{"meta":{"generated":"2026-08-02","citations":2543,"issues_covered":297,"issues_published":301,"missing_issues":[19,26,41,71],"first_issue":1,"last_issue":301,"first_date":"2020-10-30","last_date":"2026-07-31","topics":21},"citations":[{"issue":100,"date":"2022-09-23","title":"5 Key Data Science Trends & Analytics Trends","url":"https://www.kdnuggets.com/2022/08/5-key-data-science-trends-analytics-trends.html","author":"Riley Predum","pub":"Springboard","domain":"kdnuggets.com","section":"articles","topics":["Analytics & data science","Data engineering"],"take":"Of the five trends listed below, the two the stand out to me are, 1-lower barrier to entry (true!) and, 2-the focus on cleaning & maintaining data. As a non-data scientist that has learned a ton of python, AWS, Snowflake, Tableau … the tools that make working with data manageable, I can attest that these tools have significantly lowered the cost & skill barriers to entry when it comes to working with data. The cleaning & maintaining of datasets has moved to the forefront as firms start to realize the power of data, but then see how messy data can be."},{"issue":100,"date":"2022-09-23","title":"The Production-Grade Data Pipeline","url":"https://dataproducts.substack.com/p/the-production-grade-data-pipeline","author":"Chad Sanderson","domain":"dataproducts.substack.com","section":"articles","topics":["Data engineering","Data governance & quality"],"take":"First, congrats to Chad Sanderson for building a list of 4k subscribers … that is quite an accomplishment. The article highlights a consistent theme in my weekly emails which is the importance of making good decisions about the data stack up front. The article highlights the benefits of having a central authority driving thoughtful design. It is tough to future-proof everything, but if your organization has the benefit of starting from scratch, making thoughtful decisions up front is beneficial as your organization scales. Of most interest to me was the prototype pipeline used for testing, speed, and flexibility … figure out what works and the most common use cases are…then move to the more mature production-grade pipelines. The switch from prototype to production should be made when (and only when) data quality is there."},{"issue":100,"date":"2022-09-23","title":"Did Snowflake just hint at warehouse-native SaaS apps?","url":"https://heyjakob.substack.com/p/did-snowflake-just-hint-at-warehouse?","author":"Jakob Kristensen","domain":"heyjakob.substack.com","section":"articles","topics":["Data engineering","Regulation, privacy & compliance"],"take":"Can SnowFlake disrupt app development by introducing a hub-and-spoke architecture? There are quite a few benefits to be had moving from point-to-point model to a hub-and-spoke. More control, easier compliance, lower cost … just to name a few. As data control & data ownership becomes a bigger deal, it will be interesting to see how the powerful players position themselves to control the most valuable pieces of the data chain."},{"issue":100,"date":"2022-09-23","title":"Big Data. What Is Big Data? How Does Big Data Work?","url":"https://builtin.com/big-data","author":"Alyssa Schroer","pub":"Built-in","domain":"builtin.com","section":"articles","topics":["Data strategy & culture"]},{"issue":100,"date":"2022-09-23","title":"Introducing the Data Divide","url":"https://datainnovation.org/2022/09/introducing-the-data-divide/","domain":"datainnovation.org","section":"articles","topics":["Data strategy & culture"]},{"issue":100,"date":"2022-09-23","title":"Tesla: automaker or data company?","url":"https://www.datadiligence.com/post/tesla-automaker-or-data-company","domain":"datadiligence.com","section":"articles","topics":["Data monetization","Regulation, privacy & compliance"]},{"issue":100,"date":"2022-09-23","title":"Building and Using Data Infrastructure","url":"https://databeats.community/p/data-infrastructure-david-jayatillake#details","author":"Arpit Choudhury","pub":"Databeats","domain":"databeats.community","section":"podcasts","topics":["Data engineering","Data governance & quality"],"take":"Important decisions made up-front can make a big difference down the road. This was an interesting conversation that compared/contrasted various tools in the modern data stack. My takeaway would be there is likely some consolidation coming among the players in the data stack. The data engineering space is ripe for good tooling and automation. Big companies want “one throat to choke” when dealing with vendors. The core tools ELT, Warehouse, BI tools…supplemented with observability tools and CDPs (customer data platforms), Basically tools that will ensure quality & reliability."},{"issue":101,"date":"2022-09-30","title":"It's Time to Prioritize Data Documentation.","url":"https://madisonmae.substack.com/p/its-time-to-prioritize-data-documentation","author":"Madison Mae","pub":"Learn Analytics Engineering","domain":"madisonmae.substack.com","section":"articles","topics":["Data governance & quality","Analytics & data science"],"take":"The past couple of weeks I have been seeing more articles about the importance of doing things the right way, upfront (theme this week!). Once you get going on your data journey, making changes gets more difficult. There is nothing better than having access to all the information you need at your fingertips. Having meta-data about your data helps you keep an eye on the big picture and makes it easy for non-data scientists & customers understand what you have and why you have it. Create a culture where documentation happens on the fly and is part of everyone’s daily process. The future you will appreciate it!"},{"issue":101,"date":"2022-09-30","title":"Onboarding For Data Teams","url":"https://seattledataguy.substack.com/p/onboarding-for-data-teams","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"articles","topics":["Data engineering"],"take":"Another article themed around getting things done the right way, up-front. There is a lot packed into in this article. Of most interest to me was the idea that you want to minimize the pain of getting the new team member access. That should largely be done prior to their first day & great documentation helps."},{"issue":101,"date":"2022-09-30","title":"Data ethics: What it means and what it takes","url":"https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/data-ethics-what-it-means-and-what-it-takes","domain":"mckinsey.com","section":"articles","topics":["Regulation, privacy & compliance","Data strategy & culture"],"take":"Another article about making good decision up front in your data journey. McKinsey defines data ethics as “data-related practices that seek to preserve the trust of users, patients, consumers, clients, employees, and partners”. The idea of intentionally creating a data culture upfront & with C-level leadership is important. Many will get so focused on their specific individual goals and assume someone else in the organization has vetted the data, data usage that falls outside your company culture may occur."},{"issue":101,"date":"2022-09-30","title":"Alternative data is an investor’s greatest ally against volatile markets","url":"https://www.globalbankingandfinance.com/alternative-data-is-an-investors-greatest-ally-against-volatile-markets/","author":"Ed Lavery","pub":"Global Banking & Finance Review","domain":"globalbankingandfinance.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"]},{"issue":101,"date":"2022-09-30","title":"Crypto tracking service","url":"https://www.alexandriatechnology.com/crypto-sentiment","author":"Dan Joldzic","pub":"Alexandria Technology","domain":"alexandriatechnology.com","section":"articles","topics":["Crypto & digital assets","Alt data industry"]},{"issue":101,"date":"2022-09-30","title":"Overcoming Data & Analytics Challenges: How to Maximize Your Data ROI","url":"https://pages.marketintelligence.spglobal.com/Overcoming-Data-Analytics-Challenges-How-to-Maximize-Your-Data-ROI-Registration-September-2022.html?utm_medium=social&utm_source=linkedin&utm_campaign=WLG-220922-PC-GL-CT-DCS-DMS-MarketplaceWebinar2","author":"S&P","domain":"pages.marketintelligence.spglobal.com","section":"podcasts","topics":["Analytics & data science","Events & community"],"take":"S&P makes the effort to speed the time between finding data and understanding if there is value. They discuss process for trialing new datasets. This takes time, effort, and expertise. S&P is attempting to make this process as easy as possible."},{"issue":102,"date":"2022-10-07","title":"Realities of Being A Data Engineer - Migrations","url":"https://seattledataguy.substack.com/p/realities-of-being-a-data-engineer","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"articles","topics":["Data engineering"],"take":"Migrations. They will happen as technology advances. Never easy. Bottom line is you can de-risk the move when you attack it in bite-sized chunks rather than wholesale. This ties in to themes of previous weeks including the importance of documentation, making good tech-stack decisions up-front, and communicating with end users. Really good article."},{"issue":102,"date":"2022-10-07","title":"Dataops Observability White Paper","url":"https://www.unraveldata.com/pdf/unravel-dataops-observability-white-paper.pdf","author":"Unravel","domain":"unraveldata.com","section":"articles","topics":["Data governance & quality","Data engineering"],"take":"There are a number of firms trying to solve the big problem of data observability. With the massive increases in data created, we are left with trying to make sure the data we are using to drive decisions can be trusted & accurate. What is the trusted single source of truth? Effective observability starts with extracting the right kind of details at a granular level from every system in the modern data stack (there is that terms again!). Having complete and fine-grained details is the foundation upon which all observability capabilities are built."},{"issue":102,"date":"2022-10-07","title":"Some data on data companies","url":"https://magis.substack.com/p/some-data-on-data-companies","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"articles","topics":["Data monetization","Macro & economic signals"]},{"issue":102,"date":"2022-10-07","title":"The end to end challenges of evaluating alternative data","url":"https://www.exabel.com/blog/the-end-to-end-challenges-of-evaluating-alternative-data","author":"Exabel & Eagle Alpha","domain":"exabel.com","section":"articles","topics":["Alt data industry","Marketplaces & discovery"]},{"issue":102,"date":"2022-10-07","title":"A beginner’s guide to alternative data","url":"https://www.neudata.co/blogs/alternative-data","author":"Neudata","domain":"neudata.co","section":"articles","topics":["Alt data industry","Marketplaces & discovery"]},{"issue":102,"date":"2022-10-07","title":"The Thomas DelVecchio episode","url":"https://shows.acast.com/the-alternative-data-podcas","author":"Mark Fleming-Williams’ Alternative Data Podcast","domain":"shows.acast.com","section":"podcasts","topics":["Alt data industry","Investing & hedge funds"],"take":"Really enjoyed this interview. I have similar background with market & investment research but didn’t have the creativity or foresight 10+ years ago to have created what Thomas created. Really cool."},{"issue":103,"date":"2022-10-14","title":"Why it’s time for 'data-centric artificial intelligence'","url":"https://mitsloan.mit.edu/ideas-made-to-matter/why-its-time-data-centric-artificial-intelligence","author":"Sara Brown","pub":"MIT Sloan","domain":"mitsloan.mit.edu","section":"articles","topics":["AI & LLMs"],"take":"I try to follow whatever Andrew Ng is saying … surprised I didn’t catch this July article sooner. AI progress is severely hampered by bad data. “Data-centric AI” is the discipline of systematically engineering the data needed to build a successful AI system. Basically, solving the garbage-in = garbage-out problem. These are huge problems to solve. One suggestion in the article is to tackle smaller projects or single vertical, create standards. I compare it to a CRM (Customer Relationship Management system)…there are good CRM systems that do OK for all firms, but CRMs designed for the nuances of specific verticals are better. At this time in the maturity of the AI/data market, it is tough to target anything but the broadest markets, or multipurpose AI systems as described in the article."},{"issue":103,"date":"2022-10-14","title":"Data is a risk to mitigate & opportunity to realize in all M&A","url":"https://www.datadiligence.com/post/data-is-a-risk-to-mitigate-opportunity-to-realise-in-all-m-a","author":"Chelsea Wilkinson","pub":"Data Diligence","domain":"datadiligence.com","section":"articles","topics":["Deals & funding","Data monetization"],"take":"The awareness of data value as an asset is increasing. Data represents value that is largely left off any balance sheet accounting. I would argue any company, especially a company that may be acquired, should complete an “audit” of data assets and understand the value. Going forward, the company’s proprietary data will be the most valuable asset."},{"issue":103,"date":"2022-10-14","title":"Working with alternative data? Here's how to prepare.","url":"https://www.spectredata.com/post/working-with-alternative-data-here-s-how-to-prepare","author":"Shivina Kumar","pub":"Spectre Data","domain":"spectredata.com","section":"articles","topics":["Alt data industry"],"take":"THE hardest part of selling alternative data is getting the data in order. It is not glamorous. It takes time. Tools designed to help are gaining traction and getting better. Most of the “cost” associated with dealing in data are “hidden costs” that steal momentum before you even get going."},{"issue":103,"date":"2022-10-14","title":"An Engineer's Guide to Data Contracts - Pt. 1","url":"https://dataproducts.substack.com/p/an-engineers-guide-to-data-contracts","author":"Chad Sanderson & Adrian Kreuziger","domain":"dataproducts.substack.com","section":"articles","topics":["Data governance & quality"]},{"issue":103,"date":"2022-10-14","title":"Reverse ETL Explained","url":"https://airbyte.com/blog/reverse-etl","domain":"airbyte.com","section":"articles","topics":["Data engineering"]},{"issue":103,"date":"2022-10-14","title":"Simple, Fast, and Transparent Data Sales","url":"https://magis.substack.com/p/simple-fast-and-transparent-data","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"articles","topics":["Data monetization"]},{"issue":103,"date":"2022-10-14","title":"YouTube Channel","url":"https://www.youtube.com/c/SeattleDataGuy","domain":"youtube.com","section":"podcasts","topics":["Data engineering"],"take":"I checked out and will share the video Vocabulary for Data Engineers - Data Engineering 101. Good overview of a common data terms."},{"issue":103,"date":"2022-10-14","title":"Data Hierarchy of Needs","url":"https://airbyte.com/blog/reverse-etl","domain":"airbyte.com","section":"podcasts","topics":["Data engineering"]},{"issue":103,"date":"2022-10-14","title":"cited above","url":"https://mitsloan.mit.edu/ideas-made-to-matter/why-its-time-data-centric-artificial-intelligence","domain":"mitsloan.mit.edu","section":"podcasts"},{"issue":104,"date":"2022-10-21","title":"A Product Management Approach to Data Monetization","url":"https://www.cdomagazine.tech/cdo_magazine/topics/opinion/a-product-management-approach-to-data-monetization/article_b0d948b2-3376-11ed-be1c-fb874a91a419.html","author":"Doug Laney","pub":"CDO Magazine","domain":"cdomagazine.tech","section":"articles","topics":["Data monetization","Data engineering"],"take":"This is the first of a three-part article. As companies look to squeeze more from their data assets, it is worth pursuing a product management approach rather than a project management approach. A product management is a much more effective way to quickly demonstrate real-life, day-to-day benefit from the data. I have discussed the importance of getting quick wins in the past. This allows the data team to development some momentum and gain the support of the broader organization, which is important when you later tackle larger, more complex, initiatives."},{"issue":104,"date":"2022-10-21","title":"Developing a Data Driven Strategy","url":"https://www.andurilpartners.ai/insights/data-driven-strategy","author":"Jonathan Neitzell & Bethany Schuttinga","pub":"Anduril Partners","domain":"andurilpartners.ai","section":"articles","topics":["Data strategy & culture","Analytics & data science"],"take":"Clear and succinct article about the importance of intentionally addressing your data strategy as a company. Most interesting to me was the statistic that as recently as 2012, only 12% of companies had a Chief Data Officer or Chief Analytics Officer. Today 73% of companies have that role. Two things … first, that is tremendous growth. Second, there are still 27% of companies without this role."},{"issue":104,"date":"2022-10-21","title":"Understanding your Data: The People Behind it","url":"https://www.datafold.com/blog/understanding-your-data-the-people-behind-it","author":"Emilie Schario","pub":"Datafold","domain":"datafold.com","section":"articles","topics":["Data strategy & culture"],"take":"This is the first of a three-part series. Lots of people are engaging with data…creators, consumers, practitioners. Empathy between the groups is important. I have said in the past that this (working well with “big data”) is such a new phenomenon in our world, the people knee-deep in the stuff every day often might not realize how big a change we are helping to drive…and how hard big changes are for most people. Our “ mandate is not small ” to quote the article."},{"issue":104,"date":"2022-10-21","title":"What is ‘dark data’ and how is it adding to all of our carbon footprints?","url":"https://www.weforum.org/agenda/2022/10/dark-data-is-killing-the-planet-we-need-digital-decarbonisation/","author":"World Economic Forum","domain":"weforum.org","section":"articles","topics":["ESG & climate","Data strategy & culture"]},{"issue":104,"date":"2022-10-21","title":"Mathieu Colas of StarzData","url":"https://podcasts.apple.com/us/podcast/the-starzdata-episode/id1539909575?i=1000578380365","author":"Mark Fleming-Williams","domain":"podcasts.apple.com","section":"podcasts","topics":["Marketplaces & discovery"],"take":"Data discovery remains a large problem. There is too much data available, much of it worthless for any single use case. The key is finding the right data, at the right time, in the right format for consumption. StarzData is taking a crack at solving this vexing problem. They aim to become the TripAdvisor of the data world. This allows for users of data to share reviews and help guide future buyers. Our host asks an insightful question (~minute 16:30) about the willingness of buyers to share their findings broadly within the community. Most are willing to share within an organization, but more hesitant to share if there is potential for a competitor to gain some benefit. Data discovery is a tough problem, will be interesting to see how this platform grows."},{"issue":105,"date":"2022-10-28","title":"Metric Design for Data Scientists and Business Leaders","url":"https://towardsdatascience.com/metric-design-for-data-scientists-and-business-leaders-b8adaf46c00","author":"Cassie Kozyrkov","domain":"towardsdatascience.com","section":"articles","topics":["Analytics & data science"],"take":"This ties into two themes of recent weeks, the first about making good decisions up front, & the second about the importance of domain expertise. Your business needs to clearly define metrics before anyone starts messing around with data or statistics. In its simplest form, ask the question: what concrete (& obtainable!) information would lead us to prefer one course of action over another? Have those actions in mind, and design metrics from there."},{"issue":105,"date":"2022-10-28","title":"The data-driven enterprise of 2025","url":"https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-data-driven-enterprise-of-2025","author":"McKinsey","domain":"mckinsey.com","section":"articles","topics":["Data strategy & culture"],"take":"Every company is a data company. McKinsey identifies seven (7) characteristics that will define this new data driven enterprise."},{"issue":105,"date":"2022-10-28","title":"Why Your Company Needs Data-Product Managers","url":"https://hbr.org/2022/10/why-your-company-needs-data-product-managers","author":"Thomas Davenport, Randy Bean, & Shail Jain","pub":"Harvard Business Review","domain":"hbr.org","section":"articles","topics":["Data monetization"],"take":"I am increasingly seeing this “data as a product” theme. The person who figures out how to deliver value to the end user is going to fill an important role. There is too much data and not enough insight. “Data products” deliver the right info at the right time to the right people. Listen to end users, understand their pain points and use data to help them. Do this on a regular cadence. You will create a ton of value."},{"issue":105,"date":"2022-10-28","title":"Goldman Sachs Embeds Software Developers Deeper Into the Business","url":"https://www.wsj.com/articles/goldman-sachs-embeds-software-developers-deeper-into-the-business-11666218724","author":"WSJ","domain":"wsj.com","section":"articles","topics":["Data strategy & culture"]},{"issue":105,"date":"2022-10-28","title":"The 3 Levels of Data Analysis- A Framework for Assessing Data Organization Maturity","url":"https://about.gitlab.com/blog/2019/11/04/three-levels-data-analysis/","domain":"about.gitlab.com","section":"articles","topics":["Data strategy & culture"]},{"issue":105,"date":"2022-10-28","title":"Money Machines: an Interview with an Anonymous Algorithmic Trader","url":"https://logicmag.io/play/interview-with-an-anonymous-algorithmic-trader/","author":"January 2019. [Money Machines: an","domain":"logicmag.io","section":"articles","topics":["Data engineering"],"take":"Tristan’s idea that “data” is two decades behind software engineering when it comes to productivity of practitioners is spot on. There is huge opportunity to empower data analysts, thus the explosion of tooling companies in recent years (always more data analysts than data engineers). Taking the ability to write SQL effectively and exposing it in an interactive context. ELT rather than ETL (moves data transformation after the data loading) … this “ gives the keys to that castle to the data analysts.”"},{"issue":106,"date":"2022-11-04","title":"Complete guide to understanding data observability","url":"https://www.bigeye.com/blog/complete-guide-data-observability","author":"Kyle Kirwan","pub":"BigEye","domain":"bigeye.com","section":"articles","topics":["Data governance & quality","People & careers"],"take":"This is your one-stop shop for all things data observability. Almost too much good information here to summarize. Most interesting to me was the list of best practices, which aligns with the recent theme of making good decisions up-front. The article also does a good job of clearly defining & delineating data observability, data testing, data quality, and data reliability."},{"issue":106,"date":"2022-11-04","title":"Data's invisible hand","url":"https://benn.substack.com/p/datas-invisible-hand","author":"benn.substack","domain":"benn.substack.com","section":"articles","topics":["Data engineering","AI & LLMs"],"take":"benn.substack is a good, data-related SubStack for those looking for new sources of thought-provoking information. In this article the author discussed how an “analytical economy” might work. Sounds like an interesting thought exercise about ways to solve the prioritization problem (what do you work on & in what order?). A better solution is to focus on getting the data organized in such a fashion that users can query using natural language and then share those results like a social network (see ThoughtSpot or Seek.ai). The solution to prioritization for data teams would be driven by the multitude of data requests pouring in from the network of users. An example might be the fact that, ahead of earnings releases, stock analysts are all trying to answer the same questions (what is important about an earnings release changes every quarter). The data team would have a great understanding of where to focus if the users we all asking similar questions."},{"issue":106,"date":"2022-11-04","title":"7 ways eCommerce businesses use alternative data in 2022","url":"https://betanews.com/2022/10/30/ecommerce-alternative-data/","domain":"betanews.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"“While its (alternative data) use has typically been associated with hedge funds and investment firms, other businesses are now taking advantage of alternative data to enhance decision-making.” Great list of potential use cases. I still think this is tough to execute for the individual firm to make happen, but the time is coming when these types of insights will be more broadly available to all."},{"issue":106,"date":"2022-11-04","title":"The Ultimate Data Observability Platform Evaluation Guide","url":"https://resources.montecarlodata.com/ebooks/DO-Evaluation","author":"Monte Carlo","domain":"resources.montecarlodata.com","section":"articles","topics":["Data governance & quality"]},{"issue":106,"date":"2022-11-04","title":"LobbyingData.com","url":"https://www.digitaljournal.com/pr/lobbyingdata-com-breaks-new-ground-in-the-alternative-data-market","domain":"digitaljournal.com","section":"articles","topics":["Alt data industry"]},{"issue":106,"date":"2022-11-04","title":"Data Engineering Past, Present, and Future","url":"https://airbyte.com/blog/data-engineering-past-present-and-future","author":"Thalia Barrera","domain":"airbyte.com","section":"articles","topics":["Data engineering"]},{"issue":106,"date":"2022-11-04","title":"Spectre Data","url":"https://www.spectredata.com/","author":"Shane Gibson","pub":"Agile Data","domain":"spectredata.com","section":"podcasts","topics":["People & careers"],"take":"I’ve written about the tools needed to manage the explosion of data. Ashwin has firsthand experience in dealing with this sort of data & understands the challenges at each step of the process. Most interesting to me was the discussion around how reliant many organizations are on institutional knowledge and how to protect against the risk of losing important institutional knowledge if (when) people leave your company."},{"issue":107,"date":"2022-11-11","title":"Harnessing Alternative Data for Competitive Advantage","url":"https://cmr.berkeley.edu/2022/11/harnessing-alternative-data-for-competitive-advantage/","author":"Anil K. Gupta, Jon Norberg, Evan Schnidman, and Kai Wu","domain":"cmr.berkeley.edu","section":"articles","topics":["Alt data industry","Marketplaces & discovery"],"take":"This is a good article. Frankly, I say this because it is straightforward. The authors describe what alternative data is, how it can be useful, how to best structure a team to drive value, all while acknowledging the challenges in doing so. My thought is the next big thing in data will be the company that solves the discovery problem & combines it with the ability to get your “plain English” question answered. This is why you see the big guys (AMZN, GOOG, SNOW) pursuing marketplaces. If they can solve data discovery, it is easier to keep the customer in the ecosystem to answer the question. In the end, their customers engage with the core storage/compute services in a bigger, stickier way."},{"issue":107,"date":"2022-11-11","title":"The Data Business Partnership","url":"https://locallyoptimistic.com/post/the-data-business-partnership/","author":"Locally Optimistic","domain":"locallyoptimistic.com","section":"articles","topics":["Data monetization"],"take":"This highlights the importance of domain knowledge. For a data practitioner to truly partner with the business unit, you need to understand the business. The article shares eight (8) “to do’s” to start a DBP (D ata B usiness P artnership). The key to be proactive, engage, and track progress. In time the overall team will be better off."},{"issue":107,"date":"2022-11-11","title":"The Eternal Suffering of Data Practitioners: Part 1","url":"https://pedram.substack.com/p/the-eternal-suffering-of-data-practitioners","author":"Pedram Navid","domain":"pedram.substack.com","section":"articles","topics":["Data strategy & culture"],"take":"Think like a CEO. Act like A PM. Think strategically. As a data practitioner, when asked for data, ask “ what problem are you trying to solve ”. If everyone on the team can’t articulate that effectively, you’ll be spinning wheels with the data."},{"issue":107,"date":"2022-11-11","title":"Does data need to come from a single source of truth?","url":"https://www.computerweekly.com/blog/Data-Matters/Does-data-need-to-come-from-a-single-source-of-truth","author":"Steve Neat","pub":"Computer Weekly","domain":"computerweekly.com","section":"articles","topics":["Marketplaces & discovery","Data governance & quality"],"take":"The single source of truth is an ideal state which is no longer possible given the volume and diverse sources of data. Garbage-in = garbage-out still applies. The basic premise of the article is that there needs to be very clear & accurate meta data about the data (enter the data catalog) … everyone needs to understand what the data is, where it comes from, and what the bias is (all data has bias). Only then can you move towards trusting the data everyone is using."},{"issue":107,"date":"2022-11-11","title":"How to Find Your Perfect Data Combination Using Alternative Data","url":"https://learn.g2.com/alternative-data","author":"Julia Lynch","pub":"G2","domain":"learn.g2.com","section":"articles","topics":["Alt data industry"]},{"issue":107,"date":"2022-11-11","title":"Data-driven VC #1: Why VC is broken and where to start fixing it","url":"https://datadrivenvc.substack.com/p/data-driven-vc-1-why-vc-is-broken","author":"Andre Retterath","domain":"datadrivenvc.substack.com","section":"articles","topics":["Data strategy & culture"]},{"issue":107,"date":"2022-11-11","title":"When It Comes to Data, Sometimes Less Is More","url":"https://www.wsj.com/articles/when-it-comes-to-data-sometimes-less-is-more-11667554203","author":"Josh Zumbrun","pub":"WSJ","domain":"wsj.com","section":"articles","topics":["Data strategy & culture"]},{"issue":107,"date":"2022-11-11","title":"WFIC and everything cloud","url":"https://www.waterstechnology.com/emerging-technologies/7950238/waters-wavelength-podcast-episode-255-wfic-and-everything-cloud","author":"Waters Wavelength Podcast","domain":"waterstechnology.com","section":"podcasts","topics":["Events & community"],"take":"The interviewee Josephine Gallagher discussed the World Financial Information Conference (WFIC) she attended in Prague in mid-October. Most interesting to me is the common struggle of placing a value on data (typical answer is, “ well…it depends ”)"},{"issue":107,"date":"2022-11-11","title":"ThoughtSpot’s Cindi Howson on Best Practices for Driving Impact from Data & Analytics","url":"https://podcasts.apple.com/us/podcast/thoughtspots-cindi-howson-on-best-practices-for-driving/id1509495585?i=1000584745840","domain":"podcasts.apple.com","section":"podcasts","topics":["Analytics & data science","Data strategy & culture"],"take":"A recap episode. Five segments, 1- Role of CDO, 2- Aligning tech & business value, 3- Culture & People Change mgmt, 4- asking the right questions, 5- Best practices."},{"issue":108,"date":"2022-11-18","title":"Three ways to elevate your data business","url":"https://www.harbrdata.com/insight/three-ways-to-elevate-your-data-business/","author":"Harbr Data","domain":"harbrdata.com","section":"articles","topics":["Data monetization","Data strategy & culture"],"take":"The concepts: 1- Differentiation, 2- Speed of Innovation, 3- Unit Economics. Monetizing data is a great business once it reaches scale. This is why companies are taking a closer look at their “data assets”. The problem is it takes time and money to productize and get to market. Those willing to make the investment will see the payoff as I am a believer that within 3-5 years the market will rewards those companies that can most clearly articulate their data strategy. Every company is a data company."},{"issue":108,"date":"2022-11-18","title":"Data’s day of reckoning","url":"https://benn.substack.com/p/day-of-reckoning","author":"Benn Stancil","domain":"benn.substack.com","section":"articles","topics":["Marketplaces & discovery"],"take":"I really enjoy the work that Benn publishes. It’s all about the data. Can it be that the “big guys” of the data world work with data so effectively in large part because they have such great data to work with? All this talk of tools, culture, teams … none of it matters if you don’t have good (great?) data that can be valuable to the marketplace."},{"issue":108,"date":"2022-11-18","title":"AI: Startup Vs Incumbent Value","url":"https://blog.eladgil.com/p/ai-startup-vs-incumbent-value","author":"Elad Gil","domain":"blog.eladgil.com","section":"articles","topics":["AI & LLMs"],"take":"this caught my eye as it is related to the above article (& theme of the week). The big guys, incumbents, have an advantage because they have such robust data with which to work. This is a huge structural advantage for the Incumbent vs the Startup, thus the title of the article. The author argues this is changing … “perhaps incumbents won due to a data advantage that is now going away as companies use the broader internet as an initial training set + are switching to models that work more robustly against smaller data set?”"},{"issue":108,"date":"2022-11-18","title":"report","url":"https://www.hedgeweek.com/2022/11/14/318332/global-algorithmic-trading-market-size-reach-3130bn-2030","author":"Spherical Insights","domain":"hedgeweek.com","section":"articles","topics":["Investing & hedge funds"]},{"issue":108,"date":"2022-11-18","title":"Data is the How, Business is the Why","url":"https://seattledataguy.substack.com/p/data-is-the-how-business-is-the-why","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"articles","topics":["Data strategy & culture"]},{"issue":108,"date":"2022-11-18","title":"Six Rules to Dominate the Decade of Data","url":"https://www.thoughtspot.com/data-chief/podcast","author":"Cindi Howson’s The Data Chief Podcast","domain":"thoughtspot.com","section":"podcasts","topics":["Geospatial & location","Analytics & data science"],"take":"Data & analytics is now a boardroom conversation. This podcast pulls highlights from a few of The Data Chief’s previous interviews. Of most interest to me was Rule #5 (Minute 35:00), at which time Vandana Khanna & Deeksha Singh from Unilever discuss the use of 3rd party data (use of geospatial satellite data)."},{"issue":109,"date":"2022-11-25","title":"How Data and Finance Teams Can Be Friends (And Stop Being Frenemies)","url":"https://www.montecarlodata.com/how-data-and-finance-teams-can-be-friends-and-stop-being-frenemies/","author":"Shane Murray","pub":"Monte Carlo","domain":"montecarlodata.com","section":"articles","topics":["People & careers"],"take":"This article reinforces the importance of domain knowledge. Talk to the business user and understand the problem we are all trying to solve. It is not enough to do cool things, there must be a use case. Listen, then deliver. Accuracy > timeliness. Consistency > speed. Do these things and data people will make friends in finance & all over the organization."},{"issue":109,"date":"2022-11-25","title":"Data Demystified, Part 1: Getting started with data analytics & business Intelligence","url":"https://www.airops.com/blog/getting-started-with-data-analytics-and-business-intelligence","author":"Airops","domain":"airops.com","section":"articles","topics":["Analytics & data science"],"take":"The first in a series of articles. The article runs through 7-steps to making “getting started” happen the right way. Step 2 “ Be a champion of data hygiene ” resonated with me as this is key to getting & keeping early momentum. There are steps you can & should take early in the process to do this right. Early investment in good data is not sexy & takes time, but will pay dividends down the road. Find Part 2 here. Find part 3 here. Find part 4 here."},{"issue":109,"date":"2022-11-25","title":"Digital Expertise on Boards Slowly Improving","url":"https://stratably.com/boards-a-touch-more-digital-mass-retail-earnings/","author":"Stratably","domain":"stratably.com","section":"articles","topics":["Data strategy & culture"],"take":"Every company is a data company. We are seeing more Fortune 500 companies recognize the importance of digital/data/tech skill at the board level. Stratably has been thought leader in this arena and should be watched closely for further development. As yes another recent example, see Third Point’s agitation for Disney to add tech experience to board."},{"issue":109,"date":"2022-11-25","title":"The Evolution of The Data Engineer: A Look at The Past, Present & Future","url":"https://airbyte.com/blog/data-engineering-past-present-and-future","author":"Thalia Barrera","pub":"Airbyte","domain":"airbyte.com","section":"articles","topics":["Data engineering"],"take":"Thalia offers us a good big picture look at the data engineering landscape. Bottom line for me, there is A LOT of data & we are very early when it comes to driving value from the masses of data. As tools improve, roles will change, value will increase, and reliance on data will increase (and this is good for everyone!)."},{"issue":109,"date":"2022-11-25","title":"Fintech and the Pursuit of the Prize: Who Stands to Win Over the Next Decade?","url":"https://www.coatue.com/blog/perspectives/fintech-and-the-pursuit-of-the-prize-who-stands-to-win-over-the-next-decade","domain":"coatue.com","section":"articles","topics":["Investing & hedge funds"]},{"issue":109,"date":"2022-11-25","title":"SimCity & Data Commons","url":"https://magis.substack.com/p/simcity-and-data-commons","domain":"magis.substack.com","section":"articles","topics":["Alt data industry"]},{"issue":109,"date":"2022-11-25","title":"To Bet or Not to Bet on Quantum Computing?","url":"https://medium.datadriveninvestor.com/to-bet-or-not-to-bet-on-quantum-computing-f781fa8a95a5","domain":"medium.datadriveninvestor.com","section":"articles","topics":["Investing & hedge funds"]},{"issue":109,"date":"2022-11-25","title":"Follow These Steps Before Deploying Enterprise AI - with SymphonyAI CEO Sanjay Dhawan","url":"https://podcasts.apple.com/us/podcast/follow-these-steps-before-deploying-enterprise-ai-with/id670771965?i=1000586224453","author":"Emerj CEO Daniel Faggella","pub":"the AI in Business Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["AI & LLMs","Data strategy & culture"],"take":"First time I’ve written about this podcast. Really liked this interview. Sanjay Dhawan drives home the importance of good decisions (early, & very specific) about data strategy, data workflow, defining your desired business outcomes, & steps to build the data culture. The importance of good decisions up front is echoed in the Airops blog post above."},{"issue":109,"date":"2022-11-25","title":"World Population Visualization","url":"https://www.washingtonpost.com/world/interactive/2022/world-population-8-billion/","domain":"washingtonpost.com","section":"podcasts","topics":["Analytics & data science"]},{"issue":110,"date":"2022-12-02","title":"Alternative Data:: The New Oil for the Digital Economy?","url":"https://www.lowenstein.com/media/11867/2022-alternative-data-report-final.pdf","author":"Lowenstein Sandler","domain":"lowenstein.com","section":"articles","topics":["Alt data industry","Macro & economic signals"],"take":"This is a great annual update. 25-slide deck linked above. Most interesting to me was that 65 percent of HFs say they use alternative data, compared with 29 percent of private equity respondents and only 11 percent of venture capital respondents. 52 percent cited consumer transactions as their primary source, but this is down from the 2021 survey, in which 64 percent of respondents cited consumer transactions as their primary source (full disclosure: 90 West sells transaction data). 80% of current alternative data users plan to increase their alternative data budgets in 2023."},{"issue":110,"date":"2022-12-02","title":"The important purple people outside the data team","url":"https://mikkeldengsoe.substack.com/p/purple-people-outside-data","author":"Mikkel Dengsoe","domain":"mikkeldengsoe.substack.com","section":"articles","topics":["Data engineering"],"take":"The focus is on domain expertise. Adding people who understand the business to the data team is a win-win. Use data to solve real problems. This is easier with a strong understanding of the business."},{"issue":110,"date":"2022-12-02","title":"How to increase the ROI of your data stack","url":"https://www.airops.com/blog/increase-data-stack-roi","author":"Airops","domain":"airops.com","section":"articles","topics":["Data engineering"],"take":"Data Stack ROI = Value / Cost. You can increase the numerator or decrease the denominator. The article lists a few levers:"},{"issue":110,"date":"2022-12-02","title":"Alternative data used at most central banks","url":"https://www.centralbanking.com/benchmarking/7953811/alternative-data-used-at-most-central-banks","author":"Central Banking","domain":"centralbanking.com","section":"articles","topics":["Macro & economic signals","Alt data industry"]},{"issue":110,"date":"2022-12-02","title":"Can We Trust Artificial Intelligence Models That Are Trained With Synthetic Data?","url":"https://www.entrepreneur.com/en-in/growth-strategies/can-we-trust-artificial-intelligence-models-that-are/440038","author":"Abhishek Kumar Srivastava","pub":"Entrepreneur Magazine","domain":"entrepreneur.com","section":"articles","topics":["AI & LLMs","Synthetic data"]},{"issue":110,"date":"2022-12-02","title":"interviews","url":"https://www.safegraph.com/podcasts/richard-barlow","author":"Auren Hoffman","pub":"SafeGraph [","domain":"safegraph.com","section":"podcasts","topics":["Geospatial & location","Alt data industry"],"take":"I’m a big fan of the self-driving car initiative. In 100-years we’ll look back on today and think how crazy it is that we let humans drive cars (teenagers too!). Once operational, self-driving cars will save thousands of lives each year. I really like Richard’s idea: the lack of standards is the opportunity. Creating these standards, collecting the data, & putting the data in a standard format is a huge benefit. This works particularly well when you only have a handful of protective clients (the big auto companies)."},{"issue":111,"date":"2022-12-09","title":"Loss of Customer and Media Data Warrants a New Approach to Measurement","url":"https://deloitte.wsj.com/articles/loss-of-customer-and-media-data-warrants-a-new-approach-to-measurement-01669917192","author":"Ken Nelson & Kathleen Ollen","pub":"Deloitte Digital","domain":"deloitte.wsj.com","section":"articles","topics":["Regulation, privacy & compliance","Data engineering"],"take":"This is the second article in a series focused on marketing measurement. Bottom line is third-party cookie deprecation and other restrictions are reducing the amount of quality customer data available to marketers. There is an information gap & where there are gaps there is opportunity! Enter the acronyms: MTA (Multi-Touch Attribution) & MMM (Media Mix Modeling). These are methods that marketers and marketing agencies are using to try to identify prospective customers. These new methods involve combining multiple datasets to improve your signal. This is not easy and typically requires a sophisticated data engineering approach (in English: figure out how to organize the multiple datasets so the analyst can more easily analyze). “ One-third of marketing leaders surveyed say aggregating data and content from multiple systems is a significant barrier to improving measurement capabilities.” I am surprised it is only 1/3, I would have guessed everyone feels that significant pain. In any case, as regulation change and the data marketers can access changes, new data sources and tools will emerge to accomplish the goal of targeting the right prospective customers for your product."},{"issue":111,"date":"2022-12-09","title":"Better Data Collection Will Reduce Digital Inequalities","url":"https://datainnovation.org/2022/11/better-data-collection-will-reduce-digital-inequalities/","author":"Gillian Diebold","pub":"the Center for Data Innovation","domain":"datainnovation.org","section":"articles","topics":["Regulation, privacy & compliance"],"take":"Almost an inverse to the privacy argument is the author pointing out that those people on whom data is not being collected are disadvantaged. Incomplete credit scores, inaccurate healthcare data, lack of environmental data all put those people at risk of not getting the resources needed to live their best lives. Certainly an interesting take, as most are arguing that too much individual data is collected today."},{"issue":111,"date":"2022-12-09","title":"The state of AI in 2022—and a half decade in review","url":"https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai-in-2022-and-a-half-decade-in-review","author":"McKinsey","domain":"mckinsey.com","section":"articles","topics":["AI & LLMs","Data engineering"],"take":"AI is going to require A LOT of data in coming years. My opinion is that value will accrue towards those data owners that can deliver clean, complete, and consistent data to these models. The study found AI leader, among other things, have focused on creating “ production-ready data pipelines… ” and automated processes for “ data quality control… ”."},{"issue":111,"date":"2022-12-09","title":"Bridging Data Gaps Can Help Tackle the Climate Crisis","url":"https://www.imf.org/en/Blogs/Articles/2022/11/28/bridging-data-gaps-can-help-tackle-the-climate-crisis","author":"The IMF","domain":"imf.org","section":"articles","topics":["ESG & climate"]},{"issue":111,"date":"2022-12-09","title":"How An Alternative Data Marketing Plan Increases Valuation","url":"https://www.forbes.com/sites/forbescommunicationscouncil/2022/12/06/how-an-alternative-data-marketing-plan-increases-valuation/?sh=72bb1ca11c8f","author":"Ryan Farsai","pub":"Forbes","domain":"forbes.com","section":"articles","topics":["Alt data industry","Deals & funding"]},{"issue":111,"date":"2022-12-09","title":"The Benefit of Alternative Data for Macro Strategies","url":"https://www.linkedin.com/pulse/benefit-alternative-data-macro-strategies-eagle-alpha/","author":"Eagle Alpha","domain":"linkedin.com","section":"articles","topics":["Alt data industry","Macro & economic signals"]},{"issue":111,"date":"2022-12-09","title":"Randy Bean, Founder & CEO, NewVantage Partners","url":"https://www.alation.com/podcast/episodes/data-on-the-chief-of-data-randy-bean/","author":"Satyen Sangani","pub":"Data Radicals","domain":"alation.com","section":"podcasts","topics":["Data strategy & culture","People & careers"],"take":"Randy Bean has done a lot of good work on the the importance of creating a “ data culture ” within you firm. I was most struck by hte changing role of CDO. This is a tough role that if done well, will get you recruited away with a big pay raise!"},{"issue":112,"date":"2022-12-16","title":"Bad Data is Sapping Your Team’s Productivity","url":"https://hbr.org/2022/11/bad-data-is-sapping-your-teams-productivity","author":"Thomas Redman","pub":"Harvard Business Review","domain":"hbr.org","section":"articles","topics":["Data governance & quality","Data engineering"],"take":"“Bad data hammers productivity”. New technology should enhance productivity, data is having the opposite effect! Data management has not kept pace with the new tech that is driven by data. The author introduced me to the “Rule of 10”, which states that it costs 10x as much to complete a unit of work when the data is flawed. So make sure your data is not flawed. Companies should turn their focus toward data quality. How to raise the bar? The second key takeaway is that, often times, small data is better than big data. The main question to answer is, is this data a fit for it’s intended use? More is not always better."},{"issue":112,"date":"2022-12-16","title":"'Data Is Becoming Way More Important To Drive Investment Decisions,' Say Nasdaq & iShares Execs On Data Use","url":"https://www.benzinga.com/exclusives/22/12/30009976/exclusive-data-is-becoming-way-more-important-to-drive-investment-decisions-say-nasdaq-ishares-execs","author":"Chris Katje","pub":"Benzinga","domain":"benzinga.com","section":"articles","topics":["Investing & hedge funds"],"take":"The firms cited (NASDAQ & iShares) are both data owning firms with broad distribution. The focus of this short article is the rise of retail investors wanting more tools, like new, different, better sources of data. I am a bit skeptical of the broad application of new data sources with retail investors until it becomes much easier to engage with high quality, trustworthy data. Both of these firms have the reach to make it broad data access happen as the tools improve."},{"issue":112,"date":"2022-12-16","title":"SEC Must Set Due Diligence Standards for Use of Alternative Data","url":"https://news.bloomberglaw.com/us-law-week/sec-must-set-due-diligence-standards-for-use-of-alternative-data","author":"Bloomberg Law","domain":"news.bloomberglaw.com","section":"articles","topics":["Regulation, privacy & compliance","Alt data industry"],"take":"Clear regulatory guidelines will help advance the alternative data space. This article suggests the largest firms are setting the standard, perhaps to the detriment of smaller, less resourced firms. A better course of action would be to have the SEC lead the way, rather than the large firms, to set clear standards for the use of alternative data. The goal should be to broaden the access to new data for making investment decisions (see above article)."},{"issue":112,"date":"2022-12-16","title":"LSEG and Microsoft launch 10-year strategic partnership for next-generation data and analytics and cloud infrastructure solutions","url":"https://www.lseg.com/en/media-centre/press-releases/2022/lseg-and-microsoft-launch-strategic-partnership","domain":"lseg.com","section":"articles","topics":["Market data & terminals","Analytics & data science"]},{"issue":112,"date":"2022-12-16","title":"Alternative data use surges at PE and venture capital firms","url":"https://www.pionline.com/frontlines/alternative-data-use-surges-pe-and-venture-capital-firms","author":"Michael Thrasher","pub":"Pensions & Investment","domain":"pionline.com","section":"articles","topics":["Alt data industry"]},{"issue":112,"date":"2022-12-16","title":"Ashwin Kamath of Spectre","url":"https://datastackshow.com/podcast/what-is-production-grade-data-featuring-ashwin-kamath-of-spectre/","author":"The Data Stack Podcast","domain":"datastackshow.com","section":"podcasts","topics":["Data engineering"],"take":"Ashwin Kamath started Spectre to allow data using firms to focus on analysis rather than the operational issues that come with data ingestion & data processing. This is a wide-ranging episode, most interesting to me was the importance of data management."},{"issue":112,"date":"2022-12-16","title":"Data Validation and Data Verification – From Dictionary to Machine Learning","url":"https://www.kdnuggets.com/2021/03/data-validation-data-verification-dictionary-machine-learning.html","author":"Arnab Bose & Aditya Aggarwal","pub":"Abzooba","domain":"kdnuggets.com","section":"podcasts","topics":["AI & LLMs"]},{"issue":113,"date":"2022-12-23","title":"The one thing every successful data vendor is doing","url":"https://www.harbrdata.com/insight/the-one-thing-every-successful-data-vendor-is-doing/","author":"Harbr","domain":"harbrdata.com","section":"articles","topics":["Marketplaces & discovery"],"take":"Successful data vendors own the means of distribution (“core channel”). This allows the seller the ability to control the customer experience, have a feedback loop, control governance, and upsell. Placing your “core channel” at the center of multichannel approach is best. My experience has been that data sales can be an opaque process and you need to understand your offering better than anyone. Be clear about the biases in your data and share best practices. All of this is only an option if you control the sales cycle (“core channel”) & customer relationship."},{"issue":113,"date":"2022-12-23","title":"Leveraging Data as Collateral Starts With Knowing Its True Value","url":"https://www.forbes.com/sites/douglaslaney/2022/12/20/leveraging-data-as-collateral-starts-with-knowing-its-true-value/?sh=79f183eb41c7","author":"Doug Laney","pub":"Forbes","domain":"forbes.com","section":"articles","topics":["Data monetization","Investing & hedge funds"],"take":"The time is ripe for a fresh look at data as an asset. While we are seeing big companies (like the airlines) are able to use data as collateral, the path for small business to use data as collateral is less clear. Valuing data is tough. The author describes several valuation methods & highlights companies in the space that are attempting to formalize the process of valuing data. My experience is the value of data differs widely based on the use case. A large hedge fund using the data to place trades might be willing to pay a lot, while an academic might love the data, but not have that same budget. From the vantage point of the lender accepting “data assets” as collateral for a loan, it is important to understand how the market might value the data, but also understand how the value of the data changes if the company producing the data ceases to exist."},{"issue":113,"date":"2022-12-23","title":"Cooking Up a Storm: How The Right Data Ingredients Lead to Next Best Actions for Your Advisors","url":"https://wealthtechtoday.com/2022/12/14/cooking-up-a-storm-how-the-right-data-ingredients-lead-to-next-best-actions-for-your-advisors/","author":"Elana Iskowitz","domain":"wealthtechtoday.com","section":"articles","topics":["Data governance & quality"],"take":"I enjoy the ingredients analogy with regards to data. No matter how pretty the cake, if your ingredients are low quality, the cake won’t be any good. One bad experience and your customers won’t come back. Ho to avoid that fate with data?"},{"issue":113,"date":"2022-12-23","title":"Alternative Data M&A is Heating Up: Looking Back and Ahead","url":"https://www.integrity-research.com/alternative-data-ma-is-heating-up-looking-back-and-ahead/","author":"Mikheil Shengelia, Research Analyst","pub":"Integrity Research","domain":"integrity-research.com","section":"articles","topics":["Alt data industry","Deals & funding"]},{"issue":113,"date":"2022-12-23","title":"Escape from Model Land","url":"https://www.amazon.com/Escape-Model-Land-Mathematical-Models-ebook/dp/B09X5BK7RK/","domain":"amazon.com","section":"articles","topics":["AI & LLMs","Data strategy & culture"]},{"issue":113,"date":"2022-12-23","title":"Marco Jean Aboav of Etna Research","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-etna-research-episode","author":"Mark Fleming-Williams (now powered by CFM!)","domain":"shows.acast.com","section":"podcasts","topics":["Alt data industry","Marketplaces & discovery"],"take":"I’ve come across more than a few firms like Etna in recent months. They are solving a real problem in the market. There is too much data, tools, vendors, marketplaces, tech … & the clients (data buyers) get overwhelmed trying to figure out how to best approach it all. Etna will handle it for you. They can customize products (“indices”) that will, in the language the Portfolio Manager, allow the client to get value from these new alternative data offerings (incorporating traditional data as well). It sounds like this is simply that quickest & easiest way for a HF to start catching up in the world of using data to inform decisions."},{"issue":113,"date":"2022-12-23","title":"2022 Institutional Investor Report","url":"https://get.sigtech.com/download-institutional-investor-report-2022","domain":"get.sigtech.com","section":"podcasts","topics":["Investing & hedge funds"]},{"issue":114,"date":"2022-12-30","title":"Creating Impossible Data","url":"https://magis.substack.com/p/creating-impossible-data","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"articles","topics":["Alt data industry","Analytics & data science"],"take":"Combing multiple datasets to greatly improve insights is the next holy grail. This can be really tough. The idea is 1+1=3. This allows proximate measurement across broader domains & insights with a greater level of conviction."},{"issue":114,"date":"2022-12-30","title":"Says Significance of Data Analytics in Fintech Operations Is Rising","url":"https://www.crowdfundinsider.com/2022/12/200371-nageen-kommu-ceo-at-digitap-says-significance-of-data-analytics-in-fintech-operations-is-rising/","domain":"crowdfundinsider.com","section":"articles","topics":["Analytics & data science","Alt data industry"],"take":"“The significance of data analytics in Fintech operations is rising rapidly, with alternative data emerging as a powerful tool to enhance credit outreach to underserved and unserved sections. In the year 2023, companies will continue to explore new methods to collect and use data to understand customer dynamic requirements accurately as well as design products.” The tools to engage with new data sources are improving. This will significantly help broaden adoption."},{"issue":114,"date":"2022-12-30","title":"Not Everything We Call an AI Is Actually Artificial Intelligence. Here's What to Know","url":"https://www.sciencealert.com/not-everything-we-call-an-ai-is-actually-artificial-intelligence-heres-what-to-know","author":"George Siemens","domain":"sciencealert.com","section":"articles","topics":["AI & LLMs","Investing & hedge funds"],"take":"“it (AI) needs high-quality, unbiased data, and lots of it. ” I am trying to follow the progress being made with Artificial Intelligence and continue to be amazed at the quantity of data needed to continue the improvement. Data owners are in a good spot."},{"issue":114,"date":"2022-12-30","title":"Juan Sequeda and Tim Gasper from data.world","url":"https://www.dataengineeringpodcast.com/data-dot-world-data-principles-episode-351","author":"The Data Engineering Podcast","domain":"dataengineeringpodcast.com","section":"podcasts","topics":["Data engineering"],"take":"really enjoyed this conversation. They discuss a lot fo the themes I’ve seen across the data world...the benefit of starting from scratch, the importance of domain knowledge, the difference between a product “feature” and a new “category”. Bottom line, get back to core principles, what are the inputs & outputs needed? At the end of the day, you are doing three things: 1- moving data, 2- storing data, 3- using data."},{"issue":115,"date":"2023-01-06","title":"14 data predictions for enterprise growth in 2023","url":"https://venturebeat-com.cdn.ampproject.org/c/s/venturebeat.com/data-infrastructure/14-data-predictions-for-enterprise-growth-in-2023/amp/","author":"Shubham Sharma","domain":"venturebeat-com.cdn.ampproject.org","section":"podcasts","topics":["Data strategy & culture","Data engineering"],"take":"Of most interest to me was #1 “CIOs will look to consolidate data and simplify architecture”. There is too much data and CIOs are figuring out that more is not necessarily better. Of most importance is the value you are adding to your business & if you create too much noise, you lose traction."},{"issue":115,"date":"2023-01-06","title":"Why Monetize Data? A Brief Guide","url":"https://revelate.co/blog/monetize-data/","author":"Revelate","domain":"revelate.co","section":"podcasts","topics":["Data monetization"],"take":"Really like that Revelate (formerly TickSmith) highlights the non-financial benefits. Many data owners I’ve talked to just want the fee, but there is a TON of value in getting your data organized, building strategic relationships, & just having another set of eyes look at your data."},{"issue":115,"date":"2023-01-06","title":"10 Lessons Learned In 10 Years Of Data","url":"https://mehdio.substack.com/p/10-lessons-learned-in-10-years-of","author":"Mendhio’s Tech (Data) Corner","domain":"mehdio.substack.com","section":"podcasts","topics":["Data engineering","Data strategy & culture"],"take":"Fun look back at 10 years of changes in the data world using our fictional friend Bob, the Big Data Engineer. Let the hype begin!"},{"issue":115,"date":"2023-01-06","title":"Seattle Data Guy In 2023","url":"https://seattledataguy.substack.com/p/seattle-data-guy-in-2023","domain":"seattledataguy.substack.com","section":"podcasts","topics":["Data engineering"]},{"issue":115,"date":"2023-01-06","title":"It's Pronounced Data","url":"https://itspronounceddata.substack.com/p/what-day-is-it","domain":"itspronounceddata.substack.com","section":"podcasts","topics":["Market data & terminals"]},{"issue":115,"date":"2023-01-06","title":"AI Reading List","url":"https://docs.google.com/document/d/1bEQM1W-1fzSVWNbS4ne5PopB2b7j8zD4Jc3nm4rbK-U/mobilebasic","domain":"docs.google.com","section":"podcasts","topics":["AI & LLMs"]},{"issue":115,"date":"2023-01-06","title":"Omri Shtayer","url":"https://podcasts.apple.com/us/podcast/the-omri-shtayer-episode/id1539909575?i=1000591859823","author":"Mark Fleming-Williams","domain":"podcasts.apple.com","section":"other","topics":["Alt data industry"],"take":"Omri is among my favorite people I have had the pleasure of getting to know in the world of data over the past couple of years. This is a good podcast, not just for background on the data space, but also for insights into the entrepreneurial journey."},{"issue":116,"date":"2023-01-13","title":"Elbows of data","url":"https://wrongbutuseful.substack.com/p/elbows-of-data","author":"Katie Bauer","domain":"wrongbutuseful.substack.com","section":"articles","topics":["People & careers"],"take":"The author takes a contrarian look at how data people can make the biggest impact. In her experience, “the most impactful data folks I’ve worked with in my career have …. been elbows of data—folks who have insisted on being involved in driving the company forward, whether they were invited to or not”. Leaders disrupt. Many times, to change a culture and prove value you need to clearly demonstrate why you need to be a part of the conversation. I think this can be good advice for any role…you need to (professionally) demonstrate impact. On some level, you need to get comfortable with self-promotion … or at least figure out how to self-promote in a way that works for you. Stay in the conversation and add value."},{"issue":116,"date":"2023-01-13","title":"Why We Invested: Nomad Data.","url":"https://struckcapital.com/why-we-invested-nomad-data/","author":"Struck Capital","domain":"struckcapital.com","section":"articles","topics":["Data monetization","Deals & funding"],"take":"Interesting to hear the view of a VC firm investing in the data space. There is a huge need for companies to optimize the way they acquire, manage, and utilize external data. Nomad is addressing this problem. In the end, the platform Nomad is building should benefit both data buyers & data sellers."},{"issue":116,"date":"2023-01-13","title":"Financial Data Transparency Act of 2022","url":"https://www.congress.gov/bill/117th-congress/senate-bill/4295/text#toc-H6D38E7723E6B426FB647C4F6DB4B289E","domain":"congress.gov","section":"articles","topics":["Investing & hedge funds"],"take":"There is no way anybody reads all this stuff. This document is 208 pages. This bill is supposed to level the playing field for smaller investors by standardizing data in such a way that financial data is more easily accessible. Say what you will about the inefficiencies of government, but this is a worthwhile effort and will have a positive impact on the overall financial markets."},{"issue":116,"date":"2023-01-13","title":"Year in Review: 12 Charts That Mattered","url":"https://www.linkedin.com/pulse/year-review-12-charts-mattered-spaceknow/","author":"Spaceknow","domain":"linkedin.com","section":"articles","topics":["Geospatial & location"],"take":"I like these year end summary pieces. This is an interesting review of the past year and how Spaceknow’s satellite data tracked with different KPIs. No doubt more to come in 2023 as the world is just getting more interesting every day."},{"issue":116,"date":"2023-01-13","title":"It's Pronounced Data","url":"https://itspronounceddata.substack.com/p/year-in-review","domain":"itspronounceddata.substack.com","section":"articles","topics":["Alt data industry"]},{"issue":116,"date":"2023-01-13","title":"Datarade","url":"https://datarade.ai/","author":"Auren Hoffman’s World","pub":"DAAS podcast [","domain":"datarade.ai","section":"podcasts","topics":["Marketplaces & discovery","Data monetization"],"take":"Full disclosure, Datarade has been a good partner for 90 West. Auren & Thani discuss all the big issues in the cycle. Data discovery, building trust, the review process, etc. I found myself taking more notes than usual during this conversation."},{"issue":116,"date":"2023-01-13","title":"Dan Entrup","url":"https://itspronounceddata.substack.com/p/year-in-review","domain":"itspronounceddata.substack.com","section":"podcasts"},{"issue":117,"date":"2023-01-20","title":"Walmart Details Future of Grocery at CES","url":"https://www.progressivegrocer.com/walmart-details-future-grocery-ces-exclusive","author":"Gina Acosta","pub":"Progressive Grocer","domain":"progressivegrocer.com","section":"articles","topics":["AI & LLMs"],"take":"Wal-Mart’s three pronged omni approach to how it views the path forward for food retail is anchored in data. They will lead the way. This “omni” approach is wide ranging, from ad-tracking (i.e. partnership with ROKU), to AI helping store associates serve customers more effectively, and becoming a leader in social commerce."},{"issue":117,"date":"2023-01-20","title":"How Lego plays with data: An interview with chief data officer Orlando Machado","url":"https://www.mckinsey.com/capabilities/quantumblack/our-insights/how-lego-plays-with-data-an-interview-with-chief-data-officer-orlando-machado","author":"McKinsey","domain":"mckinsey.com","section":"articles","topics":["Data strategy & culture","Analytics & data science"],"take":"Lego is just getting started with data & perhaps a good example of where most companies are at the current moment. From Orlando Machado, Chief Data Officer of Lego Group: “We’re helping a number of our business intelligence and analytics teams work closely with the central data office to establish these new ways of working, whether that’s about using our technology or our services or about upskilling and education. We are starting with some slightly more data-savvy audiences, typically people who are in business intelligence or analytics functions. But the aim is to reach everyone.”"},{"issue":117,"date":"2023-01-20","title":"Return on data assets: A new way for leaders to think about data and the balance sheet","url":"https://financeonamission.com/en/return-on-data-assets-a-new-way-for-leaders-to-think-about-data-and-the-balance-sheet/","author":"Eon Retief","pub":"Databricks","domain":"financeonamission.com","section":"articles","topics":["Data monetization","Data engineering"],"take":"RODA (Return on Data Assets). The author cites two main reasons data is not recorded as an asset on balance sheets, first, “ current practices introduce certain practical inefficiencies” , and second, “a lack of ability to establish a direct link between data and measured business outcomes ”."},{"issue":117,"date":"2023-01-20","title":"10 Lessons Learned In 10 Years Of Data","url":"https://mehdio.substack.com/p/10-lessons-learned-in-10-years-of-c34","domain":"mehdio.substack.com","section":"articles","topics":["Alt data industry"]},{"issue":117,"date":"2023-01-20","title":"Math is overrated","url":"https://benn.substack.com/p/math-is-overrated","author":"Benn.Stancil","domain":"benn.substack.com","section":"articles","topics":["Analytics & data science"]},{"issue":117,"date":"2023-01-20","title":"Alternative data explosion","url":"https://www.refinitiv.com/en/asset-management-solutions/insights/hedge-fund-huddle","author":"Refinitiv’s Hedge Fund Huddle Podcast","domain":"refinitiv.com","section":"podcasts","topics":["Alt data industry","Marketplaces & discovery"],"take":"I’ll be attending the Miami BattleFin conference January 25-26. This is a good overview from two people that have been in the alternative data space for a long time (perhaps longer than anyone?). Of most interest to me was the discussion around the growth of platforms & benefits of building a mosaic from multiple data sources (minute 17:00)."},{"issue":117,"date":"2023-01-20","title":"Mehdio's Tech (Data) Corner","url":"https://mehdio.substack.com/p/10-lessons-learned-in-10-years-of-c34","domain":"mehdio.substack.com","section":"podcasts","topics":["Data engineering"]},{"issue":118,"date":"2023-01-27","title":"Why predictive analytics could be a crystal ball for businesses","url":"https://www.raconteur.net/digital-transformation/why-predictive-analytics-could-be-a-crystal-ball-for-businesses/","author":"Marianne Curphy","pub":"Raconteur","domain":"raconteur.net","section":"articles","topics":["Analytics & data science"],"take":"A crystal ball would be nice. Data can help. But as the article states clearly: it ain’t easy. Like anything else in the world of data, implementing a strategy to make better use of your data takes time and resources. I have consistently seen how it is important get some “early wins” and get people excited about the potential of using data to help. More complex is not always better."},{"issue":118,"date":"2023-01-27","title":"Jesse Cugliotta","url":"https://www.linkedin.com/in/jesse-cugliotta-8a04a82/","author":"Healthcare Brew’s Maia Anderson summarizes an","domain":"linkedin.com","section":"articles","topics":["Data engineering","Analytics & data science"],"take":"The effective use of healthcare data is just getting started. The privacy issues with healthcare data add a significant layer of complexity. Cugliotta makes the point that “ A lot of their (health systems) energy is going into the delivery of care itself versus building data and analytics efficiency, historically. Now that’s changing.” What doesn’t get mentioned I this is one in the same. Data & analytics efficiency will drive better patient care & outcomes."},{"issue":118,"date":"2023-01-27","title":"Market Participants Focus on Data","url":"https://www.tradersmagazine.com/featured_articles/market-participants-focus-on-data/","author":"Anna Lyudvig","pub":"Traders Magazine","domain":"tradersmagazine.com","section":"articles","topics":["Market data & terminals"]},{"issue":118,"date":"2023-01-27","title":"Outlook 2023: Tim Lind, DTCC","url":"https://www.tradersmagazine.com/featured_articles/outlook-2023-tim-lind-dtcc/","domain":"tradersmagazine.com","section":"articles","topics":["Market data & terminals"]},{"issue":118,"date":"2023-01-27","title":"Bruce Pon","url":"https://www.linkedin.com/in/ponbruce/","author":"Voice","pub":"the Data Economy [","domain":"linkedin.com","section":"podcasts","topics":["Crypto & digital assets","Data monetization"],"take":"I’m interested and follow Ocean because they sit at the intersection of data & crypto, two interests of mine. Ocean Protocol is a “decentralized web 3 protocol to give people tools to own and control their data”. The stated goal is to create a “ free and open data economy ”. Like much of crypto, it seems they are still working on product-market-fit for their goal of facilitating data sharing. It seems blockchain would be a good fit as data needs to have strong provenance & controlled access. Interesting to follow, but it is a slow process … takes decades!"},{"issue":172,"date":"2024-02-09","title":"Part 2: How Alternative Data providers are breaking down friction points and becoming mainstream","url":"https://www.linkedin.com/pulse/part-2-how-alternative-data-providers-breaking-down-friction-rhodes-cq4dc/","author":"SnowFlake’s Michael Rhodes","domain":"linkedin.com","section":"articles","topics":["Alt data industry","Marketplaces & discovery"],"take":"First Part 1 here. The article highlights challenges and opportunities of alternative data. Discoverability & engineering (ingestion, organization, infrastructure) remains a challenge for most users of data. The industry is in the process of moving from alpha generation from your ability to manage data, to alpha generation from asking the best questions of the data."},{"issue":172,"date":"2024-02-09","title":"Why Credit Card Data still makes money","url":"https://magis.substack.com/p/why-credit-card-data-still-makes","domain":"magis.substack.com","section":"articles","topics":["Transaction & consumer data","Alt data industry"],"take":"The subtitle of Alex’s article is “And, why commoditization of alternative data is a lazy argument”. There is so much value from alt data that has yet to be unlocked due to lack of infrastructure and talent (see above article). The big investment firms have an advantage simply due to scale. Tools are getting better and more affordable, which is starting to level the playing field, and judging by the growth in undergrad and grad investment classes focusing on data, the talent in coming our way. The firms that understand the data and ask the best questions of the data will win."},{"issue":172,"date":"2024-02-09","title":"3 Actionable Tactics To Create A Good Data Strategy","url":"https://www.thdpth.com/p/how-to-create-a-good-data-strategy","author":"Three Data Point Thursday","domain":"thdpth.com","section":"articles","topics":["Data strategy & culture","Data engineering"],"take":"This one gets bookmarked. In my experience data quickly gets overwhelming. Strong processes and models help remove the noise and focus you only on the important. Most interesting is the idea of a pipeline analysis and figuring out where you can find the most leverage."},{"issue":172,"date":"2024-02-09","title":"How to Monetise Data in 2024","url":"https://www.linkedin.com/pulse/how-monetise-data-2024-matthew-bernath-1bvff/","domain":"linkedin.com","section":"articles","topics":["Data monetization"]},{"issue":172,"date":"2024-02-09","title":"FTC Moves to Ban Location Data Sales Raise New Broker Duties","url":"https://news.bloomberglaw.com/privacy-and-data-security/ftc-moves-to-ban-location-data-sales-raise-new-broker-duties","author":"Bloomberg Law","domain":"news.bloomberglaw.com","section":"reading","topics":["Geospatial & location","Regulation, privacy & compliance"]},{"issue":172,"date":"2024-02-09","title":"AI’s hunger games - A lucrative data market is exploding to feed insatiable LLMs","url":"https://www.nomad-data.com/blog/interview-ais-hunger-games---a-lucrative-data-market-is-exploding-to-feed-insatiable-llms","domain":"nomad-data.com","section":"reading","topics":["AI & LLMs"]},{"issue":172,"date":"2024-02-09","title":"interviewed","url":"https://www.bloomberg.com/news/audio/2023-11-13/masters-in-business-linda-gibson-on-quant-investing-podcast","author":"Masters in Business podcast [","domain":"bloomberg.com","section":"reading","topics":["Investing & hedge funds","People & careers"],"take":"This was an interesting conversation about someone who has had an interesting career. There was a good mix of personal background & professional insights. OF most interesting to me was the discussion around the fusion of the art & science of quant investing. Linda likes people who are the following: Be bright. Be brief. Be gone. There was an interesting conversation around how PGIM is organized. They can customize for each client. Risk mgmt is a big deal. They (and quants generally) looking for series of small wins vs big swings … but at the end of the day, it depends on the product and what clients are looking for."},{"issue":172,"date":"2024-02-09","title":"Building The World’s Best Data Drilling Operation with Brian O’Keefe","url":"https://kgkcompany.com/building-the-worlds-best-data-drilling-operation-with-brian-okeefe/","author":"Babel Street’s own Brian O’Keefe was","domain":"kgkcompany.com","section":"reading","topics":["Alt data industry"]},{"issue":173,"date":"2024-02-16","title":"Is the \"Modern Data Stack\" Still a Useful Idea?","url":"https://roundup.getdbt.com/p/is-the-modern-data-stack-still-a","domain":"roundup.getdbt.com","section":"articles","topics":["Data engineering"],"take":"Loyal ADW readers will know I enjoy articles like this one which provide historical context, shares recent experiences that then help form the always-difficult predictions about the future. Starting from 2016, Handy’s discussion of the evolution of MDA (Modern Data Stack) is a valuable history for anyone in the space. Today the industry finds itself coming off a universally tough 2023 and heading into a period of likely consolidation and increased impact (see Carlota Perez’s framework chart below)."},{"issue":173,"date":"2024-02-16","title":"The costliest mistake your business can make in machine learning","url":"https://delphinaai.substack.com/p/the-costliest-mistake-your-business","author":"Duncan Gilchrist & Jeremy Hermann","domain":"delphinaai.substack.com","section":"articles","topics":["AI & LLMs"],"take":"Are we solving the right problem? I see this with product development. Developers build really cool products with no commercial use case. Get the problem framing right and you’ll get it right. Focus on what you are trying to predict, how you’ll score hose predictions, and how those predictions will be used. Again a theme of ADW is having domain experience to go along with the data skills."},{"issue":173,"date":"2024-02-16","title":"3 Actionable Tactics To Create A Good Data Strategy","url":"https://www.thdpth.com/p/how-to-create-a-good-data-strategy","author":"Sven Balnojan’s Three Data Pont Thursday","domain":"thdpth.com","section":"articles","topics":["Data strategy & culture","Data engineering"],"take":"Fascinating read. There is a ton of great information. You should read the entire article and sign up for the weekly email. Using NFLX as the example, we go through the steps of creating a better data strategy. The key is to map out the pipeline and figure out which steps are most important. Start there. How can you make that step better. Find the points of leverage in your business & focus your attention."},{"issue":173,"date":"2024-02-16","title":"Advertising, Media, and Entertainment Data + AI Predictions 2024.","url":"https://www.snowflake.com/wp-content/uploads/2023/12/Advertising-Media-and-Entertainment-Data-AI-Predictions-2024-Updated.pdf","domain":"snowflake.com","section":"articles","topics":["AI & LLMs","Data engineering"]},{"issue":173,"date":"2024-02-16","title":"What the court’s ruling in the Meta v Bright Data case really means for web scrapers","url":"https://substack.thewebscraping.club/p/meta-vs-bright-data-court-ruling","author":"Sanaea Daruwalla","pub":"The Web Scarping Club","domain":"substack.thewebscraping.club","section":"reading","topics":["Web scraping & web data","Regulation, privacy & compliance"]},{"issue":173,"date":"2024-02-16","title":"Follow-up on Fashion Industry Pricing Trends: A Data Score Interview with Flywheel","url":"https://thedatascore.substack.com/p/follow-up-on-fashion-industry-pricing","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":173,"date":"2024-02-16","title":"How computer science and artificial intelligence can enhance commercial fishing","url":"https://www.globalseafood.org/advocate/how-computer-science-and-artificial-intelligence-can-enhance-commercial-fishing/","author":"Bonnie Waycott","pub":"Global Seafood Alliance","domain":"globalseafood.org","section":"reading","topics":["AI & LLMs"]},{"issue":173,"date":"2024-02-16","title":"Weekly DaaS Roundup for Feb 8, 2024","url":"https://www.worldofdaas.com/p/news-2024-04-08","author":"World","pub":"DaaS","domain":"worldofdaas.com","section":"reading","topics":["Data monetization"]},{"issue":173,"date":"2024-02-16","title":"Sarah Nagy","url":"https://www.linkedin.com/in/sarah-nagy/","author":"Lindsay Murphy","pub":"Women Lead Data Podcast [","domain":"linkedin.com","section":"reading","topics":["AI & LLMs","People & careers"],"take":"Sara Nagy has a good story. From her days at Citadel where she was “like a Siri” & her role was pulling data at every ad hoc request. It was very inefficient & she started SeekAI to solve the problem."},{"issue":174,"date":"2024-02-23","title":"What is Alternative Data, and Why Does it Matter?","url":"https://capitalgains.thediff.co/p/altdata","domain":"capitalgains.thediff.co","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"If only today’s alt data was as easy as The Bank of England’s weathervane on the Thames to predict ship traffic. Byrne is a prolific writer and is required reading for readers of this Alt Data Weekly. Of particular interest to me was the idea of generating the “Missing KPIs”. We are moving from alpha in the ability to find, ingest, and analyze data to a period where the alpha is found when you are deep in the data & really understanding what it is and then asking informed questions (finding the “missing KPI”)."},{"issue":174,"date":"2024-02-23","title":"What are the key data trends for 2024?","url":"https://www.finextra.com/the-long-read/944/what-are-the-key-data-trends-for-2024","domain":"finextra.com","section":"articles","topics":["Marketplaces & discovery"],"take":"Of most interest to me was the data vendors commentary (#3 below). The key question is “do organisations have the structure, capabilities and technology to fully utilise and distribute such data to the investment teams that need it?” Vendors need to be flexible and get the data to clients in a way they can use it. Not easy."},{"issue":174,"date":"2024-02-23","title":"LLM Data Sales: A Market for Lemons?","url":"https://magis.substack.com/p/llm-data-sales-a-market-for-lemons","domain":"magis.substack.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"See below article about Reddit selling user content (data) for $60m annually. We are data people at an interesting time to be data people. Data owners seem to be sitting on gold mines which are proving difficult to monetize. Alex does a great job framing & articulating a complex problem. AI models want massive amount of data over long periods of time. Marginal Temporal Value is less important (see article). Another challenge is that data is irrevocable. This means once the AI model has ingested the data, it is tough to undo and get back. Lastly is the governance issue, which is common across all data but getting increased attention as the rules around training data are growing in importance."},{"issue":174,"date":"2024-02-23","title":"Meta v. Bright Data Perspectives: A Data Score Interview with Glacier Networks","url":"https://thedatascore.substack.com/p/meta-v-bright-data-perspectives-a","domain":"thedatascore.substack.com","section":"reading","topics":["Web scraping & web data"]},{"issue":174,"date":"2024-02-23","title":"Sonny Rivera","url":"https://www.linkedin.com/in/sonnyrivera/","domain":"linkedin.com","section":"reading","topics":["AI & LLMs","Analytics & data science"],"take":"Really enjoyed this podcast & Sonny’s thought leadership. AI as the new frontier, huge surge in capabilities. His advice is to get curious & have fun with it. Ultimately, incorporating AI into your day-to-day will have a positive impact. Be proactive. Be prepared."},{"issue":175,"date":"2024-03-01","title":"The Rise and Stall of Data Marketplaces: A Critical Look","url":"https://www.nomad-data.com/blog/the-rise-and-stall-of-data-marketplaces-a-critical-look","author":"Nomad Data","domain":"nomad-data.com","section":"articles","topics":["Marketplaces & discovery","Investing & hedge funds"],"take":"I’ve been a skeptic of data marketplaces. I’m envious of how well Nomad has articulated the problem. There is a ton of complexity on both the buy-side and sell-side of a data marketplace. What little success data marketplaces have seen is in a siloed vertical market, where both buyers & sellers can really focus. Even then it is difficult from the buyer perspective to really understand what a data vendor is marketing. The data vendor is struggling to customize their message to hundreds of different buyer personas. This all results in significant inefficiency and has really slowed the overall growth of the data market in recent years. Good to see companies like Nomad addressing the issue."},{"issue":175,"date":"2024-03-01","title":"Why The New York Times might win its copyright lawsuit against OpenAI","url":"https://www.understandingai.org/p/the-ai-community-needs-to-take-copyright","author":"Timothy B Lee & James Grimmelmann","pub":"UnderstandingAI","domain":"understandingai.org","section":"articles","topics":["AI & LLMs","Regulation, privacy & compliance"],"take":"Most articles I’ve read are dismissive of NYT efforts against OpenAI. This article persuasively argues the other side. The most obvious issue is AI models simply regurgitating the original text on which the models are trained. This of course isn’t a good look for someone trying to convince a judge they are not violating copyright laws."},{"issue":175,"date":"2024-03-01","title":"Three Trends for 2024: Unstructured Data vs. Rising Regulation","url":"https://www.tradersmagazine.com/am/three-trends-for-2024-unstructured-data-versus-rising-regulation/","pub":"Traders Magazine","domain":"tradersmagazine.com","section":"articles","topics":["Regulation, privacy & compliance"],"take":"Spoiler alert, here are the three trends Todd predicts will have the most impact on our industry."},{"issue":175,"date":"2024-03-01","title":"Do Hedge Funds Have Data Budget?","url":"https://www.mattober.co/p/hedge-funds-data-budget","domain":"mattober.co","section":"articles","topics":["Investing & hedge funds","Marketplaces & discovery"]},{"issue":175,"date":"2024-03-01","title":"The Transparency Trap","url":"https://hbr.org/2014/10/the-transparency-trap","author":"Ethan Bernstein","domain":"hbr.org","section":"reading"},{"issue":175,"date":"2024-03-01","title":"3 Actionable Tactics To Create A Good Data Strategy","url":"https://www.thdpth.com/p/how-to-create-a-good-data-strategy","author":"Three Data Point Thursday","domain":"thdpth.com","section":"reading","topics":["Data strategy & culture"]},{"issue":175,"date":"2024-03-01","title":"Assessing the ROI of Data","url":"https://thedatascore.substack.com/p/assessing-the-roi-of-data","author":"The Data Score","domain":"thedatascore.substack.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":175,"date":"2024-03-01","title":"Information Asymmetry","url":"https://alexboden.substack.com/p/information-asymmetry","author":"Alex Boden","domain":"alexboden.substack.com","section":"reading","topics":["Deals & funding","Alt data industry"]},{"issue":175,"date":"2024-03-01","title":"What Companies Need to Consider Regarding Policy, Internal Standards, and Best Practices with Data","url":"https://www.nasdaq.com/videos/what-companies-need-to-consider-regarding-policy-internal-standards-and-best-practices-with","author":"Nasdaq","domain":"nasdaq.com","section":"reading","topics":["AI & LLMs","Regulation, privacy & compliance"],"take":"How do you get trust without transparency? GenAI by nature doesn’t offer much transparency. As a result, data quality and governance is of paramount importance. There is a need to be able to audit data sources for PII, MNPI, usage rights, etc."},{"issue":175,"date":"2024-03-01","title":"Automation may be possible — but when will businesses want to do it?","url":"https://mitsloan.mit.edu/ideas-made-to-matter/automation-may-be-possible-when-will-businesses-want-to-do-it","author":"MIT Sloan","domain":"mitsloan.mit.edu","section":"reading","topics":["AI & LLMs"],"take":"AI adoption will be impactful, but likely more gradual than hoped/feared. Amara’s Law in full effect."},{"issue":176,"date":"2024-03-08","title":"Data as an Unacknowledged Commodity: The Case for a Formal Data Exchange","url":"https://medium.com/the-data-harbour/data-as-an-unacknowledged-commodity-the-case-for-a-formal-data-exchange-1b7daf6e35ad","author":"Todd Harbour","domain":"medium.com","section":"articles","topics":["Marketplaces & discovery"],"take":"This is a very thorough article & worth reading for anyone paying attention to data marketplaces / exchanges (set aside some time, this is a detailed article)."},{"issue":176,"date":"2024-03-08","title":"Is Data Still A Competitive Advantage?","url":"https://vinvashishta.substack.com/p/is-data-still-a-competitive-advantage","domain":"vinvashishta.substack.com","section":"articles","topics":["Investing & hedge funds","Deals & funding"],"take":"I’d recommend signing up for Vin’s writings if you are not already. In this article, I like his thoughts around data acquisition and data mobilization. Basically the difference between having data and using it. “The competitive advantage achieved from having access to a dataset is shorter than it used to be”. Said another way, “alpha” (HF speak for an advantage) used to be from accessing data that other did not or could not easily access. Now competing firms are better at using data, so even if you are the first to engage with a new dataset, the advantage will be short-lived."},{"issue":176,"date":"2024-03-08","title":"Information Asymmetry","url":"https://alexboden.substack.com/p/information-asymmetry","domain":"alexboden.substack.com","section":"articles","topics":["Regulation, privacy & compliance"],"take":"PE and VC firms are seen using data for deal sourcing and due diligence. Perhaps it is easy to monitor the identification of good deals, but tougher to measure the misses (didn’t invest in a bad deal). Will be fun to track over the years."},{"issue":176,"date":"2024-03-08","title":"Venture Capital's New Era: AI's Journey From Enhancing Operational Efficiency To Alpha Generation","url":"https://www.forbes.com/sites/josipamajic/2024/01/16/venture-capitals-new-era-ais-journey-from-enhancing-operational-efficiency-to-alpha-generation/?sh=66b9601c3f6c","author":"Josipa Majic Predin","domain":"forbes.com","section":"articles","topics":["AI & LLMs","Investing & hedge funds"]},{"issue":176,"date":"2024-03-08","title":"The Data Couch Podcast","url":"https://www.linkedin.com/company/data-couch/about/","author":"The Data Couch Podcast","domain":"linkedin.com","section":"reading","topics":["Data engineering","Analytics & data science"],"take":"Good conversation around how data is used across organizations & how data teams worry about self-service, mostly due to QA concerns. That said, data is table stakes for most roles today & self-serve is seemingly the future. Data team should keep control of the data & the business teams get the tools to ask questions and get good (ie trustworthy) answer. The key is to have an iterative process & experimentation with good feedback loop."},{"issue":176,"date":"2024-03-08","title":"Norges CEO Nicolai Tangen interviews LSEG CEO David Schwimmer","url":"https://www.youtube.com/watch?v=wYKa5E9bVRA&t=948s","author":"[ Norges CEO Nicolai Tangen","domain":"youtube.com","section":"reading","topics":["Market data & terminals","AI & LLMs"]},{"issue":176,"date":"2024-03-08","title":"E16: The Fertility Crisis","url":"https://open.spotify.com/episode/3BZ3iFetgZryeNKtW6Cnir?si=wWe5IChDRvem_Xym7bSZxw&context=spotify%3Auser%3Akeldxglzd9v8m88v6k1061stb%3Acollection%3Ayour-episodes&nd=1&dlsi=2687e6759c5a49e2","domain":"open.spotify.com","section":"reading","topics":["AI & LLMs"]},{"issue":176,"date":"2024-03-08","title":"Top 7 Data Terms Explained","url":"https://www.linkedin.com/posts/ravitjain_data-dataanalytics-analytics-activity-7170063862162034688-1g7N/","author":"Ravit Jain","domain":"linkedin.com","section":"reading","topics":["Data engineering"]},{"issue":176,"date":"2024-03-08","title":"Data Storytelling","url":"https://explodingtopics.com/topic/data-storytelling?period=120","domain":"explodingtopics.com","section":"reading","topics":["Analytics & data science"]},{"issue":177,"date":"2024-03-15","title":"External Data and AI Are Making Each Other More Valuable","url":"https://hbr.org/2024/02/external-data-and-ai-are-making-each-other-more-valuable","author":"Adam Nahari & Dimitris Bertsimas","pub":"HBR","domain":"hbr.org","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"The article goes into detail about various PE & VC use cases, beyond deal discovery & due diligence. Of most interest to me was the idea the AI will more quickly point to what is important in the mountains data. Filters are key when you have too much information. The real challenge will be training your AI to filter out the non-relevant information. No easy feat."},{"issue":177,"date":"2024-03-15","title":"Data scraping in 2024: What we are watching","url":"https://www.neudata.co/blog/data-scraping-in-2024-what-we-are-watching","author":"Neudata","domain":"neudata.co","section":"articles","topics":["Web scraping & web data","Marketplaces & discovery"],"take":"This article does a nice job summarizing the current landscape. There is quite a bit of uncertainty as we learn how AI is using data. There have been some significant recent legal settlements (Meta vs Bright Data) and there will be more judgements in coming months, mostly around the rights data owners have over how their information is used by AI models. Let’s watch!"},{"issue":177,"date":"2024-03-15","title":"Alternative Benefits of Alternative Data","url":"https://maidencentury.com/resource/alternative-benefits-of-alternative-data","author":"Qaisar Hasan & Stan Altshuller","domain":"maidencentury.com","section":"articles","topics":["Alt data industry","Transaction & consumer data"],"take":"The industry has come a long way from just trying to predict the quarterly sales comp with credit card data. The are limitless opportunities when using alternative sources of data. Platforms like Maiden Century’s help make that data much more accessible. The real defendable alpha will be on the combination of multiple datasets in proprietary ways … this is much tougher for competitors to replicate."},{"issue":177,"date":"2024-03-15","title":"Alternative Data Vendors Offer New Perspectives to Private Equity Firms","url":"https://www.integrity-research.com/alternative-data-vendors-offer-new-perspectives-to-private-equity-firms/","author":"Integrity’s Michael Mayhew","domain":"integrity-research.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"]},{"issue":177,"date":"2024-03-15","title":"Ocean Protocol Update || 2024","url":"https://blog.oceanprotocol.com/ocean-protocol-update-2024-e463bf855b03","author":"The Ocean Protocol Team","domain":"blog.oceanprotocol.com","section":"reading","topics":["Crypto & digital assets","Marketplaces & discovery"]},{"issue":177,"date":"2024-03-15","title":"How the Pentagon Learned to Use Targeted Ads to Find Its Targets—and Vladimir Putin","url":"https://www.wired.com/story/how-pentagon-learned-targeted-ads-to-find-targets-and-vladimir-putin/","author":"Wired","domain":"wired.com","section":"reading","topics":["Geospatial & location","Regulation, privacy & compliance"]},{"issue":177,"date":"2024-03-15","title":"Energizing Your AI-Driven Marketing With Clickstream Data","url":"https://datos.live/energizing-your-ai-driven-marketing-with-clickstream-data/","author":"Bob Knorpp","domain":"datos.live","section":"reading","topics":["AI & LLMs","Web scraping & web data"]},{"issue":177,"date":"2024-03-15","title":"2024 Themes and Trends in AI","url":"https://thedataexchange.media/2024-themes-and-trends-in-ai/","author":"Ben Lorica","pub":"The Data Exchange Podcast","domain":"thedataexchange.media","section":"reading","topics":["AI & LLMs","Marketplaces & discovery"],"take":"This is a bit technical for some of the more business-oriented readers of ADW, but I thought interesting for the few tidbits I was able to collect. Of most interest was the general optimism Ben carries throughout, specifically around the creation of new data tools for GenAI. The idea of new industries being created around AI quality & risk mitigation makes a ton of sense (data labeling, etc), and there is a lot of VC money chasing smart people solving that problem."},{"issue":177,"date":"2024-03-15","title":"Ocean Protocol Update || 2024","url":"https://blog.oceanprotocol.com/ocean-protocol-update-2024-e463bf855b03","domain":"blog.oceanprotocol.com","section":"reading","topics":["Crypto & digital assets","Marketplaces & discovery"]},{"issue":178,"date":"2024-03-22","title":"Data Becomes the New Oil: Businesses Have a Unique Opportunity to Monetize Content and Information as Fuel for AI Models","url":"https://solomonpartners.com/2024/03/14/monetizing-data-to-fuel-ai/","author":"Solomon Partners","domain":"solomonpartners.com","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"The above quote was sourced from this article. AI models need data. There is a limitless supply of data, but finding “good” data that won’t leave you in legal gray area puts some limits on the amount of data readily available for training. The $60m Reddit deal got people excited, but we are just getting started. Data has value, but so will what you do with the data."},{"issue":178,"date":"2024-03-22","title":"Data Is Like Charcoal — Here’s Why","url":"https://www.cdomagazine.tech/opinion-analysis/data-is-like-charcoal-heres-why","author":"Doug Laney & Nathan Whigham","pub":"CDO Magazine","domain":"cdomagazine.tech","section":"articles","topics":["Data strategy & culture"],"take":"I had no idea charcoal briquette industry was started as a result of by-products from Ford’s auto manufacturing process. The authors analogize the value seen in data that is created as a by-product of some other endeavor. Much like Ford’s associate Mr. Kingsford was able to create value out of waste by-product, there are many trying to create value from “by-product” data."},{"issue":178,"date":"2024-03-22","title":"What Happens to Your Sensitive Data When a Data Broker Goes Bankrupt?","url":"https://themarkup.org/privacy/2024/02/23/what-happens-to-your-sensitive-data-when-a-data-broker-goes-bankrupt","author":"Jon Keegan","pub":"The Markup","domain":"themarkup.org","section":"reading","topics":["Marketplaces & discovery"]},{"issue":178,"date":"2024-03-22","title":"App analytics firm Sensor Tower acquires rival Data.ai and is cutting staff","url":"https://techcrunch-com.cdn.ampproject.org/c/s/techcrunch.com/2024/03/18/app-analytics-firm-sensor-tower-acquires-rival-data-ai/amp/","author":"TechCrunch","domain":"techcrunch-com.cdn.ampproject.org","section":"reading","topics":["AI & LLMs","Analytics & data science"]},{"issue":178,"date":"2024-03-22","title":"interviews","url":"https://www.youtube.com/watch?v=BNE6qRnJPlE","author":"Hedgineer’s Michael Watson [","domain":"youtube.com","section":"reading","topics":["Data strategy & culture"],"take":"Great interview. Must listen for anyone working in the institutional investment / data space. Of most interest to me was the focus on having the conversation around “ are we driving value ” … be open about that question and ask it out loud. The goal for the entire firm is making money for the LPs."},{"issue":179,"date":"2024-03-29","title":"Don’t Bore Us—Get to the Chorus!","url":"https://thedatascore.substack.com/p/dont-bore-usget-to-the-chorus","domain":"thedatascore.substack.com","section":"articles","topics":["Marketplaces & discovery","Investing & hedge funds"],"take":"Jason’s Data Score is a must-follow SubStack for the data community. This article admirably describes the problem of too much noise in the marketplace for data. Yes, I know what you are selling is really great … no seriously, really great! … but it doesn’t matter if the message doesn’t get through to the right people. When selling to institutional investors, my experience is that you have ~30 seconds of their attention. If, after ~30 seconds, the prospect does not know what you are doing and why it matters, you’ve lost an opportunity. A picture says 1,000 words … and don’t screw it up because once you’ve lost trust, it is difficult to win back."},{"issue":179,"date":"2024-03-29","title":"Working with high-frequency market data: Data integrity and cleaning","url":"https://databento.com/blog/data-cleaning?hss_channel=tw-1337547385308770304","author":"Databento","domain":"databento.com","section":"articles","topics":["Market data & terminals","Data governance & quality"],"take":"Part 1 of a coming series. This is a hard problem and I am not an expert, but this post does a good job of laying out the terms and basic issues of data quality."},{"issue":179,"date":"2024-03-29","title":"Invesco wants to use generative AI to cut costs but not yet pick stocks","url":"https://www.ft.com/content/5ad52c6c-a76e-485f-b721-6cffc4f50008","domain":"ft.com","section":"articles","topics":["AI & LLMs"],"take":"Bottom line is AI can do some cool things, but the low-hanging fruit is going to be the boring things. AI may someday build a model that beats the market with less risk, but AI is going to start by filling out the DDQ & anticipating/delivering the files you’ll need for your 3pm meeting. You’ll be able to focus on the important stuff (see Final Thoughts)."},{"issue":179,"date":"2024-03-29","title":"Trends in Master Data Management","url":"https://letstalkdatapodcast.podbean.com/","author":"Corrie Birkeness","pub":"the Let’s Talk Data Podcast","domain":"letstalkdatapodcast.podbean.com","section":"reading","topics":["Data engineering","Data governance & quality"],"take":"This is the 100th episode of the Let’s Talk Data Podcast."},{"issue":179,"date":"2024-03-29","title":"When And How To Conduct An AI Program","url":"https://www.dataengineeringpodcast.com/vast-data-ai-program-episode-415","domain":"dataengineeringpodcast.com","section":"reading","topics":["AI & LLMs","Data engineering"]},{"issue":179,"date":"2024-03-29","title":"Auren Hoffman","url":"https://twitter.com/auren/status/1770124561784205401","domain":"twitter.com","section":"reading"},{"issue":180,"date":"2024-04-05","title":"Ten years of web scraping: a personal perspective about selling web data","url":"https://substack.thewebscraping.club/p/selling-web-scraped-data","author":"Pierluigi Vinciguerra","pub":"The Web Scraping Club","domain":"substack.thewebscraping.club","section":"articles","topics":["Web scraping & web data","Data monetization"],"take":"Really interesting background on how and why this group started DataBoutique.com. I enjoy these stories to know that my experience is not unique. They are trying to remove the friction in the process of selling data, specifically the process of selling web scraped data. Not an easy proposition!"},{"issue":180,"date":"2024-04-05","title":"The Paradox of Data: A Commodity Unlike Any Other","url":"https://medium.com/the-data-harbour/the-paradox-of-data-a-commodity-unlike-any-other-78690c3bf13d","domain":"medium.com","section":"articles","topics":["Data strategy & culture","Data monetization"],"take":"Todd’s Data Harbour is a must follow for those in the data space. Excellent thought piece on data comparing/contrasting data with physical commodities (“ data is the new oil! ”). While rivaling physical commodities in importance, data is very different in some core features like cost, price, and value. The “refining” process is much more important in the world of data and can potentially change the value considerably."},{"issue":180,"date":"2024-04-05","title":"Reflections on Strong Momentum and Category Leadership in Data Observability","url":"https://www.montecarlodata.com/blog-reflections-on-strong-momentum-and-category-leadership-in-data-observability/","author":"Barr Moses","pub":"Monte Carlo","domain":"montecarlodata.com","section":"articles","topics":["Data governance & quality","AI & LLMs"],"take":"Data trust is huge issue. Doing it well sets you apart. The dawn of AI has brought this issue much more attention. This is a great update on Monte Carlo and the data observability space generally. Big companies are being built in this space."},{"issue":180,"date":"2024-04-05","title":"Ed Lavery of Placer.ai","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-placerai-episode","author":"Mark Fleming-Williams Alternative Data Podcast","domain":"shows.acast.com","section":"reading","topics":["AI & LLMs","Alt data industry"],"take":"Ed joined Placer.ai summer 2023. Recently another data market veteran joined the Placer.ai team as well, Felipe Torres. That change prompted me to listen to this podcast from September 2023."},{"issue":180,"date":"2024-04-05","title":"CIO Vision 2025: Bridging the gap between BI and AI","url":"https://www.databricks.com/resources/whitepaper/mit-cio-vision-2025","author":"MIT & Databricks","domain":"databricks.com","section":"reading","topics":["AI & LLMs","Data engineering"]},{"issue":180,"date":"2024-04-05","title":"Gable.ai","url":"https://www.linkedin.com/company/gable-ai/","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":181,"date":"2024-04-12","title":"Taming the Unstructured Beast: Data Tools for Unleashing Generative AI","url":"https://gradientflow.substack.com/p/taming-the-unstructured-beast-data","domain":"gradientflow.substack.com","section":"articles","topics":["AI & LLMs","Data engineering"],"take":"Working with data is hard. Integrating GenAI and LLMs into current processes so decision makers can engage with confidence is really hard. The author does a great job of putting in place a framework of steps needed to execute effectively. The coming move to Gen AI requires a “ renewed focus on data engineering and data management tools ”. Check out full slide deck here."},{"issue":181,"date":"2024-04-12","title":"External Data and AI Are Making Each Other More Valuable","url":"https://hbr.org/2024/02/external-data-and-ai-are-making-each-other-more-valuable","author":"Adam Nahari & Dimitris Bertsimas","domain":"hbr.org","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"A big problem with external data is incorporating it into your firm’s investment process. AI makes that easier. AI is a tool used to more effectively engage with data of all sorts, including external data. The authors put forth a couple use cases in which they use external data to evaluate private market investment opportunities. Investment firms need to be evaluating AI tools. It is yet to be determined which use cases will provide the greatest advantage, but the potential is too great to ignore."},{"issue":181,"date":"2024-04-12","title":"How do asset managers see AI?","url":"https://www.investmentnews.com/fintech/news/how-do-asset-managers-see-ai-251420","author":"Leo Almazora","domain":"investmentnews.com","section":"articles","topics":["AI & LLMs","Investing & hedge funds"],"take":"This article cites a Mercer Report which I’ve highlighted below in the Charts section. Bottom line is AI is being incorporated into the investment process, but a human remains in-the-loop."},{"issue":181,"date":"2024-04-12","title":"AI Act","url":"https://digital-strategy.ec.europa.eu/en/policies/regulatory-framework-ai","domain":"digital-strategy.ec.europa.eu","section":"articles","topics":["AI & LLMs","Regulation, privacy & compliance"]},{"issue":181,"date":"2024-04-12","title":"Second Issue: Getting the Hang of It!","url":"https://her-ai-insider.beehiiv.com/p/second-issue-starting-get-hang","author":"Erin Stanton","pub":"Her AI insider","domain":"her-ai-insider.beehiiv.com","section":"reading","topics":["AI & LLMs"]},{"issue":181,"date":"2024-04-12","title":"interviews","url":"https://www.youtube.com/watch?v=Exn5m7OcjSg&ab_channel=Hedgineer","author":"Hedgineer’s Michael Watson [","domain":"youtube.com","section":"reading","topics":["AI & LLMs","ESG & climate"],"take":"These are two of my favorite people in the data world. Hedgineer & Carbon Arc are leading us toward the future of the data industry. Of most interest to me was Kirk’s idea that time-in-the-seat matters and investing is still largely an appreciate-ship business. You simply need reps to get better at investing. As it relates to data, Kirk asks about the tradeoffs of AI taking the place of those early days of time-in-seat. Young analysts will miss out on doing some of those mundane, but valuable tasks that AI can do better."},{"issue":181,"date":"2024-04-12","title":"Live Data Technologies","url":"https://www.livedatatechnologies.com/","domain":"livedatatechnologies.com","section":"reading"},{"issue":182,"date":"2024-04-19","title":"Transforming Finance: The Impact of Generative AI on Financial Data in the Past Year","url":"https://symphony.com/insights/blog/transforming-finance-the-impact-of-generative-ai-on-financial-data-in-the-past-year/","author":"Doug Hopkins","domain":"symphony.com","section":"articles","topics":["AI & LLMs"],"take":"AI is a new tool that is driving change in many areas of life, but finance has proven to be an early mover and, given it is a data-heavy world, finance has the potential to see a lot of benefit."},{"issue":182,"date":"2024-04-19","title":"What Is AI-Driven Growth?","url":"https://vinvashishta.substack.com/p/what-is-ai-driven-growth","domain":"vinvashishta.substack.com","section":"articles","topics":["AI & LLMs"],"take":"Everyone will eventually be using AI (even if they don’t know it). The author provides an interesting maturity model framework. Until a business has systems, models, and frameworks that explain complex & uncertain AI product strategy concepts, there’s no way to realize an AI-driven growth trajectory."},{"issue":182,"date":"2024-04-19","title":"NIST Identifies Types of Cyberattacks That Manipulate Behavior of AI Systems","url":"https://www.nist.gov/news-events/news/2024/01/nist-identifies-types-cyberattacks-manipulate-behavior-ai-systems","author":"NIST","domain":"nist.gov","section":"articles","topics":["AI & LLMs"]},{"issue":182,"date":"2024-04-19","title":"Can Europe Continue to Fuel Netflix's Global Growth? An Interview with Fable Data","url":"https://thedatascore.substack.com/p/can-europe-continue-to-fuel-netflixs","domain":"thedatascore.substack.com","section":"reading","topics":["Transaction & consumer data","Alt data industry"]},{"issue":182,"date":"2024-04-19","title":"published","url":"https://podcasts.apple.com/us/podcast/ais-impact-in-the-world-of-structured-data-analytics/id1574755368?i=1000648630278","author":"The Analytics Engineering podcast [","domain":"podcasts.apple.com","section":"reading","topics":["Analytics & data science","AI & LLMs"],"take":"Great perspective on how we got where we are today regarding data analytics. Zoom out. Good idea session about how things are changing in this world of data."},{"issue":182,"date":"2024-04-19","title":"Catalogs & Cocktails","url":"https://data.world/podcasts/","author":"Juan also","domain":"data.world","section":"reading","topics":["Data governance & quality"]},{"issue":182,"date":"2024-04-19","title":"16 Changes to the Way Enterprises Are Building and Buying Generative AI","url":"https://a16z.com/generative-ai-enterprise-2024/","author":"A16Z’s Sarah Wang & Shangda Xu","domain":"a16z.com","section":"reading","topics":["AI & LLMs"]},{"issue":183,"date":"2024-04-26","title":"The State of Public Web Data Report 2024","url":"https://brightdata.com/state-of-public-web-data","author":"Bright Data","domain":"brightdata.com","section":"articles","topics":["Web scraping & web data","Data strategy & culture"],"take":"Wow! 90+ pages of important content. I will have new findings to highlight for weeks! This report is the results of a survey of 500 decision-makers across a broad range of industries. There is a lot to highlight, but I was initially surprised that 92% of respondents had some sort of public web data strategy. This is far more than I expected. There is of course the call for more data (see next article). Slides 30+ are industry specific."},{"issue":183,"date":"2024-04-26","title":"Betting on the Doppelgänger: The Role of Synthetic Data in the AI Privacy Question.","url":"https://sites.duke.edu/thelilypad/2024/04/21/betting-on-the-doppelganger-the-role-of-synthetic-data-in-the-ai-privacy-question/","author":"Nazirjon Ismoiljonov","domain":"sites.duke.edu","section":"articles","topics":["Regulation, privacy & compliance","Synthetic data"],"take":"Good overview of synthetic data, including the advantages (privacy, rights) & disadvantages (bias, not “real”). Synthetic data is one solution to the privacy and rights issue associated with data. It remains imperfect, but a needed solution to the massive amount of data required to train AI models."},{"issue":183,"date":"2024-04-26","title":"AI Data Licensing Deals","url":"https://magis.substack.com/p/ai-data-licensing-deals","domain":"magis.substack.com","section":"articles","topics":["AI & LLMs"],"take":"We are so early in this evolution. Data has value, but price is widely divergent ($2.5m for access to X data seems wildly different than $60m for Reddit). Alex puts forth a good effort to create a list of current public AI data deals. I imagine within 1-2 years this list will expand dramatically. It remains to be seen how data owners maximize value, but my thought is that data processed through AI models will be a requirement. See related articles here:"},{"issue":183,"date":"2024-04-26","title":"Artificial Intelligence Has Read Everything On The Internet But Remains Hungry For More Data","url":"https://twistedsifter.com/2024/04/artificial-intelligence-has-read-everything-on-the-internet-but-remains-hungry-for-more-data/#google_vignette","author":"Trisha Leigh","domain":"twistedsifter.com","section":"reading","topics":["AI & LLMs"]},{"issue":183,"date":"2024-04-26","title":"Is it Data Product or Data as a Product?","url":"https://www.listennotes.com/podcasts/lets-talk-data/is-it-data-product-or-data-QYdWmgy9oB1/","author":"Let’s Talk Data Podcast","domain":"listennotes.com","section":"reading","topics":["Data monetization"],"take":"Defining the business problem is the key. Data products are great, but to get broad buy-in you need to communicate the business problem the data product will address."},{"issue":183,"date":"2024-04-26","title":"I scraped all of ChatGPT’s Enterprise customers – here’s what I learned","url":"https://bloomberry.com/i-analyzed-all-of-chatgpts-enterprise-customers-heres-what-i-learned/","domain":"bloomberry.com","section":"reading","topics":["AI & LLMs"]},{"issue":184,"date":"2024-05-03","title":"Building a Million Dollar Data Product","url":"https://seattledataguy.substack.com/p/building-a-million-dollar-data-product","domain":"seattledataguy.substack.com","section":"articles","topics":["Data monetization","Market data & terminals"],"take":"Great outline of data product. Lots of people and companies have interesting data. Turning it in to a “product” is a huge step and can be the difference between success and failure. This is not just “create a dashboard”, but knowing how your customer works and how they can best put to use what you can deliver. Largely this involves delivering it to them in their existing workflow (why firms like LSEG/Refinitiv are so well positioned). Having the best data is no longer the sole determining factor…selling and delivering matters more now than ever."},{"issue":184,"date":"2024-05-03","title":"Data Silos to Dollars: Unifying Your Funnel for Multi-Marketplace Growth","url":"https://www.vendia.com/blog/data-silos-to-dollars-unifying-your-funnel-for-multi-marketplace-growth/","author":"Vendia’s Aditya Thatte","domain":"vendia.com","section":"articles","topics":["Marketplaces & discovery","Data monetization"],"take":"Interesting look at the different stages of data selling/buying. TOFU, MOFU, BOFU (T op, M iddle, B ottom of F unnel). Preparing data to be sold and then selling data is a significant challenge. Buyers are overwhelmed and seller struggle to break through the noise."},{"issue":184,"date":"2024-05-03","title":"How AI-Powered Work Is Moving From Copilot to Autopilot","url":"https://baincapitalventures.com/insight/how-ai-powered-work-is-moving-from-copilot-to-autopilot/","domain":"baincapitalventures.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"I really enjoyed this article. This is a framework for how people will engage with AI. Greater value is created when you go from “ no automation ” to “ full automation ” … but it is reliant on trust and data quality."},{"issue":184,"date":"2024-05-03","title":"quoted","url":"https://twitter.com/lastcallcnbc/status/1783634588457128018?s=46","domain":"twitter.com","section":"articles","topics":["AI & LLMs"]},{"issue":184,"date":"2024-05-03","title":"In Good Company Podcast","url":"https://www.nbim.no/en/publications/podcast/","domain":"nbim.no","section":"reading"},{"issue":184,"date":"2024-05-03","title":"Seattle Data Guy","url":"https://seattledataguy.substack.com/p/building-a-million-dollar-data-product","domain":"seattledataguy.substack.com","section":"reading"},{"issue":184,"date":"2024-05-03","title":"World of DAAS podcast","url":"https://www.safegraph.com/podcasts","domain":"safegraph.com","section":"reading","topics":["Data monetization"]},{"issue":185,"date":"2024-05-10","title":"Learning from the Past: Comparing the Hype Cycles of Big Data and GenAI","url":"https://gradientflow.substack.com/p/learning-from-the-past-comparing","author":"Assaf Araki & Ben Lorica","pub":"Gradient Flow","domain":"gradientflow.substack.com","section":"articles","topics":["AI & LLMs","Data strategy & culture"],"take":"I love the historical context. One of my favorite terms is “ trough of disillusionment ” from the hype cycle. There is so much hype around AI & associated data, there will inevitably be a pull back and many companies will go bust. The winners will be focused on solving real business problems with tech that actually works rather than cool tech seeking problems to solve. While perhaps boring for the technologists in the crowd, starting with the business problem and bringing the technology to solve the problem is the path towards creating sustainable value."},{"issue":185,"date":"2024-05-10","title":"The State of Public Web Data Report 2024.","url":"https://brightdata.com/static/state_of_public_web_data_report_2024.pdf?md5=2589325-c03ec92c","domain":"brightdata.com","section":"articles","topics":["Web scraping & web data","Investing & hedge funds"],"take":"Long-only investors are underutilizing alternative data. The common sentiment has been that alt data is only useful for short-term trading signals. This is incorrect. Even the longest time horizon investors pay attention to changes in short-term trends. I spent years calling on the largest mutual fund investors in the world and was told by PMs that they needed to watch for changes to their investment theses daily … things can and do change overnight., the best long-term investors need to have their fingers on the pulse of change."},{"issue":185,"date":"2024-05-10","title":"Commentary: Misconceptions about using AI and data science in private markets investing","url":"https://www.pionline.com/industry-voices/commentary-misconceptions-about-using-ai-and-data-science-private-markets-investing","author":"Drew Conway","pub":"P&I","domain":"pionline.com","section":"articles","topics":["Analytics & data science","AI & LLMs"]},{"issue":185,"date":"2024-05-10","title":"AI has arrived. Long live AI. Now what do I do with it?","url":"https://www.nomad-data.com/blog/ai-has-arrived-long-live-ai-now-what-do-i-do-with-it","author":"Nomad Data","domain":"nomad-data.com","section":"reading","topics":["AI & LLMs"]},{"issue":185,"date":"2024-05-10","title":"An Industry Shift: Moving From Collecting to Automating Metadata","url":"https://dataproducts.substack.com/p/an-industry-shift-moving-from-collecting","author":"Mark Freeman & Chad Sanderson","domain":"dataproducts.substack.com","section":"reading","topics":["Data governance & quality"]},{"issue":185,"date":"2024-05-10","title":"The Ukraine war is driving rapid innovation in drone technology","url":"https://www.understandingai.org/p/the-ukraine-war-is-driving-rapid","author":"Tim Mak","domain":"understandingai.org","section":"reading"},{"issue":185,"date":"2024-05-10","title":"Driving Revenue By Getting Your Data Outside Your Company","url":"https://www.youtube.com/watch?app=desktop&v=Ig8nsmPlgb8","author":"Solomon Kahn","domain":"youtube.com","section":"reading","topics":["Data monetization"],"take":"Solomon Kahn, Founder & CEO, Delivery Layer. Initial question from mgmt: “ We have all of this data, shouldn’t there be some way of making money from it? ”. How to go from this question to data product? Loved this video…I lived this for years with my former company, 90 West Data. We talked to data owners ad nauseum about selling their data…all of the pros/cons/challenges/benefits Solomon articulates are spot on."},{"issue":185,"date":"2024-05-10","title":"Generate AI Making Waves","url":"https://pages.awscloud.com/GLOBAL-field-DL-gen-ai-making-waves-report-learn.html","author":"AWS commissioned a report","domain":"pages.awscloud.com","section":"reading","topics":["AI & LLMs"]},{"issue":186,"date":"2024-05-17","title":"How To Price A Data Asset","url":"https://pivotal.substack.com/p/how-to-price-a-data-asset","author":"Abraham Thomas","domain":"pivotal.substack.com","section":"articles","topics":["Data monetization","AI & LLMs"],"take":"Article of the week! “every discussion of price has to begin with understanding that value: how the data will be used, and by whom.” There is a TON of important information in this article about the business of data. Read the article. I will highlight just one idea: “multi-dimensional data quality”. Data quality requirements change by use case. In a previous role, I sold data to various end markets, including: investors (very high requirements for accuracy & precision), ad tech (very high requirements for coverage & depth), & corporates (varying quality requirement based on myriad use cases). A new one for me is the rapidly evolving needs of the AI-buyer. For training AI models, data structure & internals matter. Basically cleanliness and annotations."},{"issue":186,"date":"2024-05-17","title":"AI and the Next Wave of Transformation","url":"https://www.bcg.com/publications/2024/ai-next-wave-of-transformation","author":"BCG","domain":"bcg.com","section":"articles","topics":["AI & LLMs"],"take":"This is a 31-page report. As a sidenote I have seen a lot of these types of reports in recent weeks…perhaps AI is pushing out fancy-looking market reports! “The most meaningful impact of AI adoption will come when entire workflows are redesigned to maximize the collaboration between AI-driven value and human creativity.” I don’t think the AI will drive workflow redesign ... I think existing workflows will dramatically improve. I think getting the right data to the right person and the right time … impactful enough that there is a WOW factor…that will be a solution that wins."},{"issue":186,"date":"2024-05-17","title":"Data Vendors: Engage Investors by Starting with the Answer","url":"https://maidencentury.com/article/data-vendors-dont-make-the-investor-do-all-the-work-instead-start-with-the-answer","author":"Jack Killea","pub":"Maiden Century","domain":"maidencentury.com","section":"articles","topics":["Marketplaces & discovery","Investing & hedge funds"],"take":"Selling data is hard. The ability to tell a concise, compelling story about what your data will do for your customer is key (and difficult). Starting with the answer helps a ton."},{"issue":186,"date":"2024-05-17","title":"CFO insights: Data is the tide that lifts all ships","url":"https://www.datadiligence.com/post/cfo-insights-data-is-the-tide-that-lifts-all-ships","domain":"datadiligence.com","section":"articles","topics":["Analytics & data science"]},{"issue":186,"date":"2024-05-17","title":"Web Scraping from 0 to hero: data cleaning processes","url":"https://substack.thewebscraping.club/p/web-data-quality-pipeline","author":"Pierluigi Vinciguerra","domain":"substack.thewebscraping.club","section":"reading","topics":["Web scraping & web data"]},{"issue":186,"date":"2024-05-17","title":"Celebrating the 50th article of The Lab series","url":"https://substack.thewebscraping.club/p/50-articles-about-web-scraping","author":"Pierluigi Vinciguerra also","domain":"substack.thewebscraping.club","section":"reading","topics":["Web scraping & web data"]},{"issue":186,"date":"2024-05-17","title":"Judge tosses X’s contract claims against data scraping company","url":"https://www.courthousenews.com/judge-tosses-xs-contract-claims-against-data-scraping-company/","author":"Natalie Hanson","domain":"courthousenews.com","section":"reading","topics":["Web scraping & web data"]},{"issue":186,"date":"2024-05-17","title":"Brian Lee","url":"https://www.youtube.com/watch?v=Gvjwh6t3UvU","author":"Michael Watson","pub":"Hedgineer","domain":"youtube.com","section":"reading","topics":["Investing & hedge funds"],"take":"I’ve really enjoyed these Hedgineer conversations. They are building a good library of interview content. The UX/UI is important and, as Michael notes early, is often overlooked, particularly in the investment space. Of most interest to me is the importance of initial conversation with end-user and the subsequent feedback loop. Design starts with conversation."},{"issue":186,"date":"2024-05-17","title":"A day in the life of a portfolio manager | Stephanie W. Vardheim | Norges Bank Investment Management","url":"https://www.youtube.com/watch?v=RFzGl3VbRbA","domain":"youtube.com","section":"reading","topics":["Investing & hedge funds","Transaction & consumer data"]},{"issue":186,"date":"2024-05-17","title":"Unstructured Data and AI: Fine-Tuning LLMs to Enhance the Investment Process","url":"https://rpc.cfainstitute.org/en/research/reports/2024/unstructured-data-and-ai","author":"Brian Pisaneschi","domain":"rpc.cfainstitute.org","section":"reading","topics":["AI & LLMs"],"take":"You’ve got to change to stay ahead, and it seems change is abundant these days. h/t Meg Bratley’s CFA Institute report: Using unstructured data and AI in investing. May 2024."},{"issue":186,"date":"2024-05-17","title":"AI at Work Is Here. Now Comes the Hard Part","url":"https://www.microsoft.com/en-us/worklab/work-trend-index/ai-at-work-is-here-now-comes-the-hard-part/","author":"Microsoft","domain":"microsoft.com","section":"reading","topics":["AI & LLMs"]},{"issue":186,"date":"2024-05-17","title":"podcast","url":"https://www.youtube.com/watch?v=Gvjwh6t3UvU&t=38s","author":"Michael Watson makes the point in his podcast","domain":"youtube.com","section":"reading","topics":["AI & LLMs"]},{"issue":187,"date":"2024-05-24","title":"What Makes A Great Data & AI Product Manager According To Data Teams?","url":"https://vinvashishta.substack.com/p/what-makes-a-great-data-and-ai-product","domain":"vinvashishta.substack.com","section":"articles","topics":["AI & LLMs","Data engineering"],"take":"It is worth subscribing to Vin’s newsletter if you haven’t already. Vin surveyed over 200 data teams to get an answer to the question posed. Not surprisingly, great data & AI product managers tend to be good people that treat their teams with respect…but I guess this would be the case across disciplines. Beyond that basic need to manage anyone, there was good insight into a number of traits, but of most interest to me was the idea that leaders need to understand the business & user problems (domain expertise) AND be able to think outside the “ this is how it’s always been done ” box. Don’t get boxed in by existing solutions … tech is changing rapidly and if we start with the problem and go from there, this is a better approach."},{"issue":187,"date":"2024-05-24","title":"Data-as-a-Service Canvas - Q1 2024","url":"https://www.ikonapartners.com/articles/data-as-a-service-canvas-q1-2024","author":"Ikona Partners","domain":"ikonapartners.com","section":"articles","topics":["Data monetization","Deals & funding"],"take":"Lots of good info on the investment activity in the DaaS market (slide 14) & valuation comps (slide 25). I particularly liked Slide 4: “Evaluating Data Source Defensibility for DaaS Businesses”."},{"issue":187,"date":"2024-05-24","title":"Your goal should not be to get me to spend more time in your data product","url":"https://lindsaysnewsletter.substack.com/p/your-goal-should-not-be-to-get-me","domain":"lindsaysnewsletter.substack.com","section":"articles","topics":["Data monetization","Analytics & data science"]},{"issue":187,"date":"2024-05-24","title":"How To Price A Data Asset","url":"https://pivotal.substack.com/p/how-to-price-a-data-asset","author":"Abraham Thomas","domain":"pivotal.substack.com","section":"reading","topics":["Data monetization","Analytics & data science"],"take":"The most interesting takeaway for me is the idea that when you need to scale, you need standardization and consistent workflows. Ted makes the point that the average tenure of a data scientist is 19 months. Do your organization’s processes make it easy to quickly transition?"},{"issue":187,"date":"2024-05-24","title":"Prof G’s interview of Professor Cal Newport","url":"https://www.youtube.com/watch?v=F3pnhsJbfM8","author":"[Prof G","domain":"youtube.com","section":"reading","topics":["AI & LLMs"],"take":"Data and AI will play a huge role in changes to the asset mgmt business in coming years."},{"issue":187,"date":"2024-05-24","title":"Bain Capital Ventures","url":"https://baincapitalventures.com/insight/how-ai-powered-work-is-moving-from-copilot-to-autopilot/","domain":"baincapitalventures.com","section":"reading"},{"issue":188,"date":"2024-05-31","title":"A Step-by-Step Guide to Improve Data Quality","url":"https://dqops.com/thank-you-for-your-interest-in-dqo-ebook/","domain":"dqops.com","section":"articles","topics":["Data governance & quality","AI & LLMs"],"take":"120 pages! This is a framework for understanding data quality. The challenges of establishing and maintaining quality data has been brought to the forefront by AI. Organizations suddenly are relying on data that may or may not be any good. This document is a step-by-step approach to setting up data quality monitoring, analyzing key performance indicators (KPIs), and continuously improving data quality."},{"issue":188,"date":"2024-05-31","title":"Freeing the chatbot","url":"https://www.oneusefulthing.org/p/freeing-the-chatbot","domain":"oneusefulthing.org","section":"articles","topics":["AI & LLMs"],"take":"I have found myself interested in reading just about everything Ethan Mollick publishes. I have then found myself amazed at how much Ethan Mollick publishes. I have no idea if Ethan reads the ADW, but if so … thanks, I’ve learned a lot."},{"issue":188,"date":"2024-05-31","title":"Data Dividends","url":"https://magis.substack.com/p/data-dividends","domain":"magis.substack.com","section":"articles","topics":["Data monetization","Regulation, privacy & compliance"],"take":"The idea of explicitly paying people for passively collected individual data (creating a “dividend” to be paid to consumers for passively participating) has been tried and, as Alex points out, doesn’t scale."},{"issue":188,"date":"2024-05-31","title":"How To Price A Data Asset","url":"https://pivotal.substack.com/p/how-to-price-a-data-asset","author":"Abraham Thomas","domain":"pivotal.substack.com","section":"reading","topics":["Data monetization"]},{"issue":188,"date":"2024-05-31","title":"Duct Tape, Zip Ties, and WD-40","url":"https://stormking.substack.com/p/duct-tape-zip-ties-and-wd-40","author":"Dan Evan’s","pub":"Storm King Analytics","domain":"stormking.substack.com","section":"reading","topics":["Analytics & data science"],"take":"I have found that even pulling together this ADW every week helps me think. Even though I am largely “just” grabbing the articles of other (smarter) people, I still need to read the article with some level of focus & hold myself accountable by sharing 1-2 sentences of “my take”. Otherwise, I would likely just skim & forget. I find the act of writing about a thing makes a huge difference in your understanding of that thing."},{"issue":189,"date":"2024-06-07","title":"The CFPB’s Proposed Rule on Open Banking and its Potential Impact on Alternative Data","url":"https://www.integrity-research.com/the-cfpbs-proposed-rule-on-open-banking-and-its-potential-impact-on-alternative-data/","author":"Eagle Alpha’s Mikheil Shengelia","domain":"integrity-research.com","section":"articles","topics":["Alt data industry","Regulation, privacy & compliance"],"take":"This was published after a recent Eagle Alpha webinar on the same topic. The proposed rule says “third parties authorized to access consumer data must use it only for the purposes explicitly allowed by the consumer and are prohibited from using it for targeted advertising orother commercial purposes without consent.”"},{"issue":189,"date":"2024-06-07","title":"Interoperability and AI in Trading Workflows","url":"https://a-teaminsight.com/whitepapers/interoperability-and-ai-in-trading-workflows/?brand=tti","author":"LSEG / Trading Tech Insights","domain":"a-teaminsight.com","section":"articles","topics":["Investing & hedge funds","AI & LLMs"],"take":"25-page white paper. There is a lot here, but of most interest to me is the idea while there has been a massive investment made is systems, data, and processes … there is a lot of room to generate more value from the data, analysis and systems at a trader’s disposal. Getting the right data pushed to the right person, at the right time is a structural advantage to those doing it well."},{"issue":189,"date":"2024-06-07","title":"Assessing the Present and Future of AI in Markets","url":"https://www.tradersmagazine.com/tech-tuesday/tech-tuesday-assessing-the-present-and-future-of-ai-in-markets/","author":"Traders Magazine","domain":"tradersmagazine.com","section":"articles","topics":["AI & LLMs"]},{"issue":189,"date":"2024-06-07","title":"Balancing Brilliance and Practicality: The Sustainability Challenge for Analysts & Data Scientists","url":"https://stormking.substack.com/p/balancing-brilliance-and-practicality","author":"Storm King Analytics","domain":"stormking.substack.com","section":"reading","topics":["Analytics & data science","ESG & climate"]},{"issue":189,"date":"2024-06-07","title":"How to Win Friends and Influence Economists: Thoughts on Nowcasting with Random Forests","url":"https://www.linkedin.com/pulse/how-win-friends-influence-economists-thoughts-nowcasting-random-mum7c/","author":"System2","domain":"linkedin.com","section":"reading","topics":["Macro & economic signals"]},{"issue":189,"date":"2024-06-07","title":"What Is a Collaborative Data Ecosystem?","url":"https://www.linkedin.com/pulse/what-collaborative-data-ecosystem-matthew-bernath-ednae/","author":"Matthew Bernath","domain":"linkedin.com","section":"reading","topics":["Data monetization"]},{"issue":189,"date":"2024-06-07","title":"Data Dividends","url":"https://magis.substack.com/p/data-dividends","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"reading","topics":["Data monetization","Regulation, privacy & compliance"]},{"issue":189,"date":"2024-06-07","title":"Unstructured Data and AI in Investments","url":"https://global.cfainstituteevents.org/event/21fb872a-d048-4bfd-8c48-ef6863ff573a/summary?RefId=Society%20Promotion","author":"Anastasia Diakaki","pub":"the CFA Institute","domain":"global.cfainstituteevents.org","section":"reading","topics":["AI & LLMs"],"take":"Interesting recording that is worth a listen. I particularly value the historical context provided around the technology & frank discussion of challenges and pitfalls."},{"issue":189,"date":"2024-06-07","title":"The Danger Zone in Data Science","url":"https://delphinaai.substack.com/p/the-danger-zone-in-data-science","author":"Duncan Gilchrest & Jeremey Hermann","domain":"delphinaai.substack.com","section":"reading","topics":["Analytics & data science","People & careers"],"take":"The authors do a great job of describing how small mistakes can lead to major output errors."},{"issue":189,"date":"2024-06-07","title":"3 Steps to Find (and Communicate) Your Value","url":"https://www.categorypirates.news/p/3-steps-to-find-and-communicate-your","author":"Category Pirates","domain":"categorypirates.news","section":"reading","topics":["Alt data industry"],"take":"This is a new SubStack I’ve come across. I feel like “ alternative data ” is largely a new(ish) category that struggles to define value and communicate this value to the world."},{"issue":190,"date":"2024-06-14","title":"Financial Statement Analysis with Large Language Models","url":"https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4835311","domain":"papers.ssrn.com","section":"articles","topics":["AI & LLMs"],"take":"It seems with many of these types of studies, the answer ends up being that the humans using AI are going to win. AI actually has been shown to help poor performers more than high performers. It is amazing that you can feed mountains of financial information into an LLM and it will report back with solid (but not perfect) work. Even if the AI system is simply used to ingest and organize the data, the human analyst is far better off than prior. I am a firm believer that the value of the human-in-the-loop increases as intuition gain importance, increasing the need for people with good “people skills”. This stuff is amazing."},{"issue":190,"date":"2024-06-14","title":"The Case for Data Ownership and Compensation: A Call for Transparency and Respect in the Automotive Industry","url":"https://medium.com/the-data-harbour/the-case-for-data-ownership-and-compensation-a-call-for-transparency-and-respect-in-the-automotive-f5fa31a8eace","domain":"medium.com","section":"articles","topics":["Data monetization","Regulation, privacy & compliance"],"take":"Having just taken my first Waymo ride (driverless car) last week, this article jumped out at me. Every trip the Waymo car is collecting millions of data points. The same goes from the traditional driver-needed Volvo car I own … there is an app that shows everything I need to know (or didn’t need to know) about my car. All this data has some value, the question is, what is the value & who owns the data? I can imagine a scenario where a driverless Waymo car might offer me a cheaper fare if I agree to let it drive me by a new store first, adding a few minutes to the trip. Or maybe the ride will be free if I listen to a commercial while in the car. Maybe The Home Depot will offer me a coupon if I initially ask my Waymo to take me to Lowe’s. The possibilities are endless."},{"issue":190,"date":"2024-06-14","title":"How to Escape Data Flatland","url":"https://www.thdpth.com/p/how-to-escape-data-flatland","domain":"thdpth.com","section":"articles","topics":["Data strategy & culture"]},{"issue":190,"date":"2024-06-14","title":"How to Generate Alpha with Alternative Data Even if You Only Have One Dataset","url":"https://maidencentury.com/article/how-to-generate-alpha-with-alternative-data-even-if-you-only-have-one-dataset","author":"Don Wood","domain":"maidencentury.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":190,"date":"2024-06-14","title":"Databricks Doubles Down on Delta Sharing Open Ecosystem With Product Innovations and Strategic Partnerships","url":"https://www.prnewswire.com/news-releases/databricks-doubles-down-on-delta-sharing-open-ecosystem-with-product-innovations-and-strategic-partnerships-302165516.html","author":"PR Newswire","domain":"prnewswire.com","section":"reading","topics":["Data engineering"]},{"issue":190,"date":"2024-06-14","title":"Securing Research Infrastructure for Advanced AI","url":"https://openai.com/index/securing-research-infrastructure-for-advanced-ai/","author":"OpenAI","domain":"openai.com","section":"reading","topics":["AI & LLMs"]},{"issue":190,"date":"2024-06-14","title":"interviews","url":"https://www.snowflake.com/podcast/sridhar-ramaswamy/","author":"Steve Hamm","pub":"Snowflake’s Data Cloud Podcast [","domain":"snowflake.com","section":"reading","topics":["Data engineering","AI & LLMs"],"take":"Fascinating to hear from the CEO of one of the companies that will drive AI forward."},{"issue":190,"date":"2024-06-14","title":"The rapid experimentation of AI agents","url":"https://roundup.getdbt.com/p/the-rapid-experimentation-of-ai-agents","author":"The Analytics Engineering Podcast","domain":"roundup.getdbt.com","section":"reading","topics":["AI & LLMs","Analytics & data science"]},{"issue":190,"date":"2024-06-14","title":"Will We Run Out of Data? Limits of LLM Scaling Based on Human-Generated Data","url":"https://epochai.org/blog/will-we-run-out-of-data-limits-of-llm-scaling-based-on-human-generated-data#introduction","author":"Multiple authors","pub":"Epoch","domain":"epochai.org","section":"reading","topics":["AI & LLMs"],"take":"I read Co-Intelligence by Ethan Mollick & really enjoyed it. I found it to be a quick read, helped accelerate my learning about AI, & is certainly relevant to my new role at ModuleQ."},{"issue":191,"date":"2024-06-21","title":"Do you sell data? Don't! Tell Data Stories and the Data will sell itself.","url":"https://www.goodbrand.io/blog/do-you-sell-data-dont-tell-data-stories-and-the-data-will-sell-itself","author":"Stan Altshuller","pub":"Goodbrand","domain":"goodbrand.io","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"The power of telling a good story. Coming up with a good narrative that will resonate with your target customer is HUGE. Once you find it … repeat it over & over. Matthew McConaughey book Greenlights is a great example of an excellent storyteller. As it relates to data, the market is increasingly noisy, whether that is AI, selling data to HFs, or just trying to tell the world about how great your new product is … you need to break through the noise. A compelling story will do that for you."},{"issue":191,"date":"2024-06-21","title":"The Limits of Data","url":"https://issues.org/limits-of-data-nguyen/","author":"C. Thi Nguyen","domain":"issues.org","section":"articles","topics":["Investing & hedge funds"],"take":"This article is a bit academic, but an interesting read. Not all data is straightforward. Many things are hard to quantify. There is a “gap between reality and what is easy to measure”. Context matters and that opens up a lot of qualitative & political interpretation. I guess I would summarize this by saying that you can question anything, even the most straightforward conclusions are often built on top of data that has bias. The more domain knowledge the better informed you will be."},{"issue":191,"date":"2024-06-21","title":"Alternative Data – A COSO perspective","url":"https://corpgov.law.harvard.edu/2024/04/23/alternative-data-a-coso-perspective/","domain":"corpgov.law.harvard.edu","section":"articles","topics":["Alt data industry","Data monetization"],"take":"Overview of risk and risk mitigation strategies (using COSO’s ERM Framework) for companies producing what becomes alternative data. I’ve talked to many companies about monetizing their data. Initial interest spikes when discussing new high margin revenue streams, but enthusiasm wanes when the risks come to light. If you are a company, and produce data that is valuable outside the walls of your organization, there is a real opportunity to drive new sources of revenue, but steps needs to be taken to mitigate risks and maximize the value created. This is a good framework."},{"issue":191,"date":"2024-06-21","title":"Exploring the challenges and opportunities of an ever-expanding data universe","url":"https://www.lseg.com/content/dam/data-analytics/en_us/documents/reports/lseg-d-and-a-ft-campaign-report.pdf","author":"LSEG","domain":"lseg.com","section":"reading","topics":["Market data & terminals"]},{"issue":191,"date":"2024-06-21","title":"Whispers of Now – How ‘Nowcasting’ Outperforms Traditional Analyst Estimates in Japan","url":"https://www.man.com/maninstitute/whispers-of-now-how","author":"Mickael Nouvellon, Flora Wang & Ziyan Wang","pub":"MAN Group","domain":"man.com","section":"reading","topics":["Macro & economic signals"]},{"issue":191,"date":"2024-06-21","title":"Turning LLMs into Data Excavators (The Challenges of Gen AI Entity Extraction)","url":"https://www.linkedin.com/pulse/turning-llms-data-excavators-challenges-gen-ai-entity-vlad-phd-jwe8e/","author":"Daniel Vlad","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":191,"date":"2024-06-21","title":"We need global coordination on data, not just AI. Here's why","url":"https://www.weforum.org/agenda/2024/06/need-global-coordination-on-data-not-just-ai/","domain":"weforum.org","section":"reading","topics":["AI & LLMs","Macro & economic signals"]},{"issue":191,"date":"2024-06-21","title":"Spreadsheets Are Dead. Long Live Spreadsheets.","url":"https://thedatascore.substack.com/p/spreadsheets-are-dead-long-live-spreadsheets","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":191,"date":"2024-06-21","title":"interviews","url":"https://www.microsoft.com/en-us/behind-the-tech","author":"Kevin Scott’s Behind the Tech Podcast [","domain":"microsoft.com","section":"reading","topics":["AI & LLMs"]},{"issue":191,"date":"2024-06-21","title":"book","url":"https://www.amazon.com/Co-Intelligence-Living-Working-Ethan-Mollick/dp/059371671X","domain":"amazon.com","section":"reading","topics":["AI & LLMs","People & careers"]},{"issue":191,"date":"2024-06-21","title":"GenAI Readiness Report: The Most AI-Mature Companies in 2024","url":"https://hginsights.com/blog/genai-ai-readiness","author":"HG Insights","domain":"hginsights.com","section":"reading","topics":["AI & LLMs"],"take":"Data/AI conversation is becoming a C-Level conversation … no longer relegated to the back office!"},{"issue":191,"date":"2024-06-21","title":"Exploring the challenges and opportunities of an ever-expanding data universe","url":"https://www.lseg.com/content/dam/data-analytics/en_us/documents/reports/lseg-d-and-a-ft-campaign-report.pdf","author":"LSEG","domain":"lseg.com","section":"reading","topics":["Market data & terminals"]},{"issue":192,"date":"2024-06-28","title":"Corporate Retail's use of Alternative Data: Getting to Why","url":"https://www.linkedin.com/pulse/corporate-retails-use-alternative-data-getting-why-shawn-breslin-bsikc/","author":"Shawn Breslin","domain":"linkedin.com","section":"articles","topics":["Alt data industry"],"take":"This is part 2, find Part 1: Corporate Retail's use of Alternative Data: Is it Accurate?. For years, the corporate market has been the next big thing. While maturing & certainly a growing piece of the alt data market, the corporate market has not evolved into the widely expected revenue tailwind. In my experience, the corporate market is difficult as every person has a different use case for the data. The investment market is essentially the same use case: trying to determine if trends are better/worse than expected. The corporate market has as many use cases as there are decision-makers."},{"issue":192,"date":"2024-06-28","title":"What’s driving the Data Shift Right market?","url":"https://www.bvp.com/atlas/whats-driving-the-data-shift-right-market","author":"Multiple contributors","pub":"Bessemer Venture Partners","domain":"bvp.com","section":"articles","topics":["Analytics & data science"],"take":"The “Data Shift Right” market is BVP’s term for new analytics tools that focus on empowering non-technical stakeholders in enterprises. Getting the right data to the right person at the right time has been the holy grail for the data industry. Lots needs to happen to make it work, starting with the “single source of truth” from which systems can pull trustworthy information. To work in the real world, the data and related insight needs to be easy, intuitive, and make life obviously better for non-technical users (see ModuleQ)."},{"issue":192,"date":"2024-06-28","title":"A data-practitioner’s journey to Data Products","url":"https://www.amplifydata.io/blog/a-journey-to-data-products","author":"Amplify","domain":"amplifydata.io","section":"articles","topics":["Data monetization"],"take":"The mindset shift from project to product is a big move. The processes being put in place to maintain Amplify’s self-serve datasets was effectively the creation of data products."},{"issue":192,"date":"2024-06-28","title":"How to build a great product delivery team","url":"https://travismay.medium.com/how-to-build-a-great-product-delivery-team-4cc0beba5292","author":"Travis May","domain":"travismay.medium.com","section":"articles"},{"issue":192,"date":"2024-06-28","title":"We're building the Uber for...","url":"https://itspronounceddata.substack.com/p/were-building-the-uber-for","author":"Dan Entrup","domain":"itspronounceddata.substack.com","section":"reading"},{"issue":192,"date":"2024-06-28","title":"Why PhDs whiff the onsite, and how to find a diamond in the rough","url":"https://delphinaai.substack.com/p/why-phds-whiff-the-onsite-and-how","author":"Duncan Gilchrist & Jeremy Hermann","domain":"delphinaai.substack.com","section":"reading","topics":["People & careers","Analytics & data science"]},{"issue":192,"date":"2024-06-28","title":"Exploring the challenges and opportunities of an ever-expanding data universe","url":"https://www.lseg.com/content/dam/data-analytics/en_us/documents/reports/lseg-d-and-a-ft-campaign-report.pdf","author":"LSEG","domain":"lseg.com","section":"reading","topics":["Market data & terminals"]},{"issue":192,"date":"2024-06-28","title":"The future of wealth: investor trust in AI","url":"https://www.lseg.com/en/insights/data-analytics/the-future-of-wealth-investor-trust-in-ai","author":"LSEG","domain":"lseg.com","section":"reading","topics":["AI & LLMs","Investing & hedge funds"]},{"issue":192,"date":"2024-06-28","title":"The vibes are weird","url":"https://benn.substack.com/p/the-vibes-are-weird","author":"Benn Stancil","domain":"benn.