The demand side of this story is easy. As a former dog owner, I can assure you that there is nothing “experiential” about driving to Safeway and lugging 30lb bags of kibble back to the parking lot. Having it delivered to your front door is obviously the way to go. The supply side is more […]
Tag Archives: Zooplus
[CDNS] Cadence [SNPS] Synopsys
Cadence, Synopsys, and the Future of Chip Design
April 28, 2025
Related posts:[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry (2/28/20)Simulation, CAD, [...]
Continue reading →[CRL] Charles River
[CRL] Charles River
April 7, 2025
A few announcements:1) I’ll be in Omaha this year, hanging out on the 2nd floor [...]
Continue reading →[FOUR] Shift4
Shift4’s M&A Alchemy
March 17, 2025
It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared [...]
Continue reading →[TECH] Bio-Techne
[TECH] Bio-Techne: part 2
February 25, 2025
Hi everyone, some things:1) Episode 3 of the Never Sell podcast (a monthly investment conversation [...]
Continue reading →[TECH] Bio-Techne
[TECH] Bio-Techne: part 1
February 12, 2025
This is the first part of a two-part post. I wanted to better understand the [...]
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