Briefing. Why AI Could Mean the End of the Marketplace Model, Meta's Paranoid "Vibe", Coupang's Drive to Win Taiwan

Briefing. Why AI Could Mean the End of the Ma...

Speedwell Research, LLCSpeedwell Research, LLC

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Interview. Shift4 CEO Taylor Lauber and CFO Christopher Cruz on Capital Allocation, Competition, and Global Blue Strategy.

In this fantastic interview we spoke with the CEO of Shift4, Taylor Lauber, and CFO, Christopher Cruz. We covered everything from what sets Shift4 apart from competition to capital allocation and their latest acquistion of Global Blue. You can find our Shift4 Research report here ...  Show more

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Interview. Billionaire Square (Block) Cofounder Jim McKelvey on Competing Against Amazon

In this exceptional interview, we talk to Cofounder of Square (Block) Jim McKelvey on competing against Amazon. From his time at Square, he saw how they were able to outcompete Amazon and he wasn't sure how that was possible given their superior resources, merchant network, and l ...  Show more

 . 43min 39sec