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":192,"date":"2024-06-28","title":"How LLMs are affecting the costs of web scraping","url":"https://substack.thewebscraping.club/p/llm-scrapegraphai-costs-web-scraping","author":"Pierluigi Vinciguerra","domain":"substack.thewebscraping.club","section":"reading","topics":["AI & LLMs","Web scraping & web data"]},{"issue":192,"date":"2024-06-28","title":"Navigating Data Governance Challenges in the Age of AI with Nicola Askham","url":"https://www.youtube.com/watch?v=uZxCjSlmKFA","author":"Striim’s What’s New in Data podcast","domain":"youtube.com","section":"reading","topics":["AI & LLMs","Data governance & quality"],"take":"Check out Nicola’s website. Governance has been a focus in highly regulated industries … but this is expanding … more people are caring about this in recent months (driven by increased interest in AI)."},{"issue":192,"date":"2024-06-28","title":"State of the Cloud 2024","url":"https://www.bvp.com/atlas/state-of-the-cloud-2024","author":"Many contributors","pub":"Bessemer Venture Partners","domain":"bvp.com","section":"reading","topics":["Deals & funding"],"take":"Hours of content here. Go down this rabbit hole if you dare!"},{"issue":193,"date":"2024-07-05","title":"Artificial intelligence and the economy: implications for central banks","url":"https://www.bis.org/publ/arpdf/ar2024e3.htm","author":"BIS","domain":"bis.org","section":"articles","topics":["Macro & economic signals","AI & LLMs"],"take":"This is a helpful article with a good fundamental overview of concepts like “vectors” and “transformer architecture”. As expected with BIS, there is a focus on the risks & regulations associated with AI, while acknowledging the potential benefits, including a forecast increase in worker productivity … and one of the first (that I’ve seen) to forecast a potential increase(Graph 8) in jobs as a result of AI."},{"issue":193,"date":"2024-07-05","title":"While AI has stolen the show, it’s always about the data","url":"https://www.nomad-data.com/blog/while-ai-has-stolen-the-show-its-always-about-the-data","domain":"nomad-data.com","section":"articles","topics":["AI & LLMs"],"take":"“ Building AI models to solve narrow problems requires very specific types of data ”. The value of data that is very focused will increase in value as use cases (models) get more specific. Figuring out where that data lives and how to access it will be increasingly important."},{"issue":193,"date":"2024-07-05","title":"\"Nobody Knows Anything\": Backtests are Hard","url":"https://www.thediff.co/archive/nobody-knows-anything-backtests-are-hard/","domain":"thediff.co","section":"articles","topics":["Investing & hedge funds"]},{"issue":193,"date":"2024-07-05","title":"The great LLM debate: product or infrastructure?","url":"https://www.moduleq.com/blog/the-great-llm-debate-product-or-infrastructure","author":"ModuleQ","domain":"moduleq.com","section":"reading","topics":["AI & LLMs"]},{"issue":193,"date":"2024-07-05","title":"Is 2026 The Year AI Runs Out of Training Data?","url":"https://www.techopedia.com/is-2026-the-year-ai-runs-out-of-training-data","author":"Ray Fernandez","domain":"techopedia.com","section":"reading","topics":["AI & LLMs"]},{"issue":193,"date":"2024-07-05","title":"Data sharing can unlock innovation for firms","url":"https://www.consultancy.uk/news/36428/data-sharing-can-unlock-innovation-for-firms","author":"Consultancy.UK","domain":"consultancy.uk","section":"reading","topics":["Data monetization"]},{"issue":193,"date":"2024-07-05","title":"World of DaaS podcast","url":"https://www.safegraph.com/podcasts","author":"Auren Hoffman’s World","pub":"DaaS podcast","domain":"safegraph.com","section":"reading","topics":["Data monetization"],"take":"Definitely friend, not foe. Interesting to see the Global South be more optimistic than the Global North … not sure what would drive that difference."},{"issue":193,"date":"2024-07-05","title":"The AI Plateau Is Real — How We Jump To The Next Breakthrough","url":"https://www.emcap.com/thoughts/ai-s-curve-plateau-proprietary-business-data-breakthrough/","author":"Gordon Ritter & Wendy Lu","pub":"Emergence Capital","domain":"emcap.com","section":"reading","topics":["AI & LLMs"]},{"issue":194,"date":"2024-07-12","title":"How Data Markets Fail","url":"https://magis.substack.com/p/how-data-markets-fail","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"articles","topics":["People & careers","Data monetization"],"take":"There is a lot of friction in the data market. Alex does a good job articulating the cause of the friction. Data has wildly different values in different hands & at different times. Leveling that value is a complex effort. Having common access format and making it easier to combine/join datasets might go a long way in providing access to the long tail of non-competitive users of the data, vastly expanding the “buy-side” of the data market. For example, Alex uses MLS listing data being very restricted. There are good reasons for this, but these concerns might be reduced if MLS data was one of many ingredients in a much larger data product recipe, making the process of reverse-engineering to the raw MLS data extremely difficult. Perhaps there is a way to compensate MLS for their data without opening their data to risk of exposure, increasing revenue for MLS data owner and increasing overall value to the market."},{"issue":194,"date":"2024-07-12","title":"The great LLM debate: product or infrastructure?","url":"https://www.moduleq.com/blog/the-great-llm-debate-product-or-infrastructure","author":"ModuleQ","domain":"moduleq.com","section":"articles","topics":["AI & LLMs"],"take":"This is an interesting thought piece about the direction of AI. The “product” direction is akin to ChatGPT, while the “infrastructure” direction is akin to coding copilot (LLM support in existing workflow). The key is delivering AI into the user’s existing workflow and taking context into consideration (hyper-personalization)."},{"issue":194,"date":"2024-07-12","title":"Finding Your Sweet Spot: Routine, Creativity, and Chasing Those 10x Moments","url":"https://stormking.substack.com/p/finding-your-sweet-spot-routine-creativity","author":"Dan Evans","pub":"Storm King Analytics","domain":"stormking.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":194,"date":"2024-07-12","title":"Snowflake is Dying on the Vine?","url":"https://dataengineeringcentral.substack.com/p/snowflake-is-dying-on-the-vine","author":"Daniel Beach","domain":"dataengineeringcentral.substack.com","section":"reading","topics":["Data engineering"]},{"issue":194,"date":"2024-07-12","title":"3 Business Books For Data People","url":"https://www.thdpth.com/p/3-business-books-for-data-people","author":"Sven Balnojan","domain":"thdpth.com","section":"reading","topics":["People & careers"]},{"issue":194,"date":"2024-07-12","title":"Top 10 Emerging Technologies of 2024","url":"https://www.weforum.org/publications/top-10-emerging-technologies-2024/in-full/1-ai-for-scientific-discovery/","author":"World Economic Forum","domain":"weforum.org","section":"reading","topics":["Macro & economic signals"]},{"issue":194,"date":"2024-07-12","title":"BlackRock acquires Preqin for £2.55bn - What Does it Mean for Private Markets Data & Analytics?","url":"https://alexboden.substack.com/p/blackrock-acquires-preqin-for-255bn","author":"Alex Boden","domain":"alexboden.substack.com","section":"reading","topics":["Analytics & data science","Deals & funding"]},{"issue":194,"date":"2024-07-12","title":"Solving the Guidance Puzzle: How Investors Can Get a Better Read on Management Guidance Using Alternative Data","url":"https://maidencentury.com/article/solving-the-guidance-puzzle-how-investors-can-get-a-better-read-on-management-guidance-using-alternative-data","author":"Don Wood","pub":"Maiden Century","domain":"maidencentury.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":194,"date":"2024-07-12","title":"published a conversation between","url":"https://podcasts.apple.com/us/podcast/market-matters-data-assets-alpha-group-harnessing-equity/id1456184829?i=1000657028505","author":"JP Morgan’s Making Sense Podcast [","domain":"podcasts.apple.com","section":"reading","topics":["Investing & hedge funds","Alt data industry"],"take":"This is Part One of a two part interview. Jupiter has built a system that evaluates 40m data points every day to analyze 7,000 stocks. Some traditional data … but they are increasingly incorporating alternative data sets to capture sentiment, and other relevant inputs. It is interesting to hear from a data practitioner how he thinks about data, keeping a firm eye on the primary end game: generating alpha for his clients."},{"issue":194,"date":"2024-07-12","title":"State of the Cloud 2024","url":"https://www.bvp.com/atlas/state-of-the-cloud-2024","author":"Bessemer Venture Partners","domain":"bvp.com","section":"reading","topics":["AI & LLMs"],"take":"I’ve recently joined ModuleQ, which is the Unprompted AI company. I jokingly have said that I joined an AI company because nobody cares about AI. What is meant by that is that, while most think AI is cool, interesting, and will create value … most people really just want their lives to be better, more productive, easier, more efficient … whether that involves “AI” or not, they really don’t care."},{"issue":194,"date":"2024-07-12","title":"Data-Minded: An Entrepreneur's Guide to a Data Startup","url":"https://www.amazon.com/Data-Minded-Entrepreneurs-Guide-Data-Startup/dp/B0D6TLFLB2","author":"Jonathan Chin & Lorn Davis","domain":"amazon.com","section":"reading","topics":["Alt data industry","Data monetization"]},{"issue":195,"date":"2024-07-19","title":"Can AI in Analytics End The Data Bottleneck?","url":"https://www.seek.ai/blog/can-ai-in-analytics-end-the-data-bottleneck","author":"Seek.ai","domain":"seek.ai","section":"articles","topics":["AI & LLMs","Analytics & data science"],"take":"Bottlenecks are found throughout the data supply chain. Companies are being created to solve problem at each step through the entire process. Seek has some cool tech that goes a long way. The goal for everyone is to use all this data & provide better signals for the right person so that person can act with high(-er) confidence."},{"issue":195,"date":"2024-07-19","title":"AI’s $100bn question: The scaling ceiling","url":"https://www.exponentialview.co/p/can-scaling-scale","author":"Azeem Azhar","domain":"exponentialview.co","section":"articles","topics":["AI & LLMs"],"take":"I’m fascinated by this idea that we might run out of data to feed into these AI models. It just doesn’t seem possible & boggles the imagination given how quickly new data is being created. The value of data should increase as a result of this insatiable demand, but I have yet to really get my arms around how that will play out."},{"issue":195,"date":"2024-07-19","title":"A data leader’s technical guide to scaling gen AI","url":"https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/a-data-leaders-technical-guide-to-scaling-gen-ai","author":"McKinsey","domain":"mckinsey.com","section":"articles","topics":["AI & LLMs","Data strategy & culture"],"take":"This article cover three actions that data and AI leaders can consider to help them move from gen AI pilots to scaling data solutions."},{"issue":195,"date":"2024-07-19","title":"Bobby Jain’s Complex Hedge Fund Debut Spawns Fans, Doubters","url":"https://finance.yahoo.com/news/bobby-jain-complex-hedge-fund-110000600.html","domain":"finance.yahoo.com","section":"articles","topics":["Investing & hedge funds","People & careers"]},{"issue":195,"date":"2024-07-19","title":"How to Lie with Statistics: The Alternative Data Edition","url":"https://mapezero.substack.com/p/how-to-lie-with-statistics-the-alternative","author":"Alex Lokhov","domain":"mapezero.substack.com","section":"reading","topics":["Alt data industry","Analytics & data science"]},{"issue":195,"date":"2024-07-19","title":"Navigating data for AI training","url":"https://www.neudata.co/intelligence/navigating-data-for-ai-training","author":"Paris Tung","domain":"neudata.co","section":"reading","topics":["AI & LLMs","Marketplaces & discovery"]},{"issue":195,"date":"2024-07-19","title":"The 2024 Tech Innovator Awards: The Finalists","url":"https://www.crn.com/news/channel-news/2024/the-2024-tech-innovator-awards-the-finalists","author":"Rick Whiting","pub":"CRN","domain":"crn.com","section":"reading"},{"issue":195,"date":"2024-07-19","title":"CDP BlueConic Acquires First-Party Data Collection Startup Jebbit","url":"https://www.adexchanger.com/data-exchanges/cdp-blueconic-acquires-first-pary-data-collection-startup-jebbit/","author":"James Hercher","domain":"adexchanger.com","section":"reading","topics":["Deals & funding"]},{"issue":195,"date":"2024-07-19","title":"Continuous Compliance Monitoring","url":"https://medium.com/mission-lane-tech-blog/continuous-compliance-monitoring-a4895502e1b2","author":"Mike Carpenter","pub":"Mission Lane Tech Blog","domain":"medium.com","section":"reading","topics":["Regulation, privacy & compliance"]},{"issue":195,"date":"2024-07-19","title":"The state of AI in early 2024: Gen AI adoption spikes and starts to generate value","url":"https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai","author":"McKinsey","domain":"mckinsey.com","section":"reading","topics":["AI & LLMs"]},{"issue":195,"date":"2024-07-19","title":"Andrew Ehrenberg","url":"https://www.linkedin.com/in/andrew-ehrenberg-297578109/","domain":"linkedin.com","section":"reading","topics":["Investing & hedge funds","Alt data industry"],"take":"New podcast for me, so I will continue to check this out. This interview was of interest to me as the participants work in sports and data, two overlapping interests of mine (specifically data used for hockey, which is tougher than most sports given the non-structured movement)."},{"issue":195,"date":"2024-07-19","title":"source","url":"https://www.linkedin.com/search/results/content/?fromMember=%5B%22ACoAAAq6pmgBgBlmNi7181wzC2agp4419SDdaj0%22%5D&heroEntityKey=urn%3Ali%3Afsd_profile%3AACoAAAq6pmgBgBlmNi7181wzC2agp4419SDdaj0&keywords=qaisar%20hasan&position=0&searchId=4a75bc9a-19ec-47ac-8f29-bb28171c718a&sid=ael&sortBy=%22date_posted%22&update=urn%3Ali%3Afs_updateV2%3A\\(urn%3Ali%3Aactivity%3A7217625581465600000%2CBLENDED_SEARCH_FEED%2CEMPTY%2CDEFAULT%2Cfalse\\)","domain":"linkedin.com","section":"reading","topics":["Analytics & data science"],"take":"I ran into this problem when running 90 West Data. Some HF’s would tell me to just “give them the data” and they would figure it out. Most data folks working at HF’s want to remove the bias the vendor might have, or just feel they are better suited to draw insights from the data. The visualization and application layer add a lot of value…especially when you get beyond the most resourced HFs. See Qaisar’s company Maiden Century, or this week’s ADW sponsor Amplify Data, for different options in that regard (the companies do different things … not directly competitive)."},{"issue":195,"date":"2024-07-19","title":"The state of AI in early 2024: Gen AI adoption spikes and starts to generate value","url":"https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai","author":"McKinsey","domain":"mckinsey.com","section":"reading","topics":["AI & LLMs"]},{"issue":196,"date":"2024-07-26","title":"The Growing Importance of AI in Fund Management","url":"https://www.pwmnet.com/the-growing-importance-of-ai-in-fund-management","author":"Ali Al-Enazi","pub":"Professional Wealth Management","domain":"pwmnet.com","section":"articles","topics":["AI & LLMs","Alt data industry"],"take":"AI is making waves in fund management to be sure. AI makes it much easier to analyze mountains of data to find insights, changing the signal-to-noise ratio as it becomes easier to tease signal from an increasing amount of noise. Alternative data is highlighted as a beneficiary as funds will be seeking new, unique data sources to include in their analysis. Cost & expertise remain barriers, but tools are improving and as AI matures, the hope is more funds are willing to spend on alterative data."},{"issue":196,"date":"2024-07-26","title":"5 Data Engineering Mistakes","url":"https://dataengineeringcentral.substack.com/p/5-data-engineering-mistakes","author":"Daniel Beach","pub":"Data Engineering Central","domain":"dataengineeringcentral.substack.com","section":"articles","topics":["Data engineering"],"take":"Below are the five. The one the resonated the most with me is simplicity. Easier said than done, but so important when it comes to understand the data chain and, if you ever need to, transition the data engineering role to the next person if employees depart."},{"issue":196,"date":"2024-07-26","title":"The Alternative Data Cost Equation: Alternative Data Yields High ROI when Done Right","url":"https://maidencentury.com/article/the-alternative-data-cost-equation-alternative-data-yields-high-roi-when-done-right","author":"Maiden Century’s Jack Killea","domain":"maidencentury.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"The barriers to using Alternative Data have fallen dramatically in the past few years. New tools (like Maiden Century) make it much easier to evaluate & engage with data sources. At a minimum, alt data should be on the radar of any serious institutional investor. At a minimum, this new data is another high-quality input to the investment decision-making process."},{"issue":196,"date":"2024-07-26","title":"The Sunset of Cookies Embracing Real-Time Intent Data For B2C Marketing","url":"https://www.fastcompany.com/91159460/the-sunset-of-cookies-embracing-real-time-intent-data-for-b2c-marketing","author":"Fast Company","domain":"fastcompany.com","section":"articles","topics":["Transaction & consumer data","Regulation, privacy & compliance"]},{"issue":196,"date":"2024-07-26","title":"Citi’s Gen AI Summit in New York","url":"https://x.com/radnorcapital/status/1811059288455922141","author":"Radnor Capital","domain":"x.com","section":"reading","topics":["AI & LLMs","Events & community"],"take":"Michael started Hedgineer after leaving Citadel. He has deep domain expertise in how technology, data, and AI is applied in the hedge fund industry. In this solo discussion he ponders new incentive models for domain experts. Specifically, using AI to create SaaS like margins for service-based jobs that require domain expertise. He calls this possibly biggest unlock for employees."},{"issue":196,"date":"2024-07-26","title":"interviews","url":"https://www.safegraph.com/podcasts","author":"Auren Hoffman [","domain":"safegraph.com","section":"reading"},{"issue":196,"date":"2024-07-26","title":"The publicly traded Data-as-a-Service companies list grows","url":"https://www.worldofdaas.com/p/daas-public-companies-60","author":"World","pub":"DaaS","domain":"worldofdaas.com","section":"reading","topics":["Data monetization"],"take":"Reach out to the World of DaaS guys if you can add to this list!"},{"issue":197,"date":"2024-08-02","title":"Foundational data considerations for generative AI","url":"https://www.plantemoran.com/explore-our-thinking/insight/2024/03/foundational-data-considerations-for-generative-ai","author":"Mark Richards & Cole Weinman","pub":"Plante Moran","domain":"plantemoran.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"Good overview of the importance of data quality, strategy, governance, and culture. Implementing AI or not, being serious about how your company collects, manages, and uses data is key for modern companies."},{"issue":197,"date":"2024-08-02","title":"Lessons from the Frontlines of AI Training","url":"https://gradientflow.substack.com/p/lessons-from-the-frontlines-of-ai","author":"Ben Lorica","domain":"gradientflow.substack.com","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"This is a good read to help those people in the data world get a good understanding of what the front-lines AI practitioner is concerned about. If you are building a data business, AI is (in theory) driving up the value of “data”, but it seems the key is to be focused. Bottom line, focus on high quality relevant data…that is the highest value for those training models."},{"issue":197,"date":"2024-08-02","title":"This","url":"https://www.linkedin.com/posts/activity-7221484198602121216-8-ik/","domain":"linkedin.com","section":"articles","topics":["AI & LLMs"],"take":"Unique format for this writing. Nicholas shares with us what Perplexity.ai “thinks” Richard Cantillon (early 1700’s economist) would have said about today’s corporate data. I am most intrigued by #6 which suggests the uneven distribution of data benefits some groups more than others. I’d think that not only those companies that collect a lot of data, but those companies that put that collected data to profitable use are creating moats that expand with time (see the big tech companies today)."},{"issue":197,"date":"2024-08-02","title":"These AI Models Are Pretty Mid. That’s Why Companies Love Them","url":"https://www.wsj.com/articles/these-ai-models-are-pretty-mid-thats-why-companies-love-them-710a0f72","author":"WSJ","domain":"wsj.com","section":"reading","topics":["AI & LLMs"]},{"issue":197,"date":"2024-08-02","title":"AI Due Diligence: evaluating substance over hype in investment opportunities","url":"https://www.datadiligence.com/post/ai-due-diligence-evaluating-substance-over-hype-in-investment-opportunities","author":"Adam Votava","domain":"datadiligence.com","section":"reading","topics":["AI & LLMs","Regulation, privacy & compliance"]},{"issue":197,"date":"2024-08-02","title":"My Point of View: AI/ML vs GenAI","url":"https://www.linkedin.com/pulse/my-point-view-aiml-vs-genai-jonas-laeben-qrmse/","author":"Jonas Laeben","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":197,"date":"2024-08-02","title":"Carmakers are selling out their customers for as low as 26 cents","url":"https://sherwood.news/tech/carmaker-hyundai-honda-sold-customer-data-for-cents-apiece/","author":"Jon Keegan","domain":"sherwood.news","section":"reading","topics":["Regulation, privacy & compliance","Data monetization"]},{"issue":197,"date":"2024-08-02","title":"2024 Data Analytics Trends: What to Watch","url":"https://www.seek.ai/blog/2024-data-analytics-trends-what-to-watch","author":"Seek.ai","domain":"seek.ai","section":"reading","topics":["Analytics & data science","AI & LLMs"]},{"issue":197,"date":"2024-08-02","title":"Google \"We Have No Moat, And Neither Does OpenAI\"","url":"https://www.semianalysis.com/p/google-we-have-no-moat-and-neither","author":"Dylan Patel & Afzal Ahmad","domain":"semianalysis.com","section":"reading","topics":["AI & LLMs"]},{"issue":197,"date":"2024-08-02","title":"MAD Big Data Landscape","url":"https://mattturck.com/mad2024/","author":"Tristan Handy [","domain":"mattturck.com","section":"reading","topics":["Data strategy & culture","AI & LLMs"],"take":"I really enjoyed this article (highlighted above too). Even as someone who is interested in AI, likes messing around with the next tools, and am fascinated by the business opportunity therein, BUT I am not on the front lines of training these models. It is good to have that perspective and I found this article very accessible, even for those non-deep-tech people like myself."},{"issue":197,"date":"2024-08-02","title":"AI in Finance","url":"https://ir.citi.com/gps/9j79xHIa-vfPi785TYiSciffO0j4I0D52fI9LrahsLZEo6MpT4aM7SpwSFagAL9CIukqn2fwiJ_GNvDsLy4b6XEjftdK1abu","domain":"ir.citi.com","section":"reading","topics":["AI & LLMs"]},{"issue":198,"date":"2024-08-09","title":"From raw data to real profits: A primer for building a thriving data business","url":"https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/from-raw-data-to-real-profits-a-primer-for-building-a-thriving-data-business","author":"Several contributors","pub":"McKinsey","domain":"mckinsey.com","section":"articles","topics":["Data monetization","Regulation, privacy & compliance"],"take":"I spent a few years talking to dozens of companies about the monetization opportunity with their proprietary data. Many were willing to listen, but interest waned when the value was typically lower than expected, the effort was greater than expected, and the compliance concerns came to light."},{"issue":198,"date":"2024-08-09","title":"CUSIP Global Services Statement on Proposed Data Standards for the Financial Data Transparency Act","url":"https://forextv.com/top-news/cusip-global-services-statement-on-proposed-data-standards-for-the-financial-data-transparency-act/amp/","domain":"forextv.com","section":"articles","topics":["Regulation, privacy & compliance"],"take":"I am no expert in this area (h/t To Tim Baker for highlighting this), but find it fascinating as I read and learn more. These types of standards are important and often taken-for-granted. The incumbents controlling the data have great businesses. It sounds like FIGI (the proposed open-source replacement of CUSIP) has shortcomings, but if the regulatory bodies are getting behind it, momentum will build. Will be interesting to watch."},{"issue":198,"date":"2024-08-09","title":"Thoughts on Artificial Intelligence in Data & Analytics","url":"https://alexboden.substack.com/p/thoughts-on-artificial-intelligence","domain":"alexboden.substack.com","section":"articles","topics":["AI & LLMs","Analytics & data science"],"take":"Rather than treat AI as a hammer looking for a nail, it is better to understand current workflows and apply AI in a way that enhances or augments (rather than replaces) the worker."},{"issue":198,"date":"2024-08-09","title":"S&P Global Inc. (SPGI) Stifel 2024 Cross Sector Insight Conference (Transcript)","url":"https://seekingalpha.com/article/4697405-s-and-p-global-inc-spgi-stifel-2024-cross-sector-insight-conference-transcript","domain":"seekingalpha.com","section":"articles","topics":["Market data & terminals","Events & community"]},{"issue":198,"date":"2024-08-09","title":"Morgan Stanley Moves Forward on Homegrown AI","url":"https://www.wsj.com/articles/morgan-stanley-moves-forward-on-homegrown-ai-120c59ab","author":"Isabella Bousquette","pub":"WSJ","domain":"wsj.com","section":"reading","topics":["AI & LLMs"]},{"issue":198,"date":"2024-08-09","title":"interviews","url":"https://www.lennysnewsletter.com/p/building-a-world-class-data-org-jessica-lachs","author":"Lenny’s podcast [","domain":"lennysnewsletter.com","section":"reading","topics":["AI & LLMs","Analytics & data science"],"take":"Creating new data, analytics, and AI platforms business is a popular idea."},{"issue":198,"date":"2024-08-09","title":"What do people really ask chatbots? It’s a lot of sex and homework","url":"https://www.washingtonpost.com/technology/2024/08/04/chatgpt-use-real-ai-chatbot-conversations/","author":"Jeremy Merrill & Rachel Lermna","pub":"The Washington Post","domain":"washingtonpost.com","section":"reading","topics":["AI & LLMs"]},{"issue":199,"date":"2024-08-16","title":"The future is DaaS… and it is personal","url":"https://www.amplifydata.io/blog/the-future-is-daas-and-it-is-personal","domain":"amplifydata.io","section":"articles","topics":["Data monetization","Marketplaces & discovery"],"take":"I’d say hyper-personal. The companies with the ability to deliver the right info to the right person at the right time will win. This is tough to do … an understatement, I know. First is knowing what the client wants (business case theme). Someone with a lot of interest in NFLX or CMG today, might not care at all about those stocks in a few weeks…not sure how you keep track as a data vendor."},{"issue":199,"date":"2024-08-16","title":"Grocery data can help assess creditworthiness.","url":"https://www.fastcompany.com/91170933/how-grocery-data-can-help-assess-creditworthiness","author":"Fast Company","domain":"fastcompany.com","section":"articles","topics":["Transaction & consumer data"],"take":"I thought this was fascinating. Consistency was a good predictor. Buying less convenient food was a good predictor. Buying junk food was a predictor (even when other factors were held constant). Implications could get interesting. Will a bank charge you a higher rate if you like Twinkies & cigarettes? What are the second order effects of this?"},{"issue":199,"date":"2024-08-16","title":"Generative AI in Real-World Workplaces","url":"https://www.microsoft.com/en-us/research/uploads/prodnew/2024/07/Generative-AI-in-Real-World-Workplaces.pdf","author":"Several contributors","pub":"Microsoft","domain":"microsoft.com","section":"reading","topics":["AI & LLMs"]},{"issue":199,"date":"2024-08-16","title":"Data acquisition strategies for AI-first start-ups","url":"https://press.airstreet.com/p/data-acquisition-strategies-for-ai","author":"Air Street Capital","domain":"press.airstreet.com","section":"reading","topics":["AI & LLMs","Deals & funding"]},{"issue":199,"date":"2024-08-16","title":"interviews Goldman Sachs CIO Marco Argenti","url":"https://www.bloomberg.com/news/articles/2024-08-08/goldman-s-top-engineer-on-what-the-bank-is-really-doing-with-ai?srnd=oddlots","author":"Bloomberg’s Odd Lots podcast [","domain":"bloomberg.com","section":"reading","topics":["AI & LLMs","Market data & terminals"],"take":"Lots here with this podcast. Always interesting to hear how major banks are thinking about data/AI, etc. Wide range of topics covered, from technical description of GenAI (embeddings, RAG) to how to attract talent."},{"issue":199,"date":"2024-08-16","title":"LinkedIn","url":"https://www.linkedin.com/posts/douglaney_hypecycle-datamonetization-infonomics-activity-7227309834029703168-J1eR/?utm_source=share","author":"Doug Laney","domain":"linkedin.com","section":"reading","topics":["Data strategy & culture"]},{"issue":199,"date":"2024-08-16","title":"The Adoption of ChatGPT","url":"https://bfi.uchicago.edu/insights/the-adoption-of-chatgpt/","domain":"bfi.uchicago.edu","section":"reading","topics":["AI & LLMs"]},{"issue":200,"date":"2024-08-23","title":"Analytics Personas","url":"https://roundup.getdbt.com/p/analytics-personas","domain":"roundup.getdbt.com","section":"articles","topics":["Analytics & data science"],"take":"This goes along with last week’s theme of starting with a use case and working backward. Make a tool that people will use to help them become maximally effective…give them the path. I like his thought that analytics is like a neural network rather than an assembly line (mistake I’ve made in the past!). Today this looks like a human engaging with a really good computer. In the future this will look different."},{"issue":200,"date":"2024-08-23","title":"The Quant Renaissance: How Alternative Approaches Are Driving the Rebirth of Systematic Investing.","url":"https://www.man.com/maninstitute/the-quant-renaissance","author":"The MAN Group","domain":"man.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"The prolonged quant winter (2018-20) highlighted the need to find new sources of alpha. Alternative data filled the need. The amount of alternative data exploded and the techniques to incorporate this data improved (better tools, better data science, & better data sourcing)."},{"issue":200,"date":"2024-08-23","title":"AI companies are pivoting from creating gods to building products. Good.","url":"https://www.aisnakeoil.com/p/ai-companies-are-pivoting-from-creating","author":"Arvind Narayanan & Sayash Kapoor","domain":"aisnakeoil.com","section":"articles","topics":["AI & LLMs","Regulation, privacy & compliance"],"take":"There are going to be some great product companies built using AI. They will solve real problems and make knowledge worker’s lives better. This fury of entrepreneurial activity around AI that some worry is “bubbly” will result in some game-changing products. The authors address the hurdles being cost, reliability, privacy, safety, & the UI. These are many pf the same problems any new tech faces (my company ModuleQ well positioned for each BTW). The authors also refer back to Benedict Evans article Unbundling AI, which I think is must-reading for anyone thinking about AI."},{"issue":200,"date":"2024-08-23","title":"Why a Hedge Fund Built Its Own Database","url":"https://www.infoq.com/presentations/arcticdb/","author":"James Munro","pub":"MAN Group","domain":"infoq.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":200,"date":"2024-08-23","title":"Becoming Data Driven, From First Principles.","url":"https://commoncog.com/becoming-data-driven-first-principles/","author":"This is part 12","pub":"the above series: Cedric Chin","domain":"commoncog.com","section":"reading","topics":["Data strategy & culture"]},{"issue":200,"date":"2024-08-23","title":"Why the Data Ocean Is Being Sectioned Off","url":"https://www.lawfaremedia.org/article/why-the-data-ocean-is-being-sectioned-off","author":"Gary McGraw, Dan Geer, and Harold Figueroa","domain":"lawfaremedia.org","section":"reading","topics":["Web scraping & web data","AI & LLMs"]},{"issue":200,"date":"2024-08-23","title":"The Rise of Genbots: AI Agents Running Inside Snowflake","url":"https://www.youtube.com/watch?v=Ngmwnbf1Jgs","author":"Julian Forero","pub":"the Snowflake Developer Series","domain":"youtube.com","section":"reading","topics":["AI & LLMs","Data engineering"]},{"issue":200,"date":"2024-08-23","title":"Justin Langseth","url":"https://genesiscomputing.ai/genesis-about-us/","domain":"genesiscomputing.ai","section":"reading","topics":["AI & LLMs","People & careers"]},{"issue":200,"date":"2024-08-23","title":"My compass was broken, but I had my North Star: how I learned to navigate stormy startup seas","url":"https://www.youtube.com/watch?v=Li7pQCZB7KM&list=PLx3z-gkHXBcYU4bJXMlkQZMuOXslKOMIL&index=3","domain":"youtube.com","section":"reading"},{"issue":200,"date":"2024-08-23","title":"Generative AI and Business; a fireside chat at Google Ventures","url":"https://www.youtube.com/watch?v=MLgP5gthnM4","domain":"youtube.com","section":"reading","topics":["AI & LLMs"]},{"issue":200,"date":"2024-08-23","title":"The Quant Renaissance: How Alternative Approaches Are Driving the Rebirth of Systematic Investing.","url":"https://www.man.com/maninstitute/the-quant-renaissance","author":"The MAN Group","domain":"man.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":201,"date":"2024-08-30","title":"Data Maturity: The Foundation Your Business Needs Before Embracing \"AI”","url":"https://seattledataguy.substack.com/p/data-maturity-the-foundation-your","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"articles","topics":["AI & LLMs","Data strategy & culture"],"take":"Mature data companies will have an easier time seeing impact from AI. The good news is the article runs through exactly what makes data company “mature”. Namely: data accessibility, data integration, governance. SDG goes through each in detail. As always, the devil is in the details when you really dig into each of these, but, as the article points out, the main thing is the people, processes, & technology in place at the firm in question."},{"issue":201,"date":"2024-08-30","title":"Data Marketplaces in a LLM World","url":"https://magis.substack.com/p/data-marketplaces-in-a-llm-world","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"articles","topics":["Marketplaces & discovery","AI & LLMs"],"take":"Data marketplaces have yet to have their anticipated impact. Alex does a great job describing the pockets where there has been some traction and the issues that have prevented greater progress (licensing, discoverability, etc)."},{"issue":201,"date":"2024-08-30","title":"Regaining Visibility into Consumer Credit Risk","url":"https://risk.lexisnexis.com/insights-resources/article/regaining-visibility","author":"Lexis Nexis","domain":"risk.lexisnexis.com","section":"articles","topics":["Transaction & consumer data","Data governance & quality"],"take":"Eye-catching title. Bad data is a huge problem and one that is complex to address. Increasing the confidence in the data being used impacts the way people engage with data (i.e. they won’t engage with bad data, so get this right)."},{"issue":201,"date":"2024-08-30","title":"LinkedIn post","url":"https://www.linkedin.com/posts/barrmoses_if-youre-in-data-right-now-data-quality-activity-7230264129817559042-mVBG/?utm_source=share&utm_medium=member_ios","domain":"linkedin.com","section":"articles","topics":["Data strategy & culture"]},{"issue":202,"date":"2024-09-06","title":"Every Product Will Become A Data Product","url":"https://www.datacisions.com/p/every-product-will-become-a-data","author":"New publication called Datacisions,","pub":"Sven Balnojan","domain":"datacisions.com","section":"articles","topics":["Data monetization"],"take":"Along the lines of every company being an internet company…every company is a data company. You just collect data, crunch data, then make a decision. It is really that straightforward."},{"issue":202,"date":"2024-09-06","title":"Rethinking Analyst Roles in the Age of Generative AI","url":"https://gradientflow.substack.com/p/rethinking-analyst-roles-in-the-age","author":"Ben Lorica","domain":"gradientflow.substack.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"The role of the analyst changing. The tools are getting a lot better to do some of the blocking & tackling jobs. The analyst role is going to see huge benefit from AI augmentation. When I was in that role earlier in my career, I drove value for my senior analyst because, in part, I knew what data was available and how to get it, and then put it in a format that was easily ingested (Excel or PowerPoint). That part of the role is going to get much easier (AI will “augment” that part of the analyst’s role). In theory, this will allow the analyst to do the more interesting work…like analysis and answering the hard questions."},{"issue":202,"date":"2024-09-06","title":"Don’t Fear the Data Trial, Let Technology Help","url":"https://maidencentury.com/article/taking-the-hassle-out-of-alternative-data-underwriting","author":"Mark Trowbridge","domain":"maidencentury.com","section":"articles","topics":["Data monetization","Investing & hedge funds"],"take":"Asking a hedge fund to trial your data is like going down a black hole. You’ll never get any feedback, and they’ll also never give you an outright “no”. Anything to take friction out of that process is a big positive for the data monetization industry. Maiden Century’s “accelerated time to insight” is a big deal."},{"issue":202,"date":"2024-09-06","title":"Beat your Bot: Building your moat against AI","url":"https://www.linkedin.com/pulse/beat-your-bot-building-moat-against-ai-aswath-damodaran-wnepc/","author":"Aswath Damodaran","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"],"take":"I found this podcast as I was trying to learn about RAG. I enjoyed this one and plan to keep it on my podcast rotation. One consistent theme I hear when drilling into AI is the importance of starting with business use case and working from there. Many AI products are “hammers in search of nails” rather than new products trying to solve real problems."},{"issue":202,"date":"2024-09-06","title":"The State of Data + AI","url":"https://www.databricks.com/sites/default/files/2024-06/state-of-data-ai-report.pdf","author":"DataBricks","domain":"databricks.com","section":"reading","topics":["AI & LLMs","Data engineering"],"take":"We are starting to see real life examples of AI being used, not just at small startups, but large companies as well. It feels like we are just getting going on a process that will be filled with fits & starts, but progress will be made!"},{"issue":203,"date":"2024-09-13","title":"10 Advantages of Custom AI Platforms","url":"https://gradientflow.com/10-advantages-of-custom-ai-platforms/#slides","author":"Ben Lorica","pub":"Gradient Flow","domain":"gradientflow.com","section":"articles","topics":["AI & LLMs","Alt data industry"],"take":"Really enjoyed this thought piece about the advantages of custom. As it specifically relates to “data”, the article highlights how having proprietary data specific to your use case/business can lead to a huge competitive advantage (think Netflix’s ability to select content based on their proprietary information about millions of viewer’s habits). That said, many of the examples cited are massive companies with massive amounts of proprietary data. The question remains about how to build a business with “alternative data”. Creating value by taking data created for one domain into another domain, where perhaps the data is interesting , but the ultimate value remains in question."},{"issue":203,"date":"2024-09-13","title":"The “Who Does What” Guide To Enterprise Data Quality","url":"https://www.montecarlodata.com/blog-how-to-operationalize-data-observability","author":"Michael Segner","domain":"montecarlodata.com","section":"articles","topics":["Data governance & quality"],"take":"This is a thorough review of how data quality gets done. Detection, triage, resolution, and measurement."},{"issue":203,"date":"2024-09-13","title":"The 7 Data Product Strategies","url":"https://svenbalnojan.gumroad.com/l/oivjd","domain":"svenbalnojan.gumroad.com","section":"articles","topics":["Data monetization"],"take":"Must read for anyone is the data space (and only $3). There are too many takeaways. Overall, the book is very well organized with clearly stated keys to execution & exercises at the end of each chapter. Probably the most interesting to me was Chapter 1 about building a business around proprietary data (which I tried to do unsuccessfully). Wish I had this book when I started in the data space. Ha!"},{"issue":203,"date":"2024-09-13","title":"String","url":"https://www.usestring.ai","domain":"usestring.ai","section":"articles"},{"issue":203,"date":"2024-09-13","title":"Simplicity Is Velocity: The One-Sentence Strategy","url":"https://www.categorypirates.news/p/simplicity-is-velocity-the-one-sentence","author":"Category Pirates","domain":"categorypirates.news","section":"reading"},{"issue":203,"date":"2024-09-13","title":"The Ageing Population","url":"https://neweconomies.substack.com/p/the-ageing-population","author":"Ollie Forsythe","domain":"neweconomies.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":203,"date":"2024-09-13","title":"The AI-Powered web scraping tools landscape","url":"https://substack.thewebscraping.club/p/web-scraping-ai-tools-landscape","author":"Pierluigi Vinciguerra","domain":"substack.thewebscraping.club","section":"reading","topics":["AI & LLMs","Web scraping & web data"]},{"issue":203,"date":"2024-09-13","title":"Data Flywheels for LLM Applications","url":"https://www.sh-reya.com/blog/ai-engineering-flywheel/","author":"Shreya Shankar","domain":"sh-reya.com","section":"reading","topics":["AI & LLMs"]},{"issue":203,"date":"2024-09-13","title":"Auren Hoffman – Growing Great Data Organizations – Ep.234","url":"https://tlaopodcast.com/podcasts/auren-hoffman-growing-great-data-organizations-ep-234/","author":"Think Like an Owner podcast with Alex Bridgeman","domain":"tlaopodcast.com","section":"reading","topics":["Data strategy & culture","Data monetization"],"take":"Enjoyed this conversation about the data industry and how Auren thinks about building companies, selling data, hiring people, allocating time, and being a venture capitalist. Bottom line, the buyer-market for data has not grown as fast as Auren thought it would (me too!). As a result, most successful data businesses today have not been VC funded because the returns aren’t there. He cited some instances of successful data companies moving from selling “raw data” to adding an application layer, but this is hard."},{"issue":203,"date":"2024-09-13","title":"Data as a Service Industry Report","url":"https://cdn.tracxn.com/d/dl/reportedition/partialreport/pdf/Data_as_a_Service_-_Tracxn_Feed_Report_-_07_Aug_2024__Free__e7776b14-9858-464c-b835-f57e974b12c2.pdf?utm_source=www.worldofdaas.com&utm_medium=newsletter&utm_campaign=weekly-daas-roundup-for-september-5&_bhlid=0884c4431245da63f2b543dd6ef98994ba89f8d7","author":"TracXN","domain":"cdn.tracxn.com","section":"reading","topics":["Data monetization"]},{"issue":204,"date":"2024-09-20","title":"The Next Big Data Gold Rush: Why Vertical AI Needs Specialized Data Providers Now","url":"https://www.linkedin.com/pulse/next-big-data-gold-rush-why-ai-needs-specialized-now-vaessen-xl6ue/","author":"Sebastiaan Vaessen","domain":"linkedin.com","section":"articles","topics":["AI & LLMs","Marketplaces & discovery"],"take":"What will be the differentiators? The author offers us 5 features of winning offerings: 1- high-stakes use cases, 2- comprehensive coverage, 3- AI enablement, 4- workflow integration, and 5- proprietary data. See this related article from ModuleQ talking about role-specific tools being the next big thing in AI."},{"issue":204,"date":"2024-09-20","title":"The Analytics Development Lifecycle (ADLC)","url":"https://www.getdbt.com/resources/guides/the-analytics-development-lifecycle","author":"Tristan Handy","domain":"getdbt.com","section":"articles","topics":["Analytics & data science"],"take":"The author’s stated goal in publishing this whitepaper is to create a consistent, shared framework for a mature analytics workflow: the ADLC. Very readable and digestible, so don’t see “25 pages” and stop there. My experience with ADLC has been very ad-hoc, with daily fire drills to pull the right information at the right time (fingers crossed that it is accurate). Taking a step back to review the lifecycle is a needed practice and will accelerate the industry’s path to maturity. Tristan lays out a nice simple framework for how to start thinking about this stuff. See below for some cool pictures from the article."},{"issue":204,"date":"2024-09-20","title":"DaaS needs to focus on product and differentiation, not plumbing","url":"https://www.worldofdaas.com/p/bobsled-daas-infrastructure","author":"World","pub":"DaaS","domain":"worldofdaas.com","section":"articles","topics":["Data monetization"],"take":"This is a summary of an interview with Bobsled’s Jake Graham. Bobsled is paving the way for a more efficient and scalable data ecosystem, transforming how companies approach DaaS. This is a great example of the tools being developed removing friction from the interoperability problem."},{"issue":204,"date":"2024-09-20","title":"We just launched our early-access program for Bigdata.com. Here's why you should care","url":"https://www.linkedin.com/pulse/we-just-launched-bigdatacom-heres-why-you-should-care-ramchandani-zllae/","author":"Aakarsh Ramchandani","domain":"linkedin.com","section":"reading","topics":["AI & LLMs","Market data & terminals"]},{"issue":204,"date":"2024-09-20","title":"GUI Overload: Too much of a good thing for Alternative Data","url":"https://maidencentury.com/article/gui-overload-too-much-of-a-good-thing-for-alternative-data","author":"Don Wood","domain":"maidencentury.com","section":"reading","topics":["Alt data industry"]},{"issue":204,"date":"2024-09-20","title":"Case Study: project44 Unlocks the Power of Self-Serve, Customizable Data","url":"https://www.amplifydata.io/blog/case-study-project44-unlocks-the-power-of-self-serve-customizable-data","author":"Amplify Data","domain":"amplifydata.io","section":"reading","topics":["Data monetization"]},{"issue":204,"date":"2024-09-20","title":"interviews Tim Baker","url":"https://podcasts.apple.com/us/podcast/the-tim-baker-episode/id1539909575?i=1000669465447","domain":"podcasts.apple.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"],"take":"First ½ of the podcast is a background on CUSIP, FIGI, etc. This is a wonderful overview of what is going on in that space. CUSIP – unique identifier (started in 1960s) for stock trading; every trade should have a unique identifier. Now part of a global numbering system; all contribute to ISIN (S&P became operator of CUSIP service). IHS and S&P merged in 2019; the European Commission said they needed to sell CUSIP service. Tim saw this as an opportunity to open up the CUSIP. A paper published 4 weeks ago (before the podcast) recommended the use of FIGI & not endorsing CUSIP because it is a closed system."},{"issue":204,"date":"2024-09-20","title":"The Future of Alternative Data","url":"https://www.neudata.co/blog/the-future-of-alternative-data-report-2024","author":"Neudata","domain":"neudata.co","section":"reading","topics":["Alt data industry","Marketplaces & discovery"]},{"issue":204,"date":"2024-09-20","title":"The Analytics Development Lifecycle (ADLC)","url":"https://www.getdbt.com/resources/guides/the-analytics-development-lifecycle","author":"Tristan Handy","domain":"getdbt.com","section":"reading","topics":["Analytics & data science"]},{"issue":205,"date":"2024-09-27","title":"The Growing Importance of Data Monetization in the Age of AI","url":"https://aithority.com/machine-learning/the-growing-importance-of-data-monetization-in-the-age-of-ai/","author":"Thani Shami","domain":"aithority.com","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"With the increased attention placed on AI, anyone who owns data should have their antennae raised about how their data is being used, or can potentially be used. It remains unclear what will be the path toward maximum value creation, but the author shares with us a good framework and many of the steps needed to answer that question. From the time I spent working with companies, helping them understand the benefits of data monetization, the hurdles were 1- value not there (this may change with the advent of AI), 2- too hard to organize data in a way you could sell it (tools are improving), 3- concern on PR (i.e. even if legal, what if our customers find out we are selling this data?)."},{"issue":205,"date":"2024-09-27","title":"Basement Days – Three Years Building Daloopa","author":"Thomas Li","pub":"Daloopa","section":"articles","topics":["Alt data industry"],"take":"I enjoy these types of “humble beginnings” success stories. Daloopa is not near the finish line yet, not by a long shot, but it is nice to see them reflect on how they started."},{"issue":205,"date":"2024-09-27","title":"Artificial intelligence, the economy and central banking","url":"https://www.bankofcanada.ca/2024/09/artificial-intelligence-the-economy-and-central-banking/","author":"Bank","pub":"Canada","domain":"bankofcanada.ca","section":"articles","topics":["Macro & economic signals","AI & LLMs"]},{"issue":205,"date":"2024-09-27","title":"The next era of private credit","url":"https://www.mckinsey.com/industries/private-capital/our-insights/the-next-era-of-private-credit","domain":"mckinsey.com","section":"articles","topics":["Alt data industry"]},{"issue":205,"date":"2024-09-27","title":"Ashby's Law for Data Strategy","url":"https://peterbaumann.substack.com/p/ashbys-law-for-data-strategy","author":"Peter Baumann","domain":"peterbaumann.substack.com","section":"reading","topics":["Data strategy & culture"]},{"issue":205,"date":"2024-09-27","title":"interviews Niall Hurley of Eagle Alpha","url":"https://podcasts.apple.com/us/podcast/the-hedgineer-podcast/id1674929284","author":"Michael Watson","pub":"The Hedgineer Podcast [","domain":"podcasts.apple.com","section":"reading","topics":["Marketplaces & discovery","Analytics & data science"],"take":"This was an interesting conversation. Both Niall and Michael have been engaged with the alt data space for many years. What’s new? Leading providers have KPI modeling, and dashboards … more than just providing data in an S3 bucket. Data firms that are succeeding are doing more of the work for smaller firms (ie KPI mapping out-of-the-box)… that don’t have the resources of bigger firms. This plays into Michael’s theory of “peak multi-strat”… describing the multi-strat dominance in the data processing world. The technology moat is not as broad as it once was (due to firms like Hedgineer). It is getting easier for more firms to work with various data sources."},{"issue":206,"date":"2024-10-04","title":"Data product management is not the same as software product management","url":"https://www.linkedin.com/posts/wernicke_data-product-management-is-not-the-same-as-activity-7246950194137681920-uYMU/","author":"Sebastian Wernicke","domain":"linkedin.com","section":"articles","topics":["Data monetization"],"take":"Data products are distinct from software products or other products. Some complexities need to be addressed and this article describes some key aspects of product management that are unique to data product management and must be adhered to."},{"issue":206,"date":"2024-10-04","title":"A compass, not a map","url":"https://roundup.getdbt.com/p/a-compass-not-a-map","author":"Alex Welch","domain":"roundup.getdbt.com","section":"articles","topics":["Analytics & data science"],"take":"ADLC = Analytics Development Life Cycle. Plan, Develop, Test, Deploy, Operate, Observe, Discover and Analyze. There is A LOT of good information in this article. Of most interest to me was the first question to ask as you keep yourself on course: “ Why does this matter to the business?”. If this is not crystal clear , recalibrate."},{"issue":206,"date":"2024-10-04","title":"What’s the difference between a data catalog and a data marketplace?","url":"https://www.harbrdata.com/resources/blogs/data-catalog-vs-data-marketplace/","author":"Anthony Cosgrove","domain":"harbrdata.com","section":"articles","topics":["Marketplaces & discovery","Data governance & quality"],"take":"“ A data catalog is not a data marketplace. A data marketplace is not a data catalog.”"},{"issue":206,"date":"2024-10-04","title":"DOJ Sues Visa For Alleged US Debit Monopoly","url":"https://fintechbusinessweekly.substack.com/p/doj-sues-visa-for-alleged-us-debit","author":"Jason Mikula","domain":"fintechbusinessweekly.substack.com","section":"articles","topics":["Transaction & consumer data"]},{"issue":206,"date":"2024-10-04","title":"The Importance of Transparency and Trust in Data and Generative AI","url":"https://www.forbes.com/councils/forbestechcouncil/2024/09/30/the-importance-of-transparency-and-trust-in-data-and-generative-ai/","author":"Sarah McKenna","domain":"forbes.com","section":"reading","topics":["AI & LLMs"]},{"issue":206,"date":"2024-10-04","title":"Cybersyn's Product Release","url":"https://magis.substack.com/p/cybersyns-product-release","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":206,"date":"2024-10-04","title":"AI-Generated Content May Not Be Accurate","url":"https://www.linkedin.com/pulse/ai-generated-content-may-accurate-liberty-source-pbc-ojshe/","author":"Joseph Bartolotta","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":206,"date":"2024-10-04","title":"interviews Tathagat Varma","url":"https://podcasts.apple.com/us/podcast/232-how-are-businesses-really-using-ai-with-tathagat/id1336150688?i=1000664348728","author":"DataFramed [","domain":"podcasts.apple.com","section":"reading","topics":["AI & LLMs"],"take":"Wide-ranging conversation about implementing AI in the real world."},{"issue":206,"date":"2024-10-04","title":"The AI Boom Is Here, but Where Are the Women?","url":"https://www.reveliolabs.com/news/tech/the-ai-boom-is-here-but-where-are-the-women/","author":"Lisa Simon","domain":"reveliolabs.com","section":"reading","topics":["AI & LLMs"]},{"issue":207,"date":"2024-10-11","title":"What Makes A Great Data Business","url":"https://www.linkedin.com/pulse/what-makes-great-data-business-dan-beltramo-betwc/","author":"Dan Beltramo","domain":"linkedin.com","section":"articles","topics":["Data monetization"],"take":"Beltramo’s “data business evaluation cheat sheet” is a good framework for thinking about data businesses. Data Sources, Uses, Nice-to-Haves, and Business Models. Syndicated Subscription models are the best! These types of thought pieces are helpful as more people see the value of data and struggle with creating a business around the data asset."},{"issue":207,"date":"2024-10-11","title":"Data Monetization Trends: Insights From 1000 Organizations","url":"https://www.forbes.com/sites/douglaslaney/2024/09/26/data-monetization-trends-insights-from-1000-organizations/","author":"Doug Laney","domain":"forbes.com","section":"articles","topics":["Data monetization","Investing & hedge funds"],"take":"There are many ways to derive value from data beyond simply selling raw data to a hedge fund. Each of the 1,000 organizations has its own unique story, but the idea of sharing, bartering, and incorporating free data into your business decision processes. In prior roles, I’ve talked to many companies about data monetization. I found interest, but lots of hurdles when dealing with the details. Better tools and general growth in data literacy is helping, but still a lot of work to do before maximum value is extracted from existing data."},{"issue":207,"date":"2024-10-11","title":"Harnessing Edge Knowledge Across Your Network of Employees, Customers, and Partners","url":"https://www.linkedin.com/pulse/harnessing-edge-knowledge-across-your-network-isaac-esseku-cfa-n93ce/","author":"Isaac Esseku","domain":"linkedin.com","section":"articles","topics":["Data strategy & culture"],"take":"This resonated with me as my days on the sell-side tell me there is valuable data/information spread across your network. You never know when a serendipitous conversation or interaction will generate important information."},{"issue":207,"date":"2024-10-11","title":"AI in investment banking: The ongoing evolution.","url":"https://solutions.lseg.com/AIIBReport","author":"ModuleQ","domain":"solutions.lseg.com","section":"reading","topics":["AI & LLMs"]},{"issue":207,"date":"2024-10-11","title":"Toolbox First, Bling Later: Mastering Data with What You Already Have","url":"https://stormking.substack.com/p/toolbox-first-bling-later-mastering","author":"Storm King Analytics","domain":"stormking.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":207,"date":"2024-10-11","title":"Data Skeptics","url":"https://downrangedata.substack.com/p/41-data-skeptics","author":"Erik Davis","pub":"Downrange Data","domain":"downrangedata.substack.com","section":"reading","topics":["Data strategy & culture"]},{"issue":207,"date":"2024-10-11","title":"From Data to Alpha: Top Strategies that Increase ROI on Alternative Data","url":"https://maidencentury.com/resource/from-data-to-alpha-top-strategies-that-increase-roi-on-alternative-data","author":"Maiden Century","domain":"maidencentury.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":207,"date":"2024-10-11","title":"\"AI-Generated Content May Not Be Accurate\"","url":"https://www.linkedin.com/pulse/ai-generated-content-may-accurate-liberty-source-pbc-ojshe/","author":"Liberty Source","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":207,"date":"2024-10-11","title":"What is an AI Agent? Definitions, Inputs, and Outputs","url":"https://databeats.community/p/ai-agents-explained","author":"Arpit Choudhary & Schaun Wheeler","domain":"databeats.community","section":"reading","topics":["AI & LLMs"]},{"issue":207,"date":"2024-10-11","title":"Why Procurement Platforms Miss the Mark in Data Tracking","url":"https://www.nomad-data.com/blog/why-procurement-platforms-miss-the-mark-in-data-tracking","author":"Nomad Data","domain":"nomad-data.com","section":"reading","topics":["Marketplaces & discovery"]},{"issue":207,"date":"2024-10-11","title":"Inbal Shani on maturing your product leadership in the age of AI","url":"https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/inbal-shani-on-maturing-your-product-leadership-in-the-age-of-ai","author":"McKinsey’s podcast","domain":"mckinsey.com","section":"reading","topics":["AI & LLMs"],"take":"Inbal has some varied and relevant experiences. This conversation was relevant to me as we build products at ModuleQ. The importance of customer-first, end-to-end thinking is clear. Inbal highlights the fact that understanding data will be a key CPO skill going forward. Measuring outcomes (harder than it sounds) … product success shifting from speed to market to value created for the customer."},{"issue":207,"date":"2024-10-11","title":"From Data to Alpha: Top Strategies that Increase ROI on Alternative Data","url":"https://maidencentury.com/resource/from-data-to-alpha-top-strategies-that-increase-roi-on-alternative-data","author":"Maiden Century","domain":"maidencentury.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":208,"date":"2024-10-18","title":"What kind of internal data can I repurpose for external sale?","url":"https://www.neudata.co/blog/five-valuable-types-of-alternative-data","author":"Neudata","domain":"neudata.co","section":"articles","topics":["Marketplaces & discovery","Investing & hedge funds"],"take":"Neudata offers 5 types of internal data: 1- Business-to-business (B2B) transactions, 2- Opaque developing economies, 3- Chinese economic development, 4- Freight transport, 5- Investor activity."},{"issue":208,"date":"2024-10-18","title":"her thoughts","url":"https://www.linkedin.com/posts/sarahransommckenna_sequentum-webdata-dataextraction-activity-7251697257840799749-LUR3/","author":"Sarah McKenna","domain":"linkedin.com","section":"articles","topics":["Web scraping & web data","AI & LLMs"],"take":"AI is having an impact on the web scraping industry. While not quite perfect (still expensive and hallucinations), there is significant progress. If you are in or adjacent to the web scrape industry, Sarah is must-follow leadership."},{"issue":208,"date":"2024-10-18","title":"Navigating Data Challenges in Quantitative Trading: Insights from Quant Strats London 2024","url":"https://www.disruptionbanking.com/2024/10/09/navigating-data-challenges-in-quantitative-trading-insights-from-quant-strats-london-2024/","author":"Harry Clynch","domain":"disruptionbanking.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"Good quotes and summarized thoughts from the Quant Strat event in London. Innovation in data is slowing as offerings look similar. There is A LOT of data, but not a lot of high-quality data, which is really what is needed for quant use cases. There is some fear of consolidation of smaller players into larger players with more pricing power. We’d need some big player like Bloomberg to start getting into alt data in a serious way to have that happen, not something I see as apparent."},{"issue":208,"date":"2024-10-18","title":"Is web scraping a profitable industry?","url":"https://substack.thewebscraping.club/p/is-web-scraping-a-profitable-industry","author":"Pierluigi Vinciguerra","domain":"substack.thewebscraping.club","section":"articles","topics":["Web scraping & web data","Data monetization"],"take":"“Good but not great” is a good description of many data businesses. The collection of data gets more competitive, and the market size is limited. Data is largely a buyer’s market. That said, there is a way to operate profitably and develop a loyal relationship with good clients. The trick is scaling."},{"issue":208,"date":"2024-10-18","title":"updated us on the FIGI vs CUSIP situation","url":"https://www.linkedin.com/posts/tim-baker-fintech-venturing_figi-cusip-chatty-activity-7251715580628463616-coQS/","domain":"linkedin.com","section":"articles","topics":["Market data & terminals","Regulation, privacy & compliance"]},{"issue":208,"date":"2024-10-18","title":"The current state of the AI ecosystem (w/ Julia Schottenstein)","url":"https://roundup.getdbt.com/p/the-current-state-of-the-ai-ecosystem","author":"Dan Poppy","domain":"roundup.getdbt.com","section":"articles","topics":["AI & LLMs"]},{"issue":208,"date":"2024-10-18","title":"The LegalTech AI Landscape","url":"https://www.neweconomies.co/p/the-legaltech-ai-landscape","author":"Ollie Forsythe","domain":"neweconomies.co","section":"reading","topics":["AI & LLMs"]},{"issue":208,"date":"2024-10-18","title":"How WHOOP Built and Launched a Reliable GenAI Chatbot","url":"https://www.montecarlodata.com/blog-how-whoop-built-and-launched-a-reliable-genai-chatbot/","author":"Sara Gates","domain":"montecarlodata.com","section":"reading","topics":["AI & LLMs"]},{"issue":208,"date":"2024-10-18","title":"AI is more than GenAI","url":"https://changelog.com/practicalai/285","author":"Daniel Whitenack","pub":"Practical AI podcast","domain":"changelog.com","section":"reading","topics":["AI & LLMs"],"take":"the first time I’ve listened to this podcast. It caught my eye because my company ModuleQ is an “AI company” but we are not Gen AI. As regular ADW readers will know, I appreciate getting the historical context around technologies … and Daniel shares with us a good background and history of AI using a balance of technical and non-technical language."},{"issue":208,"date":"2024-10-18","title":"The LegalTech AI Landscape","url":"https://www.neweconomies.co/p/the-legaltech-ai-landscape","author":"Ollie Forsythe","domain":"neweconomies.co","section":"reading","topics":["AI & LLMs"]},{"issue":209,"date":"2024-10-25","title":"Building a Data-Informed Organization: The Role of the COO","url":"https://www.linkedin.com/pulse/building-data-informed-organization-role-coo-isaac-esseku-cfa-b3mre/","author":"Isaac Isseku","domain":"linkedin.com","section":"articles","topics":["Data strategy & culture"],"take":"There is a balance to be struck between being data-driven and having the “gut feel”. Domain expertise certainly plays a role & the importance of domain knowledge is evident to loyal readers of ADW. The authors write from the perspective of a COO, and highlights the importance of understanding the different needs & motivations of different groups (sales team vs product team, etc)."},{"issue":209,"date":"2024-10-25","title":"Is being data driven a fad?","url":"https://benn.substack.com/p/is-being-data-driven-a-fad","author":"Benn Stancil","domain":"benn.substack.com","section":"articles","topics":["Data strategy & culture"],"take":"I hope not! But while data is important and there is more available today than ever, animal spirits are alive & well…and matter just as much, if not more, than data (see meme stock phenomena)."},{"issue":209,"date":"2024-10-25","title":"Data Analysis in the Era of Generative AI","url":"https://arxiv.org/abs/2409.18475","author":"Various authors","domain":"arxiv.org","section":"articles","topics":["AI & LLMs"]},{"issue":209,"date":"2024-10-25","title":"The AI Investment Boom","url":"https://www.apricitas.io/p/the-ai-investment-boom","author":"Joseph Politano","domain":"apricitas.io","section":"reading","topics":["AI & LLMs"]},{"issue":209,"date":"2024-10-25","title":"Good Questions Bad Questions","url":"https://sqlpatterns.com/p/good-questions-bad-questions","author":"Ergest Xheblati","domain":"sqlpatterns.com","section":"reading","topics":["Analytics & data science"]},{"issue":209,"date":"2024-10-25","title":"The Data Leader’s Guide to Hiring and Team Building - Part 1","url":"https://seattledataguy.substack.com/p/the-data-leaders-guide-to-hiring","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"reading","topics":["Data strategy & culture","People & careers"]},{"issue":209,"date":"2024-10-25","title":"The Importance of Backtests Performed by Data Vendors","url":"https://www.integrity-research.com/the-importance-of-backtests-performed-by-data-vendors/","author":"Michael Mayhew","domain":"integrity-research.com","section":"reading","topics":["Marketplaces & discovery","Investing & hedge funds"]},{"issue":209,"date":"2024-10-25","title":"interviewed","url":"https://open.spotify.com/episode/1QRTxG3RHydfRmBdTR55Uv?si=ytT9aBQhSXGkrdhnBpbz7Q","author":"Eric Traub","pub":"The Building Bridges podcast [","domain":"open.spotify.com","section":"reading","topics":["Investing & hedge funds","Alt data industry"],"take":"Eric asked one of the first questions I would have asked: relative to larger cap, more mature markets, how do you apply data to the early-stage investment process? Matt specifically indicated they make sure early-stage companies are developing the right infrastructure (collecting, storing, organizing, using) around data. Data is picks & shovels of the investment world. One other interesting point was Matt indicated early-stage companies today need to build a real business relative to past cycles when it was all about growth."},{"issue":209,"date":"2024-10-25","title":"Data Contract - Q&A","url":"https://peterbaumann.substack.com/p/data-contract-q-and-a","author":"Peter Baumann","domain":"peterbaumann.substack.com","section":"reading","topics":["Data governance & quality"]},{"issue":209,"date":"2024-10-25","title":"New Data Shows Wealth Management Firms Winning with AI","url":"https://www.wipro.com/capital-markets/new-data-shows-wealth-management-firms-winning-with-ai/","author":"Wipro","domain":"wipro.com","section":"reading","topics":["AI & LLMs"]},{"issue":209,"date":"2024-10-25","title":"The Creator Economy 2025","url":"https://www.neweconomies.co/p/the-creator-economy-2025","author":"Ollie Forsythe","domain":"neweconomies.co","section":"reading","topics":["Macro & economic signals"]},{"issue":210,"date":"2024-11-01","title":"Buying data is still stuck in the analog era","url":"https://www.nomad-data.com/blog/interview-buying-data-is-still-stuck-in-the-analog-era","author":"The World","pub":"DaaS","domain":"nomad-data.com","section":"articles","topics":["AI & LLMs","Transaction & consumer data"],"take":"There may not be “enough data” for AI models, but there is still too much data to effectively discover what you need. Data buyers run into information overload and struggle to separate the good from the bad. Data sellers struggle to cut through the noise and clearly demonstrate the best use cases for their particular offering. Nomad solving this problem but making it easier for both sides of the transaction."},{"issue":210,"date":"2024-11-01","title":"A 5-Step Incident Management Framework for Enterprise Data Organizations","url":"https://www.montecarlodata.com/blog-an-incident-management-framework-for-enterprise-data-organizations/","author":"Neil Gleeson","domain":"montecarlodata.com","section":"articles","topics":["Data strategy & culture","Data monetization"],"take":"Incident management was a big challenge for me when I ran a data business. Prepare, detect, triage, investigate, resolve, retrospective. It seems more often than not incident management more closely resembles a firehouse than an academic consultancy. Neil provides us with a really good framework to most effectively deal with incident management and have happy customers!"},{"issue":210,"date":"2024-11-01","title":"Build vs Buy: LLM Adoption for Web Scraping in Finance","url":"https://www.kadoa.com/blog/build-vs-buy","author":"Tavis Lochhead","domain":"kadoa.com","section":"articles","topics":["AI & LLMs","Web scraping & web data"],"take":"The answer is probably a mix of both. The advance in AI are changing the world of web-scraping for certain. There is huge value to be created in collecting and organizing the world’s information."},{"issue":210,"date":"2024-11-01","title":"Amassed Insights #1","url":"https://blog.amassinsights.com/amassed-insights-1/","author":"Jordan Hauer","domain":"blog.amassinsights.com","section":"reading","topics":["Alt data industry","Marketplaces & discovery"]},{"issue":210,"date":"2024-11-01","title":"What executives need to know about AI","url":"https://mitsloan.mit.edu/ideas-made-to-matter/what-executives-need-to-know-about-ai","author":"Kristen Burnham","domain":"mitsloan.mit.edu","section":"reading","topics":["AI & LLMs"]},{"issue":210,"date":"2024-11-01","title":"Unlock the real value of genAI in martech","url":"https://martech.org/unlock-the-real-value-of-genai-in-martech/","author":"Frans Riemersma","domain":"martech.org","section":"reading","topics":["AI & LLMs"]},{"issue":210,"date":"2024-11-01","title":"The Great Data Integration Schlep","url":"https://sarahconstantin.substack.com/p/the-great-data-integration-schlep","author":"Sarah Constantin","domain":"sarahconstantin.substack.com","section":"reading","topics":["Data engineering"]},{"issue":210,"date":"2024-11-01","title":"Generative AI at EY with John Thompson, Head of AI at EY","url":"https://www.datacamp.com/podcast/generative-ai-at-ey","author":"DataFramed podcast","domain":"datacamp.com","section":"reading","topics":["AI & LLMs","Data monetization"],"take":"John Thompson is head of AI at E&Y & author of several data-related books. He has 275k people logging onto and using E&Y’s AI system (that has to be among the largest deployments of AI globally). There is some good discussion of the pros/cons of logging and storing data, both internal and external data. He is seeing E&Y employees use AI for a myriad of use cases, including summarizing docs, generating proposals, and performing due diligence. Anecdotal feedback has been positive, but there is not yet a measurable impact & the thought is it takes time for productivity gains to show up."},{"issue":210,"date":"2024-11-01","title":"Unlock the real value of genAI in martech","url":"https://martech.org/unlock-the-real-value-of-genai-in-martech/","author":"Frans Riemersma","domain":"martech.org","section":"reading","topics":["AI & LLMs"]},{"issue":211,"date":"2024-11-08","title":"Feeding the AI machine: Building the Future of AI with the Best Digital Data","url":"https://www.similarweb.com/blog/updates/product-updates/data-and-ai/","author":"Omri Shtayer","domain":"similarweb.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"AI relies on good data. Massive amounts of good data. Omri does a good job laying out some of the stumbling blocks around data collection and quality (very hard to do well)."},{"issue":211,"date":"2024-11-08","title":"Data Storytelling is an art. Here's Why","url":"https://businessanalytics.substack.com/p/data-storytelling-is-an-art-heres","author":"Center for Business Analytics","domain":"businessanalytics.substack.com","section":"articles","topics":["Analytics & data science"],"take":"Communicating via storytelling is such an important skill when selling the future. The author highlights three reasons this is an art: engagement through narrative, simplifying complexity, emotional resonance. All three of these resonate with me, but the hardest is simplifying complexity, especially when selling to technical people who enjoy the complexity. Making the complex simple helps your internal champions spread the word and sell on your behalf."},{"issue":211,"date":"2024-11-08","title":"Economists Embrace Gen AI Applications for Forecasting Models","url":"https://www.tradersmagazine.com/news/economists-embrace-gen-ai-applications-for-forecasting-models/","author":"Anna Lyudvig","pub":"Traders Magazine","domain":"tradersmagazine.com","section":"articles","topics":["AI & LLMs","Analytics & data science"],"take":"Information overload is a real thing. Much of the data that economists and political forecasters are using to make decision could be considered “alternative data”. We are moving from backward-looking analysis to real-time analysis. The problem is that digesting, processing, and evaluating this amount of data is not humanly possible. Enter AI. This is where pushing the right data into existing workflows is key (shameless plug for ModuleQ)."},{"issue":211,"date":"2024-11-08","title":"The Present Future: AI's Impact Long Before Superintelligence","url":"https://www.oneusefulthing.org/p/the-present-future-ais-impact-long","author":"Ethan Mollick","domain":"oneusefulthing.org","section":"articles","topics":["AI & LLMs"]},{"issue":211,"date":"2024-11-08","title":"The data jobs to be done (w/ Erik Bernhardsson)","url":"https://roundup.getdbt.com/p/the-data-jobs-to-be-done-w-erik-bernhardsson","author":"Dan Poppy","domain":"roundup.getdbt.com","section":"reading","topics":["People & careers"]},{"issue":211,"date":"2024-11-08","title":"Charting a path to the data- and AI-driven enterprise of 2030","url":"https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/charting-a-path-to-the-data-and-ai-driven-enterprise-of-2030","author":"McKinsey","domain":"mckinsey.com","section":"reading","topics":["AI & LLMs"]},{"issue":211,"date":"2024-11-08","title":"DaaS leaders and their thoughts on AI","url":"https://www.worldofdaas.com/p/daas-leaders-and-their-thoughts-on-ai","author":"World","pub":"DaaS","domain":"worldofdaas.com","section":"reading","topics":["Data monetization","AI & LLMs"]},{"issue":211,"date":"2024-11-08","title":"Stop Trying to Kill Bloomberg","url":"https://substack.com/home/post/p-150150048","author":"Alexander Campbell","domain":"substack.com","section":"reading","topics":["Market data & terminals"]},{"issue":211,"date":"2024-11-08","title":"How To Make Data Quality (a little) Less Painful for Analysts","url":"https://www.montecarlodata.com/blog-how-to-make-data-quality-a-little-less-painful-for-analysts/","author":"Tim Osborn","domain":"montecarlodata.com","section":"reading","topics":["Data governance & quality"]},{"issue":211,"date":"2024-11-08","title":"Reference Data Drama","url":"https://www.waterstechnology.com/hidden-tags/waters-wavelength-podcast","domain":"waterstechnology.com","section":"reading","topics":["Market data & terminals"],"take":"The evolution of this issue is something I have been watching from the sidelines, with interest, but I am far from an being an expert."},{"issue":211,"date":"2024-11-08","title":"Gen AI in corporate functions: Looking beyond efficiency gains","url":"https://www.mckinsey.com/capabilities/operations/our-insights/gen-ai-in-corporate-functions-looking-beyond-efficiency-gains","author":"McKinsey","domain":"mckinsey.com","section":"reading","topics":["AI & LLMs"]},{"issue":211,"date":"2024-11-08","title":"Tracing Value: 6 Use Cases for Data Lineage","url":"https://medium.com/@louise.de.leyritz/tracing-value-6-use-cases-for-data-lineage-fae59cd5a971","author":"Louise de Leyritz","domain":"medium.com","section":"reading","topics":["Data governance & quality"]},{"issue":212,"date":"2024-11-15","title":"The overlooked GenAI use case","url":"https://blog.sumble.com/the-overlooked-genai-use-case/","author":"Anthony Goldbloom","domain":"blog.sumble.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"What will all this AI infrastructure be used for? The biggest use case today is cleaning, processing, and analyzing data (based on jobs posting). This falls into two categories: #1 pulling structured information out of unstructured information, and #2 automating analysis that was previously done manually."},{"issue":212,"date":"2024-11-15","title":"The 10 Most Powerful Data Trends That Will Transform Business In 2025","url":"https://www.forbes.com/sites/bernardmarr/2024/10/30/the-10-most-powerful-data-trends-that-will-transform-business-in-2025/","domain":"forbes.com","section":"articles","topics":["Data strategy & culture","AI & LLMs"],"take":"I’m a sucker for a good Top 10 list! There are some good ones like #1, Automated Insights Becoming Universal. The future will be automated insights that anticipate what you need…and then push to you the most relevant data from a multitude of sources."},{"issue":212,"date":"2024-11-15","title":"The High Cost of Dirty Data in AI Development","url":"https://www.unite.ai/the-high-cost-of-dirty-data-in-ai-development/","author":"Eli Goodman","domain":"unite.ai","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"Incomplete, inconsistent, inaccurate data causes issues that can get amplified when this “dirty data” is relied upon for models, decision-making, etc. The value of the DaaS business model is that a single source validates the data’s quality. Building a reputation as a provider of trustworthy data is huge."},{"issue":212,"date":"2024-11-15","title":"A Comprehensive Guide to Navigating Alternative Data","url":"https://www.consumeredge.com/resources/insights/a-comprehensive-guide-to-navigating-alternative-data/","author":"Stacie Rabinowitz","domain":"consumeredge.com","section":"reading","topics":["Alt data industry"]},{"issue":212,"date":"2024-11-15","title":"Sequentum: Reap The Benefits of Fully Automated Processes & Procedures","url":"https://www.cioreview.com/sequentum","author":"CIO Review","domain":"cioreview.com","section":"reading","topics":["Web scraping & web data"]},{"issue":212,"date":"2024-11-15","title":"A conversation with OpenAI's CPO Kevin Weil, Anthropic's CPO Mike Krieger, and Sarah Guo","url":"https://www.youtube.com/watch?v=IxkvVZua28k","author":"Sarah Guo","domain":"youtube.com","section":"reading","topics":["AI & LLMs","Data engineering"],"take":"Good to see increases coming for data, data infrastructure, etc."},{"issue":212,"date":"2024-11-15","title":"The Battery Ventures 2024 State of OpenCloud Report","url":"https://www.battery.com/blog/opencloud-2024/","domain":"battery.com","section":"reading","topics":["AI & LLMs"],"take":"Right data, right person, right time."},{"issue":213,"date":"2024-11-22","title":"Data Providers: How to Maximize Revenue, Part 2","url":"https://www.linkedin.com/pulse/data-providershow-maximize-revenue-part-2-scott-hall-s9vfe/","author":"Scott Hall","domain":"linkedin.com","section":"articles","topics":["Marketplaces & discovery","Investing & hedge funds"],"take":"Access Part 1 here. This is a good series, and I hope there is a Part 3 in the future. Part 1 focused on Product Strength, and Part 2 focused on the addressable market. The combination of these two elements is your revenue potential. This article focuses on the investment management market and the best ways to expand the number of funds with which you can engage. Making it easy goes a long way to attracting a broader range of customers."},{"issue":213,"date":"2024-11-22","title":"Alternative Data: The Fastest Growing Industry You’ve Never Heard Of","url":"https://www.amplifydata.io/blog/alternative-data-the-fastest-growing-industry-youve-never-heard-of","author":"Amplify Data","domain":"amplifydata.io","section":"articles","topics":["Alt data industry"],"take":"Good overview of the Alternative Data space. This space has been slow to develop and has not lived up to rosy predictions in the past. A combination of more data and better tools, like Amplify, to engage with the data will help, but there is a long way to go."},{"issue":213,"date":"2024-11-22","title":"9 Effects on Data You Should Know","url":"https://peterbaumann.substack.com/p/9-effects-on-data-you-should-know","domain":"peterbaumann.substack.com","section":"articles","topics":["Data strategy & culture"],"take":"This is great."},{"issue":213,"date":"2024-11-22","title":"2025 Manifesto","url":"https://newsletters.databeats.community/p/2025-manifesto","domain":"newsletters.databeats.community","section":"articles","topics":["Data strategy & culture"]},{"issue":213,"date":"2024-11-22","title":"Why the deep learning boom caught almost everyone by surprise","url":"https://www.understandingai.org/p/why-the-deep-learning-boom-caught","author":"Timothy B Lee","domain":"understandingai.org","section":"reading","topics":["AI & LLMs"]},{"issue":213,"date":"2024-11-22","title":"AI and data: different faces of the same coin","url":"https://substack.thewebscraping.club/p/ai-and-web-data","author":"Pierluigi Vinciguerra","domain":"substack.thewebscraping.club","section":"reading","topics":["AI & LLMs"]},{"issue":213,"date":"2024-11-22","title":"interviews","url":"https://emerj.com/ai-in-financial-services-podcast/","author":"AI in Financial Services Podcast [","domain":"emerj.com","section":"reading","topics":["AI & LLMs"],"take":"Enate is an orchestration platform for financial services, to help those companies better understand & communicate with customers. I found myself listening to this is that I, via my role at ModuleQ, I am working to deliver AI solutions to financial service enterprises."},{"issue":213,"date":"2024-11-22","title":"Creating Business Value from Data","url":"https://peterbaumann.substack.com/p/creating-business-value-from-data","author":"Peter Baumann","domain":"peterbaumann.substack.com","section":"reading","topics":["Data strategy & culture"]},{"issue":214,"date":"2024-11-29","title":"The Root Cause of Why Organizations Fail With Data & AI","url":"https://towardsdatascience.com/the-root-cause-of-why-organizations-fail-with-data-ai-0095a73cf5ab","author":"Jens Linden","domain":"towardsdatascience.com","section":"articles","topics":["AI & LLMs"],"take":"Article of the week! The bottom line is to start with the business strategy. The author points out that most companies (in his market) do not have a clear business strategy in place from which you can derive data needs. I like the author’s notion that the most successful companies in the future will be those that realize data is a strategic asset rather than an operational byproduct."},{"issue":214,"date":"2024-11-29","title":"Why Grocery Data Is A Gold Mine For Digital Marketers In Financial Services","url":"https://www.forbes.com/councils/forbestechcouncil/2024/11/21/why-grocery-data-is-a-gold-mine-for-digital-marketers-in-financial-services/","author":"Jon Jacobson","pub":"Omnisient","domain":"forbes.com","section":"articles","topics":["Transaction & consumer data","Data monetization"],"take":"Omnisient is pursuing use cases for grocery data, including improving financial institution marketing effectiveness & determining consumer creditworthiness. Using “data for good” should include expanding access to credit. (See related article from September: How Shopping Habits Can Reveal Credit Risk To Banks And Insurers)."},{"issue":214,"date":"2024-11-29","title":"Top 10 Data Engineering & AI Trends for 2025","url":"https://www.montecarlodata.com/blog-2025-data-engineering-trends","author":"Barr Moses & Tomasz Tunguz","domain":"montecarlodata.com","section":"articles","topics":["AI & LLMs","Data engineering"],"take":"I’m a sucker for a good Top Ten list. There are a lot of thought-provoking ideas here. I’ll focus on #10 Agentic AI. While there is a lot of promise here, broad adoption is yet to be achieved (and frankly seems quite a long way off). That said, we at ModuleQ have an #unpromptedAI offering, where the AI understands your workflow and delivers to you the right information at the right time. This removes the risks associated with generative AI & effectively addresses the information overload problem we all face."},{"issue":214,"date":"2024-11-29","title":"The head of data's first priority","url":"https://www.datacisions.com/p/the-head-of-datas-first-priority","author":"Sven Balnojan","domain":"datacisions.com","section":"reading","topics":["Data strategy & culture"]},{"issue":214,"date":"2024-11-29","title":"Goldman Sachs Taps Alternative Data To Predict Retail Trends","url":"https://finimize.com/content/goldman-sachs-taps-alternative-data-to-predict-retail-trends","author":"Finimize","domain":"finimize.com","section":"reading","topics":["Alt data industry"]},{"issue":214,"date":"2024-11-29","title":"How CFM built a well-governed and scalable data-engineering platform using Amazon EMR for financial features generation","url":"https://aws.amazon.com/fr/blogs/big-data/how-cfm-built-a-well-governed-and-scalable-data-engineering-platform-using-amazon-emr-for-financial-features-generation/","author":"Julien Lafaye, Joel Farvault, and Matthieu Bonville","domain":"aws.amazon.com","section":"reading","topics":["Data engineering","Investing & hedge funds"]},{"issue":214,"date":"2024-11-29","title":"Investors mining new data to predict retailers' results","url":"https://www.reuters.com/business/retail-consumer/investors-mining-new-data-predict-retailers-results-2024-11-25/","author":"Nicholas P. Brown and Carolina Mandl","domain":"reuters.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":214,"date":"2024-11-29","title":"Launching my first course on Data & AI Product Management","url":"https://blog.valuefromdata.ai/p/dpm-course-launch-nov-2024","author":"Nick Zervoudis","domain":"blog.valuefromdata.ai","section":"reading","topics":["AI & LLMs"]},{"issue":214,"date":"2024-11-29","title":"Closer to Fine: The Paradox of Invisible Success","url":"https://thedatascore.substack.com/p/closer-to-fine-the-paradox-of-invisible","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Investing & hedge funds","Data strategy & culture"]},{"issue":214,"date":"2024-11-29","title":"This trade secrets lawsuit has the alternative data industry buzzing","url":"https://www.businessinsider.com/inside-yipits-lawsuit-against-2-former-employees-who-joined-mscience-2024-11","author":"Bradley Saacks","domain":"businessinsider.com","section":"reading","topics":["Alt data industry","Regulation, privacy & compliance"]},{"issue":214,"date":"2024-11-29","title":"The Long and The Short of It Podcast","url":"https://thelongandtheshortofit.substack.com/p/the-long-and-the-short-of-it-podcast-686","author":"Marc Greenberg","pub":"The Long and The Short of It Podcast","domain":"thelongandtheshortofit.substack.com","section":"reading","topics":["AI & LLMs"],"take":"I enjoyed this interview with two people I’ve gotten to know over the years and admire. It is interesting to hear how they got where they are (origin stories), and what they are building today."},{"issue":214,"date":"2024-11-29","title":"The Root Cause of Why Organizations Fail With Data & AI","url":"https://towardsdatascience.com/the-root-cause-of-why-organizations-fail-with-data-ai-0095a73cf5ab","author":"Jens Linden","domain":"towardsdatascience.com","section":"reading","topics":["AI & LLMs"],"take":"Article of the week! The bottom line, start with the business strategy. The author points out that most companies (in his market) do not have a clear business strategy in place from which you can derive data needs. I like the author’s notion that the most successful companies in the future will be those that realize data is a strategic asset rather than an operational byproduct."},{"issue":214,"date":"2024-11-29","title":"Alternative Data Market to Skyrocket: Projected Growth from USD 6.74 Bn in 2023 to USD 167.97 Bn by 2030","url":"https://www.openpr.com/news/3754157/alternative-data-market-to-skyrocket-projected-growth-from-usd","author":"Open PR","domain":"openpr.com","section":"reading","topics":["Alt data industry"]},{"issue":215,"date":"2024-12-06","title":"Ten Trends Shaping AI-driven Data Analytics in 2025","url":"https://www.tradersmagazine.com/am/ten-trends-shaping-ai-driven-data-analytics-in-2025/","author":"Trader Magazine","domain":"tradersmagazine.com","section":"articles","topics":["AI & LLMs","Analytics & data science"],"take":"I am a sucker for these Top Ten lists…third week in a row! At ModuleQ, we address # 2 & #7. #2 Hyper-personalize customer engagement (yes.). #7 Cross silo data integration (yes). For the newsletter, I’ll highlight #9 Expanding the use of alternative data. It is easier to get insights for massive amounts of data, once clean & organized of course."},{"issue":215,"date":"2024-12-06","title":"Actionable Takeaways from CDO Magazine’s First New York Leadership Summit","url":"https://www.cdomagazine.tech/community/actionable-takeaways-from-cdo-magazines-first-new-york-leadership-summit","author":"CDO Magazine","domain":"cdomagazine.tech","section":"articles","topics":["Data strategy & culture","Events & community"],"take":"CDO Magazine hosted its inaugural New York Leadership Summit on November 22. It seems there was a lot of conversation around AI and the impact it has already made & will make going forward. The first step is to make sure your data is “clean, complete & connected!”. Of course, this is easier said than done. There is no AI without a solid data foundation."},{"issue":215,"date":"2024-12-06","title":"Five ways to make data users happy","url":"https://www.linkedin.com/pulse/five-ways-make-data-users-happy-anthony-cosgrove-mbe-k1mce/","author":"Anthony Cosgrove","domain":"linkedin.com","section":"articles","topics":["Data strategy & culture"],"take":"I like the idea that you start with a focus on people and use cases … not technology."},{"issue":215,"date":"2024-12-06","title":"Are Data Contracts Dead?","url":"https://dataengineeringcentral.substack.com/p/are-data-contracts-dead","author":"Daniel Beach","domain":"dataengineeringcentral.substack.com","section":"reading","topics":["Data governance & quality"]},{"issue":215,"date":"2024-12-06","title":"60+ Market Data Integrations to Power Your Trading Strategies","url":"https://quantjourney.substack.com/p/60-market-data-integrations-to-power","author":"Quant journey with code","domain":"quantjourney.substack.com","section":"reading","topics":["Investing & hedge funds","Market data & terminals"]},{"issue":215,"date":"2024-12-06","title":"Top 10 Data Engineering & AI Trends for 2025","url":"https://www.montecarlodata.com/blog-2025-data-engineering-trends","author":"Barr Moses","domain":"montecarlodata.com","section":"reading","topics":["AI & LLMs","Data engineering"]},{"issue":215,"date":"2024-12-06","title":"Does data quality matter?","url":"https://benn.substack.com/p/does-data-quality-matter","author":"Benn Stancil","domain":"benn.substack.com","section":"reading","topics":["Data governance & quality"]},{"issue":215,"date":"2024-12-06","title":"Searching for insight","url":"https://benn.substack.com/p/searching-for-insight","author":"Benn Stancil","domain":"benn.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":215,"date":"2024-12-06","title":"Breaking banks’ information monopoly: The case for deposit data sharing","url":"https://cepr.org/voxeu/columns/breaking-banks-information-monopoly-case-deposit-data-sharing","author":"Jin Cao, Emilia Garcia-Appendini, Cédric Huylebroek","domain":"cepr.org","section":"reading","topics":["Transaction & consumer data","Regulation, privacy & compliance"]},{"issue":215,"date":"2024-12-06","title":"Order Up! Restaurants on the Menu for Private Investment in 2025","url":"https://www.consumeredge.com/resources/the-ce-scout-report-restaurants/","author":"Consumer Edge","domain":"consumeredge.com","section":"reading","topics":["Transaction & consumer data","Investing & hedge funds"]},{"issue":215,"date":"2024-12-06","title":"Databricks Raises Money - 55 Billion Dollar Valuation","url":"https://dataengineeringcentral.substack.com/p/databricks-raises-money-55-billion","author":"Daniel Beach","domain":"dataengineeringcentral.substack.com","section":"reading","topics":["Data engineering","Deals & funding"]},{"issue":215,"date":"2024-12-06","title":"interviewed","url":"https://www.safegraph.com/podcasts","author":"Auren Hoffman [","domain":"safegraph.com","section":"reading","topics":["Data engineering"],"take":"Fast-moving, wide-ranging interview. They covered a lot of ground, from the idea that everyone wants to be the application that sits on top of the data to Santa as a grand conspiracy theory."},{"issue":215,"date":"2024-12-06","title":"The Data Leadership Triad","url":"https://sqlpatterns.com/p/the-data-leadership-triad","author":"Ergest Xheblati","domain":"sqlpatterns.com","section":"reading","topics":["Data strategy & culture"]},{"issue":215,"date":"2024-12-06","title":"Thinking Like an Owner: Elevating Your Data Team's Impact In 2025","url":"https://seattledataguy.substack.com/p/thinking-like-an-owner-elevating","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"reading","topics":["Data engineering"]},{"issue":216,"date":"2024-12-13","title":"Financial services has a data problem: How AI is fueling innovation","url":"https://www.insightpartners.com/ideas/financial-services-has-a-data-problem-how-ai-is-fueling-innovation/","author":"Nicole Shimer & Elan Arnowitz","pub":"Insights Partners","domain":"insightpartners.com","section":"articles","topics":["AI & LLMs","Regulation, privacy & compliance"],"take":"Managing data is complex. If you are a highly regulated financial institution, generating accurate output is critical (see references to MIFID II & MIFID III)."},{"issue":216,"date":"2024-12-13","title":"How BlackRock is finding new alpha as AI Transformation becomes a critical business driver","url":"https://www.microsoft.com/en-us/microsoft-cloud/blog/2024/12/11/how-blackrock-is-finding-new-alpha-as-ai-transformation-becomes-a-critical-business-driver/","author":"Judson Althoff","domain":"microsoft.com","section":"articles","topics":["AI & LLMs","Investing & hedge funds"],"take":"Blackrock’s employee experience is being changed by AI. The day-to-day of the knowledge worker will look very different in coming years. There will be much more focus on productivity which allows people to do more of the fun (& valuable) stuff … finding signals in all the noisy data…whether that is making an investment or providing better service to a client."},{"issue":216,"date":"2024-12-13","title":"Issue #10 - The Data Lifecycle","url":"https://thedataecosystem.substack.com/p/issue-10-the-data-lifecycle","author":"Dylan Anderson","domain":"thedataecosystem.substack.com","section":"articles","topics":["Data strategy & culture","Data engineering"],"take":"Not sure how I missed this article back in June. Good one. See below in the “Charts” section for some good visuals. Simplifying this complex process is necessary & Dylan provides a good framework."},{"issue":216,"date":"2024-12-13","title":"Ahead of the (Yield) Curve","url":"https://pivotal.substack.com/p/ahead-of-the-yield-curve","author":"Abraham Thomas","domain":"pivotal.substack.com","section":"reading","topics":["Macro & economic signals","Investing & hedge funds"]},{"issue":216,"date":"2024-12-13","title":"What the departing White House chief tech advisor has to say on AI","url":"https://www-technologyreview-com.cdn.ampproject.org/c/s/www.technologyreview.com/2024/12/02/1107534/what-the-departing-white-house-chief-tech-advisor-has-to-say-on-ai/amp/","author":"James O’Donnell","domain":"www-technologyreview-com.cdn.ampproject.org","section":"reading","topics":["AI & LLMs"]},{"issue":216,"date":"2024-12-13","title":"Data integrity and responsible innovation in AI","url":"https://plus.reuters.com/lseg-data-integrity-and-responsible-innovation-in-ai/p/1","author":"Satvinder Singh","pub":"LSEG","domain":"plus.reuters.com","section":"reading","topics":["AI & LLMs","Market data & terminals"]},{"issue":216,"date":"2024-12-13","title":"Staying Compliant with CUSIP Use in Financial Institutions: Best Practices and Key Considerations","url":"https://www.linkedin.com/pulse/staying-compliant-cusip-use-financial-institutions-best-campbell-kxioc/","author":"Rachel Takudzwa Campbell","domain":"linkedin.com","section":"reading","topics":["Market data & terminals","Regulation, privacy & compliance"],"take":"Short podcast highlights an update on the CUSIP/FIGI drama and a coming story on IRI (International Reference Identifiers) which could supersede those conversations."},{"issue":216,"date":"2024-12-13","title":"AI Isn’t Coming for Your Job—Unless You Ignore It","url":"https://www.reveliolabs.com/news/tech/ai-isnt-coming-for-your-job-unless-you-ignore-it/","author":"Lisa Simon","pub":"Revelio","domain":"reveliolabs.com","section":"reading","topics":["AI & LLMs","People & careers"]},{"issue":216,"date":"2024-12-13","title":"Issue #10 - The Data Lifecycle","url":"https://thedataecosystem.substack.com/p/issue-10-the-data-lifecycle","author":"Dylan Anderson","domain":"thedataecosystem.substack.com","section":"reading","topics":["Data strategy & culture","Data engineering"]},{"issue":217,"date":"2024-12-20","title":"Data Commercialization — 3 Common Mistakes to Avoid and 5 Steps to Get Started","url":"https://www.cdomagazine.tech/opinion-analysis/data-commercialization-3-common-mistakes-to-avoid-and-5-steps-to-get-started","author":"Jeremy Bruck","domain":"cdomagazine.tech","section":"articles","topics":["Data monetization"],"take":"good framework here, but I’d highlight that “Data commercialization is about solving problems, not selling datasets”. People come to the market touting the cool features and functions of their product, not addressing the customer’s pain that you are solving."},{"issue":217,"date":"2024-12-20","title":"Data quality is essential for AI","url":"https://www.linkedin.com/posts/wernicke_data-quality-is-essential-for-ai-it-sure-activity-7274036739386540032-OLbT/","author":"Sebastian Wernicke","domain":"linkedin.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"I enjoy Dr Wernicke’s LinkedIn posts. I like the idea that good data management goes beyond one-time fixes. If treated that way, you’ll bounce from fire drill to fire drill. It is better to take step back and fix the process."},{"issue":217,"date":"2024-12-20","title":"Alternative data sources for high-tech products in the CPI","url":"https://www.bls.gov/opub/mlr/2024/article/alternative-data-sources-for-high-tech-products-in-the-cpi.htm","author":"Craig Brown & Jeremy Smucker","pub":"the BLS","domain":"bls.gov","section":"articles","topics":["Alt data industry"],"take":"“BLS plans to pivot from using nontraditional data as a supplementary tool to using it as the very basis for CPI calculation, where it is deemed appropriate and cost effective to do so”"},{"issue":217,"date":"2024-12-20","title":"Book Review \"Telling Your Data Story\"","url":"https://peterbaumann.substack.com/p/book-review-telling-your-data-story","domain":"peterbaumann.substack.com","section":"articles","topics":["Data strategy & culture"]},{"issue":217,"date":"2024-12-20","title":"What Smart Companies Know About Integrating AI","url":"https://hbr.org/2023/07/what-smart-companies-know-about-integrating-ai","author":"Silvio Palumbo & David Edelman","domain":"hbr.org","section":"articles","topics":["AI & LLMs"]},{"issue":217,"date":"2024-12-20","title":"10 Data & Analytics Predictions for 2025","url":"https://alexboden.substack.com/p/10-data-and-analytics-predictions","author":"Asymetrix","domain":"alexboden.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":217,"date":"2024-12-20","title":"Good PMs don't prioritize feature requests","url":"https://www.datacisions.com/p/good-pms-dont-prioritize-feature","author":"Sven Balnojan","domain":"datacisions.com","section":"reading"},{"issue":217,"date":"2024-12-20","title":"How Gen AI and Analytical AI Differ — and When to Use Each","url":"https://hbr.org/2024/12/how-gen-ai-and-analytical-ai-differ-and-when-to-use-each","author":"Tom Davenport & Peter High","domain":"hbr.org","section":"reading","topics":["AI & LLMs"]},{"issue":217,"date":"2024-12-20","title":"Issue #33 - The Data Ecosystem Annual Roundup","url":"https://thedataecosystem.substack.com/p/issue-33-data-ecosystem-annual-roundup","author":"Dylan Anderson","domain":"thedataecosystem.substack.com","section":"reading","topics":["Data strategy & culture"]},{"issue":217,"date":"2024-12-20","title":"The M&A Landscape: AI Startups","url":"https://www.neweconomies.co/p/the-manda-landscape-ai-startups","author":"Ollie Forsythe","domain":"neweconomies.co","section":"reading","topics":["AI & LLMs","Deals & funding"]},{"issue":217,"date":"2024-12-20","title":"The Next Chapter for Bigeye: Realigning Our Leadership Team for the Future","url":"https://www.bigeye.com/blog/the-next-chapter-for-bigeye-realigning-our-leadership-team-for-the-future","author":"Kyle Kirwan","domain":"bigeye.com","section":"reading","topics":["Data governance & quality","People & careers"]},{"issue":217,"date":"2024-12-20","title":"How Scraping the Web Became an Expensive Business","url":"https://substack.thewebscraping.club/p/how-scraping-the-web-became-an-expensive","author":"Andrea Squatrito","domain":"substack.thewebscraping.club","section":"reading","topics":["Web scraping & web data"],"take":"Viral recently pivoted from the financial world into people data. Differences: financial data has scale while people data poses challenges related to the fact that the data is found across various systems that operate independently, disjointed data silos."},{"issue":217,"date":"2024-12-20","title":"Data Observability – The Key to Building and Maintaining Trust in Your Data","url":"https://www.linkedin.com/pulse/data-observability-key-building-maintaining-trust-your-miles-braddock-zntec/","author":"Miles Braddock","domain":"linkedin.com","section":"reading","topics":["Data governance & quality"]},{"issue":218,"date":"2024-12-27","title":"Beyond Bloomberg: The Invisible Curve of Power","url":"https://substack.com/home/post/p-152637169","author":"The Terminalist","domain":"substack.com","section":"articles","topics":["Market data & terminals","Data monetization"],"take":"This is a long read that is worth the time. I learned a ton reading through the article. Full disclosure, my company ModuleQ has a close partnership with LSEG, a competitor in the space. We are disrupting the distribution layer. Of most interest to me what the financial data smiling curve (see below Charts section), which illustrates the excess value created in the different stages of data production, distribution, and activiation."},{"issue":218,"date":"2024-12-27","title":"Lessons from Cybersyn","url":"https://magis.substack.com/p/lessons-from-cybersyn","domain":"magis.substack.com","section":"articles","topics":["Data monetization","People & careers"],"take":"I have a ton of respect for Alex. He was able to articulate an idea, get funding, build a team, and drive hard at a complex market in an attempt to disrupt & create value. This is incredibly tough to do. Alex does a good job articulating what went well and what didn’t, ultimately leading to Alex’s decision to shut down CyberSyn. Having gone through a similar situation at a smaller scale, I sum it up as “selling data is hard”."},{"issue":218,"date":"2024-12-27","title":"here","url":"https://www.edpb.europa.eu/system/files/2024-12/edpb_opinion_202428_ai-models_en.pdf","author":"Barry Scannell’s [European Data Protection Board (EDPB) has","domain":"edpb.europa.eu","section":"articles","topics":["AI & LLMs","Regulation, privacy & compliance"]},{"issue":218,"date":"2024-12-27","title":"The Year in Data: 2024 Review and Predictions for 2025","url":"https://datos.live/the-year-in-data-2024-review-and-predictions-for-2025/","author":"Teresa Lee","domain":"datos.live","section":"reading","topics":["Alt data industry"]},{"issue":218,"date":"2024-12-27","title":"How Knowledge Institutions Can Build a Promethean Moment","url":"https://institutionaldatainitiative.org/hello-world.html","author":"Greg Leppert","domain":"institutionaldatainitiative.org","section":"reading","topics":["AI & LLMs"]},{"issue":218,"date":"2024-12-27","title":"94% of financial institutions in UK and US expect increased data budgets","url":"https://ceo-insight.com/strategy/94-of-financial-institutions-in-uk-and-us-expect-increased-data-budgets/","author":"CEO Insights","domain":"ceo-insight.com","section":"reading","topics":["Market data & terminals"]},{"issue":218,"date":"2024-12-27","title":"Episode 7: What Lies Beyond Machine Learning and AI: Decision Systems and the Future of Data Teams","url":"https://podcasts.apple.com/us/podcast/high-signal/id1774960199","author":"High Signal podcast","domain":"podcasts.apple.com","section":"reading","topics":["AI & LLMs","Data engineering"],"take":"I thought this was an interesting interview & well worth the time. One conversation that resonated with me was the idea that you should use data to understand the Next Best Action the person should take"},{"issue":219,"date":"2025-01-03","title":"Top Ten Data Ecosystem Predictions for 2025","url":"https://thedataecosystem.substack.com/p/issue-34-top-ten-data-ecosystem-predictions","domain":"thedataecosystem.substack.com","section":"articles","topics":["AI & LLMs"],"take":"One of my favorite Substack’s that is new in 2024. I particularly like #5: AI is all about bespoke insights. We are very early in the AI life cycle (see hype cycle image below) and I am a firm believe that continued progress will ultimately lead to tools that provide hyper-personalized data, insights, helpful hints, clues, heads-ups, general help, etc … to the individual within their existing workflow in such a seamless way that the recipient isn’t even thinking about whether this is all being powered by AI. AI can be “pointed towards” each individual so the tools can ingest everything you are doing (your calendar, your texts, your emails, your social media, your location) and anticipate what you need next…like magic!"},{"issue":219,"date":"2025-01-03","title":"Data and AI Strategy for 2025: Time to Ditch Old School Thinking","url":"https://www.linkedin.com/pulse/data-ai-strategy-2025-time-ditch-old-school-thinking-samir-sharma-7ai8e/","domain":"linkedin.com","section":"articles","topics":["AI & LLMs","Data strategy & culture"],"take":"This is an excellent article that captures a couple of consistent ADW themes, most notably the idea that data strategy should be business-led, not the other way around."},{"issue":219,"date":"2025-01-03","title":"The Third Phase of the G20 Data Gaps Initiative (DGI-3) Delivers Insights for Action","url":"https://www.imf.org/en/News/Articles/2024/12/18/pr24484-the-third-phase-of-the-g20-dgi-3-delivers-insights-for-action","author":"The IMF","domain":"imf.org","section":"articles","topics":["Marketplaces & discovery","Deals & funding"],"take":"Mark Fleming-Williams and Tim Harrington discuss BattleFin’s background and the recent acquisition of Exabel (Mark used to work at Exabel). BattleFin is well known as an events business and Tim discusses how the business of events is moving from “just making” connections to full data exploration (thus Exabel)."},{"issue":219,"date":"2025-01-03","title":"Unlock the real value of genAI in martech","url":"https://martech.org/unlock-the-real-value-of-genai-in-martech/","author":"Frans Riemersma","domain":"martech.org","section":"articles","topics":["AI & LLMs"]},{"issue":220,"date":"2025-01-10","title":"10 Predictions for 2025","url":"https://www.newsletter.datadrivenvc.io/p/10-predictions-for-2025","author":"Andre Retterath","pub":"Data-Driven VC","domain":"newsletter.datadrivenvc.io","section":"articles","topics":["AI & LLMs","Data strategy & culture"],"take":"I love the honest review of 2024 predictions (the first one I’d seen). For the 2025 predictions, I’d highlight #7-Agents will disrupt & change VC workflows &, #9-focus shifts from 3rd party data to 1st party data. Both align with ModuleQ in disrupting workflows."},{"issue":220,"date":"2025-01-10","title":"In 2025 I'm Still All In On Data","url":"https://solomonkahn.substack.com/p/in-2025-im-still-all-in-on-data","author":"Solomon Kahn","domain":"solomonkahn.substack.com","section":"articles","topics":["People & careers"],"take":"If you got into data for the money, you’ll likely be disappointed and end up not enjoying your work. The same can be said for just about any role in any capacity."},{"issue":220,"date":"2025-01-10","title":"My Alternative Data and Data Monetisation Predictions for 2025","url":"https://www.linkedin.com/pulse/my-alternative-data-monetisation-predictions-2025-matthew-bernath-iofyf/","author":"Matthew Bernath","domain":"linkedin.com","section":"articles","topics":["Alt data industry","AI & LLMs"],"take":"Mathew makes some thoughtful predictions. My favorite is #2, “AI driven personalization”, but I think this is broader than just retail media networks & hyper-personalization eventually impacts workflows across the broad landscape of knowledge workers."},{"issue":220,"date":"2025-01-10","title":"The Company We Keep","url":"https://itspronounceddata.beehiiv.com/p/the-company-we-keep","domain":"itspronounceddata.beehiiv.com","section":"articles","topics":["People & careers"]},{"issue":220,"date":"2025-01-10","title":"The Dirty Little Secret of Internet's Data","url":"https://substack.thewebscraping.club/p/the-dirty-little-secret-of-internets","author":"Andrea Squatrito","domain":"substack.thewebscraping.club","section":"reading","topics":["Web scraping & web data"]},{"issue":220,"date":"2025-01-10","title":"AI Training Data 101 Guide: Derivative/Signal Data","url":"https://www.bcmstrategy2.com/post/ai-training-data-101-guide-derivative-data","author":"Barbara Matthews","domain":"bcmstrategy2.com","section":"reading","topics":["AI & LLMs"]},{"issue":220,"date":"2025-01-10","title":"5 Key Predictions for the Data Industry in 2025","url":"https://seattledataguy.substack.com/p/5-key-predictions-for-the-data-industry","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"reading","topics":["Data engineering"]},{"issue":220,"date":"2025-01-10","title":"Why Data Observability Is A Strategic Imperative","url":"https://www.forbes.com/councils/forbestechcouncil/2025/01/03/why-data-observability-is-a-strategic-imperative/","author":"Gaurav Aggarwal","domain":"forbes.com","section":"reading","topics":["Data governance & quality"]},{"issue":220,"date":"2025-01-10","title":"Agent 007","url":"https://itspronounceddata.beehiiv.com/p/agent-007","author":"Dan Entrup","domain":"itspronounceddata.beehiiv.com","section":"reading","topics":["AI & LLMs"]},{"issue":220,"date":"2025-01-10","title":"The Data Score’s Mind Map","url":"https://thedatascore.substack.com/p/the-data-scores-mind-map","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":220,"date":"2025-01-10","title":"Book Review \"Your AI Survival Guide\"","url":"https://peterbaumann.substack.com/p/book-review-your-ai-survival-guide","author":"Peter Baumann","domain":"peterbaumann.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":220,"date":"2025-01-10","title":"Reflections","url":"https://blog.samaltman.com/","author":"Sam Altman","domain":"blog.samaltman.com","section":"reading","topics":["AI & LLMs"]},{"issue":220,"date":"2025-01-10","title":"Substack","url":"https://cookingdata.substack.com/","author":"Tobias Macey","pub":"The Data Engineering Podcast [","domain":"cookingdata.substack.com","section":"reading","topics":["Regulation, privacy & compliance","Data engineering"],"take":"Interesting conversation for data practitioners. The interview goes into good detail on how to set a data strategy (goal setting, communicating the plan, working the plan). A common theme seen in the ADW is aligning business goals with data capabilities. The idea of a “Data Vision Board” aligns the goals of both groups taking into conisdeation the three forces that drive every data strategy; 1-regulation (ie GDPR, etc), 2-stakeholders (data team, business team), & 3-what is goal of organization & time frame."},{"issue":220,"date":"2025-01-10","title":"5 Key Predictions for the Data Industry in 2025","url":"https://seattledataguy.substack.com/p/5-key-predictions-for-the-data-industry","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"reading","topics":["Data engineering"]},{"issue":221,"date":"2025-01-17","title":"Coverage, Timeliness and Quality of Data the Key Challenge for Quants, Research Analysts and Data Scientists, according to Bloomberg Research Survey","url":"https://www.prnewswire.com/news-releases/coverage-timeliness-and-quality-of-data-the-key-challenge-for-quants-research-analysts-and-data-scientists-according-to-bloomberg-research-survey-302349829.html","author":"Bloomberg","domain":"prnewswire.com","section":"articles","topics":["Market data & terminals","Investing & hedge funds"],"take":"Bloomberg polled over 150 quants, research analysts, and data scientists and found data coverage, timeliness, and quality issues with historical data were cited as the top challenges in the industry. This is great to hear directly from the buyer. These are hard problems and, as a data vendor, it is important to deliver quality data and know where the flaws are … and then point that out to the client. Worst case scenario is the potential buyer finds a hole in the data you weren’t aware of. Selling data is very difficult to do well."},{"issue":221,"date":"2025-01-17","title":"2025: The Agentic AI Inflection Point","url":"https://aithority.com/machine-learning/2025-the-agentic-ai-inflection-point/","author":"Sarah Nagy","domain":"aithority.com","section":"articles","topics":["AI & LLMs","Data engineering"],"take":"AI will help data analysts do better work. The question is how is this technology going to be incorporated into daily workflows and add value to the organization? Domain expertise will be more important as much of the grinding effort of data engineering is done by agents. It will be fascinating to watch to see if/how AI goes from being a tool, like email or CRM, to being seen as a co-worker or essential component of the workday."},{"issue":221,"date":"2025-01-17","title":"DaaS is stickier than any other business service - that’s why it’s valuable","url":"https://www.monda.ai/blog/daas-is-stickier-than-any-other-business-service-thats-why-its-valuable","author":"Thani Shamsi","domain":"monda.ai","section":"articles","topics":["Data monetization"],"take":"This valuable article is the result of a conversation between Thani & Gulp Founder Lauren Cascio to discuss “the factors affecting a dataset’s value, the demand shift towards proprietary data, and why intransparency in data pricing may not be such a bad thing.” There is a ton of useful insight here. Gulp is blazing new trails & solving a lot of difficult problems. I agree that there is a ton of data sitting behind walls that is valuable beyond those walls. It is a real struggle to execute & find a way to unlock that value (I tried with my old company 90 West Data!). The article addresses many of the hurdles data owners face when trying to unlock value."},{"issue":221,"date":"2025-01-17","title":"AI in 2025: Building Blocks Firmly in Place","url":"https://www.sequoiacap.com/article/ai-in-2025/","author":"David Cahn","pub":"Sequoia","domain":"sequoiacap.com","section":"reading","topics":["AI & LLMs"]},{"issue":221,"date":"2025-01-17","title":"Building High Impact Data Teams","url":"https://podcasts.apple.com/us/podcast/216-from-raw-data-to-business-results-building-high/id1526164119?i=1000677602346","author":"The Data Stack Show","domain":"podcasts.apple.com","section":"reading","topics":["Data engineering","Analytics & data science"],"take":"Start with business value & strive to make data a profit center. Determine how to get companies to trust in data. Identify success metrics that measure excitement, specifically excitement among the management of the company. Find the Top 10 leaders and know three pain points for each…then solve."},{"issue":221,"date":"2025-01-17","title":"Coverage, Timeliness and Quality of Data the Key Challenge for Quants, Research Analysts and Data Scientists, according to Bloomberg Research Survey","url":"https://www.prnewswire.com/news-releases/coverage-timeliness-and-quality-of-data-the-key-challenge-for-quants-research-analysts-and-data-scientists-according-to-bloomberg-research-survey-302349829.html","author":"Bloomberg","domain":"prnewswire.com","section":"reading","topics":["Market data & terminals","Investing & hedge funds"]},{"issue":221,"date":"2025-01-17","title":"Parasocial Interaction","url":"https://en.wikipedia.org/wiki/Parasocial_interaction","domain":"en.wikipedia.org","section":"reading"},{"issue":222,"date":"2025-01-24","title":"AI is a $200 billion market for data providers.","url":"https://www.worldofdaas.com/p/alkemi","author":"Conner Folley","domain":"worldofdaas.com","section":"articles","topics":["AI & LLMs","Marketplaces & discovery"],"take":"I love the analogy to the cloud & SaaS markets. The data market is at an inflection point. This is what is needed to unlock the value of data:"},{"issue":222,"date":"2025-01-24","title":"How to Make Everyone Great at Data","url":"https://hbr.org/2025/01/how-to-make-everyone-great-at-data","author":"Thomas Redman and Donna Burbank","domain":"hbr.org","section":"articles","topics":["Data governance & quality"],"take":"The article stresses the importance of everyone in your organization, down to the lowest level employees, understanding the importance of data quality, ultimately creating a culture that values pride of worksmanship."},{"issue":222,"date":"2025-01-24","title":"10 AI strategy questions every CIO must answer","url":"https://www.cio.com/article/3801027/10-ai-strategy-questions-every-cio-must-answer.html","author":"Mary Pratt","pub":"CIO Magazine","domain":"cio.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"I love a good Top 10 list. #3, & #10 all deal with adding business value. #6 is data quality. One element that has proven important as my company ModuleQ deploys our AI solution is measuring success (aligns with Pratt’s #4: ROI). What does success look like? This has to be measurable & therefore manageable. This goal should not change as you move through the process, which can be tempting since we are all learning on the job to some degree. For example, we might say that “success” is 20% more client/prospect engagements, as measured by CRM activity within the first 6 months of deploying the tool. More engagement = more deals = more revenue. This can be measured and monitored through the usage period. Measurable ROI."},{"issue":222,"date":"2025-01-24","title":"LinkedIn Post","url":"https://www.linkedin.com/posts/activity-7286076790874275841-Bmpf/","domain":"linkedin.com","section":"articles","topics":["AI & LLMs"]},{"issue":222,"date":"2025-01-24","title":"Building Effective Agents","url":"https://www.anthropic.com/research/building-effective-agents","author":"Erik Schluntz and Barry Zhang","pub":"Anthropic","domain":"anthropic.com","section":"reading","topics":["AI & LLMs"]},{"issue":222,"date":"2025-01-24","title":"Large Language Models: A Survey","url":"https://arxiv.org/pdf/2402.06196","author":"Shervin Minaee, Tomas Mikolov, and others","domain":"arxiv.org","section":"reading","topics":["AI & LLMs"]},{"issue":222,"date":"2025-01-24","title":"Kirk McKeown - Beyond Silos: Building a Centralized Data Marketplace","url":"https://winningwithdata.buzzsprout.com/2138784/episodes/16377679-kirk-mckeown-beyond-silos-building-a-centralized-data-marketplace","author":"Jake Schuster","domain":"winningwithdata.buzzsprout.com","section":"reading","topics":["Marketplaces & discovery","People & careers"],"take":"CarbonArc is attacking how data is traditionally sold and used (this is a very inefficient market today). Kirk does a great job articulating his thoughts on the future of the data industry. The key is to “create lift”."},{"issue":223,"date":"2025-01-31","title":"My Alternative Data and Data Monetisation Predictions for 2025","url":"https://www.linkedin.com/pulse/my-alternative-data-monetisation-predictions-2025-matthew-bernath-iofyf/","author":"Matthew Bernath","domain":"linkedin.com","section":"articles","topics":["Alt data industry"],"take":"Likely the last I’ll highlight “2025 predictions” for the year. From here, we can focus on the accuracy of all the predictions as things play out. Two of his predictions resonated with me. #2 - data personalization will dominate. I think this will go far beyond retail media to people in all walks of life; in particular knowledge workers struggling to deal with information overload. The second prediction that resonated with me was #5 - Alt Data Democratization will continue, opening up the market to more and more people & use cases. Let’s go!"},{"issue":223,"date":"2025-01-31","title":"What if AI timelines are too aggressive?","url":"https://www.understandingai.org/p/what-if-ai-timelines-are-too-aggressive","author":"Timothy Lee","domain":"understandingai.org","section":"articles","topics":["AI & LLMs"],"take":"By comparing the AI industry to the self-driving industry in 2018, the author questions the timelines we are using to assess AI's impact. This reminds me of the Lenin quote, \"There are decades where nothing happens, and there are weeks where decades happen. \""},{"issue":223,"date":"2025-01-31","title":"Why the global financial system needs high-quality data it can trust","url":"https://www.weforum.org/stories/2025/01/high-quality-data-is-imperative-in-the-global-financial-system/","author":"WEF","domain":"weforum.org","section":"articles","topics":["Data governance & quality","AI & LLMs"],"take":"Poor data leads to bad results. “Watermarking” & data lineage are key factors to creating trust in the data inputs. Data in GenAI is proving to be a quality game as much as a quantity game. Data trust does require some standardization so everyone can be on the same page, but my guess is that this is moving too quickly to be effectively regulated by government entities and the free market will punish those that deliver bad results, thereby increasing the speed at which data quality standardization is resolved."},{"issue":223,"date":"2025-01-31","title":"Understanding an Acquisition Target's Data Monetization Potential in M&A","url":"https://datadepths.beehiiv.com/p/understanding-an-acquisition-target-s-data-monetization-potential-in-m-a","author":"Gulp Data","domain":"datadepths.beehiiv.com","section":"articles","topics":["Deals & funding","Data monetization"]},{"issue":223,"date":"2025-01-31","title":"I don’t believe DeepSeek crashed Nvidia’s stock","url":"https://www.understandingai.org/p/i-dont-believe-deepseek-crashed-nvidias","author":"Timothy B Lee","domain":"understandingai.org","section":"reading","topics":["AI & LLMs"]},{"issue":223,"date":"2025-01-31","title":"AI Trends 2025","url":"https://www.neweconomies.co/p/ai-trends-2025","author":"Ollie Forsythe","domain":"neweconomies.co","section":"reading","topics":["AI & LLMs"]},{"issue":223,"date":"2025-01-31","title":"Still Fixated on Data Quality","url":"https://www.linkedin.com/pulse/s2-episode-2-from-d3-data-drew-doherty-zxo7c/","author":"Drew Dougherty","domain":"linkedin.com","section":"reading","topics":["Data governance & quality"]},{"issue":223,"date":"2025-01-31","title":"Clay raises $40M at a $1.25B valuation with GTM development environment that turns growth ideas into reality","url":"https://www.clay.com/blog/series-b-expansion","author":"Kareem Amin","domain":"clay.com","section":"reading","topics":["Deals & funding"]},{"issue":223,"date":"2025-01-31","title":"Demystifying data: The hidden foundation behind generative AI success","url":"https://www.washingtonpost.com/creativegroup/aws/demystifying-data-the-hidden-foundation-behind-generative-ai-success/","author":"Washington Post","domain":"washingtonpost.com","section":"reading","topics":["AI & LLMs"]},{"issue":223,"date":"2025-01-31","title":"Satellite Data: 3 Good and 3 Bad Use Cases","url":"https://thedatascore.substack.com/p/satellite-data-3-good-and-3-bad-use","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Geospatial & location"]},{"issue":223,"date":"2025-01-31","title":"Elon Musk agrees that we’ve exhausted AI training data","url":"https://techcrunch.com/2025/01/08/elon-musk-agrees-that-weve-exhausted-ai-training-data/","author":"Kyle Wiggers","domain":"techcrunch.com","section":"reading","topics":["AI & LLMs"]},{"issue":223,"date":"2025-01-31","title":"How AI is changing the web scraping industry","url":"https://substack.thewebscraping.club/p/how-ai-is-changing-the-web-scraping","author":"Pierluigi Vinciguerra","domain":"substack.thewebscraping.club","section":"reading","topics":["AI & LLMs","Web scraping & web data"]},{"issue":223,"date":"2025-01-31","title":"Sequentum Cloud Review","url":"https://webscraping.pro/sequentum-cloud-review/","author":"Webscraping Pro","domain":"webscraping.pro","section":"reading","topics":["Web scraping & web data"]},{"issue":223,"date":"2025-01-31","title":"The science of finding ‘uncut gems’ in the world of professional sports","url":"https://geminisports.ai/content/the-science-of-finding-uncut-gems-in-the-world-of-professional-sports","author":"Gemini Sports","domain":"geminisports.ai","section":"reading","topics":["Analytics & data science"]},{"issue":223,"date":"2025-01-31","title":"3 Steps to AI-Ready Data","url":"https://www.montecarlodata.com/blog-3-steps-to-ai-ready-data/","author":"Barr Moses","domain":"montecarlodata.com","section":"reading","topics":["AI & LLMs"],"take":"Knowledge work is changing. Data is the lifeblood of knowledge work. As per David Schwimmer (06:30) since 2019 data consumption is increasing by 40% per year. How is a human knowledge worker supposed to keep up with that massive increase in data?"},{"issue":223,"date":"2025-01-31","title":"Agentic AI: Finance & the ‘Do It For Me’ Economy","url":"https://www.citigroup.com/global/insights/agentic-ai","author":"Citigroup","domain":"citigroup.com","section":"reading","topics":["AI & LLMs","Macro & economic signals"]},{"issue":224,"date":"2025-02-07","title":"10,000x. Bloomerg’s Return and Why Financial Data is So Darn Lucrative","url":"https://substack.com/home/post/p-156447123","author":"The Terminalist","domain":"substack.com","section":"articles","topics":["Market data & terminals"],"take":"This is a follow-up to the December 2024 article I highlighted as well. Both are dense reads, well worth your time & attention. So settle in and take notes."},{"issue":224,"date":"2025-02-07","title":"Data Strategy - Why it is important?","url":"https://peterbaumann.substack.com/p/data-strategy-why-it-is-important","author":"Peter Baumann","domain":"peterbaumann.substack.com","section":"articles","topics":["Data strategy & culture","People & careers"],"take":"Peter has seen what I see, the broad use of the term Data Strategy, so broad in fact, it carries different meanings for different organizations. I recently had a techie friend bemoan the fact that the business people were getting involved in his tech world. In talking to him further, it sounded like he and his team were very good at “ developing hammers and then looking for nails ”. Data strategy is thinking about “building the entire house”, and then figuring out what tools will be needed throughout the process. And unfortunately for those tech guys that detest the business guys … you need the business input before you decide where to focus. And sometimes, the coolest “hammer” is not the best for the job."},{"issue":224,"date":"2025-02-07","title":"Case Study: CollegeVine Detects Incorrect Claims from AI Agent Responses at scale with Refuel","url":"https://www.refuel.ai/blog-posts/case-study-collegevine-detects-incorrect-claims-from-ai-agent-responses-at-scale-with-refuel","author":"Refuel","domain":"refuel.ai","section":"articles","topics":["AI & LLMs","People & careers"],"take":"Highlighting this one as the blog does a good job of providing some real-world pain points and how “AI” was able to ease the pain and did it in a fraction of the time."},{"issue":224,"date":"2025-02-07","title":"The GenAI Focus Shifts to Innovation at Colgate-Palmolive","url":"https://sloanreview.mit.edu/article/the-genai-focus-shifts-to-innovation-at-colgate-palmolive/","author":"Tom Davenport & Randy Bean","domain":"sloanreview.mit.edu","section":"reading","topics":["AI & LLMs"]},{"issue":224,"date":"2025-02-07","title":"Another one","url":"https://benn.substack.com/p/another-one","author":"Benn Stancil","domain":"benn.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":224,"date":"2025-02-07","title":"Agentic AI: Navigating the Inflection Point","url":"https://stormking.substack.com/p/agentic-ai-navigating-the-inflection","author":"Storm King Analytics","domain":"stormking.substack.com","section":"reading","topics":["AI & LLMs","Analytics & data science"]},{"issue":224,"date":"2025-02-07","title":"The Race is On","url":"https://www.campbellramble.ai/p/the-race-is-on","author":"Alexander Campbell","domain":"campbellramble.ai","section":"reading","topics":["AI & LLMs"]},{"issue":224,"date":"2025-02-07","title":"The End of Search, The Beginning of Research","url":"https://www.oneusefulthing.org/p/the-end-of-search-the-beginning-of","author":"Ethan Mollick","domain":"oneusefulthing.org","section":"reading","topics":["AI & LLMs"]},{"issue":224,"date":"2025-02-07","title":"interviews","url":"https://www.waterstechnology.com/hidden-tags/waters-wavelength-podcast","author":"Water’s Wavelength [","domain":"waterstechnology.com","section":"reading","topics":["Alt data industry"],"take":"Dan’s newsletter It’s Pronounced Data is great and people who subscribe to Alt Data Weekly should also be subscribed to Dan’s newsletter. As Dan articulates, through the practice of putting together a newsletter, you learn a ton simply by pulling all this information together."},{"issue":224,"date":"2025-02-07","title":"Data gravity","url":"https://www.crosshatch.io/post/data-gravity","author":"Crosshatch","domain":"crosshatch.io","section":"reading","topics":["Data strategy & culture"]},{"issue":224,"date":"2025-02-07","title":"The Random Walk (Moses Sternstein)","url":"https://www.therandomwalk.co/p/riffs-on-themes-self-driving-and","domain":"therandomwalk.co","section":"reading","topics":["AI & LLMs"]},{"issue":224,"date":"2025-02-07","title":"Advice for a friend who wants to start a blog","url":"https://www.henrikkarlsson.xyz/p/start-a-blog","author":"Henrik Karlsson","domain":"henrikkarlsson.xyz","section":"reading"},{"issue":225,"date":"2025-02-14","title":"2025 Alternative Data Research Report","url":"https://www.exabel.com/blog/exabels-2025-alternative-data-research-report-is-available-now/","author":"Exabel","domain":"exabel.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Exabel surveyed 130 active portfolio managers for this report. See the “Charts” section for some interesting charts I’ve pulled from the report. The good news is demand remains strong. But it is still hard to ingest, organize, and generally make alt data work on your own, with 87% of respondents saying \"It is more economical to use third party systems than invest in our own in house\"."},{"issue":225,"date":"2025-02-14","title":"The Paradox of Optimism in Data Science","url":"https://delphinaai.substack.com/p/the-paradox-of-optimism-in-data-science","author":"Duncan Gilchrist & Jeremy Hermann","domain":"delphinaai.substack.com","section":"articles","topics":["Analytics & data science"],"take":"I like the idea presented about creating a “ladder” of projects: “Quick Wins”, “Strategic Projects”, “Transformational Bets”. You need occasional wins, even small wins to keep the team optimistic and to make sure the C-suite remains supportive. The more fun projects can encompass transformational ideas that might improve how everyone works day-to-day … but these can be hard and take lots of time. By the time you get around to delivering, the whole team will have been fired for lack of demonstrable progress."},{"issue":225,"date":"2025-02-14","title":"AI Eats Equity Research","url":"https://www.netinterest.co/p/ai-eats-equity-research","author":"Marc Rubinstein","domain":"netinterest.co","section":"articles","topics":["AI & LLMs","Investing & hedge funds"],"take":"This one hits close to home as I was on the sell-side for a long time. As a Senior Research Analyst, at one time, you could value gathering and organizing all the information like initiation reports & earnings recaps (AI can do this better). At one time, you could add value by having a “good relationship” with management and hearing things first (technically illegal). You could get paid by proving that you are consistent and have a good thought process … help your HF clients “think about” stocks, knowing the right questions to ask (not sure AI can do this as well as a 15-year veteran analyst, but maybe with good prompting?). A Senior Analyst could get paid by having his team do grunt work no Harvard grad HF guy wants to do, like surveys or channel checks (AI can’t really do this, can it?)."},{"issue":225,"date":"2025-02-14","title":"Making Markets in Time","url":"https://pivotal.substack.com/p/making-markets-in-time","author":"Abraham Thomas","domain":"pivotal.substack.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":225,"date":"2025-02-14","title":"Endless Right Answers: Explaining the Generative AI Value Gap","url":"https://kozyrkov.medium.com/endless-right-answers-explaining-the-generative-ai-value-gap-b5e5c37edd6d","author":"Cassie Kozyrkov","domain":"kozyrkov.medium.com","section":"reading","topics":["AI & LLMs"]},{"issue":225,"date":"2025-02-14","title":"The End of Search, The Beginning of Research","url":"https://www.oneusefulthing.org/p/the-end-of-search-the-beginning-of","author":"Ethan Mollick","domain":"oneusefulthing.org","section":"reading","topics":["AI & LLMs"]},{"issue":225,"date":"2025-02-14","title":"For the brand, I guess","url":"https://benn.substack.com/p/for-the-brand-i-guess","author":"Benn Stancil","domain":"benn.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":225,"date":"2025-02-14","title":"Which food and beverage companies still have pricing power after half a decade of high inflation?","url":"https://thedatascore.substack.com/p/which-food-and-beverage-companies","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Macro & economic signals"]},{"issue":225,"date":"2025-02-14","title":"The AI revolution is here in financial services","url":"https://www.linkedin.com/posts/clairecalmejane_the-ai-revolution-is-here-in-financial-services-activity-7292460135858249728-6PiK/","author":"Claire Calmejane","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":225,"date":"2025-02-14","title":"A Summary of What I Wrote In 2024","url":"https://www.thdpth.com/p/a-summary-of-what-i-wrote-in-2024","author":"Sven Balnojan","domain":"thdpth.com","section":"reading","topics":["Data strategy & culture"]},{"issue":225,"date":"2025-02-14","title":"Exchanges hit back at ‘inaccurate’ and ‘misleading’ accusations around market data costs","url":"https://www.thetradenews.com/exchanges-hit-back-at-inaccurate-and-misleading-accusations-around-market-data-costs/","author":"Annabel Smith","domain":"thetradenews.com","section":"reading","topics":["Market data & terminals"]},{"issue":225,"date":"2025-02-14","title":"Generative AI in Financial Services: From Innovation to Industry Game-Changer","url":"https://vimeo.com/1050100238/97726e9b43?share=copy","author":"Wall Street Journal’s Joanna Stern’s mid-January","domain":"vimeo.com","section":"reading","topics":["AI & LLMs","Market data & terminals"],"take":"Among big enterprises, we are seeing the move from experimentation to a focus on projects with real ROI (Lefferts shares a customer service example). Moving from POV to execution as we see increased usage and feedback from the real world. LSEG partnership with MSFT is starting to deliver AI products now. 2025 is a year of seeing how we can get to adoption at scale."},{"issue":225,"date":"2025-02-14","title":"2025 Alternative Data Research Report","url":"https://www.exabel.com/blog/exabels-2025-alternative-data-research-report-is-available-now/","author":"1: Exabel","domain":"exabel.com","section":"reading","topics":["Alt data industry"]},{"issue":225,"date":"2025-02-14","title":"10 Things to Know About the State of AI Agents","url":"https://gradientflow.substack.com/p/10-things-to-know-about-the-state","author":"2: Ben Lorica","domain":"gradientflow.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":226,"date":"2025-02-21","title":"Data vs. Business Strategy","url":"https://medium.com/@jens-linden/data-vs-business-strategy-b34ad464a879","author":"Jens Linden","domain":"medium.com","section":"articles","topics":["Data strategy & culture"],"take":"I liked this article. Some of the ways the author suggests data can be leveraged include: Control, Automation, Decision making, and Innovation. This, of course, is specific to a business and/or individual’s context. A common theme across articles like this one is the importance of company culture and keeping the focus on solving business problems."},{"issue":226,"date":"2025-02-21","title":"Culture eats code for breakfast: Rethinking AI strategy for banks","url":"https://bankingjournal.aba.com/2025/02/culture-eats-code-for-breakfast-rethinking-ai-strategy-for-banks/","author":"Alexandra McLeod and Jay Long","domain":"bankingjournal.aba.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"We’ve seen AI projects go from “ this is interesting ” to “ show me ROI ”. If AI projects are going to deliver high value, we need to get beyond crafting emails and summarizing papers. Foundations need to be built with a focus on data quality & creating a culture in which people are comfortable with data. Identify the right problems to solve in your specific context (there is that context word again). Get a couple of small wins and build momentum. This will result in a lasting competitive advantage."},{"issue":226,"date":"2025-02-21","title":"Future of Data Products","url":"https://www.cimba.ai/blogpages/future-of-data-products","author":"Cimba.ai","domain":"cimba.ai","section":"articles","topics":["Data monetization","Data governance & quality"],"take":"Good overview of current data products & their shortcomings. The next generation of data products will automate intricate data processes & eliminate the need for manual intervention, streamlining workflow and accelerating business responses. Data quality is highlighted as a barrier. Good data quality leads to trust. Trust leads to more use."},{"issue":226,"date":"2025-02-21","title":"Intercontinental Exchange and Reddit Collaborate to Create and Distribute Data Products for Capital Markets","url":"https://www.businesswire.com/news/home/20250211782623/en/Intercontinental-Exchange-and-Reddit-Collaborate-to-Create-and-Distribute-Data-Products-for-Capital-Markets","domain":"businesswire.com","section":"articles","topics":["Data monetization"]},{"issue":226,"date":"2025-02-21","title":"Knowledge-driven Decision-making (Part 1)","url":"https://caminao.blog/knowledge-management-booklet/knowledge-driven-decision-making-1/","author":"Caminao","domain":"caminao.blog","section":"reading","topics":["Data strategy & culture"]},{"issue":226,"date":"2025-02-21","title":"A Year of Innovation in AI (Part 1 of 2)","url":"https://roundup.getdbt.com/p/a-year-of-innovation-in-ai-part-1","author":"Tristan Handy","domain":"roundup.getdbt.com","section":"reading","topics":["AI & LLMs"]},{"issue":226,"date":"2025-02-21","title":"How to Apply Alt Data Best Practices to AI Systems","url":"https://www.lowenstein.com/media/3rmorpuz/how-to-apply-alt-data-best-practices-to-ai-systems.pdf","author":"Boris Liberman & George Danenhauer","domain":"lowenstein.com","section":"reading","topics":["AI & LLMs","Alt data industry"]},{"issue":226,"date":"2025-02-21","title":"You don’t have to wait for generative AI transformations","url":"https://www.linkedin.com/pulse/you-dont-have-wait-generative-ai-transformations-qokec","author":"Sara Brown","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":226,"date":"2025-02-21","title":"On-Premises vs. Cloud: Navigating Options for Secure Enterprise GenAI","url":"https://squirro.com/squirro-blog/on-premise-vs-cloud-data-security","author":"Dave Hannibal","domain":"squirro.com","section":"reading","topics":["AI & LLMs"]},{"issue":226,"date":"2025-02-21","title":"To Reason or Not to Reason: Is 5% more accuracy worth >5x cost?","url":"https://www.refuel.ai/blog-posts/reasoning-llms-for-data-extraction","author":"Dhruva Bansal & Nihit Desai","domain":"refuel.ai","section":"reading","topics":["AI & LLMs"]},{"issue":226,"date":"2025-02-21","title":"Tesla's robotaxi strategy looks a lot like Waymo's","url":"https://www.understandingai.org/p/teslas-robotaxi-strategy-looks-a","author":"Timothy B Lee","domain":"understandingai.org","section":"reading","topics":["AI & LLMs"]},{"issue":226,"date":"2025-02-21","title":"Four Fun Books That Will Change How You Think About Data and AI","url":"https://www.thdpth.com/p/four-fun-books-that-will-change-how","author":"Sven Balnojan","domain":"thdpth.com","section":"reading","topics":["AI & LLMs"]},{"issue":226,"date":"2025-02-21","title":"Scale AI founder Alexandr Wang","url":"https://www.thesocialradars.com/episodes","domain":"thesocialradars.com","section":"reading","topics":["AI & LLMs"],"take":"New podcast for me. I was curious to learn more about Scale."},{"issue":226,"date":"2025-02-21","title":"What Is Agentic AI?","url":"https://www.bain.com/insights/what-is-agentic-ai/","author":"Jue Wang, Anne Hoecker, and Chuck Whitten","domain":"bain.com","section":"reading","topics":["AI & LLMs"]},{"issue":226,"date":"2025-02-21","title":"Data vs. Business Strategy","url":"https://medium.com/@jens-linden/data-vs-business-strategy-b34ad464a879","author":"2: Jens Linden","domain":"medium.com","section":"reading","topics":["Data strategy & culture"]},{"issue":226,"date":"2025-02-21","title":"Matt Turck","url":"https://www.linkedin.com/posts/turck_i-think-about-this-almost-every-day-activity-7293410273791541250-49aU/","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":226,"date":"2025-02-21","title":"LinkedIn post","url":"https://www.linkedin.com/posts/john-farrall-46469a6_the-social-radars-activity-7297701432571408385-zyEL?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAErRwwBcyzPyIHOC242r28BPyZ9VhwuBow","author":"T his is","pub":"a LinkedIn post I","domain":"linkedin.com","section":"reading"},{"issue":226,"date":"2025-02-21","title":"Erik Schluntz","url":"https://www.linkedin.com/in/erik-schluntz-530a9053/","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":227,"date":"2025-02-28","title":"How big is the alternative data market for investment managers?","url":"https://www.neudata.co/blog/how-big-is-the-alternative-data-market-for-investment-managers","author":"Neudata","domain":"neudata.co","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"with 21% annual growth since 2020 and 33% growth in 2024, the market is strong. I’ve worked with the two top data types by market share, transactional & web scraping. Both are competitive. There are a few providers that dominate. While there is an acknowledged large margin of error, the trend is a good one."},{"issue":227,"date":"2025-02-28","title":"Enhancing Expert-Based Research and Survey Outreach Through Data Utilization","url":"https://www.linkedin.com/pulse/enhancing-expert-based-research-survey-outreach-through-dan-entrup-y8eve/","author":"Dan Entrup & Bill Ronkoski","domain":"linkedin.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"These guys are experts on the expert network industry. The idea of refining your outreach to focus on the highest impact people within your network is powerful. Why talk to 10 people, when you can talk to three and get higher quality information? How do you identify those 3?"},{"issue":227,"date":"2025-02-28","title":"These experts were stunned by OpenAI Deep Research","url":"https://www.understandingai.org/p/these-experts-were-stunned-by-openai","author":"Timothy B. Lee","pub":"UnderstandingAI","domain":"understandingai.org","section":"articles","topics":["AI & LLMs","Regulation, privacy & compliance"],"take":"I am one of the experts cited! I am fascinated by Deep Research. It was not a perfect response to my inquiry, but it was good, and the time it took was a fraction of the time it would take to compile a similar report … and the risk of just being amazed and not proof-reading is quite high. See this one: AI 'hallucinations' in court papers spell trouble for lawyers. BTW … on a related note Jason Derise wrote a great piece on AI’s impact on stock research. I’ll write about this more next week."},{"issue":227,"date":"2025-02-28","title":"8 essential datasets every investor needs in 2025","url":"https://bigdata.com/blog/8-essential-datasets-every-investor-needs-in-2025","author":"BigData.com","domain":"bigdata.com","section":"articles","topics":["Investing & hedge funds"]},{"issue":227,"date":"2025-02-28","title":"Unlocking enterprise AI: A global study of 1,100 technologists — plus interviews with 28 CIOs","url":"https://www.databricks.com/resources/analyst-research/unlocking-enterprise-ai-opportunities-and-strategies","author":"The Economist & Databricks","domain":"databricks.com","section":"reading","topics":["AI & LLMs","Data engineering"]},{"issue":227,"date":"2025-02-28","title":"Diving into the World of DaaS with Similarweb","url":"https://www.worldofdaas.com/p/diving-into-the-world-of-daas-with-similarweb","author":"World","pub":"DaaS","domain":"worldofdaas.com","section":"reading","topics":["Data monetization","Web scraping & web data"]},{"issue":227,"date":"2025-02-28","title":"Biggest Productivity Killers for Data Teams: Battling Context Switching and Distraction","url":"https://seattledataguy.substack.com/p/biggest-productivity-killers-for","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"reading","topics":["Data engineering"]},{"issue":227,"date":"2025-02-28","title":"How Grocery Data Can Transform Growth And Retention For Banks And Insurers","url":"https://www.forbes.com/councils/forbestechcouncil/2025/02/18/how-grocery-data-can-transform-growth-and-retention-for-banks-and-insurers/","author":"Jon Jacobson","domain":"forbes.com","section":"reading","topics":["Transaction & consumer data","Data monetization"]},{"issue":227,"date":"2025-02-28","title":"The return of the modern data stack","url":"https://benn.substack.com/p/the-return-of-the-modern-data-stack","author":"Benn Stancil","domain":"benn.substack.com","section":"reading","topics":["Data engineering"]},{"issue":227,"date":"2025-02-28","title":"Burnout and the next iteration of databeats","url":"https://newsletters.databeats.community/p/burnout-and-databeats-next-iteration","author":"Arpit Choudhary","domain":"newsletters.databeats.community","section":"reading","topics":["People & careers"]},{"issue":227,"date":"2025-02-28","title":"Looking back on 2024: The AI playbook takes shape","url":"https://p72.vc/ai/looking-back-on-2024-the-ai-playbook-takes-shape/","author":"Tara Stokes","pub":"P72 Ventures","domain":"p72.vc","section":"reading","topics":["AI & LLMs"]},{"issue":227,"date":"2025-02-28","title":"Independent analysis of AI models and API providers","url":"https://artificialanalysis.ai/","author":"Fascinating resource: Artificial Analysis","domain":"artificialanalysis.ai","section":"reading","topics":["AI & LLMs"]},{"issue":227,"date":"2025-02-28","title":"Skin in the game: Fixing higher education’s student debt problem","url":"https://anandsanwal.me/fixing-student-debt-crisis/","author":"Anand Sanwal","domain":"anandsanwal.me","section":"reading","topics":["Regulation, privacy & compliance"],"take":"Stefanie delivers a wonderful address about data and data privacy. I have long said no one cares about data privacy. To be clear, people don’t want to be robbed or doxed, but we are more than happy to let our apps track us and take our daily movements into their algorithms so they can better deliver to us the most relevant content (ads & otherwise). She makes a great point about the overall good that comes from data sharing in an example like Google Maps. Traffic spots are identified by people willingly giving their data to Google. We are all better off for it. #dataforgood"},{"issue":227,"date":"2025-02-28","title":"Unlocking enterprise AI: A global study of 1,100 technologists — plus interviews with 28 CIOs","url":"https://www.databricks.com/resources/analyst-research/unlocking-enterprise-ai-opportunities-and-strategies","author":"The Economist & Databricks","domain":"databricks.com","section":"reading","topics":["AI & LLMs","Data engineering"]},{"issue":228,"date":"2025-03-07","title":"The end of first-party data","url":"https://www.crosshatch.io/post/the-end-of-first-party-data","author":"Soren Larson","pub":"Crosshatch","domain":"crosshatch.io","section":"articles","topics":["AI & LLMs"],"take":"Soren articulates how even the best first party data (ie access to Walmart’s full data) is not sufficient for personalization in the land of AI. Context is King and this requires multiple first party sources that can be combined to build a much more effective & robust context for the individual consumer. ModuleQ is focused on solving this problem for knowledge workers, specifically bankers & wealth advisors, and I am seeing the potential for AI to improve how humans engage in the world."