MBI’s PodcastAPi Group0:00Current time: 0:00 / Total time: -1:14:24-1:14:24Paid episodeThe full episode is only available to paid subscribers of MBI Deep DivesSubscribe to listenAPi GroupSafety-as-a-"Subscription" in a Fragmented MarketMBI Deep DivesJun 24, 2025∙ Paid2ShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inMBI’s PodcastInvestment ResearchInvestment ResearchSubscribeListen onSubstack AppSpotifyRSS FeedAppears in episodeMBI Deep DivesRecent EpisodesFigmaJan 26 • MBI Deep DivesBooking HoldingsNov 24, 2025 • MBI Deep DivesInstacart: "Webvan done right"Oct 24, 2025 • MBI Deep DivesASMLSep 25, 2025 • MBI Deep DivesUnion PacificAug 20, 2025 • MBI Deep DivesCognexJul 21, 2025 • MBI Deep DivesPerimeter SolutionsMay 21, 2025 • MBI Deep Dives
