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Mar 12, 2026
Markel: Underwriting Culture & Insurance Reorganisation
Former Global Executive Underwriting Officer at Markel
Mar 11, 2026
AI Memory History & Demand: NAND vs DRAM for Long Context Inference
Former Senior Fellow of Micron Technology and VP at Sandisk
Partner Interview
Micron Technology•US•Mega CapSandisk CorporationSK hynixNVIDIAIntelTSMCProcess PowerScale EconomiesSwitching CostsMission Critical Products & ServicesInformation Technology
Weekly update
Mar 9, 2026
Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace
HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Mar 9, 2026
The Trade Desk: Take Rate Pressure, Competition & Mid-Market Expansion Strategy
Former Vice President at The Trade Desk
Partner Interview
The Trade Desk•US•Large CapAmazonMagnitePubMaticGoogleNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryWeekly update
Mar 9, 2026
Constellation Software, NVIDIA vs Google TPU, Salesforce, Honeywell Aerospace
HoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazonHoneywellNVIDIAGoogleSalesforceAnthropicServiceNowMetaAdvanced Micro DevicesAirbusOpenAIAmazon
Mar 5, 2026
Bank of Georgia: Corporate Banking Underwriting, Diversification & Real Estate Exposure
Former Sector Head at Bank of Georgia
Partner Interview
Bank of Georgia Group•GB•Mid CapScale EconomiesInsurers & FinancialsFinancialsMar 3, 2026
Inter Cars: Franchise Model & Eastern European Parts Distribution
Former Area Sales Manager at Inter Cars
Mar 1, 2026
Amazon DSP: Building Direct Publisher Relationships & SSP Disintermediation
Former VP at Amazon Advertising
Partner Interview
Amazon•US•Mega CapThe Trade DeskGoogleMagnitePubMaticNetflixRokuNetwork EffectsScale EconomiesSwitching CostsCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryIP Fieldwork Podcast
Feb 25, 2026
Markel Group: Capital Allocation
IP Fieldwork Podcast
Markel•US•Large CapBerkshire HathawayProcess PowerScale EconomiesInsurers & FinancialsSerial AcquirerFinancials
Feb 23, 2026
DCC Energy: CleanEnergy Strategy, LPG Consolidation & Leadership Challenges
Former Senior Director at DCC
Partner Interview
DCC•IE•Mid CapShellBPScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsFeb 17, 2026
AWS: Securing Grid Power for Hyperscale AI Data Centers
Former Executive Leader, Energy Strategy and AWS Infrastructure at Amazon
Partner Interview
Amazon•US•Mega CapDuke Energy CorporationDominion EnergyNextEra EnergySouthern CompanyXcel EnergyEquinixGoogleMicrosoftOracleCoreWeaveScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareUtilitiesConsumer DiscretionaryReal EstateCommunication ServicesInformation TechnologyFeb 16, 2026
CooperVision vs Alcon vs J&J: Private Label Strategy & Market Share
Category Manager at EssilorLuxottica
Partner Interview
The Cooper Companies•US•Large CapAlconJohnson & JohnsonScale EconomiesOEMs w/ Installed BaseHealth CareFeb 16, 2026
Shopee vs MercadoLibre: Logistics Strategy & Unit Economics in Brazil
Former Shopee Express Brazil Director
Partner Interview
MercadoLibre•UY•Large CapShopeeAmazonSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesFeb 12, 2026
Confluent vs Open Source Kafka: Enterprise Adoption & Pricing
Current Data & AI Senior Manager at Accenture
Partner Interview
Confluent•US•Large CapAmazonMicrosoftGoogleScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesFeb 4, 2026
DCC Plc: UK Energy Distribution Market
Former Commercial Director at Certas Energy (DCC)
Partner Interview
DCC•IE•Mid CapShell plcBPScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsFeb 2, 2026
DCC Plc: German Energy Market & Environmental Legislation
Former Sales Director at DCC Germany
Partner Interview
DCC•IE•Mid CapUGIShell plcScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsUtilitiesJan 31, 2026
Broadcom & Google TPU: SerDes IP, Power Efficiency & Vertical Integration Strategy
Former Senior Director of Engineering at Broadcom Inc
Partner Interview
Google•US•Mega CapBroadcomNVIDIAMicrosoftMetaMediaTekAmazonNetwork EffectsSwitching CostsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer DiscretionaryJan 29, 2026
Shopify vs Salesforce Commerce Cloud: TCO, Customization & Enterprise Fit
Former Senior Enterprise Account Executive at Shopify
Partner Interview
Shopify•CA•Large CapAmazonSalesforceSwitching CostsScale EconomiesNetwork EffectsB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryJan 28, 2026
Root Inc: A Potential Data-Driven Advantage
Former Senior Executive at Root
Partner Interview
Root•US•Small CapCarvanaGoosehead InsuranceThe ProgressiveBerkshire HathawayState FarmThe AllstateCounter PositioningScale EconomiesVertically Integrated RetailerInsurers & FinancialsLow Cost OperatorsSerial AcquirerFinancialsConsumer DiscretionaryJan 28, 2026
DCC Plc: UK LPG Market, Pricing & Unit Economics
Former Head of Finance at Flogas
Partner Interview
DCC•IE•Mid CapBPShell plcScale EconomiesSerial AcquirerPhysical Infra & NetworksEnergyIndustrialsShowing 20 of 1000 results