},{"issue":228,"date":"2025-03-07","title":"Alternative Data Poised for More Growth in the Age of AI","url":"https://www.lowenstein.com/news-insights/firm-news/alternative-data-poised-for-more-growth-in-the-age-of-ai-the-2024-lowenstein-sandler-alternative-data-report","author":"Lowenstein Sandler","domain":"lowenstein.com","section":"articles","topics":["AI & LLMs","Alt data industry"],"take":"No longer a novelty, Alternative Data is widely used across PE, HF, and VC investment classes. AI is going to create additional opportunity, there is a lot of investment happening … to quote the article: “…nearly all respondents said their firm will use AI more for those (investment) purposes than they currently do in the next 12 months. These results suggest a frenetic arms-race-level competition to leverage the technology effectively.”"},{"issue":228,"date":"2025-03-07","title":"Can AI Match Sell-Side Analysts? Testing OpenAI’s Deep Research","url":"https://thedatascore.substack.com/p/can-ai-match-sell-side-analysts-testing","author":"Jason Derise","domain":"thedatascore.substack.com","section":"articles","topics":["AI & LLMs","Investing & hedge funds"],"take":"I mentioned Jason’s post last week when I highlighted Timothy B Lee’s note on his experimentation with Deep Research. I agree with Jason’s conclusion that AI is not going to replace a senior analyst but will reshape the sell side. AI will change how research is done and where value is created. This may take a few years as even 98% accurate isn’t good enough. I think one value-added service the sell-side offers to investors is proving that you (the analyst) are consistent and have a good thought process … help your investor clients “think about” stocks, knowing the right questions to ask. I am not sure AI can (or ever will) do this as well as a 15-year veteran analyst."},{"issue":228,"date":"2025-03-07","title":"Trustworthy AI needs trustworthy data","url":"https://www.lseg.com/en/insights/trustworthy-ai-needs-trustworthy-data","author":"LSEG","domain":"lseg.com","section":"reading","topics":["AI & LLMs","Market data & terminals"]},{"issue":228,"date":"2025-03-07","title":"From Zero to a Billion: Why Metadata Is Key to Building a Massive AI Agent Ecosystem","url":"https://www.salesforce.com/news/stories/scaling-metadata-agentic-ai/","author":"Srinivas Tallapragada","pub":"Salesforce","domain":"salesforce.com","section":"reading","topics":["AI & LLMs","Data governance & quality"]},{"issue":228,"date":"2025-03-07","title":"An Expanded Role for AI in Life & Health Predictive Underwriting","url":"https://www.swissre.com/reinsurance/insights/ai-predictive-underwriting-life-and-health.html","author":"Doug Rix","domain":"swissre.com","section":"reading","topics":["AI & LLMs","Analytics & data science"]},{"issue":228,"date":"2025-03-07","title":"Looking back on 2024: The AI playbook takes shape","url":"https://p72.vc/ai/looking-back-on-2024-the-ai-playbook-takes-shape/","author":"Point72 Ventures Tara Stokes","domain":"p72.vc","section":"reading","topics":["AI & LLMs"]},{"issue":228,"date":"2025-03-07","title":"AI at Scale: From Pilot Programs to Workflow Mastery","url":"https://solomonpartners.com/2025/01/16/investment-banks-leverage-ai-for-efficiency/","author":"Marc Cooper & David Buza","pub":"Solomon Partners","domain":"solomonpartners.com","section":"reading","topics":["AI & LLMs"]},{"issue":228,"date":"2025-03-07","title":"The Data Leader’s Guide to Crucial Conversations","url":"https://seattledataguy.substack.com/p/the-data-leaders-guide-to-crucial","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"reading","topics":["Data strategy & culture"]},{"issue":228,"date":"2025-03-07","title":"Alternative data is no longer ‘alternative’ – it’s essential","url":"https://www.linkedin.com/pulse/alternative-data-longer-its-essential-simon-anderssen-wwmvf/","author":"Simon Anderssen","domain":"linkedin.com","section":"reading","topics":["Alt data industry"]},{"issue":228,"date":"2025-03-07","title":"The rise of ‘alt-data’ — fundies’ secret weapon in the quest for alpha","url":"https://www.capitalbrief.com/article/behind-the-rise-of-alt-data-in-hedge-funds-quest-for-alpha-17f9398e-fb83-46e8-8e7b-1e8c511722e9/preview/","author":"Jack Derwin","domain":"capitalbrief.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":228,"date":"2025-03-07","title":"Is Your Data Strategy Stuck in Spreadsheet Mode?","url":"https://stormking.substack.com/p/is-your-data-strategy-stuck-in-spreadsheet","author":"Storm King Analytics","domain":"stormking.substack.com","section":"reading","topics":["Data strategy & culture","Analytics & data science"]},{"issue":228,"date":"2025-03-07","title":"The Past, Present, and Future of Data Quality Management: Understanding Testing, Monitoring, and Data Observability in 2024","url":"https://medium.com/towards-data-science/the-past-present-and-future-of-data-quality-management-understanding-testing-monitoring-and-efd1350457eb","author":"Barr Moses","domain":"medium.com","section":"reading","topics":["Data governance & quality"]},{"issue":228,"date":"2025-03-07","title":"Bridgetown Research: $19 Million (Series A) Raised For Deploying AI Business Research Agents","url":"https://pulse2.com/bridgetown-research-19-million-series-a-raised-for-deploying-ai-business-research-agents/","author":"Amit Chowdhry","domain":"pulse2.com","section":"reading","topics":["AI & LLMs","Deals & funding"]},{"issue":228,"date":"2025-03-07","title":"I Like to Think of Myself as a Data Monetization Expert — Bain & Company Partner and WiDS Chairwoman","url":"https://www.cdomagazine.tech/leadership/i-like-to-think-of-myself-as-a-data-monetization-expert-bain-company-partner-and-wids-chairwoman","author":"CDO Magazine","domain":"cdomagazine.tech","section":"reading","topics":["Data monetization","Data strategy & culture"],"take":"Interesting background on “big data” and how it has evolved over Lori’s career. While she has worked with some large organizations, Lori has been on the ground level with starting a few new companies as an “intrapreneur”. She stresses the importance of the “last mile” for data monetization … product-market-fit discovered & refined through pattern recognition & years of experience."},{"issue":228,"date":"2025-03-07","title":"An Expanded Role for AI in Life & Health Predictive Underwriting","url":"https://www.swissre.com/reinsurance/insights/ai-predictive-underwriting-life-and-health.html","author":"Doug Rix","domain":"swissre.com","section":"reading","topics":["AI & LLMs","Analytics & data science"]},{"issue":229,"date":"2025-03-14","title":"The Invisible Disctatorship of Corporate Data","url":"https://www.linkedin.com/posts/wendy-turner-williams-8b66039_the-invisible-dictatorship-of-corporate-data-activity-7302820318438379522-jwys/","author":"Wendy Turner-Williams","domain":"linkedin.com","section":"articles","topics":["Data strategy & culture"],"take":"I read a lot about the importance of developing a “data culture” within your organization before data projects can come to life. This article drives home that point. There are a lot of fiefdoms of power, typically reluctant to relinquish control over their processes or data. “Information fiefdoms protect the few, harm the many.”"},{"issue":229,"date":"2025-03-14","title":"Are The Agents Coming? Big Bang AI Products Are Hitting A Wall","url":"https://vinvashishta.substack.com/p/are-the-agents-coming-big-bang-ai","author":"Vin Vashishta","domain":"vinvashishta.substack.com","section":"articles","topics":["AI & LLMs"],"take":"Good example of how important it is to have your data be “AI ready” before these AI tools will generate ROI at scale. “There is an upfront burden to get data “Copilot-ready,” ensuring content is stored in the Microsoft ecosystem, labeled appropriately, and permissions are configured so Copilot can retrieve relevant information. With Big Bang AI, applications are broad, so the business must get ALL ITS DATA in order before seeing the expected returns. “"},{"issue":229,"date":"2025-03-14","title":"Ten things Nomad Data has learned after two years helping firms track their data vendor relationships","url":"https://www.nomad-data.com/blog/ten-things-nomad-data-has-learned-after-two-years-helping-firms-track-their-data-vendor-relationships","author":"Nomad Data","domain":"nomad-data.com","section":"articles","topics":["Marketplaces & discovery","Events & community"],"take":"I’m a sucker for a good Top Ten list. There are some good ones listed, but I’ll make you click the link to see the list. My favorite is #8: Data discovery is overly complicated. I agree and have seen many marketplaces, lists, and conferences fail to make data discovery efficient. Data buyers can’t even readily identify data available within their organization, much less find new datasets that solve specific challenges."},{"issue":229,"date":"2025-03-14","title":"The Quant Standard: A Playbook for Data Providers","url":"https://thedatascore.substack.com/p/the-quant-standard-a-playbook-for","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Marketplaces & discovery","Investing & hedge funds"]},{"issue":229,"date":"2025-03-14","title":"Our Biggest Takeaways on AI & Alternative Data in 2025","url":"https://www.nimbleway.com/blog/our-biggest-takeaways-on-ai-alternative-data-in-2025","author":"Nimble","domain":"nimbleway.com","section":"reading","topics":["AI & LLMs","Alt data industry"]},{"issue":229,"date":"2025-03-14","title":"Monte Carlo and Snowflake Partner to Provide Observability into Unstructured Data","url":"https://www.montecarlodata.com/blog-monte-carlo-and-snowflake-partner-to-provide-observability-into-unstructured-data/","author":"Lior Gavish","domain":"montecarlodata.com","section":"reading","topics":["Data engineering","Data governance & quality"]},{"issue":229,"date":"2025-03-14","title":"Bringing transparency to the data used to train artificial intelligence","url":"https://mitsloan.mit.edu/ideas-made-to-matter/bringing-transparency-to-data-used-to-train-artificial-intelligence","author":"Beth Stackpole","domain":"mitsloan.mit.edu","section":"reading","topics":["AI & LLMs"]},{"issue":229,"date":"2025-03-14","title":"Generative AI revolution: Asian banks on the brink of a new era","url":"https://asianbankingandfinance.net/banking-technology/commentary/generative-ai-revolution-asian-banks-brink-new-era","author":"Nicole Zhou","pub":"Asian Banking & Finance","domain":"asianbankingandfinance.net","section":"reading","topics":["AI & LLMs","Investing & hedge funds"],"take":"It is interesting to learn the background of companies like Apptopia. They also ran through a few examples of the rich data collected and the visibility they can provide investors."},{"issue":229,"date":"2025-03-14","title":"CDO Roadmap 2025 — The Truth About AI Readiness","url":"https://www.cdomagazine.tech/branded-content/cdo-roadmap-2025-the-truth-about-ai-readiness","author":"CDO Magazine","domain":"cdomagazine.tech","section":"reading","topics":["Data strategy & culture","AI & LLMs"]},{"issue":230,"date":"2025-03-21","title":"How AI will Disrupt Data Engineering As We Know It","url":"https://roundup.getdbt.com/p/how-ai-will-disrupt-data-engineering?utm_source=post-email-title&publication_id=370988&post_id=159149000&utm_campaign=email-post-title&isFreemail=true&r=2r0i6i&triedRedirect=true&utm_medium=email","author":"Tristan Handy","domain":"roundup.getdbt.com","section":"articles","topics":["Data engineering","AI & LLMs"],"take":"The punch line is much of data engineering work is framework-ized and AI can make humans much more efficient. That said, the job of the data engineer is hardly going away (I love the reference to Jevon’s paradox here), but the job will be pushed in one of three directions: 1-towards the business domain, 2-towards automation, or 3-towards the underlying data platform."},{"issue":230,"date":"2025-03-21","title":"Why Sell Data?","url":"https://solomonkahn.substack.com/p/why-sell-data","author":"Solomon Kahn & Michael Hejtmanek","domain":"solomonkahn.substack.com","section":"articles","topics":["Data monetization","Alt data industry"],"take":"Good overview of the data space. Another reference to the fact that “Alternative” data is no longer alternative … so we should just call it “data”. I might need to rename my newsletter. Ideas welcome?"},{"issue":230,"date":"2025-03-21","title":"AI agents explained: what is agentic AI and how is it changing finance?","url":"https://www.ravenpack.com/blog/ai-agents-explained","author":"RavenPack","domain":"ravenpack.com","section":"reading","topics":["AI & LLMs"]},{"issue":230,"date":"2025-03-21","title":"AI Agents Will Crash in 2025 – Unless They Are Fixed Immediately","url":"https://www.similarweb.com/blog/daas/data-basics/ai-agents-crash/","author":"Omri Shtayer","domain":"similarweb.com","section":"reading","topics":["AI & LLMs"]},{"issue":230,"date":"2025-03-21","title":"AI assurance 101","url":"https://www.thdpth.com/p/ai-assurance-101","author":"Sven Balnojan","domain":"thdpth.com","section":"reading","topics":["AI & LLMs"]},{"issue":230,"date":"2025-03-21","title":"The Datarade Pulse: AI, Data Providers & Compliance Insights | February 2025","url":"https://datarade.substack.com/p/the-datarade-pulse-ai-data-providers","author":"Eugenio Caterino","domain":"datarade.substack.com","section":"reading","topics":["Marketplaces & discovery","AI & LLMs"]},{"issue":230,"date":"2025-03-21","title":"Consumer Packaged Goods Shopping Insights? It’s in the Bag","url":"https://www.consumeredge.com/resources/insights/introducing-basketview-signal-cpg-a-fusion-of-cpg-shopper-details/","author":"Stacey Rabinowitz","domain":"consumeredge.com","section":"reading","topics":["Transaction & consumer data"]},{"issue":230,"date":"2025-03-21","title":"(Almost) no AI in production","url":"https://journey.getsolid.ai/p/almost-no-ai-in-production","author":"Yoni Leitersdorf","domain":"journey.getsolid.ai","section":"reading","topics":["AI & LLMs"]},{"issue":230,"date":"2025-03-21","title":"The state of AI: How organizations are rewiring to capture value","url":"https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai#/","author":"McKinsey","domain":"mckinsey.com","section":"reading","topics":["AI & LLMs"]},{"issue":230,"date":"2025-03-21","title":"2025 AI Industry Predictions","url":"https://www.linkedin.com/pulse/2025-ai-industry-predictions-jean-luc-chatelain-kwf5e/","author":"Jean-Luc Chatelain","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":230,"date":"2025-03-21","title":"AI Data & Strategy w/ Sanjeev Mohan","url":"https://tinytechguides.com/data-faces-podcast/","author":"Data Faces podcast","domain":"tinytechguides.com","section":"reading","topics":["AI & LLMs","Analytics & data science"],"take":"Sanjeev Mohan runs Sanjmo, a data trend advisory that leverages innovation & analytics. I thought this was an interesting conversation."},{"issue":230,"date":"2025-03-21","title":"Enterprise AI Takes Center Stage as Over 50% of AI Use Cases Now Deliver Impact: Infosys Research","url":"https://www.prnewswire.com/news-releases/enterprise-ai-takes-center-stage-as-over-50-of-ai-use-cases-now-deliver-impact-infosys-research-302399713.html","author":"Infosys","domain":"prnewswire.com","section":"reading","topics":["AI & LLMs"]},{"issue":230,"date":"2025-03-21","title":"The Common Challenges for Data Owners","url":"https://www.linkedin.com/posts/alex-nephew-86242613_datamonetization-dataproducts-datainnovation-activity-7307443442618429441-K0Eg/?utm_source=share&utm_medium=member_ios&rcm=ACoAAAErRwwBcyzPyIHOC242r28BPyZ9VhwuBow","author":"Alex Nephew","domain":"linkedin.com","section":"reading","topics":["Data monetization"]},{"issue":231,"date":"2025-03-28","title":"Bridging the Gap: A Data Leader’s Guide To Helping Your Data Team Create Next-Level Analysis","url":"https://seattledataguy.substack.com/p/bridging-the-gap-a-data-leaders-guide","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"articles","topics":["Data engineering","Data strategy & culture"],"take":"Making things simple is a skill. We are all tempted to show all our work and overwhelm the reader with stats, and words, and charts. The key is to communicate your message as cleanly and simply as possible."},{"issue":231,"date":"2025-03-28","title":"No one has the answers for AI. And it’s upending leadership as we know it.","url":"https://www.linkedin.com/pulse/one-has-answers-ai-its-upending-leadership-we-know-heather-conklin-9xjue/","author":"Heather Conklin","domain":"linkedin.com","section":"articles","topics":["AI & LLMs"],"take":"“We are all learning at the same time”. I’ve noticed over the past 12-18 months, as I’ve discussed AI with prospects & customers, I’ve seen a lot of “AI Tourism”. These are people who take the meeting just to see what’s going on and take a pulse of the market. No one knows. No one person can keep up with the pace of change. This feels like the internet in 1999. Things are changing and no one exactly knows what the AI killer app will be. Good leaders lead through uncertainty. This is a period of wild predictions and uncertainty and FOMO. Stay on your front foot, be educated, ask questions, and bring your domain expertise to the party."},{"issue":231,"date":"2025-03-28","title":"Clearlake closes in on $3.85bn market cap Dun & Bradstreet - Asymmetrix Newsletter #59","url":"https://alexboden.substack.com/p/clearlake-closes-in-on-385bn-market","author":"Alex Boden","domain":"alexboden.substack.com","section":"reading","topics":["Deals & funding","Alt data industry"]},{"issue":231,"date":"2025-03-28","title":"PE firm Clearlake to buy Dun & Bradstreet for $4.1 billion in cash","url":"https://www.reuters.com/markets/deals/dun-bradstreet-be-acquired-by-clearlake-capital-77-billion-deal-2025-03-24/","author":"Related: Arsheeya Bajwa","domain":"reuters.com","section":"reading","topics":["Deals & funding","Alt data industry"]},{"issue":231,"date":"2025-03-28","title":"All My Blog Posts In One Place","url":"https://decision.substack.com/p/all-my-blog-posts-in-one-place","author":"Cassie Kozyrkov","domain":"decision.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":231,"date":"2025-03-28","title":"What is Vibe Coding?","url":"https://www.ai-supremacy.com/p/what-is-vibe-coding-2025","author":"Michael Spencer, The Pycoach, and Frank Andrade","domain":"ai-supremacy.com","section":"reading","topics":["AI & LLMs"]},{"issue":231,"date":"2025-03-28","title":"15 lessons for internal data product managers I learned the hard way","url":"https://www.thdpth.com/p/15-essential-lessons-for-internal","author":"Sven Balnojan","domain":"thdpth.com","section":"reading","topics":["Data monetization"]},{"issue":231,"date":"2025-03-28","title":"S2E4 - D3 Data Digs Into Real-World B2B Data Quality...and Finds ???","url":"https://www.linkedin.com/pulse/s2e4-d3-data-digs-real-world-b2b-qualityand-finds-drew-doherty-ns2sc/","author":"Drew Doherty","domain":"linkedin.com","section":"reading","topics":["Data governance & quality"]},{"issue":231,"date":"2025-03-28","title":"Mapping the landscape of data intermediaries","url":"https://publications.jrc.ec.europa.eu/repository/handle/JRC133988","author":"European Commission","domain":"publications.jrc.ec.europa.eu","section":"reading","topics":["Marketplaces & discovery","Regulation, privacy & compliance"]},{"issue":231,"date":"2025-03-28","title":"interviews Shaun Clowes","url":"https://www.lennysnewsletter.com/p/why-great-ai-products-are-all-about-the-data-shaun-clowes","author":"Lenny’s Podcast [","domain":"lennysnewsletter.com","section":"reading","topics":["Data strategy & culture"],"take":"Really interesting episode. Of most interest to ADW’s “data” audience is likely starting around minute 30. Successful products bring “data as a first-class citizen into the workflow” (Minute 33:00)."},{"issue":231,"date":"2025-03-28","title":"What Happens When a Data Org Is Off-Balance? (Part 2 of 2)","url":"https://www.linkedin.com/pulse/what-happens-when-data-org-off-balance-part-2-june-dershewitz-vsboc/","author":"June Dershewitz","domain":"linkedin.com","section":"reading","topics":["Data strategy & culture"]},{"issue":232,"date":"2025-04-04","title":"The Shift Left Data Manifesto","url":"https://dataproducts.substack.com/p/the-shift-left-data-manifesto","author":"Chad Sanderson","domain":"dataproducts.substack.com","section":"articles","topics":["AI & LLMs"],"take":"After Top 10 lists, Manifestos are my favorite type of article. The author is the Co-Founder/CEO of Gable.ai."},{"issue":232,"date":"2025-04-04","title":"What is Vibe Coding?","url":"https://decision.substack.com/p/what-is-vibe-coding","author":"Cassie Kozyrkov","domain":"decision.substack.com","section":"articles","topics":["AI & LLMs"],"take":"This highlights that fact that people who can code AND have strong domain knowledge are the best. Now (in theory) people who have domain knowledge can more easily code, so this removes a huge barrier to creating value. There are still pitfalls. If you don’t know what you are doing at all , you can make big mistakes and not realize it. And the question remains that if you are a beginner and you start vibe coding, will you ever really learn to code? Do you need to? In any case, this can help more people create more value."},{"issue":232,"date":"2025-04-04","title":"Wabi Sabi Your Data: The Art of Data ROI","url":"https://cookingdata.substack.com/p/wabi-sabi-data-roi-garden-approach","author":"Lior Barak","domain":"cookingdata.substack.com","section":"articles","topics":["AI & LLMs"],"take":"I like the idea of finding small, early wins that are aligned with bigger picture goals. Particularly when execs are pushing for “GenAI wins” … to show quick progress is a big help for everyone."},{"issue":232,"date":"2025-04-04","title":"7 Real-World Lessons from Data Leaders at LinkedIn, Dropbox & More","url":"https://seattledataguy.substack.com/p/7-real-world-lessons-from-data-leaders","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"reading","topics":["Data strategy & culture"]},{"issue":232,"date":"2025-04-04","title":"Amassed Insights #3: LegAI & Compliance","url":"https://blog.amassinsights.com/amassed-insights-3-legai-compliance/","author":"Jordan Hauer","domain":"blog.amassinsights.com","section":"reading","topics":["Regulation, privacy & compliance"]},{"issue":232,"date":"2025-04-04","title":"Top AI Newsletters of 2025","url":"https://www.ai-supremacy.com/p/top-ai-newsletters-of-2025","author":"Michael Spencer","domain":"ai-supremacy.com","section":"reading","topics":["AI & LLMs"]},{"issue":232,"date":"2025-04-04","title":"What is Enterprise Intelligence?","url":"https://bloomfire.com/resources/what-is-enterprise-intelligence/","author":"Bloomfire","domain":"bloomfire.com","section":"reading","topics":["Data strategy & culture"]},{"issue":232,"date":"2025-04-04","title":"The Great Debate: Will Agentic AI Kill SaaS?","url":"https://www.bain.com/insights/the-great-debate-will-agentic-ai-kill-saas/","author":"Chuck Whitten","domain":"bain.com","section":"reading","topics":["AI & LLMs"]},{"issue":232,"date":"2025-04-04","title":"interviewed","url":"https://open.spotify.com/episode/3YK597oC81wAcssTreqfPj?si=LjvG_HnKTweDxG7YFLK_bg","author":"Driven by Data podcast [","domain":"open.spotify.com","section":"reading","topics":["Data strategy & culture"],"take":"I really enjoyed the “real world” nature of this conversation. Steve shares with us some concrete steps he took in the early days of joining SMBC that I found very insightful."},{"issue":232,"date":"2025-04-04","title":"The Shift Left Data Manifesto","url":"https://dataproducts.substack.com/p/the-shift-left-data-manifesto","author":"Chad Sanderson","domain":"dataproducts.substack.com","section":"reading","topics":["Data governance & quality","Data engineering"]},{"issue":232,"date":"2025-04-04","title":"AI is \"tearing apart\" companies, survey finds","url":"https://www.axios.com/2025/03/18/enterprise-ai-tension-workers-execs","author":"Megan Morrone","domain":"axios.com","section":"reading","topics":["AI & LLMs"]},{"issue":233,"date":"2025-04-11","title":"How AI will Disrupt BI As We Know It","url":"https://roundup.getdbt.com/p/how-ai-will-disrupt-bi-as-we-know","author":"Tristan Handy","domain":"roundup.getdbt.com","section":"articles","topics":["AI & LLMs"],"take":"“ The lack of business context is the problem. ” Great article that highlights a big benefit of AI: that AI can understand something as huge & dynamic as the context of, who you are, what you are working on, what is important to you at that moment."},{"issue":233,"date":"2025-04-11","title":"Forget the Tech—Your AI Strategy Starts with the Pain Point","url":"https://www.nomad-data.com/blog/forget-the-tech--your-ai-strategy-starts-with-the-pain-point","author":"Nomad Data","domain":"nomad-data.com","section":"articles","topics":["AI & LLMs"],"take":"Well said. Start with the business problem and work from there. The tech (AI, data, tools, whatever) is secondary to understanding what pain you are trying to solve."},{"issue":233,"date":"2025-04-11","title":"Roundtable Recap: Data Marketplaces Growth & Distribution","url":"https://www.worldofdaas.com/p/world-of-daas-roundtable-recap-data-marketplaces-growth-distribution","author":"World","pub":"DaaS","domain":"worldofdaas.com","section":"articles","topics":["Marketplaces & discovery","Data monetization"]},{"issue":233,"date":"2025-04-11","title":"Taming the LLM: How Domain Specific Languages (DSLs) Reduce Hallucinations and Boost AI Reliability","url":"https://www.dataception.com/blog/taming-the-llm-how-domain-specific-languages-dsls-reduce-hallucinations-and-boost-ai-reliability.html","author":"Dataception","domain":"dataception.com","section":"reading","topics":["AI & LLMs"]},{"issue":233,"date":"2025-04-11","title":"Is AI the Data Analyst I Want It To Be?","url":"https://www.linkedin.com/pulse/ai-data-analyst-i-want-calandra-cruickshank-7zj5e/","author":"Calandra Cruickshank","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":233,"date":"2025-04-11","title":"Autonomous AI Agents Are Changing Knowledge Work—Fast","url":"https://gradientflow.substack.com/p/autonomous-ai-agents-are-changing","author":"Ben Lorica","domain":"gradientflow.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":233,"date":"2025-04-11","title":"How grocery shopping data is unlocking financial inclusion","url":"https://www.linkedin.com/posts/omnisient_datacollaboration-unbanked-dataforgood-activity-7311276689085403138-DEJP/","author":"Omniscient & WEF","domain":"linkedin.com","section":"reading","topics":["Transaction & consumer data"]},{"issue":233,"date":"2025-04-11","title":"March 2025 Wrap Up & News","url":"https://www.thdpth.com/p/march-2025-wrap-up-and-news","author":"Sven Balnojan","domain":"thdpth.com","section":"reading","topics":["Data strategy & culture"]},{"issue":233,"date":"2025-04-11","title":"Vertical AI is Not Vertical Software: How Founders Are Navigating The Rapidly Evolving Vertical AI Business Models","url":"https://www.linkedin.com/pulse/vertical-ai-software-how-founders-navigating-rapidly-evolving-shuman-vuaze/","author":"Jason Shuman","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":233,"date":"2025-04-11","title":"Harry Stebbings interviews Roy Bahat","url":"https://www.deciphr.ai/podcast/20vc-why-machine-intelligence-will-eat-the-world-of-software-with-roy-bahat-head-of-bloomberg-beta","author":"[Harry Stebbings","domain":"deciphr.ai","section":"reading","topics":["Market data & terminals"]},{"issue":233,"date":"2025-04-11","title":"LunarSien Data","url":"https://www.linkedin.com/posts/brian-engelbert-cpa-cfa-3262b86_home-activity-7310993278068301824-Um-E/","author":"Brian Englebert","domain":"linkedin.com","section":"reading","topics":["Alt data industry"]},{"issue":233,"date":"2025-04-11","title":"Carbon Arc offers a marketplace for buying and selling licensed, real world transaction data to power LLMs and enterprise applications","url":"https://venturebeat.com/data-infrastructure/carbon-arc-offers-a-marketplace-for-buying-licensed-real-world-transaction-data-to-power-llms-and-enterprise-applications/","author":"VentureBeat","domain":"venturebeat.com","section":"reading","topics":["AI & LLMs","Transaction & consumer data"]},{"issue":233,"date":"2025-04-11","title":"Can AI \"Personality\" Affect AI Performance?","url":"https://thedatascore.substack.com/p/can-ai-personality-affect-ai-performance","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":233,"date":"2025-04-11","title":"Addendum: Plot Twist in the Data Dojo","url":"https://stormking.substack.com/p/addendum-plot-twist-in-the-data-dojo","author":"Dan Evans","domain":"stormking.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":233,"date":"2025-04-11","title":"The State of AI in 2025","url":"https://gradientflow.substack.com/p/the-state-of-ai-in-2025","author":"Gradient Flow","domain":"gradientflow.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":233,"date":"2025-04-11","title":"State of the Data And AI Market | Apoorva Pandhi, Matt Turck, Chris Riccomini, Chad Sanderson","url":"https://www.gable.ai/blog/panel-state-of-the-data-and-ai-market-apoorva-pandhi-matt-turck-chris-riccomini-chad-sanderson-shift-left-data-conference-2025","author":"Gable.ai","domain":"gable.ai","section":"reading","topics":["AI & LLMs","Events & community"],"take":"This is an interesting viewpoint shared by people who are trying to predict the future (as investors). We are moving into the “ so what do we actually do with that (AI) thing? ” phase."},{"issue":233,"date":"2025-04-11","title":"Issue #40 – Defining AI Solutions as Simply as Possible","url":"https://thedataecosystem.substack.com/p/issue-40-ai-solutions","author":"Dylan Anderson","domain":"thedataecosystem.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":234,"date":"2025-04-18","title":"Data and Defensibility","url":"https://pivotal.substack.com/p/data-and-defensibility","author":"Abraham Thomas","domain":"pivotal.substack.com","section":"articles","topics":["Alt data industry","Data monetization"],"take":"Bookmark this one. Where to begin? There is too much good stuff to try to summarize, so I’ll just share what resonated with me."},{"issue":234,"date":"2025-04-18","title":"There's No Such Thing as a \"Data Buyer\"","url":"https://thedatascore.substack.com/p/theres-no-such-thing-as-a-data-buyer","author":"Jason Derise","domain":"thedatascore.substack.com","section":"articles","topics":["Data monetization","Alt data industry"],"take":"Note there is a paywall for this article (worth it). Jason shares five personas who are involved in the buy/don’t buy decision making process. Knowing which type of persona you are dealing with will help you modify your pitch accordingly."},{"issue":234,"date":"2025-04-18","title":"AI, Automation, and Alpha: Alternative Data Trends 2025","url":"https://www.kadoa.com/blog/alternative-data-trends","author":"Adrian Krebs","domain":"kadoa.com","section":"articles","topics":["AI & LLMs","Alt data industry"]},{"issue":234,"date":"2025-04-18","title":"Vendor Management is the MOST Important Skill","url":"https://auren.substack.com/p/vendor-management-is-the-most-important","author":"Auren Hoffman","domain":"auren.substack.com","section":"articles","topics":["AI & LLMs"],"take":"In a first for me, I listened to a podcast with the audio being only a bot. Nots sure if any humans had a hand in writing the blog, but the blog was read by a bot (Boardy). The audio was very obviously a bot, but a pretty good listening experience considering that fact."},{"issue":235,"date":"2025-04-25","title":"Approaching Data Quality in Today's Complex Data World","url":"https://thedataecosystem.substack.com/p/issue-43-data-quality-today","domain":"thedataecosystem.substack.com","section":"articles","topics":["Data governance & quality","AI & LLMs"],"take":"Interesting take on data quality viewed through a data lens and a business lens. Business tends to focus on data as a reflection of truth/accuracy, while data teams think of data quality in terms of validation rules, fill rates, or taxonomies. AI is boosting data quality importance and issues as there is less transparency in AI systems, and I would add, AI always seems to deliver output with a high level of conviction, so, without some level of domain expertise, you may miss errors. It is the AI version of Gell-Mann Amnesia."},{"issue":235,"date":"2025-04-25","title":"How Do You Measure AI Initiative Success? Painting the Monetization Picture with Quantitative Measures","url":"https://vinvashishta.substack.com/p/how-do-you-measure-ai-initiative","author":"Vin Vashishta","domain":"vinvashishta.substack.com","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"This is an important topic. Whether selling AI tools or data products, defining success up front is important. What is the business @outcome we are striving towards, and how do we measure that outcome? I have seen teams wanting to get a trial going or get some data intro production just to get it done. Particularly with “AI” as there Is a lot of pressure from the c-suite to be doing “something with AI”. Start with the business problem. Understand how you will measure the impact your tool is having, and measure throughout the trial process. For example, we are ModuleQ might define success as a metric of end-user daily engagement, increased engagement with other internal systems like CRM, and ultimately more client/prospect engagement (as measured by CRM inputs). We can watch these metrics closely from the first day we launch and tweak as needed, seeking feedback from the end-users throughout."},{"issue":235,"date":"2025-04-25","title":"Johnson & Johnson Pivots Its AI Strategy","url":"https://www.wsj.com/articles/johnson-johnson-pivots-its-ai-strategy-a9d0631f","author":"Isabelle Bousquette","pub":"the WSJ","domain":"wsj.com","section":"articles","topics":["AI & LLMs"],"take":"“The company is making a shift to focus on only the highest-value GenAI use cases and shut down pilots that were redundant or underdelivering”"},{"issue":235,"date":"2025-04-25","title":"Data and Defensibility","url":"https://pivotal.substack.com/p/data-and-defensibility","author":"Abraham Thomas","domain":"pivotal.substack.com","section":"reading","topics":["Alt data industry","Data monetization"]},{"issue":235,"date":"2025-04-25","title":"Interview with Big Data Federation","url":"https://itspronounceddata.beehiiv.com/p/interview-with-big-data-federation","author":"Dan Entrup","domain":"itspronounceddata.beehiiv.com","section":"reading","topics":["Data strategy & culture"]},{"issue":235,"date":"2025-04-25","title":"Complicated != Good","url":"https://dataengineeringcentral.substack.com/p/complicated-good","author":"Daniel Beach","domain":"dataengineeringcentral.substack.com","section":"reading","topics":["Data engineering"]},{"issue":235,"date":"2025-04-25","title":"The Real AI Race: It's About Diffusion","url":"https://gradientflow.substack.com/p/the-real-ai-race-its-about-diffusion","author":"Ben Lorica","domain":"gradientflow.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":235,"date":"2025-04-25","title":"interviews Sanjeev Mohan","url":"https://www.alation.com/podcast/episodes/data-products-dummies-sanjeev-mohan/","author":"Satyen Sangani","pub":"Data Radicals Podcast [","domain":"alation.com","section":"reading","topics":["Data monetization"],"take":"Data products for dummies is the title of the podcast episode. They first spend some time defining a “data product”. This include traits such as re-usability, defined owner, trust (versioned like software), well-defined re-usable asset."},{"issue":235,"date":"2025-04-25","title":"Crossing The Trust Threshold: When Quality Becomes Imperative in AI","url":"https://www.montecarlodata.com/blog-crossing-the-trust-threshold-when-quality-becomes-imperative-in-ai/","author":"Shane Murray","pub":"Monte Carlo Data","domain":"montecarlodata.com","section":"reading","topics":["AI & LLMs"]},{"issue":236,"date":"2025-05-02","title":"How Gen AI Is Transforming Market Research","url":"https://hbr.org/2025/05/how-gen-ai-is-transforming-market-research","author":"Jeremy Korst, Stefano Puntoni, and Olivier Toubia","domain":"hbr.org","section":"articles","topics":["AI & LLMs"],"take":"Marketing will change significantly with the use of AI. Perhaps more than any other area of business. Of most interest to me in this article is Digital Twins (“AI people” that replicate your customer). Digital Twins will allow marketing to endlessly ask questions of “customers”, with early feedback on responses being 85% accurate, and only getting better. This will change the balance between broad shallow surveys & narrow deep surveys … now marketers can have both."},{"issue":236,"date":"2025-05-02","title":"Why AI Hasn’t Transformed Work Yet — And What Needs to Change","url":"https://www.nomad-data.com/blog/why-ai-hasnt-transformed-work-yet----and-what-needs-to-change","author":"Nomad Data","domain":"nomad-data.com","section":"articles","topics":["AI & LLMs"],"take":"Context is key. AI solutions are not one-size-fits-all. AI tools are generalized. “The burden of adapting these tools to real-world business processes within an organization has been unfairly placed on the users themselves, who are rarely technologists.”"},{"issue":236,"date":"2025-05-02","title":"AI states the obvious","url":"https://www.thdpth.com/p/ai-states-the-obvious","author":"Sven Balnojan","domain":"thdpth.com","section":"articles","topics":["AI & LLMs"],"take":"AI does some things very well. What is interesting is the stuff that it does OK (like 90-95% well) but can finish the task in 20 seconds vs 2 days."},{"issue":236,"date":"2025-05-02","title":"Real-World Lessons from Agentic AI Deployments","url":"https://gradientflow.substack.com/p/real-world-lessons-from-agentic-ai","author":"Ben Lorica","domain":"gradientflow.substack.com","section":"articles","topics":["AI & LLMs"],"take":"A few takeaways for me on this conversation. First is the need to stay ahead of potential fraud, particularly within financial services (all driven by data). Second is the customer expectation of hyper-personalization (And this is just getting started)."},{"issue":237,"date":"2025-05-09","title":"The Birth of the Data Grid","url":"https://humancapitalist.substack.com/p/the-birth-of-the-data-grid","author":"J. Scott Hamilton","domain":"humancapitalist.substack.com","section":"articles","topics":["AI & LLMs"],"take":"The first thing that resonated with me from this article is the idea that AI is killing the value of “knowing something others don’t. It’s in discovering what no one’s seen yet.”"},{"issue":237,"date":"2025-05-09","title":"Plotting the future of AI in wealth and asset management","url":"https://www.pwmnet.com/plotting-the-future-of-artificial-intelligence-in-wealth-and-asset-management","author":"Guiseppe Sette","domain":"pwmnet.com","section":"articles","topics":["AI & LLMs"],"take":"The author addresses AI’s impact on asset selection, risk management, and hyper-personalization."},{"issue":237,"date":"2025-05-09","title":"AI Developments for the Financial Services Industry","url":"https://www.integrity-research.com/ai-developments-for-the-financial-services-industry/","author":"Joe Gits","domain":"integrity-research.com","section":"articles","topics":["AI & LLMs"],"take":"The author describes the bringing of workflows in-house, replacing expensive vendors & simplifying business user engagement."},{"issue":237,"date":"2025-05-09","title":"How real-world businesses are transforming with AI — with 261 new stories","url":"https://blogs.microsoft.com/blog/2025/04/22/https-blogs-microsoft-com-blog-2024-11-12-how-real-world-businesses-are-transforming-with-ai/","author":"Alysa Taylor","domain":"blogs.microsoft.com","section":"articles","topics":["AI & LLMs"],"take":"I enjoyed this conversation. Sarah knows her stuff."},{"issue":238,"date":"2025-05-16","title":"How To Accelerate AI’s Time To Value","url":"https://vinvashishta.substack.com/p/how-to-accelerate-ais-time-to-value","author":"Vin Vashishta","domain":"vinvashishta.substack.com","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"I’ve seen a shift in client attitudes about AI from experimentation & learning … to ROI. The author suggests practitioners “ start with a data strategy, focusing on contextual data, which enables the delivery of value incrementally, starting with simple data products and descriptive models trained on high-quality data.”"},{"issue":238,"date":"2025-05-16","title":"Monda Acquires Amplify Data to Power Customizable Data Sharing for AI","url":"https://finance.yahoo.com/news/monda-acquires-amplify-data-power-130000388.html","domain":"finance.yahoo.com","section":"articles","topics":["Deals & funding","AI & LLMs"],"take":"The theme this week is simplifying data access (see podcast notes below too). This is easier said than done, but acquisitions like this indicate steps are being taken in the direction of, not just having the data, but making it easy to deliver, and help nontechnical business users engage & ask questions of the data."},{"issue":238,"date":"2025-05-16","title":"Please Cheat at Your Job","url":"https://decision.substack.com/p/please-cheat-at-your-job","author":"Cassie Kozyrkov","domain":"decision.substack.com","section":"articles","topics":["People & careers","AI & LLMs"],"take":"I am stealing this as instructed (if you read to the end). The punch line is AI is great, and you should use it for your job, but you still have to be the adult-in-the-room; you must validate the output. It’s interesting because I am seeing my college-aged kids indicate that “AI is bad”. After all, it is viewed as a method of cheating, where the real world will demand they use AI, but be smart about it."},{"issue":238,"date":"2025-05-16","title":"The best of Uber’s data labeling, testing, and localization for your business","url":"https://www.uber.com/us/en/scaled-solutions/","domain":"uber.com","section":"articles","topics":["AI & LLMs"],"take":"Interesting to see Uber get into this business called Uber Solutions. Perhaps validation the market for these types of services (labeling, testing, etc) is big enough to move the needle for a company as big as Uber."},{"issue":238,"date":"2025-05-16","title":"Private Credit and PE Are Sitting on a Goldmine of Data—But They’re Not Using It","url":"https://www.linkedin.com/pulse/private-credit-pe-sitting-goldmine-databut-theyre-using-ditomaso-frhme/","author":"Joseph DiTomaso","domain":"linkedin.com","section":"reading","topics":["Investing & hedge funds","Data strategy & culture"]},{"issue":238,"date":"2025-05-16","title":"Scraping Historical Data From the Wayback Machine","url":"https://substack.thewebscraping.club/p/scraping-wayback-machine","author":"Antonello Zanini","domain":"substack.thewebscraping.club","section":"reading","topics":["Web scraping & web data"]},{"issue":238,"date":"2025-05-16","title":"AI Books - Review","url":"https://peterbaumann.substack.com/p/ai-books-review","author":"Peter Baumann","domain":"peterbaumann.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":238,"date":"2025-05-16","title":"Which ChatGPT Enterprise Model is Best for the Job?","url":"https://www.linkedin.com/posts/stanalt_when-you-click-the-model-selector-on-chatgpt-activity-7326923037042237440-F9ct/","author":"Stan Altschuller","domain":"linkedin.com","section":"reading","topics":["AI & LLMs","People & careers"]},{"issue":238,"date":"2025-05-16","title":"a 5-step masterclass on customer profiling","url":"https://www.linkedin.com/posts/lydenfoust_the-three-biggest-challenges-with-customer-activity-7326584263783436288-jqW1/","author":"Lyden Foust","domain":"linkedin.com","section":"reading","topics":["Transaction & consumer data","Analytics & data science"]},{"issue":238,"date":"2025-05-16","title":"JPMorgan says AI helped boost sales, add clients in market turmoil","url":"https://www.reuters.com/business/finance/jpmorgan-says-ai-helped-boost-sales-add-clients-market-turmoil-2025-05-05/","author":"Nupur Anand","domain":"reuters.com","section":"reading","topics":["AI & LLMs"]},{"issue":238,"date":"2025-05-16","title":"From Noise to Insight: The DoD’s Next Battle with Public Information","url":"https://stormking.substack.com/p/from-noise-to-insight-the-dods-next","author":"Storm King Analytics","domain":"stormking.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":238,"date":"2025-05-16","title":"American Fintech Council Urges Senate to Pass Credit Access Bill to Expand Use of Alternative Data","url":"https://thefintechtimes.com/american-fintech-council-urges-senate-to-pass-credit-access-bill-to-expand-use-of-alternative-data/","author":"The Fintech Times","domain":"thefintechtimes.com","section":"reading","topics":["Alt data industry"]},{"issue":238,"date":"2025-05-16","title":"The Rise of Data Slop","url":"https://delphinaai.substack.com/p/the-rise-of-data-slop","author":"Duncan Gilchrest & Jeremy Hermann","domain":"delphinaai.substack.com","section":"reading","topics":["AI & LLMs","Data governance & quality"]},{"issue":238,"date":"2025-05-16","title":"Live Data CEO Scott Hamilton · \"The Birth of the Data Grid\"","url":"https://www.youtube.com/watch?v=Migg3Eaxv-k","author":"Dash Media’s Michael Mo","domain":"youtube.com","section":"reading","topics":["Alt data industry"],"take":"There is a whole class of information that is waiting to be uncovered. The key is accessibility. Knowledge becomes a commodity & everybody is going to “know” the same thing. This will unlock new insights. “At any time, any of us will have access to a common truth”."},{"issue":238,"date":"2025-05-16","title":"State of Martech 2025","url":"https://www.linkedin.com/posts/sjbrinker_the-state-of-martech-2025-report-activity-7325573395415277568-mIOh/","author":"Scott Brinker and Frans Riemersma","domain":"linkedin.com","section":"reading"},{"issue":238,"date":"2025-05-16","title":"Private Credit and PE Are Sitting on a Goldmine of Data—But They’re Not Using It","url":"https://www.linkedin.com/pulse/private-credit-pe-sitting-goldmine-databut-theyre-using-ditomaso-frhme/","author":"Joseph DiTomaso","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"],"take":"This “unprompted” or push workflow, where agents are proactive and predict what is needed before the user asks. … This is where the world of knowledge work is headed."},{"issue":239,"date":"2025-05-23","title":"Measuring AI's True Value","url":"https://wanderingtechnologist.substack.com/p/measuring-ais-true-value","author":"Jenn Spykerman","domain":"wanderingtechnologist.substack.com","section":"articles","topics":["AI & LLMs","Analytics & data science"],"take":"I’ve noted in recent weeks the idea that enterprises are now focused on delivering ROI from AI projects. This is great, but how do you measure value? I agree with the author, who breaks measurement into two areas: revenue & productivity. The key is to measure workflows pre-AI and post-AI to see what has changed. One revenue metric we focus on at ModuleQ is increased engagement with CRM, indicative of more client/prospect engagement, which in turn leads to more revenue opportunities."},{"issue":239,"date":"2025-05-23","title":"The ROI of GenAI","url":"https://services.google.com/fh/files/misc/the_roi_of_generative_ai.pdf?mkt_tok=ODA4LUdKVy0zMTQAAAGakp1Iau-cFsRrso733NGcepYCIEb0LnmytftALOXAf1Yh3IWwVfRV8ZQLc2g9sGxeJ4iZONVMGMQ94GhAgGye9OV3nGkP-7ykte-MJc-CS-ttu7MMzdQ","author":"Google","domain":"services.google.com","section":"articles","topics":["AI & LLMs"],"take":"This is a summary of a survey of 2,500+ business leaders. Similar to the above article, the ROI is focused on revenue (86% of respondents seeing benefit) and productivity. I found this to be surprisingly good: \"of the organizations that report productivity gains, nearly half (45%) estimate employee productivity has at least doubled as a result of having gen AI in production.”"},{"issue":239,"date":"2025-05-23","title":"AI Won’t Save You From Your Data Modeling Problems","url":"https://thenewstack.io/ai-wont-save-you-from-your-data-modeling-problems/","author":"Sean Falconer & Matthew O’Keefe","domain":"thenewstack.io","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"The age old problem of who is reponsible for what. It is always the other guy when things go wrong. This article is get technical, but the key is data quality checks have to happen way before AI starts spitting out bad info."},{"issue":239,"date":"2025-05-23","title":"Social platform Stocktwits and other sources of ‘alternative data’ may be hurting financial analysts’ long-term forecasts","url":"https://theconversation.com/social-platform-stocktwits-and-other-sources-of-alternative-data-may-be-hurting-financial-analysts-long-term-forecasts-244102","author":"Thierry Foucault","domain":"theconversation.com","section":"articles","topics":["Alt data industry","Analytics & data science"]},{"issue":239,"date":"2025-05-23","title":"We’re Joining Together.ai","url":"https://www.refuel.ai/blog-posts/we-are-joining-together-ai","author":"Refuel’s Rishabh Bhargava","domain":"refuel.ai","section":"reading","topics":["AI & LLMs"]},{"issue":239,"date":"2025-05-23","title":"Breaking Into the Financial Vertical as an Alternative Data Startup: Tips from Sarah Smith","url":"https://web.battlefin.com/hubfs/Expert%20Series%20GTM%20as%20Data%20Startup.pdf","author":"Sarah Smith","domain":"web.battlefin.com","section":"reading","topics":["Alt data industry"]},{"issue":239,"date":"2025-05-23","title":"My path into AI","url":"https://www.interconnects.ai/p/my-path-into-ai","author":"Nathan Lambert","domain":"interconnects.ai","section":"reading","topics":["AI & LLMs"]},{"issue":239,"date":"2025-05-23","title":"Three great articles on the modest pace of AI progress","url":"https://www.understandingai.org/p/three-great-articles-on-the-modest","author":"Timothy B Lee","domain":"understandingai.org","section":"reading","topics":["AI & LLMs"]},{"issue":239,"date":"2025-05-23","title":"Traci Mabrey of Dow Jones - Factiva","url":"https://podcasts.apple.com/us/podcast/business-intelligence-tools-for-informed-decision-making/id1470990229?i=1000708957516","author":"Matthew Demello","pub":"the AI in Financial Services podcast","domain":"podcasts.apple.com","section":"reading","topics":["AI & LLMs","Data governance & quality"],"take":"AI comes down to good data. This is where Factiva shines because they offer high-quality data with clear rights & lineage. Legal is in place, demonstrated rights to the data, they are leaning into transparency, citations and royalties, and payment mechanisms."},{"issue":239,"date":"2025-05-23","title":"Guide to Buying 3rd Party Data","url":"https://bluestreetdata.com/community-resources/data-buyers-guide/","author":"Blue Street Data","domain":"bluestreetdata.com","section":"reading","topics":["Alt data industry","Marketplaces & discovery"],"take":"It’s fitting that buying data should be a 12-step process."},{"issue":239,"date":"2025-05-23","title":"2025 Dupont AI Survey","url":"https://www2.itif.org/2025-dupont-AI-survey.pdf","domain":"www2.itif.org","section":"reading","topics":["AI & LLMs"],"take":"Loyal readers will know that I love a good Top Ten list. My biggest “use case” is idea generation, including asking for Dad jokes."},{"issue":239,"date":"2025-05-23","title":"Waymo Stats 2025: Funding, Growth, Coverage, Fleet Size & More","url":"https://www.thedriverlessdigest.com/p/waymo-stats-2025-funding-growth-coverage","domain":"thedriverlessdigest.com","section":"reading","topics":["Deals & funding"],"take":"I love this driverless stuff. 25x growth in 24 months. Whoa."},{"issue":240,"date":"2025-05-30","title":"All I want in AI is some context and a chat window","url":"https://databased.pedramnavid.com/p/all-i-want-in-ai-is-some-context","author":"Pedram Navid","domain":"databased.pedramnavid.com","section":"articles","topics":["AI & LLMs"],"take":"#contextisking. The promise of AI is that it, using the MASSIVE amount of data to which we have access, will make our lives better. But this only happens in the context of our lives. Protocols like MCP (see below) promise this sort of understanding of our very own individual, very personal, context."},{"issue":240,"date":"2025-05-30","title":"Your AI Product Doesn’t Need a Data Scientist","url":"https://www.jaserbk.com/p/your-ai-product-doesnt-need-a-data","author":"JaserBK","domain":"jaserbk.com","section":"articles","topics":["AI & LLMs","Analytics & data science"],"take":"This is the first in a series of coming articles. It takes a look at how & where Data Scientists can add value with AI products. A big key is understanding the business, and having domain knowledge & understanding the context of a question and the workflow being impacted by an AI product."},{"issue":240,"date":"2025-05-30","title":"Two Minutes Ahead of the Future","url":"https://thedatascore.substack.com/p/two-minutes-ahead-of-the-future","author":"Jason Derise","domain":"thedatascore.substack.com","section":"articles","topics":["Data governance & quality"],"take":"Speed of signal delivery makes a difference. But if not done well (data quality, etc), speed just helps you make mistakes faster. “It’s just a faster way to lose capital with more confidence”."},{"issue":240,"date":"2025-05-30","title":"MCP for Dummies: Why Everyone’s Talking About It","url":"https://www.aetheronlab.com/post/mcp-for-dummies-why-everyone-s-talking-about-it","author":"Sambeet Parija","pub":"Aetheron Lab","domain":"aetheronlab.com","section":"articles","topics":["AI & LLMs"]},{"issue":240,"date":"2025-05-30","title":"AI Agents: We Need Less Hype and More Reliability","url":"https://www.kadoa.com/blog/ai-agents-less-hype-more-reliability","author":"Adrian Krebs","domain":"kadoa.com","section":"reading","topics":["AI & LLMs"]},{"issue":240,"date":"2025-05-30","title":"Why Reliable Trading Hours Data is Necessary","url":"https://www.tradinghours.com/publications/why-reliable-trading-hours-data-is-necessary","author":"Alan Reed","domain":"tradinghours.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":240,"date":"2025-05-30","title":"Carnegie Mellon University Is Training A Next Generation Of Data & AI Leaders","url":"https://www.forbes.com/sites/randybean/2025/05/25/carnegie-mellon-university-is-training-a-next-generation-of-data--ai-leaders/","author":"Randy Bean","domain":"forbes.com","section":"reading","topics":["AI & LLMs"]},{"issue":240,"date":"2025-05-30","title":"Professors Staffed a Fake Company Entirely With AI Agents, and You'll Never Guess What Happened","url":"https://futurism.com/professors-company-ai-agents","author":"Joe Wilkins","domain":"futurism.com","section":"reading","topics":["AI & LLMs"]},{"issue":240,"date":"2025-05-30","title":"Intelligence Vault: Vendor Zoom – Investment Research AI Methods","url":"https://distinctiveinsights.ai/intelligence-vault-vendor-zoom-investment-research-ai-methods/","author":"Distinctive Insights","domain":"distinctiveinsights.ai","section":"reading","topics":["AI & LLMs","Investing & hedge funds"]},{"issue":240,"date":"2025-05-30","title":"Neudata New York conference 2025","url":"https://www.linkedin.com/pulse/neudata-new-york-conference-2025-saeed-amen-oujxe","author":"Saeed Amen","domain":"linkedin.com","section":"reading","topics":["Marketplaces & discovery","Events & community"]},{"issue":240,"date":"2025-05-30","title":"Things not to do as a Data Influencer on LinkedIn","url":"https://peterbaumann.substack.com/p/things-not-to-do-as-a-data-influencer","author":"Peter Baumann","domain":"peterbaumann.substack.com","section":"reading","topics":["People & careers"]},{"issue":240,"date":"2025-05-30","title":"Mark Fleming-Williams of CFM.","url":"https://www.jpmorgan.com/insights/podcast-hub/market-matters/alternative-data-insights","domain":"jpmorgan.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":240,"date":"2025-05-30","title":"Alternative Data Podcast","url":"https://shows.acast.com/the-alternative-data-podcast","author":"My Take: Mark Fleming-Williams also","domain":"shows.acast.com","section":"reading","topics":["Alt data industry"]},{"issue":240,"date":"2025-05-30","title":"Selling data and analytics to Wall Street","url":"https://www.linkedin.com/posts/danielcgoldberg_datastrategy-alternativedata-wallstreet-activity-7331304577088004096-5VYN?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAErRwwBcyzPyIHOC242r28BPyZ9VhwuBow","author":"Dan Goldberg","domain":"linkedin.com","section":"reading","topics":["Data monetization","Analytics & data science"]},{"issue":241,"date":"2025-06-06","title":"The Total Economic Impact Of Monte Carlo’s Data + AI Observability Platform","url":"https://info.montecarlodata.com/resources/forrester-total-economic-impact-data-and-ai-observability-report-pdf-access","author":"Monte Carlo","domain":"info.montecarlodata.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"This commissioned Forrester report focused on the ROI of deployed Monte Carlo’s platform. Not surprisingly, the report found in favor of engaging Monte Carlo, but the framework is of general interest, combining quantified benefits , like direct time savings, downtime reductions, direct reduction in cloud costs, with non-measurable benefits (unrelated, but related article from Stephen Haptonstahl Not everything valuable is measurable. June 2025)."},{"issue":241,"date":"2025-06-06","title":"The Success Metrics Layer","url":"https://cookingdata.substack.com/p/data-ecosystem-vision-board-success-metrics-layer","author":"Lior Barak","domain":"cookingdata.substack.com","section":"articles","topics":["Analytics & data science"],"take":"This article addresses how to measure “success”. There is an element of K.I.S.S. (Keep It Simple Stupid). Preferably binary metrics (i.e. Y/N)."},{"issue":241,"date":"2025-06-06","title":"Unlocking the Future of AI and Data: DataHub’s $35M Series B Journey","url":"https://datahub.com/blog/series-b-journey/","author":"Swaroop Jagadish and Shirshanka Das","pub":"Datahub","domain":"datahub.com","section":"articles","topics":["AI & LLMs","Deals & funding"],"take":"The article shares the idea of technical context, operational context, business & social context. When I think of context, I think of the machine/model/application … whatever … to understand what I want. And then deliver to me only that information. I just want it to be easy and obviously valuable."},{"issue":241,"date":"2025-06-06","title":"The data advantage: How web scraping and NLP give investors a decision-making edge","url":"https://www.businesstimes.com.sg/wealth/wealth-investing/data-advantage-web-scraping-nlp-give-investors-decision-making-edge-robeco","author":"Robeco","domain":"businesstimes.com.sg","section":"articles","topics":["Investing & hedge funds","Web scraping & web data"],"take":"Interesting interview with two people investing in AI companies. Some takeaways:"},{"issue":241,"date":"2025-06-06","title":"2025 Banking Survey: Technology","url":"https://kpmg.com/kpmg-us/content/dam/kpmg/pdf/2025/kpmg-banking-survey.pdf","author":"KPMG","domain":"kpmg.com","section":"articles"},{"issue":242,"date":"2025-06-13","title":"Why Data, Not AI, Is the Real Prize","url":"https://usmansheikh.com/post/why-data-not-ai-is-the-real-prize","author":"Usman Sheikh","domain":"usmansheikh.com","section":"articles","topics":["AI & LLMs"],"take":"I don’t have a great answer for where value accrues in this new world of AI. I am hearing about AI darling companies created around amazing products that, in a matter of weeks, become simple features of the big guys (watch this one, h/t Benn Stancil). What is your moat if your product just summarizes public information? A great UI?"},{"issue":242,"date":"2025-06-13","title":"Everyone’s Building with AI. But How Many Are Actually Seeing Value?","url":"https://atlan.com/know/ai-value-chasm/","author":"Prukalpa Sankar","domain":"atlan.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"This article touches on recent themes like ROI and the importance of context. To “cross the chasm” from experiment to value, firms are realizing the importance of metadata and making sure the AI systems understand the unique language of your business (i.e. what does “customer” mean?). This idea of Shifting Left means all the cleaning and organizing must happen earlier in the data lifecycle (see Chad Sanderson’s Shift Left Manifesto)."},{"issue":242,"date":"2025-06-13","title":"The Billion-Dollar Data Problem: Why Financial Firms Struggle with Unstructured Data","url":"https://www.automated-data.io/post/the-billion-dollar-data-problem-why-financial-firms-struggle-with-unstructured-data","author":"Adam Cardelli","domain":"automated-data.io","section":"articles","topics":["Investing & hedge funds","Data strategy & culture"],"take":"Everything can now be quantified & mined for insight. Once we automate data entry (see Brad Schneider’s article below), data organization, and data analysis, we will have reached nirvana where everything we do is translated into a signal of some sort … signal that is just seeking the highest bidder."},{"issue":242,"date":"2025-06-13","title":"To Create Value with AI, Improve the Quality of Your Unstructured Data","url":"https://hbr.org/2025/05/to-create-value-with-ai-improve-the-quality-of-your-unstructured-data","author":"Thomas Davenport, Roger Hoerl, and Thomas Redman","domain":"hbr.org","section":"reading","topics":["AI & LLMs"]},{"issue":242,"date":"2025-06-13","title":"The business value of a data science project","url":"https://haptonstahl.org/polimath/the-business-value-of-a-data-science-project/","author":"Stephen Haptonstahl","domain":"haptonstahl.org","section":"reading","topics":["Analytics & data science"]},{"issue":242,"date":"2025-06-13","title":"AI's Untapped Goldmine: Automating Data Entry","url":"https://www.nomad-data.com/blog/ais-untapped-goldmine-automating-data-entry","author":"Brad Schneider","domain":"nomad-data.com","section":"reading","topics":["AI & LLMs"]},{"issue":242,"date":"2025-06-13","title":"Which way from here?","url":"https://benn.substack.com/p/which-way-from-here","author":"Benn Stancil","domain":"benn.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":242,"date":"2025-06-13","title":"Part II: Why AI Agents & Copilots Will Unlock Trillion‑Dollar Value","url":"https://medium.com/@dawncapitalteam/part-ii-why-ai-agents-copilots-will-unlock-trillion-dollar-value-80308391ebe4","author":"Dawn Capital","domain":"medium.com","section":"reading","topics":["AI & LLMs"]},{"issue":242,"date":"2025-06-13","title":"Semantic layer for AI: let's not make the same mistakes we did with data catalogs","url":"https://journey.getsolid.ai/p/semantic-layer-for-ai-lets-not-make","author":"Yoni Lietersdorf","domain":"journey.getsolid.ai","section":"reading","topics":["AI & LLMs","Marketplaces & discovery"]},{"issue":242,"date":"2025-06-13","title":"How Alt-Data Like Weather & Twitter Sentiment Is Changing Betting Models: The New Frontier in Sports Wagering Analytics","url":"https://www.thespread.com/betting-articles/how-alt-data-like-weather-twitter-sentiment-is-changing-betting-models-the-new-frontier-in-sports-wagering-analytics/","author":"The Spread","domain":"thespread.com","section":"reading","topics":["Alt data industry","Analytics & data science"]},{"issue":242,"date":"2025-06-13","title":"Amassed Insights #4: MacroVolatility","url":"https://blog.amassinsights.com/amassed-insights-4-macrovolatility/","author":"Jordan Hauer","domain":"blog.amassinsights.com","section":"reading","topics":["Macro & economic signals"]},{"issue":242,"date":"2025-06-13","title":"CFPB Quietly Kills Rule to Shield Americans From Data Brokers","url":"https://www.wired.com/story/cfpb-quietly-kills-rule-to-shield-americans-from-data-brokers/","author":"Dell Cameron & Dhruv Mehrotra","domain":"wired.com","section":"reading","topics":["Marketplaces & discovery","Regulation, privacy & compliance"]},{"issue":242,"date":"2025-06-13","title":"Reimagining AI’s Role In Finance","url":"https://gfmag.com/features/reimagining-ais-role-in-finance/","author":"Laura Spinale","domain":"gfmag.com","section":"reading","topics":["AI & LLMs"]},{"issue":242,"date":"2025-06-13","title":"The Data Chief Podcast","url":"https://www.thoughtspot.com/data-chief/podcast","author":"Cindi Howson’s The Data Chief Podcast","domain":"thoughtspot.com","section":"reading","topics":["Data strategy & culture"],"take":"Data transformation is complex, more so in financial services. Ashwin shares three areas of focus for a major bank like Macquarie:"},{"issue":242,"date":"2025-06-13","title":"Trends – Artificial Intelligence (AI)","url":"https://www.bondcap.com/report/tai/#view/1","author":"Mary Meeker","domain":"bondcap.com","section":"reading","topics":["AI & LLMs"]},{"issue":242,"date":"2025-06-13","title":"Shift Left Manifesto","url":"https://dataproducts.substack.com/p/the-shift-left-data-manifesto","domain":"dataproducts.substack.com","section":"reading","topics":["Data governance & quality","Data engineering"]},{"issue":242,"date":"2025-06-13","title":"The Loneliness Economy of AI","url":"https://www.ai-supremacy.com/p/the-loneliness-economy-of-ai","author":"Michael Spencer & Wyndo","domain":"ai-supremacy.com","section":"reading","topics":["AI & LLMs","Macro & economic signals"]},{"issue":243,"date":"2025-06-20","title":"Meta’s Bet on Scale AI Is Just the Beginning of the AI Data Wars","url":"https://travismay.medium.com/metas-bet-on-scale-ai-is-just-the-beginning-of-the-ai-data-wars-209022d1f16d","author":"Travis May","domain":"travismay.medium.com","section":"articles","topics":["AI & LLMs"],"take":"“ Data Wars”. I like the way that sounds. There has been a massive increase in demand for data. Unfortunately, that increase in demand has not seemed to result in an increase in data price because the growth of data supply exceeds data demand."},{"issue":243,"date":"2025-06-20","title":"Can You Prove Your AI Moat?","url":"https://aipmguru.substack.com/p/can-you-prove-your-ai-moat","author":"Shaili Guru","domain":"aipmguru.substack.com","section":"articles","topics":["AI & LLMs"],"take":"The #1 way to prove your moat = proprietary data. Defined as “exclusive, flowing, usable data that competitors cannot easily replicate.”"},{"issue":243,"date":"2025-06-20","title":"How to Thrive as a Data Analyst in the Age of AI","url":"https://www.analytico.io/blog-post/?slug=data-analyst-ai-thrive","author":"Analytico","domain":"analytico.io","section":"articles","topics":["AI & LLMs","Analytics & data science"],"take":"I like the author’s optimistic view of the data analyst role. Find a few tasks to automate (Chapter 3), freeing up time to focus on higher-value tasks like building domain expertise and defining success metrics. spend your time doing more valuable & engaging work."},{"issue":243,"date":"2025-06-20","title":"In a world first, Brazilians will soon be able to sell their digital data","url":"https://restofworld.org/2025/brazil-dwallet-user-data-pilot/","author":"Gabriel Daros","domain":"restofworld.org","section":"reading","topics":["Data monetization","Regulation, privacy & compliance"]},{"issue":243,"date":"2025-06-20","title":"Data monetisation and beyond: Redefining the economics of data","url":"https://www.pwc.com/m1/en/publications/2025/docs/data-monetisation-and-beyond-redefine-the-economics-of-data.pdf","author":"Saed Alshaer & Mohdsalam Alhomran","pub":"PWC","domain":"pwc.com","section":"reading","topics":["Macro & economic signals"]},{"issue":243,"date":"2025-06-20","title":"Every CEO Is Writing the Same AI Memo. Here’s What They’re Really Saying.","url":"https://every.to/working-overtime/every-ceo-is-writing-the-same-ai-memo-here-s-what-they-re-really-saying","author":"Katie Parrott","domain":"every.to","section":"reading","topics":["AI & LLMs"]},{"issue":243,"date":"2025-06-20","title":"How Investment Firms Unify Alternative Data Management","url":"https://www.nomad-data.com/blog/how-investment-firms-unify-alternative-data-management","author":"Nomad","domain":"nomad-data.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":243,"date":"2025-06-20","title":"When the Model Isn’t the Problem: How Data Gaps Undermine AI Systems","url":"https://www.montecarlodata.com/blog-how-data-gaps-undermine-ai-systems/","author":"Elor Arieli","domain":"montecarlodata.com","section":"reading","topics":["AI & LLMs"]},{"issue":243,"date":"2025-06-20","title":"Lonne Jaffe","url":"https://www.linkedin.com/in/lonnejaffe/","author":"The Analytics Engineering Podcast","domain":"linkedin.com","section":"reading","topics":["Analytics & data science"],"take":"if it ain’t broke, don’t fix it"},{"issue":243,"date":"2025-06-20","title":"State of AI in Financial Services: 2025 Trends","url":"https://resources.nvidia.com/en-us-2025-fsi-survey/ai-financial-services","author":"Nvidia","domain":"resources.nvidia.com","section":"reading","topics":["AI & LLMs"]},{"issue":243,"date":"2025-06-20","title":"LEVERAGING LARGE LANGUAGE MODELS IN FINANCE: Pathways to Responsible Adoption","url":"https://www.esma.europa.eu/sites/default/files/2025-06/LLMs_in_finance_-_ILB_ESMA_Turing_Report.pdf","author":"ESMA","domain":"esma.europa.eu","section":"reading","topics":["AI & LLMs","Regulation, privacy & compliance"]},{"issue":243,"date":"2025-06-20","title":"Faster, Smarter, Cheaper: AI Is Reinventing Market Research","url":"https://a16z.com/ai-market-research/","author":"Zack Cohen & Seema Amble","domain":"a16z.com","section":"reading","topics":["AI & LLMs"]},{"issue":243,"date":"2025-06-20","title":"Boardy","url":"https://www.boardy.ai/","author":"AI experts. This persona can","domain":"boardy.ai","section":"reading","topics":["AI & LLMs"]},{"issue":244,"date":"2025-06-27","title":"Selling Data Part 2 - Packaging & Positioning","url":"https://solomonkahn.substack.com/p/selling-data-part-2-packaging-and","author":"Solomon Kahn","domain":"solomonkahn.substack.com","section":"articles","topics":["Data monetization"],"take":"Find part 1 here. “Data is only valuable to the extent that it solves a problem.” I like his idea of focusing on the 1-2 highest value use cases and delivering value. Identify whether your data is asset is unique, timely, and granular … then deeply understand what problem your data solves. Price & deliver accordingly. Easy, right?"},{"issue":244,"date":"2025-06-27","title":"Agentic banking: Architecting the \"single brain\"","url":"https://www.fintechfutures.com/ai-in-fintech/agentic-banking-architecting-the-single-brain","author":"Dharmesh Mistry","domain":"fintechfutures.com","section":"articles","topics":["AI & LLMs"],"take":"The author shares a comprehensive list of things to consider when evaluating agentic workflows, specifically banking workflows. There is enough work here to keep people busy for a generation."},{"issue":244,"date":"2025-06-27","title":"The first copyright ruling on generative AI training is a win for AI labs","url":"https://www.understandingai.org/p/the-first-copyright-ruling-on-generative","author":"Timothy B Lee","domain":"understandingai.org","section":"articles","topics":["AI & LLMs","Regulation, privacy & compliance"],"take":"As we think about monetizing data, moats, and where the most value flows with AI, we should watch these court rulings. There will be implications for data owners. This ruling was not definitive and still leaves some open questions."},{"issue":244,"date":"2025-06-27","title":"Your Brain on ChatGPT: Accumulation of Cognitive Debt when Using an AI Assistant for Essay Writing Task","url":"https://arxiv.org/pdf/2506.08872","author":"Several articles have been","domain":"arxiv.org","section":"articles","topics":["AI & LLMs"]},{"issue":244,"date":"2025-06-27","title":"Faster, Smarter, Cheaper: AI Is Reinventing Market Research","url":"https://a16z.com/ai-market-research/","author":"Zack Cohen & Seema Amble","domain":"a16z.com","section":"reading","topics":["AI & LLMs"]},{"issue":244,"date":"2025-06-27","title":"Meta’s Bet on Scale AI Is Just the Beginning of the AI Data Wars","url":"https://travismay.medium.com/metas-bet-on-scale-ai-is-just-the-beginning-of-the-ai-data-wars-209022d1f16d","author":"Travis May","domain":"travismay.medium.com","section":"reading","topics":["AI & LLMs"]},{"issue":244,"date":"2025-06-27","title":"AI in Quantitative Investing: JPMorgan’s D.A.V.I.D., BloombergGPT, and NL2SQL Challenges","url":"https://quantjourney.substack.com/p/ai-in-quantitative-investing-jpmorgans","author":"Jakub","domain":"quantjourney.substack.com","section":"reading","topics":["AI & LLMs","Investing & hedge funds"]},{"issue":244,"date":"2025-06-27","title":"KPMG launches KPMG Workbench: a multi-agent AI platform, transforming client delivery and ways of working across the global organization","url":"https://kpmg.com/xx/en/media/press-releases/2025/06/kpmg-launches-a-multi-agent-ai-platform-transforming-client-delivery-and-ways-of-working-across-the-global-organization.html?utm_source=www.ai-street.co&utm_medium=newsletter&utm_campaign=ai-expands-across-wall-street&_bhlid=c0f3af876857388d8d6d98dca05e90c2f1e3c3f8#:~:text=17%20June%202025%20%E2%80%93%20KPMG%20International,across%20all%20geographies%20and%20teams","author":"David Rowlands & Carl Carande","domain":"kpmg.com","section":"reading","topics":["AI & LLMs"]},{"issue":244,"date":"2025-06-27","title":"Leveraging Data-Driven Marketing In A Shifting Economy","url":"https://www.forbes.com/councils/forbesbusinesscouncil/2025/06/23/leveraging-data-driven-marketing-in-a-shifting-economy/","author":"Rob Sanchez","domain":"forbes.com","section":"reading","topics":["Data strategy & culture","Macro & economic signals"]},{"issue":244,"date":"2025-06-27","title":"Framing the Solution: Tracking the Real Impact of Tariffs with Alternative Data (Part II)","url":"https://thedatascore.substack.com/p/framing-the-solution-tracking-the-3b5","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":244,"date":"2025-06-27","title":"Strategic Data & AI Insights from a Former McKinsey CDO: Mohammed Aaser","url":"https://www.youtube.com/watch?v=9bl2rgJQ4CI&ab_channel=Expert%27sPathwithDamianPuodziunas","author":"Damian Puodziunas","domain":"youtube.com","section":"reading","topics":["AI & LLMs","Data strategy & culture"],"take":"Interesting view from the frontlines. How are businesses using data products? The key is to work backwards from the business problem."},{"issue":244,"date":"2025-06-27","title":"Peter's Data Law's","url":"https://peterbaumann.substack.com/p/peters-data-laws","author":"Peter Baumann","domain":"peterbaumann.substack.com","section":"reading","topics":["Data strategy & culture"]},{"issue":244,"date":"2025-06-27","title":"Big Apple Bound: Waymo Eyes Expansion into New York City","url":"https://www.thedriverlessdigest.com/p/big-apple-bound-waymo-eyes-expansion","author":"Harry Campbell","domain":"thedriverlessdigest.com","section":"reading","topics":["AI & LLMs"],"take":"“My take on the state of content marketing in 2025? It’s noisy, fragmented, and largely misunderstood. We're in an era where the tools have gotten better, but the intent has gotten worse. AI has made it easier than ever to create content, but it hasn’t made it easier to build trust, which is still the end goal. Trust takes time, and most content marketing programs look like shorter campaigns.”"},{"issue":245,"date":"2025-07-04","title":"Gaby Marano on data, AI & setting up your organization for success","url":"https://www.vettafi.com/insights/data-analytics-article-gaby-marano-on-data-ai-setting-up-your-organization-for-success","author":"VettaFi","domain":"vettafi.com","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"A common theme is trust (see last week’s ADW as well). It takes time to build trust, and it can be lost in a minute. Getting together with both the data teams and the business teams (marrying tech & domain expertise) ensures you are building data products and experiences that solve real-world problems."},{"issue":245,"date":"2025-07-04","title":"Why Document Processing Costs Are About To Collapse","url":"https://www.nomad-data.com/blog/why-document-processing-costs-are-about-to-collapse","author":"Brad Schneider","pub":"Nomad","domain":"nomad-data.com","section":"articles","topics":["AI & LLMs"],"take":"I came across this article as I was sitting in my doctor’s office waiting room. I had just finished using a pen, paper, and clipboard to fill out some insurance information (seriously… this still happens)."},{"issue":245,"date":"2025-07-04","title":"What makes a great data product?","url":"https://www.linkedin.com/pulse/welcome-issue-8-67-bricks-ltd-njroe/","author":"67 Bricks","domain":"linkedin.com","section":"articles","topics":["Data monetization"],"take":"The idea is that you need to provide answers, not data. This resonated with me. People just want the answer. If you can do this consistently & deliver value, you will be in a good spot."},{"issue":245,"date":"2025-07-04","title":"227 Sources of Alternative Data Content","url":"https://blog.amassinsights.com/alt-data-industry-rss-feeds/","domain":"blog.amassinsights.com","section":"articles","topics":["Alt data industry"]},{"issue":245,"date":"2025-07-04","title":"Time to modernize.","url":"https://www.linkedin.com/posts/kevinpetrietech_data-ai-realtime-activity-7340839301678551040-jJo5/","author":"Kevin Petrie","domain":"linkedin.com","section":"reading","topics":["Data engineering"]},{"issue":245,"date":"2025-07-04","title":"How quickly should you be able to get your backtest results?","url":"https://mydataoutlet.com/how-quickly-should-you-be-able-to-get-your-backtest-results/","author":"My Data Outlet","domain":"mydataoutlet.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":245,"date":"2025-07-04","title":"Kill Your Data Silos, Not Your Data Team","url":"https://stormking.substack.com/p/kill-your-data-silos-not-your-data","author":"Dan Evans","pub":"Storm King Analytics","domain":"stormking.substack.com","section":"reading","topics":["Data engineering","Analytics & data science"]},{"issue":245,"date":"2025-07-04","title":"World of DaaS Roundtable Recap: The New GTM Stack in DaaS","url":"https://www.worldofdaas.com/p/world-of-daas-roundtable-recap-the-new-gtm-stack-in-daas","author":"The World","pub":"DaaS","domain":"worldofdaas.com","section":"reading","topics":["Data monetization"]},{"issue":245,"date":"2025-07-04","title":"Reimagining Data Governance for AI","url":"https://www.afd.fr/en/ressources/reimagining-data-governance-ai","author":"Peter Addo, Adam Zable, Andrew Zahuranec, Stefan Verhulst","domain":"afd.fr","section":"reading","topics":["AI & LLMs","Data governance & quality"]},{"issue":245,"date":"2025-07-04","title":"Generative AI Explained: The Technology Behind ChatGPT and Content Creation","url":"https://aipmguru.substack.com/p/generative-ai-explained-the-technology","author":"Shaili Guru","domain":"aipmguru.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":245,"date":"2025-07-04","title":"Musk’s X Settles Data-Scraping Dispute Against Israeli Data Firm","url":"https://news.bloomberglaw.com/ip-law/musks-x-settles-data-scraping-dispute-against-israeli-data-firm","author":"Kyle Jahner","domain":"news.bloomberglaw.com","section":"reading","topics":["Web scraping & web data"]},{"issue":245,"date":"2025-07-04","title":"Gerard Francis, JP Morgan Chase & Carl Perry, Snowflake | Snowflake Summit 2025","url":"https://www.youtube.com/watch?app=desktop&v=QEdZgAAZa44&list=PLenh213llmcaV2hTiXAnrCvwcnHIv67LX&index=10&ab_channel=SiliconANGLEtheCUBE","author":"The Cube","domain":"youtube.com","section":"reading","topics":["Data engineering","Events & community"],"take":"Great to hear from the front lines. How are big companies like JPM thinking about (and executing on) data & AI projects?"},{"issue":245,"date":"2025-07-04","title":"Issue #46 – Dealing with the Difficulties of Data Ownership","url":"https://thedataecosystem.substack.com/p/issue-46-data-ownership","author":"Dylan Anderson","domain":"thedataecosystem.substack.com","section":"reading","topics":["Data governance & quality"]},{"issue":246,"date":"2025-07-11","title":"The Real Work of AI Isn’t Cleaning Your Data - Its Cleaning Your House","url":"https://www.linkedin.com/posts/wernicke_the-real-work-of-ai-isnt-cleaning-your-datait-activity-7345530980562022402-svyp/","author":"Sebastian Wernicke","domain":"linkedin.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"Similar to the “shift left” idea from Gable, data quality happens well before data is ready to be used in an application, data quality happens (or should happen) when you get the “basics” in place … like agreeing on naming conventions, the sources, and governance processes."},{"issue":246,"date":"2025-07-11","title":"Data as a strategic asset","url":"https://theodi.org/news-and-events/blog/data-as-a-strategic-asset/#main","author":"Emma Thwaites","pub":"the Open Data Institute","domain":"theodi.org","section":"articles","topics":["Data monetization","Macro & economic signals"],"take":"The understanding of data’s value is shifting from a “ simple byproduct ” of normal business activity, to a strategic asset. The UK Government published Modern Industrial Strategy, a title that does not indicate to the prospective reader that the paper has anything to do with data. But a key part of the 116-page (!) document is to “Capitalise on the value of UK data by treating it as an economic asset, enabling the use of high-quality data across the private and public sectors, extending Smart Data initiatives into relevant Industrial Strategy sectors, and establishing a clear framework to value and license public sector data assets.”(p. 12)."},{"issue":246,"date":"2025-07-11","title":"If Your AI Is Hallucinating, Don’t Blame the AI","url":"https://www.unite.ai/if-your-ai-is-hallucinating-dont-blame-the-ai/","author":"Omri Shtayer","domain":"unite.ai","section":"articles","topics":["AI & LLMs"],"take":"Garbage in = garbage out. Having the models run on the right data is a key. Create agents that tell you when they are not sure or don’t have access to the required information (show the work & increase trust!)."},{"issue":246,"date":"2025-07-11","title":"How a data-processing problem at Lyft became the basis for Eventual","url":"https://techcrunch.com/2025/06/24/how-a-data-processing-problem-at-lyft-became-the-basis-for-eventual/","author":"Rebecca Szkutak","domain":"techcrunch.com","section":"articles","topics":["Data engineering"]},{"issue":246,"date":"2025-07-11","title":"Summer Inspiration: Books, Podcasts, and Newsletters Shaping Data and Investing","url":"https://thedatascore.substack.com/p/inside-my-summer-stack-books-podcasts","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":246,"date":"2025-07-11","title":"Why \"Context‑Free\" AI Feels Like a Genius With Amnesia","url":"https://www.analytico.io/blog-post/?slug=context-aware-ai","author":"Analytico","domain":"analytico.io","section":"reading","topics":["AI & LLMs"]},{"issue":246,"date":"2025-07-11","title":"Business AI: How AI Gets Applied in the Real World","url":"https://aipmguru.substack.com/p/business-ai-how-ai-gets-applied-in","author":"Shaili Guru","domain":"aipmguru.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":246,"date":"2025-07-11","title":"New Approaches to Constructing Economic Statistics","url":"https://www.nber.org/programs-projects/projects-and-centers/8849-new-approaches-constructing-economic-statistics?page=1&perPage=50","author":"Karen Dynan & Matthew Shapiro","domain":"nber.org","section":"reading","topics":["Analytics & data science","Macro & economic signals"]},{"issue":246,"date":"2025-07-11","title":"Data Cleansing for Dummies","url":"https://dataengineeringcentral.substack.com/p/data-cleansing-for-dummies","author":"Daniel Beach","domain":"dataengineeringcentral.substack.com","section":"reading","topics":["Data engineering","Data governance & quality"]},{"issue":246,"date":"2025-07-11","title":"Flaming June - Asymmetrix Newsletter #73","url":"https://asymmetrixintelligence.substack.com/p/flaming-june-asymmetrix-newsletter","author":"Alex Boden","domain":"asymmetrixintelligence.substack.com","section":"reading","topics":["Deals & funding"]},{"issue":246,"date":"2025-07-11","title":"Data Consumption is Changing","url":"https://www.mattober.co/p/data-consumption-is-changing-ac35","author":"Matt Ober","domain":"mattober.co","section":"reading","topics":["Alt data industry"]},{"issue":246,"date":"2025-07-11","title":"In a world first, Brazilians will soon be able to sell their digital data","url":"https://restofworld.org/2025/brazil-dwallet-user-data-pilot/","author":"Gabriel Daaros","domain":"restofworld.org","section":"reading","topics":["Data monetization","Regulation, privacy & compliance"]},{"issue":246,"date":"2025-07-11","title":"Why Many Alternative Data Vendors Fail to Gain Traction and What the Best Do Differently","url":"https://altdatamarketing.com/why-alternative-data-vendors-fail/","author":"Aiden McDonnell","pub":"Alt Data Marketing","domain":"altdatamarketing.com","section":"reading","topics":["Alt data industry","Marketplaces & discovery"]},{"issue":246,"date":"2025-07-11","title":"Trading Insights: Data in the discretionary investment process with AKO Capital’s CEO","url":"https://www.youtube.com/watch?v=aRhQ_VXUprs&list=PLSiLSqyUGDCtvJzkXsLoMuESKb1m90nQQ&index=4&ab_channel=jpmorgan","author":"JP Morgan’s Making Sense Podcast","domain":"youtube.com","section":"reading","topics":["Investing & hedge funds"],"take":"I am curious about how data is used in discretionary investment processes. The interviewee seeks out industrialize-able and repeatable processes…plus human insight. The process is there to prevent us from making big mistakes."},{"issue":246,"date":"2025-07-11","title":"The must-listen perspectives on data and AI","url":"https://delphinaai.substack.com/p/the-must-listen-perspectives-on-data","author":"Duncan Gilchrest and Jeremy Hermann","domain":"delphinaai.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":246,"date":"2025-07-11","title":"Better data + getting more quantitative = a solution to missed forecasts","url":"https://www.linkedin.com/posts/mattharneylinkedin_event-preview-with-new-alt-data-research-activity-7345464734604804098-RqUB/?utm_source=share&utm_medium=member_ios&rcm=ACoAAAErRwwBcyzPyIHOC242r28BPyZ9VhwuBow","author":"Matt Harney","domain":"linkedin.com","section":"reading","topics":["Investing & hedge funds","Analytics & data science"]},{"issue":247,"date":"2025-07-18","title":"Unleashing a Financially Inclusive Future","url":"https://www.federalreserve.gov/newsevents/speech/bowman20250715a.htm","domain":"federalreserve.gov","section":"articles","topics":["Alt data industry"],"take":"Ms Bowman cites “…banks' use of alternative data, which can enable banks to provide services like affordable small-dollar loans or to provide access to credit invisibles who may not have access to loans and other financial services from traditional lenders”"},{"issue":247,"date":"2025-07-18","title":"AI is Leveling the Playing Field For Beauty. Are You in the Game?","url":"https://www.mytotalretail.com/article/ai-is-leveling-the-playing-field-for-beauty-are-you-in-the-game/","author":"Philip Smolin, CEO & co-founder","pub":"Total Retail","domain":"mytotalretail.com","section":"articles","topics":["AI & LLMs","Alt data industry"],"take":"The author cites alternative data as a new source of input for AI models."},{"issue":247,"date":"2025-07-18","title":"SaaS 2.0","url":"https://benn.substack.com/p/saas-20","author":"Benn Stancil","domain":"benn.substack.com","section":"articles","topics":["AI & LLMs"],"take":"SaaS is going to change. This will take years of slow change, but change will happen. AI will provide incremental headwinds for traditional SaaS companies. SaaS is just a system of record database with a UI on top . The UI will change, and it will be much easier to customize to your individual workflow. Salespeople hate the system of record because it requires data entry & gives their boss an accountability tool. Good salespeople should be focused on action: sending emails, doing meetings, schmoozing prospects … not data entry. The data should enter itself, be analyzed, with the needed feedback delivered where it is most needed (“hey salesperson…do this next!”)."},{"issue":247,"date":"2025-07-18","title":"AI Will Reshape 40% of Banking Work by 2030","url":"https://www.thoughtlinks.net/insights/ai-to-transform-banking-work-by-2030-says-sumeet-chabria","author":"Sumeet Chabria","domain":"thoughtlinks.net","section":"reading","topics":["AI & LLMs"]},{"issue":247,"date":"2025-07-18","title":"Reimagining Insurance Claims Management: Great American Insurance Group Accelerates Complex Claims with AI","url":"https://www.nomad-data.com/blog/webinar-replay-reimagining-insurance-claims-management-great-american-insurance-group-accelerates-complex-claims-with-ai","author":"Brad Schneider","domain":"nomad-data.com","section":"reading","topics":["AI & LLMs"]},{"issue":247,"date":"2025-07-18","title":"The Data ROI Paradox","url":"https://cookingdata.substack.com/p/data-flavors-14-roi-paradox-why-data-teams-struggle-business-impact","author":"Lior Barak","domain":"cookingdata.substack.com","section":"reading","topics":["Data strategy & culture"]},{"issue":247,"date":"2025-07-18","title":"Why Your AI Tools Aren’t Delivering — And How to Move from Cages to Capability","url":"https://stormking.substack.com/p/why-your-ai-tools-arent-delivering","author":"Dan Evans","domain":"stormking.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":247,"date":"2025-07-18","title":"S&P Global and Anthropic Announce Collaboration to Bring Trusted Financial Data into Claude","url":"https://blog.kensho.com/s-p-global-and-anthropic-announce-collaboration-to-bring-trusted-financial-data-into-claude-3c582858bebe","author":"Kensho","domain":"blog.kensho.com","section":"reading","topics":["AI & LLMs","Market data & terminals"]},{"issue":247,"date":"2025-07-18","title":"How AI agents got good at using tools","url":"https://www.understandingai.org/p/how-ai-agents-got-good-at-using-tools","author":"Timothy B. Lee","domain":"understandingai.org","section":"reading","topics":["AI & LLMs"]},{"issue":247,"date":"2025-07-18","title":"What I learned trying seven coding agents","url":"https://www.understandingai.org/p/what-i-learned-trying-seven-coding","author":"Timothy B. Lee","domain":"understandingai.org","section":"reading","topics":["AI & LLMs"]},{"issue":247,"date":"2025-07-18","title":"Our Data Marketplace Usage Grew 15 to 20x in Just 18 Months — Citizens Financial CDAO","url":"https://www.cdomagazine.tech/data-management/our-data-marketplace-usage-grew-15-to-20x-in-just-18-months-citizens-financial-cdao","author":"CDO Magazine podcast","domain":"cdomagazine.tech","section":"reading","topics":["Marketplaces & discovery","Data strategy & culture"],"take":"Interesting conversation between these two. Of most interest to me was the impressive data culture at Citizens. The usage of an internal “data marketplace” is up 15-20x in 18 months (what engagement!)."},{"issue":248,"date":"2025-07-25","title":"Redefining AI-Ready Data for Production","url":"https://www.montecarlodata.com/redefining-ai-ready-data/","author":"Shane Murray","pub":"Monte Carlo","domain":"montecarlodata.com","section":"articles","topics":["AI & LLMs","Data engineering"],"take":"There is no finish line. Getting ready is an iterative process with the ultimate goal being trust , and data teams are critical enablers of trustworthy AI."},{"issue":248,"date":"2025-07-25","title":"Strategic Data Leadership","url":"https://peterbaumann.substack.com/p/strategic-data-leadership","author":"Peter Baumann","domain":"peterbaumann.substack.com","section":"articles","topics":["Data strategy & culture"],"take":"This kind of thinking makes a ton of sense to me. I see big, well-known companies struggle to get new tools into workflows for a host of reasons, but rarely is it that the “tech doesn’t work”. The hurdle is not having domain expertise or employees struggling to adjust to changes in workflows (the benefit needs to be blatantly obvious)."},{"issue":248,"date":"2025-07-25","title":"Perfect data, broken workflows.","url":"https://www.linkedin.com/posts/usmans_perfect-data-broken-workflows-youve-activity-7350470819086483459-pVhu/","author":"Usman Sheikh","domain":"linkedin.com","section":"articles","topics":["Data strategy & culture"],"take":"Deeply understanding the operations of your business is important. Not just understanding the operations. Deeply understanding how things get done."},{"issue":248,"date":"2025-07-25","title":"Dumb Money","url":"https://hypersoren.xyz/posts/dumb-money/","author":"Soren Larson","domain":"hypersoren.xyz","section":"reading","topics":["Investing & hedge funds"]},{"issue":248,"date":"2025-07-25","title":"OpenAI is building the Next AI Operating System","url":"https://www.ai-supremacy.com/p/openai-is-building-an-ai-operating-system","author":"Michael Spencer","domain":"ai-supremacy.com","section":"reading","topics":["AI & LLMs"]},{"issue":248,"date":"2025-07-25","title":"Agentic Workflows: Overcoming Current Limitations","url":"https://www.vianexus.com/agentic-workflows-overcoming-current-limitations/","author":"Pedro Aguayo","domain":"vianexus.com","section":"reading","topics":["AI & LLMs"]},{"issue":248,"date":"2025-07-25","title":"SaaS 2.0","url":"https://benn.substack.com/p/saas-20","author":"Benn Stancil","domain":"benn.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":248,"date":"2025-07-25","title":"An ODI European Data and AI Policy Manifesto","url":"https://theodi.cdn.ngo/media/documents/An_ODI_European_Data_and_AI_Policy_Manifesto.pdf","author":"The Open Data Institute","domain":"theodi.cdn.ngo","section":"reading","topics":["AI & LLMs"]},{"issue":248,"date":"2025-07-25","title":"What people are vibe coding (and actually using)","url":"https://www.lennysnewsletter.com/p/what-people-are-vibe-coding-and-actually","author":"Lenny Rachitsky","domain":"lennysnewsletter.com","section":"reading","topics":["AI & LLMs"]},{"issue":248,"date":"2025-07-25","title":"Before you scale your AI, read this","url":"https://gradientflow.substack.com/p/before-you-scale-your-ai-read-this","author":"Ben Lorica","domain":"gradientflow.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":248,"date":"2025-07-25","title":"David Bryson, Principal Competitive Intelligence Manager at Splunk","url":"https://prompts.tinytechguides.com/p/how-ai-killed-traditional-competitive","author":"David Sweenor","pub":"Data Faces Podcast","domain":"prompts.tinytechguides.com","section":"reading","topics":["AI & LLMs"],"take":"Interesting conversation about how AI is changing the world of CI (Competitive Intelligence)."},{"issue":248,"date":"2025-07-25","title":"The Four Great Leaps in Geospatial Technology: Why AI is the Most Transformative Leap Yet","url":"https://www.linkedin.com/pulse/four-great-leaps-geospatial-technology-why-ai-most-bryson-cip-ii-tdqac/","domain":"linkedin.com","section":"reading","topics":["AI & LLMs","Geospatial & location"]},{"issue":248,"date":"2025-07-25","title":"Issue #49 – Implementing Effective Data Governance","url":"https://thedataecosystem.substack.com/p/issue-49-implementing-data-governance","author":"Dylan Anderson","domain":"thedataecosystem.substack.com","section":"reading","topics":["Data governance & quality"]},{"issue":248,"date":"2025-07-25","title":"Newsletter #2: When Everything Goes Wrong at the Worst Possible Moment","url":"https://cookingdata.substack.com/p/newsletter-2-data-team-stress-communication-breakthrough","domain":"cookingdata.substack.com","section":"reading","topics":["Data strategy & culture"]},{"issue":248,"date":"2025-07-25","title":"10 Things I Believe About the Future","url":"https://decision.substack.com/p/10-things-i-believe-about-the-future","author":"Cassie Kozyrkov","domain":"decision.substack.com","section":"reading","topics":["People & careers"],"take":"Choosing is hard. You can focus on anything. But your time & attention are extremely valuable resources. What is the highest and best use of your time, talent, and treasure?"},{"issue":249,"date":"2025-08-01","title":"#51 - One KPI To Rule Them All (Part 1/2)","url":"https://www.jaserbk.com/p/51-one-kpi-to-rule-them-all-part","author":"JaserBK","domain":"jaserbk.com","section":"articles","topics":["Analytics & data science"],"take":"Adoption. Are people using the tool you are giving them? If so, you are winning, and the user’s usage will show you what you need to know. If you waste people’s time, you’ll lose. If your tool is only used because a senior manager says you have to use it … at best, you’ll have begrudging users. Create a great product that solves real problems and makes people’s lives better (see below for more “sales” thoughts). Part 2/3 here."},{"issue":249,"date":"2025-08-01","title":"It's all sales","url":"https://ramsey.beehiiv.com/p/it-s-all-sales-ed96955ef114cd6f","author":"Ramsey Shaffer","domain":"ramsey.beehiiv.com","section":"articles","take":"It is all sales. Even the best products will die without distribution. Rarely is the product that good…this happens so rarely that when it does, it is the exception that proves the rule."},{"issue":249,"date":"2025-08-01","title":"AI Action Plan","url":"https://www.ai.gov/action-plan","author":"The US Government","domain":"ai.gov","section":"articles","topics":["AI & LLMs"],"take":"Only 28 pages, which is short by government standards. There is a lot here, but I’ll focus on the data piece. Much like the UK government’s release, the value of data is acknowledged front and center."},{"issue":249,"date":"2025-08-01","title":"Everyone is crazy now","url":"https://benn.substack.com/p/everyone-is-crazy-now","author":"Benn Stancil","domain":"benn.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":249,"date":"2025-08-01","title":"Beyond Extraction: Why Document Scraping Isn’t Just Web Scraping for PDFs","url":"https://www.nomad-data.com/blog/beyond-extraction-why-document-scraping-isnt-just-web-scraping-for-pdfs","author":"Brad Schneider","domain":"nomad-data.com","section":"reading","topics":["Web scraping & web data"]},{"issue":249,"date":"2025-08-01","title":"Amassed Insights #5: AI in Investing","url":"https://blog.amassinsights.com/amassed-insights-5-ai-in-investing/","author":"Jordan Hauer","domain":"blog.amassinsights.com","section":"reading","topics":["AI & LLMs"]},{"issue":249,"date":"2025-08-01","title":"Improving Data Ingest for AI","url":"https://medium.com/@jgfriedman99/improving-data-ingest-for-ai-6d54710962b8","author":"John Friedman","domain":"medium.com","section":"reading","topics":["AI & LLMs"]},{"issue":249,"date":"2025-08-01","title":"Databricks and the Future of Data","url":"https://www.generativevalue.com/p/databricks-and-the-future-of-data-369","author":"Eric Flaningam","domain":"generativevalue.com","section":"reading","topics":["Data engineering"]},{"issue":249,"date":"2025-08-01","title":"AI Is Quietly Rewriting Work—Here’s What You Need to Know","url":"https://gradientflow.substack.com/p/ai-is-quietly-rewriting-workheres","author":"Ben Lorica","domain":"gradientflow.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":249,"date":"2025-08-01","title":"Avoiding Common Sense Pitfalls: How Many Alternative Data Products Fail Simple Sanity Checks","url":"https://thedatascore.substack.com/p/avoiding-common-sense-pitfalls-how","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Alt data industry","Data monetization"]},{"issue":249,"date":"2025-08-01","title":"Prukalpa Sankar is the co-founder and CEO of Atlan.","url":"https://www.safegraph.com/podcasts","author":"Auren Hoffman","domain":"safegraph.com","section":"reading","topics":["Data governance & quality"],"take":"Another great interview from Auren. The is a ton of stuff I’d like to share."},{"issue":249,"date":"2025-08-01","title":"The Substack AI Report","url":"https://on.substack.com/p/the-substack-ai-report","author":"Arielle Swedback","domain":"on.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":249,"date":"2025-08-01","title":"Thoughts on Substack's Creator AI Report","url":"https://www.ai-supremacy.com/p/thoughts-on-substack-creator-ai-report","domain":"ai-supremacy.com","section":"reading","topics":["AI & LLMs"]},{"issue":250,"date":"2025-08-08","title":"Omri Shtayer on AI Agents and Data-Driven Growth","url":"https://martechedge.com/interview/omri-shtayer-on-ai-agents-and-data-driven-growth","author":"Martech Edge","domain":"martechedge.com","section":"articles","topics":["AI & LLMs","Data strategy & culture"],"take":"The data feeding into the AI agent will make your agent a useful tool. There is a TON of noise in the market for agents right now. Customers are sifting through what is real & what is not. Drive value. Drive adoption."},{"issue":250,"date":"2025-08-08","title":"Facteus and Carbon Arc Partner to Democratize Consumer Transaction Data with On-Demand, Consumption-Based Model","url":"https://martechseries.com/predictive-ai/ai-platforms-machine-learning/facteus-and-carbon-arc-partner-to-democratize-consumer-transaction-data-with-on-demand-consumption-based-model/?utm_source=hootsuite&utm_medium=facebook&utm_term=martech+series&utm_content=c1e07af2-cae8-4b79-b3a6-65f0f5db1039&utm_campaign=Organic","domain":"martechseries.com","section":"articles","topics":["Transaction & consumer data","ESG & climate"],"take":"This is a big deal when it comes to democratizing access to data. Consumer transaction data is “table stakes” for serious investors, but it was only available to the biggest firms given the cost of both the data itself & the cost of processing the data for insights."},{"issue":250,"date":"2025-08-08","title":"Can analysis ever be automated?","url":"https://benn.substack.com/p/can-analysis-ever-be-automated","author":"Benn Stancil","domain":"benn.substack.com","section":"articles","topics":["AI & LLMs"],"take":"Relating this article to this cool video from Anthropic: Claude for Financial Services Keynote. At minute 22:00, the AI does the entire analysis for the jr banker/analyst. They then have the information pulled into the standard format, and then the analysis is delivered to the PM with a buy/sell recommendation."},{"issue":250,"date":"2025-08-08","title":"Data is actually not a great VC-backed business","url":"https://auren.substack.com/p/data-is-actually-not-a-great-vc-backed","domain":"auren.substack.com","section":"articles","topics":["Data monetization"]},{"issue":250,"date":"2025-08-08","title":"Sink or Schwim- An LSEG Saga","url":"https://theterminalist.substack.com/p/sink-or-schwim-an-lseg-saga","author":"The Terminalist","domain":"theterminalist.substack.com","section":"reading","topics":["Market data & terminals"]},{"issue":250,"date":"2025-08-08","title":"#52 - One KPI to Rule Them All - Part 2/3","url":"https://www.jaserbk.com/p/52-one-kpi-to-rule-them-all-part","author":"JaserBK","domain":"jaserbk.com","section":"reading","topics":["Analytics & data science"]},{"issue":250,"date":"2025-08-08","title":"LLM Training Data: Meet Poli","url":"https://www.bcmstrategy2.com/post/llm-training-data","author":"Barbara Matthews","domain":"bcmstrategy2.com","section":"reading","topics":["AI & LLMs"]},{"issue":250,"date":"2025-08-08","title":"B2B Blogging is Back: Why Content Marketing Still Matters in the Age of AI Chatbots","url":"https://newsletter.evolve-iq.com/p/b2b-blogging-is-back-why-content-marketing-still-matters-in-the-age-of-ai-chatbots-7626","author":"Jorge Alvarez","domain":"newsletter.evolve-iq.com","section":"reading","topics":["AI & LLMs"]},{"issue":250,"date":"2025-08-08","title":"Anyone Else Struggling to Keep Up With Data Tools","url":"https://seattledataguy.substack.com/p/anyone-else-struggling-to-keep-up","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"reading","topics":["Data engineering"]},{"issue":250,"date":"2025-08-08","title":"How Salesforce Uses Data Cloud To Solve Its Customers’ AI Last Mile Problem","url":"https://vinvashishta.substack.com/p/how-salesforce-uses-data-cloud-to","author":"Vin Vashishta","domain":"vinvashishta.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":250,"date":"2025-08-08","title":"From Chaos to Clarity: Making SEC Filings LLM-Ready","url":"https://blueskydataplatform.com/from-chaos-to-clarity-making-sec-filings-llm-ready/","author":"Dilpreet Kaur","domain":"blueskydataplatform.com","section":"reading","topics":["AI & LLMs","Regulation, privacy & compliance"]},{"issue":250,"date":"2025-08-08","title":"Pinsky Folds: What Yipit’s Stipulated Judgment Means for M Science—and Jefferies","url":"https://casewatcher.substack.com/p/pinsky-folds-what-yipits-stipulated","author":"Casewatcher","domain":"casewatcher.substack.com","section":"reading","topics":["Alt data industry","Regulation, privacy & compliance"]},{"issue":250,"date":"2025-08-08","title":"A Bayesian Approach to Data-Driven Insights","url":"https://thedatascore.substack.com/p/a-bayesian-approach-to-data-driven","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Data strategy & culture"]},{"issue":250,"date":"2025-08-08","title":"Sequentum: Tackling the Complex World of WebData Extraction at Scale.","url":"https://www.cioreview.com/sequentum","author":"CIO Review","domain":"cioreview.com","section":"reading","topics":["Web scraping & web data"]},{"issue":250,"date":"2025-08-08","title":"How ScalePost’s Ahmed Malik is building an AI survival strategy for media","url":"https://www.youtube.com/watch?v=4HHO422DnQI&ab_channel=TheMediaCopilot","author":"The Media Copilot","domain":"youtube.com","section":"reading","topics":["AI & LLMs"],"take":"This is a good discussion about the intersection of AI and media. There is a massive change happening in real time. Scalepost is like a mediator between content companies and AI companies."},{"issue":250,"date":"2025-08-08","title":"Working with AI: Measuring the Occupational Implications of Generative AI∗","url":"https://arxiv.org/pdf/2507.07935","author":"A series","pub":"Microsoft researchers","domain":"arxiv.org","section":"reading","topics":["AI & LLMs"]},{"issue":251,"date":"2025-08-15","title":"Software 3.0: From Spreadsheets to the Cloud, to Agentic AI","url":"https://www.moduleq.com/software-3.0","author":"Stan Altschuller and Charles Poliacof","domain":"moduleq.com","section":"articles","topics":["AI & LLMs"],"take":"This is a thought-provoking article that breaks down how AI systems will change the way we work."},{"issue":251,"date":"2025-08-15","title":"Moody's and S&P Global's Decade of Declining Performance: Time to Reassess Ratings Agencies","url":"https://www.ainvest.com/news/moody-global-decade-declining-performance-time-reassess-ratings-agencies-2507/","author":"AInvest","domain":"ainvest.com","section":"articles","topics":["Market data & terminals"],"take":"While this is an area ripe for disruption, the fact that these rating agencies still exist 17 years after the 2008 Financial Crisis is a demonstration of just how ingrained these organizations are in the financial system."},{"issue":251,"date":"2025-08-15","title":"Your Biz is Not Growing Because Your KPIs Confuse More Than They Clarify","url":"https://nickvaliotti.substack.com/p/your-biz-is-not-growing-because-your","author":"Nick Valiotto","domain":"nickvaliotti.substack.com","section":"articles","topics":["Analytics & data science"],"take":"I like this quote: “ If it’s not showing you where to steer, it’s not a KPI. It’s a rearview mirror. ” This reminds me of the recent series of posts from JaserBK about KPIs. Keep it simple. Understand what you are trying to accomplish and make sure you are asking the right question ( a recurring theme in recent weeks)."},{"issue":251,"date":"2025-08-15","title":"The Cost of Costing Nothing","url":"https://databased.pedramnavid.com/p/the-cost-of-costing-nothing","author":"Pedram Navid","domain":"databased.pedramnavid.com","section":"articles","topics":["AI & LLMs"]},{"issue":251,"date":"2025-08-15","title":"AI Compliance Costs Are Creating Permanent Winners","url":"https://www.nomad-data.com/blog/ai-compliance-costs-are-creating-permanent-winners","author":"Brad Schneider","domain":"nomad-data.com","section":"reading","topics":["AI & LLMs","Regulation, privacy & compliance"]},{"issue":251,"date":"2025-08-15","title":"Anyone Else Struggling to Keep Up With Data Tools","url":"https://seattledataguy.substack.com/p/anyone-else-struggling-to-keep-up","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"reading","topics":["Data engineering"]},{"issue":251,"date":"2025-08-15","title":"Why Most Dashboards Fail Before They're Built","url":"https://nickvaliotti.substack.com/p/why-most-dashboards-fail-before-theyre","author":"Nick Valiotti","domain":"nickvaliotti.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":251,"date":"2025-08-15","title":"The Smart Squeeze","url":"https://hypersoren.xyz/posts/smart-squeeze/","author":"Soren Larson","domain":"hypersoren.xyz","section":"reading"},{"issue":251,"date":"2025-08-15","title":"Beyond the Hype: How Structured Data Can Save AI Financial Analysis","url":"https://www.xbrl.org/beyond-the-hype-how-structured-data-can-save-ai-financial-analysis/","author":"John Turner","pub":"XBRL","domain":"xbrl.org","section":"reading","topics":["AI & LLMs"]},{"issue":251,"date":"2025-08-15","title":"The more advanced AI models get, the better they are at deceiving us — they even know when they're being tested","url":"https://www.livescience.com/technology/artificial-intelligence/the-more-advanced-ai-models-get-the-better-they-are-at-deceiving-us-they-even-know-when-theyre-being-tested","author":"Roland Moore-Colyer","domain":"livescience.com","section":"reading","topics":["AI & LLMs"]},{"issue":251,"date":"2025-08-15","title":"Will Alt Data Become Saturated In Financial Markets","url":"https://www.youtube.com/watch?v=2Bl0wr209Cs&ab_channel=AdrienNav","author":"Adrien Nav","pub":"Ticker Trends","domain":"youtube.com","section":"reading","topics":["Alt data industry","Transaction & consumer data"],"take":"What is the viability of Alternative Data long term? Basic types of Alternative Data are table stakes. Everyone knows what the basic credit card estimate panels are indicating to the market."},{"issue":251,"date":"2025-08-15","title":"The Alternative Data Goldrush","url":"https://www.youtube.com/shorts/aUFKvKh0sWg","domain":"youtube.com","section":"reading","topics":["Alt data industry"]},{"issue":251,"date":"2025-08-15","title":"Intelligence at scale: Data monetization in the age of gen AI","url":"https://www.mckinsey.com/capabilities/business-building/our-insights/intelligence-at-scale-data-monetization-in-the-age-of-gen-ai","author":"McKinsey","domain":"mckinsey.com","section":"reading","topics":["AI & LLMs","Data monetization"]},{"issue":252,"date":"2025-08-22","title":"Study: Generative AI results depend on user prompts as much as models","url":"https://mitsloan.mit.edu/ideas-made-to-matter/study-generative-ai-results-depend-user-prompts-much-models","author":"Seb Murray","domain":"mitsloan.mit.edu","section":"articles","topics":["AI & LLMs"],"take":"I might go as far as to say the question (prompt) is the moat. Key skills in the future will be domain expertise and knowing the right question to ask at the right time."},{"issue":252,"date":"2025-08-22","title":"The data flywheel effect in AI model improvement","url":"https://gradientflow.substack.com/p/the-data-flywheel-effect-in-ai-model","author":"Ben Lorica","domain":"gradientflow.substack.com","section":"articles","topics":["AI & LLMs"],"take":"I am intrigued by this idea that whatever model or version of “AI” you are using today, is the worst version of AI you’ll ever use again. It can only get better, right? The author uses the analogy of training a pet vs training an intern. The pet is judged on outcome (“sit” or “stay”)… while an intern is more like mentoring with feedback along the way."},{"issue":252,"date":"2025-08-22","title":"AI systems ‘ignorant’ of sensitive data can be safer, but still smart","url":"https://www.washingtonpost.com/newsletter/politics/2025/08/12/ai-systems-ignorant-sensitive-data-can-be-safer-still-smart","author":"Nitasha Tiku","pub":"The Washington Post","domain":"washingtonpost.com","section":"articles","topics":["AI & LLMs"],"take":"I get the argument. I just have no idea how anyone can monitor all data sources and determine what is “sensitive”. The author uses as an example models that contain data that can be used to build bioweapons. Of course, no one wants bad people to use AI to learn how to build bioweapons, but is all the information that goes into the process considered “sensitive”. I just don’t know how you execute on such a program."},{"issue":252,"date":"2025-08-22","title":"The GTM engineering era begins now","url":"https://www.clay.com/series-c","domain":"clay.com","section":"articles","topics":["AI & LLMs","Deals & funding"]},{"issue":252,"date":"2025-08-22","title":"AI is eating old school advising and consulting firms","url":"https://www.linkedin.com/posts/palmerlisac_showaidonttellit-appliedai-servicesassoftware-activity-7361044168506306561-BHAY/","author":"Lisa Palmer","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":252,"date":"2025-08-22","title":"Why Your Data Strategy Keeps Stalling (And It's Not What You Think)","url":"https://www.linkedin.com/pulse/why-your-data-strategy-keeps-stalling-its-what-you-think-o-connor-6csre/","author":"Hugh O’Connor","domain":"linkedin.com","section":"reading","topics":["Data strategy & culture"]},{"issue":252,"date":"2025-08-22","title":"The Future of Data and AI Governance: Insights from our expert panel","url":"https://theodi.org/news-and-events/blog/the-future-of-data-and-ai-governance-insights-from-our-expert-panel/","author":"Resham Kotecha","domain":"theodi.org","section":"reading","topics":["AI & LLMs"]},{"issue":252,"date":"2025-08-22","title":"The next big thing in AI is agents, but is your data ready?","url":"https://www.techradar.com/pro/the-next-big-thing-in-ai-is-agents-but-is-your-data-ready","author":"Derek Slager","domain":"techradar.com","section":"reading","topics":["AI & LLMs"]},{"issue":252,"date":"2025-08-22","title":"Government data is now in question. Here's where macro investors are turning to fill the gaps.","url":"https://www.aol.com/government-data-now-heres-where-085301120.html","author":"Bradley Saacks","domain":"aol.com","section":"reading","topics":["Investing & hedge funds","Macro & economic signals"]},{"issue":252,"date":"2025-08-22","title":"From Chaos to Clarity: Making SEC Filings LLM-Ready","url":"https://blueskydataplatform.com/from-chaos-to-clarity-making-sec-filings-llm-ready/","author":"Dilpreet Kaur","domain":"blueskydataplatform.com","section":"reading","topics":["AI & LLMs","Regulation, privacy & compliance"]},{"issue":252,"date":"2025-08-22","title":"Carbon Arc: An Origin Story","url":"https://www.linkedin.com/posts/jessica-margolies-b6473126_carbon-arc-the-decision-intelligence-platform-activity-7362189794027663360-crUg/","author":"Jessica Margolies","domain":"linkedin.com","section":"reading","topics":["ESG & climate"]},{"issue":252,"date":"2025-08-22","title":"Data Innovation Podcast – Episode 18: Agents as Shells? A Deep Dive into AI Orchestration","url":"https://www.youtube.com/watch?v=FjOmDR4ami8&ab_channel=INFOMOTIONGmbH","author":"Ana Moya","domain":"youtube.com","section":"reading","topics":["AI & LLMs"],"take":"There was a good discussion of agents as “pure shells”. I took this to be similar to an orchestrator. Something to keep everyone moving in the same direction and not spiraling out of control."},{"issue":252,"date":"2025-08-22","title":"The AI Agent PM: Why This Role Will Define the Next Decade of Product Management","url":"https://aipmguru.substack.com/p/the-ai-agent-pm-why-this-role-will","author":"Shailu Guru","domain":"aipmguru.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":252,"date":"2025-08-22","title":"Thought Leadership in Data & Analytics","url":"https://www.linkedin.com/pulse/thought-leadership-data-analytics-peter-baumann-zqq7e/","author":"Peter Baumann","domain":"linkedin.com","section":"reading","topics":["Analytics & data science"]},{"issue":253,"date":"2025-08-29","title":"Why Your Dashboards Aren’t Moving the Business","url":"https://nickvaliotti.substack.com/p/why-your-dashboards-arent-moving","author":"Nick Valiotti","domain":"nickvaliotti.substack.com","section":"articles","topics":["Analytics & data science"],"take":"Dashboards are hard. The author suggest three core issues show up over and over: no context, no cause, no next step."},{"issue":253,"date":"2025-08-29","title":"Comparing Physical Assets to Data Assets","url":"https://www.anmut.co.uk/comparing-physical-assets-to-data-assets/","author":"Ben Wetherill","domain":"anmut.co.uk","section":"articles","topics":["Data monetization","Deals & funding"],"take":"How do we (& should we?) apply asset management principles to data. Datta is an asset that is very different from physical assets, and I would argue, undervalued on company balance sheets. Perfecting valuation approaches would help companies with valuable data assets leverage those assets into loans and other resources to grow their businesses."},{"issue":253,"date":"2025-08-29","title":"I am an AI expert and this is why synthetic data is so popular for LLMs","url":"https://www.techradar.com/pro/i-am-an-ai-expert-and-this-is-why-synthetic-data-is-so-popular-for-llms","author":"Hadi Chami","domain":"techradar.com","section":"articles","topics":["AI & LLMs","Synthetic data"],"take":"I’ve been spending more time trying to understand the pros & cons of synthetic data. If you are making important, high leverage decisions, you want to have 100% confidence the underlying data is accurate. As the author states, synthetic data is “often based on real-world information that’s been restructured, anonymized, or generated to mirror actual scenarios”. Teams can quickly iterate and test various scenarios."},{"issue":253,"date":"2025-08-29","title":"How Wall Street Tracks Your Phone to Beat You at Trading","url":"https://www.tradingview.com/chart/BDI/XuyDvUx6-How-Wall-Street-Tracks-Your-Phone-to-Beat-You-at-Trading/","author":"Trading View","domain":"tradingview.com","section":"articles","topics":["Investing & hedge funds"]},{"issue":253,"date":"2025-08-29","title":"Software 3.0","url":"https://www.moduleq.com/software-3.0","author":"Charles Poliacof & Stan Altschuler","domain":"moduleq.com","section":"reading","topics":["AI & LLMs"]},{"issue":253,"date":"2025-08-29","title":"Wisdom of the Agents","url":"https://preview.mailerlite.io/emails/webview/1541531/163330324362692115","author":"AskRally","domain":"preview.mailerlite.io","section":"reading","topics":["AI & LLMs"]},{"issue":253,"date":"2025-08-29","title":"Project Prioritization Framework (What Should I Work On?)","url":"https://www.pathtostaff.com/p/project-prioritization-framework","author":"Sidwyn Koh","domain":"pathtostaff.com","section":"reading"},{"issue":253,"date":"2025-08-29","title":"What's wrong with data teams","url":"https://www.thdpth.com/p/whats-wrong-with-data-teams","author":"Sven Balnojan","domain":"thdpth.com","section":"reading","topics":["Data engineering"]},{"issue":253,"date":"2025-08-29","title":"AQR Sparks Fierce Debate Over AI’s Role in Market Prediction","url":"https://www.quiverquant.com/news/AQR+Sparks+Fierce+Debate+Over+AI%E2%80%99s+Role+in+Market+Prediction","author":"David Love","domain":"quiverquant.com","section":"reading","topics":["AI & LLMs"]},{"issue":253,"date":"2025-08-29","title":"AI Is Failing at an Overwhelming Majority of Companies Using It, MIT Study Finds","url":"https://futurism.com/ai-agents-failing-companies","author":"Joe Wilkins","domain":"futurism.com","section":"reading","topics":["AI & LLMs"]},{"issue":253,"date":"2025-08-29","title":"Professors Amy Edmondson (Harvard Business School) and Michael Luca (Johns Hopkins).","url":"https://high-signal.delphina.ai/episode/why-great-data-still-leads-to-bad-decisions-and-how-to-fix-it","author":"Duncan Gilchret & Hugo Bowne-Anderson","pub":"High Signal podcast","domain":"high-signal.delphina.ai","section":"reading","topics":["Data strategy & culture"]},{"issue":253,"date":"2025-08-29","title":"Where Data-Driven Decision-Making Can Go Wrong","url":"https://hbr.org/2024/09/where-data-driven-decision-making-can-go-wrong","author":"My Take: These two co-","domain":"hbr.org","section":"reading","topics":["Data strategy & culture"]},{"issue":253,"date":"2025-08-29","title":"5 reasons why dashboards don’t make good data storytelling tools","url":"https://www.linkedin.com/posts/katgreenbrook_datastorytelling-dashboards-datacommunication-activity-7358572526890856449-L4K6/","author":"Kat Greenbrook","domain":"linkedin.com","section":"reading","topics":["Analytics & data science"]},{"issue":253,"date":"2025-08-29","title":"See What Others Miss: The Prof G Storytelling Playbook","url":"https://www.profgalloway.com/see-what-others-miss-the-prof-g-storytelling-playbook/","author":"Related: Prof G (Scott Galloway)","domain":"profgalloway.com","section":"reading","topics":["Analytics & data science"]},{"issue":254,"date":"2025-09-05","title":"3 Questions: The pros and cons of synthetic data in AI","url":"https://news.mit.edu/2025/3-questions-pros-cons-synthetic-data-ai-kalyan-veeramachaneni-0903","author":"Adam Zewe","domain":"news.mit.edu","section":"articles","topics":["Synthetic data","AI & LLMs"],"take":"I’ve recently gained a greater appreciation of the value of synthetic data. What has changed recently (due to advances in AI) is the ability to create very realistic synthetic data."},{"issue":254,"date":"2025-09-05","title":"LLMs Are the New Databases (and ChatGPT Is Just the First Application)","url":"https://www.nomad-data.com/blog/llms-are-the-new-databases-and-chatgpt-is-just-the-first-application","author":"Brad Schneider","domain":"nomad-data.com","section":"articles","topics":["AI & LLMs"],"take":"I’ve been thinking about this idea that systems of record , like CRM databases, are now going morph into systems of action (see Software 3.0 article I’ve highlighted a couple of times)."},{"issue":254,"date":"2025-09-05","title":"AI in Finance: The Next Wave of Financial Services","url":"https://mindfuldatabycindy.substack.com/p/ai-in-finance-the-next-wave-of-financial","author":"Cindy Lin","domain":"mindfuldatabycindy.substack.com","section":"articles","topics":["AI & LLMs"],"take":"This is a good review of various financial AI products. I agree with the trust issue (see above quote of the week). What are the levers needed to demonstrate that the output of these AI products is trustworthy? For many of the high leverage decisions being made, even 99% accurate is not good enough."},{"issue":254,"date":"2025-09-05","title":"The MCP Implementation Guide","url":"https://natesnewsletter.substack.com/p/the-mcp-implementation-guide-solving","author":"Nate B. Jones","domain":"natesnewsletter.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":254,"date":"2025-09-05","title":"Building your data team like a startup","url":"https://dataactionmentor.com/knowledge-base/building-data-team-like-a-startup/","author":"Data Action Mentor","domain":"dataactionmentor.com","section":"reading","topics":["Data engineering"]},{"issue":254,"date":"2025-09-05","title":"Hedge Funds’ New Secret Weapon","url":"https://www.barrons.com/articles/spy-satellites-road-cameras-phone-trackers-how-alternative-data-companies-are-changing-investing-ed1f80c8","author":"David Wignall","domain":"barrons.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":254,"date":"2025-09-05","title":"Yodlee Launches New Era with STG Partnership","url":"https://www.yodlee.com/yodlee-launches-new-era-with-stg-partnership","author":"Aaron Adolphson","domain":"yodlee.com","section":"reading","topics":["Deals & funding","Transaction & consumer data"]},{"issue":254,"date":"2025-09-05","title":"Classic Data Mistakes","url":"https://www.linkedin.com/posts/samirsharma1_back-in-2002-when-i-first-stumbled-into-activity-7366772528544919552-xm_b/","author":"Samir Sharma","domain":"linkedin.com","section":"reading","topics":["Data strategy & culture"]},{"issue":254,"date":"2025-09-05","title":"Anthropic Settles Major AI Copyright Suit Brought by Authors","url":"https://news.bloomberglaw.com/class-action/anthropic-settles-major-ai-copyright-suit-brought-by-authors","author":"Annelise Levy & Aruni Soni","domain":"news.bloomberglaw.com","section":"reading","topics":["AI & LLMs"]},{"issue":254,"date":"2025-09-05","title":"August 2025 wrap up & news","url":"https://www.thdpth.com/p/august-2025-wrap-up-and-news","author":"Sven Balnojan","domain":"thdpth.com","section":"reading","topics":["Data strategy & culture"]},{"issue":254,"date":"2025-09-05","title":"From Viral Reddit Tool to Enterprise AI: The OpenBB Story with Didier Lopes | S2E2","url":"https://www.youtube.com/watch?v=QeYl2Gq7mAA","author":"Michael Watson","pub":"Hedgineer","domain":"youtube.com","section":"reading","topics":["AI & LLMs"],"take":"Long interview (90 minutes) but very interesting. The story of OpenBB demonstrates the power of creating in public. Didier’s work with OpenBB on Reddit, specifically his work contextualizing data, drew the attention of Michael Watson (while Michael was with Citadel). As a result, Michael encouraged the progress & followed along with OpenBB’s development as an interested observer over the past few years."},{"issue":254,"date":"2025-09-05","title":"I Don’t Want AI to Replace My Mind. Here’s My Simple System + 17 Prompts","url":"https://aiblewmymind.substack.com/p/i-dont-want-ai-to-replace-my-mind","author":"Daria Cupareanu","domain":"aiblewmymind.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":255,"date":"2025-09-12","title":"Wall Street hesitates on synthetic data as AI push gathers steam","url":"https://www.waterstechnology.com/emerging-technologies/7952683/wall-street-hesitates-on-synthetic-data-as-ai-push-gathers-steam","author":"Eliot Raman Jones","pub":"Water Technologies","domain":"waterstechnology.com","section":"articles","topics":["Synthetic data","AI & LLMs"],"take":"Synthetic data has not fulfilled the excitement of a few years ago. While “real” training data is getting more difficult to access, it doesn’t appear as if synthetic training data for LLMs is the answer. I remain optimistic on the potential of synthetic options, perhaps in different use cases where exactness is not as essential as it is in financial services, such as market research (AskRally)."},{"issue":255,"date":"2025-09-12","title":"How new media platforms are reshaping monetization models","url":"https://www.pwc.com/us/en/industries/tmt/library/transforming-media-monetization.html","domain":"pwc.com","section":"articles","topics":["Data monetization"],"take":"How people engage with media and brands is changing. I was specifically interested in how different viewing habits (i.e. young people watch only sports highlights, not full games) is driving changes in the platforms and how rights deals are negotiated."},{"issue":255,"date":"2025-09-12","title":"The Bitter Lesson is Misunderstood","url":"https://obviouslywrong.substack.com/p/the-bitter-lesson-is-misunderstood","author":"Kushal Chakrabarti","pub":"Obviously Wrong","domain":"obviouslywrong.substack.com","section":"articles","topics":["AI & LLMs"],"take":"Data is running out and there is no “second internet” that we can mine for more data. Kushal suggests that most of the people building and training models are focused on the compute bottleneck & not focused on the data bottleneck."},{"issue":255,"date":"2025-09-12","title":"The ROI of Data (Revisited)","url":"https://thedatascore.substack.com/p/the-roi-of-data-revisited","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":255,"date":"2025-09-12","title":"ExodusPoint hires Point72’s Head of Generative AI","url":"https://www.hedgeweek.com/exoduspoint-hires-point72s-head-of-generative-ai/","author":"Hedgeweek","domain":"hedgeweek.com","section":"reading","topics":["AI & LLMs","People & careers"]},{"issue":255,"date":"2025-09-12","title":"Synthetic Users - Hype, Help or Harm?","url":"https://www.linkedin.com/pulse/synthetic-users-hype-help-harm-craig-sullivan-8lpje/","author":"Craig Sullivan","domain":"linkedin.com","section":"reading","topics":["Synthetic data","AI & LLMs"]},{"issue":255,"date":"2025-09-12","title":"Reflections on the Future of Finance: From Quants to AI Agents","url":"https://mindfuldatabycindy.substack.com/p/reflections-on-the-future-of-finance","author":"Cindy Lin","domain":"mindfuldatabycindy.substack.com","section":"reading","topics":["AI & LLMs","Investing & hedge funds"]},{"issue":255,"date":"2025-09-12","title":"Building Trust: 15 Years of Technology Market Research","url":"https://research.etr.ai/etr-data-drop/building-trust-15-years-of-technology-market-research","author":"Avia Haynes","domain":"research.etr.ai","section":"reading","topics":["Alt data industry"]},{"issue":255,"date":"2025-09-12","title":"Cindy Lin","url":"https://www.linkedin.com/in/cindylintw/","author":"Greg Ciresi","pub":"WorldQuant University","domain":"linkedin.com","section":"reading","topics":["Synthetic data"],"take":"I was drawn to this interview as they discussed synthetic data. There is value here, particularly when “real” data is expensive, has limited history, or you have the need to rapidly prototype/test complex workflows."},{"issue":255,"date":"2025-09-12","title":"Intelligence at scale: Data monetization in the age of gen AI","url":"https://www.mckinsey.com/capabilities/business-building/our-insights/intelligence-at-scale-data-monetization-in-the-age-of-gen-ai","domain":"mckinsey.com","section":"reading","topics":["AI & LLMs","Data monetization"]},{"issue":255,"date":"2025-09-12","title":"Data-driven M&A: Unlocking value and driving growth for media companies","url":"https://www.pwc.com/us/en/industries/tmt/library/data-monetization-media-companies.html","domain":"pwc.com","section":"reading","topics":["Data strategy & culture","Deals & funding"]},{"issue":256,"date":"2025-09-19","title":"AI is changing how our data team works, and that’s great","url":"https://hex.tech/blog/lessons-running-a-data-team-with-ai/","author":"Caitlin Moorman","domain":"hex.tech","section":"articles","topics":["Data engineering","AI & LLMs"],"take":"Implementing AI analytics will help data teams, but we still need to ask the right questions at the right time for the business. Human translation and judgment are difficult to replicate & fully trust. The key is to focus on seamlessly turning information into intelligence that will help the business accelerate forward."},{"issue":256,"date":"2025-09-19","title":"From Electricity And Oil To Data: Why Every New Age Demands A Liquid Commodity","url":"https://www.forbes.com/councils/forbestechcouncil/2025/09/10/from-electricity-and-oil-to-data-why-every-new-age-demands-a-liquid-commodity/","author":"Kirk McKeown","domain":"forbes.com","section":"articles","topics":["Data monetization"],"take":"Selling data is hard. Making data trade more like a commodity will expand access and likely have a Jevon’s Paradox effect. Total consumption (use of data) will vastly increase once data can be traded like a liquid commodity."},{"issue":256,"date":"2025-09-19","title":"The only AI analyst setup that actually works","url":"https://dataactionmentor.com/knowledge-base/the-only-ai-analyst-setup-that-works/","author":"DataActionMentor","domain":"dataactionmentor.com","section":"articles","topics":["AI & LLMs"],"take":"Nuance matters. Many will come out and talk about extremes, as that can drive attention (“agents will replace all data analysts”). But like just about everything, there is nuance involved."},{"issue":256,"date":"2025-09-19","title":"President Trump calls to do away with quarterly earnings reports","url":"https://seekingalpha.com/news/4494840-trump-pushes-to-do-away-with-quarterly-earnings-reports","author":"Seeking Alpha","domain":"seekingalpha.com","section":"articles","topics":["AI & LLMs","Investing & hedge funds"],"take":"AI is exciting, but adoption is slowing down."},{"issue":257,"date":"2025-09-26","title":"Everything is a Data Business - on Kroll-StepStone Private Credit Benchmarks","url":"https://asymmetrixintelligence.substack.com/p/everything-is-a-data-business-on","author":"Alex Boden","pub":"Asymmetrix","domain":"asymmetrixintelligence.substack.com","section":"articles","topics":["Data monetization"],"take":"There is an uptick in firms wanting to explore the data assets they have in-house to determine if monetizing those data assets is an option. I have argued in the past the process you must go through to evaluate your data’s value (organize the data, determine the governance standards, etc) is of value whether you ultimately externally monetize the data or not."},{"issue":257,"date":"2025-09-26","title":"Strong Data Practices Support Decision-Making and AI Adoption","url":"https://www.govtech.com/policy/strong-data-practices-support-decision-making-and-ai-adoption","author":"Steve Towns","domain":"govtech.com","section":"articles","topics":["AI & LLMs","Regulation, privacy & compliance"],"take":"There is a ton of value that can be created in government with better use of existing data. Of course, the government needs to lead with privacy and governance and typically takes the role of follower rather than leader when it comes to technology advancement and adoption. States and local municipalities are just now upgrading data infrastructure to support future needs."},{"issue":257,"date":"2025-09-26","title":"AI Is Moving Faster Than Your Workforce Strategy. Are You Ready?","url":"https://www.bcg.com/publications/2025/ai-is-outpacing-your-workforce-strategy-are-you-ready","domain":"bcg.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"AI is opening up a host of more interesting job opportunities. One theme is people can focus less on the “hos” and more on the “why” and “what” … problems I tend to think are more interesting to work on. There in an increasing focus on workflows and presses as people take a step back and think about how AI will change their workplace."},{"issue":257,"date":"2025-09-26","title":"In Favor of Not Being Data Driven","url":"https://substack.com/inbox/post/174115464","author":"Marco Castillo","domain":"substack.com","section":"articles","topics":["Data strategy & culture"]},{"issue":257,"date":"2025-09-26","title":"The Data You Wrote Off Just Got a Second Life","url":"https://www.cdotrends.com/story/4710/data-you-wrote-just-got-second-life","author":"CDO Trends","domain":"cdotrends.com","section":"reading","topics":["Data strategy & culture"]},{"issue":257,"date":"2025-09-26","title":"Good AI innovation means focusing on workflow not cutting jobs","url":"https://www.fastcompany.com/91403326/good-ai-innovation-means-focusing-on-workflow-not-cutting-jobs","author":"Ryan Wang","pub":"Fast Company","domain":"fastcompany.com","section":"reading","topics":["AI & LLMs","People & careers"]},{"issue":257,"date":"2025-09-26","title":"How do normal people view Generative AI technology?","url":"https://www.ai-supremacy.com/p/how-do-normal-people-view-generative-ai-autonomy-creativity-relationships","author":"Michael Spencer","domain":"ai-supremacy.com","section":"reading","topics":["AI & LLMs"]},{"issue":257,"date":"2025-09-26","title":"Papers Worth Reading 9/15/2025","url":"https://vinvashishta.substack.com/p/papers-worth-reading-9152025","author":"Vin Vashishta","domain":"vinvashishta.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":257,"date":"2025-09-26","title":"A friend for the compliance officer: Co-thinking with AI","url":"https://www.complianceweek.com/opinion/a-friend-for-the-compliance-officer-co-thinking-with-ai/36193.article","author":"Tom Fox","domain":"complianceweek.com","section":"reading","topics":["AI & LLMs","Regulation, privacy & compliance"]},{"issue":257,"date":"2025-09-26","title":"An Exciting New Chapter for Monda: Introducing Monda Share","url":"https://www.monda.ai/blog/an-exciting-new-chapter-for-monda-introducing-monda-share","author":"Thani Shamsi","domain":"monda.ai","section":"reading","topics":["Data monetization","Marketplaces & discovery"]},{"issue":257,"date":"2025-09-26","title":"Synthetic Data is Transforming Market Research","url":"https://solomonpartners.com/2025/09/08/synthetic-data-is-transforming-market-research/","author":"James Butcher","pub":"Solomon","domain":"solomonpartners.com","section":"reading","topics":["Synthetic data"]},{"issue":257,"date":"2025-09-26","title":"follow-up","url":"https://www.linkedin.com/posts/danielcgoldberg_alternativedata-hedgefunds-datastrategy-activity-7376589999669981184-vJ4C/","author":"Daniel Goldberg","domain":"linkedin.com","section":"reading","topics":["Regulation, privacy & compliance","Investing & hedge funds"]},{"issue":257,"date":"2025-09-26","title":"summary","url":"https://www.eaglealpha.com/2025/09/24/eagle-alpha-september-conference-highlights/","author":"Eagle Alpha","domain":"eaglealpha.com","section":"reading","topics":["Marketplaces & discovery","Events & community"]},{"issue":257,"date":"2025-09-26","title":"Ex-PDT Partners Director on How Small Trading Firms Can Still Compete","url":"https://www.youtube.com/watch?v=994x6I-XDos","author":"Ethan Kho","pub":"the Odds on Open podcast","domain":"youtube.com","section":"reading","topics":["Investing & hedge funds"],"take":"Odds on Open is a new podcast for me…always looking for good new sources."},{"issue":257,"date":"2025-09-26","title":"The Future of Alternative and Market Data 2025","url":"https://info.neudata.co/the-future-of-alternative-data-and-market-data-industry-report-2025","author":"Neudata","domain":"info.neudata.co","section":"reading","topics":["Market data & terminals","Marketplaces & discovery"]},{"issue":257,"date":"2025-09-26","title":"AI Hype Cycle","url":"https://www.ramseyshaffer.com/p/ai-hype-cycle","author":"Ramsey Shaffer","domain":"ramseyshaffer.com","section":"reading","topics":["AI & LLMs"]},{"issue":258,"date":"2025-10-03","title":"The Leader’s Playbook for GenAI Metrics","url":"https://decision.substack.com/p/the-leaders-playbook-for-genai-metrics","author":"Cassie Kozyrkov","domain":"decision.substack.com","section":"articles","topics":["Analytics & data science","AI & LLMs"],"take":"The author offers a playbook for determining the right metrics to determine success. As I’ve read about metrics for GenAI, I am drawn to the idea that the only KPI that matters at this stage of the AI market is adoption."},{"issue":258,"date":"2025-10-03","title":"Data scraping, AI and the battle for the open web","url":"https://www.financierworldwide.com/data-scraping-ai-and-the-battle-for-the-open-web","author":"Jo Levy","pub":"Financier Worldwide","domain":"financierworldwide.com","section":"articles","topics":["AI & LLMs","Web scraping & web data"],"take":"This is a good review of the current issue over how AI is changing the web. There is a lot of “ gray area ” around legal terms like fair use. It is changing, and the content owners should be compensated, and will be compensated somehow, or the content generation will stop. Creators won’t do this for free (will they?)."},{"issue":258,"date":"2025-10-03","title":"Wall Street left in the dark on US data if shutdown happens","url":"https://www.reuters.com/business/wall-street-left-dark-us-data-if-shutdown-happens-2025-09-29/","domain":"reuters.com","section":"articles","topics":["Macro & economic signals","Investing & hedge funds"],"take":"Traders will trade on government data whether it is accurate or not. There is an opportunity to trade on this data because everyone else trades on this data (and it is free)."},{"issue":258,"date":"2025-10-03","title":"The Question Is Your Moat","url":"https://www.integrity-research.com/the-question-is-your-moat/","domain":"integrity-research.com","section":"articles","topics":["People & careers"],"take":"away #2. Bring value to the engagement. This is not me hoping someone will hire me to do a specific job. I am there to help grow the business. I bring ideas, optimistic energy, and give the stakeholders a sense of how I will be a huge asset to the firm. After 5 minutes, it is obvious. The only question then is timing."},{"issue":259,"date":"2025-10-10","title":"Will AI Polarize Capital Markets Data?","url":"https://industrializingai.substack.com/p/will-ai-polarize-capital-markets","author":"David Brunner","domain":"industrializingai.substack.com","section":"articles","topics":["AI & LLMs","Data engineering"],"take":"New AI technologies are changing where value accrues in the Capital Markets Data Stack. The value of cognition & workflow infrastructure are increasing while data (aggregated & structured) and the UI are seeing seeing their value erode."},{"issue":259,"date":"2025-10-10","title":"Understanding AI’s Limits and Potential Before Applying It to Finance","url":"https://mindfuldatabycindy.substack.com/p/understanding-ais-limits-and-potential","author":"Cindy Lin","pub":"Mindful Data","domain":"mindfuldatabycindy.substack.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"The bar for data quality within financial services is very high. Models largely are “not there yet”."},{"issue":259,"date":"2025-10-10","title":"What Focus Groups Are Really Telling You (It’s Not Whether People Will Buy)","url":"https://askrally.com/article/synthetic-personas-the-honest-pitch","author":"Rhys Fisher","domain":"askrally.com","section":"articles","topics":["AI & LLMs","Alt data industry"],"take":"This is a great use of alternative data & will bolster all forms of consumer market research. There is a gap between what people say and what people do. That gap is where all the valuable information lives. The advent of LLMs enables sellers to better understand actual customer intent and action, rather than just customer opinion."},{"issue":259,"date":"2025-10-10","title":"Global Expertise, AI and Data Powers Growth for Our Customers","url":"https://anteriad-com.cdn.ampproject.org/c/s/anteriad.com/blog/global-ai-data-powers-b2b-growth?hs_amp=true","author":"Rob Sanchez","domain":"anteriad-com.cdn.ampproject.org","section":"reading","topics":["AI & LLMs"]},{"issue":259,"date":"2025-10-10","title":"interviews","url":"https://www.ai-street.co/p/how-this-ai-hedge-fund-updates-itself-q-a-with-xai-s-aric-whitewood","author":"Matt Robinson [","domain":"ai-street.co","section":"reading","topics":["Investing & hedge funds","AI & LLMs"]},{"issue":259,"date":"2025-10-10","title":"Data: The Old Oil, the New Electricity, and the Foundation of Intelligent Engagement","url":"https://catchlight-ai.cdn.ampproject.org/c/s/catchlight.ai/advisor-resources/data-the-old-oil-the-new-electricity-and-the-foundation-of-intelligent-engagement?hs_amp=true","author":"Mahesh Pai","domain":"catchlight-ai.cdn.ampproject.org","section":"reading","topics":["Data strategy & culture"]},{"issue":259,"date":"2025-10-10","title":"AI disruption in Data & Analytics - Asymmetrix Newsletter #85","url":"https://asymmetrixintelligence.substack.com/p/ai-disruption-in-data-and-analytics","author":"Asymmetrix","domain":"asymmetrixintelligence.substack.com","section":"reading","topics":["AI & LLMs","Analytics & data science"]},{"issue":259,"date":"2025-10-10","title":"How to Find the Right AI Tools for Any Task","url":"https://aiblewmymind.substack.com/p/how-to-find-the-right-ai-tools-for","author":"Daria Cupareanu","domain":"aiblewmymind.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":259,"date":"2025-10-10","title":"Reviewing the most useful AI tools for your career","url":"https://nextplayso.substack.com/p/reviewing-the-most-useful-ai-tools","author":"Nextplay","domain":"nextplayso.substack.com","section":"reading","topics":["AI & LLMs","People & careers"]},{"issue":259,"date":"2025-10-10","title":"Neema Raphael, the firm’s chief data officer and head of data engineering","url":"https://www.goldmansachs.com/insights/goldman-sachs-exchanges/ai-exchanges-the-role-of-data","domain":"goldmansachs.com","section":"reading","topics":["Data engineering","Data strategy & culture"],"take":"Neema recounts his experience from the 2008 financial crisis. It was through this experience that people figured out that data was not just an exhaust, but rather an enabler for the business (i.e., making money)."},{"issue":259,"date":"2025-10-10","title":"What is a Semantic Layer?","url":"https://dataengineeringcentral.substack.com/p/what-is-a-semantic-layer","author":"Daniel Beach","domain":"dataengineeringcentral.substack.com","section":"reading","topics":["Data engineering"]},{"issue":260,"date":"2025-10-17","title":"Data Monetisation and Business Valuation","url":"https://www.linkedin.com/pulse/data-monetisation-business-valuation-alternata-rhg3c/","author":"Matthew Bernath","pub":"Alternata","domain":"linkedin.com","section":"articles","topics":["Deals & funding","Data monetization"],"take":"Data monetization involves 1- selling data directly to third parties, 2- deploying data internally to improve operational outcomes (underappreciated!), and 3-creating new data-driven products and services."},{"issue":260,"date":"2025-10-17","title":"Think Smaller: The Counterintuitive Path to AI Adoption","url":"https://gradientflow.substack.com/p/think-smaller-the-counterintuitive","author":"Ben Lorica","domain":"gradientflow.substack.com","section":"articles","topics":["AI & LLMs","Analytics & data science"],"take":"This article resonated with me. Let’s not try to boil the ocean. AI companies (any companies) should simply try to add value and build a tool people will use every day (KPI = adoption)."},{"issue":260,"date":"2025-10-17","title":"The End of Quarterly Reporting in the US? Here’s What That Means for Data-Driven Investing","url":"https://thedatascore.substack.com/p/the-end-of-quarterly-reporting-in","author":"Jason Derise","domain":"thedatascore.substack.com","section":"articles","topics":["Data strategy & culture"],"take":"If the “golden source” of KPIs that you are trying to measure against changes, what are we targeting? Changes in reporting structures are making the selection of KPIs to predict against (golden source) even more important."},{"issue":260,"date":"2025-10-17","title":"The hidden incentive war behind financial terminals","url":"https://didierlopes.beehiiv.com/p/the-hidden-incentive-war-behind-financial-terminals","author":"Didier Lopes","domain":"didierlopes.beehiiv.com","section":"articles","topics":["Market data & terminals","Marketplaces & discovery"]},{"issue":260,"date":"2025-10-17","title":"Fivetran + dbt Labs merger. What does it mean?","url":"https://dataengineeringcentral.substack.com/p/fivetran-dbt-labs-merger-what-does","author":"Daniel Beach","domain":"dataengineeringcentral.substack.com","section":"reading","topics":["Data engineering","Deals & funding"]},{"issue":260,"date":"2025-10-17","title":"LSEG everywhere: Trusted data for AI","url":"https://www.lseg.com/en/insights/lseg-everywhere-trusted-data-for-ai","author":"Ron Lefferts and Gianluca Biagini","domain":"lseg.com","section":"reading","topics":["AI & LLMs","Market data & terminals"]},{"issue":260,"date":"2025-10-17","title":"7 Questions Every Data Team Should Ask the Business","url":"https://seattledataguy.substack.com/p/7-questions-every-data-team-should","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"reading","topics":["Data engineering"]},{"issue":260,"date":"2025-10-17","title":"Every Product Is a Data Product, Especially in the Age of AI","url":"https://maribethmartorana.substack.com/p/every-product-is-a-data-product-especially","author":"Maribeth Martorana","domain":"maribethmartorana.substack.com","section":"reading","topics":["AI & LLMs","Data monetization"]},{"issue":260,"date":"2025-10-17","title":"Data Pipeline Orchestration is the Secret Sauce for Domino’s Pizza","url":"https://www.bmc.com/customers/dominos-pizza.html","author":"BMC","domain":"bmc.com","section":"reading","topics":["AI & LLMs","Data engineering"],"take":"Interesting conversation about AI Agents. Of most interest to me was the idea that, to effectively release AI Agents into production, you need to understand your workflow & understand the quality of your data."