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Apr 5, 2026
Samsung, SK Hynix & Micron: HBM Packaging & Thermal Management Competition
Former Vice President at Samsung Semiconductor
Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryApr 4, 2026
RealPage & Yardi: Pricing Power, Product Strategy & AI Competition from EliseAI
Former Senior Director of Strategic Implementations, RealPage
Partner Interview
AppFolio•US•Mid CapEliseAIYardiRealPageSwitching CostsB2B SoftwareHealth CareInformation TechnologyApr 4, 2026
HBM, DRAM & NAND: Memory Hierarchy for AI Workloads
Former Vice President at Samsung Semiconductor
Partner Interview
SK hynix•KR•Mega CapMicron TechnologySamsung ElectronicsNVIDIAMicrosoftGoogleAmazonProcess PowerScale EconomiesSwitching CostsNetwork EffectsMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyConsumer DiscretionaryCommunication ServicesApr 3, 2026
CCC vs Mitchell: Casualty vs Auto Physical Claims Process and Costs
Former Senior Vice President at GEICO
Apr 2, 2026
Toast Inc: Customer Success Strategy & Account Management Structure
Former Manager, Customer Success at Toast
Apr 2, 2026
Toast: Onboarding Process, Downselling Risk & Retention Metrics
Former Chief of Staff, Sr. Director of Hardware Operations at Toast
Apr 2, 2026
GPGI Inc & Husky Injection Molding: PET Systems Market Dominance & Service Strategy
Former Business Development Manager at Husky Injection Molding Systems
Partner Interview
GPGI Inc•US•Mid CapSwitching CostsMission Critical Products & ServicesMaterialsFinancialsInformation TechnologyApr 2, 2026
Monday.com vs Asana: AI Integration & Retention
Former Head of Systems and Process Automation at US Accounting Firm
Partner Interview
mondaycom•IL•Mid CapSalesforceAsanaHubSpotAtlassianSwitching CostsB2B SoftwareInformation TechnologyApr 2, 2026
Infineon vs Texas Instruments: Automotive Radar Chip Architecture & Market Dynamics
Former Head of Advanced Automotive Systems at Infineon Technologies
Partner Interview
Infineon•DE•Large CapON SemiconductorTexas InstrumentsRenesas ElectronicsSwitching CostsInformation TechnologyApr 1, 2026
TransDigm, Jet Parts & Victor Sierra: Strategic Entry into Non-OEM Aftermarket
Former Director at Boeing & Jet Parts Engineering
Partner Interview
TransDigm Group•US•Large CapHEICOSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsApr 1, 2026
SK hynix, Micron & The DRAM Market: Capex Strategy and 80% Gross Margins
Former Senior Fellow of Micron Technology and VP at Sandisk
Partner Interview
SK hynix•KR•Mega CapTSMCMicron TechnologySamsung ElectronicsApplied MaterialsAdvanced Micro DevicesSwitching CostsProcess PowerScale EconomiesMission Critical Products & ServicesInformation TechnologyConsumer DiscretionaryApr 1, 2026
KLA Corporation: Service Contract Economics & Multi-Year Revenue Stability
Former General Manager at KLA Corporation
Partner Interview
KLA•US•Mega CapLam ResearchApplied MaterialsASMLOnto InnovationProcess PowerSwitching CostsMission Critical Products & ServicesOEMs w/ Installed BaseInformation TechnologyMar 31, 2026
Jonas Club: Private Club Software Moat & Customer Switching Costs
Forner VMS Industry Executive
Partner Interview
Constellation Software•CA•Large CapOpenTableCHAPTERSTopicusRoperLumine GroupSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyHealth CareIndustrialsMar 30, 2026
Monday.com vs Asana vs Trello: A Customer Perspective
Chief Operations Officer of Monday.com Enterprise Customer
Partner Interview
mondaycom•IL•Mid CapSalesforceHubSpotMicrosoftAtlassianAsanaSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyMar 30, 2026
Toast Inc: Product Attach Strategy, Downselling & Retention Challenges
Former Director of Strategy & Operations, Toast
Mar 30, 2026
KLA Corporation: Process Control Intensity & Technology Inflections
Former General Manager at KLA Corporation
Partner Interview
KLA•US•Mega CapASMLLam ResearchApplied MaterialsOnto InnovationProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesInformation TechnologyMar 30, 2026
GKN Aerospace: GTF Powder Metal Issues & IFRS 15 Accounting
Former Chief Financial Officer at GKN Aerospace
Partner Interview
Melrose Industries•GB•Mid CapSafranGeneral ElectricRolls-RoyceProcess PowerSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrialsMar 30, 2026
Toast Inc: Product Evolution & International Expansion Strategy
Former VP of Product at Toast
Mar 29, 2026
Constellation Software: M&A Deal Sourcing, Execution & Portfolio Management
Former Portfolio Head, M&A at Constellation Software
Partner Interview
Constellation Software•CA•Large CapLumine GroupTopicusRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrialsMar 27, 2026
ON Semiconductor: Power Semiconductor Margins, Process IP & Manufacturing Economics
Former Senior Vice President at ON Semiconductor
Partner Interview
ON Semiconductor•US•Large CapInfineonWolfspeedNXP SemiconductorsTexas InstrumentsSTMicroelectronicsSwitching CostsInformation TechnologyShowing 20 of 1000 results