Magis
Alex IzydorczykAlex Izydorczyk's thoughts on data, finance, and economics, focusing on DaaS (data-as-a-service) businesses.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 39 | Subscribers | Read | magis.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Unfair Data Moats & Regulatory Capture
Data businesses can be particularly valuable if they have moats that guard their product from replication1. Such moats can come from legitimate technological innovation or business partnerships. The data moats worth criticizing are those bu...
Data Marketplaces in a LLM World
A perennial idea among external data consumers is a data marketplace. There are many large specialized data vendors, and thousands of small ones, each with often hundreds of datasets – so why would there not be a central marketplace to disc...
How Data Markets Fail
In this essay, I reflect on some of the practical challenges of data monetization and relate them to theoretical concepts in information economics1. I then point out how these theoretical failures are real and result in obviously useful dat...
Data Dividends
Market research and targeted advertising requires consumer data, specifically purchase and digital behavior records. Data can be collected actively or passively. Active collection requires consumers to take surveys, submit records, or make ...
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Authors
The writers behind this newsletter.
I’m working on something new in Data/Data Science. Formerly I was the Head of Data Science at Coatue. https://alexizydorczyk.com/
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