},{"issue":260,"date":"2025-10-17","title":"The State of AI Report 2025","url":"https://www.stateof.ai/","author":"Nathan Benaich","pub":"Air Street Capital","domain":"stateof.ai","section":"reading","topics":["AI & LLMs"]},{"issue":260,"date":"2025-10-17","title":"Evolve-IQ","url":"https://www.evolve-iq.com/","domain":"evolve-iq.com","section":"reading","topics":["Alt data industry"]},{"issue":261,"date":"2025-10-24","title":"Skepticism, Early Trends & an Early Leader in AI-for-Hedge Funds Race","url":"https://magis.substack.com/p/skepticism-early-trends-and-an-early","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"articles","topics":["AI & LLMs","Investing & hedge funds"],"take":"Alex does us all a favor by sharing his effort to track all these startups. He published an admittedly imperfect attempt to place the 100+ firms into 6 categories:"},{"issue":261,"date":"2025-10-24","title":"Rethinking the financial interface in the age of data and intelligence abundance","url":"https://didierlopes.beehiiv.com/p/rethinking-the-financial-interface-in-the-age-of-data-and-intelligence-abundance","author":"Didier Lopes","domain":"didierlopes.beehiiv.com","section":"articles","topics":["Market data & terminals"],"take":"Centralized models that maintain full control (and have been great businesses!) are being pushed to their limits. The data landscape has simply outgrown the idea of a single vendor controlling the flow."},{"issue":261,"date":"2025-10-24","title":"AI (Still) Flunks Wall Street’s Analyst Test","url":"https://www.ai-street.co/p/ai-still-flunks-wall-street-s-analyst-test","author":"Matt Robinson","domain":"ai-street.co","section":"articles","topics":["AI & LLMs","Investing & hedge funds"],"take":"AI has taken the finance world by storm but there is still a long way to go before we turn investment decisions over to AI. It isn’t a question of compute, but more a question of accuracy & validation. A play on the popular quote is that “ it won’t be AI that manages your money, it will be a PM that uses AI that will manage your money”. It is simply so much faster & cheaper to get information processed, that it will have to be part of the workflow."},{"issue":261,"date":"2025-10-24","title":"Unlocking consumable data for generative AI","url":"https://medium.com/quantumblack/unlocking-consumable-data-for-generative-ai-069204e1e26d","domain":"medium.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"As I have written about in the past, there is too much data for any human to digest and make sense of. Financial institutions are swimming in data but starving for insights."},{"issue":261,"date":"2025-10-24","title":"Jamie Dimon Interview | Titans and Disruptors","url":"https://www.youtube.com/watch?v=OoV4riDZW_U","author":"[Jamie Dimon","domain":"youtube.com","section":"articles","topics":["AI & LLMs"]},{"issue":262,"date":"2025-10-31","title":"Reference Data Management: The Crossing Guard of Effective and Reliable Agentic AI","url":"https://mattsterdatai.com/reference-data-management-the-crossing-guard-of-effective-and-reliable-agentic-ai-53c92ca77112","author":"Matt Johnson","domain":"mattsterdatai.com","section":"articles","topics":["AI & LLMs","Data engineering"],"take":"This article resonated with me as I have been exploring what people consider a “ golden source ” of data. That consistent set of data against which you compare all other data. This has been brought to the forefront as this base layer is frequently government-generated data, which is largely on hold these days."},{"issue":262,"date":"2025-10-31","title":"Why Most Companies Get Data Pricing Wrong (And How to Fix It)","url":"https://www.linkedin.com/pulse/why-most-companies-get-data-pricing-wrong-how-fix-matthew-bernath-hs0bf/?trackingId=csVcrmvES6GgSUtJE809yw%3D%3D","author":"Matthew Bernath","domain":"linkedin.com","section":"articles","topics":["Data monetization"],"take":"Placing a dollar value on a data asset is a hard problem. The author shares a well thought out framework for data commercialization (best framework I’ve seen)."},{"issue":262,"date":"2025-10-31","title":"The Potential of Data Collaboration Can Redefine How We Think About Competition.","url":"https://www.adweek.com/adweek-wire/the-potential-of-data-collaboration-can-redefine-how-we-think-about-competition/","author":"Lauren Wetzel","pub":"InfoSum","domain":"adweek.com","section":"articles","topics":["Data monetization"],"take":"There is most definitely a 1+1 = 3 element to data sharing. Getting the details of this type of data sharing “right “will be a huge unlock of value that sits in data siloes."},{"issue":262,"date":"2025-10-31","title":"The newly launched Blue Heron library of deep management-focused diligence interviews","url":"https://www.linkedin.com/posts/activity-7387263439871561728-RMu9?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAErRwwBcyzPyIHOC242r28BPyZ9VhwuBow","author":"Nate Singer","domain":"linkedin.com","section":"reading","topics":["Investing & hedge funds","Alt data industry"]},{"issue":262,"date":"2025-10-31","title":"Time to Trust","url":"https://juanjoprieto.substack.com/p/time-to-trust","author":"Juanjo Prieto","domain":"juanjoprieto.substack.com","section":"reading","topics":["Data governance & quality"]},{"issue":262,"date":"2025-10-31","title":"Terms you may want to know in the current AI debate","url":"https://peterbaumann.substack.com/p/terms-you-may-want-to-know-in-the","author":"Peter Baumann","domain":"peterbaumann.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":262,"date":"2025-10-31","title":"From Workslop to Workflow: What AI Skeptics Get Wrong","url":"https://industrializingai.substack.com/p/from-workslop-to-workflow-what-ai","author":"David Brunner","domain":"industrializingai.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":262,"date":"2025-10-31","title":"dbt blues","url":"https://timodechau.com/dbt-blues/?ref=hipster-data-show-newsletter","author":"Tim Dechau","domain":"timodechau.com","section":"reading","topics":["Data engineering"]},{"issue":262,"date":"2025-10-31","title":"10 Data + AI Observations for Fall 2025","url":"https://towardsdatascience.com/10-data-ai-observations-to-watch-in-fall-2025/","author":"Barr Moses","domain":"towardsdatascience.com","section":"reading","topics":["AI & LLMs"]},{"issue":262,"date":"2025-10-31","title":"Chris Petrescu, founder and CEO of CP Capital","url":"https://www.youtube.com/watch?v=-JsgBq9o7Po","author":"Matei Zatreanu","pub":"System 2","domain":"youtube.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"],"take":"Chris has been around the data space for a decade+. This is a great interview, especially for someone new to the space. He is seeing “hot” data in private company data & general “ health of the consumer ” data."},{"issue":262,"date":"2025-10-31","title":"Why Most Companies Get Data Pricing Wrong (And How to Fix It)","url":"https://www.linkedin.com/pulse/why-most-companies-get-data-pricing-wrong-how-fix-matthew-bernath-hs0bf/?trackingId=csVcrmvES6GgSUtJE809yw%3D%3D","author":"Matthew Bernath","domain":"linkedin.com","section":"reading","topics":["Data monetization"]},{"issue":262,"date":"2025-10-31","title":"16 charts that explain the AI boom","url":"https://www.understandingai.org/p/16-charts-that-explain-the-ai-boom","author":"Kai Williams","pub":"UnderstandingAI","domain":"understandingai.org","section":"reading","topics":["AI & LLMs"]},{"issue":263,"date":"2025-11-07","title":"Rethinking the Single Source of Truth","url":"https://dataactionmentor.com/knowledge-base/rethinking-the-single-source-of-truth/","author":"Sebastian Hewing, the DataActionMentor","domain":"dataactionmentor.com","section":"articles","topics":["Data governance & quality"],"take":"I assumed identifying a “SSOT” was easy. It is not. Even common terms like revenue can get confusing. The goal is to have a solid “structure” without being “singular”."},{"issue":263,"date":"2025-11-07","title":"Pragmatic Orthodoxy - Data Signals #1 - 03.11.25","url":"https://timodechau.com/pragmatic-orthodoxy-data-signals-1-03-11-25/","author":"Timo Dechau","domain":"timodechau.com","section":"articles","topics":["Data engineering"],"take":"I like this article because it talks about simplicity. Simple is elegant. Optimize for human time, not cheap storage."},{"issue":263,"date":"2025-11-07","title":"AI and the Future of (Non-existent) Work","url":"https://www.ai-supremacy.com/p/ai-and-the-future-of-non-existent-work-2025-yale-study","author":"Michael Spencer","domain":"ai-supremacy.com","section":"articles","topics":["AI & LLMs"],"take":"As the dad of college-aged kids, I am seeing the concern about the future of the workforce. I advise that it will be different, and there will be disruption in certain types of work. Choose wisely."},{"issue":263,"date":"2025-11-07","title":"How to do Alt Data Research","url":"https://magis.substack.com/p/how-to-do-alt-data-research","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":263,"date":"2025-11-07","title":"The 2025 Data, Research & Information Services Landscape.","url":"https://www.linkedin.com/feed/update/urn:li:activity:7391493439063760896/","author":"Dan Entrup","domain":"linkedin.com","section":"reading","topics":["Alt data industry","Market data & terminals"]},{"issue":263,"date":"2025-11-07","title":"Reflections from the San Francisco Data Summit","url":"https://mindfuldatabycindy.substack.com/p/reflections-from-the-san-francisco","author":"Mindful Data by Cindy","domain":"mindfuldatabycindy.substack.com","section":"reading","topics":["Events & community"]},{"issue":263,"date":"2025-11-07","title":"Anthropic beefs up Claude for Financial Services","url":"https://www.finextra.com/newsarticle/46819/anthropic-beefs-up-claude-for-financial-services","author":"Finextra","domain":"finextra.com","section":"reading","topics":["AI & LLMs"]},{"issue":263,"date":"2025-11-07","title":"Accountable Acceleration: Gen AI Fast-Tracks Into the Enterprise","url":"https://knowledge.wharton.upenn.edu/special-report/2025-ai-adoption-report/","author":"Wharton","domain":"knowledge.wharton.upenn.edu","section":"reading","topics":["AI & LLMs"]},{"issue":263,"date":"2025-11-07","title":"SIX, ViaNexus build market data platform to unite data consumers, producers","url":"https://www.waterstechnology.com/data-management/7952772/six-vianexus-build-market-data-platform-to-unite-data-consumers-producers","author":"Rebecca Natale","pub":"Waters Technology","domain":"waterstechnology.com","section":"reading","topics":["Market data & terminals"]},{"issue":263,"date":"2025-11-07","title":"The Future of Investor Reporting: How AI Is Reshaping Fund Reporting & Investor Communications","url":"https://www.nomad-data.com/blog/investor-reporting-ai-fund-reporting-automation","author":"Nomad Data","domain":"nomad-data.com","section":"reading","topics":["Investing & hedge funds","AI & LLMs"]},{"issue":263,"date":"2025-11-07","title":"AI in Enterprise Workflows","url":"https://aijourn.com/ai-in-enterprise-workflows/","author":"Colin Reak","domain":"aijourn.com","section":"reading","topics":["AI & LLMs"]},{"issue":263,"date":"2025-11-07","title":"AI is Killing Consulting - Slowly, Then Suddenly","url":"https://www.newsletter.datadrivenvc.io/p/ai-is-killing-consulting-slowly-then-suddenly","author":"Andre Retterath","domain":"newsletter.datadrivenvc.io","section":"reading","topics":["AI & LLMs"]},{"issue":263,"date":"2025-11-07","title":"Omri Lifshitz","url":"https://www.linkedin.com/in/omri-lifshitz-8a531814a/","author":"Tobias Macy","pub":"the Data Engineering Podcast","domain":"linkedin.com","section":"reading","topics":["AI & LLMs","Data engineering"],"take":"I was concerned this was going to be “too technical” when I first came across this podcast. I found it fascinating, and the team from Upriver does a good job of talking about the business-level problems they are solving."},{"issue":263,"date":"2025-11-07","title":"Coatue’s Public Markets Update 10-2025","url":"https://drive.google.com/file/d/1Y2CLckBIjfjGClkNikvfOnZ0WyLZhkrT/view","domain":"drive.google.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":263,"date":"2025-11-07","title":"GenPop™ Panel Launch","url":"https://preview.mailerlite.io/emails/webview/1541531/170046705110091360","domain":"preview.mailerlite.io","section":"reading","topics":["Synthetic data","AI & LLMs"]},{"issue":264,"date":"2025-11-14","title":"Does Information Want to be Free?","url":"https://capitalgains.thediff.co/p/information-economics","author":"Byrne Hobart","domain":"capitalgains.thediff.co","section":"articles","topics":["Data monetization"],"take":"This is a good high-level outline of a data business. Where does value accrue? How do you collect, market, and sell data to maximize the value of the asset? The most valuable data companies, like stock markets, social media, search engines, etc., collect data for free and sell the right to access the data."},{"issue":264,"date":"2025-11-14","title":"Everything is a Data Business 2.0","url":"https://asymmetrixintelligence.substack.com/p/everything-is-a-data-business-20","author":"Alex Boden","pub":"Asymmetrix","domain":"asymmetrixintelligence.substack.com","section":"articles","topics":["Data monetization"],"take":"Data is a weird business (see Byrne Hobart article). There is a massive opportunity to unlock the value in all this collected data. I’ve talked to dozens of data owners looking to generate high-margin revenue in a non-correlated business."},{"issue":264,"date":"2025-11-14","title":"How to Monetize Your Data","url":"https://hbr.org/2025/11/how-to-monetize-your-data","author":"Suraj Srinivasan, Robin Seibert and Mohammed Aaser","domain":"hbr.org","section":"articles","topics":["Data monetization"],"take":"Of course, the answer to this question is to call the author of the ADW (seriously, if you are asking this question, send me a note; this is what I do)."},{"issue":264,"date":"2025-11-14","title":"Data Quality Statistics & Insights From Monitoring +11 Million Tables in 2025","url":"https://www.montecarlodata.com/blog-data-quality-statistics/","author":"Michael Segner","domain":"montecarlodata.com","section":"reading","topics":["Data governance & quality","Analytics & data science"]},{"issue":264,"date":"2025-11-14","title":"We’re All Living in Different Data Decades","url":"https://seattledataguy.substack.com/p/were-all-living-in-different-data","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"reading","topics":["Data engineering","Data strategy & culture"]},{"issue":264,"date":"2025-11-14","title":"A Fight Over Credit Scores Turns Into All-Out War","url":"https://www.wsj.com/finance/banking/fico-fight-over-credit-scores-mortgages-c25b1c62","author":"AnnaMaria Andriotis and Gina Heeb","domain":"wsj.com","section":"reading","topics":["Transaction & consumer data","Regulation, privacy & compliance"]},{"issue":264,"date":"2025-11-14","title":"Is B2B Research Broken?","url":"https://mcoinsightshub.substack.com/p/is-b2b-research-broken","author":"Tracy Clark","domain":"mcoinsightshub.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":264,"date":"2025-11-14","title":"Scraping Shock: Why Web Data Is Getting Too Expensive to Scrape","url":"https://scrapeops.io/blog/scraping-shock/","author":"Ian","pub":"ScrapeOps","domain":"scrapeops.io","section":"reading","topics":["Web scraping & web data"]},{"issue":264,"date":"2025-11-14","title":"The Chief Data Office Reimagined","url":"https://www.capco.com/Intelligence/Capco-Intelligence/the-new-cdo-mandate","author":"Syed Hussain and Joseph Forooghian","domain":"capco.com","section":"reading","topics":["Data strategy & culture"]},{"issue":264,"date":"2025-11-14","title":"Pragmatic Orthodoxy - Data Signals","url":"https://timodechau.com/pragmatic-orthodoxy-data-signals-1-03-11-25/","author":"Timo Dechau","domain":"timodechau.com","section":"reading","topics":["Data engineering"]},{"issue":264,"date":"2025-11-14","title":"How to do Alt Data Research","url":"https://magis.substack.com/p/how-to-do-alt-data-research","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":264,"date":"2025-11-14","title":"“Sell the alpha, not the feature”: The enterprise sales playbook for $1M to $10M ARR","url":"https://www.lennysnewsletter.com/p/the-enterprise-sales-playbook-1m-to-10m-arr","author":"Lenny’s podcast","domain":"lennysnewsletter.com","section":"reading","topics":["Investing & hedge funds"],"take":"This is a podcast I was seeking. Like Jen Abel, I really enjoy this stuff (minute 69:00). I took pages of notes during this podcast."},{"issue":264,"date":"2025-11-14","title":"The ultimate guide to founder-led sales | Jen Abel","url":"https://www.lennysnewsletter.com/p/master-founder-led-sales-jen-abel","author":"$0 → $1M revenue (this was the focus","pub":"their first","domain":"lennysnewsletter.com","section":"reading"},{"issue":264,"date":"2025-11-14","title":"Alternative Indicators: Can Nevada Employment Predict Where the Economy is Headed?","url":"https://www.wsj.com/podcasts/whats-news/alternative-indicators-can-nevada-employment-predict-where-the-economy-is-headed/6929c736-ce2f-4f30-83ef-b7c1474d61b9?gaa_at=eafs&gaa_n=AWEtsqeM4TxhapdMqvLsp0EjM7Zv1UGT0oTe_1BOw1CPiQtED8Anw_PDOdfl0eSF3e0%3D&gaa_ts=69132def&gaa_sig=L9WXEAQ0U2CxWkHnDXMO7tWr7C0YmkmxUPccHbw9-r6ZNT8DCHYXivj9hqyfw_azlTn4r6pNL8Nfpk-1PBqZ3g%3D%3D","domain":"wsj.com","section":"reading","topics":["Macro & economic signals"]},{"issue":264,"date":"2025-11-14","title":"AI Adoption Report","url":"https://ai.wharton.upenn.edu/wp-content/uploads/2025/10/2025-Wharton-GBK-AI-Adoption-Report_Full-Report.pdf","author":"Jeremy Korst, Stefano Puntoni, and Prasanna Tambe","domain":"ai.wharton.upenn.edu","section":"reading","topics":["AI & LLMs"]},{"issue":264,"date":"2025-11-14","title":"Top AI Books to Read in 2025","url":"https://www.ai-supremacy.com/p/top-ai-books-to-read-in-2025-popular-non-technical","author":"Michael Spencer & Paul Morrison","domain":"ai-supremacy.com","section":"reading","topics":["AI & LLMs"]},{"issue":265,"date":"2025-11-21","title":"Data & Analytics Market Trends 2025","url":"https://peterbaumann.substack.com/p/data-and-analytics-market-trends","author":"Peter Baumann","domain":"peterbaumann.substack.com","section":"articles","topics":["Analytics & data science","Data governance & quality"],"take":"The author shares interesting thoughts in this article. One of the many predictions for 2026 is that “Predictive data quality systems proactively flag anomalies and schema drift, helping preempt data issues.”"},{"issue":265,"date":"2025-11-21","title":"Credit Rating Agencies – Private Credit’s Ratings Evolution","url":"https://asymmetrixintelligence.substack.com/p/credit-rating-agencies-private-credits","author":"Alex Boden","pub":"Asymmetrix","domain":"asymmetrixintelligence.substack.com","section":"articles","topics":["Alt data industry"],"take":"Credit ratings is an area ripe for competition. This has been true since the big guys blew up the system in 2008. It turns out the private guys aren’t that much better. I am optimistic that this is an area of massive growth for providers of relevant alternative data."},{"issue":265,"date":"2025-11-21","title":"Why smart companies waste millions on ‘proprietary data’","url":"https://www.thdpth.com/p/why-smart-companies-waste-millions","author":"Sven Balnojan","domain":"thdpth.com","section":"articles","topics":["Data strategy & culture"],"take":"The companies that actually built data moats, Amazon and Netflix, didn’t win by hoarding more data. They won by positioning themselves to observe unique human behavior that competitors literally could not see."},{"issue":265,"date":"2025-11-21","title":"You’re Asking the Wrong Question","url":"https://www.linkedin.com/pulse/data-info-youre-asking-wrong-question-george-watson-5zlde/","domain":"linkedin.com","section":"articles","topics":["Data strategy & culture"]},{"issue":265,"date":"2025-11-21","title":"The Chief Data Office Reimagined","url":"https://www.capco.com/Intelligence/Capco-Intelligence/the-new-cdo-mandate","author":"Syed Hussain & Joseph Forooghian","domain":"capco.com","section":"articles","topics":["Data strategy & culture"]},{"issue":265,"date":"2025-11-21","title":"A Crash Course on Synthetic Data: ESOMAR Congress 2025 Recap","url":"https://www.linkedin.com/pulse/crash-course-synthetic-data-esomar-congress-2025-recap-enric-cid-qc6qf/","author":"Enric C","domain":"linkedin.com","section":"reading","topics":["Synthetic data"]},{"issue":265,"date":"2025-11-21","title":"Market Data in the Age of AI","url":"https://www.six-group.com/en/products-services/financial-information/market-reference-data/global-market-data/study-2025/thank-you.html?utm_source=mkto&utm_medium=email&utm_campaign=BFI-WC-2509-3802-Web%20Content-Market%20Data%20Study&utm_content=&mkt_tok=NTA1LVhORy04ODIAAAGd79vsCpGprcqag-vTLpsu2RdDqTAQoJ2czQWKUDAkuAwyqwzXDHQYzXDCDzCzkhlwjs-IzPF6dieih6U3PcAxLyVcqZfqm0GGUOjvwuT_jOiZ","author":"Six Group","domain":"six-group.com","section":"reading","topics":["AI & LLMs","Market data & terminals"]},{"issue":265,"date":"2025-11-21","title":"QuantMind: A Context-Engineering Based Knowledge Framework for Quantitative Finance","url":"https://arxiv.org/pdf/2509.21507","author":"Haoxue Wang and many others","domain":"arxiv.org","section":"reading","topics":["Investing & hedge funds"]},{"issue":265,"date":"2025-11-21","title":"Is B2B Research Broken?","url":"https://mcoinsightshub.substack.com/p/is-b2b-research-broken","author":"Tracy Clark","domain":"mcoinsightshub.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":265,"date":"2025-11-21","title":"Learning how to deploy enterprise grade pipelines in 5 months.","url":"https://medium.com/@jgfriedman99/learning-how-to-deploy-enterprise-grade-pipelines-in-5-months-55f853235284","author":"John Friedman","domain":"medium.com","section":"reading","topics":["Data engineering"]},{"issue":265,"date":"2025-11-21","title":"Accelerate AI Development with Databricks: Discover, Govern, and Build with MCP and Agent Bricks","url":"https://www.databricks.com/blog/accelerate-ai-development-databricks-discover-govern-and-build-mcp-and-agent-bricks","author":"Elise Gonzales, Nikhil Gaekwad and Harish Gaur","pub":"Databricks","domain":"databricks.com","section":"reading","topics":["AI & LLMs","Data engineering"]},{"issue":265,"date":"2025-11-21","title":"The Convergence of Data, AI, and Agents: Are You Prepared?","url":"https://gradientflow.substack.com/p/the-convergence-of-data-ai-and-agents","author":"Ben Lorica and Ciro Greco","domain":"gradientflow.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":265,"date":"2025-11-21","title":"The AI Data Paradox: High Trust in Models, Low Trust in Data - E488.","url":"https://www.dataengineeringpodcast.com/episodepage/the-ai-data-paradox-high-trust-in-models-low-trust-in-data","author":"Tobias Macey","pub":"the Data Engineering Podcast","domain":"dataengineeringpodcast.com","section":"reading","topics":["AI & LLMs","Data engineering"],"take":"The headline takeaway from the survey of data leaders is that 50% trust their data, but 77% trust the data going into the AI models, indicating organizations are starting their AI journey with high-trust data sources."},{"issue":265,"date":"2025-11-21","title":"Trusted AI Starts With Smarter Data Management","url":"https://boomi.com/content/report/data-management-for-ai/","domain":"boomi.com","section":"reading","topics":["AI & LLMs","Data engineering"]},{"issue":266,"date":"2025-11-28","title":"The U.S. Needs Better Data. Why We Fell Behind and How We Can Catch Up.","url":"https://www.msn.com/en-us/money/careersandeducation/the-u-s-needs-better-data-why-we-fell-behind-and-how-we-can-catch-up/ar-AA1QW9DZ","author":"Megan Leonhardt","domain":"msn.com","section":"articles","topics":["Macro & economic signals"],"take":"The methods the US government uses to collect data about our economy are antiquated. The government cites cost and complexity as reasons for not adopting newer data and methodologies. Can using alternative sources of data really be more expensive than surveying 121,000 businesses monthly? Who responds to a survey these days anyway?"},{"issue":266,"date":"2025-11-28","title":"Shifting Data Quality Left: The Move Financial Firms Can’t Afford to Ignore","url":"https://www.cruxdata.com/blog/shifting-data-quality-left-the-move-financial-firms-cant-afford-to-ignore","author":"Daniel Petzold","domain":"cruxdata.com","section":"articles","topics":["Data governance & quality"],"take":"Where does the data quality check occur? The author argues that it happens too late in the process. If the alert is late, incomplete, or malformed … the alert isn’t really helping. The earlier the better."},{"issue":266,"date":"2025-11-28","title":"AI without Adults: How to Deliver When Leadership is Checked Out","url":"https://wanderingtechnologist.substack.com/p/ai-without-adults-how-to-deliver","author":"Jenn Spykerman","domain":"wanderingtechnologist.substack.com","section":"articles","topics":["AI & LLMs"],"take":"I like the idea of starting small. Make something that works. Get people hooked. Then grow the initiative."},{"issue":266,"date":"2025-11-28","title":"Financial institutions modernise core platforms to unlock AI benefits","url":"https://www.afr.com/technology/financial-institutions-modernise-core-platforms-to-unlock-ai-benefits-20251111-p5ne1k","author":"AWS","domain":"afr.com","section":"articles","topics":["AI & LLMs"],"take":"I am cautious around sponsored articles as they contain bias, but I wanted to highlight a recurring theme I am seeing: the idea of making data “AI-ready”."},{"issue":266,"date":"2025-11-28","title":"The Single Metric That Reveals Whether Your Data Product Will Succeed","url":"https://thedatascore.substack.com/p/what-is-the-most-reliable-leading","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Data monetization","Analytics & data science"]},{"issue":266,"date":"2025-11-28","title":"How to price a dataset: a deep learning framework for data monetization with alternative data","url":"https://www.nature.com/articles/s41599-025-06016-y.pdf","author":"Jun Hao, Zeyu Deng, Jin Li, & Jianping Li","domain":"nature.com","section":"reading","topics":["AI & LLMs","Alt data industry"]},{"issue":266,"date":"2025-11-28","title":"here","url":"https://www.linkedin.com/posts/tim-baker-fintech-venturing_cusip-cusip-antitrust-activity-7391923856317509632-x8t3/","author":"Tim Baker","domain":"linkedin.com","section":"reading","topics":["Market data & terminals","Regulation, privacy & compliance"]},{"issue":266,"date":"2025-11-28","title":"Building the Fintech (and AI) Holy Grail: Data Assets","url":"https://www.linkedin.com/pulse/building-fintech-ai-holy-grail-data-assets-primary-venture-partners-vz78c/","author":"Emily Man and Tom Seo","domain":"linkedin.com","section":"reading","topics":["AI & LLMs","Data monetization"]},{"issue":266,"date":"2025-11-28","title":"2025 Generative AI Landscape","url":"https://www.similarweb.com/corp/2025-generative-ai-landscape/","author":"Laurie Naspe and Sam Sheridan","pub":"Similarweb","domain":"similarweb.com","section":"reading","topics":["AI & LLMs","Web scraping & web data"]},{"issue":266,"date":"2025-11-28","title":"Inside The $209 Billion Battle Powering AI’s Web Data Infrastructure Future","url":"https://www.forbes.com/sites/josipamajic/2025/11/20/inside-the-209-billion-battle-powering-ais-web-data-infrastructure-future/","author":"Josipa Majic Predin","domain":"forbes.com","section":"reading","topics":["AI & LLMs","Web scraping & web data"]},{"issue":266,"date":"2025-11-28","title":"November Scraping Recap: Automating Web Research & Analysis, Guide for AI Training, and More","url":"https://www.linkedin.com/pulse/november-scraping-recap-automating-web-research-analysis-guide-ywief/","author":"Oxylabs","domain":"linkedin.com","section":"reading","topics":["AI & LLMs","Web scraping & web data"]},{"issue":266,"date":"2025-11-28","title":"AI’s Coming Data Challenge","url":"https://thelongandtheshortofit.substack.com/p/ais-coming-data-challenge","author":"Christopher Mesimeris and Marc Greenberg","domain":"thelongandtheshortofit.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":266,"date":"2025-11-28","title":"The trade secrets legal battle between Carlyle-backed Yipit and Jefferies-owned M Science is over","url":"https://www.businessinsider.com/yipit-mscience-settle-legal-battle-trade-secrets-2025-11","author":"Bradley Saacks","domain":"businessinsider.com","section":"reading","topics":["Alt data industry","Regulation, privacy & compliance"]},{"issue":266,"date":"2025-11-28","title":"The 6 Barriers Preventing Enterprises from Monetising Their Data","url":"https://www.linkedin.com/feed/update/urn:li:activity:7397546041601867777/","author":"Matthew Bernath","pub":"Alternata","domain":"linkedin.com","section":"reading","topics":["Data monetization"],"take":"The biggest hurdle is that someone needs to own the effort (mandate, leader, exec buy-in, P&L). Organizations that successfully execute in this arena treat data monetization as a business unit. Commit!"},{"issue":266,"date":"2025-11-28","title":"The 5 Myths of Data Monetisation","url":"https://www.linkedin.com/company/alternata/posts/?feedView=all&viewAsMember=true","author":"Matthew Bernath","pub":"Alternata","domain":"linkedin.com","section":"reading","topics":["Data monetization","Regulation, privacy & compliance"],"take":"Done right, data monetization is about creating new revenue streams, embedding “software-like economics”, and boosting enterprise value. This can and must be done while staying privacy-first and fully compliant."},{"issue":266,"date":"2025-11-28","title":"Building the Fintech (and AI) Holy Grail: Data Assets","url":"https://www.linkedin.com/pulse/building-fintech-ai-holy-grail-data-assets-primary-venture-partners-vz78c/","author":"Emily Man and Tom Seo","domain":"linkedin.com","section":"reading","topics":["AI & LLMs","Data monetization"]},{"issue":267,"date":"2025-12-05","title":"Why Your Company Needs a Chief Data, Analytics, and AI Officer","url":"https://hbr.org/2025/12/why-your-company-needs-a-chief-data-analytics-and-ai-officer","author":"Vipin Gopal, Tom Davenport, and Randy Bean","domain":"hbr.org","section":"articles","topics":["AI & LLMs","Analytics & data science"],"take":"Thought leaders, like this trio of authors, are seeing successful companies align “CDAIO” leaders with business functions rather than back-office functions."},{"issue":267,"date":"2025-12-05","title":"Ten Things I’m Thinking About AI","url":"https://www.exponentialview.co/p/ten-things-im-thinking-about-ai-part1","author":"Azeem Azhar","domain":"exponentialview.co","section":"articles","topics":["AI & LLMs"],"take":"The author reflects on thoughts as we approach (and now pass) ChatGPT’s 3rd anniversary. I appreciate the level of thought that goes into something like this. This is really impressive."},{"issue":267,"date":"2025-12-05","title":"Jupiter’s Amadeo Alentorn: Power of alternative data revealed by US shutdown","url":"https://www.investmentweek.co.uk/opinion/4522212/jupiter-amadeo-alentorn-power-alternative-revealed-us-shutdown","author":"Amadeo Alentorn","domain":"investmentweek.co.uk","section":"articles","topics":["Alt data industry"],"take":"The US Gov’t shutdown showed us that the US needs a data upgrade. This has been a recurring theme for readers of ADW since the shutdown started."},{"issue":267,"date":"2025-12-05","title":"Alternative Data and Monetary Policy","url":"https://www.imf.org/en/publications/fandd/issues/2025/12/alternative-data-and-monetary-policy-claudia-sahm","author":"Claudia Sahm","domain":"imf.org","section":"articles","topics":["Alt data industry","People & careers"],"take":"Related to the above articles about our governments & policy-makers attempting to upgrade their outdated data. Improved timeliness and granularity of non-traditional data sources give policy makers better tools to do their jobs."},{"issue":267,"date":"2025-12-05","title":"Market Research Trends Report 2026","url":"https://www.qualtrics.com/en-gb/ebooks-guides/market-research-trends/","author":"Qualitrics","domain":"qualtrics.com","section":"articles","topics":["AI & LLMs","Synthetic data"]},{"issue":267,"date":"2025-12-05","title":"The new face of Black Friday: AI, alternative data, and the rise of Chinese e-tailers","url":"https://www.lombardodier.com/insights/2025/november/the-new-face-of-black-friday.html","author":"Lombard Odier","domain":"lombardodier.com","section":"reading","topics":["AI & LLMs","Alt data industry"]},{"issue":267,"date":"2025-12-05","title":"Inside the shift toward data-native markets","url":"https://thefr.com/news/inside-the-shift-toward-data-native-markets","author":"Matt Ober","domain":"thefr.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":267,"date":"2025-12-05","title":"How Conway’s Law Quietly Shapes Every Data System You Build","url":"https://medium.com/towards-data-engineering/there-might-be-something-else-thats-designing-your-system-architecture-conway-s-law-6f6115431bc4","author":"The Data Detective (Prashant Tandan)","domain":"medium.com","section":"reading","topics":["Data engineering"]},{"issue":267,"date":"2025-12-05","title":"Jump Trading spinoff Pyth enters institutional market data","url":"https://www.waterstechnology.com/emerging-technologies/7952817/jump-trading-spinoff-pyth-enters-institutional-market-data","author":"Nyela Graham","domain":"waterstechnology.com","section":"reading","topics":["Market data & terminals","Investing & hedge funds"]},{"issue":267,"date":"2025-12-05","title":"Illiquid Dark Matter","url":"https://hypersoren.xyz/posts/dark-matter/","author":"Soren Larson","domain":"hypersoren.xyz","section":"reading","topics":["Investing & hedge funds"]},{"issue":267,"date":"2025-12-05","title":"AI is running out of data. So, who benefits next?","url":"https://www.forbes.com.au/news/innovation/ai-is-running-out-of-data-who-benefits-next/","author":"Cameron Partridge","domain":"forbes.com.au","section":"reading","topics":["AI & LLMs"]},{"issue":267,"date":"2025-12-05","title":"Why Quants Pay More for Point-in-Time Data","url":"https://www.vbase.com/blog/why-quants-pay-more-for-point-in-time-data/","author":"Dan Averbukh","domain":"vbase.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":267,"date":"2025-12-05","title":"You don’t have 47 data problems. You have one.","url":"https://www.thdpth.com/p/you-dont-have-47-data-problems-you","author":"Sven Balnojan","domain":"thdpth.com","section":"reading","topics":["Data strategy & culture"]},{"issue":267,"date":"2025-12-05","title":"Agentic Artificial Intelligence in Finance: A Comprehensive Survey","url":"https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5803628","author":"Many people","domain":"papers.ssrn.com","section":"reading","topics":["AI & LLMs"]},{"issue":267,"date":"2025-12-05","title":"here","url":"https://www.linkedin.com/posts/ethanaaron_as-2025-comes-to-an-end-here-are-my-predictions-activity-7397279638965731328-g8hA/","author":"Ethan Aaron","domain":"linkedin.com","section":"reading","topics":["Data strategy & culture"],"take":"While not a traditional podcast, I thought this was interesting enough to review. These are the opening remarks from Barr Moses & Sol Rashidi."},{"issue":267,"date":"2025-12-05","title":"Fixed Income Data Continues to Challenge Capital Markets Firms","url":"https://www.six-group.com/en/products-services/financial-information/market-reference-data/fixed-income-data/rapid-read.html","author":"Six Group","domain":"six-group.com","section":"reading","topics":["Market data & terminals"]},{"issue":268,"date":"2025-12-12","title":"Using AI responsibly to manage data overload","url":"https://www.ftadviser.com/artificial-intelligence/2025/12/3/using-ai-responsibly-to-manage-data-overload/","author":"Da Wei","domain":"ftadviser.com","section":"articles","topics":["AI & LLMs"],"take":"There is simply too much information in the world for any single human or team of humans to comprehend, much less make sense of. How does one manage when you are a high-leverage decision-maker and expected to stay on top of everything?"},{"issue":268,"date":"2025-12-12","title":"The Trouble With Private Company Identifiers (And What Can Save Us)","url":"https://www.babbl-labs.com/blog/private-identifiers","author":"Doug Hopkins","domain":"babbl-labs.com","section":"articles","topics":["Market data & terminals","Data governance & quality"],"take":"What a pain this is! The author pulls together an elegant description of the entity resolution problem and why it is so hard to solve. I am not sure what industry group would have the “pull” to make everyone get on board with a unified scheme (BrightQuery & the Open Data Initiative is one effort), but it is good to see such a nice articulation of the problem."},{"issue":268,"date":"2025-12-12","title":"Why AI and proprietary data define the winners in investment management","url":"https://www.rbccm.com/en/insights/2025/12/why-ai-and-propriety-data-define-the-winners-in-investment-management","author":"RBC Capital Markets","domain":"rbccm.com","section":"articles","topics":["AI & LLMs","Investing & hedge funds"],"take":"AI is changing web scraping. Sequentum has been doing industrial-scale web scraping for over 15 years."},{"issue":268,"date":"2025-12-12","title":"Boards are calling for more digital autonomy: How CIOs can deliver","url":"https://www.mckinsey.com/capabilities/tech-and-ai/our-insights/boards-are-calling-for-more-digital-autonomy-how-cios-can-deliver","domain":"mckinsey.com","section":"articles","topics":["Data strategy & culture"]},{"issue":269,"date":"2025-12-19","title":"Bright Data reaches $300m ARR amidst demand for web data - Asymmetrix Newsletter #94","url":"https://asymmetrixintelligence.substack.com/p/bright-data-reaches-300m-arr-amidst","author":"Asymmetrix","domain":"asymmetrixintelligence.substack.com","section":"articles","topics":["Web scraping & web data","AI & LLMs"],"take":"Increasingly, winners in the race to create winning AI products (i.e. those products that work, gain trust, and create obvious value) will be those products that have the best input data."},{"issue":269,"date":"2025-12-19","title":"Are Your AI Agents Flying Blind in Production?","url":"https://gradientflow.substack.com/p/are-your-ai-agents-flying-blind-in","author":"Ben Lorica","domain":"gradientflow.substack.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"This “quality” issue is going to get a lot of attention in 2026. As the author states, this observability is a prerequisite, not an after-the-fact add-on."},{"issue":269,"date":"2025-12-19","title":"a few AlternativeData and AI trends that I believe will accelerate in 2026.","url":"https://www.linkedin.com/posts/danielcgoldberg_wallstreet-alternativedata-ai-activity-7404574401033076736-lLMk/","author":"Daniel Goldberg","domain":"linkedin.com","section":"articles","topics":["AI & LLMs"],"take":"Good list here. The author’s four (4) predictions hit on a few consistent themes of the ADW. A deep understanding of your workflow is key. Consumption-based pricing will be a thing. Private company data will be in demand."},{"issue":269,"date":"2025-12-19","title":"2025 Review ---> 2026 Predictions","url":"https://www.mattober.co/p/2025-review-2026-predictions","author":"Matt Ober","domain":"mattober.co","section":"articles","topics":["AI & LLMs","Investing & hedge funds"],"take":"This is a very dense 8-minute podcast. He covers A LOT. What is AI Observability? The goal is to minimize downtime & maximize value. The key is to broaden the scope of what you are looking at to determine IF something breaks, and WHY something breaks."},{"issue":269,"date":"2025-12-19","title":"Are Your AI Agents Flying Blind in Production?","url":"https://gradientflow.substack.com/p/are-your-ai-agents-flying-blind-in","domain":"gradientflow.substack.com","section":"articles","topics":["AI & LLMs"]},{"issue":270,"date":"2025-12-26","title":"Asymetry is All You Need","url":"https://theterminalist.substack.com/p/asymmetry-is-all-you-need","author":"The Terminalist","domain":"theterminalist.substack.com","section":"articles","topics":["Market data & terminals"],"take":"The Terminalist publishes must-read content for anyone in the financial data world. There are quite a few interesting takeaways from this most recent essay."},{"issue":270,"date":"2025-12-26","title":"Data Fundamentals for AI Product Managers: What You Need to Know Before Your First Project","url":"https://aipmguru.substack.com/p/data-fundamentals-for-ai-product","author":"Shaili Guru","domain":"aipmguru.substack.com","section":"articles","topics":["AI & LLMs"],"take":"I loved this article. The author keeps it simple while addressing the issues. Getting things organized is the hard part, it is also the important part. The sexy stuff comes later and will fail without a good foundation (see below themes for 2026)."},{"issue":270,"date":"2025-12-26","title":"Alternative Data and AI Trends in 2026","url":"https://www.kadoa.com/blog/alternative-data-trends-2026","author":"Adrian Krebs","domain":"kadoa.com","section":"articles","topics":["AI & LLMs","Alt data industry"],"take":"The author shares six themes for 2026. The two the resonate with me are “Foundations Matter”, and “Centralizing Data”. Both have to do with improving the quality of the AI output. Making data more accessible to both humans and agents (they need different things). There will be renewed focus on getting one’s house data in order before handing over more responsibility to AI systems. I the meantime human “augmentation” will continue to be a big deal."},{"issue":270,"date":"2025-12-26","title":"AI Engineers are Making a Key Mistake with Context Engineering: They Need a World Model","url":"https://aijourn.com/ai-engineers-are-making-a-key-mistake-with-context-engineering-they-need-a-world-model/","author":"Joseph Miller","domain":"aijourn.com","section":"articles","topics":["AI & LLMs"]},{"issue":270,"date":"2025-12-26","title":"Stop Building Faster Horses: What AI Should Really Change in Market Research","url":"https://www.linkedin.com/pulse/stop-building-faster-horses-what-ai-should-really-change-stuart-i0wie/","author":"Abigail Stewart","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":270,"date":"2025-12-26","title":"The Real and the Hard Problem of Data Modelling","url":"https://lewischarlesbaker.substack.com/p/the-real-and-the-hard-problem-of","author":"Lewis Baker","domain":"lewischarlesbaker.substack.com","section":"reading","topics":["Data engineering"]},{"issue":270,"date":"2025-12-26","title":"The bitter lesson of context metadata","url":"https://didierlopes.beehiiv.com/p/the-bitter-lesson-of-context-metadata","author":"Didier Lopes","domain":"didierlopes.beehiiv.com","section":"reading","topics":["Data governance & quality"]},{"issue":270,"date":"2025-12-26","title":"Data standardization is the ‘trust accelerator’ for broader AI adoption","url":"https://www.waterstechnology.com/data-management/7952875/data-standardization-is-the-trust-accelerator-for-broader-ai-adoption","author":"Nick Craig & Nakul Kapoor","domain":"waterstechnology.com","section":"reading","topics":["AI & LLMs"]},{"issue":270,"date":"2025-12-26","title":"Transformative AI in Financial Systems","url":"https://www.digitalistpapers.com/vol2/pentlandlipton","author":"Alex Pentland and Alexander Lipton","domain":"digitalistpapers.com","section":"reading","topics":["AI & LLMs"]},{"issue":270,"date":"2025-12-26","title":"SaaSletter - Best Software + AI Content Of 2025","url":"https://www.saasletter.com/p/best-software-ai-content-of-2025","author":"Matt Harney","domain":"saasletter.com","section":"reading","topics":["AI & LLMs"]},{"issue":270,"date":"2025-12-26","title":"Revisiting Data Quality","url":"https://dataengineeringcentral.substack.com/p/revisiting-data-quality","author":"Daniel Beach","domain":"dataengineeringcentral.substack.com","section":"reading","topics":["Data governance & quality"]},{"issue":270,"date":"2025-12-26","title":"Scraping Shock: Why Web Data Is Getting Too Expensive to Scrape","url":"https://scrapeops.io/blog/scraping-shock/","author":"Ian","pub":"ScrapeOps","domain":"scrapeops.io","section":"reading","topics":["Web scraping & web data"],"take":"I really like what Jose is catalyzing with the OpenData.org initiative."},{"issue":270,"date":"2025-12-26","title":"Redefining data engineering in the age of AI","url":"https://www.technologyreview.com/2025/10/23/1125651/redefining-data-engineering-in-the-age-of-ai/","author":"MIT Technology Review, in conjunction with Snowflake","domain":"technologyreview.com","section":"reading","topics":["Data engineering","AI & LLMs"]},{"issue":270,"date":"2025-12-26","title":"Scraping Shock: Why Web Data Is Getting Too Expensive to Scrape","url":"https://scrapeops.io/blog/scraping-shock/","author":"Ian","pub":"ScrapeOps","domain":"scrapeops.io","section":"reading","topics":["Web scraping & web data"]},{"issue":271,"date":"2026-01-02","title":"The Next Data Bottleneck","url":"https://wrongbutuseful.substack.com/p/the-next-data-bottleneck","author":"Katie Bauer","domain":"wrongbutuseful.substack.com","section":"articles","topics":["AI & LLMs"],"take":"In theory, with the right AI tools, everyone has access to all the information anyone could ever need. OK, now what do we do with that power? What question do we ask? It goes back to an article I wrote a while back: The Question is Your Moat."},{"issue":271,"date":"2026-01-02","title":"Cognitive Assembly Lines","url":"https://industrializingai.substack.com/p/cognitive-assembly-lines","author":"David Brunner","domain":"industrializingai.substack.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"My former colleague David Brunner addresses a key point when it comes to industrializing AI. To effectively deploy smart agents, you need a specific job description (i.e., context engineering). This aligns with a theme seen in recent weeks, the importance of deeply understanding your workflow, also stated as “the operating system surrounding the model: context, tools, workflow integration, and governance”."},{"issue":271,"date":"2026-01-02","title":"#28 Edition: What to expect from AI in 2026?","url":"https://www.humanintheloop.online/p/28-edition-what-to-expect-from-ai-in-2026","author":"Andreas Horn","domain":"humanintheloop.online","section":"articles","topics":["AI & LLMs"],"take":"Of the 8 predictions the author shares for 2026, I most liked #8 - Human-in-the-Loop Automation Becomes the Default."},{"issue":271,"date":"2026-01-02","title":"Knowledge Isn’t the Bottleneck. Decisions Are.","url":"https://stormking.substack.com/p/knowledge-isnt-the-bottleneck-decisions","author":"Dan Evans","pub":"Strom King Analytics","domain":"stormking.substack.com","section":"articles","topics":["Analytics & data science"]},{"issue":271,"date":"2026-01-02","title":"Moving from Systems of Record to Systems of Action with AI.","url":"https://www.linkedin.com/pulse/moving-from-systems-record-action-ai-lou-leporace-ex74c/","author":"Lou Laporace","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":271,"date":"2026-01-02","title":"Cybernetic Arbitrage","url":"https://hypersoren.xyz/posts/cybernetic-arbitrage/","author":"Soren Larson","domain":"hypersoren.xyz","section":"reading","topics":["Investing & hedge funds"]},{"issue":271,"date":"2026-01-02","title":"Stop Paying the Complexity Tax","url":"https://motherduck.com/blog/stop-paying-the-complexity-tax/","author":"Ryan Boyd","domain":"motherduck.com","section":"reading","topics":["Data engineering"]},{"issue":271,"date":"2026-01-02","title":"I Built a Gigantic AI-Made Christmas Tree (Full of People Worth Reading)","url":"https://aiblewmymind.substack.com/p/i-built-a-gigantic-ai-made-christmas","author":"Daria Cupreanu","domain":"aiblewmymind.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":271,"date":"2026-01-02","title":"2025 Year-End Reading, Viewing & Listening","url":"https://philkoopman.substack.com/p/2025-year-end-reading-viewing-and","author":"Phil Koopman","domain":"philkoopman.substack.com","section":"reading"},{"issue":271,"date":"2026-01-02","title":"top 5 reading links for 2025","url":"https://auren.substack.com/p/top-5-reading-links-for-2025","author":"Auren Hoffman","domain":"auren.substack.com","section":"reading"},{"issue":271,"date":"2026-01-02","title":"It could blow up in your face!","url":"https://illai.substack.com/p/it-could-blow-up-in-your-face","author":"Illai Gescheit","domain":"illai.substack.com","section":"reading"},{"issue":271,"date":"2026-01-02","title":"Pure Heroin","url":"https://benn.substack.com/p/pure-heroin","author":"Benn Stancil","domain":"benn.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":271,"date":"2026-01-02","title":"Increased Use of AI In Business Makes Data Governance an Urgent Priority","url":"https://aijourn.com/increased-use-of-ai-in-business-makes-data-governance-an-urgent-priority/","author":"Karie Burt","domain":"aijourn.com","section":"reading","topics":["AI & LLMs","Data governance & quality"]},{"issue":271,"date":"2026-01-02","title":"AI and Real-World Data: A New Era for Identifying and Curing Rare Diseases with Chandi Kodthiwada, Vice President of Product Management at Komodo Health","url":"https://www.snowflake.com/en/podcast/ai-and-real-world-data--a-new-era-for-identifying-and-curing-rar/","author":"The Data Cloud podcast","domain":"snowflake.com","section":"reading","topics":["AI & LLMs"],"take":"Komodo Health utilizes vast and disparate data sources to generate unprecedented insights in life sciences and healthcare. This is certainly an example of #dataforgood."},{"issue":271,"date":"2026-01-02","title":"Great Data Work","url":"https://www.youtube.com/watch?v=pnx592lCY4g","domain":"youtube.com","section":"reading","topics":["Data strategy & culture"]},{"issue":271,"date":"2026-01-02","title":"Revelio Labs Founder & CEO Ben Zweig speaks to Asymmetrix - Asymmetrix Newsletter #95","url":"https://asymmetrixintelligence.substack.com/p/revelio-labs-founder-and-ceo-ben","domain":"asymmetrixintelligence.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":271,"date":"2026-01-02","title":"2025 - Talking about Data, Analytics and AI","url":"https://peterbaumann.substack.com/p/2025-things-that-mattered-in-data","author":"Peter Baumann","domain":"peterbaumann.substack.com","section":"reading","topics":["AI & LLMs","Analytics & data science"]},{"issue":271,"date":"2026-01-02","title":"AI Eats The World.","url":"https://www.ben-evans.com/presentations","domain":"ben-evans.com","section":"reading","topics":["AI & LLMs"]},{"issue":272,"date":"2026-01-09","title":"Anticipating 2026: Top Trends in Analytics - Issue 298","url":"https://dataanalysis.substack.com/p/anticipating-2026-top-trends-in-analytics","author":"Olga Berezovsky","domain":"dataanalysis.substack.com","section":"articles","topics":["Analytics & data science"],"take":"I like the historical context the author shares. Along with Top 10 lists, this is my favorite type of article."},{"issue":272,"date":"2026-01-09","title":"Data & AI Hot Takes for 2026","url":"https://thedatascore.substack.com/p/what-ai-changes-and-what-it-doesnt","author":"Jason Derise","domain":"thedatascore.substack.com","section":"articles","topics":["AI & LLMs"],"take":"These are great predictions. My favorite is #2: usage-based pricing is coming whether we like it or not. Consumption-based pricing will be one of those things that everyone will say they saw coming, but few really did, and certainly no one really understood how this was going to happen. “We really used to buy data that way”. – my future grandkids"},{"issue":272,"date":"2026-01-09","title":"Common Data Pipeline Patterns You’ll See in the Real World","url":"https://seattledataguy.substack.com/p/common-data-pipeline-patterns-youll","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"articles","topics":["Data engineering"],"take":"This promises to be the first article in a series. First thing: in the real world, Excel is everywhere. Don’t fight it."},{"issue":272,"date":"2026-01-09","title":"Data & AI - Strategic Insights From The Field","url":"https://peterbaumann.substack.com/p/new-book-data-and-ai-strategic-insights","domain":"peterbaumann.substack.com","section":"articles","topics":["AI & LLMs"]},{"issue":272,"date":"2026-01-09","title":"AI & Wall Street: 6 Key Themes for 2026","url":"https://www.ai-street.co/p/ai-wall-street-6-key-themes-for-2026","author":"Matt Robinson","domain":"ai-street.co","section":"reading","topics":["AI & LLMs"]},{"issue":272,"date":"2026-01-09","title":"The 2026 AI Reset: Why Adoption, Trust, and Workflow Design Matter More Than Technology","url":"https://maribethmartorana.substack.com/p/the-2026-ai-reset-why-adoption-trust","author":"Meribeth Martorana","domain":"maribethmartorana.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":272,"date":"2026-01-09","title":"An AI Overview 2025 (by the numbers)","url":"https://www.ai-supremacy.com/p/an-ai-overview-2025-by-the-numbers-in-infographics-curated","author":"Michael Spencer","domain":"ai-supremacy.com","section":"reading","topics":["AI & LLMs"]},{"issue":272,"date":"2026-01-09","title":"Key Developments in the Global Investment Research Industry in 2025","url":"https://www.integrity-research.com/key-developments-in-the-global-investment-research-industry-in-2025/","author":"Michael Mayhew","domain":"integrity-research.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":272,"date":"2026-01-09","title":"Announcing Diffuse AI","url":"https://www.diffuseai.pub/p/announcing-diffuse-ai","author":"Charles Wang, Clara Collier, and Daniel Bashir","domain":"diffuseai.pub","section":"reading","topics":["AI & LLMs"]},{"issue":272,"date":"2026-01-09","title":"17 predictions for AI in 2026","url":"https://www.understandingai.org/p/17-predictions-for-ai-in-2026","author":"Timothy B Williams & others","domain":"understandingai.org","section":"reading","topics":["AI & LLMs"]},{"issue":272,"date":"2026-01-09","title":"Odyssey","url":"https://ccas.tech/2025/11/26/beginnings/","author":"Steve Carroll","domain":"ccas.tech","section":"reading"},{"issue":272,"date":"2026-01-09","title":"AI in Finance: The Data-Centric Strategy with Snowflake’s Jonathan Regenstein | S2E7","url":"https://www.youtube.com/watch?v=wdZRFXT652k","author":"Michael Watson","pub":"the Hedgineer Podcast","domain":"youtube.com","section":"reading","topics":["AI & LLMs","Data engineering"],"take":"This is a great discussion of real-world implementations of AI technologies between two guys who are “both in the arena trying to figure this out”. Michael shares a detailed, real-world example from a big fund (minute 27)."},{"issue":272,"date":"2026-01-09","title":"2026 AI & Data Leadership Executive Benchmark Survey","url":"https://static1.squarespace.com/static/62adf3ca029a6808a6c5be30/t/695426455017f0360e83f9a4/1767122501620/2026+AI+%26+Data+Leadership+Executive+Benchmark+Survey+Final.pdf","author":"Randy Bean","domain":"static1.squarespace.com","section":"reading","topics":["AI & LLMs","Data strategy & culture"]},{"issue":273,"date":"2026-01-16","title":"10 Data + AI Predictions for 2026","url":"https://www.montecarlodata.com/blog-data-ai-predictions-for-2026/","author":"Barr Moses","pub":"Monte Carlo","domain":"montecarlodata.com","section":"articles","topics":["AI & LLMs"],"take":"I love a good Top 10 list. My favorites are #4 & #7."},{"issue":273,"date":"2026-01-16","title":"Why Lineage and Quality Metrics Are the Foundation of Context Graphs","url":"https://beyondthetraverse.substack.com/p/why-lineage-and-quality-metrics-are","author":"Eric Simon","domain":"beyondthetraverse.substack.com","section":"articles","topics":["Data governance & quality","Analytics & data science"],"take":"The author brings up a concept I have been intrigued by for a few months. There is a distinction between “ systems of record ” and “ systems of decisions ”. I’ve also seen this noted as moving toward a “ system of action ” and away from massive, staid, fragile, inflexible systems of record."},{"issue":273,"date":"2026-01-16","title":"How DataSurface Implements True “Shift Left” with Data Contracts — Enforcing Compatibility and Governance at the Source","url":"https://medium.com/@billynewport/how-datasurface-implements-true-shift-left-with-data-contracts-enforcing-compatibility-and-5d879ca4b691","author":"Billy Newport","domain":"medium.com","section":"articles","topics":["Data governance & quality","Data engineering"],"take":"“Shift left” is moving the responsibility for data quality upstream in the data pipeline. The “data surface” engineers the move left into the workflow. I think this is a fascinating idea."},{"issue":273,"date":"2026-01-16","title":"Job Architecture: Building a Language for Workforce Intelligence","url":"https://www.amazon.com/Job-Architecture-Building-Workforce-Intelligence/dp/1394369069/ref=sr_1_3?dib=eyJ2IjoiMSJ9.B4HRC5AUrOPbNBFDZvkwHpR9A_JmWUldhJhfP7E6akXGjHj071QN20LucGBJIEps.md8nbxCBUudWrdyHI7KG8ucBbbnF-FjIjSzaXXwAHE0&dib_tag=se&qid=1754060761&refinements=p_27%3ABen+Zweig&s=books&sr=1-3&text=Ben+Zweig","author":"Book Alert -- Ben Zweig","domain":"amazon.com","section":"articles","topics":["People & careers"]},{"issue":273,"date":"2026-01-16","title":"My Experiments with Claude Code","url":"https://alexeyondata.substack.com/p/my-experiments-with-claude-code","author":"Alexey Grigorev","domain":"alexeyondata.substack.com","section":"reading","topics":["AI & LLMs","Analytics & data science"]},{"issue":273,"date":"2026-01-16","title":"Data Science Is Easy. Operating It Is Not.","url":"https://stormking.substack.com/p/data-science-is-easy-operating-it","author":"Dan Evans","domain":"stormking.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":273,"date":"2026-01-16","title":"Distribution is King","url":"https://www.mattober.co/p/distribution-is-king","author":"Matt Ober","domain":"mattober.co","section":"reading","topics":["Data monetization","Alt data industry"]},{"issue":273,"date":"2026-01-16","title":"New Year, New Data Baseline","url":"https://www.quanted.com/resources/new-year-new-data-baseline/docs","author":"Charlie Marin","pub":"Quanted","domain":"quanted.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":273,"date":"2026-01-16","title":"Some random thoughts on selling data to hedge funds","url":"https://www.linkedin.com/posts/avi-danda-79a827110_some-random-thoughts-on-selling-data-to-hedge-activity-7416601980032311296-0M0S?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAErRwwBcyzPyIHOC242r28BPyZ9VhwuBow","author":"Avi Danda","domain":"linkedin.com","section":"reading","topics":["Data monetization","Investing & hedge funds"]},{"issue":273,"date":"2026-01-16","title":"Technology Maturity in B2B Publishing","url":"https://executivediagnostic.my.canva.site/publishing-tech-maturity-paper","author":"Emma Watkins","pub":"67 Bricks","domain":"executivediagnostic.my.canva.site","section":"reading","topics":["Data strategy & culture"]},{"issue":273,"date":"2026-01-16","title":"Inside Prometheus 3.0: UTF-8, Native Histograms, and OpenTelemetry Interoperability","url":"https://bigtent.fm/s3/2","author":"Mat Ryer and Tom Wilkie","domain":"bigtent.fm","section":"reading","topics":["Data engineering"],"take":"I like getting the historical context of Prometheus. Prometheus was the second CNCF project after Kubernetes. Born out of SoundCloud’s need to measure system performance and reliability."},{"issue":273,"date":"2026-01-16","title":"S4E35: Kubernetes Monitoring: Prometheus, Grafana, and Metrics Server Explained","url":"https://open.spotify.com/episode/3YNPdAXDZP2qGlR3LDhGKk?si=lZANs2eQTUWp3qmZsdBgPQ","domain":"open.spotify.com","section":"reading","topics":["Analytics & data science"]},{"issue":273,"date":"2026-01-16","title":"Inside a Data Monetisation Unit","url":"https://podcasts.apple.com/se/podcast/the-data-monetisation-podcast/id1852941199","author":"Matthew Bernath","domain":"podcasts.apple.com","section":"reading","topics":["Data monetization"]},{"issue":274,"date":"2026-01-23","title":"A Porter’s Value Chain for Data Operations","url":"https://schemon.substack.com/p/a-porters-value-chain-for-data-operations","author":"Brian Jin","domain":"schemon.substack.com","section":"articles","topics":["Data strategy & culture"],"take":"I like this idea of defining the value of data. Everything leading up to the value creation moment (the decision) is designed to “protect that moment” or, in my words, make sure the question is answered accurately. Good governance makes sure this happens."},{"issue":274,"date":"2026-01-23","title":"The Alt Data “Gold Rush” is over","url":"https://www.linkedin.com/posts/chenak_the-alt-data-gold-rush-is-over-we-are-activity-7416484708252946432-65-x/","author":"Chen Assayag Kedem","domain":"linkedin.com","section":"articles","topics":["Alt data industry","Data monetization"],"take":"Wait, there was a gold rush? Ha! I agree that the age of the stand-alone single data product startup is done (I unsuccessfully tried that with my former company 90 West Data)."},{"issue":274,"date":"2026-01-23","title":"Top 8 observability trends to watch in 2026","url":"https://www.techtarget.com/searchitoperations/feature/Top-observability-trends-to-watch","author":"Mary Pratt","domain":"techtarget.com","section":"articles","topics":["Data governance & quality"],"take":"This article cites the Elastic report: The Landscape of Observability in 2026. My favorite is #3, the importance of trust. “The more we observe, the more we trust”. Trust is so easily lost in the data world, it is important to get right. I also selfishly hope #5 is correct: There will be more uptake of OpenTelemetry. This trend is huge for the product we are building at SymetryML (we make it much more efficient, much more effective, … just better … to get insights from telemetry."},{"issue":274,"date":"2026-01-23","title":"You Didn’t Build a Data Capability — You Built a Dashboard Factory","url":"https://stormking.substack.com/p/you-didnt-build-a-data-capability","author":"Dan Evans","domain":"stormking.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":274,"date":"2026-01-23","title":"2026 Predictions","url":"https://www.confluent.io/lp/2026-predictions-report/#download","author":"Confluent","domain":"confluent.io","section":"reading","topics":["Data engineering"]},{"issue":274,"date":"2026-01-23","title":"C-Suite Leadership Taught Me This: You Don’t Lead AI, You Herd It","url":"https://solrashidi.substack.com/p/c-suite-leadership-taught-me-this","author":"Sol Rashidi","domain":"solrashidi.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":274,"date":"2026-01-23","title":"Dynatrace DevCycle buy continues observability consolidation","url":"https://www.techtarget.com/searchitoperations/news/366637355/Dynatrace-DevCycle-buy-continues-observability-consolidation","author":"Beth Pariseau","domain":"techtarget.com","section":"reading","topics":["Data governance & quality"]},{"issue":274,"date":"2026-01-23","title":"New products, community momentum and where real data revenue is coming from in 2026","url":"https://mailchi.mp/b9e225b540a0/where-data-revenue-is-coming-from-in-2026?e=de4332de3d","author":"Matthew Bernath","domain":"mailchi.mp","section":"reading","topics":["Data monetization"]},{"issue":274,"date":"2026-01-23","title":"AI Reliability Maturity Curve — The Journey to Production AI","url":"https://www.montecarlodata.com/blog-ai-reliability-maturity-curve","author":"Tim Osborne","domain":"montecarlodata.com","section":"reading","topics":["AI & LLMs"]},{"issue":274,"date":"2026-01-23","title":"Top 8 observability trends to watch in 2026","url":"https://www.techtarget.com/searchitoperations/feature/Top-observability-trends-to-watch","author":"Mary Pratt","domain":"techtarget.com","section":"reading","topics":["Data governance & quality"],"take":"This was a good one. I like getting historical context and background, as it helps understand why things are the way they are."},{"issue":274,"date":"2026-01-23","title":"The Landscape of Observability in 2026.","url":"https://www.elastic.co/pdf/dimensional-research-2026-landscape-observability-white-paper.pdf","author":"Elastic","domain":"elastic.co","section":"reading","topics":["Data governance & quality"]},{"issue":274,"date":"2026-01-23","title":"What To Do When Layoffs Hit Your Company","url":"https://www.pathtostaff.com/p/what-to-do-when-layoffs-hit-your","author":"Sidwyn Koh","domain":"pathtostaff.com","section":"reading","topics":["People & careers"]},{"issue":275,"date":"2026-01-30","title":"Are Private and Government Jobs Data on the Same Page?","url":"https://finance.yahoo.com/news/private-government-jobs-data-same-070000014.html?guccounter=1","author":"Mark Shore","domain":"finance.yahoo.com","section":"articles","topics":["People & careers","Macro & economic signals"],"take":"Issues with government data were highlighted during the recent shutdown. The way the government collects economic data is archaic. Monitoring the health of the US economy is done much more effectively using alternative data sources. Private companies are doing this much more effectively than the government."},{"issue":275,"date":"2026-01-30","title":"Why AI data quality is key to AI success","url":"https://www.ibm.com/think/topics/ai-data-quality","author":"Judith Aquino & Alexandra Jonker","domain":"ibm.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"Data quality is boring but essential. This article gets into good detail defining “quality” (accuracy, completeness, integrity, consistency, timeliness, relevance) , & then how to make it happen. This was much more than just the old “garbage in = garbage out” take."},{"issue":275,"date":"2026-01-30","title":"The Algorithmic Insider: How AI Sentiment Mining Is Wall Street’s Next Scandal?","url":"https://blogs.timesofisrael.com/the-algorithmic-insider-how-ai-sentiment-mining-is-wall-streets-next-scandal/","author":"Vincent James Hooper","domain":"blogs.timesofisrael.com","section":"articles","topics":["AI & LLMs","Investing & hedge funds"],"take":"With too much data being created for any human to make sense of, does compute create an unfair advantage for institutional investors? Is this “informational asymmetry” the new insider trading? (see The Terminalist: Asymmetry is all you need)."},{"issue":275,"date":"2026-01-30","title":"The State of Data & Analytics 2026 - Asymmetrix Newsletter # 99","url":"https://asymmetrixintelligence.substack.com/p/the-state-of-data-and-analytics-2026","author":"Asymmetrix","domain":"asymmetrixintelligence.substack.com","section":"reading","topics":["Analytics & data science"]},{"issue":275,"date":"2026-01-30","title":"The End of Batch vs Streaming: What Comes After the Data Wars","url":"https://medium.com/@sauravsinghsisodiya/the-end-of-batch-vs-streaming-in-data-engineering-6b528817e632","author":"Saurav Singh","domain":"medium.com","section":"reading","topics":["Data engineering"]},{"issue":275,"date":"2026-01-30","title":"Evaluating chain-of-thought monitorability","url":"https://openai.com/index/evaluating-chain-of-thought-monitorability/","author":"OpenAI","domain":"openai.com","section":"reading","topics":["AI & LLMs"]},{"issue":275,"date":"2026-01-30","title":"Observability Trends 2026","url":"https://www.ibm.com/think/insights/observability-trends","author":"IBM","domain":"ibm.com","section":"reading","topics":["Data governance & quality"]},{"issue":275,"date":"2026-01-30","title":"The “Black Box” of Embedded AI","url":"https://newrelic.com/blog/dem/observability-for-chatgpt-apps-in-the-age-of-agentic-ai","author":"Jordan Porter","pub":"New Relic","domain":"newrelic.com","section":"reading","topics":["AI & LLMs"]},{"issue":275,"date":"2026-01-30","title":"State of Observability 2025 Reveals Why Business Growth Runs on Telemetry Data","url":"https://www.splunk.com/en_us/blog/observability/state-of-observability-2025.html","author":"Patrick Lin","pub":"Splunk","domain":"splunk.com","section":"reading","topics":["Data governance & quality"]},{"issue":275,"date":"2026-01-30","title":"‘The Stars Aligned’: Observe CEO Spills The Tea On Snowflake’s Deal To Buy The Observability Company","url":"https://www.crn.com/news/ai/2026/the-stars-aligned-observe-ceo-spills-the-tea-on-snowflake-s-deal-to-buy-the-observability-company","author":"Joseph Kovar","domain":"crn.com","section":"reading","topics":["Data engineering","Data governance & quality"]},{"issue":275,"date":"2026-01-30","title":"Why Traditional Observability Falls Short for AI Agents","url":"https://thedataexchange.media/lior-gavish-monte-carlo-data/","author":"Ben Lorica","domain":"thedataexchange.media","section":"reading","topics":["AI & LLMs","Data governance & quality"],"take":"A LOT is going on as data people begin to understand the increased pressures and the increased value of data in the world of AI. This was a great listen."},{"issue":275,"date":"2026-01-30","title":"Alternative Data Buy-side Insights & Trends 2026","url":"https://www.exabel.com/","author":"Exabel","domain":"exabel.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":275,"date":"2026-01-30","title":"The pulse of Agentic AI in 2026","url":"https://www.dynatrace.com/info/reports/the-pulse-of-agentic-ai-in-2026/","author":"Dynatrace","domain":"dynatrace.com","section":"reading","topics":["AI & LLMs"]},{"issue":275,"date":"2026-01-30","title":"Research Data Survey 2025","url":"https://assets.bbhub.io/promo/sites/33/Bloomberg-Research-Data-Roadshow-Survey-Booklet_2025_FINAL.pdf","domain":"assets.bbhub.io","section":"reading","topics":["Market data & terminals"]},{"issue":276,"date":"2026-02-06","title":"Parkinson’s Law and AI: Does AI Mean...More Work?","url":"https://joereis.substack.com/p/parkinsons-law-and-ai-does-ai-meanmore","author":"Joe Reis","domain":"joereis.substack.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"I think AI will create more jobs than there are humans to do the jobs. Investment bankers working 80-hours-per-week are not going to start working 30-hours-per-week if they are given new productivity tools. They will “allocate it (JF: newfound free time) to new work or higher-scoped projects.”"},{"issue":276,"date":"2026-02-06","title":"5 Key Predictions for the Data Industry in 2026","url":"https://seattledataguy.substack.com/p/5-key-predictions-for-the-data-industry-b7c","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"articles","topics":["AI & LLMs"],"take":"My favorite was #3. Please use “AI foundations” as the key descriptor of anything you are trying to sell to senior management."},{"issue":276,"date":"2026-02-06","title":"From Monitoring to Observability: Our Ultra-Marathon to a Cloud-Native Platform","url":"https://www.uber.com/en-EG/blog/from-monitoring-to-observability-cloud-native/","author":"Razvan Cicu and Giovanni Pepe","domain":"uber.com","section":"articles","topics":["Data governance & quality","Analytics & data science"],"take":"I am tracking this conceptual shift from “ monitoring ” to “ observability ” … as systems scale, raw telemetry gets overwhelming. The opportunity is preserving statistical structure and relationships over time, so correlation comes from comparing system states, not replaying history (raw data overwhelms current systems)."},{"issue":276,"date":"2026-02-06","title":"2026 Data Monetisation Trends","url":"https://www.linkedin.com/pulse/2026-data-monetisation-trends-alternata-8ws8f/","author":"Matthew Bernath","domain":"linkedin.com","section":"articles","topics":["Data monetization"]},{"issue":276,"date":"2026-02-06","title":"The age of fast forward web data","url":"https://email.zyte.com/hubfs/White%20Papers/2026%20web%20scraping%20industry%20report/ZYTE%202026%20REPORT.pdf","author":"Shane Evans","pub":"Zyte","domain":"email.zyte.com","section":"reading","topics":["Web scraping & web data"]},{"issue":276,"date":"2026-02-06","title":"Data Influencers","url":"https://itspronounceddata.beehiiv.com/p/data-influencers","author":"Dan Entrup","domain":"itspronounceddata.beehiiv.com","section":"reading","topics":["People & careers"]},{"issue":276,"date":"2026-02-06","title":"6 Core Principles of Web Scraping","url":"https://www.linkedin.com/posts/sarahransommckenna_re-6-core-principles-of-compliant-web-scraping-activity-7424149627983081472-XsM4?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAErRwwBcyzPyIHOC242r28BPyZ9VhwuBow","author":"Sarah McKenna","domain":"linkedin.com","section":"reading","topics":["Web scraping & web data"]},{"issue":276,"date":"2026-02-06","title":"Prediction Markets Data Monetization","url":"https://www.linkedin.com/posts/danielcgoldberg_alternativedata-predictionmarkets-hedgefunds-activity-7422695603236880384--b_u/","author":"Dan Goldberg","domain":"linkedin.com","section":"reading","topics":["Data monetization"]},{"issue":276,"date":"2026-02-06","title":"The Big Blur","url":"https://humancapitalist.substack.com/p/the-big-blur","author":"Scott Hamilton","domain":"humancapitalist.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":276,"date":"2026-02-06","title":"AI in Finance 2026: The Autonomy Era","url":"https://www.ravenpack.com/blog/ai-in-finance-2026-the-autonomy-era","author":"Ravenpack","domain":"ravenpack.com","section":"reading","topics":["AI & LLMs"]},{"issue":276,"date":"2026-02-06","title":"Anthropic’s legal plugin wipes off $300bn in value but investors miss the point (also, everything is a data business)","url":"https://asymmetrixintelligence.substack.com/p/anthropics-legal-plugin-wipes-off","author":"Asymmetrix","domain":"asymmetrixintelligence.substack.com","section":"reading","topics":["AI & LLMs","Data monetization"]},{"issue":276,"date":"2026-02-06","title":"Our Data Trends & Predictions for 2026 with DataCamp’s CEO & COO, Jonathan Cornelissen & Martijn Theuwissen","url":"https://www.datacamp.com/podcast/our-data-trends-and-predictions-for-2026","author":"Richie Cotton","pub":"Datacamp’s Dataframed podcast","domain":"datacamp.com","section":"reading","topics":["AI & LLMs"],"take":"I like these predictions. Most interesting to me is the AI app builders seeing tailwind. From a data perspective, we need to find a way to connect more and better data to drive these apps."},{"issue":276,"date":"2026-02-06","title":"Ed Lavery: Selling Alternative Data Across Funds and Corporates","url":"https://www.buzzsprout.com/2567619/episodes/18551921","author":"James Worthington and Eric Evans","pub":"Selling Signals podcast","domain":"buzzsprout.com","section":"reading","topics":["Alt data industry"]},{"issue":276,"date":"2026-02-06","title":"As AI Investments Surge, CEOs Take the Lead","url":"https://www.bcg.com/publications/2026/as-ai-investments-surge-ceos-take-the-lead","author":"BCG","domain":"bcg.com","section":"reading","topics":["AI & LLMs"]},{"issue":276,"date":"2026-02-06","title":"Prediction Markets Data Monetization","url":"https://www.linkedin.com/posts/danielcgoldberg_alternativedata-predictionmarkets-hedgefunds-activity-7422695603236880384--b_u/","author":"Dan Goldberg","domain":"linkedin.com","section":"reading","topics":["Data monetization"]},{"issue":277,"date":"2026-02-13","title":"Convergence: The Great Tokenization","url":"https://www.carbonarc.co/resources","author":"Carbon Arc","domain":"carbonarc.co","section":"articles","topics":["Crypto & digital assets","ESG & climate"],"take":"This paper does a great job explaining why data markets need to change & how they are going to change."},{"issue":277,"date":"2026-02-13","title":"The State of AI in Finance 2026","url":"https://www.ravenpack.com/blog/ai-in-finance-2026-the-autonomy-era","author":"Ravenpack","domain":"ravenpack.com","section":"articles","topics":["AI & LLMs"],"take":"The 42-page report brings together a series of shorter perspectives from a wide range of people, from Cambridge professor Mark Salmon to Petter Kolm of NYU’s Courant Institute."},{"issue":277,"date":"2026-02-13","title":"Moats Matter Again","url":"https://travismay.medium.com/moats-matter-again-a6359b0d31da","author":"Travis May","domain":"travismay.medium.com","section":"articles","topics":["AI & LLMs","Marketplaces & discovery"],"take":"Who is going to win? Where is value going to flow? “’Data currencies’ and ‘data marketplaces’ have relatively strong network effects, but good curation and dashboards don’t. As a result, some companies are much more subject to disruption from AI-native approaches."},{"issue":277,"date":"2026-02-13","title":"The Crumbling Workflow Moat: Aggregation Theory’s Final Chapter","url":"https://www.linkedin.com/pulse/crumbling-workflow-moat-aggregation-theorys-final-nicolas-bustamante-vcs8c/","author":"Nicolas Bustamante","domain":"linkedin.com","section":"articles","topics":["AI & LLMs","Marketplaces & discovery"]},{"issue":277,"date":"2026-02-13","title":"Observability trends 2026","url":"https://www.ibm.com/think/insights/observability-trends","author":"Derek Robertson and Matthew Kosinski","domain":"ibm.com","section":"reading","topics":["Data governance & quality"]},{"issue":277,"date":"2026-02-13","title":"The Boring Businesses That Will Dominate the AI Era","url":"https://every.to/thesis/the-boring-businesses-that-will-dominate-the-ai-era","author":"Tina He","domain":"every.to","section":"reading","topics":["AI & LLMs"]},{"issue":277,"date":"2026-02-13","title":"The trust paradox killing AI at scale: 76% of data leaders can’t govern what employees already use","url":"https://venturebeat.com/data/the-trust-paradox-killing-ai-at-scale-76-of-data-leaders-cant-govern-what","author":"Sean Michael Kerner","domain":"venturebeat.com","section":"reading","topics":["AI & LLMs","Data strategy & culture"]},{"issue":277,"date":"2026-02-13","title":"It’s The End Of Observability As We Know It (And I Feel Fine)","url":"https://www.honeycomb.io/blog/its-the-end-of-observability-as-we-know-it-and-i-feel-fine","author":"Austin Parker","domain":"honeycomb.io","section":"reading","topics":["Data governance & quality"]},{"issue":277,"date":"2026-02-13","title":"The Evan Reich Episode","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-evan-reich-episode","author":"Mark Fleming Williams","domain":"shows.acast.com","section":"reading","topics":["Alt data industry"],"take":"Great discussion between veterans of the Alt Data space."},{"issue":277,"date":"2026-02-13","title":"$1.2T Data Market by 2031: Agentic AI Replaces Data Pipelines","url":"https://futurumgroup.com/press-release/1-2t-data-market-by-2031-agentic-ai-replaces-data-pipelines/","author":"1: Brad Shimmin","pub":"Futurum","domain":"futurumgroup.com","section":"reading","topics":["AI & LLMs","Data engineering"]},{"issue":277,"date":"2026-02-13","title":"The 2026 State of Data Engineering Survey (Interactive)","url":"https://joereis.substack.com/p/the-2026-state-of-data-engineering","author":"2: Joe Reis","domain":"joereis.substack.com","section":"reading","topics":["Data engineering"]},{"issue":277,"date":"2026-02-13","title":"The Next Era of Observability: Founders’ Reflections","url":"https://www.honeycomb.io/resources/webinars/the-next-era-of-observability-founders-reflections","author":"3: Christine Yen & Charity Majors","domain":"honeycomb.io","section":"reading","topics":["Data governance & quality"]},{"issue":277,"date":"2026-02-13","title":"Why the AI world is suddenly obsessed with a 160-year-old economics paradox","url":"https://www.npr.org/sections/planet-money/2025/02/04/g-s1-46018/ai-deepseek-economics-jevons-paradox","author":"Greg Rosalsky","pub":"NPR","domain":"npr.org","section":"reading","topics":["AI & LLMs","Macro & economic signals"]},{"issue":277,"date":"2026-02-13","title":"The Jevons Paradox and its implications in the AI era","url":"https://proxify.io/articles/jevons-paradox-and-implications-in-ai","author":"Stefanija Tenekedjieva Haans","domain":"proxify.io","section":"reading","topics":["AI & LLMs"]},{"issue":277,"date":"2026-02-13","title":"The Jevons Paradox In Cloud Computing: A Thermodynamics Perspective","url":"https://homes.luddy.indiana.edu/prateeks/papers/jevons24.pdf","author":"Prateek Sharma","domain":"homes.luddy.indiana.edu","section":"reading","topics":["Data engineering"]},{"issue":278,"date":"2026-02-20","title":"Proprietary Data Is Not What You Think It Is","url":"https://brianlichtenberger.substack.com/p/proprietary-data-is-not-what-you","author":"Brian Lichtenberger","domain":"brianlichtenberger.substack.com","section":"articles","topics":["Alt data industry","Data monetization"],"take":"The author raises some excellent questions. If everyone has access to (basically) all the data, all the time … where does the value flow?"},{"issue":278,"date":"2026-02-20","title":"Are we right to be wary of financial data stocks?","url":"https://ccas.tech/2026/02/05/selloff/","author":"Steve Carroll","domain":"ccas.tech","section":"articles","topics":["Market data & terminals"],"take":"There has been A LOT written about the end of SaaS and financial data stocks in recent weeks. These have largely been bullet proof businesses for 20 years. People need what you are selling. These businesses locked customers into their interface and divided up the world into FactSet or Bloomberg … Salesforce or HubSpot. You had to pick one or the other. Each had positives and negatives. You just dealt with it."},{"issue":278,"date":"2026-02-20","title":"The context wars in financial services","url":"https://didierrlopes.substack.com/p/the-context-wars-in-financial-services","author":"Didier Lopes","domain":"didierrlopes.substack.com","section":"articles","topics":["Investing & hedge funds"],"take":"Context is really valuable. Context is hard. I think the next step will be really breaking down the workflow of the highest performing people. Some roles can be very process-oriented with defined results. For investing, the outcome is defined (Did your trade work? Did you beat the market?), but the process of the best investors is still opaque. I’d love to see the minute-by-minute workflow of the highest performers in any field."},{"issue":278,"date":"2026-02-20","title":"Five Minutes with Kirk McKeown, Co-Founder and CEO of Carbon Arc","url":"https://www.ai-street.co/p/five-minutes-with-kirk-mckeown-co","author":"Matt Robinson","pub":"AI Street","domain":"ai-street.co","section":"articles","topics":["ESG & climate","AI & LLMs"]},{"issue":278,"date":"2026-02-20","title":"Part 1","url":"https://jodyhesch.substack.com/p/the-real-reason-snowflake-acquired-c10","author":"Jody Hesch","domain":"jodyhesch.substack.com","section":"reading","topics":["Data engineering","Deals & funding"]},{"issue":278,"date":"2026-02-20","title":"VictoriaMetrics at FOSDEM, Cloud Native Days France, and CfgMgmtCamp Ghent","url":"https://victoriametrics.com/blog/victoriametrics-fosdem-cloud-native-days-france-cfgmgmtcamp-ghent/","author":"Diana Todea","domain":"victoriametrics.com","section":"reading","topics":["Data engineering","Events & community"]},{"issue":278,"date":"2026-02-20","title":"The Lilliputians Have AI Now: On SaaS and the Era of Disposable Software","url":"https://joereis.substack.com/p/the-lilliputians-have-ai-now-on-saas","author":"Joe Reis","domain":"joereis.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":278,"date":"2026-02-20","title":"Are You a Software Company or a Data Company?","url":"https://itspronounceddata.beehiiv.com/p/are-you-a-software-company-or-a-data-company","author":"Dan Entrup","domain":"itspronounceddata.beehiiv.com","section":"reading","topics":["Data monetization"]},{"issue":278,"date":"2026-02-20","title":"The Crumbling Workflow Moat: Aggregation Theory’s Final Chapter","url":"https://www.linkedin.com/pulse/crumbling-workflow-moat-aggregation-theorys-final-nicolas-bustamante-vcs8c/","author":"Nicolas Bustamente","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":278,"date":"2026-02-20","title":"Observability trends 2026","url":"https://www.ibm.com/think/insights/observability-trends","author":"Derek Robertson and Matthew Kosinski","domain":"ibm.com","section":"reading","topics":["Data governance & quality"]},{"issue":278,"date":"2026-02-20","title":"IBM says it will triple entry-level hiring for roles “we’re being told AI can do”","url":"https://www.techspot.com/news/111343-ibm-triple-entry-level-hiring-roles-told-ai.html","author":"Rob Thubron","domain":"techspot.com","section":"reading","topics":["AI & LLMs","People & careers"]},{"issue":278,"date":"2026-02-20","title":"The Next Era of Observability: Founders’ Reflections","url":"https://www.honeycomb.io/resources/webinars/the-next-era-of-observability-founders-reflections","author":"Christine Yen & Charity Majors","domain":"honeycomb.io","section":"reading","topics":["Data governance & quality"],"take":"excellent background from a couple people who have been in the observability space for a long time (i.e, before observability, & how it evolved)."},{"issue":278,"date":"2026-02-20","title":"Practical MLOps for Network Operations at Uber","url":"https://www.kentik.com/telemetrynow/s02-e66/","domain":"kentik.com","section":"reading","topics":["Data engineering","Analytics & data science"]},{"issue":278,"date":"2026-02-20","title":"Threat hunters can’t waste time stumbling in the dark – they need real observability","url":"https://www.techradar.com/pro/threat-hunters-cant-waste-time-stumbling-in-the-dark-they-need-real-observability","author":"Raghu Nandakumara","domain":"techradar.com","section":"reading","topics":["Data governance & quality"]},{"issue":278,"date":"2026-02-20","title":"State of web scraping report 2026","url":"https://blog.apify.com/web-scraping-report-2026/","author":"Theo Vasilis","domain":"blog.apify.com","section":"reading","topics":["Web scraping & web data"]},{"issue":278,"date":"2026-02-20","title":"1H 2026 Data Intelligence, Analytics, & Infrastructure Market Sizing & Five-Year Forecast Report","url":"https://info.futurumgroup.com/hubfs/Intelligence%20Reports/1H%202026%20DIAI%20Market%20Sizing%20&%20Five-Year%20Forecast%20Report_1H26MSFDAIBS202601.pdf","author":"2: Fulcrum Research","domain":"info.futurumgroup.com","section":"reading","topics":["Analytics & data science"]},{"issue":278,"date":"2026-02-20","title":"Proprietary data ain’t what it used to be and picking winners in the Data & Analytics sector","url":"http://Proprietary data ain't what it used to be and picking winners in the Data & Analytics sector","author":"Asymmetrix","domain":"proprietary data ain't what it used to be and picking winners in the data & analytics sector","section":"reading","topics":["Analytics & data science"]},{"issue":279,"date":"2026-02-27","title":"Good Data, Bad Data","url":"https://www.thdpth.com/p/good-data-bad-data","author":"Sven Balnojan","domain":"thdpth.com","section":"articles","topics":["Data governance & quality"],"take":"The article starts with “If you only have 5 minutes, I suggest you read this later, it’s worth it. This piece is longer than usual, but I truly believe it to be worth your time.”"},{"issue":279,"date":"2026-02-27","title":"Everything, Everywhere, All At Once","url":"https://newrelic.com/blog/observability/importance-of-monitoring-everything","author":"Steve Cunnew","domain":"newrelic.com","section":"articles","topics":["Data strategy & culture"],"take":"The amount of data being created & the pace at which new data is being created is growing exponentially."},{"issue":279,"date":"2026-02-27","title":"Data Companies: At the Table or On the Menu?","url":"https://thedatascore.substack.com/p/data-companies-at-the-table-or-on","author":"Jason Derise","domain":"thedatascore.substack.com","section":"articles","topics":["AI & LLMs","Market data & terminals"],"take":"Another in a long line of thought leaders sharing ideas about where value lands in the rapidly changing world of data. AI makes it easier for end users to get valuable insight from data. This “last mile” in the data supply chain is what AI vastly improves (no more crazy keystrokes needed in your Bloomberg Terminal, right?). As we get easier access and can bring the right data into our own workflows, there is no end to the line of questioning (I believe AI will be a creator a lot of interesting, high-value jobs)."},{"issue":279,"date":"2026-02-27","title":"No financial terminal will survive.","url":"https://didierrlopes.substack.com/p/no-financial-terminal-will-survive-26-02-11","author":"Dider Lopes","domain":"didierrlopes.substack.com","section":"articles","topics":["Market data & terminals","AI & LLMs"]},{"issue":279,"date":"2026-02-27","title":"The Great Data Reckoning","url":"https://joereis.substack.com/p/2028-the-great-data-reckoning","author":"Joe Reis","domain":"joereis.substack.com","section":"reading","topics":["Data strategy & culture","Data engineering"]},{"issue":279,"date":"2026-02-27","title":"Data Engineering After AI","url":"https://www.dataengineeringweekly.com/p/data-engineering-after-ai","author":"Ananth Packkildurai","domain":"dataengineeringweekly.com","section":"reading","topics":["AI & LLMs","Data engineering"]},{"issue":279,"date":"2026-02-27","title":"Almost Recurring Revenue","url":"https://itspronounceddata.substack.com/p/almost-recurring-revenue","author":"Dan Entrup","domain":"itspronounceddata.substack.com","section":"reading","topics":["Data monetization"]},{"issue":279,"date":"2026-02-27","title":"Who Stands Behind the Answer?","url":"https://framebreak.com/posts/who-stands-behind-the-answer-02122026","author":"Usman Sheikh","domain":"framebreak.com","section":"reading","topics":["AI & LLMs"]},{"issue":279,"date":"2026-02-27","title":"Why AI “taking our jobs” is the best thing that could happen to us","url":"https://thecognitiveshift.com/publications/let-them-run/why-ai-taking-our-jobs-is-the-best-thing/","author":"Rhys Fisher","domain":"thecognitiveshift.com","section":"reading","topics":["AI & LLMs","People & careers"]},{"issue":279,"date":"2026-02-27","title":"Money managers are hungrier than ever for obscure data to give them an edge","url":"https://www.businessinsider.com/hedge-fund-spending-on-alternative-data-jumps-2025-2026-2","author":"Bradley Saacks","domain":"businessinsider.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":279,"date":"2026-02-27","title":"Observability: A critical ingredient in making AI and agents work for you","url":"https://www.pwc.com/us/en/tech-effect/ai-analytics/ai-observability.html","domain":"pwc.com","section":"reading","topics":["AI & LLMs","Data governance & quality"]},{"issue":279,"date":"2026-02-27","title":"The Future of Information Retrieval: From Dense Vectors to Cognitive Search","url":"https://home.mlops.community/public/videos/the-future-of-information-retrieval-from-dense-vectors-to-cognitive-search","author":"Demetrios Brinkmann","pub":"MLops Community","domain":"home.mlops.community","section":"reading","topics":["AI & LLMs"],"take":"Love the history of search (2:00) for context as to how we got to where we are now."},{"issue":279,"date":"2026-02-27","title":"Why SMEs Have Valuable Data (Even If It’s Not Big Data)","url":"https://open.spotify.com/episode/7rX7IaKw9rPuP7nDjx8Ob9","author":"Alternata","domain":"open.spotify.com","section":"reading","topics":["Data strategy & culture"]},{"issue":279,"date":"2026-02-27","title":"Alternative Data’s Integration into AI Fuels New Opportunities and Challenges","url":"https://www.lowenstein.com/news-insights/publications/articles/alternative-data-s-integration-into-ai-fuels-new-opportunities-and-challenges","author":"Scott H. Moss, Boris Liberman, and George Danenhauer","domain":"lowenstein.com","section":"reading","topics":["AI & LLMs","Alt data industry"]},{"issue":279,"date":"2026-02-27","title":"So, how do you get control of your observability costs?","url":"https://cdn-static.bizzabo.com/bizzabo.file.upload/GXCoBMyxQ7mje74CLCJJ_Feb18MCrossley.pdf","author":"Gartner","domain":"cdn-static.bizzabo.com","section":"reading","topics":["Data governance & quality","Events & community"]},{"issue":280,"date":"2026-03-06","title":"What 1,000+ Job Descriptions Reveal About the AI Engineer Role in 2026","url":"https://alexeyondata.substack.com/p/what-1000-job-descriptions-reveal","author":"Alexey Grigorev & Valeriia Kuka","domain":"alexeyondata.substack.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"Seeking: someone, possibly called an AI engineer, who can take this existing human-intensive, possibly mind-numbing, workflow and make it so that it is transparently & reliably done by AI. Make the benefits immediately obvious to all. Go."},{"issue":280,"date":"2026-03-06","title":"The Agent Will Eat Your System of Record","url":"https://x.com/zain_hoda/status/2019049069134417975","author":"Zain Hoda","domain":"x.com","section":"articles","topics":["AI & LLMs"],"take":"The system of record vs. AI has been a hot topic. I thought this X post was a good articulation of the issue. Being the system of record is (was?) the most defensible position in enterprise software."},{"issue":280,"date":"2026-03-06","title":"Not Prompts, Blueprints","url":"https://tomtunguz.com/filling-the-queue-for-ai/","author":"Tomasz Tungus","domain":"tomtunguz.com","section":"articles","topics":["People & careers"],"take":"BYOW (Bring Your Own workflow) will be powerful in the coming years. This is the “blueprint” of how I, as a highly effective person, work day-to-day. What do the most productive/effective/best employees do that is different than the less effective employees? I recall earlier in my career as a sell-side salesperson, seeing how the more experienced guys did their work. They made more money than me and seemed to have it all figured out. But what they actually did day-to-day, hour-to-hour, was a mystery."},{"issue":280,"date":"2026-03-06","title":"The Great Platform Reckoning: Will A System Of Record Save SaaS?","url":"https://vinvashishta.substack.com/p/the-great-platform-reckoning-will","author":"Vin Vashishta","domain":"vinvashishta.substack.com","section":"articles","topics":["AI & LLMs"]},{"issue":280,"date":"2026-03-06","title":"Alternative isn’t Alternative","url":"https://www.mattober.co/p/alternative-isnt-alternative","author":"Matt Ober","domain":"mattober.co","section":"reading","topics":["Alt data industry"]},{"issue":280,"date":"2026-03-06","title":"We’re Building The Uber For Bloomberg","url":"https://itspronounceddata.substack.com/p/were-building-the-uber-for-bloomberg","author":"Dan Entrup","domain":"itspronounceddata.substack.com","section":"reading","topics":["Market data & terminals"]},{"issue":280,"date":"2026-03-06","title":"Will AI kill (Data) Engineering (Software)?","url":"https://dataengineeringcentral.substack.com/p/will-ai-kill-data-engineering-software","author":"Daniel Beach","domain":"dataengineeringcentral.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":280,"date":"2026-03-06","title":"Beyond Rows and Columns: The Five Forms of Data","url":"https://practicaldatamodeling.substack.com/p/beyond-rows-and-columns-the-five","author":"Joe Reis","domain":"practicaldatamodeling.substack.com","section":"reading","topics":["Data engineering"]},{"issue":280,"date":"2026-03-06","title":"Part 1","url":"https://substack.com/redirect/88e4acd2-094f-4bb7-a87d-f728168b33f6?j=eyJ1IjoibHBqeiJ9.qnHR61PD-m-V6S3bs6iN5XpoDQLDfLim-gnKutECDsA","author":"Jody Hesch","domain":"substack.com","section":"reading","topics":["Data engineering","Deals & funding"]},{"issue":280,"date":"2026-03-06","title":"Why Your Observability Platform Has Become A Bottleneck","url":"https://www.forbes.com/councils/forbestechcouncil/2026/02/26/why-your-observability-platform-has-become-a-bottleneck/","author":"Andy Mann","domain":"forbes.com","section":"reading","topics":["Data governance & quality"]},{"issue":280,"date":"2026-03-06","title":"Top 10 Most Explicit Podcast Episodes by Profanity Rate","url":"https://strawberrydata.com/blog/top-podcast-profanity-rate-2026-02","author":"Strawberry Data","domain":"strawberrydata.com","section":"reading","topics":["Analytics & data science"]},{"issue":280,"date":"2026-03-06","title":"Observability in transition: Building confidence on the path to agentic workflows","url":"https://chronosphere.io/learn/ai-in-observability/","author":"Martin Mao","domain":"chronosphere.io","section":"reading","topics":["AI & LLMs","Data governance & quality"]},{"issue":280,"date":"2026-03-06","title":"Ep2 | Data quality: How AI can turn data quality from a challenge into a competitive advantage","url":"https://smartlink.ausha.co/dqe-lets-talk-data/data-quality-episode-2-how-ai-can-turn-data-quality-from-a-challenge-into-a-competitive-advantage","author":"DQE’s Let’s Talk Data podcast","domain":"smartlink.ausha.co","section":"reading","topics":["Data governance & quality","AI & LLMs"],"take":"When I have talked to firms about commercializing their data, I’ve said the process they need to go through to prepare their data is valuable, whether they commercialize the data or not. The process of organizing and understanding what you have, where it is, and the level of quality, is a worthwhile project. This holds for AI. Launching new AI tools (that work) requires a foundational process that you need to go through to understand what you have & where your data falls short, so you can most effectively launch AI in your firm."},{"issue":280,"date":"2026-03-06","title":"The authenticity crisis — how AI-generated content is poisoning alternative data, ‘Institutional Edge’","url":"https://www.pionline.com/resource-guides/","author":"Angelo Calvello","domain":"pionline.com","section":"reading","topics":["AI & LLMs","Alt data industry"]},{"issue":280,"date":"2026-03-06","title":"The state of the alternative data market in 2026","url":"https://info.neudata.co/the-state-of-the-alternative-data-market-in-2026","author":"Daryl Smith","pub":"Neudata","domain":"info.neudata.co","section":"reading","topics":["Alt data industry","Marketplaces & discovery"]},{"issue":280,"date":"2026-03-06","title":"Exploring AI’s Shockwave through Data Stocks’ Perceived Moats","url":"https://blog.amassinsights.com/exploring-ais-shockwave-through-data-stocks-perceived-moats/","author":"2: Jordan Hauer","domain":"blog.amassinsights.com","section":"reading","topics":["AI & LLMs"]},{"issue":281,"date":"2026-03-13","title":"Not everything is a data business - Anthropic announces a flurry of partnerships with data providers","url":"https://asymmetrixintelligence.substack.com/p/not-everything-is-a-data-business","author":"Asymmetrix","domain":"asymmetrixintelligence.substack.com","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"There is a big, unanswered question about where the value flows in the world of data. Data ownership or data distribution/access. This article makes the case that there remains a lot of opportunity in the data & analytics industry (I agree) as AI interfaces make data more accessible in some sort of Jevons Paradox-type of growth. Human insight on top of great tools and unique data will create a ton of value."},{"issue":281,"date":"2026-03-13","title":"A new vision for AI pricing","url":"https://www.growthunhinged.com/p/a-new-vision-for-ai-pricing","author":"Kyle Poyar","domain":"growthunhinged.com","section":"articles","topics":["AI & LLMs"],"take":"this is interesting to me. I’ve historically not liked pricing with “credits”. I never know how much I am spending and it feels like it is intentionally opaque. That said vendors want to (and should) get paid for value provided. There are services I am paying $20/month for that I love & use daily. There are services that I pay much more for and rarely use, but “everyone has access”, so you need it to (right?). Better pricing models that are more aligned with the value added is a positive. The author uses the analogy of a car (lease/car purchase = cost; gas = value). The amount your pay should be aligned with the value you are getting from the tool. MAybe driverless taxis (see podcast below) line up cost/value more closely as you are only paying for rides (going from A—>B)."},{"issue":281,"date":"2026-03-13","title":"Why Your Observability Platform Has Become A Bottleneck","url":"https://www.forbes.com/councils/forbestechcouncil/2026/02/26/why-your-observability-platform-has-become-a-bottleneck/","author":"Andi Mann","domain":"forbes.com","section":"articles","topics":["Data governance & quality"],"take":"modern computing systems now change faster than humans can observe them."},{"issue":281,"date":"2026-03-13","title":"The Smart Engineer’s Framework to Staying Current Without Noise","url":"https://www.datagibberish.com/p/the-smart-engineers-framework-to-staying-current-without-noise","author":"Yordan Ivanov","domain":"datagibberish.com","section":"articles","topics":["People & careers","Data engineering"]},{"issue":281,"date":"2026-03-13","title":"The 2026 Investment Data Stack","url":"https://www.linkedin.com/feed/update/urn:li:activity:7435324800035868672/","author":"Tavis Lochhead","domain":"linkedin.com","section":"reading","topics":["Data engineering"]},{"issue":281,"date":"2026-03-13","title":"The Proof is in the Pipeline (Part 1)","url":"https://jodyhesch.substack.com/p/the-proof-is-in-the-pipeline-part","author":"Jody Hesch","domain":"jodyhesch.substack.com","section":"reading","topics":["Data engineering"]},{"issue":281,"date":"2026-03-13","title":"Data Engineering Blogs to Follow","url":"https://dataengineeringcentral.substack.com/p/data-engineering-blogs-to-follow","author":"Daniel Beach","domain":"dataengineeringcentral.substack.com","section":"reading","topics":["Data engineering"]},{"issue":281,"date":"2026-03-13","title":"One Observability Goal, Four Agents, Many Trade-Offs: Why No Single Agent Fits Every Use Case","url":"https://medium.com/@dhaval3905/one-observability-goal-four-agents-many-trade-offs-why-no-single-agent-fits-every-use-case-628b07b74535","author":"Dhaval Vithalani","domain":"medium.com","section":"reading","topics":["AI & LLMs","Data governance & quality"]},{"issue":281,"date":"2026-03-13","title":"The Pentagon’s bombshell deal with OpenAI, explained","url":"https://www.understandingai.org/p/the-pentagons-bombshell-deal-with","author":"Timothy B Lee","domain":"understandingai.org","section":"reading","topics":["AI & LLMs"]},{"issue":281,"date":"2026-03-13","title":"The Business Case Isn’t the Decision","url":"https://blog.valuefromdata.ai/p/the-business-case-isnt-the-decision","author":"James Miller & Nick Zervoudis","domain":"blog.valuefromdata.ai","section":"reading","topics":["Data strategy & culture"]},{"issue":281,"date":"2026-03-13","title":"Is Waymo Actually Profitable? The Real Cost of the Robotaxi Revolution","url":"https://thedataexchange.media/quick-take-2026-02-07/","author":"The Data Exchange with Ben Lorica","domain":"thedataexchange.media","section":"reading","topics":["Marketplaces & discovery"],"take":"Autonomous vehicles (AVs) are an interest of mine. At it’s core, this is a massive data play."},{"issue":281,"date":"2026-03-13","title":"A new vision for AI pricing","url":"https://www.growthunhinged.com/p/a-new-vision-for-ai-pricing","author":"Kyle Poyar","domain":"growthunhinged.com","section":"reading","topics":["AI & LLMs"]},{"issue":282,"date":"2026-03-20","title":"The Anthropic Impact and Market Reaction: B2B Information Services Faces Evolution, Not Extinction","url":"https://www.occstrategy.com/en/article/the-anthropic-impact-and-market-reaction/","author":"OC &C Strategy Consultant","domain":"occstrategy.com","section":"articles","topics":["AI & LLMs","Market data & terminals"],"take":"There have been quite a few calls for the end of the data incumbents (Bloomberg, FactSet, LSEG, etc) in recent months. I thought this was a good, level-headed look at the space. There will always be a place for the authoritative (reliable, auditable, defensible) source of information for high-leverage decisions. The delivery will change, and investors fear that the value ascribed to these firms will decline if they become upstream data providers, rather than where they currently sit, at the center of everyone’s workflow."},{"issue":282,"date":"2026-03-20","title":"Leading publisher loses $77m and develops an intelligence product: The Washington Post is now a data business","url":"https://asymmetrixintelligence.substack.com/p/leading-publisher-loses-77m-and-develops","author":"Asymmetrix","domain":"asymmetrixintelligence.substack.com","section":"articles","topics":["Data monetization","Analytics & data science"],"take":"I like how Asymmetrix frames the common themes among businesses that are leaning into their data. Strong brands, strong niches, professional readership, the need to diversify, the ability to create a data product related to your core business. If your business checks all these boxes, you should be able to generate revenue as a “data & analytics business”."},{"issue":282,"date":"2026-03-20","title":"The Incentive Map Every Data Platform PM Should Draw","url":"https://moderndata101.substack.com/p/incentive-map-for-data-pm","author":"Anna Bergevin","domain":"moderndata101.substack.com","section":"articles","topics":["Investing & hedge funds","Analytics & data science"],"take":"There are some great thoughts in the article. What resonated with me is the importance of success metrics. You will get what you incentivize, so be careful what you incentivize, & make sure incentives are aligned across the org. The classic example from my days in the sell-side was to reward for the quantity of published reports. Of course, that leads to lots of mediocre reports. This seems obvious with some outside perspective, but at the time, it was reasonable. As it relates to the business of data, there tends to be a lot of stakeholders and “success” can be opaque. Coming up with the right incentives is worth pondering."},{"issue":282,"date":"2026-03-20","title":"Why I’m Building a New Company","url":"https://brianlichtenberger.substack.com/p/why-im-building-a-new-company","author":"Brian Lichtenberger","domain":"brianlichtenberger.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":282,"date":"2026-03-20","title":"A Hot Knife Through Butter: Lessons Learned Building Tegus","url":"https://www.linkedin.com/pulse/hot-knife-through-butter-lessons-learned-building-tegus-bob-casey-ozwbc/","author":"Bob Casey","domain":"linkedin.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":282,"date":"2026-03-20","title":"Can We Break Open AI’s Black Box?","url":"https://www.chicagobooth.edu/review/can-we-break-open-ais-black-box","author":"Matt Robinson","domain":"chicagobooth.edu","section":"reading","topics":["AI & LLMs"]},{"issue":282,"date":"2026-03-20","title":"If I’m a Data Platform PM, What IS My Product Exactly?","url":"https://dataprodmgmt.substack.com/p/if-im-a-data-platform-pm-what-is","author":"Anna Bergevin","domain":"dataprodmgmt.substack.com","section":"reading","topics":["Data engineering","Data strategy & culture"]},{"issue":282,"date":"2026-03-20","title":"Data Liquidity and the Agentic Marketplace: Moving Beyond Bulk SaaS Contracts | S2E8","url":"https://www.youtube.com/watch?v=yEstkATlXmc","author":"Michael Watson","pub":"Hedgineer","domain":"youtube.com","section":"reading","topics":["AI & LLMs","Marketplaces & discovery"],"take":"This is a good discussion of the dynamic market for data."},{"issue":282,"date":"2026-03-20","title":"The Data Business Benchmark Report","url":"https://drive.google.com/file/d/1RfvWgQBs7gh-7UFjqkosjRPuK9Lye3w7/view?_bhlid=8c4313758245fc6a2d3df5dc6ed1ddb2f9a59660","author":"Garrett Schemmel","pub":"Subrise Intelligence","domain":"drive.google.com","section":"reading","topics":["Data monetization"]},{"issue":282,"date":"2026-03-20","title":"Market Guide for Data Observability Tools","url":"https://www.gartner.com/doc/reprints?id=1-2MVVE4GS&ct=260219&st=sb&submissionGuid=21a51c1b-10e9-4b82-9441-4d9a06d8202c","author":"Melody Chien & Michael Simone","pub":"Gartner","domain":"gartner.com","section":"reading","topics":["Data governance & quality"]},{"issue":283,"date":"2026-03-27","title":"Issue #53 – Relevance of Business Models for Data","url":"https://thedataecosystem.substack.com/p/issue-53-business-models-and-data","author":"Dylan Anderson","domain":"thedataecosystem.substack.com","section":"articles","topics":["Data strategy & culture"],"take":"Understanding your business well enough to build an impactful data model is harder than expected. How will the data you are collecting and processing help the business? This is the key question. The technical part can be fun & interesting, but unless it specially adds value to the business, you risk being a science project rather than a key piece of the business."},{"issue":283,"date":"2026-03-27","title":"When Agents Manage Agents, Blame Disappears. Consequences Don’t.","url":"https://www.montecarlodata.com/blog-agent-accountability/","author":"Barr Moses","domain":"montecarlodata.com","section":"articles","topics":["AI & LLMs"],"take":"Trust is the killer app in the age of AI. At the moment, accountability in AI systems is unclear. Who is responsible when an agent gives the wrong answer (or worse)? This problem will compound as humans get further and further from the loop and systems become increasingly opaque. But, “At the end of the day, you need humans who are ultimately accountable for assurance that the outputs are what we want them to be.” Related 1: Accountability in artificial intelligence: what it is and how it works. Related 2: Why Leaders Can’t Delegate Judgment to Systems: Where Accountability Exists"},{"issue":283,"date":"2026-03-27","title":"America must follow China in treating data as an asset","url":"https://www.ft.com/content/897fca33-0505-4f68-972d-e0191ef4629a","author":"Mike Kuiken","domain":"ft.com","section":"articles","topics":["Data monetization"]},{"issue":283,"date":"2026-03-27","title":"The House of Data Series: People & Leadership","url":"https://www.bigeye.com/blog/the-house-of-data-series-people-leadership","author":"Jim Barker","domain":"bigeye.com","section":"reading","topics":["Data strategy & culture","People & careers"]},{"issue":283,"date":"2026-03-27","title":"World of DaaS Roundup: From Open Data to Owned Data","url":"https://www.worldofdaas.com/p/world-of-daas-roundup-from-open-data-to-owned-data","author":"DaaS All Day","domain":"worldofdaas.com","section":"reading","topics":["Data monetization"]},{"issue":283,"date":"2026-03-27","title":"The 30 highest-signal YouTube channels for hedge funds","url":"https://www.linkedin.com/feed/update/urn:li:activity:7440416447266328577/","author":"Ramsey Shaffer","domain":"linkedin.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":283,"date":"2026-03-27","title":"AI in observability in 2026: Huge potential, lingering concerns","url":"https://grafana.com/blog/observability-survey-AI-2026/","author":"Trevor Jones","domain":"grafana.com","section":"reading","topics":["AI & LLMs","Data governance & quality"]},{"issue":283,"date":"2026-03-27","title":"Gergely Orosz on Technical Blogging","url":"https://writethatblog.substack.com/p/gergely-orosz-on-technical-blogging","author":"Gergely Orosz","domain":"writethatblog.substack.com","section":"reading"},{"issue":283,"date":"2026-03-27","title":"Generative AI for Stock Selection","url":"https://arxiv.org/abs/2602.00196v1","author":"Keywan Rasekhschaffe","domain":"arxiv.org","section":"reading","topics":["AI & LLMs"]},{"issue":283,"date":"2026-03-27","title":"From Dataset to Data Product: How Data Actually Becomes Revenue","url":"https://datamonetizationpodcast.com/","author":"Matthew Bernath","pub":"The Data Monetization Podcast","domain":"datamonetizationpodcast.com","section":"reading","topics":["Data monetization"],"take":"Matthew’s short podcasts are packed with great information."},{"issue":283,"date":"2026-03-27","title":"4th Annual Observability Survey","url":"https://grafana.com/observability-survey/","author":"Grafana","domain":"grafana.com","section":"reading","topics":["Data governance & quality"]},{"issue":284,"date":"2026-04-03","title":"A Better Alt Data Market","url":"https://www.linkedin.com/posts/scotthall2_a-better-alt-data-market-post-7-of-7-treat-share-7442599428810510336-AGp9/","author":"Scott Hall","domain":"linkedin.com","section":"articles","topics":["Alt data industry","Regulation, privacy & compliance"],"take":"Scott shares a series of seven (7) posts laying out a vision for a better alternative data market. The same problems continue … long sales cycles, an unwillingness to invest in organizing the data, pricing issues, compliance complexity, etc."},{"issue":284,"date":"2026-04-03","title":"Development Is Now About Automation, Semantics & Context","url":"https://www.bradoyler.com/ai/shift-in-software-development/","author":"Brad Oyler","domain":"bradoyler.com","section":"articles","topics":["People & careers"],"take":"I thought the author did a good job articulating some complex changes happening in the world of software development."},{"issue":284,"date":"2026-04-03","title":"In Washington’s War on Data, the Economy and Public Will Lose","url":"https://www.bloomberg.com/opinion/articles/2026-03-25/michael-bloomberg-trump-assault-on-federal-data-solves-nothing","author":"Michael Bloomberg","domain":"bloomberg.com","section":"articles","topics":["Macro & economic signals","Market data & terminals"],"take":"The way the government collects data needs to be modernized. I know sophisticated HF’s monitor the US economy much more effectively than the government data collection agencies (13 agencies + 100 other programs). Institutional investors face the interesting predicament of having to forecast the less accurate government figures, as the market will react to these numbers."},{"issue":284,"date":"2026-04-03","title":"Inside the Fed’s Data Playbook: Alternative Datasets Driving Policy","url":"https://www.alternatusintelligence.com/post/inside-the-fed-s-data-playbook-alternative-datasets-driving-policy","author":"Julia Meigh","domain":"alternatusintelligence.com","section":"articles","topics":["Macro & economic signals","Transaction & consumer data"]},{"issue":284,"date":"2026-04-03","title":"Data Observability, ML Model, and Agent Observability In A Single Pane Of Glass","url":"https://www.montecarlodata.com/blog-data-observability-ml-model-and-agent-observability-in-a-single-pane-of-glass/","author":"Michael Senger","domain":"montecarlodata.com","section":"reading","topics":["AI & LLMs","Data governance & quality"]},{"issue":284,"date":"2026-04-03","title":"an update on the CUSIP antitrust case.","url":"https://www.linkedin.com/posts/tim-baker-fintech-venturing_latest-court-filing-making-the-case-to-expand-ugcPost-7442919854539624448-9akD/?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAErRwwBcyzPyIHOC242r28BPyZ9VhwuBow","author":"Tim Baker","domain":"linkedin.com","section":"reading","topics":["Regulation, privacy & compliance"]},{"issue":284,"date":"2026-04-03","title":"My (hypothetical) SRECon26 keynote","url":"https://charitydotwtf.substack.com/p/my-hypothetical-srecon26-keynote","author":"Charity Majors","domain":"charitydotwtf.substack.com","section":"reading","topics":["Data engineering"]},{"issue":284,"date":"2026-04-03","title":"Context Anchoring","url":"https://martinfowler.com/articles/reduce-friction-ai/context-anchoring.html","author":"Rahul Garg","domain":"martinfowler.com","section":"reading","topics":["AI & LLMs"]},{"issue":284,"date":"2026-04-03","title":"Measuring Latency in Data Platforms","url":"https://medium.com/@molina.rodrigo/measuring-latency-in-data-platforms-a2ad48ee16f9","author":"Rodrigo Molina","domain":"medium.com","section":"reading","topics":["Data engineering"]},{"issue":284,"date":"2026-04-03","title":"Data is the new oil, and your database is the only way to extract it","url":"https://stackoverflow.blog/2026/02/17/data-is-the-new-oil/","author":"Ryan","pub":"The Stack Overflow Podcast","domain":"stackoverflow.blog","section":"reading","topics":["Data engineering"],"take":"Some of this resonated with me as they discuss tradeoffs quite a bit. My new company, SymetryML, is focused on eliminating the need for similar tradeoffs. The cost of managing all this data, vs the amount of business insights needed, and the performance needed to have happy customers."},{"issue":285,"date":"2026-04-10","title":"The House of Data Series: People & Leadership","url":"https://www.bigeye.com/blog/the-house-of-data-series-people-leadership","author":"Jim Barker","domain":"bigeye.com","section":"articles","topics":["Data engineering"],"take":"the author shares with us a reminder that data programs don’t fail because of bad tech… they fail because of bad organization/leadership. You can have solid pipelines and top-notch governance, but if no one knows who owns what, how decisions get made, or why it matters to the business … it all stalls."},{"issue":285,"date":"2026-04-10","title":"the web scraping and AI data industry doesn’t have a legal problem. It has a standards problem.","url":"https://www.linkedin.com/posts/sarahransommckenna_a-framework-for-the-open-web-proposed-new-ugcPost-7443371529410768896--G_0/","author":"Sarah McKenna","domain":"linkedin.com","section":"articles","topics":["Web scraping & web data","AI & LLMs"],"take":"Agree. Sarah and the Alliance for Responsible Data Collection (ARDC) have been taking the lead in setting those standards. Contrary to popular belief, all websites don’t want to block all web scrapers. Web scrapers play an important role in making data accessible. If your data is relevant, people will want to collect it."},{"issue":285,"date":"2026-04-10","title":"Software Architecture, Data Models & Netflix","url":"https://jodyhesch.substack.com/p/software-architecture-data-models","author":"Jody Hesch","domain":"jodyhesch.substack.com","section":"articles","topics":["Data engineering"],"take":"I thought this was an interesting, detailed look at how some of these systems actually work. The article focuses on Netflix’s business model and how the system developers help make it all happen. The developers who can understand both the business and the tech are the real heroes in this story."},{"issue":285,"date":"2026-04-10","title":"Compound Swarmcrafting: Why AI Should Write Books Before You Let It Rebuild Itself","url":"https://thecognitiveshift.com/publications/let-them-run/","author":"Rhys Fisher","domain":"thecognitiveshift.com","section":"articles","topics":["AI & LLMs"]},{"issue":285,"date":"2026-04-10","title":"Where Is the Right Place to Catch Data Volume Anomalies?","url":"https://robertsahlin.substack.com/p/where-is-the-right-place-to-catch","author":"Robert Sahlin","domain":"robertsahlin.substack.com","section":"reading","topics":["Data governance & quality","Data engineering"]},{"issue":285,"date":"2026-04-10","title":"Interesting Links in the Data & AI World: March 2026","url":"https://interestinglinks.substack.com/p/2026-03","author":"RMOFF","domain":"interestinglinks.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":285,"date":"2026-04-10","title":"Legal data company Relativity confidentially files for US IPO","url":"https://www.reuters.com/technology/legal-data-company-relativity-confidentially-files-us-ipo-2026-03-19/","author":"Reuters","domain":"reuters.com","section":"reading","topics":["Deals & funding"]},{"issue":285,"date":"2026-04-10","title":"Inside the Archive: The Tech Behind Your 2025 Wrapped Highlights","url":"https://engineering.atspotify.com/2026/3/inside-the-archive-2025-wrapped","author":"Spotify","domain":"engineering.atspotify.com","section":"reading","topics":["Data engineering"]},{"issue":285,"date":"2026-04-10","title":"The Great Consolidation in Market Research","url":"https://www.emporiaresearch.com/blog/the-great-consolidation-in-market-research","author":"Michael Hess","domain":"emporiaresearch.com","section":"reading","topics":["Deals & funding","Alt data industry"]},{"issue":285,"date":"2026-04-10","title":"Why Data as a Product Will Outlast SaaS in an AI World.","url":"https://datamonetizationpodcast.com/","author":"Matthew Bernath","pub":"The Data Monetization Podcast","domain":"datamonetizationpodcast.com","section":"reading","topics":["AI & LLMs","Data monetization"],"take":"Matthew makes a pretty compelling case that SaaS is the product of the cloud era & data is the product of the AI era."},{"issue":285,"date":"2026-04-10","title":"The House of Data Series: People & Leadership","url":"https://www.bigeye.com/blog/the-house-of-data-series-people-leadership","author":"Jim Barker","domain":"bigeye.com","section":"reading","topics":["Data strategy & culture","People & careers"]},{"issue":286,"date":"2026-04-17","title":"The data challenge impacting federal AI adoption","url":"https://federalnewsnetwork.com/commentary/2026/04/the-data-challenge-impacting-federal-ai-adoption/","author":"Bryan Thomas","domain":"federalnewsnetwork.com","section":"articles","topics":["AI & LLMs"],"take":"Getting your data organized to give AI models the right access and context is key to successful AI projects. I see this on the smallest scale (my day-to-day), I can only imagine how complex this must be at the government level."},{"issue":286,"date":"2026-04-17","title":"What Would Happen If Web Scraping Were Banned?","url":"https://builtin.com/articles/web-scraping-ban-what-ifs","author":"Julius Cerniauskas","domain":"builtin.com","section":"articles","topics":["Web scraping & web data"],"take":"Web scraping has a marketing/image problem. I thought it was interesting that many firms that might complain about web scrapers actually benefit by having their data made available to more people, thanks to the scrapers. Web scraping does a lot of good, and despite a few bad actors who handle it poorly, people like Sarah McKenna are working to develop industry-wide standards that will go a long way towards improving the reputation of this practice."},{"issue":286,"date":"2026-04-17","title":"The Golden Record Is Dead. Long Live the Golden Agent.","url":"https://mattsterdatai.com/the-golden-record-is-dead-long-live-the-golden-agent-12a59623988e","author":"Matt Johnson","domain":"mattsterdatai.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"I am a firm believer that AI will create more jobs than there are humans to do the jobs. The jobs will look different, and there will be disruption, but in the next 10-20+ years, AI will be a net positive for job growth."},{"issue":286,"date":"2026-04-17","title":"The 3 Pillars of Observability","url":"https://x.com/twtayaan/status/2042845848401514961?s=43","author":"@twtayaan","domain":"x.com","section":"articles","topics":["Data governance & quality"]},{"issue":287,"date":"2026-04-24","title":"Alternative Data: uncovering opportunities amid the bluster and chaos","url":"https://ccas.tech/2026/04/18/alternative-data/","author":"Steven Carroll","domain":"ccas.tech","section":"articles","topics":["Alt data industry"],"take":"Alt Data is no longer new and, frankly, never really lived up to the hype. Steven offers a few reasons why. Too many vendors. Too tough to wrangle. Ultimately, the juice is not always worth the squeeze."},{"issue":287,"date":"2026-04-24","title":"Direct Data Sourcing at Scale","url":"https://www.kadoa.com/blog/direct-data-sourcing-at-scale","author":"Adrian Krebs","domain":"kadoa.com","section":"articles","topics":["AI & LLMs","Web scraping & web data"],"take":"Web scraping has been a hot topic lately. LLMs getting to the point where they can do the work, and cloud compute is making things affordable … which puts this type of data sourcing within reach for everyone."},{"issue":287,"date":"2026-04-24","title":"How Alternative Data is Changing Consumer Lending Decisions","url":"https://www.bbntimes.com/financial/how-alternative-data-is-changing-consumer-lending-decisions","author":"Daniel Hall","domain":"bbntimes.com","section":"articles","topics":["Alt data industry"],"take":"In theory, using more sources of data will expand access to capital (i.e., I pay my phone bill every month, therefore I am a good credit). See our sponsor from this week, Alternata…they specialize in this stuff. Alt Data is another piece in the puzzle and does not replace existing traditional data sources; it rather enhances and tells a better story about the person or company in question. One interesting use case I’ve heard (not in the article) is that a person who regularly lets their phone battery go to zero is a bad credit risk. Related article: Federal housing agencies to allow alternate credit scores in mortgage applications."},{"issue":287,"date":"2026-04-24","title":"America’s AI Action Plan","url":"chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https:/www.whitehouse.gov/wp-content/uploads/2025/07/Americas-AI-Action-Plan.pdf","section":"articles","topics":["AI & LLMs","Macro & economic signals"]},{"issue":287,"date":"2026-04-24","title":"Your data vendor has a side deal","url":"https://www.glaciernetwork.co/intelligence/your-data-vendor-has-a-side-deal","author":"Don D’Amico","domain":"glaciernetwork.co","section":"reading","topics":["Marketplaces & discovery"]},{"issue":287,"date":"2026-04-24","title":"Quitting my job to research AI software design","url":"https://jamestimmins.com/p/quitting-my-job-to-research-ai-software-design/","author":"James Timmons","domain":"jamestimmins.com","section":"reading","topics":["AI & LLMs","People & careers"]},{"issue":287,"date":"2026-04-24","title":"Inside the Fed’s Data Playbook: Alternative Datasets Driving Policy","url":"https://www.alternatusintelligence.com/post/inside-the-fed-s-data-playbook-alternative-datasets-driving-policy","author":"Julia Meigh","domain":"alternatusintelligence.com","section":"reading","topics":["Macro & economic signals"]},{"issue":287,"date":"2026-04-24","title":"Jose Ramirez","url":"https://www.cleveland.com/guardians/2026/04/jose-ramirez-is-on-fire-and-hes-coming-for-every-record-in-the-guardians-history-book.html","author":"Scot Hamilton","domain":"cleveland.com","section":"reading","topics":["Analytics & data science"]},{"issue":287,"date":"2026-04-24","title":"The Distribution Fallacy — Moats, Mechanisms, and Misreads","url":"https://theterminalist.substack.com/p/the-distribution-fallacy-moats-mechanisms","author":"The Terminalist","domain":"theterminalist.substack.com","section":"reading","topics":["Market data & terminals"]},{"issue":287,"date":"2026-04-24","title":"How AI Is Democratizing Alternative Data for Hedge Funds | Stan Altshuller with Jack Killea","url":"https://www.youtube.com/watch?v=SGQY1ziH7dM","author":"Stan Altshuller","domain":"youtube.com","section":"reading","topics":["AI & LLMs","Alt data industry"],"take":"These AI tools are changing how we work (I think more slowly than everyone expects, but yes, things will change) … this is a good thought piece on how that might happen."},{"issue":287,"date":"2026-04-24","title":"Chief Data Officer Responsibilities in the AI Era: What CDOs Are Telling Us (and What It Means)","url":"https://www.cdomagazine.tech/branded-content/chief-data-officer-responsibilities-in-the-ai-era-what-cdos-are-telling-us-and-what-it-means","author":"Barr Moses & Oren Yunger","domain":"cdomagazine.tech","section":"reading","topics":["AI & LLMs","Data strategy & culture"]},{"issue":288,"date":"2026-05-01","title":"Everything looks like a nail when AI is a hammer","url":"https://charlieko.substack.com/p/everything-looks-like-a-nail-when","author":"Charlie Ko","domain":"charlieko.substack.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"Charlie does a good job articulating some of the challenges with AI, namely that you need transparent, reliable, predictable, repeatable output. Gen AI is not always good for that type of output."},{"issue":288,"date":"2026-05-01","title":"The Distribution Fallacy — Moats, Mechanisms, and Misreads","url":"https://theterminalist.substack.com/p/the-distribution-fallacy-moats-mechanisms","author":"The Terminalist","domain":"theterminalist.substack.com","section":"articles","topics":["Market data & terminals"],"take":"This is (again) insightful writing. Dense. Don’t start reading unless you have some time & attention to commit. I like the historical analogy of cartography."},{"issue":288,"date":"2026-05-01","title":"Five things I believe about the future of analytics","url":"https://roundup.getdbt.com/p/five-things-i-believe-about-the-future","author":"Tristan Handy","domain":"roundup.getdbt.com","section":"articles","topics":["Analytics & data science","AI & LLMs"],"take":"I have been digging into the fact that we will be selling stuff to non-humans (AKA agents) and how does that change things, see points #3 & #4. I admitted last week in ADW’s “Final Thoughts” that I was still trying to figure it out and don’t have a clear answer, not that anyone does at this point."},{"issue":288,"date":"2026-05-01","title":"AI Models Are Commoditizing: Your Data Isn’t","url":"https://solutionsreview.com/thought-leaders/ai-models-are-commoditizing-your-data-isnt/","author":"Doug Laney","domain":"solutionsreview.com","section":"reading","topics":["AI & LLMs"]},{"issue":288,"date":"2026-05-01","title":"Open finance roadmap: our vision for a smart data future","url":"https://www.fca.org.uk/publications/corporate-documents/open-finance-roadmap","author":"FCA","domain":"fca.org.uk","section":"reading","topics":["Regulation, privacy & compliance","Transaction & consumer data"]},{"issue":288,"date":"2026-05-01","title":"$100K Dataset","url":"https://itspronounceddata.beehiiv.com/p/100k-dataset","author":"Dan Entrup","domain":"itspronounceddata.beehiiv.com","section":"reading","topics":["Data monetization","Alt data industry"]},{"issue":288,"date":"2026-05-01","title":"Development Is Now About Automation, Semantics & Context","url":"https://www.bradoyler.com/ai/shift-in-software-development/","author":"Brad Oyler","domain":"bradoyler.com","section":"reading","topics":["AI & LLMs"]},{"issue":288,"date":"2026-05-01","title":"From Managing Billions to Building Data Infrastructure - Nomad Data’s CEO Brad Schneider","url":"https://www.youtube.com/watch?v=soL11Q69fKE","author":"Clara Grigol","pub":"Techsalerator","domain":"youtube.com","section":"reading","topics":["Data engineering"],"take":"How to differentiate when data becomes more accessible?"},{"issue":288,"date":"2026-05-01","title":"Data for AI 2026","url":"https://brightdata.com/ai/data-for-ai-report","author":"Bright Data","domain":"brightdata.com","section":"reading","topics":["AI & LLMs","Web scraping & web data"],"take":"97% of AI organizations now depend on real-time web data infrastructure, yet 90% face restrictions that constrain their initiatives."},{"issue":288,"date":"2026-05-01","title":"Artificial Intelligence Index Report 2026","url":"https://hai.stanford.edu/assets/files/ai_index_report_2026.pdf","author":"A bunch","pub":"people from Stanford","domain":"hai.stanford.edu","section":"reading","topics":["AI & LLMs","Alt data industry"]},{"issue":288,"date":"2026-05-01","title":"Fragmentation kills Alpha","url":"https://didierrlopes.substack.com/p/fragmentation-kills-alpha","author":"Didier Lopes","domain":"didierrlopes.substack.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":289,"date":"2026-05-08","title":"The Data Solutions Architect","author":"Ergest Xheblati","section":"articles","topics":["Data engineering","People & careers"],"take":"#1- Find high leverage problems. #2- Collaborate and get buy in. #3- Architect, design, implement (in other words, make it happen)."},{"issue":289,"date":"2026-05-08","title":"Issue #56 – Redesigning Your Systems for AI","author":"Dylan Anderson","section":"articles","topics":["AI & LLMs"],"take":"this was really helpful. I've tried to make AI a part of my workflow beyond just a super-powered Google search and writing helper. Can it do high quality research reports? Yes … with the right prompts and feedback. But it takes time & a real understanding of workflow to do this right."},{"issue":289,"date":"2026-05-08","title":"Privacy Comes at a Cost for Fintech Borrowers","author":"Carla Fried","section":"articles","topics":["Regulation, privacy & compliance","People & careers"],"take":"I think AI will create more jobs than there are humans to do the jobs."},{"issue":290,"date":"2026-05-15","title":"The Data Context Trap","url":"https://delphinaai.substack.com/p/the-data-context-trap","author":"Duncan Gilchrest & Jeremy Hermann","domain":"delphinaai.substack.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"These guys do a good job of framing problems and offering the solution. I feel like I am living these problems on a very small scale as I try to incorporate Claude into my day-to-day."},{"issue":290,"date":"2026-05-15","title":"AI-Ready Data Is Not Decision-Ready AI","url":"https://moderndata101.substack.com/p/ai-ready-data-is-not-decision-ready","author":"Dominika Michalska","domain":"moderndata101.substack.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"It will be interesting to see where the blame falls when an AI systems makes an error that costs real money/jobs/careers. “Can we responsibly act on this output?” Where should human accountability fit into the workflow? We need transparent, reliable output so human judgment can then be applied to make the final decision."},{"issue":290,"date":"2026-05-15","title":"The Unfettered Capitalist Vibes of AI","url":"https://thedataecosystem.substack.com/p/capitalist-vibes-of-ai","domain":"thedataecosystem.substack.com","section":"articles","topics":["AI & LLMs"]},{"issue":290,"date":"2026-05-15","title":"Private Markets Have Institutionalized, but Operations Have Not","url":"https://www.wealthmanagement.com/investing-strategies/private-markets-have-institutionalized-but-operations-have-not","author":"Robert Norcross","domain":"wealthmanagement.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":290,"date":"2026-05-15","title":"Marketplace brings real-time intelligence to agentic applications","url":"https://www.databricks.com/blog/mcp-marketplace-brings-real-time-intelligence-agentic-applications","author":"Roman Ostrovski, Harish Gaur and Antoine Amend","pub":"Databricks","domain":"databricks.com","section":"reading","topics":["AI & LLMs","Marketplaces & discovery"]},{"issue":290,"date":"2026-05-15","title":"Deepak Gurnani","url":"https://www.linkedin.com/in/deepak-gurnani-03551813/","author":"Bilal Hafeez","pub":"The Macrohive Podcast","domain":"linkedin.com","section":"reading","topics":["Investing & hedge funds","AI & LLMs"],"take":"This is a good high-level conversation from a seasoned institutional investor about working with data with the goal of generating alpha."},{"issue":290,"date":"2026-05-15","title":"April 2026 PDC State of Data Modeling Survey Results Are In!","url":"https://practicaldatamodeling.substack.com/p/april-2026-pdc-state-of-data-modeling","author":"Joe Reis","domain":"practicaldatamodeling.substack.com","section":"reading","topics":["Data engineering"]},{"issue":290,"date":"2026-05-15","title":"AI-Ready Data Is Not Decision-Ready AI","url":"https://moderndata101.substack.com/p/ai-ready-data-is-not-decision-ready","author":"Dominika Michalska","domain":"moderndata101.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":291,"date":"2026-05-22","title":"Why an Apps Marketplace for a Financial Workspace","url":"https://didierrlopes.substack.com/p/why-an-apps-marketplace-for-a-financial","author":"Didier Lopes","domain":"didierrlopes.substack.com","section":"articles","topics":["Marketplaces & discovery","AI & LLMs"],"take":"I’ve used all the data marketplaces at various times in my career, with very little success. So this article caught my eye. Perhaps this is the moment when marketplaces will finally deliver on their long await promise due to the advent of open protocol standards like MCP. I like the idea of focusing on the workflow rather than the data (the details of which can get messy). Assuming you are working with data you can trust, yes trust still matters , the value is in the workflow."},{"issue":291,"date":"2026-05-22","title":"Tensions mount over AI Consequences on the Future","url":"https://www.ai-supremacy.com/p/tensions-mount-over-ai-consequences-on-the-future-2026","author":"Michael Spencer","domain":"ai-supremacy.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"I am an optimist on AI and think there won’t be enough humans to do all the jobs humans will create using AI. After two data- & AI-related conferences in two weeks, I think that point-of-view puts me solidly in the minority. When Citadel’s Ken Griffin is feeling “fairly depressed” after watching AI agents work, it is worth revisiting my opinion. The question is, what do these smart Citadel employees do when they are given a tool that 100x’s their productivity? These aren’t the kind of people who will work less hours. They will create new ways of working, and new ways of making money, and new ways of adding value."},{"issue":291,"date":"2026-05-22","title":"What Happens When AI Agents Become Data Consumers? Monte Carlo CEO Barr Moses Explains","url":"https://www.cdomagazine.tech/data-management/what-happens-when-ai-agents-become-data-consumers-monte-carlo-ceo-barr-moses-explains","author":"CDO Magazine","domain":"cdomagazine.tech","section":"articles","topics":["AI & LLMs","Transaction & consumer data"],"take":"Far more data will be sold to non-humans than humans in coming years, if not months. The non-human data market will be far larger than the human data buying market in both quantity of data and value of the data being transacted. Most data sellers are not set up for this type of transaction and a massive opportunity in coming years is creating the infrastructure (governance, trust, etc) to make these types of transaction happen."},{"issue":291,"date":"2026-05-22","title":"Make Yourself Fungible","url":"https://jodyhesch.substack.com/p/make-yourself-fungible","author":"Jody Hesch","domain":"jodyhesch.substack.com","section":"articles","topics":["People & careers"]},{"issue":291,"date":"2026-05-22","title":"Why Most AI Initiatives Fail Before They Scale","url":"https://maribethmartorana.substack.com/p/ai-organizational-alignment","author":"Maribeth Martorana","domain":"maribethmartorana.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":291,"date":"2026-05-22","title":"Creating Leverage with Data: How Nielsen Ratings Changed TV Shows and Ad Buys","url":"https://sqlpatterns.com/p/creating-leverage-with-data-how-nielsen","author":"Ergest Xheblati","domain":"sqlpatterns.com","section":"reading","topics":["Data monetization"]},{"issue":291,"date":"2026-05-22","title":"if you can’t get a job today, it’s your fault","url":"https://auren.substack.com/p/if-you-cant-get-a-job-today-its-your","author":"Auren Hoffman","domain":"auren.substack.com","section":"reading","topics":["People & careers"]},{"issue":291,"date":"2026-05-22","title":"The 100-Year Lead: What Baseball Teaches Us About the Future of AI","url":"https://high-signal.delphina.ai/episode/the-100-year-lead-what-baseball-teaches-us-about-the-future-of-ai","author":"Hugo Bowne-Anderson","pub":"Delphina’s High Signal podcast","domain":"high-signal.delphina.ai","section":"reading","topics":["AI & LLMs"],"take":"I like baseball and have been wanting to listen to this podcast since I saw it was published."},{"issue":291,"date":"2026-05-22","title":"The 2025 State of Open Source in Financial Services","url":"https://www.finos.org/2025-state-of-open-source-in-financial-services-download","author":"FINOS","domain":"finos.org","section":"reading"},{"issue":291,"date":"2026-05-22","title":"The 6 Messages That Actually Matter","url":"https://tomtunguz.com/the-disappearance-of-email/","author":"of some inspiration for this: Tomasz Tungus","domain":"tomtunguz.com","section":"reading"},{"issue":292,"date":"2026-05-29","title":"Observability was built for humans. AI agents need something different","url":"https://www.techradar.com/pro/observability-was-built-for-humans-ai-agents-need-something-different","author":"Arno van Driel & Mike Shi","domain":"techradar.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"I was the at the Linux Foundation’s Observability conference in Minneapolis last week and had a chance to hear Mike Shi present about about his company Clickhouse."},{"issue":292,"date":"2026-05-29","title":"I’ve spent almost 20 years in the market data industry, and I’ll say it plainly: there has never been a better time to be in this business than right now.","url":"https://www.linkedin.com/posts/markh2o_ive-spent-almost-20-years-in-the-market-ugcPost-7463329930538430466-6b7M/?utm_source=share&utm_medium=member_ios&rcm=ACoAAAErRwwBcyzPyIHOC242r28BPyZ9VhwuBow","author":"Mark Wator","domain":"linkedin.com","section":"articles","topics":["Market data & terminals"],"take":"I love the opening line, and agree! One thing that resonated was that “industries that previously had never been exposed to these data intensive workflows begin to adopt them”."},{"issue":292,"date":"2026-05-29","title":"What Upwork, DoorDash, Meta, EY, and Fundrise reveal about agents","url":"https://gradientflow.substack.com/p/ai-agents-outside-the-coding-world","author":"Ben Lorica","domain":"gradientflow.substack.com","section":"articles","topics":["AI & LLMs"],"take":"data is the context that is the real power behind all the models. But your data is scattered everywhere and, I’d argue, the most important data/context might be in the human’s brain with no real way of being captured by the model."},{"issue":292,"date":"2026-05-29","title":"Bruin Just Bet $1 Billion on the Part of Sports Fans Never See","url":"https://www.linkedin.com/pulse/bruin-just-bet-1-billion-part-sports-fans-never-see-rachel-lynn-karry-iq36e/","author":"Rachel Lynn Karry","domain":"linkedin.com","section":"articles","topics":["Data monetization"]},{"issue":292,"date":"2026-05-29","title":"Reimagining the Workspace: Why AI is an Invitation to Innovate, Not Downsize","url":"https://bodhidata.substack.com/p/reimagining-the-workspace-why-ai","author":"Jordan Morrow","domain":"bodhidata.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":292,"date":"2026-05-29","title":"What TK got right about data at Uber","url":"https://delphinaai.substack.com/p/what-tk-got-right-about-data-at-uber","author":"Jeremy Hermann & Duncan Gilchrest","domain":"delphinaai.substack.com","section":"reading","topics":["Data strategy & culture"]},{"issue":292,"date":"2026-05-29","title":"Making Your Metrics LLM-Ready","url":"https://o11ycon-deploy.vercel.app/#0","author":"Stephanie Wang","pub":"Mongo DB","domain":"o11ycon-deploy.vercel.app","section":"reading","topics":["AI & LLMs","Analytics & data science"]},{"issue":292,"date":"2026-05-29","title":"How can good ideas break out of AI noise?","url":"https://thedatascore.substack.com/p/how-can-good-ideas-break-out-of-ai","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":292,"date":"2026-05-29","title":"Pricing, Packaging and Selling Data Products","url":"https://podcasts.apple.com/us/podcast/the-data-monetization-podcast/id1852941199","author":"Matthew Bernath","domain":"podcasts.apple.com","section":"reading","topics":["Data monetization","AI & LLMs"],"take":"Just because Gen AI is good for a lot of things, doesn’t mean it is good for everything. This is a good summary of which is which."},{"issue":292,"date":"2026-05-29","title":"State of the software engineering job market in 2026","url":"https://newsletter.pragmaticengineer.com/p/state-of-the-job-market-2026","author":"Gergely Orosz and Jessica Salmon","domain":"newsletter.pragmaticengineer.com","section":"reading","topics":["People & careers"]},{"issue":293,"date":"2026-06-05","title":"The next wave of Data & Analytics M&A: research firms are buying their moats.","url":"https://asymmetrixintelligence.substack.com/p/the-next-wave-of-data-and-analytics","author":"Asymmetrix","domain":"asymmetrixintelligence.substack.com","section":"articles","topics":["Analytics & data science","Deals & funding"],"take":"Proprietary inputs become a key value layer. Proprietary inputs cannot be replicated and it gives you an edge. This value is amplified as AI commoditizes the organization and synthesis layer. If you have proprietary data, you are well positioned."},{"issue":293,"date":"2026-06-05","title":"Your Enterprise Data Deserves Better Than a Chatbot","url":"https://gradientflow.substack.com/p/llms-wont-run-your-enterprise-heres","author":"Ben Lorica","domain":"gradientflow.substack.com","section":"articles","topics":["AI & LLMs"],"take":"As systems get bigger and more complex, you need to watch how multiple signals behave together to avoid painful disruptions. Watching single values against static thresholds is monitoring (“univariate”). Watching the behavior of entire systems is the needed next layer (“multivariate”). AI is amplifying this need."},{"issue":293,"date":"2026-06-05","title":"What I Learned at Robotics Summit: The Physical AI Data Market Is Scaling Faster Than Most People Realize","url":"https://www.nexusdatastrategy.com/post/what-i-learned-at-robotics-summit-the-physical-ai-data-market-is-scaling-faster-than-most-people-re","author":"Hugh O’Connor","domain":"nexusdatastrategy.com","section":"articles","topics":["AI & LLMs","Events & community"],"take":"the next hot job is data sourcing expert. Hugh shares with us his takeaways from the recently attended robotics summit. These physical AI tools need training data. He compares the maturity curve this market is experiencing to the maturity curve experienced in the early days of alternative data for hedge funds."},{"issue":293,"date":"2026-06-05","title":"need for proprietary data","url":"https://x.com/Vivek4real_/status/2060165224871706792?s=20","domain":"x.com","section":"articles","topics":["AI & LLMs"]},{"issue":293,"date":"2026-06-05","title":"A reality check on the AI jobs hysteria","url":"https://www.technologyreview.com/2026/05/26/1137855/a-reality-check-on-the-ai-jobs-hysteria/?utm_source=the_download&utm_medium=email&utm_campaign=the_download.unpaid.engagement&utm_term=Active%20Qualified&utm_content=05-27-2026&mc_cid=37d10d6ed0","author":"David Rotman","pub":"MIT Technology Review","domain":"technologyreview.com","section":"reading","topics":["AI & LLMs","People & careers"]},{"issue":293,"date":"2026-06-05","title":"How We Work With Data Providers Today","url":"https://blog.amassinsights.com/email/577dc79a-8822-4dfc-88e5-93bb5fe48bec/","author":"Jordan Hauer","domain":"blog.amassinsights.com","section":"reading","topics":["Marketplaces & discovery"]},{"issue":293,"date":"2026-06-05","title":"Moneyball for book publishers and Substack writers","url":"https://smallpotatoes.paulbloom.net/p/moneyball-for-book-publishers-and","author":"Paul Bloom","domain":"smallpotatoes.paulbloom.net","section":"reading","topics":["Analytics & data science"]},{"issue":293,"date":"2026-06-05","title":"Futurum + ETR: The Future of Tech Sector Intelligence","url":"https://itspronounceddata.beehiiv.com/p/futurum-etr","author":"Dan Entrup","domain":"itspronounceddata.beehiiv.com","section":"reading","topics":["Deals & funding","Alt data industry"]},{"issue":293,"date":"2026-06-05","title":"Where is the Edge When Everyone Has the Same Alt Data?","url":"https://a-teaminsight.com/blog/where-is-the-edge-when-everyone-has-the-same-alt-data/","author":"A-Team Insights","domain":"a-teaminsight.com","section":"reading","topics":["Alt data industry"]},{"issue":293,"date":"2026-06-05","title":"I’m pretty bullish on agentic commoditisation of code ripping up closed-source software moats","url":"https://www.linkedin.com/posts/c-simi_if-weve-spoken-this-year-youll-know-im-activity-7466216904160944128--5gT?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAErRwwBcyzPyIHOC242r28BPyZ9VhwuBow","author":"Charlie Simionescu-Marin","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":293,"date":"2026-06-05","title":"sat down with Boris Cherny","url":"https://www.coatue.com/blog/video/interview-with-claude-code-creator","domain":"coatue.com","section":"reading","topics":["AI & LLMs"],"take":"Things are changing quickly in the AI space. It is interesting to hear from the front lines. It is good to know, when Boris was asked about his thoughts 3-5 years out, he responded that he thinks one month at a time as things are changing so quickly."},{"issue":293,"date":"2026-06-05","title":"Drift on Foundation Models vs. Your Own Models","url":"https://aipmguru.substack.com/p/drift-on-foundation-models-vs-your","author":"Shaili Guru","domain":"aipmguru.substack.com","section":"reading","topics":["AI & LLMs"],"take":"drift is hard to detect and expensive to observe. This caught my eye because detecting drift is what we do really well at SymetryML."},{"issue":294,"date":"2026-06-12","title":"TMT Predictions 2026: The AI gap narrows but persists","url":"https://www.deloitte.com/us/en/insights/industry/technology/technology-media-and-telecom-predictions/2026/saas-ai-agents.html","author":"Multiple authors","pub":"Deloitte","domain":"deloitte.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"There is a ton of good information here. From a data perspective, there is a consistent them that data governance, access, observability, etc is essential to making AI work well. Most companies have not gone through this, sometimes painful, process."},{"issue":294,"date":"2026-06-12","title":"Why Truth and Trust Are No Longer the Same Thing","url":"https://eurekamind.substack.com/p/why-truth-and-trust-are-no-longer","author":"Inbar Rose","domain":"eurekamind.substack.com","section":"articles","topics":["AI & LLMs"],"take":"Interesting articulation of one of the bigger challenges in the age if AI. Trust takes years to build and can be lost in an instant."