MBI’s PodcastIllumina0:00Current time: 0:00 / Total time: -1:21:42-1:21:42Paid episodeThe full episode is only available to paid subscribers of MBI Deep DivesSubscribe to listenIlluminaA "Monopoly" in a Knife FightMBI Deep DivesMar 24, 2025∙ PaidShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inMBI’s PodcastInvestment ResearchInvestment ResearchSubscribeListen onSubstack AppSpotifyRSS FeedAppears in episodeMBI Deep DivesRecent EpisodesRyan SpecialtyMar 20 • MBI Deep DivesFigmaJan 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 DivesAPi GroupJun 24, 2025 • MBI Deep Dives