},{"issue":294,"date":"2026-06-12","title":"What MCPs mean for Data & Analytics Providers","url":"https://asymmetrixintelligence.substack.com/p/what-mcps-mean-for-data-and-analytics","author":"Asymmetrix","domain":"asymmetrixintelligence.substack.com","section":"articles","topics":["Analytics & data science"],"take":"I’ve heard of MCPs for some time and always felt like I kinda understood what they were. I’ve recently been using a few and incorporating them into my workflow. I am now more viscerally understanding what they are and why they are valuable. This summary from Asymmetrix was as good a description as I have come across."},{"issue":294,"date":"2026-06-12","title":"Restoring trust in economic statistics: Why it matters and how we fix it","url":"https://www.brookings.edu/articles/restoring-trust-in-economic-statistics-why-it-matters-and-how-we-fix-it/","author":"Michael Horrigan, David S. Johnson, and Maggie Meinhardt","domain":"brookings.edu","section":"articles","topics":["Analytics & data science","Macro & economic signals"]},{"issue":294,"date":"2026-06-12","title":"How Data Creates Massive Leverage in Opaque Marketplaces","url":"https://sqlpatterns.com/p/how-data-creates-massive-leverage","author":"Ergest Xheblati","domain":"sqlpatterns.com","section":"reading","topics":["Marketplaces & discovery"]},{"issue":294,"date":"2026-06-12","title":"Will SEC reporting proposal supercharge alt data providers?","url":"https://www.risk.net/regulation/7963608/will-sec-reporting-proposal-supercharge-alt-data-providers","author":"Eliot Raman Jones & Mya Jheeta","domain":"risk.net","section":"reading","topics":["Alt data industry","Marketplaces & discovery"]},{"issue":294,"date":"2026-06-12","title":"What Google Did To Websites Is Happening To Your App Right Now","url":"https://vinvashishta.substack.com/p/what-google-did-to-websites-is-happening","author":"Vin Vashishta","domain":"vinvashishta.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":294,"date":"2026-06-12","title":"The independent writer’s advantage in the age of AI","url":"https://on.substack.com/p/the-independent-writers-advantage","author":"Jasmine Sun","domain":"on.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":294,"date":"2026-06-12","title":"The Research Industry’s Self-Inflicted Wound | Signal & Noise Ep 36","url":"https://open.spotify.com/episode/0QheccaWQb49yeZOj0wXE6","author":"Brian Lamar & Andrew DeCilles","pub":"Signal & Noise podcast","domain":"open.spotify.com","section":"reading","topics":["AI & LLMs"],"take":"Bad data is a scourge in the age of AI. Dan’s company is a great example of the value created when you can produce/create high quality data."},{"issue":294,"date":"2026-06-12","title":"Signal Drop: Position Before The Page","url":"https://open.spotify.com/episode/3iGDogcu2HRVi8LYl3545T","author":"Metrics & Mayhem podcast","domain":"open.spotify.com","section":"reading","topics":["Analytics & data science"]},{"issue":294,"date":"2026-06-12","title":"The Eight Levels of AI Adoption","url":"https://every.to/guides/the-eight-levels-of-ai-adoption","author":"Every","domain":"every.to","section":"reading","topics":["AI & LLMs"],"take":"I tried Fable 5 and blew through all my credits in about 5 minutes. It was like using a flamethrower to light a candle."},{"issue":295,"date":"2026-06-19","title":"The Identity Crisis: Why Entity Resolution Is the Missing Foundation of Every Data Product Stack","url":"https://moderndata101.substack.com/p/the-identity-crisis-entity-resolution","author":"Sonal Goyal","domain":"moderndata101.substack.com","section":"articles","topics":["Data monetization"],"take":"this stuff is really hard, and this stuff is really important. Making sure you have high quality input data goes a long way to making sure you have trustworthy output. The author shares some best practices and advice for implementing this in practice (and yes, human-in-the-loop is still a requirement)."},{"issue":295,"date":"2026-06-19","title":"The AI Era: How Deep Learning is Overcoming Data Scarcity in Medical Imaging","url":"https://www.mddionline.com/artificial-intelligence/the-ai-era-how-deep-learning-is-overcoming-data-scarcity-in-medical-imaging","author":"Patha Anbil","domain":"mddionline.com","section":"articles","topics":["AI & LLMs","Regulation, privacy & compliance"],"take":"This caught my eye because SymetryML’s sister company Decentra Health plays in this space. Medical research is difficult, in part because of the need for privacy. Pulling together massive datasets that are robust enough for deep research is a challenge. Get the federated learning benefits without the associated risks. Every field where data is scarce or sensitive is making the same shift, from shipping the data to shipping the statistics."},{"issue":295,"date":"2026-06-19","title":"DuckDB’s agent moment (Jordan Tigani","url":"https://roundup.getdbt.com/p/duckdbs-agent-moment-jordan-tigani","author":"Dan Poppy","domain":"roundup.getdbt.com","section":"articles","topics":["AI & LLMs"],"take":"This is a transcript of a conversation between Tristan Handy and Jordan Tigani. This line caught my eye: “Data size and compute size are two different axes.”"},{"issue":295,"date":"2026-06-19","title":"Trust Doesn’t Come with the Dashboard","url":"https://stormking.substack.com/p/trust-doesnt-come-with-the-dashboard","author":"Dan Evans","domain":"stormking.substack.com","section":"articles","topics":["Analytics & data science"]},{"issue":295,"date":"2026-06-19","title":"How I Cut Prospect Research from 30 Minutes to 2 (Using AI)","url":"https://aiblewmymind.substack.com/p/ai-prospect-research-workflow","author":"Daria Cupareanu","domain":"aiblewmymind.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":295,"date":"2026-06-19","title":"AI is Rewriting the Economics of Outsourcing","url":"https://hbr.org/2026/06/ai-is-rewriting-the-economics-of-outsourcing","author":"Abhimnav Agrawal","domain":"hbr.org","section":"reading","topics":["AI & LLMs","Macro & economic signals"]},{"issue":295,"date":"2026-06-19","title":"Observability overload is drowning engineers","url":"https://thenewstack.io/observability-overload-is-drowning-engineers/","author":"Alex Wilhelm","domain":"thenewstack.io","section":"reading","topics":["Data governance & quality"]},{"issue":295,"date":"2026-06-19","title":"An Overview of Modern AI Robotics from First Principles.","url":"https://interlatent.com/blog/interlatent-modern-ai-robotics-first-principles","author":"Interlatent","domain":"interlatent.com","section":"reading","topics":["AI & LLMs"]},{"issue":295,"date":"2026-06-19","title":"The Mom-and-Pop SaaS era has arrived","url":"https://www.elenaverna.com/p/the-mom-and-pop-saas-era-has-arrived","author":"Elena Verna","domain":"elenaverna.com","section":"reading","topics":["AI & LLMs"]},{"issue":295,"date":"2026-06-19","title":"How Evan Schnidman Went From Professor to AI Founder to Leading Fidelity Labs (Part 2)","url":"https://podcasts.apple.com/us/podcast/how-evan-schnidman-went-from-professor-to-ai-founder/id1829119131?i=1000772906733","author":"Rob Sarnie","pub":"“What the Heck Fintech”","domain":"podcasts.apple.com","section":"reading","topics":["AI & LLMs"],"take":"great to get the current startup view from Evan’s perspective. He shares some background on himself (academic to entrepreneur … his comapny Prattle was first to use AI to analyze earnings calls… 2019 sold to Liquidnet)."},{"issue":295,"date":"2026-06-19","title":"How Anthropic enables self-service data analytics with Claude","url":"https://claude.com/blog/how-anthropic-enables-self-service-data-analytics-with-claude","author":"Anthropic","domain":"claude.com","section":"reading","topics":["AI & LLMs","Analytics & data science"],"take":"I agree that “data foundations” is the base layer."},{"issue":296,"date":"2026-06-26","title":"Data is THE moat","url":"https://didierrlopes.substack.com/p/data-is-the-moat","author":"Didier Lopes","domain":"didierrlopes.substack.com","section":"articles","topics":["Data strategy & culture","Data monetization"],"take":"I like the expansion beyond, 1- data you’ve licensed, and 2- your internal data … to 3- “derivative data”. This is how you combine and work with (correct, decide, combine, query) the data, that is what makes your data more valuable. Said another way, asking the best, or most unique interrogations of proprietary data is going to be a huge moat in coming years (shameless plug: SymetryML makes this easier)."},{"issue":296,"date":"2026-06-26","title":"Data Contracts - Putting Data Governance into Practice.","url":"https://peterbaumann.substack.com/p/data-contracts","author":"Peter Baumann","domain":"peterbaumann.substack.com","section":"articles","topics":["Data governance & quality"],"take":"I am seeing governance issues around who gets access to what information even at a small company like mine. I cannot imagine the complexity at a large organization. But I can imagine the power once these guardrails are in place, this makes it worth the effort."},{"issue":296,"date":"2026-06-26","title":"What is shadow AI?","url":"https://www.bigeye.com/blog/what-is-shadow-ai","author":"BigEye","domain":"bigeye.com","section":"articles","topics":["AI & LLMs","Regulation, privacy & compliance"],"take":"I’ve been seeing this issue discussed more frequently. People use their personal AI at work (I am guilty of this). This can create problems. Traceability, privacy, exposing confidential information … this stuff is not good."},{"issue":296,"date":"2026-06-26","title":"Fable and Mythos Are Here (well kinda). So What’s Next for Human Work?","url":"https://thedataecosystem.substack.com/p/fable-and-mythos-are-here-next-for-humans","author":"Dylan Anderson","domain":"thedataecosystem.substack.com","section":"articles","topics":["AI & LLMs","People & careers"]},{"issue":296,"date":"2026-06-26","title":"disposable software: software is now just paper plates","url":"https://auren.substack.com/p/disposable-software-software-is-now","author":"Auren Hoffman","domain":"auren.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":296,"date":"2026-06-26","title":"A New Threat to Economic Data","url":"https://agglomerations.eig.org/p/a-new-threat-to-economic-data","author":"Nathan Goldschlag","domain":"agglomerations.eig.org","section":"reading","topics":["Macro & economic signals"]},{"issue":296,"date":"2026-06-26","title":"Why AI hasn’t replaced software engineers, and won’t","url":"https://www.normaltech.ai/p/why-ai-hasnt-replaced-software-engineers","author":"Arvind Narayanan and Sayash Kapoor","domain":"normaltech.ai","section":"reading","topics":["AI & LLMs"]},{"issue":296,"date":"2026-06-26","title":"The City of London’s vanishing analysts","url":"https://www.cnbc.com/2026/06/17/extel-survey-equity-analysts-uk-stocks-small-mid-caps-smid.html","author":"Ian King","domain":"cnbc.com","section":"reading","topics":["Investing & hedge funds","People & careers"]},{"issue":296,"date":"2026-06-26","title":"Account Scoring Should Explain, Not Just Rank","url":"https://sumble.com/guides/account-scoring-1","author":"Anthony Goldbloom","domain":"sumble.com","section":"reading","topics":["Analytics & data science"]},{"issue":296,"date":"2026-06-26","title":"Vibemaxxing","url":"https://itspronounceddata.beehiiv.com/p/vibemaxxing","author":"Dan Entrup","domain":"itspronounceddata.beehiiv.com","section":"reading","topics":["AI & LLMs"]},{"issue":296,"date":"2026-06-26","title":"AI Pushes Trading Into Thinner Markets","url":"https://www.ai-street.co/p/ai-pushes-trading-into-thinner-markets","author":"Matt Robinson","domain":"ai-street.co","section":"reading","topics":["Investing & hedge funds","AI & LLMs"],"take":"I’ve enjoyed this podcast series. As a massive investor in everything, Norge’s CEO Nicolai Tangen gets great guests. He also lets his guests talk (which my podcast hosts don’t do). Nicolai interview style is rapid fire questions of high-level thinkers like Sridhar."},{"issue":296,"date":"2026-06-26","title":"Neither Alone, Both in Sequence: Human-Agent Collaboration, Intellect, and the Information Frontier","url":"https://brickroad.network/blog/neither-alone-both-in-sequence","author":"Freeman Lewin","domain":"brickroad.network","section":"reading","topics":["AI & LLMs"],"take":"This is deep. The amount of information is expanding at a rate beyond our ability to comprehend…and our efforts to harness the information increases the rate at which information grows."},{"issue":296,"date":"2026-06-26","title":"You Are Living in an Exponential World. Stop Thinking Linearly.","url":"https://bodhidata.substack.com/p/you-are-living-in-an-exponential","domain":"bodhidata.substack.com","section":"reading","topics":["Data strategy & culture"]},{"issue":296,"date":"2026-06-26","title":"The 4 Questions That Decide if Your Idea Deserves Your Time","url":"https://www.datagibberish.com/p/stop-asking-for-leverage-you-havent-earned","author":"Yordan Ivanov","domain":"datagibberish.com","section":"reading","topics":["AI & LLMs"],"take":"I add articles and interesting things I come across to a Claude skill I created called “crucible” … this places the article in a 2x2 box (see below)."},{"issue":297,"date":"2026-07-03","title":"On Data Quality","url":"https://pivotal.substack.com/p/on-data-quality-1-basics","author":"Abraham Thomas","domain":"pivotal.substack.com","section":"articles","topics":["Data governance & quality"],"take":"Another must-read from Abraham (teased as a “Part 1”). He shares with us the different levels of data quality: granular, aggregate, fitness, value. These are laddered and reliant on the prior step."},{"issue":297,"date":"2026-07-03","title":"The Real Advantage Isn’t More Data. It’s Better Context","url":"https://www.usatoday.com/story/special/contributor-content/2026/06/25/the-real-advantage-isnt-more-data-its-better-context/90697843007/","author":"Jon Stojan","domain":"usatoday.com","section":"articles","topics":["AI & LLMs"],"take":"Data access used to be the source of advantage (the internet helped solve this). Then it was the ability to process that data (AI levels the playing field here). Now it is organizing it the right way, giving it the context of what you are doing, and asking the best questions of the data."},{"issue":297,"date":"2026-07-03","title":"How quants are getting the most out of Claude","url":"https://www.waterstechnology.com/emerging-technologies/7953139/how-quants-are-getting-the-most-out-of-claude","author":"Rob Mannix & Mauro Cesa","domain":"waterstechnology.com","section":"articles","topics":["Investing & hedge funds","AI & LLMs"]},{"issue":297,"date":"2026-07-03","title":"Data Contracts - Putting Data Governance into Practice","url":"https://peterbaumann.substack.com/p/data-contracts","author":"Peter Baumann","domain":"peterbaumann.substack.com","section":"reading","topics":["Data governance & quality"]},{"issue":297,"date":"2026-07-03","title":"The State of Data Products (Q1)","url":"https://www.moderndata101.com/state-of-data-products","author":"Modern Data 101","domain":"moderndata101.com","section":"reading","topics":["Data monetization"]},{"issue":297,"date":"2026-07-03","title":"Raising Cannes","url":"https://itspronounceddata.beehiiv.com/p/raising-cannes","author":"Dan Entrup","domain":"itspronounceddata.beehiiv.com","section":"reading","topics":["Events & community"]},{"issue":297,"date":"2026-07-03","title":"The Data Stack Wasn’t Built for AI — Here’s What Comes Next","url":"https://podcasts.apple.com/us/podcast/the-data-stack-wasnt-built-for-ai-heres-what-comes-next/id1487704458?i=1000773258411","author":"Ben Lorica","pub":"The Data Exchange Podcast","domain":"podcasts.apple.com","section":"reading","topics":["AI & LLMs","Data engineering"],"take":"Ben is one of my favorite follows in the data world."},{"issue":297,"date":"2026-07-03","title":"Explore data for sale: Winners, failures & the decisions that made them","url":"https://info.neudata.co/data-selling-winners-failures-and-key-decisions","author":"Neudata’ Stuart Broughton","domain":"info.neudata.co","section":"reading","topics":["Marketplaces & discovery"]},{"issue":297,"date":"2026-07-03","title":"The State of AI in the Enterprise","url":"https://www.deloitte.com/us/en/what-we-do/capabilities/applied-artificial-intelligence/content/state-of-ai-in-the-enterprise.html","domain":"deloitte.com","section":"reading","topics":["AI & LLMs"],"take":"This first chart is interesting … hopes were too high for everything but productivity."},{"issue":297,"date":"2026-07-03","title":"MCP adoption survey","url":"https://asymmetrixintelligence.substack.com/p/take-our-mcp-survey-on-how-the-sector","author":"Asymmetrix","domain":"asymmetrixintelligence.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":298,"date":"2026-07-10","title":"An LLM Without Memory Is Just a Very Expensive Prompt","url":"https://www.corvic.ai/blog/-LLM-Memory","author":"Gurbinder Gill","domain":"corvic.ai","section":"articles","topics":["AI & LLMs"],"take":"The winners in the AI age will be those firms that understand their own businesses well enough that they can build the workflows that compound over time (and workflows that deliver deterministic outputs when that is appropriate)."},{"issue":298,"date":"2026-07-10","title":"How Much Hedge Fund Alpha Is Lost Before the Model Even Runs?","url":"https://a-teaminsight.com/blog/how-much-hedge-fund-alpha-is-lost-before-the-model-even-runs/","author":"A-Team Insights","domain":"a-teaminsight.com","section":"articles","topics":["Investing & hedge funds"],"take":"This is a problem as old as data itself. Dealing with bad data, finding it, cleaning it, organizing, it … what a pain."},{"issue":298,"date":"2026-07-10","title":"The World as Model","url":"https://cruciblecapital.substack.com/p/the-world-as-model","author":"Meltem Demirors","domain":"cruciblecapital.substack.com","section":"articles","topics":["AI & LLMs"]},{"issue":298,"date":"2026-07-10","title":"Everyone’s Building Agents. Almost Nobody’s Built the Foundation.","url":"https://stormking.substack.com/p/everyones-building-agents-almost","author":"Dan Evans","domain":"stormking.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":298,"date":"2026-07-10","title":"The Model Is Smart. Your Company Is the Problem - Issue 322","url":"https://dataanalysis.substack.com/p/the-model-is-smart-your-company-is-problem","author":"Olga Berezovsky","domain":"dataanalysis.substack.com","section":"reading","topics":["AI & LLMs","Data strategy & culture"]},{"issue":298,"date":"2026-07-10","title":"On Data Quality","url":"https://pivotal.substack.com/p/on-data-quality-1-basics","author":"Abraham Thomas","domain":"pivotal.substack.com","section":"reading","topics":["Data governance & quality"]},{"issue":298,"date":"2026-07-10","title":"Summer Inspiration 2026: Books, Podcasts, and Newsletters Shaping Data and Investing","url":"https://thedatascore.substack.com/p/summer-inspiration-2026-books-podcasts","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":298,"date":"2026-07-10","title":"Building Mature, Decision-Driven Data Organizations","url":"https://www.moderndata101.com/cxo-insights/nehhaa-purohit","author":"Nehhaa Purohit","domain":"moderndata101.com","section":"reading","topics":["Data strategy & culture"],"take":"Interesting interview with a founder of nao Labs. It is pronounced “nao” … like “now” … not pronounced “n. a. o.” ..."},{"issue":298,"date":"2026-07-10","title":"context engineering playbook","url":"https://docs.getnao.io/nao-agent/context-engineering/playbook","domain":"docs.getnao.io","section":"reading","topics":["Data strategy & culture"]},{"issue":298,"date":"2026-07-10","title":"Marc Andreessen on AI, California, and the Future of America | Joe Rogan","url":"https://a16z.com/podcast/marc-andreessen-on-ai-california-and-the-future-of-america-joe-rogan/","domain":"a16z.com","section":"reading","topics":["AI & LLMs"],"take":"I listened to this entire 3-hour podcast while driving last weekend. I really enjoyed it. Specifically this part:"},{"issue":298,"date":"2026-07-10","title":"The Modern Data Report 2026: The Data Activation Gap","url":"https://www.themoderndatacompany.com/resources/the-modern-data-report-2026","author":"Modern Data 101","domain":"themoderndatacompany.com","section":"reading","topics":["Data strategy & culture","Data engineering"]},{"issue":299,"date":"2026-07-17","title":"We Don't Have a Data Problem. We Have a Signal Problem","url":"https://www.polarisio.com/decision-intelligence-signal-problem/","author":"Kunal Mehta","domain":"polarisio.com","section":"articles","topics":["Analytics & data science"],"take":"The bottleneck is no longer data, or even access to data. It is attention and context. Can you sift petabytes of noise for the one piece that matters? Can you do it in real time? Can you do it at scale?"},{"issue":299,"date":"2026-07-17","title":"The World as Model","url":"https://cruciblecapital.substack.com/p/the-world-as-model","author":"Meltem Demirors","domain":"cruciblecapital.substack.com","section":"articles","topics":["AI & LLMs"],"take":"I was watching the MLB draft earlier this week when I heard a scout say that MLB prospects need to get to a place (NCAA school, HS team, baseball camp, etc.) that will start to collect their data. The right baseball data collection equipment will capture spin rates, swing speed, exit velo, etc. In this new world of baseball, these numbers will get you found by the scouts (or ignored)."},{"issue":299,"date":"2026-07-17","title":"How alternative data drive investment insight and alpha potential","url":"https://www.troweprice.com/institutional/us/en/insights/articles/2026/q3/how-alternative-data-drive-investment-insight-and-alpha-potential-na.html","author":"Vinit Agrawal & Jason Nogueira","domain":"troweprice.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Investment analysts can dig deeper into the companies and industries they cover than ever before. AI tools are making engagement with all sorts of data more impactful, traditional and ‘alternative’ sources alike."},{"issue":299,"date":"2026-07-17","title":"Fundamentals of Engineering: Part 1","url":"https://jodyhesch.substack.com/p/fundamentals-of-engineering-part","author":"Jody Hesch","domain":"jodyhesch.substack.com","section":"reading","topics":["Data engineering"]},{"issue":299,"date":"2026-07-17","title":"MCPs Are Becoming Finance’s New Plumbing","url":"https://mindfuldatabycindy.substack.com/p/mcps-are-becoming-finances-new-plumbing","author":"Cindy Lin","domain":"mindfuldatabycindy.substack.com","section":"reading","topics":["AI & LLMs","Market data & terminals"]},{"issue":299,"date":"2026-07-17","title":"How the Growing Use of Alternative Data Sources Is Reshaping How Professional Traders Identify Market Inefficiencies","url":"https://www.openpr.com/news/4571791/davis-cole-highlights-how-the-growing-use-of-alternative-data","author":"Davis & Cole","domain":"openpr.com","section":"reading","topics":["Alt data industry"]},{"issue":299,"date":"2026-07-17","title":"Strategic Strategery","url":"https://itspronounceddata.beehiiv.com/p/strategic-strategery","author":"Dan Entrup","domain":"itspronounceddata.beehiiv.com","section":"reading","topics":["Data monetization"]},{"issue":299,"date":"2026-07-17","title":"Kevin Warsh’s new Fed","url":"https://www.economist.com/the-world-in-brief/2026/07/14/fc11039c-f636-4099-a3c3-42be81d437a9","author":"The Economist","domain":"economist.com","section":"reading","topics":["Macro & economic signals"]},{"issue":299,"date":"2026-07-17","title":"How Alternative Data and AI Are Predicting Market Moves Before Everyone Else","url":"https://www.acadia.im/blog/momentum-alternative-data-ai-predicting-market-moves","author":"Stan Altshuller","domain":"acadia.im","section":"reading","topics":["Alt data industry","AI & LLMs"],"take":"Alternative data is not always found in private, hard to find places …sometimes it is just public data, organized really well. Different people will interpret the same data differently. Which keeps things interesting."},{"issue":299,"date":"2026-07-17","title":"Voices from the Data Community: How 2025 Has Impacted Public Data Users","url":"https://ssrs.com/emerge-initiative/","author":"SSRS","domain":"ssrs.com","section":"reading","topics":["Macro & economic signals"],"take":"The recent interruptions of government data flows are an opportunity to improve how we work with data. This should cause users of gov’t data to want to broaden the data sources we use to determine how we are doing as a country (i.e. include more alternative sources of data)."},{"issue":299,"date":"2026-07-17","title":"Kevin Warsh’s new Fed","url":"https://www.economist.com/the-world-in-brief/2026/07/14/fc11039c-f636-4099-a3c3-42be81d437a9","author":"Related article: The Economist","domain":"economist.com","section":"reading","topics":["Macro & economic signals"]},{"issue":299,"date":"2026-07-17","title":"The Evolution of Retail Brokerage","url":"https://www.linkedin.com/feed/update/urn:li:share:7482503974256947200/","author":"Pouya Taaghol","domain":"linkedin.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":1,"date":"2020-10-30","title":"article","url":"https://www.institutionalinvestor.com/article/b1np5qvh2x11fc/It-s-Time-to-Cash-In-on-Big-Data","author":"Institutional Investor Magazine","domain":"institutionalinvestor.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"Good to see an influential publication like Institutional Investor take note of the interest in alternative data. They note a relatively small number of institutional investors currently taking advantage of alt data insights. We are in the early innings."},{"issue":1,"date":"2020-10-30","title":"released a new version of its new Entity Mapper API","url":"https://www.prnewswire.com/news-releases/alternative-data-group-altdg-releases-a-new-version-of-its-entity-mapper-ticker-tagging-api-301159500.html","author":"Alternative Data Group (AltDG) [","domain":"prnewswire.com","section":"articles","topics":["Alt data industry"],"take":"90 West’s offering is clean and mapped to 300+ tickers. This is a major point of positive feedback we get from buyside clients. This cleansing of the data is a big deal. “Simply” getting the data into a format where it can be analyzed can take a majority of the time spent during the data review process."},{"issue":1,"date":"2020-10-30","title":"CFPB exploring the regulation of open banking.","url":"https://www.lexology.com/library/detail.aspx?g=86f3152e-9c8d-4c86-89ba-3cf2376c30e0","domain":"lexology.com","section":"articles","topics":["Regulation, privacy & compliance","Alt data industry"],"take":"This was great. Despite being >1 year old, this interview is still very relevant. There are real challenges to incorporating alt data into the investment process. The interviewee does a great job articulating those challenges while understanding how big the opportunity potentially can be for world of professional investment management."},{"issue":10,"date":"2021-01-01","title":"using sentiment data","url":"https://www.alpha-week.com/transformative-power-alternative-data-source-untapped-alpha","author":"AlphaWeek","domain":"alpha-week.com","section":"articles","topics":["Investing & hedge funds","AI & LLMs"],"take":"Data from social media platforms is constant. Finding “signals” from such a massive amount of noise is difficult. Advances in technology such as Machine Learning is accelerating the usability of such alternative data. The article also notes that, while incorporating this type of data into the investment process was historically solely the arena of quants, we are starting to see more traditional fundamental asset managers include a wider range of data in their research processes."},{"issue":10,"date":"2021-01-01","title":"Bloomberg acquires Second Measure.","url":"https://www.prnewswire.com/news-releases/bloomberg-completes-acquisition-of-second-measure-301198398.html","domain":"prnewswire.com","section":"articles","topics":["Deals & funding","Market data & terminals"],"take":"Second Measure was acquired by Bloomberg. Second Measure is a data analytics company that makes sense out of a wide range of “alternative data” sources (note: 90 West does not work with Second Measure). 2021 will be a year of M&A within the data sector. Second Measure is well positioned to help buyside firms make sense of all the data that is out there. The market has yet to clearly determine where the value lies…the data owner (like 90 West) or the data aggregator / processor (like Second Measure)."},{"issue":10,"date":"2021-01-01","title":"The Age Of Alt-facts: Why Your Business Must Focus On Alternative Data","url":"https://analyticsindiamag.com/the-age-of-alt-facts-why-your-business-must-focus-on-alternative-data/","author":"Varun Babbar, managing director for Qlik India","domain":"analyticsindiamag.com","section":"articles","topics":["Alt data industry"],"take":"This is a well written article. Data can either empower or overwhelm. Those firms fully utilizing all information available will be at a significant advantage over peers. This is not easily done and we are in the early innings of figuring out how to best deliver the right information to the right people at the right time."},{"issue":10,"date":"2021-01-01","title":"Alt Data Industry: 5 Predictions for '21","url":"https://www.linkedin.com/pulse/alt-data-industry-5-predictions-21-john-farrall","author":"My article","domain":"linkedin.com","section":"articles","topics":["Alt data industry"]},{"issue":10,"date":"2021-01-01","title":"interviews Michael Herskovitz of Alliance Bernstein","url":"https://podcasts.apple.com/us/podcast/masters-of-data-podcast/id1363415303?i=1000445549824","author":"Masters","pub":"Data podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["Investing & hedge funds","Alt data industry"],"take":"This podcast caught my eye as the interviewee is from Alliance Bernstein, a highly regarded traditional fundamental equity research firm. One of the key areas of growth for the alt data market is expanding beyond the systemic/quants into traditional fundamental investors."},{"issue":10,"date":"2021-01-01","title":"interviews Bill Dague of Quandl","url":"https://podcasts.apple.com/us/podcast/payments-innovation/id1362986650?i=1000451005862","author":"Payments Innovation Podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["Investing & hedge funds","Analytics & data science"],"take":"Bill says we are living through a data revolution. Wall Street has always been an early adopter in the information game. As an investor, you can get an edge on the market by having better information. It is becoming apparent that all companies will have to become more data-centric going forward. Bill makes the point that it will be the next generation of data scientist that bridge the gap to re-orient entire businesses around data and how it will drive value for an organization."},{"issue":11,"date":"2021-01-08","title":"Explaining Data Science to a Non-Data Scientist","url":"https://www.datasciencecentral.com/profiles/blogs/explaining-data-science-to-a-non-data-scientist","author":"Data Science Central","domain":"datasciencecentral.com","section":"articles","topics":["Analytics & data science"],"take":"Similar to the podcast highlighted below, the best data scientists are good storytellers. It is difficult to take a pile of data and create a relevant story that delivers real insights to your audience. Data scientists that can do this are the superstars. The punchline is “keep it simple, keep it brief, and still get across the magic in what you do.”"},{"issue":11,"date":"2021-01-08","title":"this","url":"https://www.forbes.com/sites/elenabotella/2020/12/14/another-reason-not-to-buy-and-sell-individual-stocks-hedge-funds-buy-your-credit-card-transaction-data-to-predict-the-market/?sh=aabdea3450b7","author":"Forbes","domain":"forbes.com","section":"articles","topics":["Investing & hedge funds","Regulation, privacy & compliance"],"take":"This article focuses on the informational disadvantage individual investors are at relative to investment professionals. The article then turns its focus to Yodlee, the leading back-end technology provider for the handing of financial data within apps. Yodlee has faced scrutiny about how consumer’s data is collected and used. The SEC and CFPB have had spent a lot of time understanding how Yodlee and others collect and use the data and, importantly, has validated the practice at each review. These reviews are important and should be part of standard operations given the strict regulatory requirements within the investment space. The buyer of the data should have confidence the data vendor has gone through reviews and business practices have been validated."},{"issue":11,"date":"2021-01-08","title":"this","url":"https://www.wsj.com/articles/apple-and-google-to-stop-x-mode-from-collecting-location-data-from-users-phones-11607549061?mod=hp_lead_pos4","author":"WSJ","domain":"wsj.com","section":"articles","topics":["Regulation, privacy & compliance","Transaction & consumer data"],"take":"There has been a lot of scrutiny around consumer privacy in recent months. X-Mode pays app developers to embed X-Mode’s software in apps in exchange for the data feed (primarily data about location of the app users phones). The government has been a customer of X-Mode. This article is interesting because it is not the government regulating, but rather the dominant phone companies regulating how app developers will use consumer data. From a data buyer perspective, it is important to understand the entire chain of data control and where the data vendor could lose control of the data, potentially disrupting your business."},{"issue":11,"date":"2021-01-08","title":"FiscalNote Announces Acquisition of Alternative data provider FactSquared","url":"https://www.globenewswire.com/news-release/2021/01/05/2153509/0/en/FiscalNote-Announces-Acquisition-of-FactSquared.html","domain":"globenewswire.com","section":"articles","topics":["Alt data industry","Deals & funding"],"take":"Another example of increasing M&A within the alternative data space. As the industry matures, we will see more of this type of activity."},{"issue":11,"date":"2021-01-08","title":"Alt Data Industry: 5 Predictions for '21","url":"https://www.linkedin.com/pulse/alt-data-industry-5-predictions-21-john-farrall","author":"#2: My article","domain":"linkedin.com","section":"articles","topics":["Alt data industry"]},{"issue":11,"date":"2021-01-08","title":"interviews Paul Gaudette of Dig Insights","url":"https://podcasts.apple.com/us/podcast/data-gurus/id1351574994?i=1000498037186","author":"Data Guru’s Podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["Analytics & data science"],"take":"The most valuable item in this podcast was Paul’s insights into the delivery of the “product” to their corporate clients. Historically market research firms would define an important question & analyze data to gather insights. After a few weeks or months, they would deliver findings in an elaborate PowerPoint presentation. DIG Insights offers their insights but also tries to make it easy for clients to access and interact with the raw data via easy-to-use visualization tools. The key is a blend of appealing visualization and robust data analytics. This leads to deeper relationships with clients as they come up with new questions & further interact with DIG Insights."},{"issue":11,"date":"2021-01-08","title":"how to best communicate to your audience using your data","url":"https://podcasts.apple.com/us/podcast/storytelling-with-data-podcast/id1318029970?i=1000501881591","domain":"podcasts.apple.com","section":"podcasts","topics":["Data monetization","Marketplaces & discovery"],"take":"I thought this was helpful. Key takeaway is to be thoughtful regarding your audience. Since I spend all my time focused on 90 West Data and our product, it is easy to think your data is so great that it will sell itself & everyone will see this as obvious. This is rarely the case. Data vendors need to make sure they are delivering the right message to clients and potential clients. This is of particular importance when selling data to the corporate market where multiple people can look at the same data of derive very different conclusions. There is a good discussion of questions to ask yourself as you prepare your pitch or presentation."},{"issue":119,"date":"2023-02-03","title":"The State Of Data Engineering - Part 2","url":"https://seattledataguy.substack.com/p/the-state-of-data-engineering-part-b61","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"articles","topics":["Data engineering","Data governance & quality"],"take":"The State of Data Engineering - Part 1 can be found here. I could write a few posts about just this article. This blog shares the results of a pretty extensive survey Seattle Data Guy completed. There is some great feedback here across data catalogs, data observability, ETL/ELT, and other trending topics. Of most interest to me was the data observability/data quality topic. I see this as a foundational issue for anyone working with data. As such, I was surprised to see 45% of respondents having no form of data quality solution (big opportunity for those companies!) & most that are implementing some data quality solution are doing so in-house. Thanks to Seattle Data Guy for pulling this all together ... if you are in the data space, you should be following this SubStack."},{"issue":119,"date":"2023-02-03","title":"Data monetization on the rise, driven by the most digitally mature enterprises","url":"https://www.spglobal.com/marketintelligence/en/news-insights/research/data-monetization-on-the-rise-driven-by-the-most-digitally-mature-enterprises","author":"S&P Global","domain":"spglobal.com","section":"articles","topics":["Marketplaces & discovery","Data monetization"],"take":"Are data marketplaces finally going to have their day? I have been a skeptic of data marketplaces, mostly because I have seen very little traction from the listing of my own products on data marketplaces. Are we finally at an inflection point where buyers & sellers will seamlessly engage via centralized “data marketplace”? The article suggests we are close. There is certainly a lot of interest from both buyer & seller because the current sales cycle for data products has a tremendous amount of friction. I believe the biggest hurdle remains the ability to really understand what the product is, and, frankly, the buyer is just looking to answer a question, so perhaps the best way to address this is for the buyer to be buying the answer to a question (one time or on a regular cadence) irrespective of the data source, as long as the marketplace has vetted compliance & quality. So perhaps the role of the marketplace ultimately evolves into a guarantor of data quality, so the buyer outsources trust to the marketplace."},{"issue":119,"date":"2023-02-03","title":"Foresight 2023 Report","url":"https://www.prnewswire.com/in/news-releases/isi-emerging-markets-group-launches-foresight-2023-report-301732623.html","author":"ISI’s Emerging Markets Group","domain":"prnewswire.com","section":"articles","topics":["Macro & economic signals"]},{"issue":119,"date":"2023-02-03","title":"Using Alternative Data for Systematic Investing","url":"https://www.linkedin.com/pulse/ualternative-data-systematic-investing-system2-llc/","author":"System 2","domain":"linkedin.com","section":"articles","topics":["Alt data industry","Marketplaces & discovery"]},{"issue":119,"date":"2023-02-03","title":"Strategies for handling bad data in data pipelines","url":"https://www.bigeye.com/blog/strategies-for-handling-bad-data-in-data-pipelines","domain":"bigeye.com","section":"articles","topics":["Data engineering","Data governance & quality"]},{"issue":119,"date":"2023-02-03","title":"Nandan Nilekani","url":"https://podcasts.apple.com/us/podcast/nandan-nilekani-building-the-india-stack-upi-aadhar/id1656216815?i=1000589374397","author":"Return on India Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Macro & economic signals"],"take":"I’d suggest starting this podcast at minute 27. I know very little about India, but this was a wonderful podcast about the strides India has made in a very short period of time getting a huge portion of their population into the digital age. As a result, nearly every citizen now has a “digital history”. This can be a huge benefit to them; how does infrastructure get built so people can use their digital history to improve their lives?"},{"issue":12,"date":"2021-01-15","title":"What Is My Data Worth","url":"https://www.linkedin.com/pulse/what-my-data-worth-jeremy-baksht/","author":"Ascential’s Jeremy Backsht","domain":"linkedin.com","section":"articles","topics":["Marketplaces & discovery","Investing & hedge funds"],"take":"The punch line to the question ‘what is my data worth’ is “it depends”. 90 West focuses on the institutional investment market. Within that space, data vendors need to balance getting data in the hands of as many firms as possible (maximize data vendor revenue) without devaluing data by having too many people have access (“alpha decay”). As the article states, data value comes down to three things: scarcity, relevance and operational quality. If your product achieves these three things, you should be able to build strong long-term partnerships."},{"issue":12,"date":"2021-01-15","title":"The Changing Role of AI in Financial Markets.","url":"https://financefeeds.com/changing-role-ai-financial-markets/","author":"Finance Feeds","domain":"financefeeds.com","section":"articles","topics":["AI & LLMs","Market data & terminals"],"take":"I agree that AI & ML technologies that have the power to transform businesses and marketplaces. Combined with advances in quantum computing, financial services firms will have access to powerful new tools in the future. However, as the article notes, data quality remains a barrier. “Garbage in – garbage out”. While it might seem simple, it is not. 90 West focuses on delivering to clients a data product that is complete, clean & transparent. This is the key to being a trusted long-term data partner to our clients."},{"issue":12,"date":"2021-01-15","title":"How poor data quality impacts your business.","url":"https://www.datasciencecentral.com/profiles/blogs/yy","author":"Data Science Central","domain":"datasciencecentral.com","section":"articles","topics":["Data governance & quality","Marketplaces & discovery"],"take":"I picked this article as it relates to the above article focused on data quality. “Garbage in – garbage out”. As data becomes a larger part of day-to-day operations, the quality of data is more consequential. There are tools in the market that can help detect and address data quality issues without the need for much human effort. But this issue also highlights the importance of partnering with quality data vendors to get the cleanest, most complete data possible."},{"issue":12,"date":"2021-01-15","title":"Alt Data Industry: 5 Predictions for '21","url":"https://www.linkedin.com/pulse/alt-data-industry-5-predictions-21-john-farrall","author":"My article","domain":"linkedin.com","section":"articles","topics":["Alt data industry"]},{"issue":12,"date":"2021-01-15","title":"Bloomberg's Alternative Data Founder Jeremy Baksht.","url":"https://podcasts.apple.com/us/podcast/rebellion-research-educational-series/id1525397454?i=1000486396291","author":"Rebellion Research","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry","Market data & terminals"],"take":"Good conversation around the future of alt data. Jeremy has been involved for years with views from several different organizations. He is as excited as I am about the future of the alternative data space. Of particular interest was his insights into how the data landscape may change going forward (will some big tech players get involved in the financial data space?)"},{"issue":12,"date":"2021-01-15","title":"Sylvain Forte, CEO of SESAMm","url":"https://podcasts.apple.com/us/podcast/profiting-from-data/id1532057122?i=1000503082632","author":"Emmett Kilduff","pub":"Eagle Alpha","domain":"podcasts.apple.com","section":"podcasts","topics":["AI & LLMs","Web scraping & web data"],"take":"SESAMm crawls the web using NLP (natural language processing) and other technologies to gather insights into consumer sentiment, growth brands, ESG status, etc. They create tools that allow clients to access the massive amount of data they have gathered. I was most interested in his thoughts on “alpha decay”, or the devaluation of data as more people access (less room for unique, differentiate insight). The tools his firm provides to clients allows the creation of proprietary version of the gathered data. Data decay is less of an issue as each firm is using the data differently. The fact that SESAMm creates these tools and provides them to clients is a big differentiator of SESAMm versus the wide array of NLP players in the market."},{"issue":120,"date":"2023-02-10","title":"asked ChatGPT","url":"https://dataobservatory.substack.com/p/interview-with-chatgpt-about-alternative","domain":"dataobservatory.substack.com","section":"podcasts","topics":["AI & LLMs","Alt data industry"],"take":"This was a fun & interesting way to open a discussion about how Chat GPT might impact the alternative data space. Of most interest to me was the commentary about the next 5 years (data privacy focus … see synthetic data articles highlighted this week). & then how Chat GPT might integrate into the Alt Data space, namely the programs ability to analyze & make sense of large quantities of data … and then tell a good story. Something that remains a challenge."},{"issue":120,"date":"2023-02-10","title":"What is synthetic data — and how can it help you competitively?","url":"https://mitsloan.mit.edu/ideas-made-to-matter/what-synthetic-data-and-how-can-it-help-you-competitively","author":"Brian Eastwood","pub":"MIT’s Sloan School","domain":"mitsloan.mit.edu","section":"podcasts","topics":["Synthetic data","Regulation, privacy & compliance"],"take":"Bottom line, synthetic data solves many of the privacy issues that face data practitioners. Studies have shown that there is “no significant difference” between predictive models using synthetic data relative to those models using real data. There will always be “reidentification” risks, but frankly, most use cases in the investment space have no need for any specific individual’s information. Challenges using synthetic data include missing outliers, questions on quality (justified or not), user acceptance (justified or not), extra time, cost, & effort…among others. Further reading on synthetic data from Cem Dilmegani highlighted below (charts section)."},{"issue":120,"date":"2023-02-10","title":"The Power of Data Ecosystems","url":"https://www.linkedin.com/pulse/power-data-ecosystems-matthew-bernath/","author":"Matthew Bernath","domain":"linkedin.com","section":"podcasts","topics":["Data monetization"],"take":"Matthew highlights the 5 reasons why data sharing is so powerful: 1- Improved decision making, 2- Enhanced customer experience, 3- Increase efficiency, 4- Better collaboration, 5- Enhanced trust. It all makes sense! Execution is the hard part!"},{"issue":120,"date":"2023-02-10","title":"SnowFlake acquired Leapyear","url":"https://www.infoworld.com/article/3687175/snowflake-to-acquire-leapyear-to-boost-data-clean-room-abilities.html","domain":"infoworld.com","section":"podcasts","topics":["Data engineering","Deals & funding"]},{"issue":120,"date":"2023-02-10","title":"The insight industrial complex","url":"https://benn.substack.com/p/insight-industrial-complex","domain":"benn.substack.com","section":"podcasts","topics":["Analytics & data science"]},{"issue":120,"date":"2023-02-10","title":"Data-Based Businesses, Executive Briefings, and Spotting Scams with Anand Sanwal","url":"https://www.mfmpod.com/data-based-businesses-executive-briefings-and-spotting-scams-with-anand-sanwal/","author":"My First Million podcast","domain":"mfmpod.com","section":"other","topics":["Data monetization"],"take":"I really like “idea people” … folks that are just idea machines … add in the ability to execute on the idea & this is Anand Sanwal. He has built CB Insights into a $100m revenue business. A couple things were of most interest to me. This idea that most companies are not good at monetizing their own “sawdust data” (AKA I call this “exhaust data”). This is true, I deal with a lot of companies that want to explore data monetization, but most a unwilling to do the hard work of getting the data ready to go."},{"issue":121,"date":"2023-02-17","title":"Looking Past Data Infrastructure - How To Deliver Value With Data","url":"https://seattledataguy.substack.com/p/looking-past-data-infrastructure","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"podcasts","topics":["Data engineering"],"take":"I’ve highlighted a number of Seattle Data Guy’s articles in recent weeks. If you are in the data space, you should be on his SubStack list. This article is a summary of his interview with Gordon Wong, former business intelligence and data engineering VP at both HubSpot and Fitbit. There is a TON of good stuff in this article. Two things resonated with me:"},{"issue":121,"date":"2023-02-17","title":"More and Better Uses Ahead for Governments’ Financial Data","url":"https://www.governing.com/finance/more-and-better-uses-ahead-for-governments-financial-data","author":"Girard Miller","pub":"Governing","domain":"governing.com","section":"podcasts","topics":["Regulation, privacy & compliance","Macro & economic signals"],"take":"Transparency is good. The Financial Data Transparency Act (FDTA) that is now a Federal Law should take steps in that direction. Of course, the devil is in the details and I would not expect any seismic shifts in our day-to-day lives, but this is a step in the right direction. The analogy used in the article is that if 4,000 publicly traded US companies can produce quarterly filings that are roughly standardized, why can’t the 50 states and 1,000 largest cities/counties do the same."},{"issue":121,"date":"2023-02-17","title":"A Guide to Getting Started with Open Data","url":"https://www.integrity-research.com/a-guide-to-getting-started-with-open-data/","author":"Michael Mayhew","pub":"Eagle Alpha","domain":"integrity-research.com","section":"podcasts","topics":["Alt data industry","Marketplaces & discovery"],"take":"Related to the above FDTA article, the importance of open data is highlighted here as well. As is echoed in Alex Izydorczyk’s article highlighted below, “It is important to note that vendors from other alternative data categories also actively use open data sources to improve their product offerings.” This open data provides a ground truth to which you can compare other data sources to determine which lead vs lag, or frankly, which data provides no unique insight at all."},{"issue":121,"date":"2023-02-17","title":"Free as in freedom, not as in beer.","url":"https://magis.substack.com/p/free-as-in-freedom-not-as-in-beer","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"podcasts","topics":["Marketplaces & discovery"]},{"issue":121,"date":"2023-02-17","title":"25+ Impressive Big Data Statistics for 2023","url":"https://techjury.net/blog/big-data-statistics/","author":"TechJury","domain":"techjury.net","section":"podcasts","topics":["Data strategy & culture","Analytics & data science"]},{"issue":121,"date":"2023-02-17","title":"The future will be here faster than you think","url":"https://www.cnbc.com/advertorial/the-future-will-be-here-faster-than-you-think/","author":"WorldQuant","domain":"cnbc.com","section":"podcasts","topics":["Investing & hedge funds"]},{"issue":121,"date":"2023-02-17","title":"Reflecting On The Past 6 Years Of Data Engineering","url":"https://www.dataengineeringpodcast.com/six-year-retrospective-episode-361","author":"Tobias Macey","pub":"The Data Engineering Podcast","domain":"dataengineeringpodcast.com","section":"other","topics":["Data engineering","Data governance & quality"],"take":"I’ve learned a lot from listening to this podcast. This provides a good overview of the past six years and the massive changes that have occurred in this space. There is A LOT of information packed into his 30 minutes. Of most interest to me was the importance of meta data and the term “active metadata” … which is really just telling people what they’ve got. Sounds like that might be easy, but it’s not."},{"issue":121,"date":"2023-02-17","title":"Transforming Financial Services with Data Analytics.","url":"https://open.spotify.com/episode/6DmDaKaSGEHOSRFq84XPmL?si=NedonpZJQESDV39e9SfLvQ&nd=1","author":"Matthew Bernath’s Financial Modeling Podcast","domain":"open.spotify.com","section":"other","topics":["Analytics & data science"],"take":"Really have enjoyed getting to know Matthew over the past few months and look forward to more podcast episodes in the future!"},{"issue":121,"date":"2023-02-17","title":"alternative data taxonomy","url":"https://www.integrity-research.com/eagle-alphas-2022-alternative-data-report/","domain":"integrity-research.com","section":"other","topics":["Alt data industry","Marketplaces & discovery"]},{"issue":122,"date":"2023-02-24","title":"free trial","url":"https://www.exabel.com/insights/90west-data/consumer-spending-insights","domain":"exabel.com","section":"articles","topics":["Transaction & consumer data"]},{"issue":122,"date":"2023-02-24","title":"How To Get Business Insights From Your Data (Only 3 Ways)","url":"https://portable.io/learn/there-are-only-3-ways-to-create-value-from-data","author":"Ethan Aaron","pub":"Portable","domain":"portable.io","section":"podcasts","topics":["Analytics & data science"],"take":"There are three ways (spoiler alert). 1- Analytics, 2- Process Automation, 3- Product Development."},{"issue":122,"date":"2023-02-24","title":"Has Progress on Data, Analytics, and AI Stalled at Your Company?","url":"https://hbr.org/2023/01/has-progress-on-data-analytics-and-ai-stalled-at-your-company","author":"Randy Bean","domain":"hbr.org","section":"podcasts","topics":["AI & LLMs","Analytics & data science"],"take":"This is a summary of the NewVantage report I’ve highlighted below (see charts section). Randy co-authors the introduction of the report. I like the idea of starting small. Get wins. Demonstrate value. Then expand and broaden the impact. Separately…find Randy’s book Fail Fast, Learn Faster here."},{"issue":122,"date":"2023-02-24","title":"AI Outlook: The Opportunity for Startups","url":"https://twosigmaventures.com/blog/article/ai-outlook-the-opportunity-for-startups/","author":"A","domain":"twosigmaventures.com","section":"podcasts","topics":["AI & LLMs"],"take":"With all the noise around ChatGPT and the amazing uptake of users (1m in 5 days), it is still yet to be determined what the highest a best use case will be. My take is that proprietary data will still matter (i.e. Verizon will have better insight into their customers by using their own proprietary data) and the real differentiator will be: who can ask the best questions of the data?"},{"issue":122,"date":"2023-02-24","title":"What Is Traditional Data Vs Alternative Data?","url":"https://www.rebellionresearch.com/what-is-traditional-data-vs-alternative-data","author":"Rebellion Research","domain":"rebellionresearch.com","section":"podcasts","topics":["Alt data industry","Marketplaces & discovery"]},{"issue":122,"date":"2023-02-24","title":"Landscape","url":"https://mad.firstmarkcap.com/","domain":"mad.firstmarkcap.com","section":"podcasts","topics":["AI & LLMs"]},{"issue":122,"date":"2023-02-24","title":"LinkedIn post","url":"https://www.linkedin.com/feed/update/urn:li:activity:7034239474624536577/","domain":"linkedin.com","section":"podcasts","topics":["Data engineering"]},{"issue":122,"date":"2023-02-24","title":"The Data Chief Podcast","url":"https://podcasts.apple.com/us/podcast/63-top-data-ai-industry-trends-in-2023-with-tom/id1509495585?i=1000595266683","author":"Cindi Howson’s The Data Chief Podcast","domain":"podcasts.apple.com","section":"other","topics":["AI & LLMs","People & careers"],"take":"Three separate interviews with three different leaders in the data space. The Tom Davenport interview is the first. Biggest surprise was the importance of data governance. “Create visible value” is what you need to do as CDO … “alignment to value” to demonstrate impact. They next tackled AI and debunk the idea that AI will take jobs (I agree that AI will not negatively impact the broader job market). I like the idea that AI transparency is needed to build trust. “The only radiologists that lose their jobs to AI will be the ones that refuse to park with AI.” On deck are interviews with Tony Baer & Sonny Rivera."},{"issue":123,"date":"2023-03-03","title":"Why asset owners need to become ‘technologized investors’","url":"https://www.top1000funds.com/2023/02/why-asset-owners-need-to-become-technologised-investors/","author":"Amanda White","pub":"Top1000Funds.com","domain":"top1000funds.com","section":"articles","topics":["Investing & hedge funds","ESG & climate"],"take":"I highlighted the above quote from this article. The bottom line is the world is changing, much more data is available, and the tools to interpret the data are improving. Institutional investors need to engage just to keep up, much less stay ahead. Herman Bril, co-author of Sustainability, technology and finance: Rethinking how markets integrate ESG, is quoted throughout the article. He poses the right questions: “…how do you take that (data) into your systems and benefit from that? How do you build insightful information with all this data suddenly available?”"},{"issue":123,"date":"2023-03-03","title":"Data Collateralization: How to Decide the Value of This Intangible Asset","url":"https://www.cdomagazine.tech/cdo_magazine/topics/opinion/data-collateralization-how-to-decide-the-value-of-this-intangible-asset/article_03ce7024-ae06-11ed-9649-c70e5860d3ea.html","author":"Doug Laney","domain":"cdomagazine.tech","section":"articles","topics":["Marketplaces & discovery","People & careers"],"take":"Every company is a data company & every company’s data has value. How much value remains the question. If we can do a better job assigning market value, companies has another asset against which they can borrow and grow. “Market value” is not a small question and takes time to figure out. As tools get better & data marketplaces demonstrate some liquidity, we should move in the direction of having “data” as a balance sheet line item for all companies."},{"issue":123,"date":"2023-03-03","title":"Moats in the Era of AI","url":"https://aspiringforintelligence.substack.com/p/moats-in-the-era-of-ai","author":"Vivek Ramaswami & Sabrina Wu","domain":"aspiringforintelligence.substack.com","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"I came across this thought provoking article as i continue to think about creating moats around data business. All five of the standard business moats can be associated with data businesses."},{"issue":123,"date":"2023-03-03","title":"Data Marketplace Platform Global Market to Reach $3.5 Billion by 2028","url":"https://www.globenewswire.com/news-release/2023/02/24/2615362/0/en/Data-Marketplace-Platform-Global-Market-to-Reach-3-5-Billion-by-2028-Rapidly-Rising-Data-Volumes-Due-to-Increasing-Penetration-of-Technologies-Drives-Growth.html","author":"ResearchAndMarkets.com","domain":"globenewswire.com","section":"articles","topics":["Marketplaces & discovery"]},{"issue":123,"date":"2023-03-03","title":"The Kid Gloves Are Coming Off In The Data World","url":"https://seattledataguy.substack.com/p/the-kids-gloves-are-coming-off-in","domain":"seattledataguy.substack.com","section":"articles","topics":["Data engineering"]},{"issue":123,"date":"2023-03-03","title":"Scaling up Climate Finance for Emerging Markets and Developing Economies","url":"https://www.imf.org/en/News/Articles/2023/02/28/sp022823-scaling-up-climate-finance-for-emerging-markets-and-developing-economies","author":"The IMF","domain":"imf.org","section":"articles","topics":["ESG & climate"]},{"issue":123,"date":"2023-03-03","title":"Financial Modelling Podcast","url":"https://financialmodellingpodcast.com/","domain":"financialmodellingpodcast.com","section":"podcasts","topics":["Alt data industry"],"take":"I’ve enjoyed being a guest on the few podcast I have done. This was no different. I like the format of a short podcast. Very high level discussion about alt data and how one might include in current financial models. Short answer: another data point for the decision-making mosaic."},{"issue":124,"date":"2023-03-10","title":"How External Data Can Help Hedge Funds Seize the Volatility Opportunity","url":"https://internationalbanker.com/brokerage/how-external-data-can-help-hedge-funds-seize-the-volatility-opportunity/","author":"Will Frieberg, CEO","pub":"International Banker","domain":"internationalbanker.com","section":"articles","topics":["Investing & hedge funds","Data monetization"],"take":"The question is not if institutional investors are using broader types of data, the question is how. Those firms effectively incorporating new data into their investment process have a distinct advantage. No money manager wants to tell their LPs they aren’t using data to inform investment decisions. Doing this well is hard and requires a fundamental change to the day-to-day process of Portfolio Managers and investment analysts."},{"issue":124,"date":"2023-03-10","title":"Top Hedge Fund Industry Trends in 2023 and Beyond","url":"https://coresignal.com/blog/hedge-fund-industry-trends/","author":"Coresignal","domain":"coresignal.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"Perhaps this is a bit dated going all the way back to December ‘22, but forecasts for 2023 have another 9-10 months to play out, so wanted to highlight this article, particularly #11 “Technological Developments” & the increased use of alternative data."},{"issue":124,"date":"2023-03-10","title":"I2Coalition Launches Ethical Web Data Collection Initiative to Promote Industry Best Practices","url":"https://tdwi.org/articles/2023/03/03/i2coalition-data-collection-initiative.aspx","author":"TDWI.org","domain":"tdwi.org","section":"articles","topics":["Web scraping & web data"]},{"issue":124,"date":"2023-03-10","title":"From idea to launch – the Insight Cloud story","url":"https://seekinsights.com/from-idea-to-launch-the-insight-cloud-story/","author":"Dave Hannibal","pub":"Seek","domain":"seekinsights.com","section":"articles","topics":["Alt data industry"]},{"issue":124,"date":"2023-03-10","title":"IRI and NPD Rebrand as Circana, the Leading Advisor on the Complexity of Consumer Behavior","url":"https://www.circana.com/iri-and-npd-rebrand-as-circana-the-leading-advisor-on-the-complexity-of-consumer-behavior.html","domain":"circana.com","section":"articles","topics":["Transaction & consumer data","Alt data industry"]},{"issue":124,"date":"2023-03-10","title":"Shane Murray","url":"https://www.linkedin.com/in/shanemurray5/","author":"Adel Nehme","pub":"DataFramed podcast","domain":"linkedin.com","section":"podcasts","topics":["Data engineering"],"take":"Really enjoyed this interview. It reinforces for me the importance of getting early wins & clear objectives. Pro tip that I wish I would have taken more seriously early in my journey: Partner with your customer to give them what they want. Don’t guess."},{"issue":125,"date":"2023-03-17","title":"Big Data: The Fuel Behind Successful Businesses","url":"https://www.spiceworks.com/tech/big-data/guest-article/big-data-drives-business-growth/","author":"Gediminas Rickevicius","pub":"Oxylabs","domain":"spiceworks.com","section":"articles","topics":["Data strategy & culture"],"take":"This ties together with the next article about how “big data” can inform how you run your business. Everything from a better understanding of your customers, to competitive intelligence, to supply chain excellence. Data drives it all."},{"issue":125,"date":"2023-03-17","title":"Forget Milk and Eggs: Supermarkets Are Having a Fire Sale on Data About You","url":"https://themarkup.org/privacy/2023/02/16/forget-milk-and-eggs-supermarkets-are-having-a-fire-sale-on-data-about-you","author":"Jon Keegan","pub":"The Markup","domain":"themarkup.org","section":"articles","topics":["Transaction & consumer data","Regulation, privacy & compliance"],"take":"All companies are data companies. This is a great article that highlights the amazing amount of granular data collected & processed into usable output."},{"issue":125,"date":"2023-03-17","title":"Ocean Protocol Update || 2023","url":"https://blog.oceanprotocol.com/ocean-protocol-update-2023-44ed14510051","author":"Trent McConaghy","domain":"blog.oceanprotocol.com","section":"articles","topics":["Data monetization","Analytics & data science"],"take":"For regular readers, you’ll know I’ve followed the progress at Ocean Protocol for some time. Phase One was building the core infrastructure for the open data economy. They are now onto Phase Two, drive data-value creation loops. I am most intrigued to watch the progress of “Team Thresher” (Team 2)… with a focus on helping data scientist make & sell great data products. The open-source search for the elusive product-market fit for data products."},{"issue":125,"date":"2023-03-17","title":"The good, the bad and the ugly: The world of data is changing","url":"https://venturebeat.com/enterprise-analytics/the-good-the-bad-and-the-ugly-the-world-of-data-is-changing/","author":"Derek Zanutto","pub":"Venture Beat","domain":"venturebeat.com","section":"articles","topics":["People & careers"],"take":"For a well run company, data “lies at the heart of an organization’s competitive advantage”. Most data people enter an organization with high expectations & excitement (the good), but the reality is slow progress and the need to drive bigger changes than perhaps was expected (the bad). This leads to quick exits for many data executives (the ugly)."},{"issue":125,"date":"2023-03-17","title":"How the Lending Industry Is Using AI Technology in Credit Scoring","url":"https://www.prweb.com/releases/2023/03/prweb19192678.htm","domain":"prweb.com","section":"articles","topics":["AI & LLMs","Alt data industry"]},{"issue":125,"date":"2023-03-17","title":"Two ways of measuring data team value","url":"https://roundup.getdbt.com/p/two-ways-of-measuring-data-team-value","author":"Tristan Handy","domain":"roundup.getdbt.com","section":"articles","topics":["Data engineering"]},{"issue":125,"date":"2023-03-17","title":"Austin on March 28","url":"https://www.eventbrite.com/e/off-the-record-a-spicy-evening-with-the-founders-of-dbt-mode-tickets-560735915217","domain":"eventbrite.com","section":"articles","topics":["Events & community"]},{"issue":125,"date":"2023-03-17","title":"Aerospace to Hedge Funds","url":"https://podcasts.apple.com/us/podcast/the-hedgineer-podcast/id1674929284","author":"A new podcast on the scene is Hedgineer","domain":"podcasts.apple.com","section":"podcasts","topics":["Investing & hedge funds"],"take":"Excited to see Michael Watson start this podcast and am looking forward to more episodes from Hedgineer. Most interesting was the comparison of SpaceX and Citadel, the firms, and their famous leaders. Both leaders are ambitious visionaries that can get into the weeds … and know (intuitively?) which weeds are the important ones on which to focus. Next would be the discussion around a recurring theme we often see, the importance of domain expertise. Last I’d highlight the discussion around goal setting. 1-something that will benefit to the world; 2-passion … is this something you are good enough at you will enjoy this; 3-chase the carrot outside of your current comfort zone."},{"issue":126,"date":"2023-03-24","title":"Data Ecosystems Enable Secure, Privacy-Preserving Data Sharing for the Benefit of all Individuals","url":"https://www.linkedin.com/pulse/data-ecosystems-enable-secure-privacy-preserving-sharing-bernath/","author":"Matthew Bernath","domain":"linkedin.com","section":"articles","topics":["Regulation, privacy & compliance"],"take":"There is a ton of value to be created by organizing & sharing data. From traffic management in cities, to improved healthcare, to better consumer experiences … all these day-to-day activities can be better if data was applied to how the services are delivered. And, similar to the message from last week, privacy is certainly an issue as people don’t want criminals stealing or to be “doxed” to the world, but I really think privacy is less of a concern, especially among younger people."},{"issue":126,"date":"2023-03-24","title":"The Limitations of Data and Analytics","url":"https://helloturbine.substack.com/p/data-alone-is-not-enough","author":"Emilie Schario","domain":"helloturbine.substack.com","section":"articles","topics":["Analytics & data science"],"take":"Focus on clear outcomes and start there. Pretty charts are one thing, but how are you improving the business? Answer the question ‘why?’ something is happening, not just that it is happening. Our margins are up … great … why? That marketing campaign provided a poor return … great … why?"},{"issue":126,"date":"2023-03-24","title":"Predictive analytics could be the future, but we must solve the data problem first","url":"https://venturebeat.com/enterprise-analytics/predictive-analytics-could-be-the-future-but-we-must-solve-the-data-problem-first/","author":"Mohit Lad","pub":"Cisco ThousandEyes","domain":"venturebeat.com","section":"articles","topics":["Analytics & data science","Data strategy & culture"],"take":"The holy grail of a data driven enterprise is the ability to seamlessly predict outages & system failures using big data analytics. Your system has to work, or you lose customer attention very quickly. Data quality is an issue. Scale is an issue. Progress is being made. The big shift is troubleshooting moving from reactive to proactive. It is all based on timely, high quality data."},{"issue":126,"date":"2023-03-24","title":"Foot traffic data: The authoritative guide for data buyers and sellers","url":"https://www.neudata.co/blogs/foot-traffic-data-the-authoritative-guide-for-data-buyers-and-sellers","author":"Neudata","domain":"neudata.co","section":"articles","topics":["Geospatial & location","Marketplaces & discovery"]},{"issue":126,"date":"2023-03-24","title":"spoke","url":"https://www.seek.ai/blog/rmvvk2vrlv6g5kfezgak1lxskez5j5","domain":"seek.ai","section":"articles","topics":["AI & LLMs","Data strategy & culture"]},{"issue":126,"date":"2023-03-24","title":"Michael Recce","url":"https://www.linkedin.com/in/michael-recce/","domain":"linkedin.com","section":"articles","topics":["Alt data industry"]},{"issue":126,"date":"2023-03-24","title":"Auren Hoffman - A Deep Dive on Data","url":"https://podcasts.apple.com/us/podcast/auren-hoffman-a-deep-dive-on-data/id1154105909?i=1000604082641","author":"Invest Like The Best podcast with Patrick O’Shaughnessy","domain":"podcasts.apple.com","section":"podcasts","topics":["Data monetization"],"take":"Auren is a must follow if you are in the data business. He has built successful companies in the past (LiveRamp), and is now in the process of building a data business in SafeGraph. He is accessible and publicly shares much of what he already knows & what he is in the process of learning."},{"issue":127,"date":"2023-03-31","title":"How AI can ease those data management woes","url":"https://venturebeat.com/data-infrastructure/how-ai-can-ease-data-management-woes/","author":"VentureBeat","domain":"venturebeat.com","section":"articles","topics":["AI & LLMs","Data engineering"],"take":"This is real. I’ve been using ChatGPT almost every day for the past 4-6 weeks to help improve code. Functionally, this allows me to spend more time thinking about the questions I ask the data rather than managing the data itself. This is a much higher impact use of my time. There is real-world value-add to be had from AI as it continues to improve. Frameworks such as those presented in this article are helpful to get started. … start with observing, move to reporting, recommending, optimizing, and eventually predicting."},{"issue":127,"date":"2023-03-31","title":"Dumb Questions about Artificial Intelligence","url":"https://magis.substack.com/p/dumb-questions-about-artificial-intelligence","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"articles","topics":["AI & LLMs"],"take":"AI relies on data. Data owners and those that have data organized & ready to be used will benefit. There are a ton of questions that remain to be answered, but we are on the front end of this wave. Data owners are well-positioned."},{"issue":127,"date":"2023-03-31","title":"DataFinOps: More on the Menu Than Data Cost Governance","url":"https://www.unraveldata.com/resources/datafinops-more-on-the-menu-than-data-cost-governance/","author":"Jason English, Principal Analyst","pub":"Intellyx","domain":"unraveldata.com","section":"articles","topics":["Data monetization","Data governance & quality"],"take":"FinOps + DataOps = DataFin Ops(?). It is tough to get a definitive ROI for those firms looking to understand the data monetization opportunity. Often there is quite a bit of investment just to get your arms around what you’ve got, much less understand the market value of your data. This investment is well worth it, even if just to make better use of your own internal data."},{"issue":127,"date":"2023-03-31","title":"Big Data and Data Science: New Opportunities in Reporting, Forecasting and Policymaking","url":"https://events.centralbanking.com/training/big-data-and-data-science-new-opportunities-reporting-forecasting-and-policymaking-2023","author":"Per Nymand-Andersen, Emeritus Adviser, European Central Bank","domain":"events.centralbanking.com","section":"articles","topics":["Analytics & data science","Data strategy & culture"]},{"issue":127,"date":"2023-03-31","title":"Case Studies from the \"Impact from AI in 30 Days\" Program","url":"https://enaible.aible.com/hubfs/Intel_Aible_Benchmark.pdf","author":"Intel & Aible","domain":"enaible.aible.com","section":"articles","topics":["AI & LLMs"]},{"issue":127,"date":"2023-03-31","title":"The Age of AI has begun","url":"https://www.gatesnotes.com/The-Age-of-AI-Has-Begun","domain":"gatesnotes.com","section":"articles","topics":["AI & LLMs"]},{"issue":127,"date":"2023-03-31","title":"this data storytelling","url":"https://www.abegong.com/surveys/data-storytelling","domain":"abegong.com","section":"articles","topics":["Analytics & data science"]},{"issue":127,"date":"2023-03-31","title":"Hot Topics in Data with Ethan Aaron from Portable.io","url":"https://www.youtube.com/watch?v=yDg-C8qm69w","author":"John Kutay","pub":"Striim","domain":"youtube.com","section":"podcasts","topics":["Analytics & data science"],"take":"Good overview of the data space and current trends. Of most interest to me was Ethan Arron’s four (4) ways to create value from data: 1- analytics, 2- operations (streamline some manual process), 3- build products people pay you money for, and 4- risk mitigation. Good quote attributed to Juan Sequeda of Data.world … this is a “show me the money year” for data."},{"issue":127,"date":"2023-03-31","title":"ChatGPT for Data Analysts | Best Use Cases + Analyzing a Dataset","url":"https://www.youtube.com/watch?v=C75TROiiEa0","author":"Alex the Analyst","domain":"youtube.com","section":"podcasts","topics":["AI & LLMs","Data engineering"],"take":"I use ChatGPT a lot for explaining and (importantly) optimizing the SQL code I use. This allows me to focus on asking better questions of the data rather than getting the code right."},{"issue":128,"date":"2023-04-07","title":"The Give-to-Get Model for AI Startups","url":"https://sacks.substack.com/p/the-give-to-get-model-for-ai-startups","author":"David Sacks","domain":"sacks.substack.com","section":"articles","topics":["AI & LLMs"],"take":"This really drives home the point that good, large data is essential to developing the best AI models. Quote: “In many industry verticals, obtaining a rich proprietary dataset will be the key challenge to producing a differentiated AI model.” Value will flow to the data owners."},{"issue":128,"date":"2023-04-07","title":"Here’s why you need to change your work with data, at your whole company; Thoughtful Friday #28","url":"https://thdpth.substack.com/p/heres-why-you-need-to-change-your","author":"Sven Bolnojan","domain":"thdpth.substack.com","section":"articles","topics":["Data monetization","Data engineering"],"take":"TL;DR: It’s not too late to start working with data. The tools for working with data are better than ever. The article provides a helpful framework for how to think about transforming your organization to use data more effectively. The most interesting to me was the focus on data products. Moving from “service oriented” to “product oriented” is much more efficient. Most data teams today are scrambling to answer ad hoc questions from business leaders. The key is to anticipate key important levers & build products to deliver the key pieces of information in an ongoing fashion (“productize your data”)."},{"issue":128,"date":"2023-04-07","title":"From man versus machine to man plus machine: The art and AI of stock analysis","url":"https://www.irmagazine.com/tech-social-media/man-versus-machine-man-plus-machine-art-and-ai-stock-analysis","author":"Sean Cao, Wei Jiang, Junbo Wang and Baozhong Yang","pub":"IR Magazine","domain":"irmagazine.com","section":"articles","topics":["AI & LLMs","Alt data industry"],"take":"A rare article that focuses on the positives AI will deliver for humanity. One of the many finding in the study is that post-alternative data availability, analysts covering affected companies improve their performance relative to the AI-only forecast model we build. Humans can still add value! We ain’t done yet!"},{"issue":128,"date":"2023-04-07","title":"Two thirds of investors believe alt data adds alpha despite growing demands for its application to be improved","url":"https://www.thetradenews.com/two-thirds-of-investors-believe-alt-data-adds-alpha-despite-growing-demands-for-its-application-to-be-improved/","author":"Wesley Bray","pub":"The Trade","domain":"thetradenews.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"]},{"issue":128,"date":"2023-04-07","title":"Quick Facts Data Monetization Banking Experts Should Know","url":"https://revelate.co/blog/data-monetization-banking/","author":"Revelate","domain":"revelate.co","section":"articles","topics":["Data monetization"]},{"issue":128,"date":"2023-04-07","title":"How AI Helps Prevent Human Error In Data Analytics","url":"https://insidebigdata.com/2023/03/18/how-ai-helps-prevent-human-error-in-data-analytics/","author":"April Miller","pub":"Inside Big Data","domain":"insidebigdata.com","section":"articles","topics":["AI & LLMs","Analytics & data science"]},{"issue":128,"date":"2023-04-07","title":"Data Is Plural (The Podcast)","url":"https://podcast.data-is-plural.com/","domain":"podcast.data-is-plural.com","section":"articles","topics":["Marketplaces & discovery"]},{"issue":128,"date":"2023-04-07","title":"I See Data People","url":"https://www.youtube.com/watch?v=z5lS1fZ9GiY","domain":"youtube.com","section":"articles","topics":["People & careers"]},{"issue":128,"date":"2023-04-07","title":"Mapping The Data Infrastructure Landscape As A Venture Capitalist","url":"https://www.dataengineeringpodcast.com/mad-landscape-2023-data-infrastructure-episode-369","author":"Tobias Macey","domain":"dataengineeringpodcast.com","section":"podcasts","topics":["Data engineering","Investing & hedge funds"],"take":"Check out Matt Turck’s MAD Landscape. It is good to think about the landscape & ecosystem from the perspective of an investor. Most interesting to me was the idea that the leaders in data (Airbnb, LinkedIn, etc) are years ahead of the common problems in the market…pay attention to them, but don’t move too early. Also, remembering that you can be right on the analysis and wrong on the outcome."},{"issue":129,"date":"2023-04-14","title":"The Bull Case for Alternative Dat","url":"https://thedatascore.substack.com/p/the-bull-case-for-alternative-data","author":"Jason DeRise","pub":"The Data Score","domain":"thedatascore.substack.com","section":"articles","topics":["Alt data industry","Marketplaces & discovery"],"take":"It should come as no surprise I am bullish all things data, including “alternative data”. The author states we are in the “trough of disillusionment” (Gartner Hype Cycle … see below for chart). I largely agree. There are too many data providers and not enough long-term winning use cases. A combination of improving data & improving tools to engage with the data will lead the industry towards fulfilling everyone’s great expectations (Gartner’s “slope of enlightenment”). The article offers three key factors to long term success:"},{"issue":129,"date":"2023-04-14","title":"Why the best is yet to come for factor investors","url":"https://www.hvst.com/posts/why-the-best-is-yet-to-come-for-factor-investors-wl2Taax2","author":"David Blitz, Chief Research","pub":"Robeco","domain":"hvst.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"The rise of alternative data driving “next generation” factor investing. Firms are trying to extend the useful life of new factors. Some fast signals do not survive after accounting for transaction costs. Alternative data can be a method to uncover more durable signals that will drive value to those that can identify & execute on the new factors or use these new data point to enhance existing factor strategies."},{"issue":129,"date":"2023-04-14","title":"What if ChatGPT was trained on decades of financial news and data? BloombergGPT aims to be a domain-specific AI for business news","url":"https://www.niemanlab.org/2023/04/what-if-chatgpt-was-trained-on-decades-of-financial-news-and-data-bloomberggpt-aims-to-be-a-domain-specific-ai-for-business-news/","author":"Joshua Benton","pub":"Nieman Lab","domain":"niemanlab.org","section":"articles","topics":["AI & LLMs","Market data & terminals"],"take":"Please see related 65-page white paper. Bloomberg has great data on which to train models. I’d imagine there is some benefit to being a more focused domain than just everything in the world (maybe, maybe not). 52% of the 700B data points used to train Bloomberg GPT are proprietary or cleaned financial data. I am paying attention to “domain specific LLMs”. Seems like this would be the cleanest path to professional (i.e. revenue-generating) use cases."},{"issue":129,"date":"2023-04-14","title":"Snowflake Invests in Cybersyn","url":"https://www.snowflake.com/blog/snowflake-invests-cybersyn-bringing-unique-data-products-to-marketplace/","domain":"snowflake.com","section":"articles","topics":["Data engineering","Data monetization"]},{"issue":129,"date":"2023-04-14","title":"Consumer spending data to give ‘outsized informational edge’, finds investor survey","url":"https://www.irmagazine.com/buy-side/consumer-spending-data-give-outsized-informational-edge-finds-investor-survey","author":"Tim Human","pub":"IR Magazine","domain":"irmagazine.com","section":"articles","topics":["Transaction & consumer data","Investing & hedge funds"]},{"issue":129,"date":"2023-04-14","title":"How Moneyball Investing Ran Into a Data Squeeze Play","url":"https://www.bloomberg.com/opinion/articles/2023-03-31/moneyball-investing-ran-into-a-quant-and-data-squeeze-play?leadSource=uverify%20wall","author":"John Author","pub":"Bloomberg:","domain":"bloomberg.com","section":"articles","topics":["Market data & terminals"]},{"issue":129,"date":"2023-04-14","title":"Measuring trends in Artificial Intelligence","url":"https://aiindex.stanford.edu/report/","author":"Stanford","domain":"aiindex.stanford.edu","section":"articles","topics":["AI & LLMs"]},{"issue":129,"date":"2023-04-14","title":"Inspiring Curiosity with Ben Schein, SVP of Data Curiosity at Domo","url":"https://open.spotify.com/episode/5MrKqJVKhqJfToEUJsZTbS?si=INvz4WVORda1XlWC9fs5Jg&dd=1&nd=1","author":"David Johnson","pub":"Domo","domain":"open.spotify.com","section":"podcasts","topics":["Data strategy & culture"],"take":"Good podcast to put in your “data podcast” rotation. Good format, short, focused. Interesting to hear from Ben Schein about his time at Target and how he helped build the data culture at such a big place. Lots of lessons from the front lines. Some keys:"},{"issue":13,"date":"2021-01-22","title":"Why Amazon is interested in outside receipts.","url":"https://www.bai.org/banking-strategies/article-detail/why-amazon-is-interested-in-outside-receipts/","domain":"bai.org","section":"articles","topics":["Transaction & consumer data"],"take":"The battle is on for customer relationships and loyalty. Amazon is well known for being thorough users of their internal data, the next step is the ability to capture outside spend, that is, getting data about customer spending habits outside of Amazon. Amazon Shopper Panelis an effort to get customers to upload their non-Amazon receipts. Utilizing external transaction card data (like 90 West’s data) is another way retailers are approaching this increasingly important effort. We are in the early innings."},{"issue":13,"date":"2021-01-22","title":"Making the Most of Alternative Data.","url":"https://www.asianinvestor.net/article/making-the-most-of-alternative-data/465972","author":"Asian Investor","domain":"asianinvestor.net","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"The quotes in the article reinforce that we are in the early innings of using alternative data sources, particularly among Asian Institutional Investors. \"The utility of alternative data sets has been fairly limited [to date] with only the very advanced clients adopting its use,” says Puneet Signh of SG Investment Banking. FactSet notes in the article that 70% of institutional investment firms are still in the early or exploratory stages of using alternative datasets."},{"issue":13,"date":"2021-01-22","title":"Now is a great time to build a pure-play data (DaaS) business","url":"https://auren.substack.com/p/now-is-a-great-time-to-build-a-pure","author":"The CEO","pub":"SafeGraph Auren Hofmann","domain":"auren.substack.com","section":"articles","topics":["Data monetization","Analytics & data science"],"take":"I agree. Many companies are selling tools to data scientist. SafeGraph & 90 West are examples of companies that are selling clean data to data scientists. SafeGraph calls this DAAS (Data As A Service). Cleaning and organizing the data takes a large chunk of work off the hands of the client’s data scientists and lets them focus on the more interesting work of driving insights for decision makers."},{"issue":13,"date":"2021-01-22","title":"interviews AQR’s Cliff Asness and Citadel’s Ken Griffen.","url":"https://www.youtube.com/watch?v=8r39Q-VgXeA&ab_channel=afajof","domain":"youtube.com","section":"podcasts","topics":["Investing & hedge funds"],"take":"Always interesting to listen to investing legends have a conversation. For me, the two key quotes were both from Ken Griffen:"},{"issue":13,"date":"2021-01-22","title":"Head of Data Science and Product Management at Johnson & Johnson.","url":"https://podcasts.apple.com/us/podcast/ai-in-action/id1442272943?i=1000505656217","author":"AI in Action podcast series","domain":"podcasts.apple.com","section":"podcasts","topics":["Analytics & data science","AI & LLMs"],"take":"I wanted to listen to this conversation as it provides some insight into how large corporations like J&J are using data. The key takeaway from me is that data science does not come naturally to J&J. They are admittedly behind many other organizations, but with the commitment at the C-level, they are making strides in the right direction. One big step was Dev starting J&J’s Data Science Council. This was a platform where he was able to engage people at all levels of the organization and educate the business about the value of data & data science. He was able to generate a few early “wins” where he demonstrated how applying data science to different businesses can add value at J&J."},{"issue":130,"date":"2023-04-21","title":"Critical Tool for Quant Funds? 'Stress Test' Your Data Models","url":"https://www.fundfire.com/c/3979404/515404?referrer_module=article","author":"Shayla Colon","pub":"FUNDFire","domain":"fundfire.com","section":"articles","topics":["Investing & hedge funds"],"take":"There is too much data. The data-buying industry is getting better at ingesting and working with the data. As the tools and skills improve, we will be able to make better use of more data, but this takes time. Learn from mistakes. Get better."},{"issue":130,"date":"2023-04-21","title":"SDO Opinion - Do we really need so many data companies?","url":"https://scalingdataops.substack.com/p/sdo-opinion-do-we-really-need-so","author":"Mark Freeman","pub":"Scaling DATOPS Newsletter","domain":"scalingdataops.substack.com","section":"articles","topics":["Data engineering"],"take":"There are three parts to this essay."},{"issue":130,"date":"2023-04-21","title":"Why Are Data Science Initiatives STILL Failing So Often?","url":"https://vinvashishta.substack.com/p/why-are-data-science-initiatives","author":"Vin Vashishta","domain":"vinvashishta.substack.com","section":"articles","topics":["Analytics & data science"],"take":"Data should not be a cost center. How do we demonstrate ROI? This is not always easy, but requires a change of perspective if nothing else. Vin describes three kinds of “debt”:"},{"issue":130,"date":"2023-04-21","title":"Will ChatGPT Put Data Analysts Out Of Work?","url":"https://www-forbes-com.cdn.ampproject.org/c/s/www.forbes.com/sites/bernardmarr/2023/02/07/will-chatgpt-put-data-analysts-out-of-work/amp/","author":"Bernard Marr","pub":"Forbes","domain":"www-forbes-com.cdn.ampproject.org","section":"articles","topics":["AI & LLMs"]},{"issue":130,"date":"2023-04-21","title":"Unlocking the power of data with Generative AI","url":"https://aijourn.com/unlocking-the-power-of-data-with-generative-ai/","author":"Sumeet Arora","pub":"AI Journal","domain":"aijourn.com","section":"articles","topics":["AI & LLMs"]},{"issue":130,"date":"2023-04-21","title":"Hedge Funds Scramble for Edge in Crowded Alt Data 'Arms Race'","url":"https://www.fundfire.com/c/4018634/520454?referrer_module=LinkedIn&campcode=LinkedInreferrer_module%3DLinkedIn","author":"Tom Stabile","pub":"FUNDFire","domain":"fundfire.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"]},{"issue":130,"date":"2023-04-21","title":"Alternative Data and AI","url":"https://podcasts.apple.com/us/podcast/ep-4-alternative-data-and-ai/id1674929284?i=1000608476102","domain":"podcasts.apple.com","section":"podcasts","topics":["AI & LLMs","Alt data industry"],"take":"Host Michael Watson, founder of Hedgineer, interviews Sachin Kullkarni head of data science at a credit hedge fund. Most interest to me was the discussion of LLM & GPT-4 and real world use cases. They discuss how data is really like an information supply chain & has many of the same problems you’d see in “real world” supply chains. I also really enjoyed the discussion about equity vs credit (27:00)."},{"issue":131,"date":"2023-04-28","title":"After AI update, Bloomberg looks to boost terminals with more alternative data","url":"https://www.cityam.com/after-ai-update-bloomberg-looks-to-boost-terminals-with-more-alternative-data/","author":"Chris Dorrell","domain":"cityam.com","section":"articles","topics":["Market data & terminals","Alt data industry"],"take":"Bloomberg is expanding its alternative data offering this summer. The plan is to make alternative data more readily “available to the masses”. no one has a better distribution mechanism to reach “the masses” than our friends at Bloomberg."},{"issue":131,"date":"2023-04-28","title":"Why Every Company needs Data Product Managers!!","url":"https://medium.com/@mike.doull/why-every-company-needs-data-product-managers-cb2c6009ebcc","author":"Mike Doull","domain":"medium.com","section":"articles","topics":["Data monetization"],"take":"The role of the data product manager is to take all the interesting data and make it valuable for the team. Find the signal in the data that will help the people managing the business make better decisions. This requires data skills, domain knowledge, and the ability to communicate effectively. Data product managers become “…the voice of the customer, the market, and the business”."},{"issue":131,"date":"2023-04-28","title":"The Golden Age of Generative AI (ChatGPT) and the Ascendance of Data Companies","url":"https://dataobservatory.substack.com/p/the-golden-age-of-generative-ai-chatgpt","author":"Jonathan Chin","pub":"Facteus","domain":"dataobservatory.substack.com","section":"articles","topics":["AI & LLMs","Transaction & consumer data"],"take":"I have been trying to better understand what Generative AI will mean for data companies, specifically those companies that own/possess valuable data. Data is the essential input to these models. To quote the article, data is “the lifeblood that nourishes and fuels the relentless evolution of AI models”. On some level, the more data the better…but not all data is create equal. Consumer transaction data like that offered by Jonathan’s company Facteus (and my company, 90 West Data) offers valuable insight into consumer spending which is largely a ground truth measure for most use cases … meaning it answers a really important question. I believe Generative AI platforms will expand use cases and ultimately make the data inputs more valuable (benefitting the owners of that data)."},{"issue":131,"date":"2023-04-28","title":"Hedge fund demand to drive growth in alternative market data sector","url":"https://www.hedgeweek.com/2023/04/21/320294/hedge-fund-demand-drive-growth-alternative-market-data-sector","author":"Hedgeweek","domain":"hedgeweek.com","section":"articles","topics":["Market data & terminals","Investing & hedge funds"]},{"issue":131,"date":"2023-04-28","title":"Building a Data-Centric Platform for Generative AI and LLMs at Snowflake","url":"https://www.snowflake.com/blog/building-data-centric-platform-ai-llm/","author":"Snowflake’s Torsten Grabs","domain":"snowflake.com","section":"articles","topics":["AI & LLMs","Data engineering"]},{"issue":131,"date":"2023-04-28","title":"How does the IMF contribute to enhance data transparency?","url":"https://www.imf.org/en/About/Factsheets/Sheets/2023/Standards-for-data-dissemination","domain":"imf.org","section":"articles","topics":["Macro & economic signals","Data governance & quality"]},{"issue":131,"date":"2023-04-28","title":"Ep 44: Fun with Differential Privacy","url":"https://open.spotify.com/episode/0HoakJIuhFLdgD9PLktlHZ?si=zIUTtYqyQfuTzwH8Frp5Dw","author":"The Analytics Engineering Podcast","domain":"open.spotify.com","section":"podcasts","topics":["Regulation, privacy & compliance","Analytics & data science"],"take":"Interesting discussion, a space about which I am learning. This is a discussion about privacy, governance, and the associated trade-offs. The two companies in the discussion are solving big problems, focused mainly on making data more broadly accessible if you can remove the risk of privacy while maintaining all the utility & statistical properties (“privacy-utility tradeoff”)."},{"issue":132,"date":"2023-05-05","title":"Challenges of Implementing Alternative Data in Investment Management","url":"https://maiden-century.mysites.io/wp-content/uploads/2023/04/Top-Challenges-of-Implementing-Alternative-Data_Maiden-Century.pdf","author":"Qaisar Hasan & Stan Altshuller","pub":"Maiden Century","domain":"maiden-century.mysites.io","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"Great title. There is a long list of challenges. Incorporating new data into the investment decision process is hard to do, but the payoff is becoming more evident. If done well, this data will become an essential part of your day-to-day decision-making process. If you do this poorly, you (the data professional) will lose the confidence of the end user, something that is tough to regain. Remember the portfolio manager is taking career risk with every buy/sell decision. Your data needs to deliver. Every time."},{"issue":132,"date":"2023-05-05","title":"Data Ecosystems: Privacy-Preserving Data Sharing for a Better Tomorrow","url":"https://www.linkedin.com/pulse/data-ecosystems-privacy-preserving-sharing-better-tomorrow-bernath/","author":"Matthew Bernath","domain":"linkedin.com","section":"articles","topics":["Regulation, privacy & compliance","Data monetization"],"take":"Privacy is a big deal, but regular readers know that I believe attitudes are rapidly changing about privacy, specifically with the younger generation caring a lot less about privacy of their data (that said, obviously no one wants to be robbed or doxed). The article points out that there is a TON of valuable data at big companies that can be more easily shared and used once privacy concerned are removed. All data is more easily used once PII can reliably be removed without impacting the quality of the data and insights. We are early, but better tools to ensure data privacy will open up monetization opportunities."},{"issue":132,"date":"2023-05-05","title":"Mastering AI-Powered Product Development","url":"https://preset.io/blog/introducing-promptimize/","author":"Maxime Beauchemin","domain":"preset.io","section":"articles","topics":["AI & LLMs"],"take":"We are all prompt engineers. “Prompt engineering” is essentially asking good questions of your AI models. I am seeing in my daily use of ChatGPT that the better, more detailed question I ask, the better the response. Domain expertise becomes more important for data professionals as the tools to extract the answers becomes more easily accessible & available via tools like ChatGPT."},{"issue":132,"date":"2023-05-05","title":"How Investors Can Use Digital Sentiment OT Achieve Above-Benchmark Returns","url":"https://www.alpha-week.com/how-investors-can-use-digital-sentiment-achieve-above-benchmark-returns","author":"Marina Goche","pub":"AlphaWeek","domain":"alpha-week.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"]},{"issue":132,"date":"2023-05-05","title":"How Geospatial Data Can Inform Investing Decisions?","url":"https://seekingalpha.com/article/4598070-how-geospatial-data-can-inform-investing-decisions","author":"The Bid By Blackrock","pub":"Seeking Alpha","domain":"seekingalpha.com","section":"articles","topics":["Geospatial & location","Alt data industry"]},{"issue":132,"date":"2023-05-05","title":"Alt Credit Models and Platforms Improve Financial Inclusion for Credit Marginalized Consumers","url":"https://www.pymnts.com/financial-inclusion-3/2023/alt-credit-models-and-platforms-improve-financial-inclusion-for-credit-marginalized-consumers/","domain":"pymnts.com","section":"articles","topics":["Transaction & consumer data"]},{"issue":132,"date":"2023-05-05","title":"Building Great Machine Learning Products at Opendoor","url":"https://www.datacamp.com/podcast/building-great-machine-learning-products-at-opendoor","author":"Adel Nehme","pub":"DataFramed","domain":"datacamp.com","section":"reading","topics":["AI & LLMs"]},{"issue":132,"date":"2023-05-05","title":"Sam Stone","url":"https://www.linkedin.com/in/sam-j-stone/","author":"My Take: This is an","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":132,"date":"2023-05-05","title":"I See Data People","url":"https://podcasts.apple.com/us/podcast/i-see-data-people/id1680419662","domain":"podcasts.apple.com","section":"reading","topics":["People & careers"]},{"issue":132,"date":"2023-05-05","title":"Challenges of Implementing Alternative Data in Investment Management","url":"https://maiden-century.mysites.io/wp-content/uploads/2023/04/Top-Challenges-of-Implementing-Alternative-Data_Maiden-Century.pdf","author":"Qaisar Hasan & Stan Altshuller","pub":"Maiden Century","domain":"maiden-century.mysites.io","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":133,"date":"2023-05-12","title":"Alt data’s growing pains: Integration and aggregation challenges stall wider adoption","url":"https://www.waterstechnology.com/data-management/7950874/alt-datas-growing-pains-integration-and-aggregation-challenges-stall-wider-adoption","author":"Max Bowie","pub":"Waters Technology","domain":"waterstechnology.com","section":"articles","topics":["Alt data industry","Marketplaces & discovery"],"take":"Good article about the state of alternative data. Has me recalling the below Data Score chart I highlighted in Alt Data Weekly #129. The industry is certainly experiencing growing pains. We are seeing a shake out as described in Max’s article. There are lots of reason the industry is seeing fits & starts. Sometimes working with data is just too tough and buyers get frustrated. Sometimes the value of the data is simply not there. This can be a function of data owner’s valuation expectations being too lofty, or perhaps it is just the data vendor’s realization that delivering a clean, consistent, complete data product is difficult. The good news is tools to engage with data are improving. Data discovery is maturing. Use cases are being proven. People that do this well are seeing the benefit. Zoom out, it looks pretty darn good."},{"issue":133,"date":"2023-05-12","title":"Pricing. Pricing. Pricing.","url":"https://www.datadiligence.com/post/pricing-pricing-pricing","author":"Data Diligence’s Chelsea Wilkinson","domain":"datadiligence.com","section":"articles","topics":["Transaction & consumer data","Data monetization"],"take":"How to take into account the value of your data? During any type of transaction where a value is placed on your company, data assets MUST be a part of that valuation process today"},{"issue":133,"date":"2023-05-12","title":"Hello Product Data Team, Goodbye Ad-Hoc Work","url":"https://locallyoptimistic.com/post/hello-product-data-team-goodbye-ad-hoc-work/","author":"Sven Balnojan","domain":"locallyoptimistic.com","section":"articles","topics":["Data engineering","Data monetization"],"take":"This is a good step-by-step description of moving from a service team to a product team. Most data teams are like firemen … doing a lot of ad-hoc work and figuring out why something isn’t working. The dream is to create magical data products that business users can’t live without. Basically, moving from a service team to a product team. This requires a lot of communication. A lot of customer feedback. And a willingness to do things differently."},{"issue":133,"date":"2023-05-12","title":"The Annual State of Data Quality Survey","url":"https://www.montecarlodata.com/blog-data-quality-survey","author":"Michael Segner & Peter Milligan","domain":"montecarlodata.com","section":"articles","topics":["Data governance & quality"],"take":"Headline from this year’s survey was that data downtime nearly double y/y. With 74% of reported issues being identified by the business user (not a good feeling). See below for some of the charts."},{"issue":133,"date":"2023-05-12","title":"Alternative Data Identification Factors","url":"https://fisd.net/wp-content/uploads/2023/03/FISD-Alternative-Data-Identification-Factors-11.1.22.pdf","domain":"fisd.net","section":"articles","topics":["Alt data industry","Regulation, privacy & compliance"]},{"issue":133,"date":"2023-05-12","title":"100 Practical Applications and Use Cases of Generative AI","url":"https://www.linkedin.com/posts/dr-michael-g-kollo_100-use-cases-for-generative-ai-activity-7058684062734946305-IWIw/","domain":"linkedin.com","section":"articles","topics":["AI & LLMs","Macro & economic signals"]},{"issue":133,"date":"2023-05-12","title":"How Startups and Scaleups Can Leverage Web Data for Success.","url":"https://startupsmagazine.co.uk/article-how-startups-and-scaleups-can-leverage-web-data-success","author":"Christian Branbergen","domain":"startupsmagazine.co.uk","section":"articles","topics":["Web scraping & web data"]},{"issue":133,"date":"2023-05-12","title":"Building dbt CI/CD at scale","url":"https://medium.com/checkout-com-techblog/building-dbt-ci-cd-at-scale-365358f64b6f","author":"Damian Siemieniak","domain":"medium.com","section":"reading","topics":["Data engineering"]},{"issue":133,"date":"2023-05-12","title":"Harnessing Data and Analytics to Help People Live a More Intelligent Financial Life™ with Farouk Ferchichi, President Data & Analytics at Envestnet Inc","url":"https://podcasts.apple.com/us/podcast/s3-ep-26-harnessing-data-and-analytics-to-help-people/id1536396719?i=1000611384066","author":"Kyle Winterbottom","pub":"the Driven By Data podcast","domain":"podcasts.apple.com","section":"reading","topics":["Analytics & data science"],"take":"Great to hear Farouk’s perspective on the data space. Of most interest to me was the focus on making the data easy to understand & use. Making complex things simple is a true skill! The key is to deliver data that is clean & organized in a way that it is useful for the end consumer. Over the next 3-5 years we will see consumers demanding from their FIs MUCH better information about their financial wellbeing…delivered for free. This will become table-stakes for FIs (if it isn’t already). Delivering this capability is how Envestnet helps their FI clients better serve their end customers. Consumer wants from the FI’s better information about their finances."},{"issue":133,"date":"2023-05-12","title":"The Annual State of Data Quality Survey","url":"https://www.montecarlodata.com/blog-data-quality-survey","author":"2: Michael Segner & Peter Milligan","domain":"montecarlodata.com","section":"reading","topics":["Data governance & quality"]},{"issue":133,"date":"2023-05-12","title":"A New Approach to Building Your Personal Brand","url":"https://hbr.org/2023/05/a-new-approach-to-building-your-personal-brand","author":"Jill Avery & Rachel Greenwald","pub":"HBR","domain":"hbr.org","section":"reading"},{"issue":134,"date":"2023-05-19","title":"8 point approach to evaluating data partners","url":"https://thedatascore.substack.com/p/8-point-approach-to-evaluating-data","author":"Jason DeRise","domain":"thedatascore.substack.com","section":"articles","topics":["Marketplaces & discovery","Data governance & quality"],"take":"There is a ton of friction in the process and Jason does an excellent job of describing the keys steps. From the data vendor perspective, the cleaner & easier you can make this process, the better. Clearly describe the value your data adds. Make it easy. And of course, Jason highlights the importance of data quality. You know your data better than anyone. Be transparent about strength & weaknesses from the beginning."},{"issue":134,"date":"2023-05-19","title":"Why Do Chief Data Officers Deserve a Seat at the C-suite Table?","url":"https://www.linkedin.com/pulse/why-do-chief-data-officers-deserve-seat-c-suite-table-ashu-dhall/","author":"Ashu Dhall","domain":"linkedin.com","section":"articles","topics":["Data strategy & culture"],"take":"Are CDO’s defensive-minded or offensive-minded? Ashu argues good CDO’s balance the two mindsets. You are likely to get more C-level respect if you are driving revenue & innovation for your business."},{"issue":134,"date":"2023-05-19","title":"The struggles scaling data teams face","url":"https://www.synq.io/blog/the-struggles-scaling-data-teams-face","author":"Mikkel Dengsøe & Louise de Leyritz","pub":"Synq’s blog","domain":"synq.io","section":"articles","topics":["Data engineering"],"take":"Good article covering the challenges data teams face with scale around onboarding, development, monitoring, and self-serve. In particular, I like the idea of simplifying (clean up what is not needed) & being relentless focus on building trust."},{"issue":134,"date":"2023-05-19","title":"IMF Climate Capacity Development (CD) Partnership Forum—First Meeting","url":"https://www.imf.org/en/News/Articles/2023/05/04/sp050423-imf-climate-capacity-development-partnership-forum-first-meeting","domain":"imf.org","section":"articles","topics":["ESG & climate"]},{"issue":134,"date":"2023-05-19","title":"Zero-ETL, ChatGPT, And The Future of Data Engineering","url":"https://towardsdatascience.com/zero-etl-chatgpt-and-the-future-of-data-engineering-71849642ad9c","author":"Monte Carlo’s Barr Moses & Shane Murray","domain":"towardsdatascience.com","section":"articles","topics":["Data engineering","AI & LLMs"]},{"issue":134,"date":"2023-05-19","title":"Three Models for Data Companies","url":"https://www.thediff.co/archive/untitled/","author":"Byrne Hobart","domain":"thediff.co","section":"reading","topics":["Data monetization","Alt data industry"]},{"issue":134,"date":"2023-05-19","title":"Don’t Tell Your Data Team’s ROI Story","url":"https://hex.tech/blog/data-team-roi/","author":"Hex’s blog","domain":"hex.tech","section":"reading","topics":["Data engineering"]},{"issue":134,"date":"2023-05-19","title":"interviews","url":"https://www.rebellionresearch.com/uc-berkeleys-financial-innovation-conference-speaker-profile-peng-cheng-head-of-big-data-ai-strategy-jpmorgan","author":"Rebellion Research [","domain":"rebellionresearch.com","section":"reading","topics":["AI & LLMs","Data strategy & culture"],"take":"Good, short interview. I remain interested in learning about “real world” use cases for the buzzwords like ML, AI, etc."},{"issue":134,"date":"2023-05-19","title":"Will Manidis is the CEO and founder of ScienceIO","url":"https://www.safegraph.com/podcasts/will-manidis","author":"Auren Hoffman’s World","pub":"DAAS podcast","domain":"safegraph.com","section":"reading","topics":["Data monetization"],"take":"Very dense interview. Not one to listen to at 2x speed. Lots of great quotes. I agree that the “mean industry” has not seen (much) technological progress. I think there is a generational element where younger generation that have grown up with “technology tools” will bring this comfort with them to industries that are not yet using technology to their greatest advantage."},{"issue":134,"date":"2023-05-19","title":"The External Data Maturity Model","url":"https://www.cruxdata.com/blog/external-data-integration-maturity-model-part-one","author":"Crux","domain":"cruxdata.com","section":"reading","topics":["Data monetization","Data strategy & culture"]},{"issue":135,"date":"2023-05-26","title":"The Ultimate Guide To Data Strategy","url":"https://weare.theoaklandgroup.co.uk/hubfs/Oakland%20Data%20Strategy%20Guide.pdf","author":"TheOakland Group","domain":"weare.theoaklandgroup.co.uk","section":"articles","topics":["Data strategy & culture"],"take":"There is A LOT of good information in this 17-page document. I found the writing around why a data strategy is even needed to be of particular interest (p 3). I run into a lot of companies that say, “there is an opportunity in here somewhere” … and they are right, but perhaps underestimate just how much of a cultural change & financial investment is required to extract the most value."},{"issue":135,"date":"2023-05-26","title":"Are You a Data Consumer or Data Producer?","url":"https://learnanalyticsengineering.substack.com/p/are-you-a-data-consumer-or-data-producer","author":"Madison Mae","pub":"Learn Analytics Engineering","domain":"learnanalyticsengineering.substack.com","section":"articles","topics":["Analytics & data science"],"take":"Yet another article (indirectly) highlighting the importance of domain expertise for the data practitioner. The ability to ask the right question and understand how the data consumer will be using the data is a key part of this entire process."},{"issue":135,"date":"2023-05-26","title":"The Future of Data","url":"https://databased.pedramnavid.com/p/the-future-of-data","domain":"databased.pedramnavid.com","section":"articles","topics":["Data engineering"],"take":"Pedram has developed three theories on what the future holds for data. 1- Op teams finally get some love. 2- One semantic layer rules them all. 3- The single biggest problem of incorporating business logic. For me this comes back to the importance of domain expertise. Those that can combine data skills with domain expertise are the unicorns. This stuff is hard."},{"issue":135,"date":"2023-05-26","title":"An Alternative Data Algorithm Example","url":"https://magis.substack.com/p/an-alternative-data-algorithm-example","domain":"magis.substack.com","section":"articles","topics":["Alt data industry"]},{"issue":135,"date":"2023-05-26","title":"Leverage Your Technical Skills to Work Smarter, Not Harder","url":"https://locallyoptimistic.com/post/leverage-technical-skills/","author":"Caitlin Moorman","domain":"locallyoptimistic.com","section":"articles","topics":["People & careers"]},{"issue":135,"date":"2023-05-26","title":"How OpenAI's GPT-4 Will Transform Your Business — Whether You Want It to or Not","url":"https://www.entrepreneur.com/science-technology/how-openais-gpt-4-will-transform-your-business/450559","author":"NOMAD’s Brad Schneider","domain":"entrepreneur.com","section":"articles","topics":["AI & LLMs"]},{"issue":135,"date":"2023-05-26","title":"A Step-By-Step Guide to Improve Data Quality","url":"https://dqops.com/dqo_ebook_a_step-by-step_guide_to_improve_data_quality-2/","author":"DQ Ops","domain":"dqops.com","section":"reading","topics":["Data governance & quality"]},{"issue":135,"date":"2023-05-26","title":"Web Scraping Should Be Taught at Universities, and Here’s Why","url":"https://technative.io/web-scraping-should-be-taught-at-universities-and-heres-why/","author":"Juras Juršėnas","pub":"OxyLabs.io","domain":"technative.io","section":"reading","topics":["Web scraping & web data"]},{"issue":135,"date":"2023-05-26","title":"Using LLMs to Create Trading Signals","url":"https://forum.numer.ai/t/using-llms-to-create-trading-signals/6374","author":"Numerai","domain":"forum.numer.ai","section":"reading","topics":["AI & LLMs","Investing & hedge funds"]},{"issue":135,"date":"2023-05-26","title":"Alex Izydorczyk","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-alex-izydorczyk-episode","author":"Mark Fleming-Williams","pub":"the Alternative Data podcast","domain":"shows.acast.com","section":"reading","topics":["Alt data industry"],"take":"Alex is building a great company in CyberSyn. There is a ton of value yet to be unlocked in data, both the data that is available publicly & that data that is locked down behind a wall. Value will flow to those that have the ability, not just to organize the data, but the ability to combine multiple, disparate data sources together in a way that tells a great story (1+1=3)."},{"issue":135,"date":"2023-05-26","title":"The Ultimate Guide To Data Strategy","url":"https://weare.theoaklandgroup.co.uk/hubfs/Oakland%20Data%20Strategy%20Guide.pdf","author":"TheOakland Group","domain":"weare.theoaklandgroup.co.uk","section":"reading","topics":["Data strategy & culture"]},{"issue":135,"date":"2023-05-26","title":"6 questions to ask to find out if you’re an ethical leader","url":"https://www.fastcompany.com/90568314/6-questions-to-ask-to-find-out-if-youre-an-ethical-leader","author":"Yonason Goldson","domain":"fastcompany.com","section":"reading"},{"issue":136,"date":"2023-06-02","title":"Data in the Age of AI","url":"https://pivotal.substack.com/p/data-in-the-age-of-ai","author":"Abraham Thomas","domain":"pivotal.substack.com","section":"articles","topics":["AI & LLMs"],"take":"Great article. The author runs through the decline of storage & compute costs & how this has begun to shift value toward owners of data. Data feeds into everything … this has been exacerbated with the advent of ChatGPT."},{"issue":136,"date":"2023-06-02","title":"A Decade In Data Engineering - What Has Changed?","url":"https://seattledataguy.substack.com/p/a-decade-in-data-engineering-what","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"articles","topics":["Data engineering"],"take":"Related video here. I really like SGD’s big picture thought pieces, great for perspective of where we (the data industry) were, where we are, & where we are headed. Taking a step back to think about why we use the tools we use is important. Are we using the best tools or the best marketed tools?"},{"issue":136,"date":"2023-06-02","title":"Cutting through the noise","url":"https://www.hedgeweek.com/2023/05/26/320720/cutting-through-noise","author":"Hedgeweek","domain":"hedgeweek.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"Reality check warning. Data offers a ton of potential, as highlighted in the the above article(s), but in practice there is so much data & it is so poorly organized, that even the most sophisticated firms (i.e. HF’s) with the most resources & the most to gain/lose, struggle to manage it all. The data industry is moving in the right direction but there will continue to be fits & starts along the way."},{"issue":136,"date":"2023-06-02","title":"Product Analytics Approach to Alternative Data","url":"https://magis.substack.com/p/product-analytics-approach-to-alternative","domain":"magis.substack.com","section":"articles","topics":["Analytics & data science","Alt data industry"]},{"issue":136,"date":"2023-06-02","title":"The New Goldmine: Harnessing Alternative Data for Economic Insights","url":"https://www.linkedin.com/pulse/new-goldmine-harnessing-alternative-data-economic-insights-bernath/","domain":"linkedin.com","section":"articles","topics":["Macro & economic signals","Alt data industry"]},{"issue":136,"date":"2023-06-02","title":"3 Steps to Unlock Your Customer Data and Drive Revenue","url":"https://on.emarketer.com/rs/867-SLG-901/images/3%20Steps%20to%20Unlock%20Your%20Customer%20Data%20and%20Drive%20Revenue.pdf","author":"Kathleen Velasquez & Geoffrey Keating","pub":"Twillio","domain":"on.emarketer.com","section":"reading","topics":["Data monetization","Transaction & consumer data"]},{"issue":136,"date":"2023-06-02","title":"The No Bullsh*t Guide to Data Strategy","url":"https://www.thinkdataworks.com/resources/no-bs-data-strategy","author":"ThinkDataWorks","domain":"thinkdataworks.com","section":"reading","topics":["Data strategy & culture"]},{"issue":136,"date":"2023-06-02","title":"Henry Schuck - Building ZoomInfo","url":"https://www.joincolossus.com/episodes/49638569/schuck-finding-your-next-best-customer","author":"Invest Like the Best Podcast","domain":"joincolossus.com","section":"reading","topics":["Data monetization"],"take":"$ZI might be the most successful pure data business (yes, I know, all businesses are data businesses). I am ready to take on the world after listening to Henry. Great energy! The ideal of delivering all pertinent data to the right person at the right time is on the horizon. Henry discusses the iterative process of building a great product. Similar to Jeff Bezos mantra of “it is always day 1”."},{"issue":137,"date":"2023-06-09","title":"Alternative Benefits of Alternative Data","url":"https://maiden-century.mysites.io/wp-content/uploads/2023/06/Alternative-Benefits-of-Alternative-Data_Maiden-Century.pdf","domain":"maiden-century.mysites.io","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"We are just scratching the surface of alternative data use cases. The tools are improving. Better tools allow us to ask better questions and higher quality data helps us trust the answers. This short e-book shares a few real world use case & shows how even non-data-savvy investors can benefit from alternative data."},{"issue":137,"date":"2023-06-09","title":"The Business Won’t Get Much Value From Its Data Until It Can Answer This Question.","url":"https://vinvashishta.substack.com/p/the-business-wont-get-much-value","author":"Vin Vashishta","domain":"vinvashishta.substack.com","section":"articles","topics":["Data strategy & culture"],"take":"The question: what is the business purpose of data and models? For me this is article reinforces the importance of domain expertise. You have to understand the business problem of your customer (the data user). The author described five (5) phases."},{"issue":137,"date":"2023-06-09","title":"A Better Way to Put Your Data to Work","url":"https://hbr.org/2022/07/a-better-way-to-put-your-data-to-work","author":"Veeral Desai, Tim Fountaine, & Kayvaun Rowshankish","domain":"hbr.org","section":"articles","topics":["Data monetization"],"take":"I came across this article published last summer and thought it was worth highlighting. The key to broader acceptance of data is creating data products. For me, this again hammers home the importance of domain expertise. As a data professional, you need to understand the business use case and how end users will engage with the data. Deliver a minimally viable product (MVP), get feedback, iterate, improve. Start with the end in mind. This is a very good overview and shares some real world examples."},{"issue":137,"date":"2023-06-09","title":"The Rise of Alternative Data Makes for a Fairer Gig Economy","url":"https://www.finextra.com/blogposting/24276/the-rise-of-alternative-data-makes-for-a-fairer-gig-economy","author":"Ali Hamriti","domain":"finextra.com","section":"articles","topics":["Alt data industry","Macro & economic signals"]},{"issue":137,"date":"2023-06-09","title":"5 Q’s for Julius Černiauskas, Chief Executive Officer of Oxylabs.","url":"https://datainnovation.org/2023/05/5-qs-for-julius-cerniauskas-chief-executive-officer-of-oxylabs-io/","domain":"datainnovation.org","section":"articles","topics":["Alt data industry","Web scraping & web data"]},{"issue":137,"date":"2023-06-09","title":"What Goes Around Comes Around","url":"https://15721.courses.cs.cmu.edu/spring2023/papers/01-intro/whatgoesaround-stonebraker.pdf","author":"Michael Stonebreaker & Joseph Hellerstein","domain":"15721.courses.cs.cmu.edu","section":"articles","topics":["Data engineering"]},{"issue":137,"date":"2023-06-09","title":"What is a Data Asset - Lauren Cascio - Interview","url":"https://www.youtube.com/watch?v=wuyMQ1ySxWk&ab_channel=Revelate%3ARealizethePotentialofYourData","author":"Revelate","domain":"youtube.com","section":"reading","topics":["Data monetization","Deals & funding"],"take":"Data is an asset and should be recognized under GAAP rules to recognize this intangible asset on the balance sheet. Lauren’s company Gulp is lending against this asset. Most interesting to me is the valuation of the data asset. Valuing data is a new idea idea, and is not at all straightforward."},{"issue":137,"date":"2023-06-09","title":"Eagle Alpha","url":"https://www.eaglealpha.com/","author":"Data conference","domain":"eaglealpha.com","section":"reading","topics":["Marketplaces & discovery","Events & community"]},{"issue":138,"date":"2023-06-16","title":"Coming soon: How the adoption AI, alt data and electronic comms could herald an era of rapid regulatory change","url":"https://www.hedgeweek.com/2023/06/13/320916/coming-soon-how-adoption-ai-alt-data-and-electronic-comms-could-herald-era-rapid","author":"Anna Maleva-Otto, partner,","pub":"law firm Schulte Roth & Zabel","domain":"hedgeweek.com","section":"articles","topics":["Alt data industry","Regulation, privacy & compliance"],"take":"A trusted regulatory infrastructure is a positive for the alternative data space. Standards increase confidence and broaden the potential market for this new type of data. Of most interest to me was the author’s comments about the backlash surrounding “greenwashing”. This is when a company purports to be environmentally conscious for marketing purposes but in reality, isn’t making any notable sustainability efforts."},{"issue":138,"date":"2023-06-16","title":"Rush to Use Generative AI Pushes Companies to Get Data in Order","url":"https://www.wsj.com/articles/rush-to-use-generative-ai-pushes-companies-to-get-data-in-order-c34a7e13","author":"Belle Lin","pub":"WSJ","domain":"wsj.com","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"Getting your “data house in order” is becoming more of a priority as execs realize the power of LLMs. Garbage in = Garbage out. To make good use of these new tools, companies need to have data that is well governed, clean, & accessible. Whether companies decide to monetize externally or not, getting your arms around internal data is a valuable exercise."},{"issue":138,"date":"2023-06-16","title":"Value creation & risks: Generative AI for private equity managers and portfolio companies","url":"https://www.datadiligence.com/post/value-creation-risks-generative-ai-for-private-equity-managers-and-portfolio-companies","author":"Data Diligence’s Chelsea Wilkinson","domain":"datadiligence.com","section":"articles","topics":["Investing & hedge funds","AI & LLMs"],"take":"Chelsea shares with readers a list of value creation opportunities & the associated risks. The “Data Foundations” bullet point resonated with me as the thing companies/investors need to get done up front to make all else possible. Not an easy task, but one that pays big dividends if done well."},{"issue":138,"date":"2023-06-16","title":"Six Common Signs It’s Time to Invest in Data Reliability","url":"https://www.datanami.com/2023/06/13/six-common-signs-its-time-to-invest-in-data-reliability/","domain":"datanami.com","section":"articles","topics":["Data governance & quality"]},{"issue":138,"date":"2023-06-16","title":"17 Data Science Podcasts to Listen to in 2023","url":"https://www.coursera.org/articles/data-science-podcasts","domain":"coursera.org","section":"reading","topics":["Analytics & data science"]},{"issue":138,"date":"2023-06-16","title":"Man Group’s Chief Risk Officer Darrel Yawitch","url":"https://podcasts.apple.com/ca/podcast/market-matters-data-assets-alpha-group-a/id1456184829?i=1000607720774","author":"JP Morgan’s Making Sense podcast","domain":"podcasts.apple.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":138,"date":"2023-06-16","title":"ArticDB","url":"https://arcticdb.io/","domain":"arcticdb.io","section":"reading","topics":["Marketplaces & discovery","Investing & hedge funds"]},{"issue":139,"date":"2023-06-23","title":"Thousands of Reddit communities go dark in protest of API changes","url":"https://www.axios.com/2023/06/12/reddit-communities-protest","author":"Axios","domain":"axios.com","section":"articles","topics":["Web scraping & web data","Data monetization"],"take":"This is a fluid situation and I am writing this early in the week, so things may have changed. Data pricing is coming to the forefront. Anyone in the data biz knows pricing is tricky. In the course of Reddit’s day-to-day, they generate lots of valuable data. Historically, businesses have been able to freely access this data via API to build products. Going forward, developers wishing to build products for Reddit and/or do pure research will continue to access the data for free. BUT those businesses using Reddit data for commercial purposes will have to pay. A LOT. Twitter did something similar earlier this year."},{"issue":139,"date":"2023-06-23","title":"How to Build Great Data Products","url":"https://www.datanami.com/2023/06/07/how-to-build-great-data-products/","author":"Rohit Choudhary","domain":"datanami.com","section":"articles","topics":["Data monetization"],"take":"From the author: “The goal is to uncover whether the data available to you can deliver insights that are not available anywhere else in the market”. Most interesting to me is that more data is not always better data. Having strong domain knowledge & an understanding of the customer’s pain points is key. This allows you to keep it simple. Customers have short attentions spans; they have to understand what you are communicating immediately. The right data (& only the right data) delivered at the right time to the right people solves the problem."},{"issue":139,"date":"2023-06-23","title":"How Governments Can Use Alternative Data for Policymaking","url":"https://builtin.com/data-science/alternative-data-governments-policymaking","author":"Oxylab’s Aleksandras Šulženko","domain":"builtin.com","section":"articles","topics":["Alt data industry","Macro & economic signals"],"take":"This is a back to the basics Alt Data article, but with a view towards how governments can better use alternative data sources. Of most interest to me was the idea that governments can Nowcast economic conditions (modern day Sim City). Given how governments operate, they may be the last to put good data to work, but can arguably create the most benefit once they are doing it."},{"issue":139,"date":"2023-06-23","title":"Generative AI Needs Context And Business Acumen To Succeed","url":"https://vinvashishta.substack.com/p/generative-ai-needs-context-and-business","domain":"vinvashishta.substack.com","section":"articles","topics":["AI & LLMs"]},{"issue":139,"date":"2023-06-23","title":"The state of web scraping and AI","url":"https://substack.thewebscraping.club/p/the-state-of-web-scraping-and-ai","author":"Pierluigi Vinciguerra","domain":"substack.thewebscraping.club","section":"articles","topics":["AI & LLMs","Web scraping & web data"]},{"issue":139,"date":"2023-06-23","title":"interview","url":"https://www.theverge.com/2023/6/15/23762868/reddit-ceo-steve-huffman-interview","author":"The Verge’s [","domain":"theverge.com","section":"articles","topics":["Web scraping & web data","Data monetization"]},{"issue":139,"date":"2023-06-23","title":"NVIDIA: How could alternative data be used to assess its long-term potential?","url":"https://thedatascore.substack.com/p/nvidia-how-could-alternative-data","author":"Jason DeRise’s The Data Score","domain":"thedatascore.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":139,"date":"2023-06-23","title":"Lessons on building product sense, navigating AI, optimizing the first mile, and making it through the messy middle | Scott Belsky (Adobe, Behance)","url":"https://www.lennyspodcast.com/lessons-on-building-product-sense-navigating-ai-optimizing-the-first-mile-and-making-it-through-the-messy-middle-scott-belsky-adobe-behance/","domain":"lennyspodcast.com","section":"reading","topics":["AI & LLMs","Data monetization"],"take":"A bit of a different podcast here … this podcast is focused on building products, and not specifically data products. But with all the “data as a product” themes we’ve seen in recent weeks, I wanted to dig-in on a building a (data) product."},{"issue":139,"date":"2023-06-23","title":"Twitter","url":"https://twitter.com/90WestData/status/1669026609729347599","domain":"twitter.com","section":"reading"},{"issue":14,"date":"2021-01-29","title":"Top 6 Trends & Predictions for 2021.","url":"https://www.thoughtspot.com/sites/default/files/pdf/Six-Top-Trends-and-Predictions-for-Data-Analytics-AI-in-2021.pdf","author":"Thoughtspot","domain":"thoughtspot.com","section":"articles","topics":["Data monetization"],"take":"Interesting to see them put a number on the expected growth outperformance (double-digits). The disparity between firms managing data well and those that don’t will become more obvious."},{"issue":14,"date":"2021-01-29","title":"Alternative credit data, fair lending may take focus under Biden","url":"https://www.bankingdive.com/news/alternative-credit-data-fair-lending-may-take-focus-under-biden/593749/","author":"Banking Dive","domain":"bankingdive.com","section":"articles","topics":["Alt data industry","Transaction & consumer data"],"take":"the method for determining how banks lend money is antiquated. Risks to the lender can be lowered and the range of participants expanded if we use all data at our disposal to make better decisions. This will take a long time to get right and we should leave it to the free market to try different ideas about how this is best executed, but transaction data along with other forms of alternative data can & should be combined to help make better lending decisions."},{"issue":14,"date":"2021-01-29","title":"Can Web Scraping Improve Investment Returns?","url":"https://internationalbanker.com/brokerage/can-web-scraping-improve-investment-returns/","author":"International Banker","domain":"internationalbanker.com","section":"articles","topics":["Web scraping & web data","Investing & hedge funds"],"take":"Yes, if used properly. Web-scraped data, like all data being used by investment professionals, is scrutinized to make sure the scraper has the rights to grab the information and use the information. As I’ve stated in past newsletters, this attention is a positive as the more thorough the review, the higher the level of comfort investors will have using this type of information (which, by the way, is often improved by mixing it with transaction data like 90 West provides). Given the massive potential for web-scraped data — and alternative data as a whole — to produce useful insights, we are just now beginning to realize the potential of data analytics."},{"issue":14,"date":"2021-01-29","title":"interviews Justin Langseth","url":"https://www.eckerson.com/articles/data-marketplace-an-app-store-for-data","author":"Wayne Eckerson","pub":"the Eckerson Group [","domain":"eckerson.com","section":"podcasts","topics":["Marketplaces & discovery","Data engineering"],"take":"Data marketplaces are trying to solve a number of interesting problems, but the big one is that there is simply too much data available. How does a buyer know where to start? 90 West is focused on being a great partner to our clients. We are client of Snowflake but we do not participate in any data exchanges. In our market, we are cognizant that the value of external data decreases as more customers have access to it. To maximize value, you need to balance having the fewest number of high-value clients have their data, but not too many so the value of data decreases (\"alpha decay\"). I believe for a start-up like 90 West, the best approach is to find a small number of high quality clients and then be a great partner to them. Then focus on growth from that established base."},{"issue":14,"date":"2021-01-29","title":"interviews Cliff Asness, founder of AQR","url":"https://podcasts.apple.com/us/podcast/bogleheads-on-investing-podcast/id1436401528?i=1000496616340","author":"Bogleheadson investing [","domain":"podcasts.apple.com","section":"podcasts","topics":["Investing & hedge funds","People & careers"],"take":"This is an academic interview. I've sought out several Cliff Asness interviews in recent weeks. AQR is one of the largest asset managers in the world and is focused on systematic investing (i.e. making decisions based on data inputs and models with little/no human intervention). 90 West’s core target market is funds like this and I make it my job to (try to) understand how these folks think."},{"issue":14,"date":"2021-01-29","title":"Why you should get paid for your data.","url":"https://www.youtube.com/watch?v=rfA1ThekjGM&ab_channel=TED","domain":"youtube.com","section":"podcasts","topics":["Data strategy & culture"],"take":"most firms are just now becoming “Data Aware”. Long way to go to reach the goal of “Data Driven”."},{"issue":140,"date":"2023-06-30","title":"Exploring Key Data Architecture Trends Shaping the Future of Data Management","url":"https://medium.com/@jh.baek.sd/exploring-key-data-architecture-trends-shaping-the-future-of-data-management-2d603ff3bd50","author":"ZIRU","domain":"medium.com","section":"articles","topics":["Data engineering","Data strategy & culture"],"take":"The author delves into key data architecture trends that will shape the priorities of data organization this coming year. There are five:"},{"issue":140,"date":"2023-06-30","title":"if given the platform at","url":"https://www.linkedin.com/posts/ethanaaron_snowflakesummit-data-activity-7076272621218095104-eAuR/","author":"Portable’s Ethan Aaron","domain":"linkedin.com","section":"articles","topics":["Investing & hedge funds","Data engineering"],"take":"Understand the value you are driving for your business. How to create value (4): 1-automate, 2- provide leverage to execs, 3- build sale-able products, 4- mitigate quantifiable risks. In my opinion it comes down to domain knowledge. If you understand the business, you will know how to best use the data."},{"issue":140,"date":"2023-06-30","title":"Step one for AI deployment: Acquire the right data","url":"https://www.harbrdata.com/resources/blogs/step-one-for-ai-deployment/","domain":"harbrdata.com","section":"articles","topics":["AI & LLMs","Deals & funding"],"take":"AI was everywhere at this week’s SnowFlake Summit. The AI/LLM model input data will be closely monitored. I’ve been a big proponent of value flowing toward the data owners. This should become more obvious as it becomes clear what ”good” data looks like. It is important to note that the training data need not be enormous in quantity. Quality (clean, consistent, complete) is far more important than quantity."},{"issue":140,"date":"2023-06-30","title":"Leveraging new data technologies to accelerate business growth","url":"https://www.data-axle.com/resources/expert-qa/leveraging-new-data-technologies-to-accelerate-business-growth/","author":"Data Axle","domain":"data-axle.com","section":"articles","topics":["Data engineering"]},{"issue":140,"date":"2023-06-30","title":"Science Shouldn’t Give Data Brokers Cover for Stealing Your Privacy","url":"https://www.scientificamerican.com/article/science-shouldnt-give-data-brokers-cover-for-stealing-your-privacy/","author":"Gennie Gebhart & Josh Richman","pub":"Scientific American","domain":"scientificamerican.com","section":"articles","topics":["Regulation, privacy & compliance","Marketplaces & discovery"]},{"issue":140,"date":"2023-06-30","title":"Fighting poverty with synthetic data","url":"https://www.brookings.edu/blog/future-development/2023/06/20/fighting-poverty-with-synthetic-data/","author":"Brookings Institute","domain":"brookings.edu","section":"reading","topics":["Synthetic data"]},{"issue":140,"date":"2023-06-30","title":"interviews Micheline Casey","url":"https://driven-by-data-the-podcast.captivate.fm/episode/micheline-casey","author":"Drive by Data, The Podcast, [","domain":"driven-by-data-the-podcast.captivate.fm","section":"reading","topics":["Data monetization"],"take":"I’ve read & written a lot about the idea of “data products”. I was interested in hearing more from Micheline as she has had success building data products & solutions. She discusses “Design centric thinking”, which is iterating on products with a focus on understanding & addressing customer pain points. This framework for problem solving focuses on creating tangible business value (“hard benefits” & “soft benefits”)."},{"issue":141,"date":"2023-07-07","title":"Exclusive Data - Building a Moat","url":"https://matts-newsletter-7a3f46.beehiiv.com/p/exclusive-data-building-moat","domain":"matts-newsletter-7a3f46.beehiiv.com","section":"articles","topics":["Investing & hedge funds"],"take":"“If you don’t own the data you have to be creative”. I like to think of this in terms of the data owner. There is an inflection point where you spread your data so thin it becomes less valuable (alpha decay), but then it magically becomes “table stakes” where everyone needs to have it because everyone else has it. In between those two is a tricky place."},{"issue":141,"date":"2023-07-07","title":"The economic potential of generative AI: The next productivity frontier","url":"https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/the-economic-potential-of-generative-ai-the-next-productivity-frontier#introduction","domain":"mckinsey.com","section":"articles","topics":["AI & LLMs","Macro & economic signals"],"take":"I enjoy these high-level thought pieces. No doubt generative AI will add to our productivity in time. What is amazing to me is the pace of progress. The article cites Anthropic’s generative AI, which was able to process 100,000 tokens of text per minute in May ‘23 vs just 9,000 in March ‘23 (just 2 months earlier). That is Moore’s Law on steroids. The pace of adoption for those basic tasks like coding help, research assistance, or writing editors … is happening so quickly because it is so amazingly easy."},{"issue":141,"date":"2023-07-07","title":"LLMs And Causal Discovery: A Product And Data First Approach","url":"https://vinvashishta.substack.com/p/llms-and-causal-discovery-a-product","domain":"vinvashishta.substack.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"I really like how the author frames the goal…business won’t fund a project gathering data for causal discovery … but a business will fund resources to better understand supply chain. Again, we find ourselves talking about the importance of domain knowledge. For businesses, don’t frame your goal as the interesting technical challenge that may draw the best technical talent, but rather frame the goal in terms of how the business will get better with the knowledge you will gain."},{"issue":141,"date":"2023-07-07","title":"The Paradox of Finding Surprising Insights in Alternative Data","url":"https://thedatascore.substack.com/p/the-paradox-of-finding-surprising","domain":"thedatascore.substack.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"]},{"issue":141,"date":"2023-07-07","title":"The Dagster Master Plan","url":"https://dagster.io/blog/dagster-master-plan","author":"Elementl’s CEO Pete Hunt","domain":"dagster.io","section":"reading","topics":["Data engineering"]},{"issue":141,"date":"2023-07-07","title":"interviews Seth Partnow","url":"https://www.datacamp.com/podcast/how-data-science-is-transforming-the-nba","author":"Richie Cotton","pub":"DataFramed [","domain":"datacamp.com","section":"reading","topics":["Analytics & data science"]},{"issue":141,"date":"2023-07-07","title":"Footy Moneyball: great expectations","url":"https://braff.co/advice/f/footy-moneyball-great-expectations","author":"My Take: This","domain":"braff.co","section":"reading","topics":["Analytics & data science"]},{"issue":141,"date":"2023-07-07","title":"Vectara","url":"https://vectara.com/","author":"2: The Data Exchange Podcast [","domain":"vectara.com","section":"reading","topics":["AI & LLMs","Marketplaces & discovery"],"take":"This is one of the more technical data podcasts I’ve attempted to summarize. Bottom line, there has been tremendous progress in the past few years in the realm of search & information retrieval. Three takeaways for me: 1- seeing LLMs become deployable by organizations (using internal data), 2 - Strong multi-modal retrievals (text, video, audio, etc), 3 - hardware getting better allowing for fewer latency issues"},{"issue":142,"date":"2023-07-14","title":"The Evolution of Alternative Data in Finance is Being Driven by LLMs","url":"https://www.amenityanalytics.com/blog-articles/the-evolution-of-alternative-data-in-finance-is-being-driven-by-llms","author":"Amenity’s Doug Hopkins","domain":"amenityanalytics.com","section":"articles","topics":["Alt data industry","AI & LLMs"],"take":"Doug shares with us the four (4) phases of Alternative Data."},{"issue":142,"date":"2023-07-14","title":"Data Marketplace Guide","url":"https://www.harbrdata.com/resources/thought-leadership/data-marketplace-guide/","domain":"harbrdata.com","section":"articles","topics":["Marketplaces & discovery"],"take":"“data is sold not bought” (quote attributed to a several people, but I most recently heard from Dan Entrup). Harbr offers us a great summary of the benefits of data marketplaces. I have been skeptical of data marketplaces. 90 West has listed products on essentially all the marketplaces with limited success. Data is tough to simply browse & buy. It feels like we have a long way to go. That said, data is becoming more “productized”, tools are improving, buyers are getting more sophisticated … all of which helps data discovery & ultimately answers real business questions. Let’s watch!"},{"issue":142,"date":"2023-07-14","title":"What Roles Could Generative AI Play on Your Team?","url":"https://hbr.org/2023/06/what-roles-could-generative-ai-play-on-your-team","author":"Misiek Piskorski & Amit Joshi","pub":"HBR","domain":"hbr.org","section":"articles","topics":["AI & LLMs"],"take":"Both McKinsey & HBR are weighing in on AI & LLMs ... its’s getting real! In all seriousness, these are great frameworks to use as we start to define the issue and make better predictions. The authors offer six (6) different types of GenAI use cases."},{"issue":142,"date":"2023-07-14","title":"Databricks and Snowflake Face Off as AI Wave Approaches","url":"https://www.battery.com/blog/fire-vs-ice-databricks-and-snowflake-face-off/","domain":"battery.com","section":"articles","topics":["Data engineering","AI & LLMs"],"take":"“Data has gravity”. I attended the SnowFlake Summit in Vegas two weeks ago and the theme is that data is now so big we need to bring compute to the data rather than data to the compute. Thus, the gravity analogy. SnowFlake & DataBricks are battling for supremacy and both aim to be platforms on which data companies can thrive."},{"issue":142,"date":"2023-07-14","title":"Deep learning pioneer Andrew Ng says companies should get ‘data-centric’ to achieve A.I. success","url":"https://fortune-com.cdn.ampproject.org/c/s/fortune.com/2022/06/21/andrew-ng-data-centric-ai/amp/","author":"Jeremy Khan","pub":"Fortune","domain":"fortune-com.cdn.ampproject.org","section":"articles","topics":["AI & LLMs"]},{"issue":142,"date":"2023-07-14","title":"Connecting the dots on Snowflake’s Data Cloud ambitions","url":"https://siliconangle.com/2023/06/30/connecting-dots-snowflakes-data-cloud-ambitions/","domain":"siliconangle.com","section":"articles","topics":["Data engineering"]},{"issue":142,"date":"2023-07-14","title":"Elon Musk blames data scraping by AI startups for his new paywalls on reading tweets","url":"https://www.theverge.com/2023/7/1/23781198/twitter-daily-reading-limit-elon-musk-verified-paywall","author":"The Verge","domain":"theverge.com","section":"reading","topics":["AI & LLMs","Web scraping & web data"]},{"issue":142,"date":"2023-07-14","title":"interviews","url":"https://thedataexchange.media/the-rise-of-custom-foundation-models/","author":"Ben Lorica","pub":"the Data Exchange Podcast [","domain":"thedataexchange.media","section":"reading","topics":["AI & LLMs","Marketplaces & discovery"],"take":"This interview caught my eye as LLM & Chat-GPT is fascinating but it is still unclear to me how this will be commercialized and incorporated into our day-to-day lives. One risk is (in theory) all data entered into these AI models is out in the public domain. This is a big risk/fear. Thus Cerebras is helping build custom foundation models. The idea that models can be trained on internal data, walled off from the world, is a big deal. The other key takeaway from me is that data quality > data quantity. Owners of good, proprietary data will benefit."},{"issue":143,"date":"2023-07-21","title":"Data and Compute Are The Ultimate Flywheel","url":"https://every.to/p/data-in-the-age-of-ai","author":"Abraham Thomas","domain":"every.to","section":"articles","topics":["AI & LLMs"],"take":"I have learned a ton about the business of data from Thomas’s writings. This article is an add-on to his May 2023 article Data in the Age of AI. Bottom line, data is a critical competitive advantage. Data owners will benefit."},{"issue":143,"date":"2023-07-21","title":"Synthetic vs Real Data: Why do models perform worse when trained on synthetic data?","url":"https://alexandrabarr.beehiiv.com/p/synthetic-data","domain":"alexandrabarr.beehiiv.com","section":"articles","topics":["Synthetic data","People & careers"],"take":"Good overview of issues to consider when thinking about how to use synthetic data. Importantly, the author does a great job of explaining these issues in easy-to-understand language…a sure sign of strong understanding. Topics like over-representation, under-representation, and model collapse are reviewed."},{"issue":143,"date":"2023-07-21","title":"Breaking Barriers: How Generative AI Transforms Data Collection Landscape","url":"https://stories.idaciti.com/breaking-barriers-how-generative-ai-transforms-data-collection-landscape/","author":"idaciti stories","domain":"stories.idaciti.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"Perhaps related to both of the above articles is this article’s focus on data collection. We need data confidence and data “produced by humans”. Generative AI can, in theory, do a much better job of gathering & organizing data from millions of places. The key will be (somehow) creating an audit process to prove provenance through the data chain. Five years from now, current decision-making processes will look like guessing."},{"issue":143,"date":"2023-07-21","title":"AI agents - Data Buyers","url":"https://www.mattober.co/p/ai-agents-data-buyers","author":"Matt Ober","domain":"mattober.co","section":"articles","topics":["AI & LLMs"]},{"issue":143,"date":"2023-07-21","title":"Generative AI hype evolving into reality in data, analytics","url":"https://www.techtarget.com/searchbusinessanalytics/feature/Generative-AI-hype-evolving-into-reality-in-data-analytics","author":"Eric Avidon","domain":"techtarget.com","section":"articles","topics":["AI & LLMs","Analytics & data science"]},{"issue":143,"date":"2023-07-21","title":"Google’s New Search Tool Could Eat the Internet Alive","url":"https://www.msn.com/en-us/news/technology/google-s-new-search-tool-could-eat-the-internet-alive/ar-AA1dJk6S","author":"Justin Pot","pub":"The Atlantic","domain":"msn.com","section":"reading","topics":["AI & LLMs","Web scraping & web data"]},{"issue":143,"date":"2023-07-21","title":"AI Depends Massively on Web Scraping","url":"https://blog.databoutique.com/p/ai-depends-massively-on-web-scraping","author":"Andrea Squatrito","domain":"blog.databoutique.com","section":"reading","topics":["AI & LLMs","Web scraping & web data"]},{"issue":143,"date":"2023-07-21","title":"Scrape Or Buy? The Zalando Case Study","url":"https://blog.databoutique.com/p/scrape-or-buy-the-zalando-case-study","author":"Andrea Squatrito","domain":"blog.databoutique.com","section":"reading","topics":["Web scraping & web data"]},{"issue":143,"date":"2023-07-21","title":"What Alt Data Should Learn from Alt Rock","url":"https://thedatascore.substack.com/p/what-alt-data-should-learn-from-alt","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":143,"date":"2023-07-21","title":"Massachusetts weighs outright ban on selling user location data","url":"https://www.engadget.com/massachusetts-weighs-outright-ban-on-selling-user-location-data-191637974.html","author":"Will Shanklin","pub":"engadget","domain":"engadget.com","section":"reading","topics":["Geospatial & location"]},{"issue":143,"date":"2023-07-21","title":"interviews","url":"https://www.youtube.com/watch?app=desktop&v=xTUofvKbcmE&feature=youtu.be&ab_channel=CDOMagazine","author":"Deborah Lorenzen","pub":"State Street [","domain":"youtube.com","section":"reading","topics":["AI & LLMs","Data governance & quality"],"take":"I enjoy conversations with the people running data initiatives at massive companies. They have resources to evaluate many solutions and develop the processes that will eventually make terms like synthetic data, Ai, data quality … common across organizations (see the reverse mentoring at 12:30 mark of the interview). Some of the initial use cases of synthetic data include protecting privacy, filling out imbalanced datasets, or the creation of edge cases that might happen. Early keys to making this effort valuable to the organization include data quality frameworks/processes & adding the right people to the team! Lastly, the conversation about bias was interesting (~minute 07:00)."},{"issue":144,"date":"2023-07-28","title":"What is Alternative Data? Everything You Need to Know in 2023","url":"https://techreport.com/what-is-alternative-data/","author":"Kane Pepi","domain":"techreport.com","section":"articles","topics":["Alt data industry"],"take":"This is a solid overview of the entire alternative data space. Covering the “what is alt data” basics, customer types, specific use cases, pros/cons, decision point considerations, etc. … this article should be on the must read list for those new to the space and even those who have been around a while."},{"issue":144,"date":"2023-07-28","title":"How is AI Disrupting Data Governance?","url":"https://towardsdatascience.com/how-is-ai-disrupting-data-governance-4bd79950905c","author":"Louise de Leyritz","domain":"towardsdatascience.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"I’ve read lots about the impact AI will make on the data world. AI get a lot of attention & rightfully so. I like this article in particular because it takes a practical look at the changes happening now & those just on the horizon. Today it seems, at best, AI is supportive of existing procedures and is showing great potential to add significant value in the near future. For now, we still need a human-in-the-loop. Of most interest to me was the idea of a personal data assistant (similar to what Seek.ai is trying to solve). This tool basically allows non-data people to query structured data using natural language. This is here today. Perhaps the next step is to make this proactive … anticipate what questions you will want to ask."},{"issue":144,"date":"2023-07-28","title":"6 types of alternative credit data for better loan decisions","url":"https://plaid.com/resources/lending/alternative-credit-data/","author":"Tom Sullivan","domain":"plaid.com","section":"articles","topics":["Alt data industry"],"take":"This was a more detailed article than I’ve seen in the past about the topic of using alternative data to expand access to money. Bottom line, new lenders are taking alternative data sources into account when vetting loan applicants. Traditional FICO scores are just one input. Rental payment history, bill pay history, etc are considered. Experian estimates an additional 19M US adults could be properly evaluated with alternative data. Plaid is leading the way here. Big opportunity for those who can execute."},{"issue":144,"date":"2023-07-28","title":"How Lenders Are Driving Profitability Across The Loan Lifecycle with Alternative Data","url":"https://plaid.com/blog/lenders-driving-profitability-alternative-data/","author":"Bo Brustkern","pub":"Fintech Nexus","domain":"plaid.com","section":"articles","topics":["Alt data industry"]},{"issue":144,"date":"2023-07-28","title":"The Rapidly Decreasing Costs of AI and Why Databricks Bought Mosaic","url":"https://www.redpoint.com/start/written/the-rapidly-decreasing-costs-of-ai/","author":"Patrick Chase & Jacob Effron","domain":"redpoint.com","section":"reading","topics":["AI & LLMs","Data engineering"]},{"issue":144,"date":"2023-07-28","title":"How Snowflake builds product","url":"https://www.lennysnewsletter.com/p/how-snowflake-builds-product","author":"Lenny’s Newsletter","domain":"lennysnewsletter.com","section":"reading","topics":["Data engineering"]},{"issue":144,"date":"2023-07-28","title":"Alex Schwartz of First Party","url":"https://sigtech.com/insights/sigview-a-quants-perspective-with-alex-schwartz-firstparty/","author":"SigTech","domain":"sigtech.com","section":"reading","topics":["Alt data industry"]},{"issue":144,"date":"2023-07-28","title":"Masters in Business","url":"https://www.bloomberg.com/news/audio/2023-07-21/jawad-s-mian-on-global-investment-research-podcast","domain":"bloomberg.com","section":"reading","topics":["Macro & economic signals"]},{"issue":144,"date":"2023-07-28","title":"Mark Ainsworth, the former head of Data Science at Schroders","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-mark-ainsworth-episode","author":"Mark Fleming-Williams","domain":"shows.acast.com","section":"reading","topics":["Analytics & data science","Investing & hedge funds"],"take":"Echoing what I’ve noted in the past, it is good to hear the perspective of institutional investors actually putting data to work (both alternative & traditional). The conversation touches on productizing the data … first they understand what questions the business user is trying to answer (domain experience). The data team found the most success when they were most engaged with the investment teams and could discover what is worth doing before doing it. Validation before implementation. And it is better to find data that will add value across many teams, contributing tiles into the mosaic of decision making (easier to get budget too). Lastly, interesting end of podcast discussion about neurodiversity, specifically autism."},{"issue":144,"date":"2023-07-28","title":"Getting Unstuck In Your Data Career","url":"https://seattledataguy.substack.com/p/getting-unstuck-in-your-data-career","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"reading","topics":["People & careers"]},{"issue":145,"date":"2023-08-04","title":"Unlocking Alpha With Alternative Data","url":"https://www.institutionalinvestor.com/article/2bw307dz431tofhcblvy8/innovation/unlocking-alpha-with-alt-data","author":"Institutional Investor","domain":"institutionalinvestor.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"This article was sponsored by Capital Fund Mgmt (CFM). This is a bit of a “how to” article for the buyside. The good news is they focus on the important part, which is answering the question “does this data add value?”. It is also good to see long-term investors putting alternative data to use. It seems most assume alternative data is only used for day trading or calling quarters. In fact, the highest value use case is seeing new trends develop and monitor big picture happenings. It is all about how you engage with the data."},{"issue":145,"date":"2023-08-04","title":"How to become a data business","url":"https://www.thdpth.com/p/ab2e129a-6330-47b8-9c77-bda861b15185","domain":"thdpth.com","section":"articles","topics":["Data monetization"],"take":"My warning … the data business is hard. That said, those companies that do it well are really valuable (ie NFLX, AMZN, SPOT, ZI). And, as the saying goes, all businesses will eventually be data businesses."},{"issue":145,"date":"2023-08-04","title":"Consumption based pricing for data","url":"https://www.mattober.co/p/consumption-based-pricing-data","domain":"mattober.co","section":"articles","topics":["Data engineering"],"take":"This is the SnowFlake model and, in theory, buyers would like it as they would only pay for what they use. This still leaves open the different levels of value data provides to different types of buyers. The same data can be used by a HF to make billion-dollar decisions as a corporate buyer for whom the data is only “nice-to-have”. The key to pricing data is to capture that value difference. Very tough."},{"issue":145,"date":"2023-08-04","title":"5 steps to building the optimum data monetization strategy","url":"https://www.datacommercecloud.com/post/data-monetization-strategy","domain":"datacommercecloud.com","section":"articles","topics":["Data monetization","AI & LLMs"]},{"issue":145,"date":"2023-08-04","title":"Shifts Happen, Episode 06","url":"https://www.grant-williams.com/tag/shifts-happen/","domain":"grant-williams.com","section":"reading","topics":["Data monetization","Alt data industry"],"take":"Neudata is a great source for anyone in the alternative data space (buyers, sellers, technical people, etc). This webinar provides a great overview for data owners covering the benefits of data monetization. I have talked to many companies about monetizing data. Monetize externally or not, most companies would benefit from just getting their own internal data better organized. If decision is made to monetize externally, best to partner with a party with domain expertise to minimize risk, provide validation, and maximize revenue."},{"issue":146,"date":"2023-08-11","title":"How do you select data sources for AI?","url":"https://www.linkedin.com/advice/0/how-do-you-select-data-sources-ai-skills-artificial-intelligence","author":"LinkedIn","domain":"linkedin.com","section":"articles","topics":["AI & LLMs"],"take":"This was one of those new collaborate articles where community members can add to the discussion. I believe the owners of robust, first party, dataset will benefit from the growth in AI. Good data will be valued at a premium. If you can deliver clean, complete, consistent data to builders of AI models, you will be well-positioned."},{"issue":146,"date":"2023-08-11","title":"Data Optimization Tips From 7 Experienced Data Leaders","url":"https://www.montecarlodata.com/blog-data-optimization-tips/","author":"Michael Segner","pub":"Monte Carlo","domain":"montecarlodata.com","section":"articles","topics":["Data strategy & culture"],"take":"Here are the seven tips:"},{"issue":146,"date":"2023-08-11","title":"Why Every Business Should Become A Data Business","url":"https://www.thdpth.com/p/why-every-business-should-become","author":"Three Data Point Thursday","domain":"thdpth.com","section":"articles","topics":["Data monetization"],"take":"You need to use data more effectively in your business (whatever your business happens to be) … or risk a competitor doing it first. The flywheel: 1- make product better using data, 2- get more data as more customers use your product, 3- further improve product, 4- until you take over the market."},{"issue":146,"date":"2023-08-11","title":"Will We Ever Have Clean Data?","url":"https://benn.substack.com/p/will-we-ever-have-clean-data","domain":"benn.substack.com","section":"articles","topics":["Data governance & quality"]},{"issue":146,"date":"2023-08-11","title":"Fueled by better information: How investment management can fully embrace alternative data","url":"https://www2.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-predictions.html#fueled-by-better-info","domain":"www2.deloitte.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"]},{"issue":146,"date":"2023-08-11","title":"FAO, NSA join forces to strengthen agricultural sector through data initiatives","url":"https://english.news.cn/africa/20230720/c06f7c06a6e64edd87d5c68758cc3bd0/c.html","author":"Xinhua","domain":"english.news.cn","section":"reading","topics":["People & careers"]},{"issue":146,"date":"2023-08-11","title":"How do you evaluate the quality and accuracy of data after applying a data transformation tool?","url":"https://www.linkedin.com/advice/0/how-do-you-evaluate-quality-accuracy-data-after-applying","author":"LinkedIn collaboratively","domain":"linkedin.com","section":"reading","topics":["Data governance & quality"]},{"issue":146,"date":"2023-08-11","title":"How Voya Is Blending AI With Humans to Pick Stocks","url":"https://www.barrons.com/advisor/articles/voya-investment-management-ai-gareth-shepherd-96a87737","author":"Andrew Welsch","pub":"Barron’s","domain":"barrons.com","section":"reading","topics":["AI & LLMs"]},{"issue":146,"date":"2023-08-11","title":"Asking the Right Questions with Frank Farrall","url":"https://www.alation.com/podcast/","author":"Satyen Sangani","pub":"Data Radicals","domain":"alation.com","section":"reading","topics":["AI & LLMs","Alt data industry"],"take":"Frank Farrall (unfortunately, no relation to the purveyor of this Alt Data Weekly) leads data & AI Alliances at Deloitte. Frank is in a great seat to witness how these new technologies are impacting real companies. His role is educating clients about these new technologies. Importantly, these are not theoretical discussions … they are looking to implement new tools with clients in ways that make a real impact."},{"issue":146,"date":"2023-08-11","title":"data quality survey","url":"https://medium.com/@michaelrsegner/we-polled-200-data-pros-about-their-data-quality-stats-the-results-are-pretty-shocking-fa5dab7a1229","author":"2: Michael Segner","pub":"Monte Carlo","domain":"medium.com","section":"reading","topics":["Data governance & quality"]},{"issue":147,"date":"2023-08-18","title":"A 3-Part Series: Thriving Across the Worlds of Finance, Business, Data and Technology","url":"https://thedatascore.substack.com/p/a-3-part-series-thriving-across-the","author":"Jason Derise’s The Data Score","domain":"thedatascore.substack.com","section":"articles","topics":["People & careers"],"take":"The first of a three-part series. The three parts:"},{"issue":147,"date":"2023-08-18","title":"Your Vogue New Subsidiary: A Data Company","url":"https://www-forbes-com.cdn.ampproject.org/c/s/www.forbes.com/sites/douglaslaney/2023/08/01/the-vogue-new-subsidiary-a-data-company/amp/","author":"Doug Laney","domain":"www-forbes-com.cdn.ampproject.org","section":"articles","topics":["Data monetization"],"take":"Creating a separate “DataCo” to externally monetize internal company data is a huge value opportunity for many companies. These companies would possess three characteristics:"},{"issue":147,"date":"2023-08-18","title":"Is Everyone's Data Infrastructure A Mess?","url":"https://seattledataguy.substack.com/p/is-everyones-data-infrastructure","domain":"seattledataguy.substack.com","section":"articles","topics":["Data engineering"],"take":"Yes. The author goes into some detail on inaccurate data, multiple data sources, data source changes, data models, etc. Even the best systems have many points of potential failure. Overviews such as this one are great for real world examples of how people work with data (spoiler: most people a winging it & holding things together with the data equivalent of duct tape & rubber bands)."},{"issue":147,"date":"2023-08-18","title":"GAO calls for enhanced oversite of blockchain, alternative data","url":"https://www.jdsupra.com/legalnews/gao-calls-for-enhanced-oversite-of-8055829/","domain":"jdsupra.com","section":"articles","topics":["Alt data industry","Crypto & digital assets"]},{"issue":147,"date":"2023-08-18","title":"So You’ve Got Customer, Vendor and Employee Relationship Management But Not Data Relationship Management?","url":"https://www.cdomagazine.tech/cdo_magazine/topics/opinion/so-you-ve-got-customer-vendor-and-employee-relationship-management-but-not-data-relationship-management/article_9c9d27e8-36b7-11ee-a648-7399ea3d5cfa.html","domain":"cdomagazine.tech","section":"articles","topics":["Data strategy & culture"]},{"issue":147,"date":"2023-08-18","title":"Another talk","url":"https://www.youtube.com/watch?v=D1bGYV672lk&ab_channel=GoannaCapital","domain":"youtube.com","section":"reading","topics":["Data engineering"]},{"issue":147,"date":"2023-08-18","title":"He Raised $62.9M To Make The World’s Economic Data Transparent","url":"https://alejandrocremades.com/he-raised-62-9m-to-make-the-worlds-economic-data-transparent/","author":"One more","pub":"Alex … a podcast","domain":"alejandrocremades.com","section":"reading","topics":["Macro & economic signals"]},{"issue":148,"date":"2023-08-25","title":"Is Data Lending the New European Startup Financing Trend?","url":"https://www.entrepreneur.com/en-gb/money-finance/is-data-lending-the-new-european-startup-financing-trend/457277","author":"Ray Fernandez","pub":"Entrepreneur Magazine","domain":"entrepreneur.com","section":"articles","topics":["Data monetization","Deals & funding"],"take":"Data is a valuable asset. Companies are starting to find avenues to borrow against that asset. The value of data is only increasing, but placing a specific value on it is difficult. As a lender, it is one thing to get your arms around the meta-data (what is in this data?) and another thing to understand the value of the data & the value of that collateral if you are in a position where you come into possession of the asset."},{"issue":148,"date":"2023-08-25","title":"As DMPs Face Extinction, It’s Time for Marketers to Adapt to the New Advertising Landscape","url":"https://streetfightmag.com/2023/08/18/as-dmps-face-extinction-its-time-for-marketers-to-adapt-to-the-new-advertising-landscape/","author":"Peter Ibarra","domain":"streetfightmag.com","section":"articles","topics":["Alt data industry","Regulation, privacy & compliance"],"take":"This is from the perspective of the advertising market. Marketing is more science now than ever before. The author suggests advertisers build a foundation in first party data and then bolster that with alternative data sources. I am a believer that the future of advertising is in hyper-personalization and believe younger generations care far less about privacy than previous generations. This of course is not to say young people want to be doxxed or robbed, but they fully understand their information is out there & will be used for commercial purposes. In exchange they get free stuff (like access to social media platforms) & relevant advertisements. And I think young people are really savvy when it comes to seeing through the BS (discussion of this topic in this week’s highlighted podcast)."},{"issue":148,"date":"2023-08-25","title":"Unlocking the Power of Alternative Data","url":"https://formtek.com/blog/unlocking-the-power-of-alternative-data/","author":"Dick Weisinger","pub":"Formtek","domain":"formtek.com","section":"articles","topics":["Alt data industry"],"take":"Bottom line is unlocking value from alternative types of data is hard. Tools are getting better and this will broaden use cases and increase the number of people that can engage with new types of data. Even though it is difficult, you should start working with data now & get good, because among a group of competitors, those that figure it out first will have a huge advantage."},{"issue":148,"date":"2023-08-25","title":"A brief history of Snowflake","url":"https://www.bigeye.com/blog/a-brief-history-of-snowflake","domain":"bigeye.com","section":"articles","topics":["Data engineering","Analytics & data science"]},{"issue":148,"date":"2023-08-25","title":"The Important Differences Between Chief Data Officer And Chief AI Officer","url":"https://bernardmarr.com/the-important-differences-between-chief-data-officer-and-chief-ai-officer/","domain":"bernardmarr.com","section":"articles","topics":["AI & LLMs","Data strategy & culture"]},{"issue":148,"date":"2023-08-25","title":"interviewed","url":"https://www.artisan-advisors.com/podcasts-artisan-unfiltered/","domain":"artisan-advisors.com","section":"reading","topics":["Data strategy & culture"],"take":"This interview is with two veteran marketers. The discussion is around the hyper-competitive community banking space & how data can help you compete. Bottom line, consumers today expect more. Data is more important now than ever before as it helps you understanding all of your customers … both the tech savvy & the non-tech savvy."},{"issue":148,"date":"2023-08-25","title":"The Unsung Heroes Fueling the AI Revolution","url":"https://www.linkedin.com/pulse/unsung-heroes-fueling-ai-revolution-ben-zweig/","author":"Ben Zweig","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":149,"date":"2023-09-01","title":"NVIDIA Is Just The Beginning: AI And The Exponential Age","url":"https://vinvashishta.substack.com/p/nvidia-is-just-the-beginning-ai-and","author":"Vin Vashishta","domain":"vinvashishta.substack.com","section":"articles","topics":["AI & LLMs"],"take":"This article caught my eye because the author discusses how rapidly change is happening … and we are just getting started. What used to be 7-10 year technology cycles is now 2-4 year cycles (Bob Muglia expresses a similar sentiment in the podcast highlighted below)."},{"issue":149,"date":"2023-09-01","title":"Buy-side market data costs on the rise as asset managers tap fixed income, equities, and ETFs for the greatest spend","url":"https://www.thetradenews.com/buy-side-market-data-costs-on-the-rise-as-asset-managers-tap-fixed-income-equities-and-etfs-for-the-greatest-spend/","author":"Annabel Smith","pub":"The Trade","domain":"thetradenews.com","section":"articles","topics":["Investing & hedge funds","Market data & terminals"],"take":"Data is essential & getting more expensive. Market data is table stakes (i.e. you cannot effectively manage money without access to increasingly expensive basic market data)."},{"issue":149,"date":"2023-09-01","title":"Are Data Officers Ready for the Next Leap Forward in Quantum Computing and Data Science?","url":"https://www.cdomagazine.tech/cdo_magazine/topics/opinion/are-data-officers-ready-for-the-next-leap-forward-in-quantum-computing-and-data-science","author":"CDO magazine","domain":"cdomagazine.tech","section":"articles","topics":["Analytics & data science","Investing & hedge funds"],"take":"The answer is apparently “no”. We are still using tools from the 2nd and 3rd leaps as we enter the 4th leap. The good news is those tools are coming. Here is the plan to enable data scientists to embrace this situation:"},{"issue":149,"date":"2023-09-01","title":"What the hell is going on with data?","url":"https://databased.pedramnavid.com/p/what-the-hell-is-going-on-with-data","domain":"databased.pedramnavid.com","section":"articles","topics":["Data engineering"]},{"issue":149,"date":"2023-09-01","title":"Generative AI in Finance: Opportunities & Challenges","url":"https://gradientflow.substack.com/p/generative-ai-in-finance-opportunities","domain":"gradientflow.substack.com","section":"articles","topics":["AI & LLMs"]},{"issue":149,"date":"2023-09-01","title":"AI: 3 ways artificial intelligence is changing the future of work","url":"https://www.weforum.org/agenda/2023/08/ai-artificial-intelligence-changing-the-future-of-work-jobs","author":"Mark Rayner","pub":"World Economic Forum","domain":"weforum.org","section":"reading","topics":["AI & LLMs","Macro & economic signals"]},{"issue":149,"date":"2023-09-01","title":"Amazon’s Cloud Crisis: How AWS Will Lose The Future Of Computing","url":"https://www.semianalysis.com/p/amazons-cloud-crisis-how-aws-will","author":"SemiAnalysis","domain":"semianalysis.com","section":"reading"},{"issue":149,"date":"2023-09-01","title":"interviews","url":"https://www.datacamp.com/podcast/why-ai-will-change-everything-with-former-snowflake-ceo-bob-muglia","author":"Richie Cotton","pub":"DataFramed Podcast [","domain":"datacamp.com","section":"reading","topics":["AI & LLMs","Data engineering"],"take":"Really enjoyed this interview. Bob has a great perspective and I’m excited that he is excited about AI (and data). He has a unique ability to articulate where we are headed. We are going from having the ability to find any information … to having bots anticipate, find & deliver the right information to us at the right time."},{"issue":149,"date":"2023-09-01","title":"Market Data Spending Is on a Roll","url":"https://www.greenwich.com/market-structure-technology/market-data-spending-roll","author":"Coalition Greenwich","domain":"greenwich.com","section":"reading","topics":["Market data & terminals"]},{"issue":15,"date":"2021-02-05","title":"17-page study","url":"https://mondovisione.com/_assets/files/Refinitiv-WM-Report-V1.-2021.pdf","author":"Refinitiv","domain":"mondovisione.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"The Refinitiv report concludes there is \"strong interest\" in alternative data. It also said that \"the most innovative firms will introduce these non-traditional data sources, which give investors the edge by offering valuable additional context to help them make investment choices.\" For me, the key takeaway is alternative data will move beyond being a tool for the big boys. Investors of all sizes will want access. “Alterative data” will eventually be just “data” for investors of all stripes."},{"issue":15,"date":"2021-02-05","title":"Data As A Service Bible","url":"https://www.safegraph.com/blog/data-as-a-service-bible-everything-you-wanted-to-know-about-running-daas-companies","domain":"safegraph.com","section":"articles","topics":["Data monetization"],"take":"Safegraph CEO Auren Hoffman has been building and running data businesses for nearly 20 years. I came across this article after it was first published and make sure to review on occasion, always learning something new. This as an important read for anyone working in the business of data. Plenty of interesting takeaways:"},{"issue":15,"date":"2021-02-05","title":"In 2021, data will become crucial for SMEs.","url":"https://www.blog.b2beematch.com/post/importance-of-data-for-small-and-medium-businesses","author":"Sunaina Swaminathan, Head","pub":"Data Acquisition, M Science","domain":"blog.b2beematch.com","section":"articles","topics":["Alt data industry","Data monetization"],"take":"Sunaina is well known in alternative data circles. Her firm, M-Science, has been in the data business for 20 years. Good to see a serious player like M-Science moving down-market to target the Small Medium Enterprise (SME). This is a relatively new market that offers huge potential, but it is going to take some time."},{"issue":15,"date":"2021-02-05","title":"Alternative Data Wikipedia Page","url":"https://en.wikipedia.org/wiki/Alternative_data_(finance)","domain":"en.wikipedia.org","section":"articles","topics":["Alt data industry"]},{"issue":15,"date":"2021-02-05","title":"Phil Bangayan, Principal Data Scientist at Teradata","url":"https://podcasts.apple.com/us/podcast/data-transformers-podcast/id1538437609?i=1000506339088","domain":"podcasts.apple.com","section":"podcasts","topics":["Analytics & data science","Data monetization"],"take":"I like how they jump right into the discussion. The key issue for me is the discussion about the huge amount of time spent getting the data organized & ready to be analyzed (up to 80%). This is another area DAAS companies (like 90 West) add value the data is proven to be clean, complete and delivered in a transparent manner. Next key for me is the importance of telling stories with the data. This is a key skill when getting buy-in across organizations."},{"issue":15,"date":"2021-02-05","title":"Jeremy Baksht","url":"https://podcasts.apple.com/us/podcast/ai-in-action/id1442272943?i=1000484863783","author":"AI in Action","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry","AI & LLMs"],"take":"Ascential is a leader in using alt data for their corporate clients. Jeremy was brought in to target the institutional investor market. He spells out the growth opportunities across the space and gives his thoughts on how to best position your organization to take advantage of newly available data."},{"issue":150,"date":"2023-09-08","title":"In the Wake of Generative AI, Industry-Led Standards for Data Scraping Are a Must","url":"https://datainnovation.org/2023/09/in-the-wake-of-generative-ai-industry-led-standards-for-data-scraping-are-a-must/","domain":"datainnovation.org","section":"articles","topics":["AI & LLMs","Web scraping & web data"],"take":"AI systems are hungry for data. The biggest & best source of data is publicly available data on the internet. The article makes the point that non-government solutions are proving effective & given the rapid pace of change with the way AI models are being used, progress should be encouraged."},{"issue":150,"date":"2023-09-08","title":"How to measure economic output in an AI-assisted world","url":"https://www.fastcompany.com/90941145/how-to-measure-economic-output-in-an-ai-assisted-world","author":"WorldQuant’s Igor Tulchinsky","pub":"Fast Company","domain":"fastcompany.com","section":"articles","topics":["Macro & economic signals","AI & LLMs"],"take":"This sort of big picture thinking fascinates me. We should be able to monitor in near real-time the economy at large. The idea that GDP, or Job Numbers are published 30-60-90 days after the fact seems very old-fashioned. Similar to what CyberSyn is trying to build, all the world’s data should be made available real-time to help policy-makers and other decision-maker determine the best course of action. The fresher & more accurate the data, the better for everyone involved."},{"issue":150,"date":"2023-09-08","title":"How much for that DAG in the window?","url":"https://benn.substack.com/p/how-much-for-that-dag-in-the-window","domain":"benn.substack.com","section":"articles","topics":["Data monetization"],"take":"Interesting thought piece on pricing. Pricing in the world of data is really tough. No single strategy will make everyone happy and, as Benn notes, pricing done the way it has always been done because it has always been done that way … is likely not the best answer. Data carries different values to different users. Teasing out the difference is a real challenge."},{"issue":150,"date":"2023-09-08","title":"AI can revolutionize data by making it more accessible","url":"https://www.fastcompany.com/90944479/ai-can-revolutionize-data-by-making-it-more-accessible","author":"Bradley Wade Bishop","pub":"Fast Company","domain":"fastcompany.com","section":"articles","topics":["AI & LLMs","Data engineering"]},{"issue":150,"date":"2023-09-08","title":"interview Kirk McKeown of Carbon Arc","url":"https://podcasts.apple.com/gb/podcast/i-see-data-people/id1680419662","author":"Omri & Evan","pub":"the I See Data People podcast series [","domain":"podcasts.apple.com","section":"reading","topics":["ESG & climate","People & careers"],"take":"Kirk is a thought leader in the data space and worth following. Despite only being 22 minutes long, there is a lot to take from this interview. The first thing I’ll highlight is that to be effective, you need domain knowledge. Asking the right questions is the key & to do that you need to understand the business, not just the data. Ask better questions."},{"issue":150,"date":"2023-09-08","title":"Geoff Martha","url":"https://www.bebaroudeur.com/lionlegacy","domain":"bebaroudeur.com","section":"reading"},{"issue":150,"date":"2023-09-08","title":"Wholesale Data Market Study","url":"https://www.fca.org.uk/publication/market-studies/ms23-1-4.pdf","author":"FCA","domain":"fca.org.uk","section":"reading","topics":["Market data & terminals","Regulation, privacy & compliance"]},{"issue":151,"date":"2023-09-15","title":"Jonathan Chin Of Facteus On How To Use Data To Take Your Company To The Next Level","url":"https://medium.com/authority-magazine/jonathan-chin-of-facteus-on-how-to-use-data-to-take-your-company-to-the-next-level-dfdd0598d92d","author":"Ben Ari","domain":"medium.com","section":"articles","topics":["Data strategy & culture"],"take":"Really good read. There is a lot I could highlight, but will focus on the 5 ways a company can effectively leverage data to take it to the next level:"},{"issue":151,"date":"2023-09-15","title":"The legal issues presented by generative AI","url":"https://mitsloan.mit.edu/ideas-made-to-matter/legal-issues-presented-generative-ai","author":"MIT Sloan","domain":"mitsloan.mit.edu","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"We are very early in the use of AI. It is clear these models require a ton of data. Addressing questions about data ownership and lineage are hugely important. In line with the Center for Data Innovation article highlighted last week, industry leadership here is a must."},{"issue":151,"date":"2023-09-15","title":"Data: The Intangible Tangible","url":"https://medium.com/@wendytw_74645/data-the-intangible-tangible-51ce456f9098","author":"Wendy Turner-Williams","domain":"medium.com","section":"articles","topics":["Data strategy & culture"],"take":"Making raw data (intangible) into valuable insights (tangible). This is the goal. Wendy emphasizes the importance of, not just understanding the output, but the understanding the data journey (the source of data, the processing, potential biases, & how to use it efficiently)."},{"issue":151,"date":"2023-09-15","title":"AI Towns and Agent Based Modeling","url":"https://magis.substack.com/p/ai-towns-and-agent-based-modeling","domain":"magis.substack.com","section":"articles","topics":["AI & LLMs","Analytics & data science"]},{"issue":151,"date":"2023-09-15","title":"Why we are not (yet) doing generative AI","url":"https://seekinsights.com/generative-ai/","author":"Dave Hannibal","pub":"Seek","domain":"seekinsights.com","section":"reading","topics":["AI & LLMs"]},{"issue":151,"date":"2023-09-15","title":"How To Profitably Spend $100M on Data for Trading","url":"https://podcasts.apple.com/us/podcast/ep-5-how-to-profitably-spend-$100m-on-data-for-trading/id1674929284?i=1000613250848","author":"Michael Watson’s Hedgineer podcast","domain":"podcasts.apple.com","section":"reading","topics":["Investing & hedge funds","AI & LLMs"],"take":"This a great podcast series. The conversation covers a wide range of pertinent topics. Data rights, data ingestion, alt data, traditional data, AI uses cases, crypto, plus some 5-10 year predictions."},{"issue":152,"date":"2023-09-22","title":"Is Your Data Initiative Underperforming?","url":"https://www.arcesium.com/insights/blogs-and-articles/is-your-data-initiative-underperforming/","author":"James Cicalo & Vera Shulgina","pub":"Arcesium","domain":"arcesium.com","section":"articles","topics":["Data strategy & culture"],"take":"This is the first of a three-part series in which the authors examine data strategy challenges and considerations to evaluate. All the highlighted reasons for underperformance are common (lack of domain knowledge, etc). I assume most firms would answer “yes” to the question posed in the article’s title, in part because expectations are so high, but in part because this stuff is hard to do well."},{"issue":152,"date":"2023-09-22","title":"How To Evaluate Hot Data Trends","url":"https://www.thdpth.com/p/how-to-evaluate-hot-data-trends-a4b","author":"Sven Balnojan’s Three Data Point Thursday","domain":"thdpth.com","section":"articles","topics":["Data strategy & culture"],"take":"Data is growing exponentially (see chart in “charts” section below), we are all just trying to keep up & figure out how to best position ourselves to add value to the world. Evaluate these hot new data trends carefully. Start by figuring out how many people can be impacted and how big a lift the project will be, then try it out in reality."},{"issue":152,"date":"2023-09-22","title":"5 Reasons You Should Stop Web Scraping","url":"https://blog.databoutique.com/p/5-reasons-you-should-stop-web-scraping","author":"Andrea Squarito","domain":"blog.databoutique.com","section":"articles","topics":["Web scraping & web data","Regulation, privacy & compliance"],"take":"The classic question of build vs buy. While some may say that collecting data from the web is “easy” … it is very difficult to do well. Technical challenges, compliance issues, quality issues, talent acquisition & retention … all can be solved (call me…this is what VK does better than anyone)"},{"issue":152,"date":"2023-09-22","title":"How to Monetise, Manage, and Measure Data As An Asset","url":"https://interface.media/blog/magazines/interface-issue-43/","author":"Interface Magazine","domain":"interface.media","section":"articles","topics":["Data monetization"]},{"issue":152,"date":"2023-09-22","title":"3 business problems data analytics can help solve","url":"https://mitsloan.mit.edu/ideas-made-to-matter/3-business-problems-data-analytics-can-help-solve","author":"Sara Brown","pub":"MIT Sloan","domain":"mitsloan.mit.edu","section":"reading","topics":["Analytics & data science"]},{"issue":152,"date":"2023-09-22","title":"Financial Industry Urges SEC to Withdraw AI Proposal","url":"https://www.integrity-research.com/financial-industry-urges-sec-to-withdraw-ai-proposal/","author":"Michael Mayhew","pub":"Integrity Research","domain":"integrity-research.com","section":"reading","topics":["AI & LLMs","Regulation, privacy & compliance"]},{"issue":152,"date":"2023-09-22","title":"Cybersyn has much to teach us today","url":"https://progressive.international/wire/2023-09-13-cybersyn-has-much-to-teach-us-today/en","author":"Progressive International","domain":"progressive.international","section":"reading","topics":["Data strategy & culture"]},{"issue":152,"date":"2023-09-22","title":"A conversation with Renaissance Technologies CEO Peter Brown","url":"https://www.goldmansachs.com/intelligence/podcasts/episodes/09-11-2023-peter-brown.html","author":"Goldman Sachs","domain":"goldmansachs.com","section":"reading","topics":["Investing & hedge funds"],"take":"I enjoy conversations like this one that give historical perspective on investing, data, and business building. A few key takeaways. First, the importance of focus … they do one thing really well and do everything they can to keep their eye on the mothership."},{"issue":152,"date":"2023-09-22","title":"Ep 48: Bring your own data to LLMs (w/ Jerry Liu of LlamaIndex)","url":"https://roundup.getdbt.com/p/ep-48-bring-your-own-data-to-llms","author":"The Analytics Engineering Podcast","domain":"roundup.getdbt.com","section":"reading","topics":["AI & LLMs","Analytics & data science"]},{"issue":152,"date":"2023-09-22","title":"interviewed former Snowflake CEO Bob Muglia","url":"https://podcasts.apple.com/us/podcast/the-arc-of-data-innovation-w-bob-muglia-former/id1574755368?i=1000620921089","domain":"podcasts.apple.com","section":"reading","topics":["Data engineering","Analytics & data science"]},{"issue":153,"date":"2023-09-29","title":"Overcoming Barriers to Data Sharing","url":"https://www2.datainnovation.org/2023-data-sharing-barriers.pdf","author":"Gillian Diebold","pub":"the Center of Data Innovation","domain":"www2.datainnovation.org","section":"articles","topics":["Data monetization"],"take":"The world has changed in the past 10-15 years. The “datafication” of our society is happening and happening quickly. We are at the very early stages of putting this data to use (#dataforgood). There are of course technical challenges, but also legal issues, standards that need to be created, plus the social impact of simply more information being in the public sphere."},{"issue":153,"date":"2023-09-29","title":"The data dividend: Fueling generative AI","url":"https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/the-data-dividend-fueling-generative-ai","author":"A team","pub":"authors from McKinsey","domain":"mckinsey.com","section":"articles","topics":["AI & LLMs","Data strategy & culture"],"take":"There is a lot of noise in the data world. AI & LLMs have everyone excited, and rightfully so…if you’ve used the early tools, they are cool. But there has yet to a be that killer data app or data’s “iPhone moment” where it becomes obvious how value will be created. This article shares a great framework from which a CDO can begin to organize a data/AI strategy."},{"issue":153,"date":"2023-09-29","title":"7 Must-Have Features for Crafting Custom LLMs","url":"https://gradientflow.substack.com/p/7-must-have-features-for-crafting","author":"Gradient Flow","domain":"gradientflow.substack.com","section":"articles","topics":["AI & LLMs"],"take":"Taking this amazing Generative AI / LLM technology and applying it to the real world. That is the goal. This article reminds us that this isn’t about technical finesse, but rather aligning the tech with real-world applications."},{"issue":153,"date":"2023-09-29","title":"The Worst Outcome is a Mediocre Success","url":"https://pivotal.substack.com/p/the-worst-outcome-is-a-mediocre-success","author":"Abraham Thomas","domain":"pivotal.substack.com","section":"articles"},{"issue":153,"date":"2023-09-29","title":"Remarks of BCP Director Samuel Levine at 2023 Consumer Data Industry Association Law & Industry Conference","url":"https://www.ftc.gov/news-events/news/speeches/remarks-bcp-director-samuel-levine-2023-consumer-data-industry-association-law-industry-conference","author":"The FTC","domain":"ftc.gov","section":"reading","topics":["Transaction & consumer data","Events & community"]},{"issue":153,"date":"2023-09-29","title":"Why LinkUp is Doubling Down on Data Sharing","url":"https://www.bobsled.co/resources/why-linkup-is-doubling-down-on-data-sharing","author":"Steven Jacobs","pub":"Bobsled","domain":"bobsled.co","section":"reading","topics":["Alt data industry","Data monetization"]},{"issue":153,"date":"2023-09-29","title":"The Legal Landscape of Web Scraping","url":"https://www.quinnemanuel.com/the-firm/publications/the-legal-landscape-of-web-scraping","author":"Quinn Emmanuel","domain":"quinnemanuel.com","section":"reading","topics":["Web scraping & web data"]},{"issue":153,"date":"2023-09-29","title":"Juan Sequeda - The Power of Knowledge Graphs and LLMs on Structured Data in the Enterprise.","url":"https://podcasts.apple.com/us/podcast/juan-sequeda-the-power-of-knowledge-graphs-and/id1676305617?i=1000628012646","author":"The Joe Reis Show","domain":"podcasts.apple.com","section":"reading","topics":["AI & LLMs"],"take":"I am not sure how this is the first Joe Reis podcast I’ve highlighted. This is a great library of interviews. Honest. No BS. Not sale-sy."},{"issue":153,"date":"2023-09-29","title":"conversation with Walter Isaacson","url":"https://www.youtube.com/watch?v=aGOV5R7M1Js","domain":"youtube.com","section":"reading","topics":["Data strategy & culture"],"take":"The CDO should also prioritize initiatives that can provide the broadest benefits to the business, rather than simply support individual use cases. Get some early wins too!"},{"issue":154,"date":"2023-10-06","title":"Unlocking the Future of Business Decisions with Decision Intelligence","url":"https://www.linkedin.com/pulse/unlocking-future-business-decisions-decision-jonas-laeben/","author":"Jonas Laeben","domain":"linkedin.com","section":"articles","topics":["Analytics & data science"],"take":"This article discusses Decision Intelligence (VK calls it Decision Advantage). To give business users the intelligence they need, we need to close the gap between “just data” and actionable insights. This will be an iterative process where organizations will be aided by the abundance of new data companies & tools being created … but in the end, high quality data is needed as the base input to compete in this highly competitive Decision Intelligence world."},{"issue":154,"date":"2023-10-06","title":"How Generative AI is disrupting data practices","url":"https://www.kdnuggets.com/2023/09/reed-generative-ai-disrupting-data-practices","author":"Bill Hammond","domain":"kdnuggets.com","section":"articles","topics":["AI & LLMs"],"take":"I continue to believe value will flow towards the owners of good data. Generative AI is starting to be applied to real-world use cases. The models built will be trained using data & we are just scratching the surface of what this means."},{"issue":154,"date":"2023-10-06","title":"The Challenges You Will Face When Data Modeling","url":"https://seattledataguy.substack.com/p/the-challenges-you-will-face-when","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"articles","topics":["Data engineering"],"take":"This stuff is hard. Another article highlighting the importance of domain knowledge. You have to know the right questions to ask. There is now so much data that it is overwhelming to even understand what you’ve collected & how to best put that information to use. See Final Thoughts below about prompt engineering, which is a fancy way of saying that you need to ask good questions to get valuable answers."},{"issue":154,"date":"2023-10-06","title":"The Man Who Trapped Us in Databases","url":"https://www.nytimes.com/2023/09/22/magazine/hank-asher-data.html","author":"McKenzie Funk","pub":"the NYT","domain":"nytimes.com","section":"articles","topics":["Data monetization","Regulation, privacy & compliance"]},{"issue":154,"date":"2023-10-06","title":"The Jargonator T-800 Newsletter Entry","url":"https://thedatascore.substack.com/p/the-jargonator-t-800-newsletter-entry","author":"Jason Derise","domain":"thedatascore.substack.com","section":"reading","topics":["Alt data industry"]},{"issue":154,"date":"2023-10-06","title":"Trends in Data Management: From Source to BI and Generative AI","url":"https://podcasts.apple.com/us/podcast/trends-in-data-management-from-source-to-bi-and/id1487704458?i=1000629511241","author":"The Data Exchange Podcast","domain":"podcasts.apple.com","section":"reading","topics":["Data engineering","AI & LLMs"],"take":"This is a pretty technical conversation, but was of interest to me as they discussed the building of data products or data apps that work in the real-world. I think the next big thing is going to be the building of data products or data apps on top of structured data. The two discuss building those basic MVP-type products. We are getting there!"},{"issue":154,"date":"2023-10-06","title":"How to become a category pirate | Christopher Lochhead (author of Play Bigger, Niche Down, Category Pirates, more)","url":"https://www.lennyspodcast.com/how-to-become-a-category-pirate-christopher-lochhead-author-of-play-bigger-niche-down-category/","domain":"lennyspodcast.com","section":"reading"},{"issue":154,"date":"2023-10-06","title":"Building a Data Stack Aligned With Your Business Needs","url":"https://medium.com/castor-app/building-a-data-stack-aligned-with-your-business-needs-d7396229594a","author":"Louise de Leyritz","domain":"medium.com","section":"reading","topics":["Data engineering"]},{"issue":155,"date":"2023-10-13","title":"Good Data To Growth: An Introduction to the GDG Model","url":"https://databeats.community/p/good-data-to-growth-introduction#the-gdg-antithesis-data-to-frustration","author":"Data Beat’s Arpit Choudhary","domain":"databeats.community","section":"articles","topics":["Data strategy & culture"],"take":"What do savvy organizations need to turn data into growth? GDG = Good Data to Growth. See the below “charts” section for a copy of the GDG pyramid. It starts with data collection, layered with context & questions (domain knowledge helps here), then analysis & modeling … and finally activation and action. The data space is rapidly changing, frameworks like GDG can help us think more clearly about where things are headed."},{"issue":155,"date":"2023-10-13","title":"Unveiling the Value of Data: Insights from a CDO Roundtable","url":"https://www.nomad-data.com/blog/unveiling-the-value-of-data-insights-from-a-cdo-roundtable","author":"Nomad Data","domain":"nomad-data.com","section":"articles","topics":["Data strategy & culture"],"take":"Q: how does a CDO justify their role? A: generate demonstratable value. The Nomad team talked with a group of CDOs and came away with some great insights and conclusions."},{"issue":155,"date":"2023-10-13","title":"30 Years of Data Science: A Review From a Data Science Practitioner","url":"https://www.kdnuggets.com/30-years-of-data-science-a-review-from-a-data-science-practitioner","author":"Rosaria Silipo, Head","pub":"Data Science Evangelism at KNIME","domain":"kdnuggets.com","section":"articles","topics":["Analytics & data science","Data engineering"],"take":"I like these perspective pieces. They help develop strategic thinking as it helps to know where you’ve been to predict where you are going. For me the biggest takeaway is that the tools to work with data are getting better just as the amount of data is skyrocketing. “the biggest change in data science in the last years, in my opinion, has taken place in the underlying infrastructure.” Much of what we do today with data would not have been possible 5-10 years ago, but thanks to improvements in the data stack, a huge amount of value is being unlocked."},{"issue":155,"date":"2023-10-13","title":"Simplifying the ‘data product’","url":"https://www.finextra.com/blogposting/24980/simplifying-the-data-product","author":"David Tuppen","domain":"finextra.com","section":"articles","topics":["Data monetization"]},{"issue":155,"date":"2023-10-13","title":"interviews Ed Lavery of Placeer.ai","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-placerai-episode","author":"Mark Fleming-Williams [","domain":"shows.acast.com","section":"reading","topics":["AI & LLMs","Alt data industry"],"take":"Ed Lavery is a veteran of the alternative data space and recently moved from a role at SimilarWeb to Placer.ai. He brings a unique perspective. Of most interest to me were his thoughts on the accuracy of your data’s prediction NOT being the major selling point, but rather data that your is clean & easy to use … while at the same time providing the buyer the ability to answer any number of unique questions they might dream up (we are all prompt engineers). At the end of the day, you are selling a solution, not a feature."},{"issue":155,"date":"2023-10-13","title":"interviews Peter Thiel","url":"https://www.safegraph.com/podcasts/peter-thiel","author":"Auren Hoffman [","domain":"safegraph.com","section":"reading","topics":["Data monetization"]},{"issue":155,"date":"2023-10-13","title":"Good Data to Growth","url":"https://databeats.community/p/good-data-to-growth-introduction#the-gdg-antithesis-data-to-frustration","author":"2: DataBeats","domain":"databeats.community","section":"reading","topics":["Data strategy & culture"]},{"issue":156,"date":"2023-10-20","title":"The Six Moats of Data Businesses","url":"https://travismay.medium.com/the-six-moats-of-data-businesses-01a69638c8f8","author":"Travis May","domain":"travismay.medium.com","section":"articles","topics":["Data monetization","Analytics & data science"],"take":"Really like this thought piece … frameworks like this help drive decisions at data firms everywhere. We all want that deep & wide moat! See below in Charts sections for a nice visualization. I think we are going to see a lot more of 3, 5, & 6 below as more firms realize the value of the data they have in-house."},{"issue":156,"date":"2023-10-20","title":"6 Strategies to Reduce Churn in a Data Business","url":"https://www.bobsled.co/resources/6-tactics-to-reduce-churn-in-a-data-business","author":"Bobsled’s Steven Jacobs","domain":"bobsled.co","section":"articles","topics":["Data monetization"],"take":"Data is sold, not bought. This is a world of long sale cycles and challenging use cases. Churn sucks. This is a good thought piece on reducing that churn. Here are the six:"},{"issue":156,"date":"2023-10-20","title":"Raw to Refined: A Framework for Data Sourcing","url":"https://www.arcesium.com/insights/blogs-and-articles/framework-for-data-sourcing/","author":"James Cicalo & Vera Shulgina","pub":"Arcesium","domain":"arcesium.com","section":"articles","topics":["Data monetization"],"take":"Lots of frameworks being published these days. I believe this speaks to state of the industry (“trough of disillusionment” per the article). There is a lot of activity, but we have a long way to go. I think the value of data is becoming more widely understood but the value extraction is harder than expected (see article about the short tenure of CDOs). I like the Arcesium structure as they suggest starting with the end in mind, focus on your internal data first, and try to get some early wins. Then use that success to inform you about best use cases for external data."},{"issue":156,"date":"2023-10-20","title":"The Concept That Explains Everything About Marketplaces","url":"https://www.danhock.co/p/transaction-costs","author":"Dan Hock","domain":"danhock.co","section":"articles","topics":["Marketplaces & discovery","Transaction & consumer data"]},{"issue":156,"date":"2023-10-20","title":"Sam Bankman-Fried, professional ghost","url":"https://braff.co/advice/f/sam-bankman-fried-professional-ghost","author":"Adam Braff’s [Sam Bankman-Fried, professional g","domain":"braff.co","section":"reading","topics":["Crypto & digital assets"]},{"issue":156,"date":"2023-10-20","title":"Meta May Turn to Synthetic Data to Feed its AI Growth","url":"https://www.thedailyupside.com/technology/artificial-intelligence/meta-may-turn-to-synthetic-data-to-feed-its-ai-growth/","author":"Nat Rubio-Licht","pub":"The Daily Upside","domain":"thedailyupside.com","section":"reading","topics":["AI & LLMs","Synthetic data"]},{"issue":156,"date":"2023-10-20","title":"Mapping The Data Landscape","url":"https://www.decentralised.co/p/mapping-the-data-landscape","author":"Saurabh","domain":"decentralised.co","section":"reading","topics":["Data engineering"]},{"issue":156,"date":"2023-10-20","title":"The Atlantic’s Jenna Lemonias","url":"https://podcasters.spotify.com/pod/show/louise-de-leyritz/episodes/Building-a-Data-Culture-at-The-Atlantic---With-Jenna-Lemonias-e2a6r88/a-aaejv3n","author":"Louise de Leyritz","pub":"The Data Couch podcast","domain":"podcasters.spotify.com","section":"reading","topics":["Data strategy & culture"],"take":"This is a new podcast with a focus on making conversations about data more accessible. The Atlantic is a case study of taking a very traditional organization into the age of data. Building a data culture in a traditional organization. The importance of getting those early (easy?) wins to get the business execs on board and excited about how data can help them. Explain to the business team how to use the data (directional insights vs precise insights). Make it as easy & straightforward as you can because once you lose trust in data, it is tough to get it back."},{"issue":156,"date":"2023-10-20","title":"How to become a category pirate | Christopher Lochhead (author of Play Bigger, Niche Down, Category Pirates, more)","url":"https://www.lennyspodcast.com/how-to-become-a-category-pirate-christopher-lochhead-author-of-play-bigger-niche-down-category/","domain":"lennyspodcast.com","section":"reading"},{"issue":156,"date":"2023-10-20","title":"CDO Survival Guide","url":"https://www.harbrdata.com/resources/thought-leadership/cdo-survival-guide/","author":"Harbr","domain":"harbrdata.com","section":"reading","topics":["Data strategy & culture"]},{"issue":156,"date":"2023-10-20","title":"Six Moats of a Data Business","url":"https://travismay.medium.com/the-six-moats-of-data-businesses-01a69638c8f8","domain":"travismay.medium.com","section":"reading","topics":["Data monetization"]},{"issue":157,"date":"2023-10-27","title":"Data Monetisation - The Authoritative Guide","url":"https://www.neudata.co/blogs/data-monetisation-the-authoritative-guide","domain":"neudata.co","section":"articles","topics":["Marketplaces & discovery","Data monetization"],"take":"Data is becoming more valuable. Those with good data need to at a minimum evaluate the opportunity. Data will eventually be a balance sheet asset. Data monetization is not easy (whether UK or US spelling), but a worthy pursuit."},{"issue":157,"date":"2023-10-27","title":"The Hard Economics of Selling Web Data","url":"https://blog.databoutique.com/p/the-hard-economics-of-selling-web","author":"Andrea Squatrito","pub":"Data Boutique","domain":"blog.databoutique.com","section":"articles","topics":["Web scraping & web data","Macro & economic signals"],"take":"This is another in a line of great pieces found on Data Boutique’s blog. Thank you for publishing."},{"issue":157,"date":"2023-10-27","title":"Web-scraping and copyright law","url":"https://www.neudata.co/blogs/web-scraping-and-copyright-law","domain":"neudata.co","section":"articles","topics":["Web scraping & web data","Marketplaces & discovery"],"take":"Compliance is a huge issue with data monetization. Web-scraping poses unique challenges. My experience is that this is a well-understood practice with clear guidelines needed for compliance."},{"issue":157,"date":"2023-10-27","title":"Founders of New Private Equity Put Big Data Front and Center","url":"https://www.wsj.com/articles/founders-of-new-private-equity-put-big-data-front-and-center-66766dfc?st=3130b7141fkhdc8&reflink=article_email_share","author":"Rod James","pub":"the WSJ","domain":"wsj.com","section":"articles","topics":["Investing & hedge funds","Data strategy & culture"]},{"issue":157,"date":"2023-10-27","title":"Alternative Data Inspiration List","url":"https://drive.google.com/file/d/1PH9He-yor38KAKVrvnsTueFdHS79fpNT/view","author":"Sven Balnojan","pub":"Three Data Point Thursday","domain":"drive.google.com","section":"reading","topics":["Alt data industry","Web scraping & web data"]},{"issue":157,"date":"2023-10-27","title":"The Practical Alt Data Brief","url":"https://drive.google.com/file/d/1lXDtJPW7Hq1mxztQhtdX6Q9oiNEtD0wy/view?pli=1","author":"Sven Balnojan","pub":"Three Data Point Thursday","domain":"drive.google.com","section":"reading","topics":["Alt data industry"]},{"issue":157,"date":"2023-10-27","title":"interviews Alex Izydorczyk of CyberSyn","url":"https://www.snowflake.com/podcast/alex-izydorczyk/","author":"The Data Cloud Podcast [","domain":"snowflake.com","section":"reading","topics":["Data monetization","Marketplaces & discovery"],"take":"You have to keep an eye on CyberSyn if you are in the data space. CyberSyn buys & collects data. They then monetize that data via the SnowFlake marketplace."},{"issue":157,"date":"2023-10-27","title":"Three Data Point Thursday","url":"https://www.thdpth.com/","domain":"thdpth.com","section":"reading"},{"issue":158,"date":"2023-11-03","title":"From Insights to Decision Intelligence: Navigating the Modern BI Landscape","url":"https://sdtimes.com/data/from-insights-to-decision-intelligence-navigating-the-modern-bi-landscape/","author":"Casey Ciniello","pub":"SD Times","domain":"sdtimes.com","section":"articles","topics":["Analytics & data science"],"take":"The author captures the root of much of what is going on in the data space these days: “data is no longer scarce; instead, it has become an overwhelming flood that demands careful navigation”. Developing a holistic approach to staying on top of all that is happening is a challenge. Of course, the purpose of all of this is to help individuals & organization make better decisions. The author’s four elements of decision intelligence are listed below…I feel like most are still in “Data Collection & Analysis” stage."},{"issue":158,"date":"2023-11-03","title":"Is Your Organization Investing Enough in Responsible AI? ‘Probably Not,’ Says Our Data","url":"https://sloanreview.mit.edu/article/is-your-organization-investing-enough-in-responsible-ai-probably-not-says-our-data/","author":"David Kiron & Steven Mills","pub":"MIT Sloan’s Mgmt Review","domain":"sloanreview.mit.edu","section":"articles","topics":["AI & LLMs","Regulation, privacy & compliance"],"take":"AI is happening really fast. Regulatory bodies are not equipped to make decisions that in a timely enough fashion…effectively we are regulating yesterday’s news or trying to forecast tomorrow, which is tough to do."},{"issue":158,"date":"2023-11-03","title":"Working with AI: The Paths to Prompting","url":"https://www.oneusefulthing.org/p/working-with-ai-two-paths-to-prompting","author":"Ethan Mollick","domain":"oneusefulthing.org","section":"articles","topics":["AI & LLMs","Investing & hedge funds"],"take":"We will all be prompt engineers. The panel in which I am participating Monday is about New Sources of Alpha. In my opinion the new alpha will come from asking better questions of the data. AI plays a big role here as it makes it very easy to engage with data."},{"issue":158,"date":"2023-11-03","title":"How AI can transform the potential of investor events","url":"https://www.irmagazine.com/ai-tech/how-ai-can-transform-potential-investor-events","author":"Chris Israelski","pub":"IR Magazine","domain":"irmagazine.com","section":"articles","topics":["Investing & hedge funds","AI & LLMs"]},{"issue":158,"date":"2023-11-03","title":"Dancing your way through the pathless data career","url":"https://mehdio.substack.com/p/dancing-your-way-through-the-pathless","author":"Mehdio","domain":"mehdio.substack.com","section":"reading","topics":["People & careers"]},{"issue":158,"date":"2023-11-03","title":"Companies Need to Be ‘Adaptive’ and ‘Curious’ in 2024 as Regulations Loom","url":"https://www.pymnts.com/news/regulation/2023/companies-need-to-be-adaptive-and-curious-in-2024-as-regulations-loom/","author":"Pymnts","domain":"pymnts.com","section":"reading","topics":["Regulation, privacy & compliance"]},{"issue":158,"date":"2023-11-03","title":"Joe Biden's ambitious plan to regulate AI, explained","url":"https://www.understandingai.org/p/joe-bidens-ambitious-plan-to-regulate","author":"Timothy B. Lee","domain":"understandingai.org","section":"reading","topics":["AI & LLMs","Regulation, privacy & compliance"],"take":"This is a YouTube video of a presentation Brad gave at a recent conference. Most interesting to me was the real-world use cases for AI. For me, the reason AI is so interesting is that this is actually impacting my day-to-day world. I use ChatGPT (almost) daily to help with basic tasks. While not perfect, it helps with content creation, basic coding challenges, and basic things that used to take me hours … I can now get done in minutes. And we are still just at the beginning and it seems progress is accelerating."},{"issue":158,"date":"2023-11-03","title":"Introducing The Foundation Model Transparency Index","url":"https://hai.stanford.edu/news/introducing-foundation-model-transparency-index","domain":"hai.stanford.edu","section":"reading","topics":["AI & LLMs"]},{"issue":158,"date":"2023-11-03","title":"Information is Beautiful","url":"https://informationisbeautiful.net/","domain":"informationisbeautiful.net","section":"reading","topics":["Analytics & data science"]},{"issue":159,"date":"2023-11-10","title":"The Pivotal Role of Alternative Data in Hedge Fund Strategies","url":"https://www.linkedin.com/pulse/pivotal-role-alternative-data-hedge-fund-strategies-matthew-bernath-brese/","author":"Matthew Bernath","domain":"linkedin.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Matthew is a great voice in the data industry, worth following if are not already. He runs through a couple case studies & share the challenges and considerations institutional investors need to consider when working with this type of data. Bottom line, funds that have navigated the challenges & are using alternative data have an advantage over those that do not."},{"issue":159,"date":"2023-11-10","title":"3 Reasons Your Company Shouldn't Invest Into Data","url":"https://www.thdpth.com/p/3-reasons-your-company-shouldnt-invest","author":"Three Data Point Thursday","domain":"thdpth.com","section":"articles","topics":["Data strategy & culture"],"take":"Here are the three reasons (with my comments):"},{"issue":159,"date":"2023-11-10","title":"5 Perspectives on the State of Digitization in Venture Capital from Pietro Casella (EQT)","url":"https://www.datadrivenvc.io/p/5-perspectives-on-the-state-of-digitization","author":"Andre Retterath’s Data-Driven VC","domain":"datadrivenvc.io","section":"articles","topics":["Data strategy & culture"],"take":"These insights come from Pietro Casella of EQT. Of most interest to me were Pietro’s thoughts around boiling the ocean vs being focused. “My current approach is to start with less data but higher quality, focus on niche datasets targeting the thesis you are pursuing, and expand from there.”"},{"issue":159,"date":"2023-11-10","title":"Everything You Wanted to Know about LLMs, but Were Too Afraid to Ask","url":"https://www.alation.com/podcast/episodes/exploring-llms-matthew-lynley/","author":"Data Radicals","domain":"alation.com","section":"reading","topics":["AI & LLMs"],"take":"Bottom line is there is a lot of innovation happening right now. Thought this was a very good overview. Stresses the importance of domain knowledge (asking the right question of the data). Also the importance of getting the low-hanging fruit. Most problems are straightforward…important to not let “expertise be overapplied” … I took this to mean that we should not overthink things and just find some easy wins with the data."},{"issue":159,"date":"2023-11-10","title":"Step Inside the Data Drama: Unveiling NinjaCat's 'Big Data Day' Musical","url":"https://www.ninjacat.io/blog/big-data-day-musical","domain":"ninjacat.io","section":"reading","topics":["Data strategy & culture"]},{"issue":16,"date":"2021-02-12","title":"Harnessing the Power of External Data.","url":"https://www.mckinsey.com/business-functions/mckinsey-digital/our-insights/harnessing-the-power-of-external-data?_lrsc=b4cffe3b-028a-4568-81c4-1285feb50ff0&cid=other-soc-lke","author":"McKinsey","domain":"mckinsey.com","section":"articles","topics":["Data monetization","Alt data industry"],"take":"This is an excellent overview of the alternative data market (also referred to as “external data”). The authors focus on the investment market as investors have been early adopters. Many items worth highlighting, but I’ll focus on the newly formed role of “data scout” at many of these early adopting firms. This role is designed to create & execute a data strategy with the responsibility of knowing the data landscape and matching the needs of the firm with the sources of data."},{"issue":16,"date":"2021-02-12","title":"Part 1","url":"https://www.imperial.ac.uk/business-school/blogs/alumni/alumni-blog-part-1-2-what-alternative-data-why-it-important-and-what-implementation/","author":"Imperial College Business School","domain":"imperial.ac.uk","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"The author does a nice job simplifying the issues at hand. We are again seeing investment firms as early adopters. However, it is only a matter of time before it will become a common component for success & competitive edge in other industries. There is still a long way to go as, according to the article, only 10% of large institutional asset managers claim that their organization has a clearly defined alt data strategy and less than 15% believe that their organizations are well equipped to handle multiple forms of alt data. I was surprised at these low numbers. Part 2 runs through the landscape of current industry players. It is still to-be-determined where the value creation will be between the data owner & ultimate end user of the data."},{"issue":16,"date":"2021-02-12","title":"How Alternative Data is Helping Investors Make Smarter Deals.","url":"https://www.datasciencecentral.com/profiles/blogs/how-alternative-data-is-helping-investors-make-smarter-deals","author":"Data Science Central","domain":"datasciencecentral.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"The article highlights private equity activities increasingly relying on alternative data, already seeing a growth of 21% this year (however, it is unclear what metric they are measuring the 21% growth). PE firms are getting more comfortable using non-traditional sources of data for deal origination, due-diligence, and ongoing performance tracking. Firms that utilize disparate sources of data in their investment processes have an advantage over peers. The outperformance gap is widening."},{"issue":16,"date":"2021-02-12","title":"Claudia Perlich of Two Sigma.","url":"https://podcasts.apple.com/us/podcast/superdatascience/id1163599059?i=1000505990442","author":"Super Data Science Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Investing & hedge funds","Analytics & data science"],"take":"Two Sigma is the among the premier quantitative hedge funds in the world. It is very interesting to hear about Claudia’s day-to-day & her role at Two Sigma. This type of long-form conversation is helpful to get beyond sound-bytes and dig into how these large firms operate on a day-today basis. Most interesting to me was the multi-disciplinary hiring practices Two Sigma implements, seeking not just strong data scientists, but well-rounded people offering different points-of-view."},{"issue":16,"date":"2021-02-12","title":"interviews established data industry leaders Donald Farmer, Wayne Eckerson, and Tom Davenport","url":"https://podcasts.apple.com/us/podcast/the-data-chief/id1509495585","domain":"podcasts.apple.com","section":"podcasts","topics":["Marketplaces & discovery","Data strategy & culture"],"take":"This podcast is three separate interviews. Really good conversations about the future of data. In particular, I thought Wayne Eckerson’s commentary on the data exchanges was interesting. Many data exchanges have started in the past few years. It is yet to be determined who the winners will be, but it an area I am watching closely as it will be a huge help to data vendors like 90 West."},{"issue":16,"date":"2021-02-12","title":"List of publications from interviewee Tom Davenport","url":"https://www.tomdavenport.com/published-articles/","author":"[List","pub":"publications from","domain":"tomdavenport.com","section":"podcasts"},{"issue":160,"date":"2023-11-17","title":"Measure Once, Cut Twice! Part 2 Of How To Turn 6 Days Into $20M Profit","url":"https://www.linkedin.com/pulse/measure-once-cut-twice-part-2-how-turn-6-days-20m-profit-rich-brown-fmjwe/","author":"Rich Brown","domain":"linkedin.com","section":"articles","topics":["Analytics & data science"],"take":"Second of a multi-part series from Rich Brown discussing how to better manage data sourcing, procurement, and vendor management. Bottom line is you need to set up baseline metrics by which you can measure success, understanding there will be trade-offs to be made. Once established, Rich offer some suggestions for implementation."},{"issue":160,"date":"2023-11-17","title":"Data Product Teams As An Organizational Change Summary","url":"https://www.thdpth.com/i/138721942/data-product-teams-as-an-organizational-change-summary","author":"Three Data Point Thursday","domain":"thdpth.com","section":"articles","topics":["Data monetization"],"take":"“Are we really creating value?”. Domain expertise back in the limelight. Data is great, but data owners need to answer the “are you creating value?” question. Need to balance effectiveness & efficiency … but above all communicate effectively with the end customer (both internal customer & external customer)."},{"issue":160,"date":"2023-11-17","title":"OpenAI's vision: a chatbot in every app","url":"https://www.understandingai.org/p/openais-vision-a-chatbot-in-every","author":"Timothy B Lee","domain":"understandingai.org","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"Trying to read as much as I can on the development of AI and ChatGPT. I find ChatGPT very useful in my day-to-day. I am starting to see how it can be an interface on top of data products (think: any app you use). This can really broaden the market by making things easier to use, or I should say even easier than they already are. Still a long way to go, but interesting to watch the progress. “A lot of people thought they wanted their apps to be inside ChatGPT but what they really wanted was ChatGPT in their apps”."},{"issue":160,"date":"2023-11-17","title":"On the verge of transformation: The state of investment & wealth management in 2023-24","url":"https://franklintempletonprod.widen.net/content/zneq06rw33/pdf/industrysurveyfullpaper-0923-a.pdf","domain":"franklintempletonprod.widen.net","section":"articles","topics":["Investing & hedge funds"]},{"issue":160,"date":"2023-11-17","title":"The Third Phase of the G20 Data Gaps Initiative (DGI-3) Starts to Deliver Insights for Action","url":"https://www.imf.org/en/News/Articles/2023/11/08/pr23385-the-third-phase-of-the-g20-data-gaps-initiative-dgi-3-starts-deliver-insights-action","domain":"imf.org","section":"articles","topics":["ESG & climate","Analytics & data science"]},{"issue":160,"date":"2023-11-17","title":"Project Execution Skills Build Your Reputation for Delivering Value","url":"https://locallyoptimistic.com/post/project-execution-skills-build-your-reputation-for-delivering-value/","author":"Caitlin Moorman","domain":"locallyoptimistic.com","section":"reading","topics":["People & careers"]},{"issue":160,"date":"2023-11-17","title":"Torsten Grabs","url":"https://www.snowflake.com/podcast/torsten-grabs/","author":"Steve Hamm","pub":"The Data Cloud Podcast","domain":"snowflake.com","section":"reading","topics":["Data engineering"],"take":"Torsten Grabs is the Senior Director of Product Management at SnowFlake. The conversation starts with the acknowledgement that is is a disruptive moment for tech industry due to:"},{"issue":160,"date":"2023-11-17","title":"Great Prosperity Through Marketing Research","url":"https://www.worldradiohistory.com/Archive-Ratings-Documents/Greater-Prosperity-Through-Marketing-Research-A-C-Nielsen-64.pdf","domain":"worldradiohistory.com","section":"reading","topics":["Alt data industry"]},{"issue":161,"date":"2023-11-24","title":"Quant in flux – QuantMinds eMagazine 2023","url":"https://informaconnect.com/quant-in-flux-quantminds-emagazine-2023/","author":"QuantMinds","domain":"informaconnect.com","section":"articles","topics":["Investing & hedge funds","AI & LLMs"],"take":"This article might take a few steps to access, but interesting & worth it. The discussion of new trends in the quant industry, including ML & GenAI, Sentiment analysis, LLMs, Liquidity risk. The general theme is the challenge of incorporating these new technologies into the day-to-day decision-making process."},{"issue":161,"date":"2023-11-24","title":"Questions First, Data Second","url":"https://thedatascore.substack.com/p/questions-first-data-second","author":"Jason Derise’s The Data Score","domain":"thedatascore.substack.com","section":"articles","topics":["Analytics & data science"],"take":"Ask better questions. Domain expertise is extremely important. Once you have the right question, you can then move on to the data. I love the reference to the Bayesian approach in terms we can understand."},{"issue":161,"date":"2023-11-24","title":"How Discretionary Managers Combine Alternative Datasets to Discover Deeper Insights","url":"https://8633403.fs1.hubspotusercontent-na1.net/hubfs/8633403/Exbael%20White%20Paper%20-%20Combining%20Alt%20Datasets.pdf","author":"Exabel","domain":"8633403.fs1.hubspotusercontent-na1.net","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Combining datasets is the next step in the evolution of using data to improve decision-making. This is hard to do. Tools are improving. Once more accessible, the combinations become endless and the importance of asking the right questions (“prompt engineering”) & understanding which datasets, when combined, create the most robust corpus of information for your use case, will become extremely valuable."},{"issue":161,"date":"2023-11-24","title":"Causal Artificial Intelligence, potential AI pitfalls, getting executive buy-in","url":"https://podcasts.apple.com/lv/podcast/causal-artificial-intelligence-potential-ai-pitfalls/id1630854381?i=1000635150890","author":"Striim’s What’s New in Data Podcast","domain":"podcasts.apple.com","section":"reading","topics":["AI & LLMs"],"take":"John is co-author of \"Causal Artificial Intelligence: The Next Step in Effective Business AI\". He discusses “understanding why” as the driving force behind the book; he also touches on his writing process."},{"issue":161,"date":"2023-11-24","title":"Entity Resolution with Placekey","url":"https://mapscaping.com/podcast/entity-resolution-with-placekey/","author":"Mapscaping podcast","domain":"mapscaping.com","section":"reading","topics":["Geospatial & location","Data governance & quality"]},{"issue":161,"date":"2023-11-24","title":"Alice’s Restaurant","url":"https://www.poughkeepsiejournal.com/story/news/2021/11/23/arlo-guthries-alices-restaurant-song-thanksgiving-tradition/8625163002/","domain":"poughkeepsiejournal.com","section":"reading"},{"issue":162,"date":"2023-12-01","title":"The Government Needs Fast Data: Why is the Federal Reserve Making World-altering Decisions on Stale Data?.","url":"https://insidebigdata.com/2023/11/03/the-government-needs-fast-data-why-is-the-federal-reserve-making-world-altering-decisions-on-stale-data/","author":"Alex Izydorczyk","pub":"InsideBigData","domain":"insidebigdata.com","section":"articles","topics":["Macro & economic signals","Alt data industry"],"take":"Hugely important and impactful decisions are being made with data that is out of date. The data made available to policy-makers should be the most timely available, and this goes far beyond the traditional survey data currently used."},{"issue":162,"date":"2023-12-01","title":"Data Intelligence Platforms","url":"https://www.databricks.com/blog/what-is-a-data-intelligence-platform","author":"A group","pub":"authors","domain":"databricks.com","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"The authors share their viewpoint on how AI will fundamentally change data platforms and how data will change enterprise AI. These data platforms are becoming much more powerful. In layman’s terms, the data platform will be the centralized hub for all an organization’s data assets, both internal & external. Once in the structure, anyone will be able to ask questions of the data and get a trusted answer. It seems we are a long way from there, but like a lot of tech, this use case will happen suddenly and then we’ll all wonder how we ever did without."},{"issue":162,"date":"2023-12-01","title":"How to do Alt Data Research","url":"https://magis.substack.com/p/how-to-do-alt-data-research","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"articles","topics":["Alt data industry","Data engineering"],"take":"Lots of good nuggets of information in this article. One that resonated with me was Alex’s commentary about salespeople (that includes me!). My take is that it is essential for data salespeople to be “in the weeds” with the data. I have found it useful to share interesting SQL queries or see if I can replicate the output about which my clients are asking. The better answers you can provide increases confidence in the engagement and gives you (as the salesperson) more information for the next sales cycle. You’ll be ready to impress as often data buyers will approach the same data the same way and have similar, if not the same, questions."},{"issue":162,"date":"2023-12-01","title":"Advanced AI Literacy: Getting Business Leaders To Think In Terms Of Cause And Effect","url":"https://vinvashishta.substack.com/p/advanced-ai-literacy-getting-business","domain":"vinvashishta.substack.com","section":"articles","topics":["AI & LLMs"]},{"issue":162,"date":"2023-12-01","title":"interviews Jeff Lawson, CEO of Twilio","url":"https://www.safegraph.com/podcasts/jeff-lawson","author":"Auren Hoffman’s World","pub":"DAAS [","domain":"safegraph.com","section":"reading","topics":["Data monetization"],"take":"I generally enjoy Auren’s World of DAAS podcast series, learning something new with each episode. In this Jeff Lawson episode, of most interest to me was Jeff’s thoughts on the three developer business models that scale."},{"issue":162,"date":"2023-12-01","title":"Automate And Optimize Data Engineering To Accelerate Time To Value With External Data Sets.","url":"https://info.cruxdata.com/hubfs/Forrester-External-Data-Research-2023.pdf","author":"Forrester","domain":"info.cruxdata.com","section":"reading","topics":["Data monetization","Data engineering"]},{"issue":163,"date":"2023-12-08","title":"The Quagmire of Backtesting Alternative Data","url":"https://dataobservatory.substack.com/p/the-quagmire-of-backtesting-alternative","author":"Jonathan Chin","domain":"dataobservatory.substack.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Jonathan highlights a bottleneck in the data evaluation process. From the data vendor perspective, back-testing is opaque, unique to each prospective customer, and an overall inefficient process."},{"issue":163,"date":"2023-12-08","title":"Generic data marketplaces are broken","url":"https://blog.databoutique.com/p/generic-data-marketplaces-are-broken","author":"Andrea Squatrito","domain":"blog.databoutique.com","section":"articles","topics":["Marketplaces & discovery","People & careers"],"take":"Loyal readers of ADW will know I’ve been critical of data marketplaces. Andrea does a good job identifying issues with current marketplaces. There is a lack of trust, interests are not aligned, pricing is not transparent. I continue to like the saying “data is sold, not bought” (quote attributed to Dan Entrup as far as I can tell) … we are a long way from a fully functioning broad data marketplace."},{"issue":163,"date":"2023-12-08","title":"Data Quality Score: The next chapter of data quality at Airbnb","url":"https://medium.com/airbnb-engineering/data-quality-score-the-next-chapter-of-data-quality-at-airbnb-851dccda19c3","author":"Clark Wright","domain":"medium.com","section":"articles","topics":["Data governance & quality"],"take":"Data quality is an important issue. I like the idea that Airbnb wanted to take the idea of quality beyond simply “certified” vs “uncertified”. They assign a simply understood 0-100 DQ score allowing everyone to understand the relative level of quality they are dealing with when engaging with the data, but they then went a step further to define quality differently depending on the use case (reliability vs accuracy vs usability). After reading this, I have a greater appreciation for how challenging this problem can be."},{"issue":163,"date":"2023-12-08","title":"More Data Is Public. Why That Matters to Governments and Corporations","url":"https://www.realclearpolicy.com/articles/2023/12/01/more_data_is_public_why_that_matters_to_governments_and_corporations_996161.html","author":"VK’s Brian O’Keefe","domain":"realclearpolicy.com","section":"articles","topics":["Alt data industry","Web scraping & web data"]},{"issue":163,"date":"2023-12-08","title":"November 2023 speech","url":"https://www.bis.org/review/r231121c.htm","domain":"bis.org","section":"articles","topics":["Alt data industry","Analytics & data science"]},{"issue":163,"date":"2023-12-08","title":"Displaced by Big Data: Evidence from Active Fund Managers","url":"https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4527672","author":"Maxime Bonelli & Thierry Foucalt","domain":"papers.ssrn.com","section":"reading","topics":["Data strategy & culture"]},{"issue":163,"date":"2023-12-08","title":"Automating Analytics with Generative AI w/ Sarah Nagy","url":"https://www.youtube.com/watch?v=SKvlfOzLpJA","author":"Ternary Data(Joe Reis & Matt Housley)","domain":"youtube.com","section":"reading","topics":["AI & LLMs","Analytics & data science"],"take":"Sarah Nagy is co-founder of Seek.ai, a company focused on automating analytics with generative AI. Of most interest to me was her commentary around the challenge of working with structure data. Getting the correct answer is really important and really hard. 99.9% accuracy is not good enough when the decision is high leverage (ie you’ll lose your job if you are wrong). Bottom line, You’ve got to have a human-in-the-loop."},{"issue":163,"date":"2023-12-08","title":"How Hedge Funds Use Alternative Data","url":"https://explodingtopics.com/blog/hedge-funds-alternative-data","author":"Josh Howarth","pub":"Exploding Topics","domain":"explodingtopics.com","section":"reading","topics":["Alt data industry","Investing & hedge funds"]},{"issue":164,"date":"2023-12-15","title":"Vertical AI","url":"https://greylock.com/greymatter/vertical-ai/","author":"Christine Kim","pub":"Greylock","domain":"greylock.com","section":"articles","topics":["AI & LLMs","People & careers"],"take":"I really enjoyed this thoughtful article. AI is providing us with a huge opportunity (investment, societal, productivity), I have struggled to articulate the opportunity and think this article does as good a job as any. The role data will play is central to ay AI related business. The first businesses that will be created are going to narrowly focus on disrupting a very specific market where AI powered products will allow 10x efficiency (ie basic legal work, basic analyzing of financial reports, etc … will all become much more efficient). “Good” data sits at the core of many of these new business models."},{"issue":164,"date":"2023-12-15","title":"AI Loses Its Mind After Being Trained on AI-Generated Data","url":"https://futurism.com/ai-trained-ai-generated-data","author":"Maggie Harrison","domain":"futurism.com","section":"articles","topics":["AI & LLMs"],"take":"This article refers to a Rice University report, cited here. This article relates to our theme of the week about “good” data being essential as an AI input. AI created data is not considered “good data”. Only the originally created data (otherwise the models “go MAD” … Model Autophagy Disorder)…the summary of the reports conclusion is that “either the quality (precision) or the diversity (recall) of the generative models decreases over generations”. There is a compounding feature of this as well,"},{"issue":164,"date":"2023-12-15","title":"An Opinionated Guide to Which AI to Use: ChatGPT Anniversary Edition, A simple answer, and then a less simple one.","url":"https://www.oneusefulthing.org/p/an-opinionated-guide-to-which-ai","domain":"oneusefulthing.org","section":"articles","topics":["AI & LLMs"],"take":"If, even after reading all the doomsday ‘run out of data’ articles above, if you still want to use AI, Ethan offers us some suggestions. The easy answer is to use Bing (yes, that Bing). The less simple answer is, well, less simple & I’d suggest reading the article. But my not so helpful summary answer is it depends on your use case & the amount of time/effort you want to put into it. In any case, the models you are using today will be the worst you will ever use as whatever comes out tomorrow will be much better."},{"issue":164,"date":"2023-12-15","title":"Will we run out of data? An analysis of the limits of scaling datasets in Machine Learning","url":"https://arxiv.org/pdf/2211.04325.pdf","domain":"arxiv.org","section":"articles","topics":["AI & LLMs"]},{"issue":164,"date":"2023-12-15","title":"Deconstructing Data Podcast","url":"https://www.bdex.com/deconstructing-data-podcast/","author":"Deconstructing Data Podcast","domain":"bdex.com","section":"reading","topics":["Web scraping & web data"],"take":"This was an interesting conversation about the power of publicly available web data as it is used for marketing, Yanay sees this as particularly valuable when combined with internal data."},{"issue":164,"date":"2023-12-15","title":"Special Report – Backdoor Play on AI","url":"https://herbgreenberg.substack.com/p/special-report-backdoor-play-on-ai","domain":"herbgreenberg.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":164,"date":"2023-12-15","title":"Ken Zockoll","url":"https://www.linkedin.com/search/results/content/?fromMember=%5B%22ACoAAAI-Q08BzFRwXVLDOvgtgnMVbAb-dJCL6KM%22%5D&heroEntityKey=urn%3Ali%3Afsd_profile%3AACoAAAI-Q08BzFRwXVLDOvgtgnMVbAb-dJCL6KM&keywords=ken%20zockoll&position=0&searchId=74105093-035a-4bfe-82ac-ad8718224f08&sid=gR(&update=urn%3Ali%3Afs_updateV2%3A(urn%3Ali%3Aactivity%3A7138905452687323137%2CBLENDED_SEARCH_FEED%2CEMPTY%2CDEFAULT%2Cfalse)","domain":"linkedin.com","section":"reading","topics":["Data engineering"]},{"issue":165,"date":"2023-12-22","title":"5 Forces That Will Drive the Adoption of GenAI","url":"https://hbr.org/2023/12/5-forces-that-will-drive-the-adoption-of-genai","author":"HBR","domain":"hbr.org","section":"articles","topics":["AI & LLMs"],"take":"Progress with AI is advancing rapidly. Companies are rapidly moving from talk to action. One of the biggest problems to solve is protecting internal data. Companies are rightfully concerned that their internal data will be made public, but the majority (78%) of execs continue to think the benefits of AI outweigh the risks. The hype is slowing as firms start to recognize what is feasible and what is unrealistic…bottom line, customers want the benefits of AI."},{"issue":165,"date":"2023-12-22","title":"The best of QuantMinds 2023: 10 Things Every Quant Needs in The New Year","url":"https://informaconnect.com/the-best-of-quantminds-2023/","author":"Informa","domain":"informaconnect.com","section":"articles","topics":["Investing & hedge funds","AI & LLMs"],"take":"Of course, I was hoping that #1 was going to be a reliable source of web data, but alas, that did not make the list. I do not want to simply share a list since QuantMinds puts this document behind a sign-up. Of most interest to me was #8, LLM & GenAI Applications with Quant Finance. I say that because I am now seeing quant funds more activity interested in alternative data, an area historically reserved for “quant-a-mental” or pure fundamental analysts. This is due to higher quality, more robust, ticker mapped, more frequent “alternative” data being made available."},{"issue":165,"date":"2023-12-22","title":"Gemini: A Family of Highly Capable Multimodal Models","url":"https://storage.googleapis.com/deepmind-media/gemini/gemini_1_report.pdf","author":"Google’s Gemini Team","domain":"storage.googleapis.com","section":"articles","topics":["Data governance & quality"]},{"issue":165,"date":"2023-12-22","title":"Better Decisions, Faster: How AI Will Change Industrial Real Estate.","url":"https://www.linkedin.com/pulse/better-decisions-faster-how-ai-change-industrial-real-matthew-rand-hsqqe/","author":"Matthew Rand","domain":"linkedin.com","section":"reading","topics":["AI & LLMs"]},{"issue":165,"date":"2023-12-22","title":"A Quants Winter’s Tale","url":"https://www.ft.com/content/e0f98278-432e-4ece-b170-2c40e40d2835","author":"FT’s Robin Wigglesworth","domain":"ft.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":165,"date":"2023-12-22","title":"The AI revolution is an opportunity for writers (the human kind)","url":"https://on.substack.com/p/the-ai-revolution-is-an-opportunity","author":"Hamish McKenzie","domain":"on.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":165,"date":"2023-12-22","title":"Are marketeers reticent to use AI?","url":"https://decasim.com/2023/12/15/are-marketeers-reticent-to-use-ai/","author":"Andrew Nadin","pub":"DecaSim","domain":"decasim.com","section":"reading","topics":["AI & LLMs"]},{"issue":165,"date":"2023-12-22","title":"interviewed","url":"https://podcasts.apple.com/us/podcast/using-alternative-data-to-transform-your-business-practices/id1647034882?i=1000633084414","author":"Deconstructing Data Podcast [","domain":"podcasts.apple.com","section":"reading","topics":["AI & LLMs","Alt data industry"],"take":"Enjoyed this conversation. Consumer transaction data is the OG among alternative data sources and Facteus has been doing this for a long time. Some interesting takeaways include the idea that barriers to entry are falling. AI will create more “data people” as data becomes more accessible to everyone."},{"issue":165,"date":"2023-12-22","title":"Masters in Business: Mike Rockefeller","url":"https://www.bloomberg.com/news/audio/2023-12-14/masters-in-business-mike-rockefeller-podcast","domain":"bloomberg.com","section":"reading","topics":["Investing & hedge funds"]},{"issue":165,"date":"2023-12-22","title":"The state of Generative AI and Machine Learning at the end of 2023","url":"https://cnvrg.io/wp-content/uploads/2023/11/ML-Insider-Survey_2023_WEB.pdf","author":"cnverg.io (an Intel company)","domain":"cnvrg.io","section":"reading","topics":["AI & LLMs"]},{"issue":166,"date":"2023-12-29","title":"LLMs For Builders : Jargons, Theory & History","url":"https://mehdio.substack.com/p/llms-for-builders-jargons-theory","author":"Medhio","domain":"mehdio.substack.com","section":"articles","topics":["AI & LLMs"],"take":"There is a ton of interesting takeaways in this article. Of most interest to me is the importance of prompt engineering (asking good questions). Another is the 4 steps in the lifecycle of a model."},{"issue":166,"date":"2023-12-29","title":"How Airbnb Turned Itself Into A Data-Driven Company Through Business Intelligence","url":"https://www.thdpth.com/p/how-airbnb-turned-itself-into-a-data","author":"Sven Balnojan","domain":"thdpth.com","section":"articles","topics":["Data strategy & culture"],"take":"Decision making goes far beyond “just” data. The author tells us the story of Airbnb and how they incorporated data in their decision making process from the very early stages of the company. This shows the importance of having the right goals, asking the right questions, and iterating throughout."},{"issue":166,"date":"2023-12-29","title":"Outlook 2024: Mike Liscombe, Nasdaq","url":"https://www.marketsmedia.com/outlook-2024-mike-liscombe-nasdaq/","domain":"marketsmedia.com","section":"articles","topics":["Alt data industry"]},{"issue":166,"date":"2023-12-29","title":"New data shows Waymo crashes a lot less than human drivers","url":"https://www.understandingai.org/p/new-data-shows-waymo-crashes-a-lot","author":"Understanding AI","domain":"understandingai.org","section":"reading","topics":["AI & LLMs"]},{"issue":166,"date":"2023-12-29","title":"Will AI finally take real-time data mainstream?","url":"https://www.supervised.news/p/will-ai-finally-take-real-time-data","author":"Supervised","domain":"supervised.news","section":"reading","topics":["AI & LLMs"]},{"issue":166,"date":"2023-12-29","title":"How to Organize Modern Data and Analytics Teams","url":"https://www.thoughtspot.com/data-chief/ep81/how-to-organize-modern-data-and-analytics-teams-with-mode-analytics-co-founder-benn-stancil#transcript","author":"The Data Chief","domain":"thoughtspot.com","section":"reading","topics":["Analytics & data science","Macro & economic signals"],"take":"Most interesting for me in this conversation is the passion for data and analytics developed through interest in baseball and macro-economics (two of my favorites). In the end, Benn tells us data can be fun when answer interesting questions (again that them of asking good questions)."},{"issue":166,"date":"2023-12-29","title":"How Data Shapes Our World","url":"https://open.spotify.com/episode/6CEoOLkAducp0dVzO1EXDf?si=uXGMW3C-Souecg8z1cSOOw","author":"Let’s Talk Data by NetApp","domain":"open.spotify.com","section":"reading","topics":["Data governance & quality"]},{"issue":166,"date":"2023-12-29","title":"With Alternative Data, More is Better.","url":"https://maidencentury.com/article/with-alternative-data-more-is-better","author":"Mark Trowbridge","pub":"Maiden Century","domain":"maidencentury.com","section":"reading","topics":["Alt data industry"]},{"issue":167,"date":"2024-01-05","title":"Snowflake Big Data Industry Predictions for 2024","url":"https://insidebigdata.com/2023/12/29/snowflake-big-data-industry-predictions-for-2024/","domain":"insidebigdata.com","section":"articles","topics":["Data engineering","Data strategy & culture"],"take":"Listing of predictions from Snowflake executives. Most are optimistic and I tend to agree with the idea that the initial models (“AI products”) that get traction will level-up the business user … the real sign of broad acceptance will be when people are using these tools without calling them LLMs or AI … just using them because they obviously make their lives better."},{"issue":167,"date":"2024-01-05","title":"Valuing Data as an Asset","url":"https://academic.oup.com/rof/article/27/5/1545/6994201?login=false","domain":"academic.oup.com","section":"articles","topics":["Data monetization"],"take":"This 18-page document addresses the idea that data is valuable and needs to be accounted for. Of most interest to me was Section 3: Measuring & Valuing Data (Page 10). The answer is largely still worthy of debate, but there is common agreement that the world has sufficiently changed to the point where the accounting world should be assigning some balance sheet value to data."},{"issue":167,"date":"2024-01-05","title":"What everybody should know about data monetization","url":"https://mitsloan.mit.edu/ideas-made-to-matter/what-everybody-should-know-about-data-monetization","domain":"mitsloan.mit.edu","section":"articles","topics":["Data monetization"],"take":"The author makes the distinction between monetizing data for money and creating value from data that is perhaps less measurable. The author offers us three ways to monetize data:"},{"issue":167,"date":"2024-01-05","title":"Is Generative AI The Next Tech Bubble?","url":"https://vinvashishta.substack.com/p/is-generative-ai-the-next-tech-bubble","domain":"vinvashishta.substack.com","section":"articles","topics":["AI & LLMs"]},{"issue":167,"date":"2024-01-05","title":"Big Data Strategies for Mid-Size Companies with Madhav Kondle, CIO at Janie and Jack","url":"https://www.snowflake.com/podcast/madhav-kondle/","author":"The Data Cloud Podcast","domain":"snowflake.com","section":"reading","topics":["Data strategy & culture"],"take":"Yes…apparently chatbots are the future."},{"issue":167,"date":"2024-01-05","title":"Valuing Data as an Asset","url":"https://academic.oup.com/rof/article/27/5/1545/6994201?login=false","domain":"academic.oup.com","section":"reading","topics":["Data monetization"]},{"issue":168,"date":"2024-01-12","title":"Assessing the ROI of Data","url":"https://thedatascore.substack.com/p/assessing-the-roi-of-data","author":"Jason Derise’s The Data Score","domain":"thedatascore.substack.com","section":"articles","topics":["Marketplaces & discovery"],"take":"Truth! There are a lot of hidden costs associated with evaluating any data purchase. I ‘ve run into the prospect feedback … that “we just want the raw data” … I have found this to add significant time to any data sales cycle. Data vendors need to do the heavy lifting of cleaning, organizing, and making the data “insight ready” … while at the same time being prepared to offer the raw data in case the client wants to check your work. Data is a tough thing to sell!"},{"issue":168,"date":"2024-01-12","title":"Eagle Alpha’s 3rd Annual Alternative Data Report 2023","url":"https://www.eaglealpha.com/2023/12/01/eagle-alphas-3rd-annual-alternative-data-report-2023/","author":"Eagle Alpha","domain":"eaglealpha.com","section":"articles","topics":["Marketplaces & discovery","Alt data industry"],"take":"See below for some charts I thought worth highlighting from this 50-page document. Of most interest to me were the five (5) predictions for 2024 (with my comments)."},{"issue":168,"date":"2024-01-12","title":"Evolution of Global Data Privacy Laws: What to Expect & Why You Should Care","url":"https://www.seclore.com/blog/evolution-of-global-data-privacy-laws-what-to-expect-why-you-should-care/","author":"Seclore","domain":"seclore.com","section":"articles","topics":["Regulation, privacy & compliance"],"take":"My experience is most people, especially people < 40, do not care about data privacy. No one wants to be robbed or doxed, but most people understand their data is widely available for those willing to do a little digging. Again, outside the criminal element, I do not think data privacy generate a big emotional response from the electorate and gets moved to the backburner over time. Even the EU is recognizing the need for a “modernized approach to data privacy”."},{"issue":168,"date":"2024-01-12","title":"Enhancing Financial Inclusion With Alternative Data: A Path to Empowerment","url":"https://thefintechtimes.com/enhancing-financial-inclusion-with-alternative-data-a-path-to-empowerment/","author":"The Fintech Times","domain":"thefintechtimes.com","section":"articles","topics":["Alt data industry"]},{"issue":168,"date":"2024-01-12","title":"A Review of Data Valuation Approaches and Building and Scoring a Data Valuation Model","url":"https://hdsr.mitpress.mit.edu/pub/1qxkrnig/release/1","author":"Mike Fleckenstein, Ali Obaidi, and Nektaria Tryfona","domain":"hdsr.mitpress.mit.edu","section":"reading","topics":["Deals & funding"]},{"issue":168,"date":"2024-01-12","title":"The Intelligence Community ‘Can’ Tackle Open-Source Data in a Hyper-Connected World","url":"https://www.thecipherbrief.com/column_article/the-intelligence-community-can-tackle-open-source-data-in-a-hyper-connected-world","author":"The Cipher Brief","domain":"thecipherbrief.com","section":"reading","topics":["Alt data industry"]},{"issue":168,"date":"2024-01-12","title":"Upsolver","url":"https://www.upsolver.com/","author":"Striim’s What’s New In Data podcast [","domain":"upsolver.com","section":"reading","topics":["People & careers"],"take":"I like the idea of being a bit more philosophical about data. This hold truth in both the “why are we building what we are building” … as well as some more personal reflections on career, etc."},{"issue":168,"date":"2024-01-12","title":"World of DaaS","url":"https://www.safegraph.com/podcasts","author":"I’d recommend most any podcast","domain":"safegraph.com","section":"reading","topics":["Data monetization"]},{"issue":168,"date":"2024-01-12","title":"Eagle Alpha’s 3rd Annual Alternative Data Report 2023","url":"https://www.eaglealpha.com/2023/12/01/eagle-alphas-3rd-annual-alternative-data-report-2023/","author":"Eagle Alpha","domain":"eaglealpha.com","section":"reading","topics":["Marketplaces & discovery","Alt data industry"]},{"issue":168,"date":"2024-01-12","title":"Ten of the Funniest Data Memes","url":"https://seattledataguy.substack.com/p/ten-of-the-funniest-data-memes","author":"The Seattle Data Guy","domain":"seattledataguy.substack.com","section":"reading"},{"issue":169,"date":"2024-01-19","title":"Alternative Data is Now Mainstream; AI Could Be Next","url":"https://www.lowenstein.com/media/cbhgys4p/alternative-data-report-2023-final.pdf","author":"Lowenstein Sandler","domain":"lowenstein.com","section":"articles","topics":["AI & LLMs","Alt data industry"],"take":"Great to get these regular survey updates. I pulled some interesting charts below … but there is too much good info here, so I’d encourage you to check out the linked 28-page document. My biggest takeaway is that Alt Data is not quite mainstream, but getting close. AI, of course, is a hot topic & more than just a passing fancy. Budget growth is slowing for alt data, but increasing for AI, with a majority of firms evaluating the use of Alt Data in AI models. Stay tuned to this space … things will continue to change rapidly."},{"issue":169,"date":"2024-01-19","title":"Why Data Quality Is More Important Than Ever in an AI-Driven World","url":"https://dataproducts.substack.com/p/why-data-quality-is-more-important","author":"Mikiko Bazeley","domain":"dataproducts.substack.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"“You are what you eat” … and the same goes for AI models … bad data = bad results. This is a detailed article about training data and the impact of good/bad data as an input. If you are an AI practitioner, this article is a good read to give you a framework about how to think about how data quality impacts AI models."},{"issue":169,"date":"2024-01-19","title":"AI is setting off a great scramble for data","url":"https://archive.ph/L5SrL#selection-1155.227-1155.277","author":"The Economist","domain":"archive.ph","section":"articles","topics":["AI & LLMs"]},{"issue":169,"date":"2024-01-19","title":"Marketers Eye Transaction Data in a World Without Cookies","url":"https://www.adweek.com/media/marketers-eye-transaction-data-in-a-world-without-cookies/","author":"Catherine Perloff","pub":"AdWeek","domain":"adweek.com","section":"reading","topics":["Transaction & consumer data"]},{"issue":169,"date":"2024-01-19","title":"You Need More Than Data to Understand Your Customers","url":"https://hbr.org/2023/12/you-need-more-than-data-to-understand-your-customers","author":"Marcus Collins","pub":"HBR","domain":"hbr.org","section":"reading","topics":["Data strategy & culture"]},{"issue":169,"date":"2024-01-19","title":"Riding the Next Wave in Alt Data: Applications of Clickstream in Finance","url":"https://datos.live/finance-whitepaper-0124/","author":"Datos","domain":"datos.live","section":"reading","topics":["Alt data industry","Web scraping & web data"]},{"issue":169,"date":"2024-01-19","title":"How to Monetise Data in 2024","url":"https://www.linkedin.com/pulse/how-monetise-data-2024-matthew-bernath-1bvff/","author":"Matthew Bernath","domain":"linkedin.com","section":"reading","topics":["Data monetization"]},{"issue":169,"date":"2024-01-19","title":"Garrett DeSimone of OptionMetrics","url":"https://www.eaglealpha.com/2023/09/07/profiting-from-data-with-garrett-desimone-head-of-quant-research-at-optionmetrics/","author":"Brendan Furlong","pub":"Eagle Alpha’s Profiting from Data podcast","domain":"eaglealpha.com","section":"reading","topics":["Marketplaces & discovery","Analytics & data science"],"take":"The pricing of options is changing dramatically with more data and more data processing power. This discussion was a bit esoteric, going deep on some options metrics and terminology. Of most interest to me was the idea that the options market has changed in recent years as there has been a spike in retail interest at the same time as institutions have been getting more sophisticated & sing option markets in their day-to-day (and using services like OptionMetrics)."},{"issue":169,"date":"2024-01-19","title":"Alternative Data is Now Mainstream; AI Could Be Next","url":"https://www.lowenstein.com/media/cbhgys4p/alternative-data-report-2023-final.pdf","author":"Lowenstein Sandler","domain":"lowenstein.com","section":"reading","topics":["AI & LLMs","Alt data industry"]},{"issue":169,"date":"2024-01-19","title":"10 Predictions About The Future of VC","url":"https://www.datadrivenvc.io/p/10-predictions-about-the-future-of-2c8","author":"Data Driven VC","domain":"datadrivenvc.io","section":"reading","topics":["Data strategy & culture"]},{"issue":17,"date":"2021-02-19","title":"Why Is It So Hard to Become a Data-Driven Company?","url":"https://hbr-org.cdn.ampproject.org/c/s/hbr.org/amp/2021/02/why-is-it-so-hard-to-become-a-data-driven-company","author":"Randy Bean","pub":"HBR","domain":"hbr-org.cdn.ampproject.org","section":"articles","topics":["Data strategy & culture","AI & LLMs"],"take":"Data driven companies are winning. The article highlights thisreport from NewVantage Partners (firm founded by the author). The investment made by large Fortune 1000 companies in “Big Data & AI” is large & accelerating. 99% of firms report making an investment in AI/Big Data with 90% saying the pace of investment is accelerating and 62% spending over $50m. Even with this substantial investment, many firms are still struggling to make progress, with the biggest impediments being cultural rather than technical. Here is what helps win over culture: clear organizational support & a few quick wins."},{"issue":17,"date":"2021-02-19","title":"How to build data literacy in your company","url":"https://mitsloan.mit.edu/ideas-made-to-matter/how-to-build-data-literacy-your-company","author":"MIT Sloan Business School","domain":"mitsloan.mit.edu","section":"articles","topics":["Data strategy & culture","People & careers"],"take":"In the past few weeks I have seen articles from multiple reputable sources addressing the issue of creating a culture in which organization take full advantage of data resources to improve decision making of employees at all levels. This article spells out a prescriptive method of building “data literacy”. The takeaway that most resonated with me is to focus less on the technical aspect of data (which can be intimidating for non-data people) and focus on using the data."},{"issue":17,"date":"2021-02-19","title":"Data Exhaust Turbocharges Mastercard","url":"https://www.forbes.com/sites/tomdavenport/2021/01/13/data-exhaust-turbocharges-mastercard/?sh=53161ffd87df","author":"Tom Davenport, contributor","pub":"Forbes","domain":"forbes.com","section":"articles","topics":["Data strategy & culture"],"take":"Mastercard appears to be a company that is moving towards a thriving data culture. A great example of an organization improves performance leveraging “data exhaust”. The leader of this business unit, Raj Seshadri, notes “all the ingredients are in the pantry – it’s just a question of cooking up the right meals.” For many organizations, the data is readily available, they just need to figure out how to tell a clean, accurate story. This is not easy, but enormous strides are being taken to make it a realistic goal."},{"issue":17,"date":"2021-02-19","title":"What to Expect in 2021: Ten Predictions to Ring in the New Year - Infographic","url":"https://www.eckerson.com/articles/what-to-expect-in-2021-ten-predictions-to-ring-in-the-new-year-infographic","domain":"eckerson.com","section":"articles","topics":["Data governance & quality"]},{"issue":17,"date":"2021-02-19","title":"interviews Matei Zatreanu of System2","url":"https://podcasts.apple.com/us/podcast/the-alternative-data-podcast/id1539909575?i=1000504246561","author":"The Alternative Data Podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry","Transaction & consumer data"],"take":"This was a great interview. Matei has been around the alt data space for nearly a decade (disclosure: 90 West is working with System2 at Eagle Alpha Feb 24th Hackathon). Among many interesting threads, they have a frank discussion on transaction card data starting at minute 51. They really dig-in on the challenges of working with transaction card data."},{"issue":17,"date":"2021-02-19","title":"interviews Wendy Zhang of Sallie Mae","url":"https://podcasts.apple.com/us/podcast/data-transformers-podcast/id1538437609?i=1000508379822","author":"Data Transformers podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["Data governance & quality"],"take":"I thought this was worth highlighting for two reasons. First, Wendy Zhang is currently working with Sallie Mae. As a government entity, Sallie Mae has strict data governance requirements. I have been consistent saying that getting data governance “right” is important to really broaden the market. Large corporations want to feel 100% comfortable with the data they are using (big concerns on “consequences of being non-compliant”). Second, Wendy has worked with many companies and has had opportunities to see different “data cultures” and she shares her thoughts on how to best address various challenges faced."},{"issue":17,"date":"2021-02-19","title":"This interview","url":"https://podcasts.apple.com/us/podcast/people-i-mostly-admire/id1525936566?i=1000508836602","author":"Steven Levitt","pub":"Freakonomics Fame","domain":"podcasts.apple.com","section":"podcasts","topics":["Macro & economic signals"]},{"issue":17,"date":"2021-02-19","title":"TwoQuants guys","url":"https://twoquants.com/","author":"The TwoQuants guys","domain":"twoquants.com","section":"podcasts","topics":["Investing & hedge funds"]},{"issue":170,"date":"2024-01-26","title":"How to Utilize Large Language Models (LLMs) in Your Next Data Analysis Project","url":"https://www.linkedin.com/pulse/how-utilize-large-language-models-llms-your-next-data-analysis-trvlc/","author":"Aquiba Benarroch","domain":"linkedin.com","section":"articles","topics":["AI & LLMs"],"take":"Wonderful article here. We have seen more interest in our massive collections of review data for similar use cases described here. Importantly, Aquiba highlights the importance of knowing how to use these models … ie “apply them appropriately”."},{"issue":170,"date":"2024-01-26","title":"Data Providers. How to Maximize Revenue","url":"https://www.linkedin.com/pulse/data-providers-how-maximize-revenue-part-1-scott-hall-ofnme/","domain":"linkedin.com","section":"articles","topics":["Marketplaces & discovery"],"take":"Scott points out there is a long tail of data providers that are struggling to drive revenue. Bottom line, there is a ton of friction in the process. Having been involved with firms on both sides of the long tail (my up/down experience with 90 West Data & now with the strong VK/Babel) & lived this process, having a PSI score (product strength index) is a helpful tool."},{"issue":170,"date":"2024-01-26","title":"CTO Shawn Edwards on Bloomberg’s evolving data and AI approaches","url":"https://www.cio.com/video/1296631/cto-shawn-edwards-on-bloombergs-evolving-data-and-ai-approaches.html","author":"CIO Magazine","domain":"cio.com","section":"articles","topics":["AI & LLMs","Market data & terminals"]},{"issue":170,"date":"2024-01-26","title":"Deconstructing Data: 2023 Year in Review","url":"https://podcasts.apple.com/us/podcast/deconstructing-data-2023-year-in-review/id1647034882?i=1000640369403","author":"Deconstructing Data: A Podcast for Modern Marketers","domain":"podcasts.apple.com","section":"reading","topics":["AI & LLMs"],"take":"I thought this was still timely even at the end of January. The biggest topic of 2023 was AI and ChatGPT. ChatGPT was really the first consumer access to AI & the consumer loved it. The hosts indicated that it seemed like every episode in 2023 talked ChatGPT & AI."},{"issue":170,"date":"2024-01-26","title":"Microsoft Build: State of GPT","url":"https://www.youtube.com/watch?v=bZQun8Y4L2A","domain":"youtube.com","section":"reading","topics":["AI & LLMs"]},{"issue":171,"date":"2024-02-02","title":"The (Ugly) Truth About Backtests","url":"https://maidencentury.com/article/the-ugly-truth-about-backtests","author":"Maiden Century’s Qaisar Hasan","domain":"maidencentury.com","section":"articles","topics":["Investing & hedge funds"],"take":"Backtesting is a key issue that extends the data sales cycle. This article touches on all the hot-button issues. I like Qaisar’s idea that in addition to the math, you need to add some human & business intuition to the process…easier said than done!"},{"issue":171,"date":"2024-02-02","title":"7 Habits Of Effective Data Managers","url":"https://seattledataguy.substack.com/p/7-habits-of-effective-data-manager","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"articles","topics":["Data engineering"],"take":"If you are in the data space you need to be following Seattle Data Guy. Great content."},{"issue":171,"date":"2024-02-02","title":"How Analyzing Publicly Available Information Can Help Businesses","url":"https://www.ibtimes.com/analyzing-publicly-available-information-can-help-businesses-make-smarter-investment-decisions-3721515","author":"IBT","domain":"ibtimes.com","section":"articles","topics":["Alt data industry","Web scraping & web data"],"take":"My VK colleague Rayne Gaisford authored this article. PAI (Publicly Available Information) is powerful when collected at scale, organized, and delivered in a timely fashion. In the article Rayne runs through several use cases demonstrating how decision-makers of all stripes can benefit from better information."},{"issue":171,"date":"2024-02-02","title":"Court Rules Meta's Terms Do Not Prohibit Scraping of Public Data","url":"https://www.zyte.com/blog/california-court-meta-ruling/","domain":"zyte.com","section":"articles","topics":["Web scraping & web data","Regulation, privacy & compliance"]},{"issue":171,"date":"2024-02-02","title":"Part 1: Revolutionizing the Onboarding Journey for Data Providers and Consumers","url":"https://www.linkedin.com/pulse/part-1-revolutionising-onboarding-journey-data-providers-rhodes-bu78c/?trackingId=jNMfuggMSh6ko4Iuq658yg%3D%3D","author":"Michael Rhodes","domain":"linkedin.com","section":"reading","topics":["Marketplaces & discovery"]},{"issue":171,"date":"2024-02-02","title":"How scraping a single website costed thousands of dollars in proxy","url":"https://substack.thewebscraping.club/p/costs-web-scraping-proxy","author":"The Web Scraping Club","domain":"substack.thewebscraping.club","section":"reading","topics":["Web scraping & web data"]},{"issue":171,"date":"2024-02-02","title":"Babel Street Announces Strategic Acquisition of Vertical Knowledge, Bolstering Leadership in Identity Intelligence and Risk Operations","url":"https://www.businesswire.com/news/home/20240122841846/en/Babel-Street-Announces-Strategic-Acquisition-of-Vertical-Knowledge-Bolstering-Leadership-in-Identity-Intelligence-and-Risk-Operations","author":"BusinessWire","domain":"businesswire.com","section":"reading","topics":["Deals & funding"]},{"issue":171,"date":"2024-02-02","title":"interviewed","url":"https://edgeofai.xyz/podcast/","author":"Edge","pub":"AI podcast [","domain":"edgeofai.xyz","section":"reading","topics":["AI & LLMs","Marketplaces & discovery"],"take":"Brad has been in this space for a long time and is worth watching. NOMAD goes a long way towards solving the data discovery problem. They created an NLP powered data search engine addressing the affliction of too much information & how to sort through it. Superior to traditional “data yellowpages”"},{"issue":171,"date":"2024-02-02","title":"Building The World’s Best Data Drilling Operation with Brian O’Keefe","url":"https://kgkcompany.com/building-the-worlds-best-data-drilling-operation-with-brian-okeefe/","domain":"kgkcompany.com","section":"reading","topics":["Alt data industry"]},{"issue":171,"date":"2024-02-02","title":"State of the Market Pricing Report","url":"https://web.battlefin.com/hubfs/BattleFin%20Pricing%20Survey%202023-2024.pdf","author":"BattleFin & Andeco","domain":"web.battlefin.com","section":"reading","topics":["Marketplaces & discovery"]},{"issue":18,"date":"2021-02-26","title":"Getting Serious About Data and Data Science","url":"https://www.tomdavenport.com/getting-serious-about-data-and-data-science/","author":"Tom Davenport","domain":"tomdavenport.com","section":"articles","topics":["Analytics & data science","Data governance & quality"],"take":"There is a lot to take from this article. The most interesting to me was the sectioned titled: Stop Wasting Time on Data Quality. Garbage in. Garbage out. Morale of Data wranglers & upper mgmt is quickly checked when a huge effort is put into analyzing data that turns out to be inaccurate or incomplete. Address these issues at the source. The earlier in the process the better."},{"issue":18,"date":"2021-02-26","title":"“I know what you bought at Chipotle”","url":"https://news.mit.edu/2021/i-know-what-you-bought-at-chipotle-consumer-algorithm-0202","author":"MIT","domain":"news.mit.edu","section":"articles","topics":["Transaction & consumer data","Data strategy & culture"],"take":"Transaction data will tell the user how much a consumer spent at a merchant. Many would have interest in more detail about what that consumer bought & at what prices. This MIT paper indicates researchers are making progress in their effort to get more granular information from the data. MIT’s Michael Fleder re-frames the big data problem by saying, “we live in this small-data problem. How can you rip these numbers apart and extract as much as you can?”. I have no idea how this works, but if possible, I am amazed."},{"issue":18,"date":"2021-02-26","title":"Chris Donnan, CTO of Tyler Capital","url":"https://podcasts.apple.com/us/podcast/the-atom-podcast/id1543451757?i=1000504307389","author":"The ATOM Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["AI & LLMs","Investing & hedge funds"],"take":"Tyler is trying to “Industrialize the systematic application of ML to global financial markets.” Chris talks about how he is obsessed with developing a system to keep generating capacity for them to deploy capital. Chris brings up a number of things worth striving for: 1- be an HRO, High Reliability Organization & 2- creating a consciously designed culture to support the community. It is clear Tyler takes this very seriously. Another idea worth noting was “build out, not bolt on”. “Build” is a better way to develop the system. If you do what everyone else does you will get the same results. Unique inputs and unique processes will generate non-correlated alpha."},{"issue":18,"date":"2021-02-26","title":"interviews Kate Strachyi","url":"https://podcasts.apple.com/us/podcast/superdatascience/id1163599059?i=1000507632907","author":"SuperDataScience Podcast ‘s Jon Krohn [","domain":"podcasts.apple.com","section":"podcasts","topics":["Analytics & data science"],"take":"Telling stories with data is a key to communicating with your key audience effectively. She shares some interesting experiences & learnings. Most interesting to me is the fact that she also has developed an impressively large social media following."},{"issue":18,"date":"2021-02-26","title":"The Alternative Data podcast","url":"https://podcasts.apple.com/gb/podcast/the-alternative-data-podcast/id1539909575","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry"]},{"issue":2,"date":"2020-11-06","title":"New Technologies Changing Asset Management","url":"https://www.advisorperspectives.com/commentaries/2020/10/30/new-technologies-changing-asset-management","author":"Blackrock’s Shen, Savi & Mathieson","domain":"advisorperspectives.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Blackrock has as much experience working with alternative data as any firm. They focus on the mix of putting the “right” data sources in the “right” hands. This stuff is complex and done right, adds a ton of value to the investment process."},{"issue":2,"date":"2020-11-06","title":"new article","url":"https://www.pionline.com/money-management/bnp-paribas-am-chooses-head-corporate-credit-research","author":"Pensions & Investments Magazine","domain":"pionline.com","section":"articles","topics":["Alt data industry","AI & LLMs"],"take":"Any leader in the investment research space is going to need to make greater use of alternative data sources going forward."},{"issue":2,"date":"2020-11-06","title":"highlighting the partnership between TickSmith and Alqami to help alt data sources structure & sell data","url":"https://www.waterstechnology.com/data-management/7706151/ticksmith-alqami-ally-to-help-alt-data-sources-structure-sell-data?utm_medium=email&_hsmi=97105076&_hsenc=p2ANqtz-96g_YinM9dyXBUnMjUQK7_vj14icizLr01zYoCVBLbO4tacjPptmgcxAdx3MJrOkjfpPRZdwzF4NrhL_Y6AsYiq0AMpQ&utm_content=97105076&utm_source=hs_email","author":"Waters Technology","domain":"waterstechnology.com","section":"articles","topics":["Alt data industry"],"take":"Any effort to shorten the data back testing process is welcome. This is a major hurdle and, while there are many offerings, the industry has yet to discover the best way to standardize the process. Organizations like FISD are attempting to create standards around the documentation requirements, but standards for the data structure will be tougher to create."},{"issue":2,"date":"2020-11-06","title":"discuss Alternative Data and Machine Learning.","url":"https://podcasts.apple.com/us/podcast/talking-data/id1529310480?i=1000495649919","domain":"podcasts.apple.com","section":"podcasts","topics":["AI & LLMs","Alt data industry"],"take":"Finding unique insights from publicly available data sources is difficult. Techniques can be complex. Ben & Pete really focus on the key of effectively communicating your findings to decision makers in a way that really simplifies what you are doing and why clients should find this valuable."},{"issue":2,"date":"2020-11-06","title":"interviews Emmett Kilduff of Eagle Alpha","url":"https://podcasts.apple.com/us/podcast/moneyneversleeps/id1455819294?i=1000495642801","author":"Pete Townsend","pub":"Money Never Sleeps podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["Marketplaces & discovery","Alt data industry"],"take":"Really enjoyed this interview. Partially about the alt data space/industry and partially about being an entrepreneur. What determines success of new company … in order … timing, team, idea, business model and funding. Timing matters! The burgeoning network effect of having buyers & sellers needing Eagle Alpha is starting to take off."},{"issue":20,"date":"2021-03-12","title":"The Ultimate Guide to Data Marketplaces.","url":"https://about.datarade.ai/data-marketplaces","author":"Datarade’sLucy Kelly","domain":"about.datarade.ai","section":"articles","topics":["Marketplaces & discovery"],"take":"The goal of data marketplaces is to make it easy for buyers-to-buy and sellers-to-sell. We have a long way to go in the data space. Even the most sophisticated buyer of data has trouble sifting through thousands of dataset. For the data vendor, it really doesn’t help much to be listed alongside thousands of competing datasets with little differentiation. I would argue we are still at a stage where the data buyers (and frankly the data sellers) need quite a bit of hand-holding through the process. Lastly, the buyer-vendor relationship looks more like an ongoing relationship than a buying a one-time item from eBay. The marketplaces are not always the best way to initiate that sort of relationship."},{"issue":20,"date":"2021-03-12","title":"McKinsey case study","url":"https://www.mckinsey.com/industries/metals-and-mining/how-we-help-clients/how-a-steel-plant-in-india-tapped-the-value-of-data-and-won-global-acclaim?cid=other-eml-alt-mip-mck&hdpid=66620d5e-0e1d-4059-9279-6c08260aff27&hctky=12650519&hlkid=8907206ecf7d4e3c8421c4f991b17e60","domain":"mckinsey.com","section":"articles","topics":["Analytics & data science"],"take":"Nice story that shows how even the most “old school” industries can benefit from using data and data analytics to improve safety, efficiency, and overall production. As we have seen in the past, the key is C-level buy-in, patience and a willingness to change the culture. The most interesting to me in this article was they didn’t outsource, they re-trained internal employees (\"subject matter experts\") to use the data and make improvements."},{"issue":20,"date":"2021-03-12","title":"The 2021 Data Science Interview Report.","url":"https://blog-interviewquery-com.cdn.ampproject.org/c/s/blog.interviewquery.com/blog-data-science-interview-report/amp/","author":"[The 2021 Data Science","domain":"blog-interviewquery-com.cdn.ampproject.org","section":"articles","topics":["Analytics & data science"],"take":"This was a rare publication that indicates growth in data and data science may actually be plateauing (what?!). The number of interviews held for data science roles only grew 10% in 2020 after seeing 80% growth in 2019. There are some interesting charts & tables that indicate, in my opinion, we are seeing continued strong demand for roles for people that can clean & organize data rather than the more advanced roles of drawing conclusions/applying business analytics. This supports what we’ve seen broadly which is most of the time spent by data scientists is doing the “boring data janitorial work” of cleaning and organizing."},{"issue":20,"date":"2021-03-12","title":"interviews Ben Taylor","url":"https://podcasts.apple.com/us/podcast/superdatascience/id1163599059?i=1000504568267","author":"Super Data Science Podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["Analytics & data science"],"take":"Good discussion of day-to-day data science. One of the key takeaways for me was getting the SME (subject matter experts) involved early in the process to avoid big mistakes. Another interesting idea for me was “feature drift”. Basically the idea that doing something cool is not helpful if it is not important to the SME and focused on the OKR (Objective & Key Result)."},{"issue":20,"date":"2021-03-12","title":"interviews Doug Laney","url":"https://podcasts.apple.com/us/podcast/data-transformers-podcast/id1538437609?i=1000509555160","author":"Data Transformers Podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["AI & LLMs","Analytics & data science"],"take":"Most interesting to me…of the 3 V’s (volume ,velocity, variety) Doug suggests that most companies serious about data have the first two V’s under control…but the “3rd V”, Variety, remains an issue as ideally many varieties of data are pulled together to draw accurate conclusions (this is hard). Doug describes a solution driven by AI & ML that data will eventually become “self-organizing”. On behalf of data scientists everywhere…I certainly hope so!"},{"issue":20,"date":"2021-03-12","title":"Daneen","url":"https://www.linkedin.com/in/daneen-farrall-458a15206/","domain":"linkedin.com","section":"podcasts","topics":["Analytics & data science"]},{"issue":21,"date":"2021-03-19","title":"Distribution is Not Enough.","url":"https://www.newconstructs.com/wp-content/uploads/2021/03/Investment-Industry-Opinion-Paper-Distribution-Is-Not-Enough.pdf","author":"NewContructs","domain":"newconstructs.com","section":"articles","topics":["Investing & hedge funds","Analytics & data science"],"take":"Really enjoyed this paper. In it the authors argue that “The next logical step in the evolution from mutual funds to index funds to meme stock investing is custom portfolio construction based on unique data insights.” As information becomes commoditized, having unique information with unique signals will power alpha. Data ownership & analytics will drive the next winners in the evolution of the asset management business."},{"issue":21,"date":"2021-03-19","title":"Data Catalogs are Half the Battle–We Need Answers to Real Questions.","url":"https://insidebigdata.com/2021/03/08/data-catalogs-are-half-the-battle-we-need-answers-to-real-questions/","author":"Kaycee Lai, Founder and CEO","pub":"Promethium","domain":"insidebigdata.com","section":"articles","topics":["Marketplaces & discovery","Data governance & quality"],"take":"Quality > Quantity. I’ve often thought big data catalogs don’t help buyers or sellers. From the buyer perspective, it does not help to have 1,000 options. This is overwhelming. Buyers need a filter. Likewise, data sellers do not benefit being on a list with 1,000 other data vendors with no room to demonstrate how your offering is unique. Keep in mind: buyers do not really want data…they want answers to questions. This ideal “single version of the truth” can be accomplished with data, but better to offer a short list of vetted quality firms than a vast array of mediocre data sources."},{"issue":21,"date":"2021-03-19","title":"What does e-commerce for data really mean?","url":"https://blog.getsyndetic.com/2020/12/09/what-does-e-commerce-for-data-really-mean/","author":"Related to above article, Syndetic","domain":"blog.getsyndetic.com","section":"articles","topics":["Marketplaces & discovery"],"take":"Another article that calls into question the value of data marketplaces. Emmett Kilduff of Eagle Alpha says “Data Doesn’t Sell Itself. I agree. From the article: “there is no easy way to find data in the marketplace, nor a compelling reason to buy.” Most data buyers face overwhelm when they log into a marketplace and see 1,000 datasets. Buyer just want answers. Pricing is a huge issue. The value of the data varies from buyer-to-buyer. A Fortune 500 company can derive more value than a grad student working on a project. But both might be in the market to buy the same dataset. How does the seller price the product? These selling challenges will continue to be an issue, but I can tell you there are dozens of companies trying to solve the problem because the value that will be created is enormous."},{"issue":21,"date":"2021-03-19","title":"Luming Wang, CTO of ElectrifAi.","url":"https://podcasts.apple.com/us/podcast/the-atom-podcast/id1543451757?i=1000512236839","author":"Olly Thompson","pub":"ATOM Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["AI & LLMs","Alt data industry"],"take":"The first half of the podcast is focused on Luming Wang’s impressive background at some of the world’s largest tech companies. I was particularly interested in his comments starting at minute 20 regarding the move to investing space & challenges of working with alternative data sources. Luming discusses how data users lack confidence in their data. Garbage in = Garbage out is a huge issue. ElectrifAI will become the “World’s Machine Learning Model Factory” to help solve those confidence problems."},{"issue":21,"date":"2021-03-19","title":"Gowri Selka of Volantsys Analytics.","url":"https://podcasts.apple.com/us/podcast/data-transformers-podcast/id1538437609#episodeGuid=https%3A%2F%2Fdatatransformerspodcast.com%2F%3Fpost_type%3Dpodcast%26p%3D1125","author":"Data Transformers Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Analytics & data science","Data strategy & culture"],"take":"I wanted to include a podcast covering data from the perspective of a traditional corporation. Gowri has 20+ years of experience working with data analytics at Walgreen’s. She reiterates many of the same themes we hear week after week: the need to involve Subject Matter Experts (SMEs) & how important it is to move the culture toward becoming a data driven organization."},{"issue":22,"date":"2021-03-26","title":"Making the investment decision process more naturally intelligent.","url":"https://www2.deloitte.com/content/dam/insights/articles/5075_CFS-AI-in-investment-decisions/DI_CFS-AI-in-investment-decisions.pdf","author":"Deloitte","domain":"www2.deloitte.com","section":"articles","topics":["Investing & hedge funds","AI & LLMs"],"take":"The authors make the point that AI technologies, notable NLP/G, will play an increasingly important role in the investment decision process. They cite a Deloitte survey that indicates 86% of financial services adopters predicted that AI will be very or critically important to their business success in the next two years. More than half of investment management firms surveyed plan to implement NLP/G technologies in 2021 (I was surprised by this). Importantly, they cite a key being the ability to communicate the rationale behind AI-supported decisions rather than treating them as black boxes. I thought this would be an important feature as more fundamentally focused investment firms get comfortable with implementing new technologies in the investment process."},{"issue":22,"date":"2021-03-26","title":"Data-driven sourcing/screening is creating meaningful value for VCs.","url":"https://alt-data.org/finance/data-driven-sourcing-screening-is-creating-meaningful-value-for-vcs-as-competition-becomes-increasingly-cutthroat/","author":"Omri Orgad","domain":"alt-data.org","section":"articles","topics":["Data strategy & culture","Alt data industry"],"take":"As more data becomes available & better tools are developed to derive insights, we will see broader use of alternative data. PE and VC professionals spend a ton of time digging into markets and evaluating companies. To have unique & relevant information will help find those unique companies and provide greater confidence in the investment opportunity."},{"issue":22,"date":"2021-03-26","title":"Key Fintech Opportunities in 2021 and Beyond.","url":"https://www.jupiteram.com/uk/en/professional/insights/key-fintech-opportunities-in-2021-and-beyond/","author":"Jupiter Asset Management","domain":"jupiteram.com","section":"articles","topics":["Analytics & data science"],"take":"Article provides a nice overview into the disruption happening in the FinTech space. Also provides some good charts and statistics indicating how far ahead China is in the payments space relative to the US. There is enormous opportunity ahead!"},{"issue":22,"date":"2021-03-26","title":"The All-time Best Guides to Data Science Writing","url":"https://towardsdatascience.com/the-all-time-best-guides-to-data-science-writing-tues-b6fec391e9d9","domain":"towardsdatascience.com","section":"articles","topics":["Analytics & data science"]},{"issue":22,"date":"2021-03-26","title":"Ajeet Singh, Co-founder and Executive Chairman at ThoughtSpot.","url":"https://podcasts.apple.com/us/podcast/the-data-chief/id1509495585?i=1000512382949","author":"The Data Chief Cindy Howson","domain":"podcasts.apple.com","section":"podcasts","topics":["People & careers"],"take":"I really took a lot from this discussion & enjoyed some of the life/corporate philosophies Ajeet shared. A few items worth highlighting. 1- developing products with “empathy for you customer” in mind. The job of the leader is to align all the forces of the individuals in a single direction where everyone feels like the are moving towards the same worthy goal. Second is the discussion of culture. I tend to turn my brain off when a founder talks culture…I tend to want to talk details, but this was a bit different. Culture is what people do when no one is looking. Several books were mentioned: Schrodinger's What is Life, Clear's Atomic Habits & Taleb's Anti-Fragile."},{"issue":22,"date":"2021-03-26","title":"about data monetization.","url":"https://podcasts.apple.com/us/podcast/data-transformers-podcast/id1538437609?i=1000513985408","author":"Data Transformers Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Data monetization","Analytics & data science"],"take":"Data monetization is a relative new idea. Attributing value to data has been a challenge. Data has zero marginal cost & tremendous value. Bill argues the focus should be less on balance sheet value & more on creating value for the overall business. To create value you must engage with the business & he feels it is important to take “use-case by use-case” incremental approach. The single most important question you can ask is “how effective is your organization at leveraging data & analytics to power your business models?”"},{"issue":23,"date":"2021-04-02","title":"Alternative Data: The Gateway to Global Markets","url":"https://www.allaboutalpha.com/blog/2021/03/21/alternative-data-the-gateway-to-global-markets/","author":"Tom Nigro","pub":"GTCOM","domain":"allaboutalpha.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Tom does a good job of getting to the root of what investors are seeking: confidence to make informed decisions. Investors are now questioning whether they can get a useful complete picture of market opportunities using only \"traditional data\" … they recognize the need for more high quality data sources. Alternative data is powerful & rapidly changing. As it becomes easier to access for the non-data professional, the value from vast quantities of data will be unlocked."},{"issue":23,"date":"2021-04-02","title":"How We Define External Data.","url":"https://blog.thinkdataworks.com/how-we-define-external-data","author":"Tim Lysecki","pub":"ThinkDataWorks","domain":"blog.thinkdataworks.com","section":"articles","topics":["Data monetization","Marketplaces & discovery"],"take":"As the market for data broadens beyond the most data savvy companies, we are seeing more firms offer services to make it easier to garner insights from the vast amount of available data sources. The key is to “find reliable partners and data marketplaces to discover new sources, and ensure your entire organization has a way to collaborate and rally around a single source of truth for data, even if different departments use it for different purposes.”"},{"issue":23,"date":"2021-04-02","title":"Gartner Identifies Top 10 Data and Analytics Technology Trends for 2021","url":"https://www.gartner.com/en/newsroom/press-releases/2021-03-16-gartner-identifies-top-10-data-and-analytics-technologies-trends-for-2021","domain":"gartner.com","section":"articles","topics":["Analytics & data science","Alt data industry"],"take":"I love a good top ten list. I will highlight two of the ten. First, Data & Analytics as a Core Business Function. D&A will become a shared business asset aligned to business results. Second, Data & Analytics at the Edge. I translate this as data that is not internal data…but rather \"related\" data that may provide insights (AKA “alternative data” … there, I said it…I feel like Flo in those progressive commercials)."},{"issue":23,"date":"2021-04-02","title":"Wayfair's Playbook for data analytics.","url":"https://www.ciodive.com/news/wayfair-data-analyst-data-science-NRF-2021/593614/","domain":"ciodive.com","section":"articles","topics":["Analytics & data science"]},{"issue":23,"date":"2021-04-02","title":"Building A Self-Service Data Platform for Alternative Data Analytics at YipitData.","url":"https://podcasts.apple.com/us/podcast/data-engineering-podcast/id1193040557?i=1000502402170","author":"Data Engineering Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry","Analytics & data science"],"take":"This was a great conversation about real world experiences in building a successful data-oriented business. I found it fascinating how YipitData has evolved from consumer-facing company to a data company. They spend a lot of time focused on empowering the analysts to create products & drive revenue."},{"issue":23,"date":"2021-04-02","title":"interview Althea Davis","url":"https://podcasts.apple.com/us/podcast/data-transformers-podcast/id1538437609?i=1000514399776","author":"Peggy Tsai & Ramesh Dontha","pub":"Data Transformers Podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["Data strategy & culture"],"take":"A little different than most other podcasts I have come across, but very interesting. Althea has a fascinating background and is currently in Abu Dhabi. Most interesting is the focus on making data easy to use for people of all levels of data literacy."},{"issue":24,"date":"2021-04-09","title":"The Big Reset: Data-Driven Marketing in the Next Normal.","url":"https://www.mckinsey.com/business-functions/marketing-and-sales/our-insights/the-big-reset-data-driven-marketing-in-the-next-normal","author":"McKinsey","domain":"mckinsey.com","section":"articles","topics":["Data strategy & culture","Analytics & data science"],"take":"Data allows marketers to get a substantially better understanding of their customer. The long-term winners are investing in data & analytics now. The tools to ingest & interpret the massive amounts of data are catching up to the amount of data available. Precision marketing is only as good as the data behind it. The article specifically mentions using third party data to supplement in-house data (this can be a complex undertaking ... thus the improving tools)."},{"issue":24,"date":"2021-04-09","title":"white paper","url":"https://wqpredictive.com/wp-content/uploads/2021/02/ZillowWhitePaper_2021-01-19.pdf","domain":"wqpredictive.com","section":"articles","topics":["Analytics & data science","Alt data industry"],"take":"The corporate market is an enormous opportunity for the data & analytics space. As per WorldQuant, “When done right, unprecedented opportunities with analytics and alternative data arise and business challenges can be solved through improved signal detection, modeling, and automation tools”."},{"issue":24,"date":"2021-04-09","title":"Predicting the future with analytics.","url":"https://www.wamda.com/2021/03/predicting-future-analytics-arabic-english","domain":"wamda.com","section":"articles","topics":["Analytics & data science"],"take":"Great to see a MENA organization like Wamda addressing the growth of data & analytics. This is truly a global opportunity. The digital transformation of several industries combined with the growing investment in analytics are set to lead the surge in the uptake for analytics across organizations of all sizes & across all geographies."},{"issue":24,"date":"2021-04-09","title":"Five insights about harnessing data and AI from leaders at the frontier.","url":"https://www.mckinsey.com/business-functions/mckinsey-analytics/our-insights/five-insights-about-harnessing-data-and-ai-from-leaders-at-the-frontier?fbclid=IwAR1LNWB4ZLlO3W0zZzFnqeSoleKwllFZ10sFESVgOyranCTjWohyRdeYEWA","domain":"mckinsey.com","section":"articles","topics":["AI & LLMs"]},{"issue":24,"date":"2021-04-09","title":"interviews Gary Chropuvka","url":"https://podcasts.apple.com/us/podcast/masters-in-business/id730188152?i=1000514566614","author":"Bloomberg Opinion columnist Barry Ritholtz [","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry","Investing & hedge funds"],"take":"Always interesting to hear from the President of an industry-leading firm like WorldQuant. Most interesting to me was Gary’s commentary around how the quant investing world is evolving and how the “world is coming in our direction”. That said, Gary did comment that he was surprised that there were not more investment firms taking advantage of the existing data & tools to improve decision making. I agree and see this as a big opportunity for the alternative data & tools space (good commentary on alt data specifically starts minute 40:00)."},{"issue":24,"date":"2021-04-09","title":"Egor Gryaznov, CTO of BigEye","url":"https://podcasts.apple.com/us/podcast/data-engineering-podcast/id1193040557","author":"Tobias Macey","pub":"the Data Engineering Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Data engineering","Data governance & quality"],"take":"Egor’s company, BigEye, deals with the important topic of data quality. Garbage in = garbage out. Users need to trust the data they are using."},{"issue":25,"date":"2021-04-16","title":"Delivering Value from Data","url":"https://www.spglobal.com/marketintelligence/en/documents/sp-global-delivering-value-from-data.pdf","author":"S&P","domain":"spglobal.com","section":"articles","topics":["Data strategy & culture"],"take":"This is a good read. I pulled out a single chart below (there are a lot of good charts!). The key takeaway is that data‑driven decision‑making has become a “business imperative”. But this is not easy and requires a commitment across the entire organization."},{"issue":25,"date":"2021-04-16","title":"Alternative Data Key For Decision Making In Financial Services","url":"https://www.businesswire.com/news/home/20210407005449/en/Alternative-Data-Key-For-Decision-Making-In-Financial-Services-Bright-Data-Research-Reveals","domain":"businesswire.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"The key takeaway from the study was that nearly a quarter (24%) of financial services professionals who work for organizations that collect alternative data use it to aid their work every day. The key is every day. This is a good sign that alt data sources are becoming part of the daily decision-making process. We are still seeing Institutional Investors (Hedge Funds) be the most sophisticated users of this data, but other areas (banks, insurance) are rapidly catching up."},{"issue":25,"date":"2021-04-16","title":"What is a Data Catalog? Value, Benefits, and Features","url":"https://blog.thinkdataworks.com/what-is-a-data-catalog-value-benefits-and-features","author":"ThinkDataWorks","domain":"blog.thinkdataworks.com","section":"articles","topics":["Marketplaces & discovery","Data governance & quality"],"take":"ThinkDataWorks defines a Data Catalog as a “living collection of your organization's distributed data assets and data-related intelligence; it’s an archive and a distribution system combined”. I really like how they focus on keeping it simple & creating a single source of truth for your organization."},{"issue":25,"date":"2021-04-16","title":"Doug Lane‪y","url":"https://podcasts.apple.com/us/podcast/psyda-podcast-with-minhaaj/id1551704229?i=1000510499492","author":"Psyda Podcast with Minhaa‪j","domain":"podcasts.apple.com","section":"podcasts","topics":["Data monetization"],"take":"This is a wide-ranging conversation, two things worth highlighting. Doug is focused on assigning value to a data asset. “Data is the new oil” is a popular analogy but misses some of the key attributes of data. As per the quote at the top of this email, the CIO is often sitting on some of the highest value assets in the company. Second item worth highlighting is the value of data beyond the walls of your organization (minute 13:00)."},{"issue":25,"date":"2021-04-16","title":"interviews Thani Shamsi of Datarade","url":"https://podcasts.apple.com/us/podcast/the-alternative-data-podcast/id1539909575?i=1000516755142","author":"Mark Fleming-Williams","pub":"the Alternative Data Podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["Marketplaces & discovery","Alt data industry"],"take":"Two things I’d highlight from this interview. First, I appreciated the overview of various marketplaces in the data space (minute 13:00). Second is the look ahead 5-10 years (minute 27:45). For the broader market, the key is building trust around data quality & pricing. I think that in parallel, the technology will improve (mostly via the growth of data standards) to a point where everyone within an organization feels comfortable accessing a wide array of data sources to make decisions."},{"issue":27,"date":"2021-04-30","title":"Alternative Data & Nowcasting are Trending Amongst Central Banks","url":"https://disruptionbanking.com/2021/03/18/alternative-data-and-nowcasting-are-trending-amongst-central-banks-dow-jones-explains-why/","domain":"disruptionbanking.com","section":"articles","topics":["Macro & economic signals","Alt data industry"],"take":"This is an example of the broadening market for alternative data. One of the many things COVID pulled forward was the realization for government policy-makers that waiting 30-60-90 days for GDP data is not fast enough in times of increasing volatility. “Waiting for the three-monthly cycle of GDP data is just not good enough.“"},{"issue":27,"date":"2021-04-30","title":"The Chase Is On For More Alternative Data Within Financial Services","url":"https://www-globalbankingandfinance-com.cdn.ampproject.org/c/s/www.globalbankingandfinance.com/the-chase-is-on-for-more-alternative-data-within-financial-services/amp/","author":"Global Banking & Finance Review","domain":"www-globalbankingandfinance-com.cdn.ampproject.org","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Alternative data will continue transform financial services over the coming years. The number of use cases are growing. What started as an input for sophisticated professional investors to generate alpha is turning into a tool for a wide range of decision-makers. Putting the data resources to work can help manage risk, improve decision making and generate value. The author makes the point that a key is the improving tools to democratize data access beyond the most data-savvy firms."},{"issue":27,"date":"2021-04-30","title":"Preparing For Data Deprecation The Right Way","url":"https://www.affinity.solutions/data-deprecation#forrester","author":"Forrester Consulting","domain":"affinity.solutions","section":"articles","topics":["Alt data industry"],"take":"The report lays out the big picture of this space. Alternative data is a key to future plans with 86% of survey respondents saying alt data will be valuable & 99% expecting at least some benefit from using alternative data. Investment in alt data is expected to increase by 23% over the next 12 months. That said, 92% of respondents said their tech was not “up-to-par” to navigate. The tech will eventually catch up. The future is bright."},{"issue":27,"date":"2021-04-30","title":"Fundamentals Of Statistics For Data Scientists and Analysts","url":"https://towardsdatascience.com/fundamentals-of-statistics-for-data-scientists-and-data-analysts-69d93a05aae7","author":"Towards Data Science","domain":"towardsdatascience.com","section":"articles","topics":["Analytics & data science"]},{"issue":27,"date":"2021-04-30","title":"Matei Zatreanu","url":"https://podcasts.apple.com/us/podcast/the-judgment-call-podcast/id1481654446?i=1000518137597","author":"Judgement Call Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry"],"take":"This was a great (& long) interview. Matei knows the alternative data space as well as anyone. Two things I would highlight:"},{"issue":27,"date":"2021-04-30","title":"The Quiet Voices","url":"https://podcasts.apple.com/us/podcast/the-quiet-voices-by-riwi/id1564607856?i=1000518671215","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry"],"take":"I really enjoyed this interview & look forward to more from the Quiet Voices podcast series. The conversation strikes a very optimistic tone. The interviewees talk about how early we are in the development of data ecosystems that will make it easier for data users everywhere to take advantage of the overwhelming amount of available data."},{"issue":28,"date":"2021-05-07","title":"The Rise of Alternative Data","url":"https://builtin.com/fintech/alternative-data","author":"Built-In’s Stephen Gossett","domain":"builtin.com","section":"articles","topics":["Alt data industry"],"take":"This was an excellent article. The author goes through current challenges of incorporating alternative data sources into the investment process & gets into detail about raw feeds vs aggregated data. With raw data, you deal with the heavy lift of data cleansing & the pitfalls within that process. Bottom line, raw data is great for those firms with high-end resources to interpret, but the vast majority of firms can’t do this well, and frankly, don’t want to be in that business. The leads to the projection into the future, which is further democratization of data access with better tools making the data easier to question and providing confidence in the output."},{"issue":28,"date":"2021-05-07","title":"Five insights about harnessing data and AI from leaders at the frontier","url":"https://www.mckinsey.com/business-functions/mckinsey-analytics/our-insights/five-insights-about-harnessing-data-and-ai-from-leaders-at-the-frontier","author":"McKinsey","domain":"mckinsey.com","section":"articles","topics":["AI & LLMs","Analytics & data science"],"take":"The article comes up with five (5) takeaways after talking to the leaders of four (4) leading data companies. SafeGraph, MeasurableAI, Orbital Insights & CrowdAI. The key takeaway for me was challenge of the sheer abundance of information & a lack of familiarity with next-generation analytics tools can be overwhelming."},{"issue":28,"date":"2021-05-07","title":"Why external data should be part of your data strategy","url":"https://mitsloan.mit.edu/ideas-made-to-matter/why-external-data-should-be-part-your-data-strategy","author":"MIT Sloan","domain":"mitsloan.mit.edu","section":"articles","topics":["Data monetization","Data strategy & culture"],"take":"There are two takeaways from me. The articulation of the “balance between making sure you're being helpful, but not overstepping in a way that feels intrusive.” For example, I’ve heard stories about Alexa can be “intrusive” which can be creepy while at the same time we still want our experience to be personalized. The other key for me was the trust factor in your data partners. The longer you're with that (data) partner, the better it is for you.” This partnership between data seller and buyer is key."},{"issue":28,"date":"2021-05-07","title":"Unlocking Value from Sensitive Alternative Data Sets","url":"https://leapyear.io/resources/blog-posts/unlocking-value-from-sensitive-alternative-data-sets-perspective-from-tony-berkman/","domain":"leapyear.io","section":"articles","topics":["Alt data industry"]},{"issue":28,"date":"2021-05-07","title":"Alternative data: The insurance industry's (not so) secret sauce","url":"https://www.insurancebusinessmag.com/us/news/technology/alternative-data-the-insurance-industrys-not-so-secret-sauce-254035.aspx#.YJFghkn8aRY.linkedin","author":"Insurance Business Magazine","domain":"insurancebusinessmag.com","section":"articles","topics":["Alt data industry"]},{"issue":28,"date":"2021-05-07","title":"Jennifer Agnes","url":"https://podcasts.apple.com/us/podcast/data-transformers-podcast/id1538437609?i=1000520003461","author":"Data Transformers Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Data strategy & culture"],"take":"Jennifer Agnes covers a lot of good high-level models for how to think about data & data strategy. She has an interesting perspective given her experience at multiple companies. Connection to value is the key to getting everyone to buy-in. Six pillars: 1-Understanding and creating the vision & value; 2-people and culture; 3- Operating model; 4- Data platforms, tech and architecture; 5- Data excellence; 6- articulation of strategy. I would add that it is key to get some early wins to get momentum on data projects."},{"issue":28,"date":"2021-05-07","title":"webinar","url":"https://vimeo.com/543305019","domain":"vimeo.com","section":"podcasts","topics":["Events & community","Data monetization"],"take":"This Webinar includes some thought-provoking ideas and charts about the real-world challenges of implementing a data strategy. I think we are at the stage where most companies realize they need to start using both internal & external data more effectively, just a big question about where to begin."},{"issue":29,"date":"2021-05-14","title":"The demise of third-party cookies and identifiers","url":"https://www.mckinsey.com/business-functions/marketing-and-sales/our-insights/the-demise-of-third-party-cookies-and-identifiers","author":"McKinsey","domain":"mckinsey.com","section":"articles","topics":["Regulation, privacy & compliance","Transaction & consumer data"],"take":"This is a hot topic. By 2022 most tech companies will require use opt-in to share user-generated data with outside sources (user data is used for valuable targeted advertising). Apple released iOS 14 in April. Early indicationsare only 4% of people have \"opted in\" to tracking."},{"issue":29,"date":"2021-05-14","title":"The Importance of Alternative Data in a Tough Lending Environment.","url":"The%20importance%20of%20alternative%20data%20in%20a%20tough%20lending%20environment.","section":"articles","topics":["Alt data industry","Analytics & data science"],"take":"Alternative Data will expand access to credit. The author covers the struggle caused by COVID on formerly stable datasets and how to interpret data and make good decisions in such an event. Future loan performance is linked to consumer stability. COVID created A LOT of volatility, but given the situation, this volatility might no longer be as tightly tied to consumer health. Alternative Data sources will help loan officers make better decisions."},{"issue":29,"date":"2021-05-14","title":"The world’s data explained: how much we’re producing and where it’s all stored","url":"https://www.weforum.org/agenda/2021/05/world-data-produced-stored-global-gb-tb-zb/","author":"The World Economic Forum","domain":"weforum.org","section":"articles","topics":["Macro & economic signals"],"take":"I thought this was an interesting big picture look at the data space. The article points to the tipping point being as a recent as 1996, when digital storage became more cost effective for storing information than paper. We currently have 600 “hyperscale data centers” (>5,000 servers) globally with 100 more added every two years. At this rate in 100+ years the amount of data will exceed all atoms on earth & data storage will consume more power than the rest of the globe combined. Wow."},{"issue":29,"date":"2021-05-14","title":"Finding Alt Datasets for Trading","url":"https://www.cuemacro.com/2021/05/01/finding-alt-datasets-for-trading/","author":"Saeed Amen","pub":"CueMacro","domain":"cuemacro.com","section":"articles","topics":["Investing & hedge funds"]},{"issue":29,"date":"2021-05-14","title":"Gene Ekster of AltDG","url":"https://podcasts.apple.com/us/podcast/the-alternative-data-podcast/id1539909575?i=1000519830616","author":"Mark Fleming-William’s Alt Data Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry"],"take":"Gene has a long history within the space and has great perspective. Most interesting is Gene’s view of the alt data space over the next 5-10 years. First is the coming industry consolidation (I agree) & second is industries outside of finance using this same sort of information to improve all sorts of aspects of their businesses (I agree)."},{"issue":29,"date":"2021-05-14","title":"Elizabeth Pritchard of Bitvore","url":"https://podcasts.apple.com/us/podcast/the-alternative-data-podcast/id1539909575?i=1000521065549","author":"Mark Fleming-William’s Alt Data Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry","Data monetization"],"take":"Elizabeth is another long-time data person with a unique perspective about where we have been and where we are going. Two things I found most interesting: first was Elizabeth’s thoughts around getting data “to flow to the use cases”. There is a huge need in the market to get the (massive amount of) data ready to be used. This is an enormous challenge. Second, her thoughts on creating “composable” data products priced by consumption."},{"issue":3,"date":"2020-11-13","title":"A Better Model for Economic Forecasting During the Pandemic","url":"https://hbr.org/2020/11/a-better-model-for-economic-forecasting-during-the-pandemic","domain":"hbr.org","section":"articles","topics":["Analytics & data science","Macro & economic signals"],"take":"This article makes a great point that the old way of forecasting needs to be updated. Forecasters, business leaders & policymakers are turning to real time alternative data sources to improve predictions. The article specifically calls out the importance of consumer transaction data (like that offered by 90 West Data) as a huge addition to the process."},{"issue":3,"date":"2020-11-13","title":"Washington Post article","url":"https://www.washingtonpost.com/business/energy/how-hedge-funds-seek-covid-clues-in-alternative-data-quicktake/2020/11/12/e9721a6e-24cd-11eb-9c4a-0dc6242c4814_story.html","domain":"washingtonpost.com","section":"articles","topics":["Marketplaces & discovery","Analytics & data science"],"take":"I think Eagle Alpha’s forecast is too low. As the article suggests, COVID-19 has really tested investors ability to project company trends. Using data beyond the typical corporate filing or government statistics is proving more valuable by the day."},{"issue":3,"date":"2020-11-13","title":"This was an interesting article","url":"https://www.fisglobal.com/insights/what-we-think/2020/november/driving-innovation-with-apis?utm_source=marketo&utm_medium=Email&utm_campaign=rise2020&mkt_tok=eyJpIjoiWmpZNE9EVmtOVEF4Wm1ReSIsInQiOiJuQ3Jpd2NxNnh2QmJub25haGd1dTRTaDJCcHBTVTdndTZxUlBzNGZBK0x3Tnl1Kzh0eUNzbGdRMG85ZG9aZGRCUlVqc1grU3NGZTdxd2RxYVk0bjhIWXZXQUxqR0t2d1NJN0xxM0Y2Qk93VzZDTElWWnJKY0Z5bThCUTdwYmR1VSJ9","author":"This was an interesting article","domain":"fisglobal.com","section":"articles","topics":["Data engineering"],"take":"I continue to believe we are in the early innings of fully utilizing data to improve decision making & customer experience. The data needed largely already exists. However, data is in a place or format that makes it difficult to extract value. Applying APIs to siloed data allows those data owners to best utilize an asset they already own."},{"issue":3,"date":"2020-11-13","title":"Alex Proimos speaks with Edward Tricker","url":"https://podcasts.apple.com/us/podcast/market-narratives/id1504172394?i=1000497376590","domain":"podcasts.apple.com","section":"podcasts","topics":["Investing & hedge funds"],"take":"Nice look into the real-life application of data in portfolio construction. Addressing some key issues for portfolio construction. Ed Tricker acknowledges that this is complicated and takes time. The fun part is that inputs & results are ever changing and you have to be on top of your game to stay ahead."},{"issue":3,"date":"2020-11-13","title":"This webinar was","url":"https://www.hedgeweek.com/webinar/how-alternative-data-research-necessity-todays-dynamic-market","domain":"hedgeweek.com","section":"podcasts","topics":["Events & community","Alt data industry"],"take":"Key takeaway was that remain in the early innings of alt data utilization. As time passes alt data will eventually become “table stakes” for institutional investors. Winners & losers TBD."},{"issue":30,"date":"2021-05-21","title":"Alternative Data: The Past, Present and Future: After 20 years in development, Alternative Data has come of age.","url":"Alternative%20Data:%20The%20Past,%20Present%20and%20Future:%20After%2020%20years%20in%20development,%20Alternative%20Data%20has%20come%20of%20age.","author":"Exabel","section":"articles","topics":["Alt data industry","Marketplaces & discovery"],"take":"Good overview of history and current state of the alternative data industry. Most interesting to me was the discussion about the coming consolidation and expansion. Consolidation among data vendors and expansion among the buyers of data & data insights."},{"issue":30,"date":"2021-05-21","title":"this article","url":"https://onestallion-my.sharepoint.com/personal/jfarrall_90westdata_com/Documents/Documents/90%20West/Alt%20Data%20Weekly/this%20article","domain":"onestallion-my.sharepoint.com","section":"articles","topics":["AI & LLMs"],"take":"I came across some of Andrew’s writing recently. He is quite accomplished (major understatement). In this article he suggests that when trying to improve Machine Learning results, researchers focus on changing the models when they could drive greater improvement if they would focus on improving the data inputs. ML needs massive amounts of clean, high quality data. He suggests the most important role of ML researchers is to make that high-quality data available. Garbage in, garbage out."},{"issue":30,"date":"2021-05-21","title":"Productizing and Monetizing Data","url":"https://www.ticksmith.com/white-papers/productizing-and-monetizing-data/","domain":"ticksmith.com","section":"articles","topics":["Data monetization","Regulation, privacy & compliance"],"take":"This is a playbook for data monetization. The article contains a lot of good information, most interesting to me was the compliance aspect and understanding the ”entire lifecycle of the data”. This includes the sources, possible destinations, conditions of storage, backup, retention, even the legal jurisdiction in which the data is physically located comes into play. This is a key issue, especially when selling to the heavily regulated institutional investment space."},{"issue":30,"date":"2021-05-21","title":"interviews","url":"https://podcasts.apple.com/us/podcast/whats-your-prior/id1517510561","author":"Damian Handzy","pub":"What’s Your Prior Podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["People & careers"],"take":"The three data industry veterans do a great job providing an overview of the challenges and opportunities within the space."},{"issue":30,"date":"2021-05-21","title":"Bruce Pon, Founder of Ocean Protocol","url":"https://podcasts.apple.com/us/podcast/the-crypto-conversation/id1471243424?i=1000496412641","author":"Crypto Conversation with Andy Pickering","domain":"podcasts.apple.com","section":"podcasts","topics":["Crypto & digital assets","Data monetization"],"take":"This is a good overview of Ocean Protocol. This gets a bit complex (around minute 16:00), but democratizing access to data is a worthy goal. Also, per the Andrew Ng article above, AI is starved for good data. Blockchain technology can be helpful in the discovery of price & quality while at the same time providing tools to control access/privacy."},{"issue":300,"date":"2026-07-24","title":"Bloomberg’s Last Stand","url":"https://theterminalist.substack.com/p/bloombergs-last-stand","author":"The Terminalist","domain":"theterminalist.substack.com","section":"articles","topics":["Market data & terminals"],"take":"I am assuming most ADW readers have already seen this piece as it was published just over a week ago. It is a must read when The Terminalist publishes anything. I set aside some time last weekend to read through this. There is a lot of insight here. I’ll focus on the idea of data FOMO."},{"issue":300,"date":"2026-07-24","title":"The Shift Left Manifesto - v2","url":"https://dataproducts.substack.com/p/the-shift-left-manifesto-v2","author":"Chad Sanderson","domain":"dataproducts.substack.com","section":"articles","topics":["Data governance & quality","Data engineering"],"take":"This is an update to The Shift Left Manifesto - v1, published March ‘25."},{"issue":300,"date":"2026-07-24","title":"The Context Moat Is Real, But Most Enterprises Don’t Have One Yet","url":"https://vinvashishta.substack.com/p/the-context-moat-is-real-but-most","author":"Vin Vashishta","domain":"vinvashishta.substack.com","section":"articles","topics":["AI & LLMs"]},{"issue":300,"date":"2026-07-24","title":"Data monetization for CFOs: How to find, assess and execute opportunities","url":"https://www.pwc.com/us/en/services/consulting/engineering-ai/data-ai/data-monetization/monetization-cfo-guide.html","author":"PwC & Eagle Alpha","domain":"pwc.com","section":"reading","topics":["Data monetization","Marketplaces & discovery"]},{"issue":300,"date":"2026-07-24","title":"Is TransUnion’s (TRU) Alternative Data Push Quietly Redefining Its Core Competitive Edge?","url":"https://simplywall.st/stocks/us/commercial-services/nyse-tru/transunion/news/is-transunions-tru-alternative-data-push-quietly-redefining/amp","author":"Simply Wall St","domain":"simplywall.st","section":"reading","topics":["Alt data industry"]},{"issue":300,"date":"2026-07-24","title":"Alternative Data May Soon Become Mainstream Investing Tool, Says S&P Global’s Aditya Sharma","url":"https://www.outlookmoney.com/invest/alternative-data-may-soon-become-mainstream-investing-tool-says-sp-global-aditya-sharma","author":"Rishabh Raj","domain":"outlookmoney.com","section":"reading","topics":["Alt data industry","Market data & terminals"]},{"issue":300,"date":"2026-07-24","title":"The Supreme Court Expands Privacy Rights to More Squarely Encompass Your Digital Footprint","url":"https://ccianet.org/articles/the-supreme-court-expands-privacy-rights-to-more-squarely-encompass-your-digital-footprint/","author":"Bruce Kappler","domain":"ccianet.org","section":"reading","topics":["Regulation, privacy & compliance"]},{"issue":300,"date":"2026-07-24","title":"AI Turns Plain English Into Backtests: Lord Abbett’s Tal Fishman","url":"https://www.ai-street.co/p/ai-turns-plain-english-into-backtests","author":"Matt Robinson","domain":"ai-street.co","section":"reading","topics":["AI & LLMs","Investing & hedge funds"]},{"issue":300,"date":"2026-07-24","title":"The Demand Perspective in Data","url":"https://sqlpatterns.com/p/the-demand-perspective-in-data","author":"Ergest Xheblati","domain":"sqlpatterns.com","section":"reading","topics":["Data strategy & culture"]},{"issue":300,"date":"2026-07-24","title":"Data Empire: The Power of Information to Organize, Control, and Dominate","url":"https://www.amazon.com/Data-Empire-Information-Organize-Dominate-ebook/dp/B0FW526WZL?ref_=kfw_samples_getbook_card","author":"Book Alert: Roopika Risam","domain":"amazon.com","section":"reading","topics":["Data strategy & culture"]},{"issue":300,"date":"2026-07-24","title":"Agentic Data Engineering Is Here — But Can It Close the Loop?","url":"https://dataengineeringcentral.substack.com/p/agentic-data-engineering-is-here","author":"Daniel Beach","domain":"dataengineeringcentral.substack.com","section":"reading","topics":["AI & LLMs","Data engineering"],"take":"This was a bit technical for me, but interesting to hear some of the pain points these two describe and what they are doing about it (Lu’s Founding story of Orchestra)."},{"issue":300,"date":"2026-07-24","title":"2026 State of AI Report: The Builder’s Economy","url":"https://www.iconiq.com/growth/reports/state-of-ai-2026","author":"ICONIQ","domain":"iconiq.com","section":"reading","topics":["AI & LLMs","Macro & economic signals"]},{"issue":301,"date":"2026-07-31","title":"Enterprise Data Is Becoming the Next Competitive Advantage","url":"https://maribethmartorana.substack.com/p/enterprise-data-competitive-advantage-ai","author":"Maribeth Martorana & Andy Graham","domain":"maribethmartorana.substack.com","section":"articles","topics":["AI & LLMs"],"take":"Once your internal data is organized (i.e., governed, structured, compliant, etc.), then the data’s value compounds when using AI tools."},{"issue":301,"date":"2026-07-31","title":"The Context Gap: Why Data Products Anchor AI Success","url":"https://moderndata101.substack.com/p/the-context-gap-why-data-products","author":"Srinivasa Mathkur","domain":"moderndata101.substack.com","section":"articles","topics":["AI & LLMs","Data monetization"],"take":"The models are very good, but they need very specific context to be great. This is where humans add a ton of value. “Knowing a lot in general” and “knowing enough about this specific situation, right now” are very different things. Models are very good at the former and need a lot of help to be very good at the latter."},{"issue":301,"date":"2026-07-31","title":"How Hedge Funds Source Web Data in 2026","url":"https://www.kadoa.com/blog/how-funds-source-web-data","author":"Adrian Krebs","domain":"kadoa.com","section":"articles","topics":["Web scraping & web data","Investing & hedge funds"],"take":"Web scraping is like a free puppy, not free beer. The maintenance is what gets you."},{"issue":301,"date":"2026-07-31","title":"The Cost of Information is Expensive","url":"https://www.mattober.co/p/the-cost-of-information-is-expensive","domain":"mattober.co","section":"articles","topics":["Alt data industry","Data monetization"]},{"issue":301,"date":"2026-07-31","title":"Discussion with The Terminalist.","url":"https://www.kimraconference.com/kimra-voice/discussion-with-the-terminalist/","author":"Simon Burton","domain":"kimraconference.com","section":"reading","topics":["Market data & terminals"]},{"issue":301,"date":"2026-07-31","title":"The State of Data Monetisation in African Financial Services","url":"https://home.alternata.io/state-of-data-monetisation-2026","author":"Matthew Bernath","domain":"home.alternata.io","section":"reading","topics":["Data monetization"]},{"issue":301,"date":"2026-07-31","title":"Is “jobs” a four-letter word?","url":"https://benn.substack.com/p/is-jobs-a-four-letter-word","author":"Benn Stancil","domain":"benn.substack.com","section":"reading","topics":["People & careers"]},{"issue":301,"date":"2026-07-31","title":"To Every Agent Its Own Database","url":"https://joereis.substack.com/p/to-every-agent-its-own-database","author":"Joe Reis","domain":"joereis.substack.com","section":"reading","topics":["AI & LLMs"]},{"issue":301,"date":"2026-07-31","title":"Point72 hires AI expert to predict weather for traders","url":"https://www.fnlondon.com/articles/why-these-ex-goldman-sachs-and-flow-traders-execs-think-wall-streets-blockchain-revolution-has-only-just-begun-569f5667","author":"Bilal Jafar","domain":"fnlondon.com","section":"reading","topics":["AI & LLMs","People & careers"]},{"issue":301,"date":"2026-07-31","title":"How to unlock the full value of your data","url":"https://www.inpublishing.co.uk/articles/how-to-unlock-the-full-value-of-your-data-26609","author":"James Evelegh","domain":"inpublishing.co.uk","section":"reading","topics":["Data monetization"]},{"issue":301,"date":"2026-07-31","title":"Ex-Balyasny PM: Quant is like Blackjack, Fundamental is like Poker","url":"https://www.youtube.com/watch?v=fG-pl1mFQVY","author":"Ethan Kho’s Odds on Open podcast","domain":"youtube.com","section":"reading","topics":["Investing & hedge funds"],"take":"Ying Hua, founder of Implied, breaks down how top multi-manager hedge funds synthesize quantitative discipline with discretionary analysis to extract repeatable market alpha."},{"issue":301,"date":"2026-07-31","title":"The Analyst Role Is Dead, No?","url":"https://www.newsletter.datadrivenvc.io/p/the-analyst-role-is-dead-no","author":"Andre Retterath","domain":"newsletter.datadrivenvc.io","section":"reading","topics":["Data governance & quality","People & careers"],"take":"Data quality is key. The job of the analyst is changing. Really cool review of use cases across the board."},{"issue":301,"date":"2026-07-31","title":"AI’s Role in Wealth Management","url":"https://www.lseg.com/content/dam/lseg/en_us/documents/gated/lseg-global-wealth-report-ai-2026.pdf","author":"LSEG","domain":"lseg.com","section":"reading","topics":["AI & LLMs","Market data & terminals"],"take":"Good data is key. Wonderful series of use cases for a very relationship-driven industry. Many would think this to be counterintuitive."},{"issue":301,"date":"2026-07-31","title":"Adaptive Retrieval","url":"https://press.spglobal.com/2026-07-21-S-P-Global-Launches-Adaptive-Retrieval,-Giving-Customers-a-New-Way-to-Access-Data-Across-AI-and-Agentic-Workflows","author":"Asymmetrix surveyed the industry: 56% have","domain":"press.spglobal.com","section":"reading","topics":["AI & LLMs","Market data & terminals"],"take":"Once an agent can easily query five vendors through the same connection, “our data is special” becomes a testable claim, checked in seconds, thousands of times a day. Bloomberg sees this, which is why their MCP faces inward. Keep the agent, keep the customer. S&P and LSEG are betting the opposite: open the pipes, win on trust, citations, and token efficiency."},{"issue":31,"date":"2021-05-28","title":"Connecting the dots between technology and insight","url":"https://www.institutionalassetmanager.co.uk/2021/03/29/297909/connecting-dots-between-technology-and-insight","author":"Institutional Asset Manager","domain":"institutionalassetmanager.co.uk","section":"articles","topics":["Investing & hedge funds","AI & LLMs"],"take":"This article addresses the impact technology is having on the entire business of managing money professionally. One aspect of this impact is the increase in the amount of data available to inform investment decisions. The article addresses the growing interest in AI and alternative data beyond the systematic & HFT firms to more fundamental focused investment professionals."},{"issue":31,"date":"2021-05-28","title":"Amid the Pandemic, Hedge Funds Grapple with Investments in New Tech and Alternative Data","url":"https://www.institutionalinvestor.com/article/b1r91vp0g7mynv/Amid-the-Pandemic-Hedge-Funds-Grapple-With-Investments-in-New-Tech-and-Alternative-Data","author":"Institutional Investor","domain":"institutionalinvestor.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"For those firms investing money into tech, the bulk of investments are in alternative data. I was struck by the heavy concentration among the larger firms (>$1b AUM). The article cites anecdotal evidence among the research that alternative data use will be stream-lined across the industry in the future (i.e. and then some of the smaller firms will start to invest). We are seeing a lot of VC money go towards companies that are trying to democratize access to these new data sources, but we remain in the early innings."},{"issue":31,"date":"2021-05-28","title":"Synthetic Data Removes Data Privacy Risks","url":"Synthetic%20Data%20Removes%20Data%20Privacy%20Risks","author":"Security Boulevard","section":"articles","topics":["Synthetic data","Regulation, privacy & compliance"],"take":"Synthetic data applies an algorithm that converts real data sets into a re-fabricated data set that (this is important) retains all the statistical properties of the original database without any of the sensitive personal information. Making data \"synthetic\" further democratizes data access & opens up a world of opportunities while eliminating risk. I am seeing wider acceptance of this practice and expect to hear more as broader acceptance will expand the potential market for data."},{"issue":31,"date":"2021-05-28","title":"Reimagining the Grocery Store with Data at the Center","url":"https://progressivegrocer.com/reimagining-grocery-store-data-center","author":"Progressive Grocer","domain":"progressivegrocer.com","section":"articles","topics":["Transaction & consumer data"]},{"issue":31,"date":"2021-05-28","title":"interviews Or Lechner & Omri Orgad of Bright Data","url":"https://podcasts.apple.com/us/podcast/data-talk/id1550097736?i=1000508609754","author":"Data Talk Podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["Web scraping & web data","Alt data industry"],"take":"Interesting conversation with a couple alternative data industry veterans. Most interesting to me was the discussion of use cases beyond investment market. Bright Data has a corporate focus. They discuss grocery & retail broadly. Lastly, they discuss the importance of ethical data collection. It is essential to not damage the ecosystem of data by being an unethical participant."},{"issue":31,"date":"2021-05-28","title":"Michael Recce","url":"https://podcasts.apple.com/us/podcast/the-alternative-data-podcast/id1539909575?i=1000522890622","author":"Mark Fleming-Williams","pub":"the Alternative Data Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Investing & hedge funds","Alt data industry"],"take":"Thought this episode was of particular interest because of Michael’s varied background in the data space. Most interesting to me was his bearishness on pockets of the traditional asset management space. Also interesting to see how dramatically the cost (people, data, compute) of developing a data team has dropped in recent years."},{"issue":31,"date":"2021-05-28","title":"Big Data = Big Growth","url":"https://www.scrapehero.com/alternative-data-the-investors-trump-card/","domain":"scrapehero.com","section":"podcasts","topics":["Data strategy & culture"]},{"issue":32,"date":"2021-06-04","title":"Getting Stated with AI: How Much Data Do You Need?","url":"https://2021.ai/getting-started-ai-how-much-data-needed/","author":"Benjamin Biering, former Head","pub":"Data Science at eBay","domain":"2021.ai","section":"articles","topics":["AI & LLMs","Analytics & data science"],"take":"The answer is “a lot”. Related to the Gavin Baker quote above, the more complex the AI models, the more data required to train those models (think of the complexity of self-driving cars). I would add, the more “high quality” data needed to train those models. AI is just getting started and the need for data is exploding. Add on that the last 1% will take as much computing power as the first 99%, and you can begin to grasp just how much data & compute power complex AI models will require."},{"issue":32,"date":"2021-06-04","title":"Next-Generation Nowcasting to Improve Decision Making in a Crisis","url":"https://www.mckinsey.com/Business-Functions/Risk/Our-Insights/Next-generation-nowcasting-to-improve-decision-making-in-a-crisis","author":"McKinsey","domain":"mckinsey.com","section":"articles","topics":["Macro & economic signals"],"take":"McKinsey brings thought leadership to this space. Typical economic data is subject to publication lags and exposes organizations to both missed opportunities & potential risks. This is particularly true during exogenous shocks like COVID as breaks occurred in the relationships between economic indicators. Today’s typical \"nowcasting\" models have become extremely complex, with many incorporating up to 50 assumptions. McKinsey suggests the approach to nowcasting be revamped and the number of variables reduced choosing only the most relevant, complementary, and robust key performance indicators (KPIs) for each sector and geography. This reduces risks of getting bad feedback from models & offers more confident insights to decision-makers."},{"issue":32,"date":"2021-06-04","title":"Data Set Match: Ticker Mapping","url":"https://datasetmatch.substack.com/p/data-set-match-ticker-mapping","author":"Allison Swihart","pub":"Syndetic","domain":"datasetmatch.substack.com","section":"articles","topics":["Alt data industry","Marketplaces & discovery"],"take":"When I started down the road as an alternative data vendor, I did not appreciate how important and how difficult it is to correctly map your data to stock tickers. This article does a good job of laying out the potential pitfalls in the process."},{"issue":32,"date":"2021-06-04","title":"Delta Sharing Protocol: The Evolution of Financial Data Sharing","url":"https://www.nasdaq.com/articles/delta-sharing-protocol%3A-the-evolution-of-financial-data-sharing-2021-05-26","author":"NASDAQ’s Bill Dague","domain":"nasdaq.com","section":"articles","topics":["Data engineering","Market data & terminals"]},{"issue":32,"date":"2021-06-04","title":"A Qualitative Guide to the Quants","url":"https://amp.ft.com/content/cff7e469-649e-492e-9c54-5b57d05615a7","author":"FT’s Jane Buchan","domain":"amp.ft.com","section":"articles","topics":["Investing & hedge funds"]},{"issue":32,"date":"2021-06-04","title":"Alpha Decay: what does it look like? And what does it mean for systematic traders?","url":"https://www.mavensecurities.com/alpha-decay-what-does-it-look-like-and-what-does-it-mean-for-systematic-traders/","author":"Maven Securities","domain":"mavensecurities.com","section":"articles","topics":["Investing & hedge funds"]},{"issue":32,"date":"2021-06-04","title":"Compliance Quarterly with Lowenstein Sandler.","url":"https://podcasts.apple.com/us/podcast/profiting-from-data/id1532057122?i=1000517038301","author":"Ronan Crosson","domain":"podcasts.apple.com","section":"podcasts","topics":["Regulation, privacy & compliance","Alt data industry"],"take":"Lowenstein Sandler’s Peter Greene and Ben Kozinn discuss the most pertinent legal & compliance topics that face the alternative data industry. This is an important topic. Most surprising to me was the interviewees saying the SEC has become much more sophisticated with regards to \\data than they have been in the past. As a data vendor, the good news is that once you have clear documentation of your “chain of data” & policies/procedures, you can answer any compliance questions with confidence."},{"issue":32,"date":"2021-06-04","title":"Trent McConaghy of Ocean Protocol – The Platform Making Waves in the Data Industry","url":"https://podcasts.apple.com/us/podcast/epicenter-learn-about-crypto-blockchain-ethereum-bitcoin/id792338939?i=1000499438055","author":"Epicenter Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Data monetization","Marketplaces & discovery"],"take":"This is a bit dated (November 2020) but I thought this was interesting to get some insight into how blockchain developers are thinking about monetizing data assets. Parts of this interview get technical but, high level, there is a fundamental misalignment between those creating data and those consuming it. Ocean Protocol is a platform which creates data marketplaces, providing an alternative to the current model. Data providers can sell their data via the platform to whoever wants to buy it. That data set is represented as a token. The value is a function of the usefulness of that data."},{"issue":32,"date":"2021-06-04","title":"Part 2 of an interview","url":"https://podcasts.apple.com/us/podcast/whats-your-prior/id1517510561","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry","Market data & terminals"]},{"issue":32,"date":"2021-06-04","title":"Why \"Data is the New Oil\" is Most Important Concept of our Generation","url":"https://www.youtube.com/watch?app=desktop&v=nQ38YyyKSNE&feature=share&ab_channel=BillSchmarzo","domain":"youtube.com","section":"podcasts","topics":["Data strategy & culture"]},{"issue":33,"date":"2021-06-11","title":"Why CEOs Must Lead a New Relationship with Data.","url":"https://www.teradata.com/Blogs/Why-CEOs-Must-Lead-a-New-Relationship-with-Data","author":"Chris Newbery","pub":"Teradata","domain":"teradata.com","section":"articles","topics":["Data strategy & culture"],"take":"This article is a bit of a commercial for Teradata, but I thought interesting and highlights the information overload theme from this week. Importantly, the C-level commitment to becoming a data driven organizing is the key. Focus on the right KPIs for the organization and refine the data from numerous points into a product that has value (back to the refining oil analogy). The article also discusses the “diminishing value” of additional data. See the information overload article below."},{"issue":33,"date":"2021-06-11","title":"building out its quant team","url":"https://www.arabianbusiness.com/banking-finance/464401-worlds-third-biggest-wealth-fund-grows-quant-team-with-new-hire","domain":"arabianbusiness.com","section":"articles","topics":["Investing & hedge funds","People & careers"],"take":"We are seeing ADIA (Sovereign Wealth Fund for Abu Dhabi) join GIC (Singapore) and CPPIB (Canada) as they all respond to the changes in financial markets driven by big data and quant strategies. These are some of the largest pools of capital in the world that are now taking data seriously. This is a great sign for the industry and continues to move alt data to become part of mainstream investment strategies."},{"issue":33,"date":"2021-06-11","title":"2021-2022 Data & Analytics Trends","url":"https://www.datasciencecentral.com/profiles/blogs/dean-of-big-data-2021-2022-data-amp-analytics-trends?xg_source=msg_appr_blogpost","domain":"datasciencecentral.com","section":"articles","topics":["Analytics & data science","AI & LLMs"],"take":"Bill forecasts upcoming trends in data science, highlighting nine different areas. Of most interest to me was the idea of “Autonomous Assets” that appreciate or become more valuable the more they are used. This is in line with topics highlighted in recent weeks about the massive amount of data needed to feed AI models. The more data inputs the better these models will be trained and “appreciate” more quickly."},{"issue":33,"date":"2021-06-11","title":"Stock exchanges seek out deals with data providers","url":"https://www.ft.com/content/3001b73f-60f5-419c-843f-656054ad8c89","domain":"ft.com","section":"articles","topics":["Marketplaces & discovery","Alt data industry"]},{"issue":33,"date":"2021-06-11","title":"Marko Trninic from AB InBev","url":"https://podcasts.apple.com/us/podcast/ravenpack-ctrl-alt-data-podcast-series/id1565139969?i=1000519021136","author":"RavenPack’s Ctrl Alt Data Podcast Series","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry"],"take":"RavenPack has a new podcast series called “Ctrl Alt Data”. Great name! Both podcasts I highlight this week are from this new series. This interview was the first episode."},{"issue":33,"date":"2021-06-11","title":"Jon Neitzell","url":"https://podcasts.apple.com/us/podcast/ravenpack-ctrl-alt-data-podcast-series/id1565139969?i=1000519021197","author":"RavenPack’s Inna Grinis","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry","Investing & hedge funds"],"take":"Another episode from RavenPack’s Ctrl Alt Data podcast series. Really enjoyed this conversation. One of the best I’ve heard when it comes to the real-life use of alternative data in the investment world. Data democratization is coming with the advent of low & no-code tools that allow non-data savvy investors answer key questions to improve performance. The “noise overwhelms the process” quote above comes from this podcast. Keep it simple to start. Get some early wins."},{"issue":33,"date":"2021-06-11","title":"interview with Michael Recce","url":"https://podcasts.apple.com/us/podcast/the-alternative-data-podcast/id1539909575?i=1000522890622","author":"I really enjoyed Mark Fleming-Williams’ recent [","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry","Investing & hedge funds"]},{"issue":34,"date":"2021-06-18","title":"Where is the eBay of data?","url":"https://thematiks.substack.com/p/where-is-the-ebay-of-data","domain":"thematiks.substack.com","section":"articles","topics":["Marketplaces & discovery"],"take":"Carlos argues there should be many more data markets connecting data buyers & sellers given the explosion in data being created and technologies such as cloud storage. The paper illuminates many of the issues and potential marketplace types that might best address the hurdles. I think we are still a long way from the many-to-many (Type 4) market described as ideal for exchanges this type of product. But the idea that a “data marketplace” could dwarf the value created by even the likes of Apple of Google is enough motivation to keep moving forward."},{"issue":34,"date":"2021-06-18","title":"Quantamental approach gains ground","url":"https://www.hedgeweek.com/2021/06/10/301690/quantamental-approach-gains-ground","author":"Hedgeweek","domain":"hedgeweek.com","section":"articles","topics":["Investing & hedge funds"],"take":"The article highlights the recent struggles of the pure quant manager. This recent underperformance has drawn some pure quants towards a more “quanamental” investment strategy where humans have some input along with the data. While fundamental & quant investors are described as speaking “different languages”, the gap is closing. In my experience, I am seeing both the quant firms move toward fundamentals & fundamental move towards quant, but as the article states, “If you don’t have people at the top supporting this shift, then it probably won’t happen.”"},{"issue":34,"date":"2021-06-18","title":"this article","url":"https://www.lowenstein.com/news-insights/publications/client-alerts/with-implications-for-web-scraping-by-hedge-funds-supreme-court-adopts-narrow-definition-of-authorized-access-in-computer-fraud-and-abuse-act-case-investment-management","author":"Law firm Lowenstein Sandler","domain":"lowenstein.com","section":"articles","topics":["Web scraping & web data","Regulation, privacy & compliance"],"take":"This was a random case about a police officer in Georgia that had big implications for the web-scraping community. You can dig into that case if interested, but the bottom line is that for fund managers using scraped data, the Supreme Court’s decision is an encouraging step in providing more certainty around the legal risks surrounding the use of web-scraped data. This was a big deal and closely watched by those in the industry."},{"issue":34,"date":"2021-06-18","title":"Private Equity Gradually Adopting Alternative Data","url":"https://www.alpha-week.com/private-equity-gradually-adopting-alternative-data","author":"Alpha Week & Neudata co-","domain":"alpha-week.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"]},{"issue":34,"date":"2021-06-18","title":"Budgets and alternative data","url":"https://www.cuemacro.com/2021/06/13/budgets-and-alternative-data/","author":"Saeed Amen","pub":"CueMacro","domain":"cuemacro.com","section":"articles","topics":["Alt data industry"]},{"issue":34,"date":"2021-06-18","title":"Data Marketplace Innovation at Amazon","url":"https://podcasts.apple.com/us/podcast/world-of-daas/id1570644971?i=1000524897068","domain":"podcasts.apple.com","section":"podcasts","topics":["Marketplaces & discovery","Data monetization"],"take":"Auren is one of those business leaders that I follow regularly (twitter, email list, etc). I really appreciate his thinking and look forward to more podcast episodes from him."},{"issue":34,"date":"2021-06-18","title":"Jacklyn Osborne of Bank America","url":"https://podcasts.apple.com/us/podcast/data-transformers-podcast/id1538437609","author":"Data Transformers Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Data governance & quality","Data monetization"],"take":"Jacklyn’s title is “Data Quality Control” executive at Bank America. Two things of interest. First, she calls data monetization the “next big thing”. However, calls out that this cannot happen without good data governance & quality management. Next, I’d call out the best practice of starting small and aligning to a specific use case. This is consistent with the need for early wins when working with data, this really helps earn the much-needed buy-in from the executive team."},{"issue":34,"date":"2021-06-18","title":"Read Something Great","url":"https://www.readsomethinggreat.com/","domain":"readsomethinggreat.com","section":"podcasts"},{"issue":35,"date":"2021-06-25","title":"6 Companies that are monetizing data","url":"https://www.nanalyze.com/2021/06/companies-alternative-data/","author":"NAnalysze","domain":"nanalyze.com","section":"articles","topics":["Data monetization"],"take":"The article highlights a couple companies I hadn’t heard of, so I found that interesting. The focus turns to the ethics of data collection & data monetization and takes the approach that we are all closely monitored, so there is nothing we can do about it. On a more positive note for those of us in the data business, the article concludes that if your company is not using data to drive your business, you’ll be quickly passed up by those who are."},{"issue":35,"date":"2021-06-25","title":"The Definitive Guide to External Data for Fintechs","url":"https://www.explorium.ai/resources/whitepapers-ebooks/the-definitive-guide-to-external-data-for-fintech","author":"Explorium","domain":"explorium.ai","section":"articles","topics":["Data monetization","Alt data industry"],"take":"This 22-page document is full of good information focused on how lenders and other non-investors can use alternative data. Two statistics I found interesting regarding online lenders. The “right” alternative data can reduce default rates by 10% (p. 11) & increase fraud detection by 92% (p. 14). The last section (p. 20) on streamlining the purchase and incorporation of external data becomes a commercial for Explorium, but highlights the important issue of making this type of information part of your everyday decision making process, this is hard to do."},{"issue":35,"date":"2021-06-25","title":"Three Reasons Why Family Offices Should Pay Closer Attention to Alternative Data.","url":"https://privatewealthintelligence.com/features/3-reasons-why-family-offices-should-pay-closer-attention-to-alternative-data/","author":"Market Currents","domain":"privatewealthintelligence.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Spoiler Alert: the three reasons are 1- to gain an objective view of a company’s financial health, 2- Alternative Data keeps investors ahead of the market, and 3- Alternative Data is 100% reliable."},{"issue":35,"date":"2021-06-25","title":"How Technology is Transforming the Dynamics of the Trading Floor","url":"https://internationalbanker.com/technology/how-technology-is-transforming-the-dynamics-of-the-trading-floor/","author":"International Banker","domain":"internationalbanker.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"]},{"issue":35,"date":"2021-06-25","title":"Alternative Data Industry forecast report","url":"https://www.getnews.info/1138263/alternative-data-market-report-2021-industry-overview-growth-rate-and-forecast-2026.html#ixzz6yQQVgUBs","author":"IMARC Group","domain":"getnews.info","section":"articles","topics":["Analytics & data science","Alt data industry"]},{"issue":35,"date":"2021-06-25","title":"Hillary Mason, CEO of Hidden Door","url":"https://podcasts.apple.com/us/podcast/world-of-daas/id1570644971?i=1000524716742","author":"Auren Hoffman’s World","pub":"DaaS podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Data monetization"],"take":"World of DaaS is one of the best new data-focused podcasts. This interview offers a lot of great insights. The two I would highlight are:"},{"issue":35,"date":"2021-06-25","title":"Bruce Pon","url":"https://www.youtube.com/watch?v=Y5fK0_bLZAk&ab_channel=SelaSelaDesign","author":"Battle","pub":"the Quants Worldwide’s Bartt Kellerman","domain":"youtube.com","section":"podcasts","topics":["Crypto & digital assets","Investing & hedge funds"],"take":"I am closely following progress at Ocean Protocol, and I went through the process to become a certified “Ocean Ambassador”. Ocean represents the intersection of two of my favorite growth areas, blockchain & data."},{"issue":36,"date":"2021-07-02","title":"Phil Lore, Chief Revenue Officer at Affinity Solutions","url":"https://martechseries.com/mts-insights/interviews/martech-interview-with-phil-lore-chief-revenue-officer-at-affinity-solutions/","author":"Paroma Sen","pub":"MarTech","domain":"martechseries.com","section":"articles","topics":["Alt data industry"],"take":"I’m trying to dig more on non-financial use cases for alternative data. I thought this was a good article focused on data generally, but data for consumer marketing specifically."},{"issue":36,"date":"2021-07-02","title":"Alt data: the fuel of the future?","url":"https://www.aidatatrading.com/blog/alt-data-the-fuel-of-the-future","author":"AI & Data Science in Trading","domain":"aidatatrading.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Two new statistics I had not heard. First, AIMA states that 53% of all investment firms are now tapping into alternative data. Second, the FT reports that BNP Paribas now dedicates ~10% of its market data budget for alternative data."},{"issue":36,"date":"2021-07-02","title":"As the Economy Recovers, Do You Have the Right Data to Ride the Wave?","url":"https://www.cmswire.com/digital-experience/as-the-economy-recovers-do-you-have-the-right-data-to-ride-the-wave/","author":"Ajay Khanna, the CMO","pub":"Explorium","domain":"cmswire.com","section":"articles","topics":["Macro & economic signals","Data strategy & culture"],"take":"Last year’s lockdown and subsequent re-opening can be seen as a big opportunity. “Never let a good crisis go to waste” – Churchill. Data driven companies have an edge over the competition. As data teams think about data strategy to drive the right insights in this changing world, Explorium argues they must include external data acquisition as an essential component (I agree). How to get it and how to use it are two big challenges. Those companies that do it well will come out of this crisis stronger."},{"issue":36,"date":"2021-07-02","title":"Using Third-Party Data to Make Smarter Decisions","url":"https://pages.awscloud.com/ADX-eBook-ADX-eBook-Blog-Compilation-ty.html","author":"AWS","domain":"pages.awscloud.com","section":"articles","topics":["Marketplaces & discovery","Alt data industry"]},{"issue":36,"date":"2021-07-02","title":"Four Stages of the Data Journey (and How to Get Ahead).","url":"https://insidebigdata.com/white-paper/the-four-stages-of-the-data-journey-and-how-to-get-ahead/","author":"Matillion","domain":"insidebigdata.com","section":"articles","topics":["Data engineering"]},{"issue":36,"date":"2021-07-02","title":"moderating an interview with","url":"https://www.youtube.com/watch?v=Dcsw9_ZlorM&ab_channel=AlphaEvents","domain":"youtube.com","section":"podcasts","topics":["Investing & hedge funds"],"take":"Good conversation from panelists with different views of the industry (data sellers & data buyers). Among the myriad of topics, the one that struck me as most interesting was the idea that the next phase of alpha generation will be driven by the combining of various data sets to sharpen the signal. This has the side benefit of staving off alpha decay as your proprietary methods of combining data will be more difficult to replicate."},{"issue":36,"date":"2021-07-02","title":"Sergey Fogelson, VP of Data Science & Modeling at Viacom.","url":"https://open.spotify.com/episode/0kqZSdQ195c1e15UbcB0N1?si=LqV2ApDpR7SCT2ItnNc-ew&dl_branch=1","domain":"open.spotify.com","section":"podcasts","topics":["Analytics & data science"],"take":"Interesting conversation that is more technical than I typically include in my weekly. I liked the bigger picture discussion around where we’ve been & where we are headed. The “next big thing” from a technical perspective according to Sergey is visualization and explain-ability. From a business perspective, best practices are a key to grow the industry more quickly. Lastly, buy-in by C-level people is key, particularly among more traditional enterprises."},{"issue":37,"date":"2021-07-09","title":"What’s Holding Us Back Now? ‘It’s the Data, Stupid’","url":"https://www.datanami.com/2021/06/24/whats-holding-us-back-now-its-the-data-stupid/","author":"Alex Woodie","pub":"Datanami","domain":"datanami.com","section":"articles","topics":["Analytics & data science"],"take":"There are two keys the article addresses. First is getting access to more and better data. According to the article, this is the biggest barrier. The next steps is democratizing access, which means people who don’t have degrees in statistics are going to have to be able to engage with the data in a way (“like magic”) to improve decision making."},{"issue":37,"date":"2021-07-09","title":"Why We Invested in Explorium","url":"https://sharin-fisher.medium.com/why-we-invested-in-explorium-b633d4c6b91c","author":"Sharin Fisher","pub":"Fort Ross Ventures","domain":"sharin-fisher.medium.com","section":"articles","topics":["Deals & funding","Alt data industry"],"take":"I wish all VCs published this sort of article after a high-profile deal. The key big picture statement is we are still at the very beginning of the 21st century data revolution. The big hype is still ahead of us."},{"issue":37,"date":"2021-07-09","title":"Uncovering the Fund Industry's Greatest Alt Data Challenges","url":"https://sqblog.eaglealpha.com/blog/uncovering-the-fund-industrys-greatest-challenges","author":"Eagle Alpha","domain":"sqblog.eaglealpha.com","section":"articles","topics":["Alt data industry","Marketplaces & discovery"],"take":"This article is informed by a survey of 24 buyside firms that are users of alternative data. Most surprising to me was the spending growth slowdown at firms with 3+ years of experience using alternative data (still growing spend, just at a slower rate). This is a rare cautious data point on the alternative data space. Not surprising is the commentary around internal bottlenecks creating delays when testing datasets. I have seen this be a big issue with prospective clients."},{"issue":37,"date":"2021-07-09","title":"Two-thirds of UK financial services companies now use alternative data to improve decision making","url":"https://www.institutionalassetmanager.co.uk/2021/06/30/302736/two-thirds-uk-financial-services-companies-now-use-alternative-data-improve","domain":"institutionalassetmanager.co.uk","section":"articles","topics":["Alt data industry"]},{"issue":37,"date":"2021-07-09","title":"interviews Chris Antipa of DecaData","url":"https://open.spotify.com/episode/2iQQEjYhkTbGFMgVFbEvVK?si=15IStvZBQYu6Q_P8ibFeEg&dl_branch=1","author":"Aubrey Hodges","pub":"Alternative Data News Podcast [","domain":"open.spotify.com","section":"podcasts","topics":["Alt data industry"],"take":"Aubrey is building a great library of data-focused interviews. Most interesting is Chris Antipa’s thoughts on running a business at the early stages and his commentary on the willingness of peers to share ideas. I have had similar experience and really enjoyed the collaborate nature of the alternative data space."},{"issue":37,"date":"2021-07-09","title":"In English Please","url":"https://open.spotify.com/episode/03ZG5Itd8YDaOLHu5dvIDt?si=VDx3zPnhTk6D95qdD3M2Rw&dl_branch=1","author":"The Banana Data Podcast","domain":"open.spotify.com","section":"podcasts","topics":["Analytics & data science"],"take":"This is a data-focused podcast I recently came across. They’ve built a good library of episodes that is worth checking out. This episode describes various data science topics “in English”. Interesting listen, particularly for us non-data-science people."},{"issue":37,"date":"2021-07-09","title":"interviews","url":"https://databricks.com/discover/data-brew/s1-e6-journey-of-big-data","author":"Databricks [","domain":"databricks.com","section":"podcasts","topics":["Data engineering","Data strategy & culture"]},{"issue":37,"date":"2021-07-09","title":"Creation vs Curation","url":"https://lp.summurai.com/creation-vs-curation-rething-your-blog/","domain":"lp.summurai.com","section":"podcasts"},{"issue":37,"date":"2021-07-09","title":"Walking is good for you.","url":"https://www.eatthis.com/news-study-walking-sleep-death/","domain":"eatthis.com","section":"podcasts"},{"issue":38,"date":"2021-07-16","title":"Data Tokenization: Morphing The Most Valuable Good Of Our Time Into A Democratized Asset","url":"https://www.forbes.com/sites/philippsandner/2021/07/06/data-tokenization-morphing-the-most-valuable-good-of-our-time-into-a-democratized-asset/?sh=2ec91dad2860","author":"Philipp Sander","pub":"Forbes","domain":"forbes.com","section":"articles","topics":["Crypto & digital assets","Data monetization"],"take":"This is a good, detailed, long read. The author argues that the data economy is low-hanging fruit for blockchain technology. The benefits to using the blockchain to access data allows for improved security, privacy, democratization, monetization, decentralization, and transparency. He highlights Ocean Protocol, which I have written about in previous weeks. The blockchain can provide the structure as data evolves into an asset class that can be traded and owned."},{"issue":38,"date":"2021-07-16","title":"Data Marketplaces vs. External Data Platforms","url":"https://www.explorium.ai/blog/data-marketplaces-vs-external-data-platforms/","author":"Explorium","domain":"explorium.ai","section":"articles","topics":["Data monetization","Marketplaces & discovery"],"take":"The idea of data marketplaces seems to be hot topic in recent weeks (see above article). The process of buying & selling data is inefficient. The firms that come together to streamline the process & figure out how to get the right data to the right people at the right time will create a TON of value. Today, there are several firms (Explorium included) trying to solve this problem. Building both the supply & demand is tough enough, but to make the data easily discoverable and provide the tools to engage with the data is a daunting challenge."},{"issue":38,"date":"2021-07-16","title":"Building the Data Mosaic.","url":"https://www.exabel.com/blog/building-the-data-mosaic-with-exabel","author":"Mark Fleming-Williams","pub":"Exabel","domain":"exabel.com","section":"articles","topics":["Investing & hedge funds"],"take":"This ties in with the theme of my July 2, 2021 email: the next phase of alpha generation will come from artfully combining various datasets to create unique insight."},{"issue":38,"date":"2021-07-16","title":"Top 5 problems with big data - and how to solve them","url":"https://www.piesync.com/blog/top-5-problems-with-big-data-and-how-to-solve-them/","author":"Pie-sync","domain":"piesync.com","section":"articles","topics":["Data strategy & culture"]},{"issue":38,"date":"2021-07-16","title":"Jonathan Regenstein of Truist Securities","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-truist-securities-episode","author":"Mark Fleming-Williams","domain":"shows.acast.com","section":"podcasts","topics":["People & careers"],"take":"This is Mark’s first sell-side interview. I found this interview particularly interesting given my background on the sell-side. There is huge opportunity for traditional sell-side analysts to incorporate insights from data into their research. This does not risk the job of the expert senior stock analyst but rather increases the opportunity for them to become the trusted source for stock-specific research. Most interesting to me was Jonathan’s discussion of their three core data sources & how they bring them together and incorporate them into the research process."},{"issue":38,"date":"2021-07-16","title":"interviews","url":"https://open.spotify.com/episode/1VpbJ4ueLYhVMGiSNQGgmU?si=lmGw30OASfaxVklzK-GLlw&context=spotify%3Ashow%3A1Bg0KC8V3uVlKygeLUhM3f&dl_branch=1","author":"Eagle Alpha’s Profiting","pub":"Data podcast [","domain":"open.spotify.com","section":"podcasts","topics":["Web scraping & web data","Marketplaces & discovery"],"take":"They discuss Bright Data’s recent survey of data users (see my April 16, 2021 newsletter). The key is 20%+ use data every day. Impressive, but lots of room for growth in the industry. Most interesting was Omri’s idea that the next big thing will be “layering” of more data sources. Essentially this means combining two or more data sets to improve the accuracy of the output."},{"issue":38,"date":"2021-07-16","title":"Qi Insights","url":"https://qiinsights.com/","domain":"qiinsights.com","section":"podcasts"},{"issue":38,"date":"2021-07-16","title":"The Best of Balaji","url":"https://www.bestofbalaji.com/","domain":"bestofbalaji.com","section":"podcasts"},{"issue":39,"date":"2021-07-23","title":"Quants split on who wins in the alt-data gold rush","url":"https://www.risk.net/investing/quant-investing/7857091/quants-split-on-who-wins-in-the-alt-data-gold-rush","author":"Rob Mannix","pub":"Risk.net","domain":"risk.net","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Good article on alt data winner and losers … or rather the BIG winners versus the REALLY BIG winners. There is a lot of noise in the market and there is question about who benefits the most, the big, heavily funded managers with billions of AUM or the smaller more nimble managers that don’t have the liquidity constraints."},{"issue":39,"date":"2021-07-23","title":"South Korea Kicks Off 'Data Dam'","url":"https://finance.yahoo.com/news/korea-kicks-off-data-dam-123000317.html","domain":"finance.yahoo.com","section":"articles","topics":["AI & LLMs"],"take":"This is a signpost that we will potentially look back on as a key positive inflection. Korea’s “data dam” is designed to collect data from public and private sources and then standardize the data so it can be analyzed. This is part of the “Korean Digital New Deal”. This is one step in governments acknowledging that it is important to become leaders in AI development. The key to leading AI development is access to vast amounts of good data. Korea is formally taking steps to make sure their companies have access to massive amounts of data."},{"issue":39,"date":"2021-07-23","title":"Asset Management: The Industry's Data-Driven Future has Arrived","url":"https://www.bnymellon.com/content/dam/bnymellon/documents/pdf/insights/asset-manager-transformation-is-already-here-overview.pdf.coredownload.pdf","author":"BNY Mellon","domain":"bnymellon.com","section":"articles","topics":["Data strategy & culture","Data engineering"],"take":"The paper highlights Five Themes:"},{"issue":39,"date":"2021-07-23","title":"Alternative Data Changed Fundamental Analysis Forever.","url":"https://www.linkedin.com/pulse/alternative-data-changed-fundamental-analysis-forever-donald-wood/","author":"Alt Data Industry veteran Don Wood","domain":"linkedin.com","section":"articles","topics":["Alt data industry"]},{"issue":39,"date":"2021-07-23","title":"Henry Schuck, CEO of ZoomInfo","url":"https://www.safegraph.com/podcasts/henry-schuck-zoominfo-building-a-billion-dollar-data-company","author":"SafeGraph World","pub":"DAAS podcast","domain":"safegraph.com","section":"podcasts","topics":["Data monetization"],"take":"World of DAAS is among my favorite new data-focused podcasts. Key takeaways for me include the focus on a niche. The idea of determining which aspects of the data you should focus on (breadth, depth, accuracy). Great to hear them talk about the growth of data businesses and how data will be a BIG driver of value going forward."},{"issue":39,"date":"2021-07-23","title":"Avi Rosenbluth","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-avi-rosenbluth-episode","author":"Mark Fleming-Williams","domain":"shows.acast.com","section":"podcasts","topics":["Investing & hedge funds","Alt data industry"],"take":"I find it interesting to hear the perspective of buy-siders. Most interesting to me was the discussion about why more firms are not currently using alternative data sources despite incentives to do so. If anything, investors are using alternative data to “tweak” investment decision rather than drive investment decisions."},{"issue":4,"date":"2020-11-20","title":"use of alternative data by institutional investors","url":"https://www.asianinvestor.net/article/alternative-data-underused-but-has-potential-for-esg/464971","author":"Asian Investor","domain":"asianinvestor.net","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Every week I see more examples of global investment firms exploring the use of alternative data to augment their decision-making processes. We are still in the early innings and, at best, most firms are incorporating alt data in a pretty “vanilla” fashion."},{"issue":4,"date":"2020-11-20","title":"KPI dashboards for decision makers","url":"https://www.linkedin.com/pulse/how-do-you-create-best-kpi-dashboard-your-business-bernard-marr/","domain":"linkedin.com","section":"articles","topics":["Analytics & data science","People & careers"],"take":"Making it simple is really complicated (See the Steve Jobs quote at beginning of email). I wanted to highlight this article as I believe the key roadblock to using data broadly across organizations is the ability to make it simple. This is a huge key to addressing the corporate market going forward. Dashboards need to provide a curated fine dining experience, not a buffet of random data."},{"issue":4,"date":"2020-11-20","title":"Death by Fintech","url":"https://stray-reflections.com/article/162/Death_by_Fintech","domain":"stray-reflections.com","section":"articles","topics":["Alt data industry","Data strategy & culture"],"take":"Stray Reflections is one of my favorite sources of thought-provoking writing. I broadly lump “Alt Data” in with Fintech as every part of the financial ecosystem will be disrupted by big data and tech over the next 10-20 years. Barriers will get lowered, margins will get squeezed, multiples will expand for the disrupters and shrink for the disrupted. We will look back and wonder how we made big decisions without using all the information at our disposal."},{"issue":4,"date":"2020-11-20","title":"AI in Action podcast interviews Nick Adams","url":"https://podcasts.apple.com/us/podcast/ai-in-action/id1442272943?i=1000499196701","author":"[AI in Action podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["AI & LLMs","Analytics & data science"],"take":"Differential Ventures is a VC fund focused on data science start-ups. Great to see resources focused on this high growth space. The fact that a fund can focus so specifically on this area demonstrates the significant potential. Interesting to see how they look at the space and where they see the growth. See my notes below."},{"issue":4,"date":"2020-11-20","title":"interviews PWC’s Neil Hampson","url":"https://podcasts.apple.com/us/podcast/profiting-from-data/id1532057122?i=1000498489476","author":"Profiting","pub":"Data podcast’s Emmett Kilduff [","domain":"podcasts.apple.com","section":"podcasts","topics":["Data monetization"],"take":"This was a valuable interview. I loved the analogies using the Economist quote ”data is the new oil”. It is true data is trending towards being as valuable as oil, but the extraction cost remain highest and the refining of the data into something easily usable by your entire organization remains a challenge."},{"issue":40,"date":"2021-07-30","title":"What’s big data really worth?","url":"https://thematiks.com/2021/07/23/whats-big-data-really-worth/","author":"Thematiks","domain":"thematiks.com","section":"articles","topics":["Data strategy & culture"],"take":"This article is a summary of a large amount of academic research. Most notably Marco Iansiti’s working paper titled The Value of Data and Its Impact on Competition. 2021."},{"issue":40,"date":"2021-07-30","title":"A New Dimension of Data","url":"https://www.refinitiv.com/content/dam/marketing/en_us/documents/gated/reports/a-new-dimension-of-data.pdf","domain":"refinitiv.com","section":"articles","topics":["Market data & terminals"],"take":"For me the primary takeaway is found on pages 7-8. The authors run through data customers, sources, and intermediaries. Within the industry, steps are being taken to make the data buying process more transparent & trustworthy…with the goal of long-term sustained industry growth."},{"issue":40,"date":"2021-07-30","title":"Data Valuation: Understanding the Value of your Data Assets","url":"https://www2.deloitte.com/content/dam/Deloitte/global/Documents/Finance/Valuation-Data-Digital.pdf","author":"Deloitte","domain":"www2.deloitte.com","section":"articles","topics":["Data monetization","Deals & funding"],"take":"This is a good framework for data owners to better understand the value of their “data asset”. The author provides key questions data owners should ask themselves to better understand benefits of better utilizing internal data. While addressing both associated costs and risks."},{"issue":40,"date":"2021-07-30","title":"interviews Sol Rashidi","url":"https://www.thoughtspot.com/data-chief/podcast","author":"Cindi Howson","domain":"thoughtspot.com","section":"podcasts","topics":["Investing & hedge funds","Analytics & data science"],"take":"Great interview. As I spend most of my time on the investment professional market, I found it interesting to hear about data from the corporate perspective. Most interesting was the idea that you need to apply a “product mindset” (21:00) as a tool for internal stakeholders. In order that data be democratized across an organization, the data needs to be “at your fingertips” & must “come to life” (26:40) for the user. Think big. Start Small."},{"issue":40,"date":"2021-07-30","title":"Low Code And High Quality Data Engineering For The Whole Organization with Prophecy","url":"https://www.dataengineeringpodcast.com/prophecy-low-code-data-engineering-episode-204/","author":"Tobias Macey","pub":"the Data Engineering Podcast","domain":"dataengineeringpodcast.com","section":"podcasts","topics":["Data engineering"],"take":"While more technical than the typical podcast I would summarize, I was drawn to this podcast based on the Sol Rashidi interview summarized above in which she describes the need make engaging with data easier. Prophecy is re-imagining what the tools look like for data management and processing. They are making it easier for everyone to engage with data. There is a lot of VC money being poured into companies that are trying to solve this problem. Prophecy has traction and it is good to understand how the CEO defines the problem he is trying to solve & the key performance indicators to gauge progress."},{"issue":40,"date":"2021-07-30","title":"The Lesson to Unlearn","url":"http://paulgraham.com/lesson.html","domain":"paulgraham.com","section":"podcasts"},{"issue":42,"date":"2021-08-13","title":"Breaking Down the Barriers.","url":"https://internationalbanker.com/technology/breaking-down-the-barriers/","author":"Martin Groot","pub":"International Banker an article titled","domain":"internationalbanker.com","section":"articles","topics":["Analytics & data science","Data monetization"],"take":"Two things I found interesting from this survey of financial services firms. First is the continued major challenges around onboarding & operationalizing data. Next is the move toward DAAS (Data As A Service). It is a blending of data management & data analytics whereby the user of the data does the analytics where the data resides (and quality is assured) rather than importing loads of data into an in-house analytics function."},{"issue":42,"date":"2021-08-13","title":"6 trends in data and artificial intelligence for 2021 and beyond","url":"https://mitsloan.mit.edu/ideas-made-to-matter/6-trends-data-and-artificial-intelligence-2021-and-beyond","author":"Sara Brown","pub":"MIT","domain":"mitsloan.mit.edu","section":"articles","topics":["AI & LLMs","Analytics & data science"],"take":"The article focuses on ThoughtSpot’s Cindi Howson and her recent participation at MIT’s CDOIQ Symposium. Cindi identifies the below listed six trends in data, analytics & artificial intelligence that can help orient leaders in a shifting landscape."},{"issue":42,"date":"2021-08-13","title":"Fluid Data Dynamics","url":"https://www2.deloitte.com/us/en/insights/industry/public-sector/government-trends/2021/fluid-government-data-dynamics.html","author":"Deloitte","domain":"www2.deloitte.com","section":"articles","topics":["Data governance & quality","Macro & economic signals"],"take":"This article focuses on how governments can more effectively share public data. This is the first I’ve come across the interesting standardization acronym of “F.A.I.R.” principles (Findable, Accessible, Interoperable, Reusable)."},{"issue":42,"date":"2021-08-13","title":"G20’s Data Gaps Initiative","url":"https://www.imf.org/en/News/Articles/2020/10/06/pr20306-fsb-and-imf-publish-2020-progress-report-on-g20-data-gaps-initiative","domain":"imf.org","section":"articles","topics":["Macro & economic signals"]},{"issue":42,"date":"2021-08-13","title":"Kyle Kirwin, Co-Founder & CEO of BigEye","url":"https://datafounders.io/contributors/bigeye","author":"Peter Zhegin","pub":"Data Founders","domain":"datafounders.io","section":"podcasts","topics":["Data governance & quality"],"take":"I enjoyed this interview. A few things of particular interest."},{"issue":42,"date":"2021-08-13","title":"Sean Taylor, Data Science Manager at Lyft","url":"https://thedataexchange.media/the-evolution-of-the-data-science-role-and-of-data-science-tools/","author":"Jenn Webb & Ben Lorica","pub":"The Data Exchange Podcast","domain":"thedataexchange.media","section":"podcasts","topics":["Analytics & data science","Marketplaces & discovery"],"take":"Most interesting to me was Sean’s opinion that data science climbing higher in the hierarchy of needs within organizations. As a result of the relentless march of technological improvement, we are seeing further specialization of data roles. At minute 40:00, the discussion turns to defining the problem you are trying to solve and the idea that you need to keep the big picture in mind and understand how “success” is measured."},{"issue":42,"date":"2021-08-13","title":"Ravit Jain","url":"https://www.linkedin.com/in/ravitjain/","domain":"linkedin.com","section":"podcasts"},{"issue":42,"date":"2021-08-13","title":"@TheBrowser","url":"https://twitter.com/TheBrowser/status/1424710251614457862","domain":"twitter.com","section":"podcasts"},{"issue":43,"date":"2021-08-20","title":"The Rise and Rise of the Financial Data Marketplace","url":"https://a-teaminsight.com/the-rise-and-rise-of-the-financial-data-marketplace/?brand=tti","author":"Trading Tech Insight","domain":"a-teaminsight.com","section":"articles","topics":["Marketplaces & discovery","Investing & hedge funds"],"take":"This is a thorough article on data marketplaces (DMs). This is an interesting topic I have written about in recent weeks and continue to study. I am eager to watch DMs evolve."},{"issue":43,"date":"2021-08-20","title":"What is Machine Learning?","url":"https://towardsdatascience.com/what-is-machine-learning-e67043a3a30c","author":"Giorgos Myrianthous","pub":"Towards Data Science","domain":"towardsdatascience.com","section":"articles","topics":["AI & LLMs","Analytics & data science"],"take":"This is a good high-level overview of Machine Learning. This term can mean different things to different people. One theme when it comes to maintaining the pace of advancement is the machine's need for access to massive amounts of quality data inputs. This is not always readily available. One point the author makes is the idea of training machines to extract information…essentially trainings machines to separate quality data from junk. This is a tough problem, but if resolved would open up access to enormous data."},{"issue":43,"date":"2021-08-20","title":"survey of data leaders","url":"https://www.businesswire.com/news/home/20210812005242/en/Data-Warehouse-Costs-Soar-ROI-Still-Not-Realized","domain":"businesswire.com","section":"articles","topics":["Data strategy & culture"],"take":"Most interesting from the survey is that most (56%) of the data leaders surveyed indicated they have no consistent way of measuring ROI. It is tough to determine effectiveness of your investment if you don’t have a method of measuring success."},{"issue":43,"date":"2021-08-20","title":"Alternative Data in China","url":"https://www.man.com/maninstitute/alternative-data-in-china?hsamp_network=linkedin&hsamp=buMHDvT5Nirk3","author":"Hinesh Kalian & Cassy Singh","pub":"MAN Group","domain":"man.com","section":"articles","topics":["Alt data industry"]},{"issue":43,"date":"2021-08-20","title":"Russell Korgaonkar, CIO of Man AHL","url":"https://flirtingwithmodels.libsyn.com/russell-korgaonkar-optimizing-the-research-process-s4e15","domain":"flirtingwithmodels.libsyn.com","section":"podcasts","topics":["Investing & hedge funds"],"take":"Always good to hear from buy-siders, especially systematic investors. Most interesting was the commentary around how the research process has evolved as \"the bar” has become higher and will continue to get higher. The shelf-life of a strategy is a bit shorter, in need of constant evolution."},{"issue":43,"date":"2021-08-20","title":"Nathan Mannheimer,","url":"https://banana-data.buzzsprout.com/300035/9034768-data-visualization-w-nathan-mannheimer-director-of-data-science-ml-at-tableau","author":"The Banana Data Podcast","domain":"banana-data.buzzsprout.com","section":"podcasts","topics":["Analytics & data science","AI & LLMs"],"take":"The group discusses visualization as a tool to communicate the story from the data. The human brain can process visuals 60,000x faster than text."},{"issue":43,"date":"2021-08-20","title":"Memetic Tribes of Culture War 2.0","url":"https://medium.com/s/world-wide-wtf/memetic-tribes-and-culture-war-2-0-14705c43f6bb","domain":"medium.com","section":"podcasts"},{"issue":44,"date":"2021-08-27","title":"How Fidelity is playing ‘Moneyball’ in asset management","url":"https://www.marketwatch.com/story/how-fidelity-is-playing-moneyball-in-asset-management-11629844116","author":"MarketWatch","domain":"marketwatch.com","section":"articles","topics":["Data strategy & culture","People & careers"],"take":"I like the Moneyballanalogy. Bottom line, Fidelity has hired a few big guns into roles that previously did not exist within Fidelity. The goal is to make sure Fidelity clients have access to Big Data resources. The new team is tasked with developing systematic products driven by unique data sources for Fidelity’s customers. This is a good sign as data access will be further democratized. Also noted towards the end of the article is that Fidelity has sights on creating a “purely systematic” fund for clients."},{"issue":44,"date":"2021-08-27","title":"As The Demand For Data Intensifies, The Need For Coding Experience Becomes Less Clear","url":"https://finance.yahoo.com/news/demand-data-intensifies-coding-experience-182749405.html","author":"Kumesh Aroomoogan, co-founder and CEO, Accern","domain":"finance.yahoo.com","section":"articles","topics":["Analytics & data science"],"take":"in 2011 McKinsey forecast that by 2021 we would need 190,000 just in the US (we’ve fallen short of that number). Bottom line, the tools have improved making it easier for the non-data-scientist to engage with the data. This progress will continue and likely accelerate in coming years. Good news for providers of data into this space."},{"issue":44,"date":"2021-08-27","title":"Alternative Reality? The Rise of Alternative Data","url":"https://insideanalysis.com/article/alternative-reality-the-rise-of-alternative-data/","author":"Stephen Swoyer","pub":"Inside Analysis","domain":"insideanalysis.com","section":"articles","topics":["Alt data industry"],"take":"Good article with a lot of the usual players like Thinknum & Exabel referenced. Most interesting to me was the idea that, going forward, there is growing corporate interest in sharing data up & down the supply chain to help make processes more efficient."},{"issue":44,"date":"2021-08-27","title":"Turning Data into Insights","url":"https://www.investhk.gov.hk/en/case-studies/turning-data-insights.html","author":"InvestHK","domain":"investhk.gov.hk","section":"articles","topics":["AI & LLMs"]},{"issue":44,"date":"2021-08-27","title":"Ways Alt Data Can Be Used As A Force For Good","url":"https://digileaders.com/ways-alt-data-can-be-used-as-a-force-for-good/","author":"Or Lencher, CEO","pub":"Bright Data & Digital Leaders","domain":"digileaders.com","section":"articles","topics":["Alt data industry","Web scraping & web data"]},{"issue":44,"date":"2021-08-27","title":"JoAnn Stonier, Chief Data Officer of MasterCard","author":"Cindi Howson","pub":"ThoughtSpot, The Data Chief","section":"podcasts","topics":["Data strategy & culture","Transaction & consumer data"],"take":"This interview with JoAnn Stonier caught my eye as I am in the business of understanding transaction card data. I had not heard from JoAnn in the past but found this interview to be an absolute wealth of information. Tough to narrow it to 1-2 items that are of particular interest."},{"issue":44,"date":"2021-08-27","title":"Brad Schneider of Nomad Data","author":"We Live to Build podcast","section":"podcasts","topics":["Transaction & consumer data"],"take":"Brad has been around the data space for a long time and brings valuable perspective. This interview is a great high-level overview of the larger data space. Most interesting to me was Brad’s idea that users on both ends of the transaction (buyers & sellers) will, over time, train models to make it easier for the right person to find the right data at the right time."},{"issue":44,"date":"2021-08-27","title":"The Link Between Great Thinking and Obsessive Walking","url":"https://lithub.com/on-the-link-between-great-thinking-and-obsessive-walking/","domain":"lithub.com","section":"podcasts"},{"issue":45,"date":"2021-09-03","title":"completed a survey","url":"https://www.precisely.com/resource-center/analystreports/data-integrity-trends","domain":"precisely.com","section":"articles","topics":["Data strategy & culture"],"take":"Many great insights in this report. Bottom line from executive summary: enterprises believe they have now laid the foundations for data-driven decision-making and automation at least quite successfully, but they also reported significant struggles. There’s still a way to go before staff will trust data-driven insights over their own intuitions."},{"issue":45,"date":"2021-09-03","title":"Pyth Launch to Bring Quant Firms’ Market Data to Solana","url":"https://www.nasdaq.com/articles/pyth-launch-to-bring-quant-firms-market-data-to-solana-2021-08-25","domain":"nasdaq.com","section":"articles","topics":["Market data & terminals","Investing & hedge funds"],"take":"This could be a Labor Day weekend rabbit hole for you to wander down. Within the data-meets-blockchain-world, beyond the Ocean Protocol data marketplace initiative, I am watching the “oracle” space. “Oracles” are used to pull off-chain data (I would describe as normal data) onto a crypto network in a timely & trusted fashion, typically to inform smart contracts. The Pyth Network recently went liveand has support from some major players will service DeFi projects by delivering straight-from-the-source data to Wall Street traders. One to watch."},{"issue":45,"date":"2021-09-03","title":"Deep Dive on Data Catalogs: Three Tools to Consider","url":"https://www.eckerson.com/register?content=deep-dive-on-data-catalogs-three-tools-to-consider","author":"Joe Hilleary","pub":"Eckerson Group","domain":"eckerson.com","section":"articles","topics":["Marketplaces & discovery","Data governance & quality"]},{"issue":45,"date":"2021-09-03","title":"other","url":"https://www.openpr.com/news/2364295/global-alternative-data-market-is-expected-to-witness-50-0-cagr","domain":"openpr.com","section":"articles","topics":["Alt data industry"]},{"issue":45,"date":"2021-09-03","title":"Auren Hoffman","url":"https://somethingventured.us/author/kent/","author":"Something Ventured with Kent Lindstrom","domain":"somethingventured.us","section":"podcasts","topics":["Geospatial & location","People & careers"],"take":"I follow Auren’s work regularly and strive to build a data company comparable to SafeGraph (90 West will focus on transactions while SafeGraph focuses on location data). Two areas of interest within this interview: first the general career advice, like the idea that you should optimize for very short term & very long -term … not the medium term. Also, life and business are NOT zero-sum games. The best way to build a network is to help A LOT of people and be genuinely happy when they succeed. Have a “...yes and mentality” vs “…no but mentality”. Lastly, what you know > who you know. This is different than 25-30 years ago."},{"issue":45,"date":"2021-09-03","title":"interviews","url":"https://www.thoughtspot.com/data-chief/ep38/four-must-read-books-for-data-and-analytics#transcript","author":"The Data Chief Podcast","domain":"thoughtspot.com","section":"podcasts","topics":["Analytics & data science"],"take":"The four authors & their books:"},{"issue":46,"date":"2021-09-10","title":"London Stock Exchange’s mid-life crisis.","url":"https://www.investorschronicle.co.uk/ideas/2021/09/02/london-stock-exchange-s-mid-life-crisis/","author":"Investors’ Chronicle","domain":"investorschronicle.co.uk","section":"articles","topics":["Market data & terminals","Data monetization"],"take":"This article chronicles LSE’s $27B purchase of Refinitiv. This deal highlights the premium that data commands. There is some concern they will have to write down some of the intangibles in the deal. I know Doug Laney has done some great work around valuing data. LSE got a good deal only if they can monetize effectively."},{"issue":46,"date":"2021-09-10","title":"Three reasons why alternate data is important","url":"https://www.australiantimes.co.uk/news/business-finance/three-reasons-why-alternate-data-is-important/","author":"Alan Aldridge","pub":"the Australian Times","domain":"australiantimes.co.uk","section":"articles","topics":["Alt data industry","Marketplaces & discovery"],"take":"Spoiler alert … here are the 3 reasons: 1- Alt data can power advertising (promotional effectiveness!), 2- Alt data can track corporate revenues (competitive insights very useful!), & 3- Alt data can trace business risks. I agree with all three and, as we will see with the below article, the real challenge is for data vendors to make it easy to answer questions using the data."},{"issue":46,"date":"2021-09-10","title":"How alternative data is reshaping investor insights during the IPO process","url":"https://www.hedgeweek.com/2021/08/13/304933/how-alternative-data-reshaping-investor-insights-during-ipo-process","author":"Hedgeweek","domain":"hedgeweek.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"This article is an interview with Ed Lavery of SimilarWeb. One quote that resonated with me is the “sizable challenge for data vendors is how to create something which is easy for investors or asset managers to use and digest.” This is a huge issue, particularly as the market expands beyond the most data-savvy firms."},{"issue":46,"date":"2021-09-10","title":"How Alternative Data & Technology Are Changing Investment Management","url":"https://www.tpptechnology.com/blog/how-alternative-data-technology-are-changing-investment-management/","author":"TPP Technology","domain":"tpptechnology.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"]},{"issue":46,"date":"2021-09-10","title":"Designing And Building Data Platforms As A Product - Episode 218","url":"https://www.dataengineeringpodcast.com/data-platform-as-a-product-discussion-panel-episode-218/","author":"The Data Engineering Podcast","domain":"dataengineeringpodcast.com","section":"podcasts","topics":["Data engineering"],"take":"I was drawn to this podcast as I was hoping to get some insights into managing vendors within the space. Auren Hoffman from SafeGraph has discussedthe importance on understanding how to choose and manage the right vendors. The three interviewees discuss how they make decisions as they build a collection of tools into a platform that makes it easy for “internal customers” to engage with data. Are people using the system you’ve created? This might be the best measure of success. The two most interesting points to me were 1.) minute 33:00 where the interviewees discuss strategies for creating a platform that works, and 2.) minute 48:00 discussion of how to measure success."},{"issue":46,"date":"2021-09-10","title":"interviews","url":"https://thedataexchange.media/the-state-of-data-journalism/","author":"Jenn Webb","pub":"The Data Exchange Podcast [","domain":"thedataexchange.media","section":"podcasts","topics":["Marketplaces & discovery","Data strategy & culture"],"take":"Interesting perspective of data and data use from the lens of a journalist. Really interesting to hear how increased access to data and improved data literacy among media consumer is driving change."},{"issue":46,"date":"2021-09-10","title":"Points of contact – a short history of door handles","url":"https://www.apollo-magazine.com/history-door-handle-designs/","domain":"apollo-magazine.com","section":"podcasts"},{"issue":47,"date":"2021-09-17","title":"4 Ways of Monetization Your Data","url":"https://www.datasciencecentral.com/profiles/blogs/4-ways-of-monetization-your-data?xg_source=msg_appr_blogpost","author":"Data Science Central","domain":"datasciencecentral.com","section":"articles","topics":["Data monetization","Analytics & data science"],"take":"Spoiler alert: here are the four ways: #1- Selling your data, #2- Exchanging your data, #3- Internal use case optimization, and #4- External insights monetization. 90 West’s focus is on #1 & #4. Most interesting to me was the discussion of #4 insights monetization. We are seeing more companies in the business of democratizing access to data and basically making it easier to answer questions using a myriad of data sources."},{"issue":47,"date":"2021-09-17","title":"We’ve now got to get our sh*t in the cloud, but our data’s still crap...","url":"https://www.horsesforsources.com/cloud-data-shit_090821","author":"Phil Fersht’s Horses for Sources","domain":"horsesforsources.com","section":"articles","topics":["Data governance & quality"],"take":"Most interesting to me is this discussion around, now that we have cloud infrastructure set up, the data being put on the cloud is low quality. Garbage in, garbage out. “the second half of this decade is going to be all about fixing your data.”. Sourcing clean, complete data that you can trust is going to grow in importance."},{"issue":47,"date":"2021-09-17","title":"A Practical Guide to Using Third-Party Data in the Cloud","url":"https://pages.awscloud.com/ADX-eBook-ADX-Practical-Guide-ty.html","domain":"pages.awscloud.com","section":"articles","topics":["Data strategy & culture"]},{"issue":47,"date":"2021-09-17","title":"Sahar Attaripour and Francois Oustry of Suzugia Limited","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-suzugia-episode","author":"Alternative Data Podcast’s Mark Fleming-Williams","domain":"shows.acast.com","section":"podcasts","topics":["Alt data industry"],"take":"I was particularly interested in this interview as Suzugia. The saying goes: mystery = margin, I’m always interested to learn how these complex systems are generating unique signals. Of particular interest was the idea that Suzugia is trying to start a fund to use their signals to manage money while selling signals into the market. They have created an “algorithm with humility” that will stay silent if it doesn’t have conclusion. They are working to create one smooth integrated system that embeds various types of information next to each other in a coherent way…this is hard to do and rare to find."},{"issue":47,"date":"2021-09-17","title":"Loften Deprez","url":"https://podcasts.apple.com/us/podcast/the-viscacha-episode/id1539909575?i=1000534409563","author":"Alternative Data Podcast’s Mark Fleming-Williams","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry"],"take":"Good interview. Great to see smart people like Loften get into this space and build companies … good sign for where things are headed. Most interesting to me was the move towards more pre-processing of the data for even the most sophisticated data buyers."},{"issue":47,"date":"2021-09-17","title":"four unexpected principles for achieving economic security","url":"https://marker.medium.com/the-algebra-of-wealth-5798df7753d3","domain":"marker.medium.com","section":"other","topics":["Macro & economic signals"]},{"issue":47,"date":"2021-09-17","title":"Meet Altos Labs, Silicon Valley’s latest wild bet on living forever","url":"https://www-technologyreview-com.cdn.ampproject.org/c/s/www.technologyreview.com/2021/09/04/1034364/altos-labs-silicon-valleys-jeff-bezos-milner-bet-living-forever/amp/","author":"MIT Technology Review","domain":"www-technologyreview-com.cdn.ampproject.org","section":"other"},{"issue":47,"date":"2021-09-17","title":"‘Great Attrition’ or ‘Great Attraction’? The choice is yours","url":"https://www.mckinsey.com/business-functions/organization/our-insights/great-attrition-or-great-attraction-the-choice-is-yours","domain":"mckinsey.com","section":"other"},{"issue":48,"date":"2021-09-24","title":"App Annie SEC settlement","url":"https://www.wsj.com/articles/app-annie-settles-sec-fraud-investigation-over-mobile-data-product-11631654680","domain":"wsj.com","section":"articles","topics":["Regulation, privacy & compliance"],"take":"Compliance is important. It appears App Annie is in the tough position of needing to deal with the stigma of having broken the rules despite having corrected earlier missteps. Will require a strong team of people."},{"issue":48,"date":"2021-09-24","title":"Alternative Data - The Key to Making Informed ESG Decisions","url":"https://www.alpha-week.com/alternative-data-key-making-informed-esg-investment-decisions","author":"Marina Goche","pub":"AlphaWeek","domain":"alpha-week.com","section":"articles","topics":["ESG & climate","Alt data industry"],"take":"Lack of standards remains a big issue within the (very hot) ESG space. What constitutes ESG compliance and what factors determine inclusion or exclusion from an ESG compliant list? Lots of AUM flowing to these products and this will remain a marketing ploy until there are standards and accountability in place."},{"issue":48,"date":"2021-09-24","title":"Anomaly Detection: Why Your Data Team Is Just Not That Into It","url":"https://www.montecarlodata.com/anomaly-detection-why-your-data-team-is-just-not-that-into-it/","author":"Monte Carlo","domain":"montecarlodata.com","section":"articles","topics":["Data engineering","Data governance & quality"]},{"issue":48,"date":"2021-09-24","title":"Data Observability: Four Key Statistics for Monitoring Numeric Values","url":"https://medium.com/bigeye/data-observability-four-key-statistics-for-monitoring-numeric-values-8f7643c729e3","author":"BigEye","domain":"medium.com","section":"articles","topics":["Data governance & quality","Analytics & data science"]},{"issue":48,"date":"2021-09-24","title":"Jeremy Baksht","url":"https://www.rebellionresearch.com/future-of-alternative-data-bloombergs-alternative-data-founder","author":"Rebellion Research","domain":"rebellionresearch.com","section":"podcasts","topics":["Marketplaces & discovery"],"take":"Always good to hear from Jeremy. The situation with App Annie will increase scrutiny of data provider…a good sign for the professionalization of the space."},{"issue":48,"date":"2021-09-24","title":"interview","url":"https://databricks.com/discover/data-brew/s3-e1-disrupt-challenge-your-business-assumptions","author":"Denny Lee and Brooke Wenig","pub":"Data Brew Podcast [","domain":"databricks.com","section":"podcasts","topics":["Data engineering"],"take":"This interview jumped to the top of my list as I was interested to hear from a board-level person at DataBricks, a high growth data-oriented VC-backed company. What resonated with me the discussion around getting client “skin-in-the-game” (minute 12:00) and how to think (using data) about whether to get set-up fees as Concur moved to the SMB market."},{"issue":48,"date":"2021-09-24","title":"Dilbert","url":"https://dilbert.com/search_results?terms=data","domain":"dilbert.com","section":"podcasts"},{"issue":49,"date":"2021-10-01","title":"The Alternative Data Discovery Mechanism: Are data marketplaces the solution to alternative data’s discovery question?","url":"https://www.exabel.com/blog/the-alternative-data-discovery-mechanism","author":"Exabel","domain":"exabel.com","section":"articles","topics":["Marketplaces & discovery","Alt data industry"],"take":"I have written about data marketplaces in the past. To move beyond simple introductory services into more robust data marketplace offerings (“point & click” transactions, etc), the tools and standardization will have to come first. Most data buyers are simply looking for a better way to answer their own unique questions. The winners will be those firms that can offer trusted information in an easy-to-engage format."},{"issue":49,"date":"2021-10-01","title":"Marketers, Turn Your Data Literacy into a Data Superpower","url":"https://www.entrepreneur.com/article/374179?utm_source=dlvr.it&utm_medium=twitter","author":"Entrepreneur Magazine","domain":"entrepreneur.com","section":"articles","topics":["Data strategy & culture","Data engineering"],"take":"MarTech (Marketing Technology) is growing in importance. As tools become available to help companies more easily interact with the data, we will see growing adoption. Advice from SnowFlake: 1- establish clear marketing objectives and metrics, 2- develop a complete picture of your customer, 3- turn your love/hate relationship with IT into a winning partnership, and 4- become a Master of Data."},{"issue":49,"date":"2021-10-01","title":"BQuant Enterprise","url":"https://finance.yahoo.com/news/bloombergs-bquant-enterprise-accelerates-financial-120000832.html","domain":"finance.yahoo.com","section":"articles","topics":["Market data & terminals","Marketplaces & discovery"],"take":"This relates to the data marketplace article mentioned above. How do data owners make it easier for firms to engage with data? BQuant stresses a few key pieces to their solution, but the one that resonated with me is “ready-to-use data sets”. This is a big key and tough to get robust data in a clean, consistent format."},{"issue":49,"date":"2021-10-01","title":"Top Places to Work for Data Scientists","url":"https://gradientflow.com/top-places-to-work-for-data-scientists/","author":"Jike Chong, Ben Lorica, and Yue Cathy Chang","domain":"gradientflow.com","section":"articles","topics":["Analytics & data science"]},{"issue":49,"date":"2021-10-01","title":"How to Lead in Data Science","url":"https://www.amazon.com/Lead-Data-Science-Jike-Chong/dp/1617298891/ref=sr_1_3?dchild=1&keywords=how+to+lead+in+data+science+jike+chong&qid=1632754404&s=books&sr=1-3","author":"The Data Exchange’s Ben Lorica and Jenn Webb [","domain":"amazon.com","section":"podcasts","topics":["Analytics & data science","Marketplaces & discovery"],"take":"This book is scheduled to be published in November 2021. This interview was a good discussion about leadership skills for technical people. The book is designed to be a guide to growing as a data professional. The authors attempt to develop a process or systematic approach to leadership. Two things resonated with me. 1.) the intersection of “capability & virtues”. The authors refer to the tie-in with eastern philosophy and how “maturity starts from cultivating self”. 2.) the recommendations (minute 28:00) for salespeople trying to sell to the data science community, primarily addressing the pain points associated with the internal road maps."},{"issue":49,"date":"2021-10-01","title":"Tyler Cowen","url":"https://www.safegraph.com/podcasts/tyler-cowen-identifying-talent-measuring-organizational-capital","author":"Auren Hoffman","pub":"SafeGraph’s World of DAAS podcast","domain":"safegraph.com","section":"podcasts","topics":["Data monetization","Macro & economic signals"],"take":"This is loosely a “data” podcast, but I wanted to hear the conversation between these two."},{"issue":49,"date":"2021-10-01","title":"Jeremy Baksht","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-jeremy-baksht-episode","author":"Alternative Data Podcast","domain":"shows.acast.com","section":"podcasts","topics":["Alt data industry","Deals & funding"]},{"issue":49,"date":"2021-10-01","title":"The Creative World’s Bullshit Industrial Complex","url":"https://99u.adobe.com/articles/55974/the-creative-worlds-bullshit-industrial-complex","author":"Sean Blanda","domain":"99u.adobe.com","section":"podcasts"},{"issue":5,"date":"2020-11-27","title":"3 Steps to Turn a Data Deluge Into Actionable Intelligence","url":"https://devops.com/3-steps-to-turn-a-data-deluge-into-actionable-intelligence/","author":"3 Steps to Turn a Data Deluge Into Actionable Intelligence","domain":"devops.com","section":"articles","topics":["Data strategy & culture"],"take":"There is a huge struggle to turn raw data into a strategic asset that informs decision-making and accelerates growth. This is not easy. The article makes the important point that before an organization takes steps to make better use of their data, the senior executive team needs to be committed. This is a tough process that will take time & resources to do the right way."},{"issue":5,"date":"2020-11-27","title":"To Accelerate Digital Transformation, Accelerate Data Transformation","url":"https://devops.com/to-accelerate-digital-transformation-accelerate-data-transformation/","author":"Dev Ops","domain":"devops.com","section":"articles","topics":["Analytics & data science"],"take":"It should be 100%! Yes, there are significant challenges, but companies that are not “buying in” at to C-level will be disadvantaged in the future."},{"issue":5,"date":"2020-11-27","title":"Fermi’s New Paradox: If AI Analysts Are So Obvious, Where is Everybody?","url":"https://www.waterstechnology.com/data-management/7713706/fermis-new-paradox-if-ai-analysts-are-so-obvious-where-is-everybody?utm_medium=email&_hsmi=97105076&_hsenc=p2ANqtz-_A8JFbBzGxtrRrAzFdIH1HA_XrQjeLNXB-241hb_b-nd-wLCJOAyTCLmuLJBxgvNCBM12aqARtWy-Arfs6dM0FDSYaQg&utm_content=97105076&utm_source=hs_email","author":"UBS’s Bryan Cross","domain":"waterstechnology.com","section":"articles","topics":["AI & LLMs","Alt data industry"],"take":"The industry will continue to take huge strides towards normalizing unique use cases for new technologies. Moving beyond using alt data to simply identify near-term stock mis-pricing will be a big step. The key to making progress beyond this Fermi’s Paradox is to apply AI, ML and Alt Data more broadly & align use cases with human investors workflows & principals. The net generation’s \"AI Warren Buffett\" will make full use of all the data available, and possibly still be just as “folksy” as Uncle Warren. Just as we now look back at yesteryear’s investors and wonder “how did they do it” without all the tools we have today (Bloomberg terminals, etc), we will look back and wonder how today’s investors ever made a high conviction decision without all the tools we will have available. Those future tools will be made accessible by AI, ML and fully utilizing all available inputs."},{"issue":5,"date":"2020-11-27","title":"interviews Matt Sattler, Director of Business Development & Data Science, Data & Analytics at HSBC","url":"https://podcasts.apple.com/us/podcast/ai-in-action/id1442272943?i=1000492102546","author":"Aldus International’s AI in Action podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["Analytics & data science","AI & LLMs"],"take":"Interesting to hear the perspective of a major global bank. The importance of demonstrating an ROI is key. The more a data vendor or internal data user can clearly demonstrate the benefit of using data, the more buy-in you will get across the board."},{"issue":5,"date":"2020-11-27","title":"interviews Berowne Hlavaty, Senior Quant Analyst at J.P. Morgan.","url":"https://podcasts.apple.com/us/podcast/profiting-from-data/id1532057122?i=1000492258543","author":"Eagle Alpha’s Emmett Kilduff [","domain":"podcasts.apple.com","section":"podcasts","topics":["Investing & hedge funds","Marketplaces & discovery"],"take":"I love Berowne’s quote “you need to match what’s possible with what is relevant”. The use cases can get overwhelming and moving from idea to execution can be time consuming."},{"issue":50,"date":"2021-10-08","title":"DataOps Dilemma: Survey Reveals Gap in the Data Supply Chain","url":"https://insidebigdata.com/wp-content/uploads/2021/09/451_Research_Report_DataOps_Dilemma_Survey_Reveals_Gap_in_the_Data_Sup.pdf","author":"S&P Global","domain":"insidebigdata.com","section":"articles","topics":["Data governance & quality","Market data & terminals"],"take":"This is the published results of a survey of 500+ enterprise data practitioners. Most interesting to me was the commentary around the data supply chain (pages 10-13). There continues to be too much friction in the process."},{"issue":50,"date":"2021-10-08","title":"Alternative Data’s New Gold Standard: Syndicated Scientific Consumer Research.","url":"https://www.forbes.com/sites/garydrenik/2021/10/01/alternative-datas-new-gold-standard-syndicated-scientific-consumer-research/?sh=81b9631348ed","author":"Gary Drenik","pub":"Forbes","domain":"forbes.com","section":"articles","topics":["Alt data industry","Market data & terminals"],"take":"Beyond the commercial for Bloomberg and Prosper, there are some good nuggets in this article. First is the idea that having more data of low quality does not make for better outcomes. Garbage in = garbage out."},{"issue":50,"date":"2021-10-08","title":"There’s a Multibillion-Dollar Market for Your Phone’s Location Data","url":"https://themarkup.org/privacy/2021/09/30/theres-a-multibillion-dollar-market-for-your-phones-location-data","author":"The Markup","domain":"themarkup.org","section":"articles","topics":["Geospatial & location"]},{"issue":50,"date":"2021-10-08","title":"Dean Stoecker","url":"https://www.safegraph.com/podcasts/dean-stoecker-20-year-journey-to-successful-ipo","author":"Auren Hoffman’s World","pub":"DAAS podcast","domain":"safegraph.com","section":"podcasts","topics":["Data monetization"],"take":"The is a TON to digest from this podcast. Definitely worth a listen. I will try to narrow to two things that resonated with me."},{"issue":50,"date":"2021-10-08","title":"Wall Street's Data Goldrush.","url":"https://www.youtube.com/watch?v=F4_GgFE2Cm4&ab_channel=vprodocumentary","domain":"youtube.com","section":"podcasts","topics":["Alt data industry","Marketplaces & discovery"],"take":"There are a couple of familiar alt data industry people in this documentary. Justin Zhen, Co-Founder Thinknum Alternative Data; Emmet Kilduff, Founder Eagle Alpha; Colby Howard, Paragon Intel; Gerwin Schalk, Helios Life Enterprises; Kardatzke brothers, Quiver Quantitative."},{"issue":50,"date":"2021-10-08","title":"interviews","url":"https://www.youtube.com/watch?app=desktop&v=hFAqAs8htv8&feature=youtu.be&ab_channel=UTUTrust","author":"UTU Trust Guardian [","domain":"youtube.com","section":"podcasts","topics":["Marketplaces & discovery","Data strategy & culture"]},{"issue":50,"date":"2021-10-08","title":"Why you make better first impressions than you think","url":"https://www.bbc.com/worklife/article/20210929-how-the-liking-gap-fuels-social-anxiety","author":"BBC","domain":"bbc.com","section":"podcasts"},{"issue":51,"date":"2021-10-15","title":"The Sixth Progress Report – Countdown to December 2021","url":"https://www.fsb.org/wp-content/uploads/P081021-1.pdf","author":"The FSB & IMF","domain":"fsb.org","section":"articles","topics":["Alt data industry","Analytics & data science"],"take":"The Data Gaps Initiative was created by rh G20 in 2009 in response to the financial crisis and evident gaps in information. The goal is to implement the regular collection and dissemination of reliable and timely statistics for policy use. Alternative data should be part of the mix."},{"issue":51,"date":"2021-10-15","title":"Second-Party data partnership: when your basic data is gold for someone else","url":"https://technative.io/second-party-data-partnership/","author":"Fabien Cros","pub":"Artefact","domain":"technative.io","section":"articles","topics":["Data monetization"],"take":"Second party data offers a clean & efficient way to activate the right persons in your marketing campaigns. Second party data partnerships effectively leverage partners upstream or downstream from your customer interaction to improve the “right person, right place, right time” of your campaign. Adding third party “external” data (like 90 West) is the step beyond this. The key is to start small on a targeted use case, get some early wins and build momentum."},{"issue":51,"date":"2021-10-15","title":"Egor Gryaznov","url":"https://www.dataengineeringpodcast.com/data-reliability-engineering-episode-224/","author":"Tobias Macey","pub":"Data Engineering Podcast","domain":"dataengineeringpodcast.com","section":"podcasts","topics":["Data engineering","Data governance & quality"],"take":"I really like BigEye as they are solving a HUGE problem as the world of data scales. How do data stakeholders know the data is any good? Garbage in = garbage out. The team at BigEye is applying an engineering mindset to “data observability”."},{"issue":51,"date":"2021-10-15","title":"David Reed","url":"https://driven-by-data-the-podcast.captivate.fm/episode/s2-ep-1-becoming-data-literate-with-david-reed-knowledge-and-strategy-director-at-data-iq","author":"Kyle Winterbottom","pub":"Driven by Data: The Podcast","domain":"driven-by-data-the-podcast.captivate.fm","section":"podcasts","topics":["Analytics & data science"],"take":"relative to the above interview, this was a higher-level strategic discussion of the data industry. Most interesting takeaway was the idea the to be successful, big companies need to create a separate “data office” within the company."},{"issue":51,"date":"2021-10-15","title":"Alterations, powered by DECUS Netowrk GmbH","url":"https://open.spotify.com/episode/6YM5kzR0UdEYhcKTQbEcNw?si=Wu21hL1iT06AJrSeMFgOwg&context=spotify%3Ashow%3A6euYhem1rkpzidhmGTpTFB&dl_branch=1&nd=1","domain":"open.spotify.com","section":"podcasts","topics":["Investing & hedge funds","Crypto & digital assets"]},{"issue":52,"date":"2021-10-22","title":"Alpha Innovation via alternative data","url":"https://www.blackrock.com/us/individual/literature/whitepaper/alpha-innovation-via-alternative-data.pdf","author":"BlackRock’s Systematic Active Equity team","domain":"blackrock.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"Glad to see this published. Insightful peek into the typically opaque world of quantitative buyside investors. 8-page document broken into three parts:"},{"issue":52,"date":"2021-10-22","title":"Using risk-based SLAs to set vulnerability remediation velocity","url":"https://technative.io/using-risk-based-slas-to-set-vulnerability-remediation-velocity/","author":"TechNative","domain":"technative.io","section":"articles","topics":["Data governance & quality"],"take":"Translation: as a buyer of data, your Service Level Agreements with vendors supplying data should consider that things will change on both sides of the arrangement."},{"issue":52,"date":"2021-10-22","title":"5 big data challenges holding companies back","url":"https://www.jll.com.au/en/trends-and-insights/workplace/5-big-data-challenges-holding-companies-back","author":"JLL (global commercial real estate company)","domain":"jll.com.au","section":"articles","topics":["Data strategy & culture"],"take":"Spoiler alert, here are the 5:"},{"issue":52,"date":"2021-10-22","title":"AI can see through you: CEOs' language under machine microscope","url":"https://www.reuters.com/technology/ai-can-see-through-you-ceos-language-under-machine-microscope-2021-10-20/","domain":"reuters.com","section":"articles","topics":["AI & LLMs"]},{"issue":52,"date":"2021-10-22","title":"this article","url":"https://www.geospatialworld.net/article/with-the-downstream-market-taking-off-will-the-demand-for-eo-data-and-services-continue-to-reach-new-heights/","domain":"geospatialworld.net","section":"articles","topics":["Geospatial & location"]},{"issue":52,"date":"2021-10-22","title":"interviews","url":"https://www.safegraph.com/podcasts/godard-abel-defining-software-categories","author":"Auren Hoffman’s World","pub":"DAAS [","domain":"safegraph.com","section":"podcasts","topics":["Data monetization","People & careers"],"take":"Really like that they spent the first ¼ of the podcast talking about leadership. Key is to hire for aptitude and motivation. Leadership aptitude becomes evident within the first month with key attribute being. A key is watching who peers approach for help/advice."},{"issue":52,"date":"2021-10-22","title":"Data Driven Business Transformation","url":"https://www.amazon.com/Data-Driven-Business-Transformation-Competition/dp/1119543150","author":"Kyle Winterbottom","pub":"Driven by Data Podcast [","domain":"amazon.com","section":"podcasts","topics":["Data strategy & culture"],"take":"Good conversation around the Chief Data Officer role. Key is to bridge gap between tech needs & business use case. Need a single senior role to a data professional who will have accountability to make sure data is being properly used."},{"issue":52,"date":"2021-10-22","title":"Alternative Data Podcast","url":"https://shows.acast.com/the-alternative-data-podcast/episodes","domain":"shows.acast.com","section":"podcasts","topics":["Alt data industry"]},{"issue":53,"date":"2021-10-29","title":"The Defining Moment for Data Scientists","url":"https://www.lseg.com/about-lseg/labs/data-science-report","domain":"lseg.com","section":"articles","topics":["Analytics & data science","Market data & terminals"],"take":"55-page document is the results of a survey of hundreds of data scientists working across the financial industry. There is a lot here. Tough to narrow it down."},{"issue":53,"date":"2021-10-29","title":"Oracles: The Invisible Backbone Of DeFi And Applied Blockchain Apps","url":"https://www.forbes.com/sites/lawrencewintermeyer/2021/10/14/cryptohacks-oraclesthe-invisible-backbone-of-defi-and-applied-blockchain-apps/?sh=72192461182d","author":"Lawrence Wintermeyer","pub":"Forbes an article titled","domain":"forbes.com","section":"articles","topics":["Crypto & digital assets"],"take":"“Oracles” are real world data that feed into smart contracts based on the blockchain. I keep asking why this technology is an improvement over existing systems which seem to work pretty well. The answer is the permanent record and lower fees (the trusted middleman is replaced by a smart contract, bypassing the need to pay a middleman). This also removes the need to trust any intermediary. This works well today with contractual arrangements that are very black & white … but many contracts have some grey area which this emerging technology will address at some point."},{"issue":53,"date":"2021-10-29","title":"Anomaly Detection Part 1: The Key to Effective Data Observability","url":"https://www.bigeye.com/blog/anomaly-detection-for-data-observability-part1","author":"Henry Li, Senior Data Scientist","pub":"BigEye","domain":"bigeye.com","section":"articles","topics":["Data governance & quality","Analytics & data science"],"take":"Doing “data observability” well is a BIG deal. Data observability is becoming a more important part of the data value chain as more & more data is being incorporated into systems. How to identify garbage data, notify stakeholders and come to a resolution…as quickly as possible. The keys:"},{"issue":53,"date":"2021-10-29","title":"10 Cool Tech Companies That Raised Funding In September 2021","url":"https://www.crn.com/slide-shows/security/10-cool-tech-companies-that-raised-funding-in-september-2021/9?utm_content=185050458&utm_medium=social&utm_source=linkedin&hss_channel=lcp-19032876","domain":"crn.com","section":"articles","topics":["Deals & funding","Data governance & quality"]},{"issue":53,"date":"2021-10-29","title":"Leveraging Alternative Data to Enhance the Investment Process","url":"https://open.spotify.com/episode/5XceVMfQ9AIznTNkKvBJhQ?si=FNR_QqjxQHmpbKaa-RYNfg&nd=1","domain":"open.spotify.com","section":"podcasts","topics":["Alt data industry","Marketplaces & discovery"],"take":"This is a recording from the recent SALT / BattleFin conference in NYC. Always find it interesting to get insights into the world of data. Really liked the idea that periods of dislocation, like COVID, offers opportunity to drive alpha if you have reliable insights into current trends."},{"issue":53,"date":"2021-10-29","title":"Adam Braff","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-adam-braff-episode","author":"Mark Fleming-Williams","pub":"the Alternative Data Podcast","domain":"shows.acast.com","section":"podcasts","topics":["Alt data industry"],"take":"Adam’s background is on the investment side (Point 72) and the corporate/consulting market (Braff & Company). He offers broad perspective about how multiple stakeholders incorporate data into their decision-making processes."},{"issue":53,"date":"2021-10-29","title":"The Data Platform: Democratizing Big Data & Analytics","url":"https://battleofthequants.com/the-data-platform","author":"Battle","pub":"the Quants","domain":"battleofthequants.com","section":"podcasts","topics":["Data strategy & culture","Analytics & data science"]},{"issue":53,"date":"2021-10-29","title":"The Chainalysis 2021 Geography of Cryptocurrency Report","url":"https://go.chainalysis.com/2021-geography-of-crypto-demo.html?aliId=eyJpIjoieHVpcjN6RGxOQUdSbTJVeiIsInQiOiJRXC9HdDROSW9kM2gxNWJTbTRCeXJidz09In0%253D","author":"Chainalysis","domain":"go.chainalysis.com","section":"podcasts","topics":["Crypto & digital assets"]},{"issue":54,"date":"2021-11-05","title":"Alternative Data in Investment Management: Usage, Challenges and Valuation","url":"https://jfds.pm-research.com/content/early/2021/09/03/jfds.2021.1.073","author":"Gene Ekster and Petter Kolm","domain":"jfds.pm-research.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"This paper addresses several industry challenges, including associated costs & technical obstacles to utilizing this data at scale. Costs extend beyond the cost of procuring the data and include the cost of implementing processes to incorporate alternative data sources into the investment process."},{"issue":54,"date":"2021-11-05","title":"4 Ways of Monetization Your Data","url":"https://www.datasciencecentral.com/profiles/blogs/4-ways-of-monetization-your-data","author":"The Dean","pub":"Big Data, Bill Schmarzo","domain":"datasciencecentral.com","section":"articles","topics":["Data monetization","Data strategy & culture"],"take":"Really nice article noting that this “data space” is really broad with many use cases."},{"issue":54,"date":"2021-11-05","title":"Open-Source Alternatives And The Bright Opportunity For Data Entrepreneurs","url":"https://www.forbes.com/sites/theyec/2021/11/01/open-source-alternatives-and-the-bright-opportunity-for-data-entrepreneurs/?sh=193f3e4228ac","author":"Jimmy Chan","pub":"Forbes","domain":"forbes.com","section":"articles","topics":["Data engineering"],"take":"This is a wonderful articulation of the opportunity that exists in the data space. The massive amounts of data coming to market highlights the need for better tools to secure and best utilize the information. It is yet-to-be-determined which tools will become core pieces of the “data stack”, but the future is bright for those in the space."},{"issue":54,"date":"2021-11-05","title":"Alt Data Firms Face Heat From SEC, Clients After App Annie Case","url":"https://news.bloomberglaw.com/securities-law/alt-data-firms-face-heat-from-sec-clients-after-app-annie-case","author":"Lydia Beyound & Andrew Ramonas","pub":"Bloomberg Law","domain":"news.bloomberglaw.com","section":"articles","topics":["Alt data industry","Regulation, privacy & compliance"]},{"issue":54,"date":"2021-11-05","title":"Jeremy Stanley, co-founder and CTO of Anomalo","url":"https://podcasts.apple.com/us/podcast/ai-begins-with-data-quality/id1487704458?i=1000539995072","author":"The Data Exchange Podcast with Ben Lorica","domain":"podcasts.apple.com","section":"podcasts","topics":["Data governance & quality","Marketplaces & discovery"],"take":"Sticking with the recent theme of data quality (see BigEye mentions in recent weeks). Anomalo focuses on data quality & validation."},{"issue":54,"date":"2021-11-05","title":"interviews Naval Ravikant & Chris Dixon","url":"https://podcasts.apple.com/us/podcast/542-chris-dixon-and-naval-ravikant-the-wonders-of/id863897795?i=1000540043607","author":"Tim Ferris [","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry","Crypto & digital assets"],"take":"This is not directly related to alternative data, but this is a good discussion about Web 3 (crypto). This Web 3 will be where data resides in the future. All data companies will be Web 3 companies. Any data professional should be paying attention."},{"issue":54,"date":"2021-11-05","title":"Bitcoin White Paper","url":"https://bitcoin.org/bitcoin.pdf","domain":"bitcoin.org","section":"podcasts","topics":["Crypto & digital assets"]},{"issue":55,"date":"2021-11-12","title":"The Definitive Guide to External Data for Fintech","url":"https://www.explorium.ai/resource/the-definitive-guide-to-external-data-for-fintech/","author":"Explorium","domain":"explorium.ai","section":"articles","topics":["Data monetization"],"take":"22-page document covers upstart Fintech companies using data to mitigate fraud, refine products and attract better sales leads. Most interesting to me was the Melio case study (p 17) and the idea that companies need to “future-proof” their technology (p 21) as this space is rapidly evolving."},{"issue":55,"date":"2021-11-12","title":"Alt data highlights need for better data management","url":"https://www.bestexecution.net/alt-data-highlights-need-for-better-data-management/","author":"Best Execution","domain":"bestexecution.net","section":"articles","topics":["Alt data industry","Data engineering"],"take":"Coalition Greenwich published the results of a study indicating 45% of the 25 asset managers surveyed reported they use alternative data in their investment process. Another 25% plan to follow suit within 24 months. The article cites the primary impediment to further integration is the difficulty around data discovery, acquisition, tracking and validation. I will note there are A LOT of firms being built to solve those exact problems."},{"issue":55,"date":"2021-11-12","title":"G20 Data Gaps Initiative (DGI-2): The Sixth Progress Report—Countdown to December 2021","url":"https://www.fsb.org/2021/10/g20-data-gaps-initiative-dgi-2-the-sixth-progress-report-countdown-to-december-2021/","author":"The FSB (Financial Stability Board)","domain":"fsb.org","section":"articles","topics":["Macro & economic signals"]},{"issue":55,"date":"2021-11-12","title":"interviews Richard Haass","url":"https://www.safegraph.com/podcasts/richard-haass-why-we-need-more-global-coordination","author":"Auren Hoffman’s World","pub":"DaaS podcast [","domain":"safegraph.com","section":"podcasts","topics":["Data monetization"],"take":"While not a direct “data podcast” they discuss the role of data in foreign policy…something that is of recent interest to me given the IMF & FSB’s recent update on the (lack of) progress on G20’s Data Gaps Initiative (mentioned above, not discussed in this podcast)."},{"issue":55,"date":"2021-11-12","title":"Interviews","url":"https://driven-by-data-the-podcast.captivate.fm/episode/dylan-jones","author":"Kyle Winterbottom","pub":"the Driven by Data Podcast [","domain":"driven-by-data-the-podcast.captivate.fm","section":"podcasts","topics":["People & careers"],"take":"I find building your personal and corporate brand increasingly important. Dylan does a good job articulating how personal brand development happens and why its important. Most interesting takeaway for me was the idea that you need to hyper-focus as you build your brand online. There is so much noise, that people need to know what to expect from you. Next would be the idea that you need to “make other people look like rockstars”. I really like that sentiment."},{"issue":56,"date":"2021-11-19","title":"Fueling Enterprise Data Governance with Data Quality","url":"https://www.precisely.com/resource-center/ebooks/fueling-enterprise-data-governance-with-data-quality","author":"Precisely","domain":"precisely.com","section":"articles","topics":["Data governance & quality"],"take":"Issues around data quality have been appearing more frequently in recent weeks (notably here & here). It’s a big issue because firms need to get this addressed before they launch into the data vortex with bad information. Garbage in = garbage out = lost credibility."},{"issue":56,"date":"2021-11-19","title":"Business shift to a data monetization strategy elevates CDOs","url":"https://searchdatamanagement-techtarget-com.cdn.ampproject.org/c/s/searchdatamanagement.techtarget.com/tip/Business-shift-to-a-data-monetization-strategy-elevates-CDOs?amp=1","author":"George Lawton","domain":"searchdatamanagement-techtarget-com.cdn.ampproject.org","section":"articles","topics":["Data monetization","Data strategy & culture"],"take":"CDOs (Chief Data Officers) are gaining more power. This power shift accelerates if a CDO can demonstrate real revenue generating opportunities. The article shares “10 Best Practices” to help CDOs derive the most value from their company’s information:"},{"issue":56,"date":"2021-11-19","title":"Is Your Data Monetizable?","url":"https://tdwi.org/articles/2021/11/15/biz-all-is-your-data-monetizable.aspx","author":"Troy Hiltbrand","pub":"Kyani","domain":"tdwi.org","section":"articles","topics":["Data monetization"],"take":"The theme of this week’s email is creating data products and telling a good story. Said more elegantly, “moving your team from being data-processing focused to data-product focused”."},{"issue":56,"date":"2021-11-19","title":"interviews","url":"https://blockpaths.com/exchanges/the-ftx-podcast-70-alex-svanevik-co-founder-of-nansen-ai/","author":"Tristan Yver","pub":"The FTX Podcast [","domain":"blockpaths.com","section":"podcasts","topics":["Crypto & digital assets","AI & LLMs"],"take":"Those that read this weekly know I’ve been writing about crypto/Web 3 in recent months. Alex’s company Nansen provides data for crypto traders (\"alternative data\"). Nansen analyzes wallet behavior to understand and contextualize trends/movements within the crypto trading space. If you trade crypto, you need to have a Nansen account or you are at a structural information disadvantage."},{"issue":56,"date":"2021-11-19","title":"discusses the importance of analyzing data","url":"https://podcasts.apple.com/us/podcast/office-hours-amazons-aggregators-turning-data-into/id1498802610?i=1000541087338","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry"],"take":"I really enjoy the Prof G Podcasts. Professor Scott Galloway is a marketing professor in NYU’s Stern School of Business. He occasionally hosts “office hours” where he answers listener questions. There are four questions answered, the THIRD question addresses data! Prof G talks about all the new, wonderful sources of data (Alternative Data) … BUT the key is refining the data into actionable insights. There is too much data in the world and not enough insight. Turn that oil (data) into petroleum (insight)."},{"issue":56,"date":"2021-11-19","title":"Alternative Data Academy","url":"https://www.altdata.academy/library","domain":"altdata.academy","section":"podcasts","topics":["Alt data industry"]},{"issue":57,"date":"2021-11-26","title":"‘Information overload’: Making sense of the crowded data landscape","url":"https://www.hedgeweek.com/2021/11/23/309649/information-overload-making-sense-crowded-data-landscape","author":"Hedgeweek","domain":"hedgeweek.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"This article addresses the very real problem of sifting through the sheer volume of information available. While most everyone agrees that data is a large and growing part of the investment process, the broader industry has yet to crack-the-code on how to effectively evaluate data and incorporate it into the day-to-day decision-making process."},{"issue":57,"date":"2021-11-26","title":"An Approach to Solve the Data Consume Challenge on the Ocean Protocol Marketplace.","url":"https://www.datawhale.online/post/an-approach-to-solve-the-data-consume-challenge-on-the-ocean-protocol-marketplace","author":"The Data Whale","domain":"datawhale.online","section":"articles","topics":["Marketplaces & discovery","Crypto & digital assets"],"take":"I’ve highlighted & written in the past about the challenges of data marketplaces (Hierarchy of Marketplaces, Financial Data Marketplaces, B2B Data Marketplaces). The Data Whale acknowledges a tough hurdle in the world of data marketplaces: how to get buyers to consume the data? It seems like Ocean Protocol is doing a good job of incentivizing data owners to publish data, but the challenge of getting the buyers to participate is a big hurdle (recall: Ocean Protocol is a blockchain designed to be an “onramp” for data services into crypto ecosystems)."},{"issue":57,"date":"2021-11-26","title":"Alt-data access widening information gap among investors","url":"https://capital.com/alt-data-access-widening-information-gap-among-investors","author":"Capital.com","domain":"capital.com","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"the article highlights the growing use of alternative data and how retail investors struggle to compete. Professional investors have always had an informational advantage vs the retail investor. That won’t change. I think the bigger “information gap” is between institutional investors have figured out how to incorporate new data into their investment process and those that haven’t."},{"issue":57,"date":"2021-11-26","title":"How Can We Use Alternative Data to Understand SMB Financial Performance?","url":"https://thefintechtimes.com/uplinq-how-can-we-use-alternative-data-to-understand-smb-financial-performance/","author":"Polly Jean Harrison","pub":"The FinTech Time","domain":"thefintechtimes.com","section":"articles","topics":["Alt data industry"],"take":"There are some good stats in this article about how the use of alternative data in the lending process is expanding the pool of potential borrowers."},{"issue":57,"date":"2021-11-26","title":"A Business Leaders Guide To: Data & Machine Learning","url":"https://nanochomp.s3.amazonaws.com/data/Data_into_Dollars.pdf","domain":"nanochomp.s3.amazonaws.com","section":"articles","topics":["AI & LLMs"]},{"issue":57,"date":"2021-11-26","title":"interviews","url":"https://podcasts.apple.com/us/podcast/the-extractalpha-episode/id1539909575?i=1000540702541","author":"Mark Fleming-Williams [","domain":"podcasts.apple.com","section":"podcasts","topics":["Investing & hedge funds","Deals & funding"],"take":"I enjoyed this interview given my background on the traditional sell-side. Vinesh was at Starmine prior to Extract Alpha, so he has been around the world of sell-side analysts for quite a while. Most interesting to me was Vinesh views on the increase in number of new datasets available & the commentary around Extract Alpha’s 2021 merger with Estimize."},{"issue":57,"date":"2021-11-26","title":"interviews","url":"https://podcasts.apple.com/us/podcast/alternative-data-what-investors-need-to-know/id1523729084?i=1000531008983&l=ro","author":"Barron’s Live [","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry","Investing & hedge funds"],"take":"Another good interview (not sure how I missed this one back in August!). This kept with this week’s theme of data overwhelm. Also, a good discussion around the regulatory concerns."},{"issue":57,"date":"2021-11-26","title":"Best Inventions of 2021.","url":"https://time.com/collection/best-inventions-2021/","domain":"time.com","section":"podcasts"},{"issue":58,"date":"2021-12-03","title":"Will the SEC Enforcement Action Against App Annie Cool Demand for Alternative Data?","url":"https://www.integrity-research.com/will-the-sec-enforcement-action-against-app-annie-cool-demand-for-alternative-data/","author":"Integrity Research","domain":"integrity-research.com","section":"articles","topics":["Alt data industry","Regulation, privacy & compliance"],"take":"As I‘ve written in the past, while painful for App Annie, I think this level of scrutiny will be a longer-term positive and will bring an increased level of maturity to this rapidly growing industry."},{"issue":58,"date":"2021-12-03","title":"Why embracing messy data can help us make better policy","url":"https://www.civilserviceworld.com/in-depth/article/why-embracing-messy-data-can-help-us-make-better-policy","author":"Civil Service World","domain":"civilserviceworld.com","section":"articles","topics":["Macro & economic signals","Web scraping & web data"],"take":"Policy makers are catching on to the benefits of various data sources. I have written in recent weeks about the G20’s Data Gaps Initiative. This article published by the Commission on Civil Society is referenced as well. Essentially, there is a lot of good that policymakers can do with better and more timely information. Much of this information is available today…the question remains, how to get it in front of the right people at the right time."},{"issue":58,"date":"2021-12-03","title":"The mainstreaming of ‘alternative data’ in private equity","url":"https://www.privateequitywire.co.uk/2021/11/24/309675/mainstreaming-alternative-data-private-equity","author":"Private Equity Wire","domain":"privateequitywire.co.uk","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"Private equity (PE) has been widely recognized as the likely next frontier for alternative data. The use cases can be quite different than you might see at a hedge fund as PE investors typically take a much longer-term view of the investment. The use of unique data in the due diligence process and then the ongoing tracking of investments is just getting started."},{"issue":58,"date":"2021-12-03","title":"12 Trends Shaping the Future of Digital Business","url":"https://emtemp.gcom.cloud/ngw/globalassets/en/publications/documents/2022-gartner-top-strategic-technology-trends-ebook.pdf","author":"Gartner","domain":"emtemp.gcom.cloud","section":"articles","topics":["Data strategy & culture","Data engineering"]},{"issue":58,"date":"2021-12-03","title":"interviews","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-michael-watson-episode","author":"Mark Fleming-Williams","pub":"The Alternative Data Podcast [","domain":"shows.acast.com","section":"podcasts","topics":["Crypto & digital assets","Analytics & data science"],"take":"Continuing to dig on the intersection of data & blockchain. Michael’s company Chained Metrics fits that description (minute 35:00). Big takeaway is the importance of understanding the business use case along with understanding how to work with the data. There are still a ton of hurdles when it comes to using blockchain, but the transparency and immutability features that are innate to blockchain are key to creating the next generation of financial products."},{"issue":58,"date":"2021-12-03","title":"interviews","url":"https://www.cxotalk.com/podcast","author":"CXO Talk podcast [","domain":"cxotalk.com","section":"podcasts","topics":["Analytics & data science"],"take":"The key takeaway for me was to get early wins and pick the right problem to target. Prioritize on those problems that the CXO team can rally behind. Focus on the impactful, not just the interesting. Brand your initiative and make an impact!"},{"issue":58,"date":"2021-12-03","title":"interview","url":"https://noahpinion.substack.com/p/interview-marc-andreessen-vc-and","author":"Mark Andreesen [","domain":"noahpinion.substack.com","section":"podcasts"},{"issue":59,"date":"2021-12-10","title":"Data discovery and data observability: how do they interact?","url":"https://towardsdatascience.com/data-discovery-and-data-observability-how-do-they-interact-8c5211df698","author":"Towards Data Science","domain":"towardsdatascience.com","section":"articles","topics":["Data governance & quality","Marketplaces & discovery"],"take":"How do you find, understand, and trust the data you have. Data observability and accuracy are the key. This is a great article about the data strategy to employ when addressing these problems (authors suggest two tools are better than one). You want to build trust. Once you have confidence in the data you can start building tools and processes on top to improve decision making across your organization."},{"issue":59,"date":"2021-12-10","title":"Measuring Climate Change: The Economic and Financial Dimensions","url":"https://www.imf.org/en/News/Articles/2021/11/17/sp111721-measuring-climate-change-opening-remarks","domain":"imf.org","section":"articles","topics":["ESG & climate","Macro & economic signals"],"take":"Mr. Li addresses a real problem with climate change and ESG initiatives. While well-meaning, they are difficult to measure and, therefore, difficult to manage. There is a need to strengthen the “climate information architecture”. The multitude of existing frameworks currently used by firms and financial institutions does not work. Consistent, timely, and uniform implementation of internationally agreed sustainability reporting standards are necessary. This will be a messy process with many competing priorities, but this is what global policymakers do, and progress is being made."},{"issue":59,"date":"2021-12-10","title":"Asset managers turn to alt data on supply chains","url":"https://www.advisor.ca/investments/market-insights/asset-managers-turn-to-alt-data-on-supply-chains/","author":"Advisor’s Edge","domain":"advisor.ca","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Good short article that gets right to the point. Interest in alternative sources of data is increasing. A huge challenge remains in taking that information and incorporating it into the decision-making process."},{"issue":59,"date":"2021-12-10","title":"101 Ways to Use Third Party Data to Make Smarter Decisions","url":"https://pages.awscloud.com/rs/112-TZM-766/images/101%20Ways%20to%20Use%20Third-Party%20Data%20eBook%20FINAL%2010_05.pdf","author":"AWS","domain":"pages.awscloud.com","section":"articles","topics":["Marketplaces & discovery","Alt data industry"]},{"issue":59,"date":"2021-12-10","title":"Carlyle investing $475m in Yipit","url":"https://www.bloomberg.com/news/articles/2021-12-06/carlyle-to-invest-up-to-475-million-in-alternative-data-firm","domain":"bloomberg.com","section":"articles","topics":["Alt data industry"]},{"issue":59,"date":"2021-12-10","title":"Research Challenges in Asset Management","url":"https://www.youtube.com/watch?v=8r39Q-VgXeA&ab_channel=afajof","domain":"youtube.com","section":"podcasts","topics":["Investing & hedge funds"],"take":"I’m frankly a bit surprised that this YouTube video only has 10k views in 11 months. These three people are among the pre-eminent investing minds of our day. They discuss all the pain points that I see every day. Time to review data, how to extract value, creating a “data moat”. These are important issue all the way to the top of the biggest investing organizations in the world. Key quotes:"},{"issue":59,"date":"2021-12-10","title":"Tokenization Of Big Data - Ocean Protocol","url":"https://podcasts.apple.com/kw/podcast/ep-65-tokenisation-of-big-data-ocean-protocol/id1492490959?i=1000541023737","author":"Economics Design podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Crypto & digital assets","Data strategy & culture"],"take":"I try to find what I can on the Ocean Protocol. Crypto-based data exchanges are of interest to me as they bring together two high growth spaces (data & crypto), but we have a long way to go. Recall, Ocean Protocol bills itself as the platform on which data and can be discovered, assigned value, and transacted."},{"issue":59,"date":"2021-12-10","title":"interview","url":"https://www.youtube.com/watch?v=UzVmY9V0-V0&ab_channel=RebelOne","author":"YouTube [","domain":"youtube.com","section":"podcasts","topics":["Data monetization"]},{"issue":59,"date":"2021-12-10","title":"2021 NFT Market Report","url":"https://go.chainalysis.com/rs/503-FAP-074/images/Chainalysis%20NFT%20Market%20Report.pdf","domain":"go.chainalysis.com","section":"podcasts","topics":["Crypto & digital assets","Investing & hedge funds"]},{"issue":6,"date":"2020-12-04","title":"The Rise of the Data Scientist.","url":"https://www.refinitiv.com/en/resources/special-report/refinitiv-2020-artificial-intelligence-machine-learning-global-study?utm_campaign=273063_2020GlobalMachineLearning&elqCampaignId=&utm_source=Perspectives&utm_medium=Blog&utm_content=&utm_term=Machine%20Learning&referredBy=","author":"Refinitiv","domain":"refinitiv.com","section":"articles","topics":["Analytics & data science","Market data & terminals"],"take":"Two things struck me as interesting. First, it is good to be a data scientist. The demand for these roles is only increasing. Second, the more data vendors that come to the market the lower the quality of the data. This means it is becoming more difficult to organize the data and extract meaningful value. It is essential a data vendor (like my company 90 West) be focused on being a great partner to data buyers."},{"issue":6,"date":"2020-12-04","title":"data management and strategy.","url":"https://www.alpha-week.com/how-data-management-has-evolved-meet-operational-challenges-alternative-asset-management-industry","author":"Mark Alayev","pub":"AlphaWeek","domain":"alpha-week.com","section":"articles","topics":["Data engineering"],"take":"Many firms are now acknowledging the importance of using all the data at your disposal to make better decisions. This article discusses the growing importance of how to incorporate disparate data sources and make it easy for decision-makers to access and use the data. Effectively managing these processes is a key to making sure the right information is getting in front of the right people at the right time."},{"issue":6,"date":"2020-12-04","title":"titled Predicting Consumer Demand in an Unpredictable World.","url":"https://hbr.org/2020/11/predicting-consumer-demand-in-an-unpredictable-world","author":"Harvard Business Review","domain":"hbr.org","section":"articles","topics":["Alt data industry","Analytics & data science"],"take":"See the above Yogi Berra quote about predictions. Alternative data sources can offer unique, impactful insights to decision makers. Alternative data needs to take the step of becoming more accessible across all levels of organizations. This will be the killer app that takes “alternative data” to simply “data”."},{"issue":6,"date":"2020-12-04","title":"interviewed by AI in Action podcast","url":"https://podcasts.apple.com/us/podcast/ai-in-action/id1442272943?i=1000487779104","author":"Renee Ernst","pub":"General Mills is [","domain":"podcasts.apple.com","section":"podcasts","topics":["AI & LLMs"],"take":"I thoughts this was a great look into how corporates can use data to drive value for various business units within a large company."},{"issue":6,"date":"2020-12-04","title":"Generate Rapid Business Impact with Alternative Data. They interview alternative data pioneer, UBS’s","url":"https://www.thinknum.com/resources/webinar/Rapid-business-impact/success","author":"Thinknum","domain":"thinknum.com","section":"podcasts","topics":["Alt data industry","Events & community"],"take":"This is a great real world look at how an experienced user of alternative data works. Not often do you get this kind of insight. I love how this is structured and seeks to keep the feedback loop going through each steps of the process."},{"issue":6,"date":"2020-12-04","title":"interviews Ben Zweig, CEO of Revelio Labs","url":"https://podcasts.apple.com/us/podcast/profiting-from-data/id1532057122?i=1000500333357","author":"Eagle Alpha CEO, Emmett Kilduff, [","domain":"podcasts.apple.com","section":"podcasts","topics":["Alt data industry","Marketplaces & discovery"],"take":"I like Ben’s thinking about the big picture of the alternative data space. This type of information will deepen the understanding of companies you are investing in or managing. There is a long way to go, but we are headed in the right direction."},{"issue":6,"date":"2020-12-04","title":"talks with Rishi Narang, founding principal of T2AM","url":"https://podcasts.apple.com/us/podcast/chat-with-traders/id957265404?i=1000500344973","domain":"podcasts.apple.com","section":"podcasts","topics":["Investing & hedge funds","Alt data industry"],"take":"This was interesting. Frankly a little different than other podcasts I typically target. T2AM invests in quant trading firms. The interview was more focused on quant and systematic trading in general as opposed to a discussion purely on alternative data. Rishi discussed the trend towards using “narrower models” which means that funds are more willing & interested in using datasets that will provide insights into a smaller number of companies. Rishi cites credit card data as an example as transaction data will only provide insights into consumer-oriented firms (few hundred) vs the entire market (few thousand)."},{"issue":60,"date":"2021-12-17","title":"Game-changers: Harnessing the power of alternative data","url":"https://www.finextra.com/blogposting/21388/game-changers-harnessing-the-power-of-alternative-data","domain":"finextra.com","section":"articles","topics":["Alt data industry","Data monetization"],"take":"While this article focuses on how F1 teams are putting vast amount of data to use, it is really about how the explosion of data generally is changing the way decisions are made. Research agency Forrester found that 56% of corporate decision makers say their firm is expanding their ability to source external data. 21% of them say they will do it in the next 12 months. As we’ve seen in related commentary, the best way to apply alternative data, focus on impactful use cases and get some “early wins” to demonstrate value. Then take steps to make the data-driven decision-making part of the culture of the organization, much like it has become within the F1 circuit."},{"issue":60,"date":"2021-12-17","title":"Web creator Tim Berners-Lee on the future of data","url":"https://www.raconteur.net/technology/tim-berners-lee-future-data/","author":"Raconteur","domain":"raconteur.net","section":"articles","topics":["AI & LLMs"],"take":"As background, in addition to creating the web 30 years ago, Tim Berners-Lee more recently partnered with AI expert Nigel Shadbolt in 2012 to start the Open Data Institute (ODI). The organization is focused on creating standards by which people use the growing amount of data in the world. This would lead to a trusted research data ecosystem. They argue that opening data and boosting collaboration will accelerate positive change globally and improve public sector technology and decision-making."},{"issue":60,"date":"2021-12-17","title":"Pandemic spurred use of alternative data","url":"https://www.centralbanking.com/benchmarking/economics/7905021/pandemic-spurred-use-of-alternative-data","author":"Central Banking","domain":"centralbanking.com","section":"articles","topics":["Alt data industry","Macro & economic signals"],"take":"I’ve seen an uptick in articles on policy makers focusing on alternative data sources. This trend has been accelerated by Covid as many traditional sources of information became less relevant or less useful given dramatic changes in consumer behaviors. We are seeing this at all levels, from the G20 Data Gaps Initiative to (anecdotally) more local US municipalities."},{"issue":60,"date":"2021-12-17","title":"The Future of Everything: DATA","url":"https://www.wsj.com/articles/how-to-understand-the-data-explosion-11638979214?mod=Searchresults_pos6&page=1","domain":"wsj.com","section":"articles","topics":["Data strategy & culture"]},{"issue":60,"date":"2021-12-17","title":"Unlocking The Next Growth Frontier By Using Alternative Data Sources","url":"https://www.forbes.com/sites/forbesbusinesscouncil/2021/12/06/unlocking-the-next-growth-frontier-by-using-alternative-data-sources/?sh=465669272b77","author":"Forbes","domain":"forbes.com","section":"articles","topics":["Alt data industry"]},{"issue":60,"date":"2021-12-17","title":"The Art and Science of Creating Personalized Portfolio Feeds powered by Alternative Data and AI","url":"https://ibkrwebinars.com/webinars/the-art-and-science-of-creating-personalized-portfolio-feeds-powered-by-alternative-data-and-ai/","domain":"ibkrwebinars.com","section":"podcasts","topics":["AI & LLMs","Alt data industry"],"take":"This presentation offered quite a few cool charts demonstrating how data scientists think about data, inputs, results, etc. As AI & ML improves, there is HUGE opportunity for alternative data providers to drive value for decision-makers. Neuravest is delivering on this promise."},{"issue":60,"date":"2021-12-17","title":"interviews","url":"https://ibsintelligence.com/podcasts/no-quants-required-how-new-platforms-offer-alternative-data-solutions/","author":"Robin Amlot","pub":"IBS Intelligence [","domain":"ibsintelligence.com","section":"podcasts","topics":["Alt data industry","Investing & hedge funds"],"take":"Short interview & to the point. Full disclosure, 90 West has partnered with Exabel to make it easier for decision makers to get to the insights in our data. Working with alternative data sources ia complex. Neil Chapman feels we are very near an inflection point at which tools will be ready to allow more investors easy access to the benefits of using alternative data sources. I agree!"},{"issue":61,"date":"2021-12-24","title":"Carlyle's Investment in Yipit Could Shake-up Wall Street's Research Market","url":"https://www.businessinsider.com/carlyle-yipit-alternative-data-sell-side-research-pressure-competition-2021-12","author":"Business Insider","domain":"businessinsider.com","section":"articles","topics":["Deals & funding"],"take":"This investment by Carlyle is huge for the industry. Quietly, this billion-dollar valuation happened the same week that a well-regarded “traditional” sell-side research firm, MKM Partners, was sold for $50m. Assumed to be approximately 1x revenue. This valuation disparity emphasizes the growth in data vs the traditional, more consultative approach to research services."},{"issue":61,"date":"2021-12-24","title":"5 Alt Data Best Practices After SEC Enforcement Action","url":"https://www.law360.com/articles/1447876/5-alt-data-best-practices-after-sec-enforcement-action","author":"Nicolas Dumont","pub":"Law360","domain":"law360.com","section":"articles","topics":["Alt data industry","Regulation, privacy & compliance"],"take":"This is a great example of a maturing industry. The further we as an industry get from the “wild west” days, the more broadly accepted the use of alternative data sources will become. Spoiler alert, here are the five:"},{"issue":61,"date":"2021-12-24","title":"interview","url":"https://blogs.cfainstitute.org/investor/2021/12/13/dan-joldzic-cfa-natural-language-processing-in-a-big-data-world/","author":"The CFA Institute","domain":"blogs.cfainstitute.org","section":"articles","topics":["Alt data industry"],"take":"While still early innings for NLP (Natural Language Processing), I’ve thought this is one of the more interesting growth areas in the alternative data space. Dan and the team at Alexandria are at the forefront of applying NLP to decision-making."},{"issue":61,"date":"2021-12-24","title":"raised $75m","url":"https://www.theblockcrypto.com/post/127747/data-startup-nansen-secures-fresh-funding-at-750-million-valuation","domain":"theblockcrypto.com","section":"articles","topics":["Crypto & digital assets","AI & LLMs"]},{"issue":61,"date":"2021-12-24","title":"Hedge fund demand to drive growth in global alternative data market","url":"https://www.hedgeweek.com/2021/12/17/310544/hedge-fund-demand-drive-growth-global-alternative-data-market","author":"Hedgeweek","domain":"hedgeweek.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"]},{"issue":61,"date":"2021-12-24","title":"interviews","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-jason-hills-episode","author":"Mark Fleming-Williams","pub":"the Alternative Data Podcast [","domain":"shows.acast.com","section":"podcasts","topics":["Alt data industry","Transaction & consumer data"],"take":"This was of particular interest to me as Jason’s former company, Facteus, is a leader in the consumer transaction space. Facteus is known for synthetic data. This is a process by which Facteus takes very granular data and changes it enough to remove any personal information (PII) while maintaining statistical relevance."},{"issue":61,"date":"2021-12-24","title":"interviews","url":"https://thedataexchange.media/nlp-and-ai-in-financial-services/","author":"Ben Lorica","pub":"The Data Exchange Podcast [","domain":"thedataexchange.media","section":"podcasts","topics":["AI & LLMs","Marketplaces & discovery"],"take":"Accern helps companies build & deploy AI applications easily. What this means in no-data scientist terms, is Accern makes it easy to figure out what large NLP datasets might tell a decision maker. As we have seen in recent weeks, there is a BIG need for tools that help executives better use data to inform decisions."},{"issue":62,"date":"2021-12-31","title":"Looking Ahead: PDL’s 2022 Predictions","url":"https://blog.peopledatalabs.com/post/2022-predictions?utm_source=Pardot&utm_medium=Email&utm_content=2022+Predictions","author":"People Data Labs (PDL)","domain":"blog.peopledatalabs.com","section":"articles","topics":["Data monetization"],"take":"I was particularly interested in CEO Sean Thorne’s idea that “every business will become a data business”. The other insight that caught my eye was PDL Director of Product Ben Eisenberg’s thought that the most value will be found in workflows, services, and engineering work that will reduce the effort that goes into consuming data and exposing it to the end user."},{"issue":62,"date":"2021-12-31","title":"Rise of alternative data could be a boon, not a bust, for hedge funds, says study","url":"https://www.eurekalert.org/news-releases/938600","domain":"eurekalert.org","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"There is a fear that alternative data & the ability to process vast amounts of data will create a split between the “haves & have-nots”. Professor Yang research indicates that, in fact, alternative data encourages all firms to bring in more highly skilled people to extract unique insights from the data, leading to stronger performance for the fund and for the market. Data alone does not provide the edge; it is the ability to process and interpret which sets firms apart from one another. The study indicates that as more data becomes available (a trend we are seeing) more firms will adopt, and a virtuous cycle slowly ensues."},{"issue":62,"date":"2021-12-31","title":"6 Most Important Health Plan Trends of 2022","url":"https://www.healthleadersmedia.com/payer/6-most-important-health-plan-trends-2022%E2%80%94plus-big-reform-question-mark","domain":"healthleadersmedia.com","section":"articles","topics":["Alt data industry","AI & LLMs"],"take":"Healthcare is monstrously large opportunity fraught with data challenges. Beyond the obvious privacy issues that come with more healthcare data, interoperability of legacy systems is daunting. But, as the article states: “…alternative data integrated from multiple sources and activated by artificial intelligence will be … game changers.”"},{"issue":62,"date":"2021-12-31","title":"‘Future trends in geospatial information: the five to ten year vision’","url":"https://spatialsource.com.au/five-drivers-of-change-in-geospatial-information/","domain":"spatialsource.com.au","section":"articles","topics":["Geospatial & location"]},{"issue":62,"date":"2021-12-31","title":"Top Trends for 2022","url":"https://podcasts.apple.com/us/podcast/the-top-trends-in-2022-for-data-leaders-from/id1509495585?i=1000544293426","author":"Cindy Howson","pub":"The Data Chief Podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["Data engineering","Data strategy & culture"],"take":"Great conversations with three leaders that are engaging with big data customers every day. I keep hearing about the importance of getting early wins when working with data. Simplify and understand the subject matter to really narrow in on key problems and delivering."},{"issue":62,"date":"2021-12-31","title":"2021: The Year in Charts","url":"https://www.mckinsey.com/featured-insights/2021-year-in-review/2021-the-year-in-charts","domain":"mckinsey.com","section":"podcasts","topics":["People & careers"]},{"issue":63,"date":"2022-01-07","title":"The rise of the chief data officer","url":"https://www.raconteur.net/c-suite/the-rise-of-the-chief-data-officer/","author":"Raconteur","domain":"raconteur.net","section":"articles","topics":["Data strategy & culture"],"take":"I didn’t realize the first “official” CDO role was established by Capital One in 2002. This is a really new role in corporate America! Today, 20 years later, more the half of the Fortune 500 has a CDO position. The role is moving from safeguarding data to making the data accessible in order to drive change & measure progress."},{"issue":63,"date":"2022-01-07","title":"7 data and analytics trends and predictions for 2022","url":"https://go.thoughtspot.com/ebook-seven-data-analytics-ai-trends-predictions-and-resolutions.html","domain":"go.thoughtspot.com","section":"articles","topics":["Analytics & data science","Data monetization"],"take":"ThoughtSpot makes 7 predictions for 2022. The one I will highlight is #2, the new role of “analytics engineer” as the world’s sexiest job! Analytics engineers create data products that include both the business insights and the rigor of backend engineering processes. This is another mention (see DataStax article below) of the importance of productizing data. People in this role need the business knowledge and data skills to translate data into stories that answer big questions. There is a need for insights that drive action."},{"issue":63,"date":"2022-01-07","title":"90 West Partners with Exabel","url":"https://www.exabel.com/blog/90-west-announces-new-insights-platform-in-partnership-with-exabel-to-empower-users-of-its-unique-data","domain":"exabel.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"]},{"issue":63,"date":"2022-01-07","title":"How to run a data business with SafeGraph's CEO Auren Hoffman","url":"https://www.saastock.com/blog/how-to-run-a-data-business-with-auren-hoffman-safegraph/","author":"Alexander Theuma, CEO","pub":"SaaStock","domain":"saastock.com","section":"podcasts","topics":["Data monetization"],"take":"I really enjoyed this interview. SafeGraph is a data company focused on data about physical places. They are extremely focused on providing the highest quality data. Auren indicates there are 10x more prospective customers today vs 3 years ago (off a small base) and that type of growth is likely to continue."},{"issue":63,"date":"2022-01-07","title":"A Reflection On The Data Ecosystem For The Year 2021","url":"https://www.dataengineeringpodcast.com/data-ecosystem-year-in-review-2021-episode-251/","author":"The Data Engineering podcast","domain":"dataengineeringpodcast.com","section":"podcasts","topics":["Data engineering","Deals & funding"],"take":"Roundtable discussion about themes and trends from the past year. This is a good discussion, even for those non-technical players in the data world…perhaps more important for the non-technical to listen. Two themes: 1- there are so many (too many?) tooling companies, expect M&A to thin the herd and focus on solutions rather than independence; 2- focus on answering the business question with confidence & creating a system that allows that to happen consistently."},{"issue":64,"date":"2022-01-14","title":"4 Data Quality Categories to Watch in 2022","url":"https://www.bigeye.com/blog/4-data-quality-categories-to-watch-in-2022","author":"Arpit Choudhry, Founder","pub":"Astorik","domain":"bigeye.com","section":"articles","topics":["Data governance & quality"],"take":"Data quality is a BIG issue. Trust takes years to build and can be lost in an instant. Ensuring quality is increasingly important as the amount of data grows. As tools to increase quality improve, the use cases will increase dramatically. The author cites four areas of importance:"},{"issue":64,"date":"2022-01-14","title":"How to overcome mistrust of data","url":"https://www.weforum.org/agenda/2021/12/how-to-overcome-mistrust-of-data/","author":"World Economic Forum (WEF)","domain":"weforum.org","section":"articles","topics":["Macro & economic signals"],"take":"According to the Visa Consumer Benefit Survey cited in the article, most consumers feel that companies benefit more from using their data than they do. Consumers want more control. WEF suggests a trust-improving framework that is built on technology & governance."},{"issue":64,"date":"2022-01-14","title":"Here’s why you should monetize your data over the blockchain","url":"https://blog.oceanprotocol.com/heres-why-you-should-monetize-your-data-over-the-blockchain-27cb93dfe805","author":"Ocean Protocol","domain":"blog.oceanprotocol.com","section":"articles","topics":["Data monetization","Crypto & digital assets"],"take":"On a note related to the above WEF article. Ocean Protocol is a World Economic Forum Technology Pioneer. I’ve written about Ocean Protocol in the past. Ocean is a blockchain protocol designed specifically to help data owners monetize their data assets. Many readers of this weekly are data owners struggling to find ways to most efficiently and effectively monetize. While very early, blockchain is a tool that will become more prevalent in coming years and should be on everyone’s radar."},{"issue":64,"date":"2022-01-14","title":"State of Mobile 2022.","url":"https://www.appannie.com/en/insights/market-data/state-of-mobile-2022/","domain":"appannie.com","section":"articles","topics":["Analytics & data science"]},{"issue":64,"date":"2022-01-14","title":"This","url":"https://braff.co/advice/f/announcing-the-2022-narcissist-forecasting-contest","domain":"braff.co","section":"articles","topics":["Analytics & data science"]},{"issue":64,"date":"2022-01-14","title":"Placer.ai","url":"https://www.yahoo.com/entertainment/placer-ai-location-analytics-startup-130806225.html","domain":"yahoo.com","section":"articles","topics":["AI & LLMs","Alt data industry"]},{"issue":64,"date":"2022-01-14","title":"Key AI and Data Trends for 2022","url":"https://thedataexchange.media/key-ai-and-data-trends-for-2022/","domain":"thedataexchange.media","section":"podcasts","topics":["AI & LLMs","Marketplaces & discovery"],"take":"Good 2022 trend-forecasting discussion. In particular, I liked how they bring up a couple companies within each area that are gaining traction. Bottom line is we have seen a huge increase in the number (and quality) of tools being developed to make data more useful."},{"issue":64,"date":"2022-01-14","title":"SigTech","url":"https://www.sigtech.com/","author":"The Alternative Data Podcast’s Mark Fleming-Williams [","domain":"sigtech.com","section":"podcasts","topics":["Alt data industry"],"take":"Anyone in the data space should review Mark’s library of interviews. This covers a large portion of the alternative data space, sellers, buyers and everyone in between."},{"issue":65,"date":"2022-01-21","title":"Alternative data remains top tech priority for hedge funds","url":"https://www.neudata.co/alternative-data-news/alternative-data-remains-top-tech-priority-for-hedge-funds","author":"Neudata","domain":"neudata.co","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"The article cites a report from Alternative Investment Management Association (AIMA). In a rare cautious note, only 1-in-5 survey respondents felt alternative data would be the biggest new trend over the next 12 months. The big winners were hybrid hedge/private equity products (48%) and digital assets (36%). The report does cite a focus on improving data infrastructure as a priority for investment managers, which will make data more accessible and more easily incorporated into the day-to-day decision-making process."},{"issue":65,"date":"2022-01-21","title":"Data Analytics Marathon: Why Your Organization Must Focus On The Finish","url":"https://www.forbes.com/sites/brentdykes/2022/01/12/data-analytics-marathon-why-your-organization-must-focus-on-the-finish/?sh=4d31d2bb3c3b","author":"Forbes contributor Brent Dykes","domain":"forbes.com","section":"articles","topics":["Analytics & data science","Data strategy & culture"],"take":"I like the framework listed below (see “interesting charts” section below). The author cites his experience when saying most companies drop off at the “last mile”…steps 4-5-6 below. I see steps 1-2 & 3 as being the toughest and most time consuming. Steps 4-5-6 are the fun part! He does touch on the importance of creating a positive data culture and I always like to include the importance of early wins when working with data…gets the executive team to buy-in to the entire process."},{"issue":65,"date":"2022-01-21","title":"Data Silos Are Here to Stay. Now What?","url":"https://www.datanami.com/2022/01/17/data-silos-are-here-to-stay-now-what/","author":"Krishna Subramanian","domain":"datanami.com","section":"articles","topics":["Data engineering"],"take":"Data Lakes were supposed to eliminate data silos within organizations. These “lakes” became very messy. The author says data silos are not going away and that is not a bad thing. The key for enterprises is to get visibility into data across the various buckets and datastores in the cloud, and then to mobilize data so the right data is living in the right class and tier at the right time. Embrace those silos!"},{"issue":65,"date":"2022-01-21","title":"overview of Oracle Networks","url":"https://statsrick.medium.com/what-is-your-trusted-source-of-information-49a24f8623ed","author":"Rick McFarland, Chief Data Officer","pub":"LexisNexis","domain":"statsrick.medium.com","section":"articles","topics":["Data strategy & culture"]},{"issue":65,"date":"2022-01-21","title":"Why Data Quality Matters to Smart Contracts","url":"https://www.youtube.com/watch?v=vbzIdqwB1BA&ab_channel=Chainlink","domain":"youtube.com","section":"podcasts","topics":["Data governance & quality","Crypto & digital assets"],"take":"I’ve written about data quality in recent weeks. Continuing that theme as it relates to blockchain applications. This was fascinating as a wide range of industry participants provided insights, uses cases and viewpoints. The common theme is, on-chain or off-chain, contracts don’t work without trustworthy, accurate, consistent inputs."},{"issue":65,"date":"2022-01-21","title":"interviews","url":"https://www.thetradenews.com/multimedia/trade-calls-refinitiv-a-look-at-whats-ahead-for-tca-in-2022/","author":"Kiays Khalil","pub":"The TRADE [","domain":"thetradenews.com","section":"podcasts","topics":["Investing & hedge funds","Alt data industry"],"take":"At the 8-minute mark, they discuss the use of alternative data in trading analytics. The key is that all data needs to go into trading decision. This is complex. What is new is that trading performance is real-time & dynamic rather just backwards looking. The new generation of traders needs to be responsive to events happening around the globe (inclusive of “alternative data” rather than just the price books). Information dispersion happens at different times and different speeds. Pulling all into a common platform is the key so the data can be used effectively."},{"issue":65,"date":"2022-01-21","title":"in SEC filings. This makes them documents less readable. Length increases as companies try to CYA (Cover Your Ass)","author":"More data is being","section":"podcasts","topics":["Regulation, privacy & compliance"]},{"issue":66,"date":"2022-01-28","title":"2021’s Top Data Gaps & Predictions For 2022","url":"https://riwi.com/insights/2021s-top-data-gaps-predictions-for-2022/","author":"Riwi","domain":"riwi.com","section":"articles","topics":["Alt data industry"],"take":"I am most interested in thoughts moving forward. Below is a list of where Riwi expects to see “data gaps” in 2022. In other words, if you have data in these areas, you should do well."},{"issue":66,"date":"2022-01-28","title":"It is Moneyball Time!","url":"https://aswathdamodaran.blogspot.com/2022/01/data-update-1-for-2022-it-is-moneyball.html","author":"NYU Professor Aswath Damodaran","domain":"aswathdamodaran.blogspot.com","section":"articles","topics":["Investing & hedge funds","Analytics & data science"],"take":"This is a good data blog. Worth entering your email address for the updates. Some caveats mentioned for using data:"},{"issue":66,"date":"2022-01-28","title":"Empowering the New Decision Makers to Act with Modern Self Service Analytics","url":"https://media.thoughtspot.com/pdf/HBR-ThoughtSpot-Empowering-the-New-Decision-Makers-to-Act-with-Modern-Self-Service-Analytics.pdf","author":"Harvard Business Review, sponsored by ThoughtSpot","domain":"media.thoughtspot.com","section":"articles","topics":["Analytics & data science"],"take":"There are a ton of resources being allocated to solve the problem of getting the right data to the right people at the right time. And much like you do not ask how Amazon is getting that package to your front door…companies like ThoughtSpot are trying to remove the need for technical capabilities and just make it easy to get answer to your business questions."},{"issue":66,"date":"2022-01-28","title":"Are you a data broker? Chances are high that state and federal regulators think so","url":"https://www.reuters.com/legal/legalindustry/are-you-data-broker-chances-are-high-that-state-federal-regulators-think-so-2022-01-20/","author":"Cynthia Cole and colleagues","pub":"Baker Botts, LLP","domain":"reuters.com","section":"articles","topics":["Regulation, privacy & compliance","Marketplaces & discovery"],"take":"If the market for data continues to grow (see Bonus article below), there will be more regulatory attention. This is net positive as the industry gets professionalized and data providers become trusted, regulated entities. There will be bumps along the road but that comes with the growth."},{"issue":66,"date":"2022-01-28","title":"Alternative Data Global Market To Grow At Huge Rate Of 44% Through 2026","url":"https://tech.einnews.com/pr_news/561181477/alternative-data-global-market-to-grow-at-huge-rate-of-44-through-2026","author":"The Business Research Company","domain":"tech.einnews.com","section":"articles","topics":["Alt data industry"]},{"issue":66,"date":"2022-01-28","title":"10 Alternative Datasets: How to Apply Them to Fundamental Research","url":"https://www.linkedin.com/pulse/alternative-data-primer-quick-guide-get-you-up-patrick-chan-cfa/","author":"Patrick Chan","domain":"linkedin.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"]},{"issue":66,"date":"2022-01-28","title":"The Importance of Data Contracts as The Interface for Data Integration","url":"https://open.spotify.com/episode/6uF8GSgCaupJGMIRdVlJcq?si=qqp9RfrhQHy65tBdG0QYmw","author":"The Data Engineering Podcast","domain":"open.spotify.com","section":"podcasts","topics":["Data governance & quality","Marketplaces & discovery"],"take":"Host Tobias Macey interviews Abhi Sivasailam of Flexport. Thought this was an interesting conversation and really puts some structure around the contracting & use of data. Data contracts make explicit what is implicit. Contracts guarantee correctness & accuracy. This is a conversation about structuring your business vs your data vendor’s business offering to best create solid, mutually beneficial agreements between the two parties."},{"issue":66,"date":"2022-01-28","title":"BattleFin","url":"https://www.battlefin.com/events/miami-2022","domain":"battlefin.com","section":"podcasts","topics":["Marketplaces & discovery"]},{"issue":67,"date":"2022-02-04","title":"How to Treat Your Data Like a Product","url":"https://www.montecarlodata.com/blog-how-to-treat-your-data-like-a-product/","author":"Monte Carlo","domain":"montecarlodata.com","section":"articles","topics":["Data governance & quality"],"take":"Better tools & a clearer understanding of the potential that comes with using data wisely is opening the market. This article provides insights from a few different industry leaders (Convoy, Uber, Retool) as to how they are productizing data and how that helps achieve goals. The key is to get stakeholder alignment (buy-in), apply a product management mindset, invest in self-service tooling, prioritize data quality and reliability, find the right team structure. This all comes back to being able to tell a great story using data. Engage decision makers and demonstrate reliability."},{"issue":67,"date":"2022-02-04","title":"Predictions for Alternative Data in 2022","url":"https://www.financederivative.com/predictions-for-alternative-data-in-2022/","author":"Neil Chapman","pub":"Finance Derivative the article","domain":"financederivative.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"There are some great predictions in the article, but I’ll focus on the tooling solutions mentioned (full disclosure: 90 West partners with Exabel). Tooling solutions will (finally) have their moment. I have found most decision makers understand the value of additional unique sources of data, but struggle with ease of access, trust, and timely-ness. Great tools offer solutions to this problem. Many have tried and failed to get broad adoption for a variety of reasons. Give tech improvements and shifts in attitude, we may now be at a point where the buy-side takes note and adopts these solutions broadly."},{"issue":67,"date":"2022-02-04","title":"The Data-Driven Enterprise of 2025.","url":"https://www.mckinsey.com/business-functions/mckinsey-analytics/our-insights/the-data-driven-enterprise-of-2025","author":"McKinsey","domain":"mckinsey.com","section":"articles","topics":["Data strategy & culture"],"take":"McKinsey developed a framework of seven characteristics for becoming a data-driven enterprise. These are good high-level ideas to keep in mind as decisions are made. A lot of this seems a long way off but 2025 will be here before we know it."},{"issue":67,"date":"2022-02-04","title":"Why They Raised $100m","url":"https://www.placer.ai/blog/placer-ai-series-c/","domain":"placer.ai","section":"articles","topics":["AI & LLMs"]},{"issue":67,"date":"2022-02-04","title":"concluding statement","url":"https://www.imf.org/en/News/Articles/2022/01/27/mcs012722-japan-staff-concluding-statement-of-the-2022-article-iv-mission","author":"IMF","domain":"imf.org","section":"articles","topics":["ESG & climate","Macro & economic signals"]},{"issue":67,"date":"2022-02-04","title":"interviews","url":"https://thedataexchange.media/machine-learning-at-discord/","author":"Ben Lorica","pub":"the Data Exchange Podcast [","domain":"thedataexchange.media","section":"podcasts","topics":["Marketplaces & discovery"],"take":"I thought this was interesting as I have been spending a lot more time on Discord. It is a great communications tool. Gaurav recently move to Discord from Google. He is starting from scratch at Discord, building the team and developing a culture. This sounds like a great opportunity for him to make an enormous impact. The focus is using NLP to improve personalization, recommendation, and information extraction."},{"issue":67,"date":"2022-02-04","title":"interviews","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-centerbook-episode","author":"Mark Fleming-Williams","pub":"the Alternative Data Podcast [","domain":"shows.acast.com","section":"podcasts","topics":["Alt data industry"],"take":"CenterBook launched November 2021. Interesting background on a new fund idea focused on using data to build better strategies."},{"issue":68,"date":"2022-02-11","title":"Accessing and Using Wholesale Data","url":"https://www.fca.org.uk/publication/feedback/fs22-1.pdf","author":"The FCA","domain":"fca.org.uk","section":"articles","topics":["Alt data industry","Regulation, privacy & compliance"],"take":"In March 2020 the FCA (Financial Conduct Authority) issued a CFI (Call for Input) to better understand how data and advance analytics are being accessed and used in wholesale markets. There is a lot of discussion of the rapidly developing alternative data market and the impact on markets, but it seems the conclusion from this regulatory body is to gather more information."},{"issue":68,"date":"2022-02-11","title":"Make AI & BI Work at Scale","url":"https://www.atscale.com/wp-content/uploads/2022/01/Make-AI-BI-Work-at-Scale.pdf","author":"AtScale","domain":"atscale.com","section":"articles","topics":["AI & LLMs","Data governance & quality"],"take":"There is a lot here. This is a consolidate book of interviews with 15 different thought leaders in the data world. They hit on all the buzz words, like AI, ML, Data Democratization, Data Quality, Data Driven Culture … but I will focus on the term “semantic layer”. There is a good description on page 13. The term is used over 100 times in the 94 pages. A semantic layer is a business representation of data. A semantic layer will bridge the gap between the data people & the business people. This is a big hurdle to getting everyone to engage with data and understand the benefits of using data well."},{"issue":68,"date":"2022-02-11","title":"Alternative Data is the New Paradigm for Monitoring Investment Risk","url":"https://www.alpha-week.com/alternative-data-new-paradigm-monitoring-investment-risk","author":"Marina Goche, CEO","pub":"Alpha Week","domain":"alpha-week.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Given all the new risks (digital assets, meme-stocks, global supply issues, pandemics, etc) traditional data alone cannot provide the 360-degree view of the market necessary to monitor and manage risks. The author’s company can help assess & highlight new risks."},{"issue":68,"date":"2022-02-11","title":"What Percentage of Investing is Data Driven and How Much is Going with Your Gut?","url":"https://medium.datadriveninvestor.com/what-percentage-of-investing-is-data-driven-and-how-much-is-going-with-your-gut-9a5e1218db67","author":"Jason Huynh","domain":"medium.datadriveninvestor.com","section":"articles","topics":["Data strategy & culture","Alt data industry"],"take":"According to the article, the answer is 20% data, 80% gut. The use of alternative data is discounted as “not proven”. The focus of the article becomes that data is everywhere (too much?) and it is easy to get lost in the numbers and end up making a decision based on gut and instinct rather than the data. That is the challenge of being an investor. Separate the signal from the noise and figure out a way to consistently beat the market."},{"issue":68,"date":"2022-02-11","title":"interviews","url":"https://mission.org/the-data-chief/42-using-data-to-transform-the-fan-experience-in-football-and-basketball-insights-from-the-indianapolis-colts-and-orlando-magic/","author":"The Data Chief [","domain":"mission.org","section":"podcasts","topics":["Analytics & data science","Data strategy & culture"],"take":"This regular podcast interviews data & analytics leaders to share stories. I thought this was fascinating as I love sports, in particular baseball, and that is the sport most impacted by analytics. This discussion was more focused on using data to enhance the customer experience. There is so much do to, particularly with ticketing and the fan experience, that is driven by data. What I find really interesting is the potential for in-arena gambling that is still a few years away. That will be an enormous game-changer."},{"issue":69,"date":"2022-02-18","title":"The Economics of Data Businesses","url":"https://pivotal.substack.com/p/economics-of-data-biz","author":"Abraham Thomas","domain":"pivotal.substack.com","section":"articles","topics":["Data monetization","Macro & economic signals"],"take":"This was the best article I’ve read in some time. I am struggling to share my thoughts succinctly. I can relate to much of the article, but the idea that a data business needs a MVC (minimally viable corpus) or a quantity of data below which the data has little value. This why one reason why, at scale, data businesses are so powerful with such high barriers to entry."},{"issue":69,"date":"2022-02-18","title":"interview","url":"https://spectrum-ieee-org.cdn.ampproject.org/c/s/spectrum.ieee.org/amp/andrew-ng-data-centric-ai-2656501647","author":"Eliza Strickland","pub":"IEEE Spectrum","domain":"spectrum-ieee-org.cdn.ampproject.org","section":"articles","topics":["AI & LLMs"],"take":"It is extremely valuable to hear form industry thought leaders like Andrew Ng. Among the more interesting things Andrew posits is the idea that “in this decade the biggest shift will be to data-centric AI”. A bottleneck will be efficiently getting the (high quality) data needed to develop systems that work well."},{"issue":69,"date":"2022-02-18","title":"Datanomics","url":"https://magis.substack.com/p/datanomics","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"articles","topics":["Alt data industry","Data monetization"],"take":"Alex recently left Coatue and is going to be doing some great things in the data world. Pay attention. This article addresses the opportunity to change the way data is collected and used. We are still using old fashioned methods to get our hands on data. As we get better at collecting real time, more accurate data, the better decision we will make, be it in investing, policy-making, or corporate decisions."},{"issue":69,"date":"2022-02-18","title":"Google Cloud Data Analytics VP Jumps To DataRobot","url":"https://www.crn.com/news/cloud/google-cloud-data-analytics-vp-jumps-to-datarobot?blaid=2596322&itc=refresh","domain":"crn.com","section":"articles","topics":["Analytics & data science","People & careers"]},{"issue":69,"date":"2022-02-18","title":"Alternative data and revolutionizing the world of investing","url":"https://www.insidermonkey.com/blog/alternative-data-and-revolutionizing-the-world-of-investing-1027807/","author":"Insider Monkey","domain":"insidermonkey.com","section":"articles","topics":["Alt data industry"]},{"issue":69,"date":"2022-02-18","title":"Why External Data Needs to be Part of Your Data & Analytics Strategy","url":"https://info.explorium.ai/hubfs/OReilly.pdf","author":"Joseph Stec","pub":"O’Reilly Media","domain":"info.explorium.ai","section":"articles","topics":["Data monetization","Analytics & data science"]},{"issue":69,"date":"2022-02-18","title":"Carson Boneck of Balyasny Asset Management","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-balyasny-asset-management-episode","author":"Mark Fleming-Williams","pub":"The Alternative Data Podcast","domain":"shows.acast.com","section":"podcasts","topics":["Alt data industry"],"take":"Good to hear from the buyside about how they are thinking about data, technology, and investment process. Data is growing in importance and the leaders are pulling away with their scale & ongoing learnings (see above article about data taking time to get right, but once \"right\"...very powerful). However, it “takes time to get data right” (minute 17:00) and the way you get good at this stuff is consistent iteration and feedback."},{"issue":7,"date":"2020-12-11","title":"Contextualising alternative data is key to garnering true insights","url":"https://www.hedgeweek.com/2020/12/07/293194/contextualising-alternative-data-key-garnering-true-insights","author":"The first article highlighted this week was","domain":"hedgeweek.com","section":"articles","topics":["Alt data industry","Analytics & data science"],"take":"I agree that finding ways to harness data/technology in a way that can bring insight to investment portfolios is likely to be the next significant phase of evolution. Change is slow, especially at established firms where new processes are breaking from long traditions that have historically worked well."},{"issue":7,"date":"2020-12-11","title":"The Data Land-Grab Continues As S&P Global Acquires IHS Markit For $44B.","url":"https://www.forbes.com/sites/douglaslaney/2020/12/03/the-data-land-grab-continues-sp-global-to-acquire-ihs-markit/?sh=778c0a1a6950","domain":"forbes.com","section":"articles","topics":["Deals & funding","Market data & terminals"],"take":"Really like the idea of data being a “land grab”. The winners will be those that own unique, relevant data combined with the ability to deliver that data to the right person at the right time. S&P and IHS Markit are in the business of delivering the right data to the right people at the right time. They will be a force to reckon with in the years to come. Look for more M&A that will be focused on cornering the market on high quality data."},{"issue":7,"date":"2020-12-11","title":"Starbucks Isn’t a Coffee Business — It’s a Data Tech Company.","url":"https://marker.medium.com/starbucks-isnt-a-coffee-company-its-a-data-technology-business-ddd9b397d83e","domain":"marker.medium.com","section":"articles","topics":["Data strategy & culture"],"take":"Starbucks is the gold standard when it comes to corporations using data. Not just to better serve their customer (personalization, etc) but also everything from picking better real estate to predicting when a coffee machine might break down (IoT). It is amazing. One key that Starbucks clearly demonstrates is the C-level buy-in required to make data insights core to informing day-to-day management of the business."},{"issue":7,"date":"2020-12-11","title":"interviews Scott “The Data Whisperer” Taylor","url":"https://podcasts.apple.com/us/podcast/ai-mentors/id1442270133?i=1000478314908","author":"AI Mentors podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["AI & LLMs"],"take":"Scott’s company, MetaMeta Consulting, helps people tell their data story. This is important when it comes to getting the “buy-in” from c-level management. Making the value you can create easily understood and accessible to all levels within an organization is a key. A developing theme each week in my newsletter has become simplifying & communicating the value data brings to decision makers, this is a hot topic in the data space."},{"issue":7,"date":"2020-12-11","title":"interviews Head of UBS Mgmt quantitative evidence and data (QED) science group Bryan Cross","url":"https://podcasts.apple.com/us/podcast/waters-wavelength/id1081262344?i=1000429932853","author":"Waters Technology [","domain":"podcasts.apple.com","section":"podcasts","topics":["Investing & hedge funds","Alt data industry"],"take":"A bit dated as it was recorded in early 2019, but this is worth a listen. Great discussion of the real day-to-day challenges of the fundamental portfolio manager and how alternative data and new technologies can help improve client outcomes"},{"issue":70,"date":"2022-02-25","title":"Setting the Scene - The Need for a New Data Gaps Initiative","url":"https://www.imf.org/en/News/Articles/2022/02/23/sp022322-setting-the-scene-the-need-for-a-new-data-gaps-initiative","domain":"imf.org","section":"articles","topics":["Alt data industry","Analytics & data science"],"take":"I’ve written about The Data Gaps Initiative in the past. Most recently November 12, 2021 & October 15, 2021, but as far back as October 18, 2020. Recall the DGI is a joint effort of the G20 Finance Ministers and Central Bank Governors to address gaps in data available to policy makers. This was instituted after the 2008 crash and continues to make (very slow) progress. One of the key focuses going forward will be “access to private sources of data and administrative data” … in which I would include alternative data sources."},{"issue":70,"date":"2022-02-25","title":"more scientific approach","url":"https://www.adia.ae/en/guide/ADIA%20Bets%20on%20Scientific%20Approach%20Using%20Quant%20Experts%20-%20The%20Financial%20Times.pdf","domain":"adia.ae","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"This article focuses on ADIA’s hiring of various experts, mostly quantitative, outside the realm of finance. Among other things, the article calls out the increased use of alternative data sources."},{"issue":70,"date":"2022-02-25","title":"7 Steps for Building a Valuable Data Product","url":"https://www.eckerson.com/articles/7-steps-for-building-a-valuable-data-product","author":"Eckerson’s Joe Hillary","domain":"eckerson.com","section":"articles","topics":["Data monetization","Investing & hedge funds"],"take":"This is a great framework for creating data products. These each resonate with my experience at 90 West, perhaps most is the feedback channels & collaborative space…as quant funds tend to be secretive, we’ve had the most trouble there and continue to work to keep an open dialogue with clients."},{"issue":70,"date":"2022-02-25","title":"Exploring the Alternative Data Frontier","url":"https://medium.datadriveninvestor.com/exploring-the-alternative-data-frontier-9d33b8d66b2a","author":"Barbara Matthews","pub":"The Data Driven Investor","domain":"medium.datadriveninvestor.com","section":"articles","topics":["Alt data industry","Investing & hedge funds"]},{"issue":70,"date":"2022-02-25","title":"Ocean Protocol Update || 2022","url":"https://medium.com/oceanprotocol/ocean-protocol-update-2022-e4263fa55549","author":"Trent McConaghy, Founder","pub":"Ocean Protocol","domain":"medium.com","section":"articles","topics":["Crypto & digital assets"]},{"issue":70,"date":"2022-02-25","title":"interviews","url":"https://open.spotify.com/episode/1A1ShMw9q520tCnha20hJG?si=t9vD8y2BT5-CJ7F3LPNz2A","author":"Voices","pub":"the Data Economy [","domain":"open.spotify.com","section":"podcasts","topics":["Crypto & digital assets","Data monetization"],"take":"Voices of the Data Economy is sponsored by Ocean Protocol. Ocean Protocol is the on-ramp for data systems onto the crypto ecosystem. I’ve followed these guys over the last year or so. They are doing some very interesting things, but I still think we have a long way to go before people are broadly using blockchain infrastructure for custody & management of data. However, this is most definitely something to watch, particularly the idea of Data NFTs solving the copyright for data problem."},{"issue":72,"date":"2022-03-11","title":"Why do Online Business Need Data","url":"https://www.econotimes.com/Why-do-Online-Business-Need-Data-1628570","author":"EconoTimes","domain":"econotimes.com","section":"articles","topics":["Data strategy & culture"],"take":"Access to data, and driving great insight from data, is a huge competitive advantage."},{"issue":72,"date":"2022-03-11","title":"There’s a Multibillion-Dollar Market for Your Phone’s Location Data","url":"https://themarkup.org/privacy/2021/09/30/theres-a-multibillion-dollar-market-for-your-phones-location-data","author":"Jon Keegan and Alfred Ngof The Markup","domain":"themarkup.org","section":"articles","topics":["Geospatial & location","Regulation, privacy & compliance"],"take":"There are a lot of companies trying to drive insight from location data. This article does a good job outlining the players in that market. With regards to location data, the big fear is consumer privacy. As I’ve discussed in the past, consumers want “privacy” and “control” of their data, but they also want all the benefits of sharing their data. The companies collecting and trading the data offer wonderful services that are really nice to have…and most related services are offered free!"},{"issue":72,"date":"2022-03-11","title":"The Data Observatory","url":"https://dataobservatory.substack.com/p/welcome-to-the-data-observatory?s=r","domain":"dataobservatory.substack.com","section":"articles","topics":["Alt data industry"]},{"issue":72,"date":"2022-03-11","title":"Finance firms scrape alternative data from unexpected sources","url":"https://www.techtarget.com/searchenterpriseai/news/252514153/Finance-firms-scrape-alternative-data-from-unexpected-sources","author":"Shaun Sutner","pub":"TechTarget","domain":"techtarget.com","section":"articles","topics":["Alt data industry"]},{"issue":72,"date":"2022-03-11","title":"Satyen Sangani","url":"https://www.safegraph.com/podcasts/satyen-sangani-were-still-in-the-dark-ages-of-data","author":"Auren Hoffman’s World","pub":"DAAS podcast","domain":"safegraph.com","section":"podcasts","topics":["Alt data industry","Data monetization"],"take":"“We are still in the dark ages of data”. The interview starts with a discussion of the strong demand for people with data skills in the market today. Most interesting to me was the discussion around the increasing use of alternative data (minute 28:00). Both Auren and Satyen note the increase in demand for alternative data seen in the last six months."},{"issue":72,"date":"2022-03-11","title":"Stephen Orban","url":"https://sardertv.com/full-interview-stephen-orban/","author":"SarderTV","domain":"sardertv.com","section":"podcasts","topics":["Marketplaces & discovery","People & careers"],"take":"Stephen & AWS Marketplace have a great perspective on the industry. The compute capability that the cloud has given everyone is a game changer. The amount of data that is accessible today would not have been possible 10 years ago without a significant investment of time, talent and money. Stephen authored Ahead in the Cloud: Best Practices for Navigating the Future of Enterprise IT."},{"issue":73,"date":"2022-03-18","title":"How to buy data, the price to pay","url":"https://www.cuemacro.com/2022/03/14/how-to-buy-data-the-price-to-pay/","author":"Saeed Amen","pub":"Cuemacro","domain":"cuemacro.com","section":"articles","topics":["Alt data industry","Marketplaces & discovery"],"take":"Saeed Amen literally wrote the bookon alternative data. Pricing data is hard. As a data vendor, you need to be a good partner to BOTH the data buyer and the source of the data. Both are important long-term partnerships. If structured smartly, all parties should do well."},{"issue":73,"date":"2022-03-18","title":"Why Do Chief Data Officers Have Such Short Tenures?","url":"https://hbr.org/2021/08/why-do-chief-data-officers-have-such-short-tenures","author":"Tom Davenport, Randy Bean, & Josh King co-","pub":"HBR the article:","domain":"hbr.org","section":"articles","topics":["Data strategy & culture"],"take":"The growth of the CDO role in large firms has surged in recent years, but average tenure is less that than of an NFL player at just 2.5 years (with possibly the same risk of being concussed, ha!). This short tenure is driven by high expectations, unclear objectives, and low ability to deliver. A theme of my email in the past has been that data takes time. This is not an overnight solution. The key is to start with clear objectives, win some champions, and get a few quick, small, highly visible, wins."},{"issue":73,"date":"2022-03-18","title":"State of the Art","url":"https://www.ft.com/partnercontent/precisely/state-of-the-art.html","author":"FT","domain":"ft.com","section":"articles","topics":["Market data & terminals","Investing & hedge funds"],"take":"Good interview with someone with a ton of experience in the data world. Key for me is that everything is dependent on data. It is more important now than ever that people have confidence in the data and they have an understanding of the journey it went through before it ended up on their screen."},{"issue":73,"date":"2022-03-18","title":"Why Alternative Data is All the Rage","url":"https://www.linkedin.com/pulse/why-alternative-data-all-rage-matthew-bernath/?trackingId=iIqFYj61m1Td1%2B%2FdUs3wLw%3D%3D","author":"Matthew Bernath","pub":"Rand Merchant Bank","domain":"linkedin.com","section":"articles","topics":["Alt data industry"]},{"issue":73,"date":"2022-03-18","title":"Customer Data Platform messaging and positioning","url":"https://experiencestack.co/wow-customer-data-platforms-youve-sure-come-up-with-a-unique-way-to-visualize-what-you-do-60a10a83a4c0","domain":"experiencestack.co","section":"articles","topics":["Transaction & consumer data"]},{"issue":73,"date":"2022-03-18","title":"interviews","url":"https://www.safegraph.com/podcasts/javier-de-la-torre","author":"Auren Hoffman’s World","pub":"DAAS Podcast [","domain":"safegraph.com","section":"podcasts","topics":["Alt data industry","Data monetization"],"take":"Agreed. My take is that the big companies have the resources to make better use of the alternative data."},{"issue":74,"date":"2022-03-25","title":"Accessing and using wholesale data","url":"https://www.fca.org.uk/publications/feedback-statements/fs22-1-accessing-and-using-wholesale-data","author":"The FCA (Financial Conduct Authority)","domain":"fca.org.uk","section":"articles","topics":["Alt data industry","Regulation, privacy & compliance"],"take":"There is a lot of very good information in this 43-page document. Will focus on the alternative data commentary starting in section 3.79 on page 29. Based on this feedback it is clear alternative data has value and we are still early in the process of wide market adoption. The big remaining hurdles are regulatory, data quality, and team skills needed to derive insight."},{"issue":74,"date":"2022-03-25","title":"ABA Risk & Compliance","url":"https://bankingjournal.aba.com/compliance/","author":"Ben Richmond","pub":"CUBE","domain":"bankingjournal.aba.com","section":"articles","topics":["Regulation, privacy & compliance","Alt data industry"],"take":"The short answer is “it depends”. You need to use the data properly and be aware of the regulatory Issues. Like most new technologies, regulation takes some time to catch up. If you do this well, and the author hopes you engage his company to help, the rewards of using data will certainly outweigh the risk."},{"issue":74,"date":"2022-03-25","title":"How to Market Your Data","url":"https://www.neudata.co/education/how-to-market-your-data","author":"Neudata","domain":"neudata.co","section":"articles","topics":["Marketplaces & discovery","Events & community"],"take":"This is similar to the data pricing article written by Saeed Amen I highlightedlast week. The key is clearly & concisely defining who you are and how your data will help the buyer. This is easier said than done. Different data buyers will engage with the data very differently. The article addresses trial period (be flexible) and most effective ways to find new buyers (a Neudata conference)."},{"issue":74,"date":"2022-03-25","title":"30 Chief Data Officers Form New Angel Syndicate to Invest in Data Startups","url":"https://www.prnewswire.com/news-releases/30-chief-data-officers-form-new-angel-syndicate-to-invest-in-data-startups-301503278.html","domain":"prnewswire.com","section":"articles","topics":["Deals & funding"]},{"issue":74,"date":"2022-03-25","title":"The Modern Data Stack Is Not an End State","url":"https://arpitc.substack.com/p/mds-not-an-end-state?s=r","author":"Astorik’s Arpit Choudhury","domain":"arpitc.substack.com","section":"articles","topics":["Data engineering"]},{"issue":74,"date":"2022-03-25","title":"What is data observability? Here’s what you need to know.","url":"https://www.bigeye.com/blog/what-is-data-observability","author":"BigEye","domain":"bigeye.com","section":"articles","topics":["Data governance & quality"]},{"issue":74,"date":"2022-03-25","title":"Data50: The World’s Top Data Startups","url":"https://future.a16z.com/data50/","author":"VC firm Andreesen Horowitz","domain":"future.a16z.com","section":"articles","topics":["Deals & funding"]},{"issue":74,"date":"2022-03-25","title":"interviews","url":"https://ibsintelligence.com/podcasts/the-role-of-alternative-data-in-the-investment-risk-landscape/","author":"Gaia Lamperti","pub":"IBS Intelligence Podcast [","domain":"ibsintelligence.com","section":"podcasts","topics":["Investing & hedge funds"],"take":"The need to monitor digital channels gained a lot of attention during the meme stock craze of early 2021. It is yet another piece of the investing mosaic that investors need to track. Making sense of all the digital noise is important. Sentifi does this well."},{"issue":75,"date":"2022-04-01","title":"Breaking down quant questions","url":"https://www.cuemacro.com/2022/03/25/breaking-down-quant-questions/","author":"Saeed Amen","pub":"CueMacro","domain":"cuemacro.com","section":"articles","topics":["Investing & hedge funds"],"take":"Industry thought leader Saeed Amen takes a step back and examines the importance of asking the right questions of the data. This highlights the importance of domain expertise."},{"issue":75,"date":"2022-04-01","title":"Why Are So Many Data Scientists Quitting Their Jobs?","url":"https://www.kdnuggets.com/2022/03/many-data-scientists-quitting-jobs.html","author":"Natassha Selvaraj","pub":"KD Nuggets the article","domain":"kdnuggets.com","section":"articles","topics":["Analytics & data science","People & careers"],"take":"Two reasons cited, mismatched expectations & inability to add business value. It is important to set expectations early. Ideally, you want to under-promise and over-deliver. This is not always possible. It is important to get some early wins when starting a new data project. This helps get management on-board and excited about the possibilities. This ties in with the second issue, lack of domain knowledge can really impede a data scientist new to a role. The key here is to articulate what you can accomplish and work with domain experts to find a path to add value over time. These are tough issues. The value one can extract from data is hyped in board rooms, but reality can be a btch."},{"issue":75,"date":"2022-04-01","title":"Who’s ready for ‘alt’ data?","url":"https://www.bworldonline.com/whos-ready-for-alt-data/","author":"Ana Olivia A Tirona","pub":"Business World","domain":"bworldonline.com","section":"articles","topics":["Alt data industry","Transaction & consumer data"],"take":"This article is focused on engaging the unbanked with the Philippines. There is a big opportunity to use alternative data sources to engage with the 7 out of 10 Filipinos that do not have a transaction account (and are largely unable to access banking services). Big numbers! There is a still very long way to go, but the Bangko Sentral ng Pilipinas (BSP) included in its National Strategy for Financial Inclusion (NSFI) for 2022 to 2028 the idea that “Financial inclusion is a state in which everyone, especially the vulnerable sectors, has effective access to a wide range of financial services”. This is getting attention from high places."},{"issue":75,"date":"2022-04-01","title":"Tenth Review of IMF Data Standards Initiatives","url":"https://www.imf.org/en/Publications/Policy-Papers/Issues/2022/03/15/Tenth-Review-of-IMF-Data-Standards-Initiatives-515139","author":"The IMF","domain":"imf.org","section":"articles","topics":["Macro & economic signals","Data governance & quality"]},{"issue":75,"date":"2022-04-01","title":"will showcase its market data on BDP Data Marketplace","url":"https://twitter.com/bigdataprotocol/status/1509153469759991811","domain":"twitter.com","section":"articles","topics":["Market data & terminals","Marketplaces & discovery"]},{"issue":75,"date":"2022-04-01","title":"Alexander Powell","url":"https://databricks.com/discover/data-brew/s4-e2-nba-analytics","author":"Data Brew Podcast (by DataBricks)","domain":"databricks.com","section":"podcasts","topics":["Analytics & data science","Investing & hedge funds"],"take":"This conversation was interesting to me as a sports fan and data enthusiast. While analytics makes sense for a sport like baseball, it was interesting to hear how analytics are applied to a more fluid game like basketball."},{"issue":76,"date":"2022-04-08","title":"The Data Integration Market","url":"https://gradientflow.com/the-data-integration-market/","author":"Ben Lorica","pub":"Gradient Flow","domain":"gradientflow.com","section":"articles","topics":["Data engineering","Analytics & data science"],"take":"This article addresses the data engineering and data infrastructure (DE) category. These companies address fundamentals that need to be in place before companies can rely on reports and metrics. This article does a great job giving a high-level overview of the space (the author suggests this is the firsts of many articles examining this area … let’s hope!). The broadly defined problem of “data unification” is getting A LOT of attention from smart entrepreneurs and VCs in response to the explosion of data in recent years. Everyone seems to understand the potential value of the data, but the working with data struggle is real. Before any analyst can start working with the data, the first step is getting the data organized in a manner that it can be easily worked with & trusted. This is where value is being created."},{"issue":76,"date":"2022-04-08","title":"Spies, Lies, and Algorithms: The History and Future of American Intelligence","url":"https://press.princeton.edu/books/hardcover/9780691147130/spies-lies-and-algorithms","domain":"press.princeton.edu","section":"articles","topics":["Alt data industry"],"take":"This ties in with the Alex Izydorczyk video highlighted below. Data is everywhere. In today’s world this idea of “open-source intelligence” is a real thing. Some of the best information to be found is out in public for everyone to see…it is a matter of processing the data in a way that makes sense and keeping up with the sheer volume of data being created. The ability to separate signal from noise is an enormously important skill."},{"issue":76,"date":"2022-04-08","title":"Interactive Real-Time Classes for Alternative Data Professionals","url":"https://www.investmentdata.org/","domain":"investmentdata.org","section":"articles","topics":["Alt data industry"]},{"issue":76,"date":"2022-04-08","title":"partnered","url":"https://www.prnewswire.com/news-releases/eagle-alpha-and-exabel-team-up-to-simplify-evaluation-of-alternative-data-301517719.html","domain":"prnewswire.com","section":"articles","topics":["Marketplaces & discovery","Alt data industry"]},{"issue":76,"date":"2022-04-08","title":"in Tearsheet, another article in a series highlighting how the right external data can enrich internal data to unlock new opportunities and create competitive advantages","author":"Explorium","section":"articles","topics":["Data monetization"]},{"issue":76,"date":"2022-04-08","title":"talks at the Neudata Summit 2022","url":"https://youtu.be/c4YWU1IhMaA","domain":"youtu.be","section":"podcasts","topics":["Marketplaces & discovery","Events & community"],"take":"YouTube video. Alex does a great job laying out his “moneyball-ization of everything” thesis. Why is this happening now? 1- everything has been digitized, the number of places you can pick up data from is much higher. 2- data integration tech costs are much lower than ever, the modern data stack has changed everything; this is materially different over the last 5-6 years. 3- the increased attention on privacy; first party data for third party measurement (cites the AAPL/FB situation). As a result, “value accrues to owners of first party data because they become the measure of record”."},{"issue":77,"date":"2022-04-15","title":"What Is a Data NFT?","url":"https://blog.oceanprotocol.com/what-is-a-data-nft-5804a2d88671","domain":"blog.oceanprotocol.com","section":"articles","topics":["Crypto & digital assets"],"take":"NFTs get a lot of attention associated with goofy pictures and eccentric communities. But the most exciting application for NFTs is the potential for them to represent intellectual property (IP) on-chain. Your data is IP. On-chain is an improvement over off-chain with an increased ability to track and control gives the data owner the ability to delegate access & who determine gets paid in the process."},{"issue":77,"date":"2022-04-15","title":"A practical guide to SLAs for data","url":"https://www.bigeye.com/blog/a-practical-guide-to-slas","author":"BigEye","domain":"bigeye.com","section":"articles","topics":["Data governance & quality"],"take":"Service Level Agreements (SLAs) are important to get right between service provider & customer. But they also can be a powerful tool for building trust and developing industry-wide best practices."},{"issue":77,"date":"2022-04-15","title":"Opt-in is not a replacement for opt-out","url":"https://venturebeat.com/2022/04/10/opt-in-is-not-a-replacement-for-opt-out/","author":"Alistair Goodman, CEO","pub":"Ericsson Emodo","domain":"venturebeat.com","section":"articles","topics":["AI & LLMs","Transaction & consumer data"],"take":"This is interesting. Google is following Apple’s leads when it comes to increasing the hurdle required to gather consumer data (see related FB recent stock decline). As a result, advertisers are struggling to efficiently target consumers and measure ROI. One possible solution to use targeted first-party data (smaller data sets) to train ML models in a way that will improve marketer's ability to gather consumer insights. One thing for certain, insights garnered from much smaller opt-in audiences will not replace the insights from large opt-out audiences. “It’s time to add value from technology, as we lose value from data.”"},{"issue":77,"date":"2022-04-15","title":"Quant fund managers believe access to high quality data is key, new research shows","url":"https://www.hedgeweek.com/2022/04/11/313652/quant-fund-managers-believe-access-high-quality-data-key-new-research-shows","domain":"hedgeweek.com","section":"articles","topics":["Investing & hedge funds"]},{"issue":77,"date":"2022-04-15","title":"These","url":"https://www.businesswire.com/news/home/20220407005938/en/Alternative-Data-Global-Market-Report-2022---ResearchAndMarkets.com","author":"These fantastic market forecasts get","domain":"businesswire.com","section":"articles","topics":["Alt data industry","Analytics & data science"]},{"issue":77,"date":"2022-04-15","title":"2022 Global Payments and Fraud Report","url":"https://ww2.merchantriskcouncil.org/2022-payments-and-fraud-survey","domain":"ww2.merchantriskcouncil.org","section":"articles","topics":["Transaction & consumer data"]},{"issue":77,"date":"2022-04-15","title":"Secure data exchanges and data sharing with Analytics Hub","url":"https://www.youtube.com/watch?app=desktop&v=KOzo1tkScTs&feature=youtu.be","domain":"youtube.com","section":"podcasts","topics":["Marketplaces & discovery","Analytics & data science"],"take":"Interesting to learn about Google’s new offering. The marketing pitch sounds great. Accessing trusted data across organization is a big issue. The holy grail is self-service access to data using the platform. This will work well with very structured data, alternative data sources that tend to be a bit messier might struggle to fit into this platform."},{"issue":77,"date":"2022-04-15","title":"Data Brokers","url":"https://www.youtube.com/watch?app=desktop&v=wqn3gR1WTcA","domain":"youtube.com","section":"podcasts","topics":["Marketplaces & discovery","Regulation, privacy & compliance"],"take":"This was John Oliver’s take on the data brokering industry. Very well done. He does a great job mixing in humor with news delivery. Privacy continues to be a big deal, but I am not seeing people really care (outside of some very specific cases of personal safety mentioned in the video), especially young people. The fear is everything you do can be (and is) tracked. In exchange for this decline in privacy, the consumer gets great services delivered “free”. Maps, timely ads, small bargains … all these little things are what we get in exchange for sharing our data. While the “creep factor” can be real, most people like what they get for “free” in exchange for sharing (ex. I turned off all location data only to shortly thereafter realize maps & Uber frustratingly didn't work)."},{"issue":78,"date":"2022-04-22","title":"Web scraping is legal, US appeals court reaffirms","url":"https://techcrunch-com.cdn.ampproject.org/c/s/techcrunch.com/2022/04/18/web-scraping-legal-court/amp/","author":"Zack Whittaker","pub":"TechCruch","domain":"techcrunch-com.cdn.ampproject.org","section":"articles","topics":["Web scraping & web data","Regulation, privacy & compliance"],"take":"Web scraping is an important source for many alternative data offerings. This is (hopefully) the conclusion of a long-running legal battle initiated by LinkedIn again a company called Hiq. The key question is about publicly available information on websites like LinkedIn. Can anyone “scrape” this information and use it for various purpose? The Ninth Circuit of Appeals indicated in its most recent ruling that scraping publicly accessible data is legal. This is a positive for the alternative data space in general."},{"issue":78,"date":"2022-04-22","title":"Understanding the Dynamics of the Modern Data Buying Process","url":"https://www.ticksmith.com/blog/understanding-the-dynamics-of-the-modern-data-buying-process/","author":"TickSmith","domain":"ticksmith.com","section":"articles","topics":["Marketplaces & discovery"],"take":"TickSmith publishes a blog that is worth following if you are in the data space. This recent article of interest highlights how, as our industry evolves, data providers are offering more control to the ultimate consumers of their information services. They highlight the three parts of the process:"},{"issue":78,"date":"2022-04-22","title":"What Does a Data Product Manager Do?","url":"https://www.cmswire.com/customer-experience/what-does-a-data-product-manager-do/","author":"Myles Suer","pub":"CMS Wire","domain":"cmswire.com","section":"articles","topics":["Data monetization","Data strategy & culture"],"take":"Productization is key. A real talent of a data professional is to make the data easily understood by everyone. Simple is often better. Story-telling is a real skill. The author interviews Sharon Kratochvil, CDO of Luxury Brand company Capri Holdings. We start by making the distinction between base data and a data product. Base data is a single source. Whereas data products are always multi source and built for specific business function. She argues that firms should have only a small number of data products. The person responsible for delivering is the data product manager. This is a role of growing importance & can make a big positive impact if implemented properly. This person needs to be the rare person with both data skills and business knowledge. Kratochvil says we are at a cross roads and data will play an important role going forward."},{"issue":78,"date":"2022-04-22","title":"Why External Data Is So Important For Every Business","url":"https://www-forbes-com.cdn.ampproject.org/c/s/www.forbes.com/sites/bernardmarr/2022/03/30/why-external-data-is-so-important-for-every-business/amp/","author":"Bernard Marr","pub":"Forbes** **","domain":"www-forbes-com.cdn.ampproject.org","section":"articles","topics":["Data monetization"]},{"issue":78,"date":"2022-04-22","title":"Attacking Data Literacy.","url":"https://www.alation.com/podcast/episodes/attacking-data-literacy-cindi-howson/","author":"Data Radicals Podcast with Satyen Sangani","domain":"alation.com","section":"podcasts","topics":["Data strategy & culture"],"take":"Good conversation between two data industry veterans. They start by discussing the history of how this (BI / data) space has evolved. The key is “data fluency” across the organization."},{"issue":79,"date":"2022-04-29","title":"The onward march of the machines","url":"https://www.hedgeweek.com/2022/04/25/314009/onward-march-machines","author":"Hedgeweek","domain":"hedgeweek.com","section":"articles","topics":["Investing & hedge funds","Data governance & quality"],"take":"There is a lot to ingest in this high-quality report. Some charts are highlighted below. Sticking with the data quality theme, “…as the types of data available continue to widen, dramatically recasting how hedge funds look to develop trading themes and manage portfolios, a key emerging challenge for hedge funds is how to determine the quality and relevance of datasets.”"},{"issue":79,"date":"2022-04-29","title":"Leveraging alternative data to drive investor insights","url":"https://ukinvestormagazine.co.uk/leveraging-alternative-data-to-drive-investor-insights/","author":"UK Investor Magazine","domain":"ukinvestormagazine.co.uk","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"Good high-level overview of how investors are using alternative data sources to drive decisions. Two things of interest. The author makes the point that quant modeling tools are more accessible these days (plug for our partner Exabel). These tools are dramatically improving and will broaden the market for users of alternative data. Second, and related point, data quality and context are the keys, see below article for steps needed to be taken to organize the data in a way that is cam be easily used."},{"issue":79,"date":"2022-04-29","title":"The sky's the limit for data observability and other takeaways.","url":"https://www.bigeye.com/blog/the-skys-the-limit-for-observability-data-council","author":"Kate Wendell","pub":"BigEye","domain":"bigeye.com","section":"articles","topics":["Data governance & quality","Data engineering"],"take":"Data is difficult to work with. Data observability is a big issue, as demonstrated by the number of “data observability” companies getting substantial valuations. As the data industry matures “data infrastructure” become more important. The massive amount of data being created, collected, and stored has yet to be properly developed. Tools being created to ingest, clean, and test this data are improving and DRE (data reliability engineering) is a BIG part of that improvement."},{"issue":79,"date":"2022-04-29","title":"Data Analytics for Kids","url":"https://www.linkedin.com/pulse/data-analytics-kids-matthew-bernath/","author":"Matthew Bernath","domain":"linkedin.com","section":"articles","topics":["Analytics & data science"]},{"issue":79,"date":"2022-04-29","title":"interviews","url":"https://www.thewolfofallstreets.io/podcast/","author":"Wolf","pub":"All Streets [","domain":"thewolfofallstreets.io","section":"podcasts","topics":["Crypto & digital assets","Marketplaces & discovery"],"take":"The TIE is a provider of crypto data & research. Crypto is being institutionalized. The need for high quality information is in nascent stages and growing rapidly. The opportunity for data providers to grow in this space is enormous."},{"issue":79,"date":"2022-04-29","title":"interview","url":"https://www.safegraph.com/podcasts/david-perell","domain":"safegraph.com","section":"podcasts"},{"issue":8,"date":"2020-12-18","title":"interviews","url":"https://blog.quandl.com/the-future-of-data-privacy-in-alternative-data?utm_source=google&utm_medium=organic&utm_campaign=&utm_content=category/alternative-data","author":"Quandl [","domain":"blog.quandl.com","section":"articles","topics":["Investing & hedge funds","Regulation, privacy & compliance"],"take":"Compliance is a big challenge and a prerequisite for firms selling data into the investment community. At 90 West, we spent a lot of time up-front making sure we had all the required documentation in place before we approached the market. Having a background in traditional equity research, we understood the importance of getting this right. The is no upside for big investors to go anywhere near “grey areas”."},{"issue":8,"date":"2020-12-18","title":"Alternatives Investors (Finally) Discover Alternative Data.","url":"https://middlemarketgrowth.org/alternatives-investors-finally-discover-alternative-data/","domain":"middlemarketgrowth.org","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"The article cites use cases within private equity. While likely a couple of years behind public equity institutional asset managers, PE firms are obvious users of this type of data in years to come. Due diligence, deal generation and portfolio management are all areas that would benefit from timely unique insights."},{"issue":8,"date":"2020-12-18","title":"SEC was making the handling of “alt data” a top examination priority.","url":"https://www.natlawreview.com/article/5-takeaways-regarding-ocie-s-focus-rias-handling-alt-data","domain":"natlawreview.com","section":"articles","topics":["Regulation, privacy & compliance","Alt data industry"],"take":"90 West spend a ton of time making sure we have our compliance documentation in order prior to going to market. Having clear guidance from the SEC and regulatory bodies regarding the handling of alternative data is an important step. We’ve been through a number of compliance reviews and understand how specific standards will help speed the process and make everyone more comfortable using alternative data."},{"issue":8,"date":"2020-12-18","title":"Ben Breitholtz & Pete Forbes of Arbor Data Science.","url":"https://podcasts.apple.com/us/podcast/talking-data/id1529310480?i=1000495649919","author":"Talking Data podcast series","domain":"podcasts.apple.com","section":"podcasts","topics":["Analytics & data science"],"take":"This was an interesting discussion around the tools used to simplify and communicate insights from the data"},{"issue":8,"date":"2020-12-18","title":"interviews Rado Lipus, CEO and Founder of Neudata.","url":"https://podcasts.apple.com/us/podcast/operational-leaders/id1494503488?i=1000497190511","author":"Terrance O’Malley","pub":"the Operational Leaders Podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["Marketplaces & discovery","Regulation, privacy & compliance"],"take":"Neudata is one of three “aggregators” in the alt data space. The other two are BattleFin & Eagle Alpha. While each of the three is unique, they all play a key role in working with both data buyers & data sellers. The key role Neudata plays is vetting datasets for their asset manager clients. 90 West has interacted with all three of these firms and found them very helpful. One key area these firms add value is the attempt to streamline the sales process (due diligence, compliance, testing process, etc)."},{"issue":80,"date":"2022-05-06","title":"Investment Adviser MNPI Compliance Issues","url":"https://www.sec.gov/files/code-ethics-risk-alert.pdf","author":"The SEC","domain":"sec.gov","section":"articles","topics":["Regulation, privacy & compliance"],"take":"From the report:"},{"issue":80,"date":"2022-05-06","title":"A CDO’s Guide to the Data Catalog","url":"https://www.alation.com/blog/cdo-guide-to-the-data-catalog/","author":"Joe Hilleary","pub":"The Eckerson Group","domain":"alation.com","section":"articles","topics":["Data strategy & culture","Marketplaces & discovery"],"take":"Focus on the two core elements of a data strategy: 1- making data useful & 2- keeping it safe. Really good read for companies aspiring to increase the role data plays in decision making. These types of frameworks are essential as you start down the path of becoming a data centric organization."},{"issue":80,"date":"2022-05-06","title":"How to use alternative data sources to acquire market intelligence","url":"https://www.geospatialworld.net/blogs/how-to-use-alternative-data-sources-to-acquire-market-intelligence/","author":"Geospatial World","domain":"geospatialworld.net","section":"articles","topics":["Alt data industry","Deals & funding"],"take":"Interesting take from outside the investment world. The article highlights 4-5 different types of data available. Alternative data sources have the potential to give you an edge over competitors who haven’t thought to use it. The alternative data sources of today will become the industry standards of tomorrow. The businesses that exploit them first will gain the greatest advantage."},{"issue":80,"date":"2022-05-06","title":"How buildings learn","url":"https://braff.co/advice/f/how-buildings-learn","author":"Data industry thought-leader Adam Braff","domain":"braff.co","section":"articles","topics":["Analytics & data science"]},{"issue":80,"date":"2022-05-06","title":"Navigating the alt-data avalanche","url":"https://www.hedgeweek.com/2022/04/27/314114/navigating-alt-data-avalanche","domain":"hedgeweek.com","section":"articles","topics":["Alt data industry"]},{"issue":80,"date":"2022-05-06","title":"interviews","url":"https://blog.oceanprotocol.com/demystifying-data-trusts-as-daos-in-the-data-economy-a9386b57ae86","author":"Ocean Protocol’s Voices","pub":"the Data Economy podcast [","domain":"blog.oceanprotocol.com","section":"podcasts","topics":["Data monetization","Macro & economic signals"],"take":"Kelsie Nabben is a researcher & ethnographer @ RMIT University. This topic is fascinating to me and this conversation was an interesting big picture discussion about the social dynamics of DAOs in general and data DAOs in particular. We are in the very early innings of the new types of organizational structures using DAOs frameworks. In theory, DAOs are a great structure to help people better control their data & use other types of data to improve their own decision making. Kelsi's area of research is forward-thinking & will provide a good framework for how DAOs will be implemented going forward."},{"issue":81,"date":"2022-05-13","title":"JPMorgan Launches Data Platform for Buy Side Facing Deluge","url":"https://www.bloomberg.com/news/articles/2022-05-10/jpmorgan-launches-data-platform-for-money-managers-facing-deluge","author":"Bloomberg","domain":"bloomberg.com","section":"articles","topics":["Investing & hedge funds","Market data & terminals"],"take":"This is sorely needed in the space. There is a massive amount of data available, and frankly most if it could help decision makers if they could figure out how to engage with the data. There are A LOT of well-funded, smart people trying to solve this problem. A lot of value will be delivered by the winners in this space. But as progress is made over the next 2-5 years, value will start to swing toward the owners of the high quality “first party” data that will feed these platforms."},{"issue":81,"date":"2022-05-13","title":"To Modernize the Consumer Price Index, BLS Should Accelerate Use of New Data Sources and Provide Price Indexes for Different Incomes","url":"https://www.nationalacademies.org/news/2022/05/to-modernize-the-consumer-price-index-bls-should-accelerate-use-of-new-data-sources-and-provide-price-indexes-for-different-incomes-says-new-report","author":"National Academies","domain":"nationalacademies.org","section":"articles","topics":["Alt data industry"],"take":"There is no doubt the current methods of our government’s data collection are outdated. This is a very thorough 159-page report that provides a number of recommendations for the BLS. The conclusion is that the “BLS should embark on a broad-based strategy of accelerating and significantly enhancing the use of transactions data and other alternative data sources in CPI compilation.”"},{"issue":81,"date":"2022-05-13","title":"Government-Issued Alternative Data​: Climate-related Data Case Study","url":"https://www.linkedin.com/pulse/government-issued-alternative-data-climate-related-case-matthews/","author":"Barbara Matthew","pub":"AltData & Volatility Frontiers","domain":"linkedin.com","section":"articles","topics":["Alt data industry","ESG & climate"]},{"issue":81,"date":"2022-05-13","title":"The Gradual Process of Building a Data Strategy","url":"https://www.datacamp.com/podcast/the-gradual-process-of-building-a-data-strategy","author":"DataFramed podcast by DataCamp","domain":"datacamp.com","section":"podcasts","topics":["Data strategy & culture","Analytics & data science"],"take":"This really drives home the idea that you need to create a data strategy that supports the business. The business leaders know what ‘good’ looks like. Across my reading, I keep seeing the importance of early wins. Get in, make good things happen early. Remember, early win does not mean big win. Demonstrate capability and how data can add value and then you will build support."},{"issue":81,"date":"2022-05-13","title":"interviews","url":"https://open.spotify.com/episode/007mmucfpM7a6vvhhPA1ly","author":"Token Metrics Podcast [","domain":"open.spotify.com","section":"podcasts","topics":["Crypto & digital assets","Analytics & data science"],"take":"Nansen is a blockchain analytics platform. In this crazy crypto week, this is one of the more interesting companies at the intersection of data & crypto. They are creating a moat by enriching the data by labeling & categorizing wallets. They have a pragmatic business model that is generating revenue."},{"issue":82,"date":"2022-05-20","title":"How Standardized Data Documentation Helps Investors Accelerate Data Evaluation","url":"https://blog.visiblealpha.com/standardized-data-documentation-accelerates-evaluation","author":"Visible Alpha","domain":"blog.visiblealpha.com","section":"articles","topics":["Investing & hedge funds","Data governance & quality"],"take":"Standardization would be a huge step forward for most users of data. There will always be a few outlier firms that feel an element of their alpha generation comes from an ability to ingest and organize raw data “better” than everyone else. But the vast majority of buyers (& sellers) of data would benefit from some standardized approach to describing the various components of a data package. This important effort is being spearheaded by the FISD’s Alternative Data Council."},{"issue":82,"date":"2022-05-20","title":"What Data Visualization Reveals","url":"https://hdsr.mitpress.mit.edu/pub/oraonikr/release/1","author":"Lauren Klein","pub":"Harvard Data Science Review","domain":"hdsr.mitpress.mit.edu","section":"articles","topics":["Analytics & data science"],"take":"This is along read, but I found it very interesting. Data visualization is powerful. Visualization done well can make good data great…and, done poorly, can make great data useless."},{"issue":82,"date":"2022-05-20","title":"AI Development Needs to Focus More on Data, Less on Models","url":"https://thenewstack.io/ai-development-needs-to-focus-more-on-data-less-on-models/","author":"Joab Jackson","pub":"the NewStack","domain":"thenewstack.io","section":"articles","topics":["AI & LLMs","Data engineering"],"take":"This is taken from Andrew Ng’s presentation at the recent ScaleupAI conference. While artificial intelligence (AI) is being used at scale at the massive social media companies, the question is, how do smaller companies or industries put AI to good use? Ng advises that it is not about the massive datasets available to social media companies, but rather about allowing the domain experts to drive the process rather than data engineers. The focus of the data engineer (and everyone) should be on data quality."},{"issue":82,"date":"2022-05-20","title":"Data, information and decisions","url":"https://seths.blog/2022/05/data-information-and-decisions/","domain":"seths.blog","section":"articles","topics":["Data strategy & culture"]},{"issue":82,"date":"2022-05-20","title":"The Analytics Stack in Consolidating ... Now What?","url":"https://go.incorta.com/eb-ty-the-analytics-stack-is-consolidating-thanks?submissionGuid=4cc1e642-6c79-42f4-9974-b8b7867e252a","author":"Incorta","domain":"go.incorta.com","section":"articles","topics":["Analytics & data science"]},{"issue":82,"date":"2022-05-20","title":"Ryan Schreiber and Nataliya Bugayova of Vertical Knowledge","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-vertical-knowledge-episode","author":"Mark Fleming-Williams’ Alternative Data Podcast","domain":"shows.acast.com","section":"podcasts","topics":["Alt data industry","Web scraping & web data"],"take":"Like 90 West Data, VK is a Cleveland, OH-based company. They have the most unique web scraping platform in the space. While I tend to focus on the investment application for alternative data sources, their core business is providing insights into geopolitics. There has been a lot of attention put on the web scraping space. VK has been around for 15+ years and have figured out how to do things the right way."},{"issue":83,"date":"2022-05-27","title":"The age of prediction: How data and technology are driving exponential change. May 2022.","url":"https://www.weforum.org/agenda/2022/05/age-of-prediction/","domain":"weforum.org","section":"articles","topics":["Analytics & data science"],"take":"We are going to get better at predicting the future. The amount of data now being created is overwhelming. Tools to ingest and make sense of that data are improving."},{"issue":83,"date":"2022-05-27","title":"AI-Powered Alternative Data Driving Extreme Market Research Disruption","url":"https://socpub.com/articles/ai-powered-alternative-data-driving-extreme-market-research-disruption-17604","author":"Merilee Kern","domain":"socpub.com","section":"articles","topics":["Alt data industry","AI & LLMs"],"take":"This article focuses on the benefit of using alternative data to new entrants in the space beyond banks and institutional investors. Industries like online retail, SaaS purveyors & hospitality are finding value in the use of alternative data. Of course, as Julia Valentine of AlphaMille notes, “collecting and analyzing alternative data sets certainly requires navigating any number of difficulties or outright obstacles”, but done well, incorporating data into your decision-making process puts you and your business at a huge competitive advantage in whichever market you are competing."},{"issue":83,"date":"2022-05-27","title":"5 hidden costs of working with alt data","url":"https://www.cio.com/article/100000081/5-hidden-costs-of-working-with-alt-data.html","author":"Martin De Saulles","pub":"CIO Magazine","domain":"cio.com","section":"articles","topics":["Alt data industry","Data monetization"],"take":"Working with data is more difficult than many expect. From data selection to storage and processing, this stuff gets costly. As has been pointed out in prior weeks, the data business is often a cost center for quite a while, until you reach a minimum viable corpus of data and the value shines through."},{"issue":83,"date":"2022-05-27","title":"Alternative Data in the commodity space","url":"https://www.prococommodities.com/alternative-data/","author":"Tom Mee","domain":"prococommodities.com","section":"articles","topics":["Alt data industry","People & careers"]},{"issue":83,"date":"2022-05-27","title":"Bill Dague","url":"https://www.waterstechnology.com/emerging-technologies/7946791/waters-wavelength-podcast-nasdaqs-dague-on-exchange-cloud-strategy","author":"Waters Wavelength Podcast","domain":"waterstechnology.com","section":"podcasts","topics":["Alt data industry"],"take":"The big exchanges are leading the way in growing the accessibility of data. I really like the commentary around data as a product and just passing along \"raw data\" is an old paradigm. As mentioned above, there are a lot of smart people running well-funded companies focused on making it easier to digest mountains of data."},{"issue":83,"date":"2022-05-27","title":"What Data Visualization Reveals","url":"https://hdsr.mitpress.mit.edu/pub/oraonikr/release/1","domain":"hdsr.mitpress.mit.edu","section":"podcasts","topics":["Analytics & data science"]},{"issue":84,"date":"2022-06-03","title":"How important is big data and where can it be applied to improve operations?","url":"https://technative.io/how-important-is-big-data-and-where-can-it-be-applied-to-improve-operations/","author":"Bill Scudder","pub":"TechNative","domain":"technative.io","section":"articles","topics":["Data strategy & culture"],"take":"Good overview of the struggle with Big Data. Everyone has more data, not many are using it well. There are a lot of smart people running well-funded companies to make it easier to pull insights from massive amounts of data. Working with big data will get better, but there is still a long way to go."},{"issue":84,"date":"2022-06-03","title":"Quant managers: back with new weapons","url":"https://www.ipe.com/asset-class-reports/quant-managers-back-with-new-weapons/10060180.article","author":"IP&E","domain":"ipe.com","section":"articles","topics":["Investing & hedge funds","ESG & climate"],"take":"The article shares some insight from large firms like BNP and AXA. Both are using alternative data to improve quant strategies. With the big firms it seems there is a great er focus on ESG (mostly a marketing thing IMO). There is a TON of data that can be used for ESG measurement, but still a lack of standards that prove effective."},{"issue":84,"date":"2022-06-03","title":"AI-Powered Alternative Data Driving Extreme Market Research Disruption, Ingenuity","url":"https://finance.yahoo.com/news/ai-powered-alternative-data-driving-194218579.html","domain":"finance.yahoo.com","section":"articles","topics":["AI & LLMs","Alt data industry"],"take":"Another in a string of optimistic articles that also mentions how tough it is to actually work with big data. The upside is there…if done well."},{"issue":84,"date":"2022-06-03","title":"Alternative data insights startup Synaptic secures $20 million in funding","url":"https://economictimes.indiatimes.com/tech/funding/alternative-data-insights-startup-synaptic-secures-20-million-in-funding/articleshow/91899259.cms","author":"The Economic Times","domain":"economictimes.indiatimes.com","section":"articles","topics":["Alt data industry","Deals & funding"]},{"issue":84,"date":"2022-06-03","title":"Building a solid data team","url":"https://www.kdnuggets.com/2021/12/build-solid-data-team.html","author":"Romain Huet, Senior Data Scientist","pub":"TMC","domain":"kdnuggets.com","section":"articles","topics":["Data engineering","Analytics & data science"]},{"issue":84,"date":"2022-06-03","title":"How AI and Humans Can Best Collaborate at Work","url":"https://www.wsj.com/articles/how-ai-and-humans-can-best-collaborate-at-work-11649343930","author":"WSJ","domain":"wsj.com","section":"articles","topics":["AI & LLMs"]},{"issue":84,"date":"2022-06-03","title":"Kirk McKeown","url":"https://podcasts.apple.com/us/podcast/the-kirk-mckeown-episode/id1539909575?i=1000562485175","author":"The Alternative Data podcast","domain":"podcasts.apple.com","section":"podcasts","topics":["ESG & climate","Alt data industry"],"take":"This is a must-listen for anyone that is thinking seriously about the data market. See above about how smart people are starting well-funded companies to make better decisions using the massive amount of data being created in the world. Carbon Arc is one such company."},{"issue":85,"date":"2022-06-10","title":"The Evolving #Data Economy","url":"https://www.linkedin.com/pulse/the-barbara-c-matthews/","author":"Barbara Matthews","pub":"BCM Strategy","domain":"linkedin.com","section":"articles","topics":["Data monetization","Macro & economic signals"],"take":"Barbara takes on the sticky issue of price discovery. Barbara runs through the different levels of sophistication needed and varying levels of value that might be created based on use case. From the very sophisticated large institutional investors that prefer data is the “rawest” form … to the less-sophisticated users of data that inherently understand the value, but just want the conclusion from a trusted partner."},{"issue":85,"date":"2022-06-10","title":"Data-Driven Work Cultures: Mike Branch of Geotab On How To Effectively Leverage Data To Take Your Company To The Next Level","url":"https://medium.com/authority-magazine/data-driven-work-cultures-mike-branch-of-geotab-on-how-to-effectively-leverage-data-to-take-your-301408f0009","author":"Pierre Brunelle, Co-CEO","pub":"Notable","domain":"medium.com","section":"articles","topics":["Data strategy & culture","AI & LLMs"],"take":"Empowering organization to be more data-driven is a long-haul challenge. There is no silver bullet. There are some themes that always come up when the discussion turns towards data. The first is data quality. This is essential. You can lose trust quickly. Mike describes “data-centric AI” vs “model-centric AI”, because even the best models fail with bad data."},{"issue":85,"date":"2022-06-10","title":"Consumer Edge Announces Qentnis Acquisition","url":"https://insights.consumer-edge.com/2022/06/consumer-edge-announces-qentnis-acquisition/","domain":"insights.consumer-edge.com","section":"articles","topics":["Deals & funding"]},{"issue":85,"date":"2022-06-10","title":"BDP Project Update","url":"https://medium.com/big-data-protocol/bdp-project-update-15e4fcadfc27","author":"Kevin Joy","domain":"medium.com","section":"articles","topics":["Marketplaces & discovery","Data strategy & culture"]},{"issue":85,"date":"2022-06-10","title":"Jeremy Stanley is Founder and CTO at Anomalo","url":"https://www.safegraph.com/podcasts/jeremy-stanley","author":"Auren Hoffman’s World","pub":"DAAS podcast","domain":"safegraph.com","section":"podcasts","topics":["AI & LLMs","Data monetization"],"take":"Good discussion of the hype around Artificial Intelligence. What is real and what is hype? What struck me is the idea that AI is not all that valuable for a long time ... but once you hit an inflection point, it becomes tremendously valuable (very similar to the minimally viable corpus idea from Abraham Thomas…see below chart)."},{"issue":86,"date":"2022-06-17","title":"10 differences between amateurs and professional analysts","url":"https://decision.substack.com/p/10-differences-between-amateurs-and?s=r","author":"Cassie Kozyrkov","domain":"decision.substack.com","section":"articles","topics":["Analytics & data science"],"take":"You can click the link to see all ten, but my favorites is #8, that data professionals “understand why proactive analytics is the most valuable contribution they can make” … this come with experience and domain expertise. Anticipate questions and dig through the data for solid answers."},{"issue":86,"date":"2022-06-17","title":"It’s All About The Data","url":"https://www.cuemacro.com/2022/06/12/its-all-about-the-data/","author":"Saeed Amen","pub":"CueMacro & Turnleaf Analytics","domain":"cuemacro.com","section":"articles","topics":["AI & LLMs","Analytics & data science"],"take":"Models need data to work. The best AI & ML models fail if they use bad data. Once you have good data, you need some level of domain expertise."},{"issue":86,"date":"2022-06-17","title":"McDonald’s Charts Future Path Nourished By Data-Driven Transformation","url":"https://www-forbes-com.cdn.ampproject.org/c/s/www.forbes.com/sites/randybean/2022/06/09/mcdonalds-charts-future-path-nourished-by-data-driven-transformation/amp/","author":"Randy Bean","pub":"Forbes","domain":"www-forbes-com.cdn.ampproject.org","section":"articles","topics":["Data strategy & culture","Data monetization"],"take":"There is a huge opportunity in corporate world to more effectively use existing data, much less available external data sources (see my recent commentary on CarbonArc). McDonald’s is a leader in this as they use data to improve the experience of not just their customers, but their employees too. I was surprised to see McDonald’s top six markets see more than a quarter of their systemwide sales (or ~$18B) come from digital channels – comprised of the mobile app, delivery and in-store kiosks – in 2021, which is a 60% increase over 2020. McDonald’s CDAO Craig Brabec echoes what I’ve called out in previous commentary about corporate data initiatives… it is “important that our efforts are directly tied to business performance — to demonstrate their real impact, and to prioritize and align with our strategic initiatives.” … and get those early wins to demonstrate value!"},{"issue":86,"date":"2022-06-17","title":"Data People","url":"https://arpitc.substack.com/p/data-people?s=r","domain":"arpitc.substack.com","section":"articles","topics":["People & careers"]},{"issue":86,"date":"2022-06-17","title":"Tim Hortons violated law in tracking people with app even when it was not in use, privacy watchdogs say","url":"https://www.theglobeandmail.com/business/article-tim-hortons-violated-law-by-tracking-people-with-app-even-when-it-was/","domain":"theglobeandmail.com","section":"articles","topics":["Regulation, privacy & compliance"]},{"issue":86,"date":"2022-06-17","title":"RBI Governor Shaktikanta Das calls for alternative data source for policy making","url":"https://economictimes.indiatimes.com/news/economy/policy/rbi-governor-calls-for-alternative-data-source-for-policy-making/articleshow/92129943.cms","author":"The Economic Times","domain":"economictimes.indiatimes.com","section":"articles","topics":["Alt data industry","Macro & economic signals"]},{"issue":86,"date":"2022-06-17","title":"Leverage Transaction Data to Deliver the Personalization Consumers Expect","url":"https://www.alkami.com/blog/leverage-transaction-data-to-deliver-the-personalization-consumers-expect/","domain":"alkami.com","section":"articles","topics":["Transaction & consumer data","Deals & funding"]},{"issue":86,"date":"2022-06-17","title":"Data Quality is a Risky Business with Kyle Kirwan, Co-Founder and CEO, Bigeye","url":"https://podcasts.apple.com/us/podcast/data-quality-is-a-risky-business-with-kyle-kirwan/id1604676234?i=1000560464639","author":"Satyen Sangani","pub":"Data Radicals (Alation)","domain":"podcasts.apple.com","section":"podcasts","topics":["Data governance & quality"],"take":"I’ve been following along with the growth of the company Kyle Kirwan’s co-founded, BigEye, because they are solving real problems. Most interesting is Kyle’s thoughts around why there is this growing desire for improved data quality/monitoring:"},{"issue":87,"date":"2022-06-24","title":"A Better Way to Put Your Data to Work","url":"https://hbr.org/2022/06/a-better-way-to-put-your-data-to-work","pub":"HBR","domain":"hbr.org","section":"articles","topics":["Data monetization","Data strategy & culture"],"take":"This paper tackles the issue of “productizing” your data. You are often faced with trade-offs between impact, feasibility, and speed. Trying to tackle too broad of a mandate will result in a bogged down system that can be confusing to non-data savvy people and result in an underutilized platform."},{"issue":87,"date":"2022-06-24","title":"A Re-examination of the \"Data Consumer\"","url":"https://roundup.getdbt.com/p/a-re-examination-of-the-data-consumer?s=r","author":"Tristan Handy","domain":"roundup.getdbt.com","section":"articles","topics":["Data monetization","Data engineering"],"take":"The right number of data pipelines, data models, notebooks, and dashboards to create is: As Few As Possible. This ties in with the above “data products” article. Identify the 3-5 key KPIs to monitor? Keep the data people in control of the data quality. Create products that will benefit the “data consumer”. Demonstrate value. Then go deeper and create more complex models & self-service platforms if (and only if) it suites a business need."},{"issue":87,"date":"2022-06-24","title":"FSB And IMF Announce Completion Of The G20 Initiative To Close Data Gaps Identified In The Global Financial Crisis","url":"https://mondovisione.com/media-and-resources/news/fsb-and-imf-announce-completion-of-the-g20-initiative-to-close-data-gaps-identif/","domain":"mondovisione.com","section":"articles","topics":["Analytics & data science"],"take":"I have followed this initiative over the past few years. Frankly, this was a big initiative after the 2008 financial crisis that ended up taking over a decade to play out and really has no teeth at the end of the day. The panel’s recommendations were clustered under three main headings: (i) monitoring risk in the financial sector; (ii) vulnerabilities, interconnections and spillovers; and (iii) data sharing and communication of official statistics."},{"issue":87,"date":"2022-06-24","title":"Market Data Has its “Cord Cutting” Moment","url":"https://www.tradersmagazine.com/am/market-data-is-having-its-cord-cutting-moment/","author":"Traders Magazine","domain":"tradersmagazine.com","section":"articles","topics":["Market data & terminals","People & careers"],"take":"Tobias Macey interviews Ryan Buick of Canvas. In keeping with the theme of making it easy for the “data consumer” to engage with the data. Rather than product-development as was called out in articles highlighted above, Canvas makes it easy for non-data people to answer business questions using the Canvas platform. They’ve created a flexible interface on top of trusted data."},{"issue":88,"date":"2022-07-01","title":"Alternative data is investors' ally against volatile markets","url":"https://www.investmentweek.co.uk/opinion/4051616/alternative-investors-ally-volatile-markets","author":"SimilarWeb’s Ed Lavery","domain":"investmentweek.co.uk","section":"articles","topics":["Alt data industry","Investing & hedge funds"],"take":"Gain conviction in what is happening in this world by using data from non-traditional sources. Break the usual information cadence seen with “traditional” data sources like SEC files, earnings reports, etc."},{"issue":88,"date":"2022-07-01","title":"The mainstreaming of ‘alternative data’ in private equity","url":"https://www.privateequitywire.co.uk/2021/11/24/309675/mainstreaming-alternative-data-private-equity","author":"Yamelin Castillo","pub":"Lab 49","domain":"privateequitywire.co.uk","section":"articles","topics":["Investing & hedge funds","Alt data industry"],"take":"The author makes the case the PE firms are behind the times relative to hedge Funds when it comes to taking full advantage of available information. While just as sophisticated as their hedge fund counterparts, I have found the PE alt data use case to be less reliant on an ongoing feed of data vs one-off project use cases. PE firms can make good use (high value) during due diligence, but, beyond the largest firms, seem to have less need for ongoing insights. Even when you can offer ongoing insights, I have found the value created is not the same as an investor in public equities."},{"issue":88,"date":"2022-07-01","title":"Managing tickers for your data","url":"https://www.cuemacro.com/2022/06/28/managing-tickers-for-your-data/","author":"Saeed Amen","pub":"Turnleaf Analytics & CueMacro","domain":"cuemacro.com","section":"articles","topics":["Analytics & data science"],"take":"“Getting your data into a form so that it can be analyzed is very time consuming.” This a huge problem. It is getting more complex as more unique data is becoming available. The key is to consistently manage data ingest in a way that the output can be trusted."},{"issue":88,"date":"2022-07-01","title":"articles & resources about Data Farming","url":"https://blog.oceanprotocol.com/ocean-data-farming-series-c7922f1d0e45","author":"Trent McConaghy","pub":"Ocean Protocol","domain":"blog.oceanprotocol.com","section":"articles","topics":["Marketplaces & discovery"],"take":"Great discussion around the business of data. The industry needs more conversation like this. They hit a few hot button issues like pricing, application vs data, etc."},{"issue":89,"date":"2022-07-08","title":"How Data Reliability Engineering Can Solve Today’s Data Challenges","url":"https://www.dataversity.net/how-data-reliability-engineering-can-solve-todays-data-challenges/","author":"BigEye’s Kyle Kirwan","pub":"Dataversity","domain":"dataversity.net","section":"articles","topics":["Data governance & quality","Data engineering"],"take":"Data reliability engineering (DRE) is a new concept. BigEye’s Kyle Kirwan seems to be everywhere discussing the topic. Reliability is now a huge deal as more data is not helpful unless it is clean, complete, consistent. We seem to have successfully solved the “enough data” problem and now need to address the “trustworthy data” problem."},{"issue":89,"date":"2022-07-08","title":"Data gap on climate change a hindrance to global policy making: Shaktikanta Das","url":"https://economictimes.indiatimes.com/news/economy/policy/data-gap-on-climate-change-a-hindrance-to-global-policy-making-shaktikanta-das/articleshow/92555561.cms","author":"The Economic Times","domain":"economictimes.indiatimes.com","section":"articles","topics":["ESG & climate","Macro & economic signals"],"take":"Shaktikanta Das is an RBI governor (Reserve Bank of India). He observes the lack of good data is hindering environmental progress. I’ve followed the G20’s Data Gaps Initiative for a few years. It is a well-intentioned initiative that, frankly, doesn’t seem to be making a huge impact. ESG is the framework for important initiatives. The lack of standards & methodologies (a place the Data Gaps Initiative could have a positive impact) make “greenwashing” widespread and opens ESG initiatives to criticism. Policymakers need to take the lead in developing a framework to consistently measure and manage progress across the ESG spectrum."},{"issue":89,"date":"2022-07-08","title":"Gift Cards Are the Gift That Keeps on Giving—But Not for You","url":"https://www.wsj.com/articles/gift-cards-trillion-loan-11656615023","author":"WSJ","domain":"wsj.com","section":"articles"},{"issue":89,"date":"2022-07-08","title":"A tech unicorn's take on cloud and infra in the capital markets","url":"https://www.waterstechnology.com/emerging-technologies/7948521/waters-wavelength-podcast-a-tech-unicorns-take-on-cloud-and-infra-in-the-capital-markets","author":"Waters Wavelength podcast","domain":"waterstechnology.com","section":"podcasts","topics":["Investing & hedge funds"],"take":"Clear Street is a capital markets infrastructure company. Clear Street is among the first at-scale attempts to rewire the archaic plumbing of trading technology (akin to fixing jet engine while the plane is flying). Of most interest to me in this conversation was the discussion around the failure of the broker community to deliver context around this explosion of data. Too much data out there (ongoing theme at Water’s technology). Context is king. Brokers needs to get better at providing context around all this available data."},{"issue":89,"date":"2022-07-08","title":"Chirayu Patel of Rakani Capital","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-rakani-capital-episode","author":"Mark Fleming-William’s Alternative Data Podcast","domain":"shows.acast.com","section":"podcasts","topics":["Investing & hedge funds","Alt data industry"],"take":"It is always good to hear from buy-side investors. There were a lot of interesting topics discussed. Of most interest to me was the pricing discussion. There is still along way to go to get to an efficient, liquid market for data. Chirayu notes there are other factors beyond accuracy to determine pricing."},{"issue":9,"date":"2020-12-25","title":"to package and sell data from companies it acquires","url":"https://www.bloomberg.com/news/articles/2020-12-15/blackstone-s-next-product-could-be-data-from-companies-it-buys","domain":"bloomberg.com","section":"articles","topics":["Deals & funding","Investing & hedge funds"],"take":"PE firms like Blackstone are starting to gain more appreciation for the value of the data they possess. The article discusses the opportunity to aggregate data from portfolio companies to create new revenue streams, but this data could also be incredibly helpful for those same portfolio companies and/or Blackstone itself as they find and make new investments."},{"issue":9,"date":"2020-12-25","title":"a December 11, 2020 speech","url":"https://www.bis.org/review/r201216d.htm","domain":"bis.org","section":"articles","topics":["Alt data industry"],"take":"Governments might be the last group to figure it out, but they will be big users of alternative data in the future."},{"issue":9,"date":"2020-12-25","title":"Alternative data key to financial inclusion.","url":"https://www.businesstimes.com.sg/opinion/alternative-data-key-to-financial-inclusion","author":"The Business Times","domain":"businesstimes.com.sg","section":"articles","topics":["Alt data industry"],"take":"The author points out how new “alternative data” sources (like 90 West’s data) can help move borrowers from high-risk to low-risk, thus lowering borrowing costs and increasing access to capital. Mastercard’s Winnie Wong points out that “there are pathways to credit that can be created by unlocking the potential of alternative data. Underwriting models that include alternative data can increase lending volumes, approval rates, lower interest rates and improve accuracy of default predictions, thereby opening up access to financial services for many.\""},{"issue":9,"date":"2020-12-25","title":"presents an interview","url":"https://www.hedgeweek.com/2020/12/17/293755/podcast-googlisation-20-data-smart-companies-and-new-access-information-part-1","author":"Hedgeweek [presents an","domain":"hedgeweek.com","section":"podcasts","topics":["Data strategy & culture"],"take":"This was a thorough discussion that hit on most of the big issues around using data within organizations. The big key is creating a culture where decision makers are using data to help increase conviction around the decisions made every day. A key from 90 West’s perspective is to offer a valuable dataset in a way that can be easily ingested into the clients unique process. We have spent a ton of time getting our data positioned"},{"issue":9,"date":"2020-12-25","title":"interviews Jason Hill, Chief Revenue Officer of Facteus.","url":"https://podcasts.apple.com/us/podcast/profiting-from-data/id1532057122?i=1000503082631","author":"Eagle Alpha’s Profiting","pub":"Data podcast [","domain":"podcasts.apple.com","section":"podcasts","topics":["Marketplaces & discovery"],"take":"Facteus is a good competitor of 90 West Data, so this was of particular interest to me. It is apparent that Facteus sees the enormous opportunity of selling unique insightful data to decision-makers. We have a similar view of the different verticals and potential for market growth. Importantly, this is not a zero-sum game. Given the growth industry prospects, there will be opportunity for many winners."},{"issue":90,"date":"2022-07-15","title":"Unlocking the Power of Anonymized Transaction Data is Essential for Global Economic Health","url":"https://www.fabledata.com/post/unlocking-the-power-of-anonymized-transaction-data-is-essential-for-global-economic-health","author":"Luke Kennedy","pub":"Fable Data","domain":"fabledata.com","section":"articles","topics":["Transaction & consumer data","Macro & economic signals"],"take":"Fable Data is a success story in the alternative data space. Forgiving Luke’s slight hyperbole of the world-changing benefits of transaction data, this article demonstrates they are laser-focused on building a great, enduring company (see the “Three P’s). This article does a good job of demonstrating how the banks benefit from a better understanding of their customers behavior. Armed with better information, decision makers across the spectrum can more effectively serve their constituents."},{"issue":90,"date":"2022-07-15","title":"Does the Use of Alternative Data Require Alternative Compliance Measures?","url":"https://info.acacompliancegroup.com/2021-white-paper-alternative-data","author":"ACA","domain":"info.acacompliancegroup.com","section":"articles","topics":["Alt data industry","Regulation, privacy & compliance"],"take":"Published in 2021, this compliance-focused white paper pairs nicely with the May 2022 Alternative Data Podcast we highlight below. I’ve argued in the past that regulatory scrutiny is a good thing for the growth of the alternative data market. The more structured rules in place to engage with alternative data, the more comfortable investors will be using data. Any “alternative compliance measures” should become standard across the industry to provide a level, transparent playing field for all participants."},{"issue":90,"date":"2022-07-15","title":"Web Crawling for Data-Driven Decision-Makers","url":"https://www.integrity-research.com/web-crawling-for-data-driven-decision-makers/","author":"Dallan Ryan","pub":"Eagle Alpha","domain":"integrity-research.com","section":"articles","topics":["Web scraping & web data","Data strategy & culture"],"take":"Most interesting to me was a good overview of the hiQ vs LinkedIn case in which hiQ was allowed to scrape LinkedIn for information. Dallan also provides a good overview of key considerations for collecting web data (is identity masked? fake accounts? Volume considerations? Copyright-able info? CAPTCHAs?)."},{"issue":90,"date":"2022-07-15","title":"Alternative Data Sets Are Not as Ambiguous as You May Think.","url":"https://medium.datadriveninvestor.com/alternative-data-sets-are-not-as-ambiguous-as-you-may-think-2f72f806edfc","author":"Web Data Central","domain":"medium.datadriveninvestor.com","section":"articles","topics":["Alt data industry","Web scraping & web data"]},{"issue":90,"date":"2022-07-15","title":"Bloomberg Second Measure Expands Transaction Dataset Offering","url":"https://www.bloomberg.com/company/press/bloomberg-second-measure-expands-transaction-dataset-offering/","domain":"bloomberg.com","section":"articles","topics":["Transaction & consumer data","Market data & terminals"]},{"issue":90,"date":"2022-07-15","title":"interviews","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-sec-episode","author":"Mark Fleming-Williams [","domain":"shows.acast.com","section":"podcasts","topics":["Alt data industry","Regulation, privacy & compliance"],"take":"This is a good interview. Longer & more thorough than many other Alt Data Podcast episodes, but every minute was filled with valuable content."},{"issue":91,"date":"2022-07-22","title":"A Better Way to Put Your Data to Work","url":"https://hbr.org/2022/07/a-better-way-to-put-your-data-to-work","pub":"HBR","domain":"hbr.org","section":"articles","topics":["Data monetization","Analytics & data science"],"take":"This is a detailed article. The authors provide some real-world examples of what does & does not work. The focus on data products is a great practice, especially for consultants that show up & can demonstrate quick wins. Identify a couple high impact business cases, find the right data to package it in a way that anyone (yes, even the non-data scientist) can immediately understand what they are seeing & (ideally) how this will help them day-to-day. Understand your customer’s pain point & support your customer. The discussed trade-off between feasibility, impact, & speed … I like to demonstrate quick wins, even if low impact. This earns you the right to try out new initiatives that might really cement your place in the organization."},{"issue":91,"date":"2022-07-22","title":"Is Data Scientist Still the Sexiest Job of the 21st Century?","url":"https://hbr.org/2022/07/is-data-scientist-still-the-sexiest-job-of-the-21st-century","author":"Thomas Davenport & DJ Patil","pub":"HBR","domain":"hbr.org","section":"articles","topics":["Analytics & data science","People & careers"],"take":"interesting follow up to an article the same authors published a decade ago. The answer is of course a resounding, YES! Relative to a decade ago, there are more resources available & more specific definitions around what a data scientist is, and what they do for a living. The common theme is that data scientists must wear a lot of hats, but most importantly demonstrate a contribution towards successful business outcomes."},{"issue":91,"date":"2022-07-22","title":"4 Keys to Improving Data Quality.","url":"https://www.precisely.com/app/uploads/2022/05/EB_4-Keys-to-Improving-Data-Quality_220505_E_final.pdf","author":"Precisely","domain":"precisely.com","section":"articles","topics":["Data governance & quality"],"take":"Good framework. Here are the four keys listed (with my comments):"},{"issue":91,"date":"2022-07-22","title":"UChicago Data Science Institute Announces Founding Industry Affiliates","url":"https://datascience.uchicago.edu/news/uchicago-data-science-institute-announces-founding-industry-affiliates/","domain":"datascience.uchicago.edu","section":"articles","topics":["Analytics & data science"]},{"issue":91,"date":"2022-07-22","title":"The data premium","url":"https://www.datadiligence.com/post/the-data-premium","domain":"datadiligence.com","section":"articles","topics":["Data monetization"]},{"issue":91,"date":"2022-07-22","title":"Rob Buxton","url":"https://www.safegraph.com/podcasts/rob-buxton","author":"SafeGraph’s Auren Hoffman","domain":"safegraph.com","section":"podcasts","topics":["Data monetization","Investing & hedge funds"],"take":"Another solid, valuable conversation from Auren’s World of DaaS podcast. Rob Buxton shares a unique perspective as an investor and thought leader in the space. Two things of particular interest to me. First was the DaaS comparison to SaaS. Obviously as long way to go but developing a common language around success metrics is a key (CAC, etc.). Next is the discussion around “upstream” vs “downstream” data companies. Upstream … smaller TAM (primary reason for being is providing data … ex. SafeGraph). Downstream … bigger TAM (heavily utilizes data to provide answer … ex. ZoomInfo)."},{"issue":92,"date":"2022-07-29","title":"How to start selling data: A comprehensive guide to help successfully monetize your data","url":"https://solutions.narrative.io/hubfs/documents/narrative-ebook-how-to-start-selling-data.pdf","domain":"solutions.narrative.io","section":"articles","topics":["Data monetization","Marketplaces & discovery"],"take":"It is never as easy as it seems like it should be. Narrative covers quite a bit in this overview. In my conversations with data owners, the hard part is determining the value (slide 5). Data owners overestimate the value of their data & underestimate the effort needed to get it in a format where it is marketable. And before the data owner can even start the process, they need to understand all the brokers, exchanges, marketplaces, etc. Not easy … but the allure of the high margin data sale is very appealing."},{"issue":92,"date":"2022-07-29","title":"How to Become a More Data-Driven Organization","url":"https://medium.com/noteableio/how-to-become-a-more-data-driven-organization-55d3286d6cf","author":"Noteable’s Pierre Brunelle","domain":"medium.com","section":"articles","topics":["Data strategy & culture","Analytics & data science"],"take":"Short article published that summarizes the findings from >100 interviews with data leaders. The top two challenges are, 1- company-wide data literacy, & 2- Information silos and disorganization. Bottom line, as Pierre notes, the ability to engage with data is becoming a necessary skill for all. I would add that existing tools need to improve, that will make it easier / less intimidating for the non-data scientist to engage with data. And lastly, as with anything, finding leaders in your organization is the key."},{"issue":92,"date":"2022-07-29","title":"How to Onboard Analytics Engineers","url":"https://www.datafold.com/blog/how-to-onboard-analytics-engineers","author":"Kenny Ning","domain":"datafold.com","section":"articles","topics":["Analytics & data science","People & careers"],"take":"Insightful takes from a guy that has done this before. I laughed out loud at the Day 1 newly hired analytics engineer journal entry at 2:36pm of “Uh-Oh, I think I broke something”. Terrible feeling! Here are some highlights:"},{"issue":92,"date":"2022-07-29","title":"An Observation on Dashboard Speed","url":"https://magis.substack.com/p/an-observation-on-dashboard-speed","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"articles","topics":["Analytics & data science"]},{"issue":92,"date":"2022-07-29","title":"In Search of Data's Eldorados - Alternative Data","url":"https://marketdata.guru/in-search-of-datas-eldorados-alternative-data/","author":"MarketData.Guru","domain":"marketdata.guru","section":"articles","topics":["Alt data industry"]},{"issue":92,"date":"2022-07-29","title":"Economic Predictions With The Alternative Data Crystal Ball","url":"https://www.forbes.com/sites/garydrenik/2022/07/21/economic-predictions-with-the-alternative-data-crystal-ball/?sh=79e4a0a221f3","author":"CloudQuant’s Morgan Slade is","domain":"forbes.com","section":"articles","topics":["Alt data industry","Macro & economic signals"]},{"issue":92,"date":"2022-07-29","title":"Integrating Alternative Data Into the Investment Process","url":"https://www.youtube.com/watch?v=vUC151cVaCo&ab_channel=BerylElites","author":"Beryl Elites","domain":"youtube.com","section":"podcasts","topics":["Alt data industry","Marketplaces & discovery"],"take":"This was a great discussion. A must-listen if you are in the alt data space. The most interesting to me was the discussion of future changes, including more data, more compute power, more unique insights, from more unique data … and lastly, consolidation which will allows (in my words) data vendors to deliver a more complete product to clients. That can be cleaner, more organized data that is easier to analyze, or, simply just delivering the “answer” to better questions."},{"issue":93,"date":"2022-08-05","title":"Sell-Side Firms Need Targeted Strategy to Unlock the Value of Data and Analytics","url":"https://www.tradersmagazine.com/am/sell-side-firms-need-targeted-strategy-to-unlock-the-value-of-data-and-analytics/","author":"Abhik Pal","domain":"tradersmagazine.com","section":"articles","topics":["Analytics & data science","Alt data industry"],"take":"I spent nearly 20 years on the traditional sell-side before pivoting to the world of alternative data. The sell-side needs to follow the lead of their customers and make data a bigger part of the offering. The job of leading analysts on the sell-side is to be a thought leader & expert, not just on specific stocks & companies, but entire industries. To be effective in this mission, the sell-side needs to incorporate more & different data sources. Incorporating unique insights from data will separate the best analysts from the merely good. Data gives the analyst another pillar on which to put herself/himself out there as a thought leader, to start more conversations, to ask better questions, and be an even more essential resource to clients."},{"issue":93,"date":"2022-08-05","title":"The Growing Importance of Alternative Data for the Insurance Sector","url":"https://www.integrity-research.com/the-growing-importance-of-alternative-data-for-the-insurance-sector/","author":"Dallan Ryan","pub":"Eagle Alpha","domain":"integrity-research.com","section":"articles","topics":["Alt data industry","Marketplaces & discovery"],"take":"90 West has done work with insurance companies, and we see the potential in the space. Insurance companies tend to be more comfortable using data to drive decisions. Use cases range from the more specially identifying risk areas in the P&C category to gathering better information on minor car crashes. We are in the early stages what could be spectacular advances. Keep an eye on: The premise of the insurances industry to spread risk among a community. But, if by using better data, we find that claims happen in a single area most often, insurance costs could (should) skyrocket for those very specific areas. An example might be that my car insurance cost dynamically adjust based on where and when I am driving."},{"issue":93,"date":"2022-08-05","title":"The authoritative guide to data scouting","url":"https://www.neudata.co/blogs/data-scouting","domain":"neudata.co","section":"articles","topics":["Marketplaces & discovery","Alt data industry"],"take":"There is so much data in the world, firms like Neudata are providing a valuable service when they help identify quality data and vet the source. The article offers advice on which questions prospective data buyers should be asking of data vendors. Worth highlighting is Neudata categorization of the alternative data landscape into 19 areas: crowdsourced, economic, ESG, event, financial products, fund flows, fundamental, Internet of things, location, news, satellite & aerial, search, sentiment, social media, surveys & polls, transactional, weather, web- & app-tracking, web-scraping."},{"issue":93,"date":"2022-08-05","title":"GPs are mining their portfolio data for gold","url":"https://www.privateequitywire.co.uk/2022/08/01/316452/gps-are-mining-their-portfolio-data-gold","author":"Private Equity Wire","domain":"privateequitywire.co.uk","section":"articles","topics":["Investing & hedge funds"]},{"issue":93,"date":"2022-08-05","title":"interviews","url":"https://www.alation.com/podcast/","author":"Data Radicals [","domain":"alation.com","section":"podcasts","topics":["Analytics & data science"],"take":"Bernard Liautaud has a fascinating background, and he offers a wonderful perspective. A common theme through the conversation is to make it easy for end user to access data (this was driving force behind starting Business Objects in early 1990’s)."},{"issue":94,"date":"2022-08-12","title":"Adding More Data Isn’t the Only Way to Improve AI","url":"https://hbr.org/2022/07/adding-more-data-isnt-the-only-way-to-improve-ai","author":"Pushkar Apte & Costas Spanos","pub":"HBR","domain":"hbr.org","section":"articles","topics":["AI & LLMs","Data strategy & culture"],"take":"Artificial intelligence hasn’t lived up to the hype. When attempting to improve AI systems, adding other forms of understanding of the domain in question can help make data-driven AI better. This is most clearly done by keeping a human-in-the-loop, but that largely defeats the purpose. Of the other proposals, the most interesting to me was the elimination of the “black box” mentality and give the users of the AI systems clearer explanations about how the system is working. Will offer the end users more confidence in the output. This all highlights the importance of domain expertise."},{"issue":94,"date":"2022-08-12","title":"GPs are mining their portfolio data for gold","url":"https://www.privateequitywire.co.uk/2022/08/01/316452/gps-are-mining-their-portfolio-data-gold","author":"Private Equity Wire","domain":"privateequitywire.co.uk","section":"articles","topics":["Investing & hedge funds"],"take":"Private Equity is waking up to the power of using data they already control. These are typically investment firms with dozens of companies under their control. The effort to understand what data they have and how it can be put to the best use is still in the very early innings. We have a long way to go. This is a difficult task that can pay off big if done well. Again, like the article above, the importance of domain expertise comes through: “With a long history of portfolio investments in a specific sector or specialism will increasingly leverage this data to set themselves even further apart from the pack.”"},{"issue":94,"date":"2022-08-12","title":"How Web Scraping Brings Freedom to Research","url":"https://www.entrepreneur.com/article/431036","author":"Entrepreneur Magazine","domain":"entrepreneur.com","section":"articles","topics":["Web scraping & web data","Deals & funding"],"take":"The academia-focused article tells us the web scraping is a solution to the age-old problem of data acquisition. With a bit of web-scrape creativity, you can find interesting angles that might provide some unique insight, but data is never as clean and easy as one might hope. Academia might be able to avoid some of the regularity scrutiny we see in the investment space, which eases the burden slightly, but the acquisition of high quality data is still a heavy lift."},{"issue":94,"date":"2022-08-12","title":"You Don’t Have to Be a Contrarian to Disagree","url":"https://dataobservatory.substack.com/p/you-dont-have-to-be-a-contrarian","author":"Jonathan Chin’s The Data Observatory","domain":"dataobservatory.substack.com","section":"articles"},{"issue":94,"date":"2022-08-12","title":"2022-2029 Global Alternative Data Provider Market Research Report, Analysis from Perspective of Segmentation","url":"https://www.infinitybusinessinsights.com/reports/2022-2029-global-alternative-data-provider-market-research-report-analysis-from-perspective-of-segmentation-competitor-landscape-type-application-and-geography--826756","author":"Infinity Business Insights","domain":"infinitybusinessinsights.com","section":"articles","topics":["Alt data industry","Marketplaces & discovery"]},{"issue":94,"date":"2022-08-12","title":"How To Safely Share Credit Card Transaction Data","url":"https://leapyear.io/datamonetization-casestudies-creditcards/","author":"Leapyear","domain":"leapyear.io","section":"articles","topics":["Transaction & consumer data"]},{"issue":94,"date":"2022-08-12","title":"interviews","url":"https://www.datacamp.com/podcast/empowering-the-modern-data-analyst","author":"Datacamp [","domain":"datacamp.com","section":"podcasts","topics":["Analytics & data science"],"take":"Peter’s company Mozart Dataprovides tools to empower data scientists. Data is getting more complex & there is more of it (A LOT more). This was a good conversation about the challenges facing organizations that are trying to become data centric. The easier it is for the “citizen data scientist” to engage with data, the more ingrained it will be come in the day-to-day process."},{"issue":95,"date":"2022-08-19","title":"Businesses That Use Consumer Data or Data Products (Everyone?) Take Heed: FTC Moves Ahead with Rulemaking Process on “Commercial Surveillance” Practices","url":"https://newmedialaw.proskauer.com/2022/08/11/businesses-that-use-consumer-data-or-data-products-everyone-take-heed-ftc-moves-ahead-with-rulemaking-process-on-commercial-surveillance-practices/","author":"Jeffrey Neuberger & Jonathan Mollod","pub":"Proskauer","domain":"newmedialaw.proskauer.com","section":"articles","topics":["Regulation, privacy & compliance","Transaction & consumer data"],"take":"The FTC discusses the subsequent sharing and sale of information to data aggregators and brokers that then sell data access or data analysis products to marketers, researchers, or other businesses interested in gaining insights from alternative data sources. We are at an interesting time in history. There is so much data on individuals and we, as consumers, enjoy the benefits of this surveillance (personalization, smarter mobile services, better ads served to us, detailed maps, etc) … the question the FTC and others wrestle with is: where to draw the line between acceptable uses and use cases that would be deemed unacceptable? This will play out over a generation, and I see younger people being less suspect of & cautious about “commercial surveillance” practices. When I ask my kids about it, they largely don’t seem to care and feel like it (lack of privacy) comes with the territory. They don’t mind the openness of the data; they don’t seem at all bothered by the situation. Definitely a generational shift in attitude."},{"issue":95,"date":"2022-08-19","title":"Data in Practice: Data reliability tips from a former Airbnb data engineer","url":"https://www.bigeye.com/blog/data-reliability-airbnb-walkthrough","author":"BigEye","domain":"bigeye.com","section":"articles","topics":["Data engineering","Data governance & quality"],"take":"Data quality of an important issue. BigEye is taking steps to solve the problem. Airbnb deals with petabytes of data daily. Managing quality is daunting. Interestingly, as Airbnb grew, the data team developed a patchwork of processes that were not able to scale. Before the IPO, they declared “data bankruptcy” and started over. They built new tables from scratch, implemented data quality processes, and reliability SLAs. It is fascinating to learn from Dmitry’s experience and know that even brand name institutions with seemingly unlimited resources like Airbnb struggle to work with data."},{"issue":95,"date":"2022-08-19","title":"Observability: Why It’s a Red Hot Tech Term","url":"https://www.itbusinessedge.com/it-management/observability-is-hot/","author":"Tom Taulli","pub":"IT Business Edge","domain":"itbusinessedge.com","section":"articles","topics":["Data governance & quality"],"take":"“Data observability” is a broad category that covers a lot of different applications. It can mean different things to different people. My definition is “understanding the who, what, when, where and why of the data you are using…at scale”. The importance is growing as firms begin to engage with more & different data sources, ensuring quality becomes a daunting task. Users need to know they can trust the output. It goes waaaay beyond just basic alerts about daily data movements, and it is comforting to know there are a lot of smart entrepreneurs creating tools to solve this problem."},{"issue":95,"date":"2022-08-19","title":"Tourism needs to become sustainable: How data science can help","url":"https://blogs.biomedcentral.com/on-physicalsciences/2022/08/15/tourism-needs-to-become-sustainable/","author":"BMC","domain":"blogs.biomedcentral.com","section":"articles","topics":["Analytics & data science","ESG & climate"]},{"issue":95,"date":"2022-08-19","title":"Dan Sandberg","url":"https://shows.acast.com/the-alternative-data-podcast/episodes/the-sp-episode","author":"Mark Fleming-Williams Alternative Data Podcast","domain":"shows.acast.com","section":"podcasts","topics":["Alt data industry","Market data & terminals"],"take":"S&P is a data powerhouse. They acknowledge the growing role of alternative data. It remains to be seen exactly how they will have the biggest impact. Data marketplaces continue to sputter. I think the role best suited for a company the size of S&P would be to set the standard for how data is delivered. They have the scale and scope to be able to drive that sort of industry-wide standardization."},{"issue":96,"date":"2022-08-26","title":"The Good New Days: Incorporating Quantitative Techniques Into a Discretionary Portfolio","url":"https://www.man.com/maninstitute/the-good-new-days","author":"MAN Group","domain":"man.com","section":"articles","topics":["Investing & hedge funds"],"take":"The article of the week (H/T to JH for highlighting). MAN Group highlights that the growth of quantitative investing gives discretionary managers sources of new ideas & tools to enhance their investment process. The is becoming more accepted as the norm. Discretionary managers can no longer ignore quantitative inputs & all firms need to get better at evaluating various sources of data. The article focuses on three areas:"},{"issue":96,"date":"2022-08-26","title":"3 data quality metrics dataops should prioritize","url":"https://www.infoworld.com/article/3667314/3-data-quality-metrics-dataops-should-prioritize.html","author":"Isaac Sacolick","pub":"InfoWorld","domain":"infoworld.com","section":"articles","topics":["Data governance & quality","Analytics & data science"],"take":"This may seem obvious, but you need to define “quality”. What makes it good? What make it bad? A key is to catch poor quality early in the process. The experts consulted for the article seemed to mostly focus on accuracy, completeness, usability/availability. I would add consistency, as consistency builds trust over time."},{"issue":96,"date":"2022-08-26","title":"The Rise of Data Contracts: And Why Your Data Pipelines Don't Scale","url":"https://dataproducts.substack.com/p/the-rise-of-data-contracts","author":"Chad Sanderson","domain":"dataproducts.substack.com","section":"articles","topics":["Data engineering","Data governance & quality"],"take":"Interesting to hear from Chad as he oversees data and data products at Convoy, a company that relies and data. Bad data causes real problems. Chad makes the case that Data Contracts are the key to building a production-grade Data Warehouse and breaking the silo between data producers and data consumers. Trust is the big issue. Can we all trust the data being used? Data contracts increase the transparency and thus level of trust. I’d go back to the beginning and ask how you architect the data stack (somewhat related to the article above) … making good decisions early I the process is a huge deal as it is difficult to change once the pipeline is operational\\."},{"issue":96,"date":"2022-08-26","title":"Next Generation Data School to Teach Data and Automation Skills","url":"https://point72.com/blog/point72-launches-next-generation-data-school-to-teach-data-and-automation-skills/","domain":"point72.com","section":"articles","topics":["Investing & hedge funds","People & careers"]},{"issue":96,"date":"2022-08-26","title":"interviews","url":"https://canvasapp.com/blog/using-real-time-data-to-power-billions-of-conversations-with-john-kim-ceo-of-sendbird/","author":"Canvas Podcast [","domain":"canvasapp.com","section":"podcasts","topics":["Data engineering"],"take":"Always interesting to hear stories of startups that are doing well (Sendbird). There is always a data challenge, especially now that Sendbird is at 250m users. It is not a straight line. Of most interest to me was the reboot they did as they made progress. Similar to the AirBNB commentary last week, both companies had to reboot how they managed data after they were already in high growth mode … this would be really difficult and shows how hard it is to make good decision upfront. Lastly, the other big takeaway for me was the importance of being engaged with peers & customers. Most of John Kim’s best ideas are simply his work solving the problems of colleagues & customers."},{"issue":97,"date":"2022-09-02","title":"Location, health, and other sensitive information: FTC committed to fully enforcing the law against illegal use and sharing of highly sensitive data","url":"https://www.ftc.gov/business-guidance/blog/2022/07/location-health-other-sensitive-information-ftc-committed-fully-enforcing-law-against-illegal-use","author":"Kristen Cohen","pub":"the FTC","domain":"ftc.gov","section":"articles","topics":["Regulation, privacy & compliance"],"take":"Regulation is a good thing in this space. The more transparent the rules the better. We as a society of consumers struggle with the balance between, 1- sharing my data to make my online experience better vs 2- understanding how my is data being used by the companies gathering that information. I want my exact location to be known when I am using my phone’s map feature or my Uber app, but I don’t want the mapmaker or Uber to know where I am at all times … and I certainly don’t want random people to have the ability to track my detailed whereabouts. My sense is the “creep factor” isn’t even something the digital native <25 years old crowd thinks about, so it is good the FTC is setting boundaries. It will be interesting to watch this play out."},{"issue":97,"date":"2022-09-02","title":"Center for Data Innovation calls for next Federal Data Strategy to address data divide","url":"https://www.fedscoop.com/cdi-federal-data-strategy-divide-report/","author":"FedScoop","domain":"fedscoop.com","section":"articles","topics":["Data strategy & culture"],"take":"Interestingly … given the article above which deals with too much information being gathered and shared … this article addresses how not enough information is being gathered about certain groups and, therefore, those groups are being overlooked."},{"issue":97,"date":"2022-09-02","title":"How Web Scraping Is Helping Businesses Adapt to Downturns","url":"https://webwriterspotlight.com/how-web-scraping-is-helping-businesses-adapt-to-downturns","author":"Gediminas Rickevičius","pub":"Oxylabs","domain":"webwriterspotlight.com","section":"articles","topics":["Web scraping & web data"]},{"issue":97,"date":"2022-09-02","title":"Databeats Community","url":"https://databeats.community/p/welcome","domain":"databeats.community","section":"articles","topics":["Events & community"]},{"issue":97,"date":"2022-09-02","title":"4 Ways Banks Can Use Alternative Data to Boost Loan & Account Growth","url":"https://thefinancialbrand.com/news/loan-growth/alternative-data-officers-major-loan-growth-opportunities-150363/","domain":"thefinancialbrand.com","section":"articles","topics":["Alt data industry"]},{"issue":97,"date":"2022-09-02","title":"How The Data Economy Can Enable Data To Be Fluidly Valued And Privately Shared","url":"https://www.forbes.com/sites/forbestechcouncil/2022/08/22/how-the-data-economy-can-enable-data-to-be-fluidly-valued-and-privately-shared/?sh=313cd6445303","domain":"forbes.com","section":"articles","topics":["Data monetization","Macro & economic signals"]},{"issue":97,"date":"2022-09-02","title":"Understanding Where You Need Big Data vs Small Data","url":"https://podcasts.apple.com/us/podcast/14-understanding-where-you-need-big-data-vs-small-data/id1617350970?i=1000567954287","domain":"podcasts.apple.com","section":"podcasts","topics":["Data strategy & culture"],"take":"Big data vs small data. This is an interesting conversation not necessarily directly related to investing but talking about the impact of big data on innovation. Big data shows the effect, not always the cause. The hosts make the case that “narrow & deep” is often better than “broad & wide”. The insights come from understanding individuals and the causal insights … then big data makes more sense. They use the term “qualitative causal background information” … another way to say this (my take) is the importance of domain expertise. Some level of domain expertise will help you. In the end, you can’t over-rely on anything. You need to know what you are using and why you are using it."},{"issue":97,"date":"2022-09-02","title":"12 Data Strategy Principals","url":"https://www.youtube.com/watch?v=89MG5RGm_2w","author":"Phil Husbands","domain":"youtube.com","section":"podcasts","topics":["Data strategy & culture"],"take":"Good framework that should be taken seriously, particularly at the beginning of your data journey. This goes into tremendous detail."},{"issue":98,"date":"2022-09-09","title":"Keeping up with Data","url":"https://adamvotava.medium.com/","domain":"adamvotava.medium.com","section":"articles","topics":["Data engineering"],"take":"Data should reflect business reality (“business data twin”). In the past few weeks the importance of setting up your data stack the right way, early in the process is a big key. Thinking about the creation of a simplified reflection of your business is an interesting thought process."},{"issue":98,"date":"2022-09-09","title":"Why is data quality harder than code quality?","url":"https://airbyte.com/blog/data-quality-issues","author":"Ari Bajo Rouvinen","pub":"Airbyte","domain":"airbyte.com","section":"articles","topics":["Data governance & quality","Data monetization"],"take":"Data quality is a consistent theme you’ll come across if you pay attention to the data space (and my weekly emails). Massive amounts of data are useless if the output can’t be trusted. Data quality issues are discovered three ways: 1- business user reports an issue (not good), 2- data test fails, 3- data monitoring raises an alert. Of the three, if the business user find the problem, they will likely never trust the data product again. And they will tell friends. It is really important to find problems before they get to the end user."},{"issue":98,"date":"2022-09-09","title":"The end to end challenges of evaluating alternative data","url":"https://www.exabel.com/blog/the-end-to-end-challenges-of-evaluating-alternative-data","author":"Exabel","domain":"exabel.com","section":"articles","topics":["Alt data industry","Marketplaces & discovery"],"take":"The data-buying process is inefficient and needs major improvement. The blog post & highlighted Eagle Alpha survey demonstrates data discovery & prioritization of alternative datasets are major hurdles to growth in the space. This Exabel blog addresses the issue and are details their efforts to solve the problem (full disclosure: 90 West partners with Exabel). We at 90 West are seeing more firms outsource large portions of the effort, this trend is highlighted in the article with a chart from NASDAQ Data Link. That is smoothing the process for firms that have resources and know generally what they are looking for, but I still think many buyside firms still very early in the discovery phase of understanding what alternative data can do for them and how to best approach the introduction of massive new data sets into the research process."},{"issue":98,"date":"2022-09-09","title":"Not Everything Data Related Should Be a Data Product","url":"https://ericdataproduct.substack.com/p/not-everything-data-related-should","author":"Eric Weber","domain":"ericdataproduct.substack.com","section":"articles","topics":["Data monetization"]},{"issue":98,"date":"2022-09-09","title":"Understanding Jane Street","url":"https://www.thediff.co/p/jane-street","author":"The Diff","domain":"thediff.co","section":"articles","topics":["Investing & hedge funds"]},{"issue":98,"date":"2022-09-09","title":"Digital Marketing Blog","url":"https://www.clickthrough-marketing.com/blog/tag/cookieless-advertising","domain":"clickthrough-marketing.com","section":"articles","topics":["Data monetization"]},{"issue":98,"date":"2022-09-09","title":"Terence Kawaja, CEO of Luma Partners","url":"https://www.safegraph.com/podcasts/terence-kawaja","author":"Auren Hoffman","pub":"SafeGraph’s World of DAAS","domain":"safegraph.com","section":"podcasts","topics":["Data monetization"],"take":"Really enjoyed this interview (please check out all of the World of DaaS interviews … great lineup). Luma is a premier media & tech investment bank. The interview starts with the idea that uncertainty is bad for investing. We are in uncertain times & how to think about this."},{"issue":99,"date":"2022-09-16","title":"Building a Data Fabric Architecture to Deliver on Your Data Strategy","url":"https://www.cdomagazine.tech/building-a-data-fabric-architecture-to-deliver-on-your-data-strategy/article_14ed9b64-29fe-11ed-b055-732b90b70602.html/","author":"Inderpal Bhandari, Global Chief Data Officer","pub":"CDO Magazine _","domain":"cdomagazine.tech","section":"articles","topics":["Data strategy & culture","Data governance & quality"],"take":"The goal is easy access to trustworthy data. The volume of enterprise data is growing 42% annually. This data is increasingly housed in multiple locations. Creating a data fabric architecture can simplify data access throughout the organization. A data fabric relies on data virtualization to harness metadata, enabling multiple sources of data to be easily centralized without replacing existing technology."},{"issue":99,"date":"2022-09-16","title":"What Makes Alternative Data Scientists Alternative?","url":"https://magis.substack.com/p/what-makes-alternative-data-scientists","author":"Alex Izydorczyk","domain":"magis.substack.com","section":"articles","topics":["Alt data industry","Analytics & data science"],"take":"Alex highlights how the skills needed to successfully work with alternative data differ from those skills needed for traditional data science roles. Skills needed to a greater degree when working with alternative data are, 1- domain knowledge (or at least the curiosity to grow domain knowledge) and 2- the ability to communicate with a wide variety of stakeholders."},{"issue":99,"date":"2022-09-16","title":"The Value of Alternative Data","url":"https://probability.nl/news/research-value-of-alternative-data/","author":"Probability Partners","domain":"probability.nl","section":"articles","topics":["Alt data industry"],"take":"Of most interest to me was page 11 of this 12-page white paper. The authors run through their process of placing a value on alternative data. While formulaic, at the end of the process it is back-of-the-envelope and can justify including new data insights into the investment process."},{"issue":99,"date":"2022-09-16","title":"2022 Top 8 Wall Street Data Scientists","url":"https://www.rebellionresearch.com/2022-top-10-wall-street-data-scientists","author":"Rebellion Research","domain":"rebellionresearch.com","section":"articles","topics":["Analytics & data science"]},{"issue":99,"date":"2022-09-16","title":"The Evolution of Data Companies","url":"https://seattledataguy.substack.com/p/the-evolution-of-data-companies","author":"Seattle Data Guy","domain":"seattledataguy.substack.com","section":"articles","topics":["Data engineering"]},{"issue":99,"date":"2022-09-16","title":"discussing approaches","url":"https://www.linkedin.com/feed/update/urn:li:activity:6974009598584201216/","domain":"linkedin.com","section":"articles","topics":["AI & LLMs","Data governance & quality"]},{"issue":99,"date":"2022-09-16","title":"Austin Artificial Intelligence","url":"https://www.austinai.io/about","author":"Nathan Latka [","domain":"austinai.io","section":"podcasts","topics":["AI & LLMs","Investing & hedge funds"],"take":"This interview caught my eye as Robert had started Hedge Fund EVA Capital & has now moved to Austin Artificial Intelligence. Bottom line, “quant” is now becoming more prevalent outside finance & defense. Austin AI is trying to take advantage of the expansion of data understanding."},{"issue":99,"date":"2022-09-16","title":"FiveThirtyEight's Nate Silver on how gamblers think","url":"https://podcasts.apple.com/us/podcast/ais-fivethirtyeights-nate-silver-on-how-gamblers-think/id1502871393?i=1000564483582","domain":"podcasts.apple.com","section":"podcasts","topics":["Events & community"],"take":"I found this interesting as I am reading Nate’s book The Signal and the Noise (published 2012, so I am late to the game). Of most interest to me is the focus on process over results. It’s all probabilities and you want your process to put you in a position where you are likely to be successful (I’ve written about this). The most successful gamblers don’t care about the money, they are doing this for the love of the game."}]}