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Magis

Alex Izydorczyk

Alex Izydorczyk's thoughts on data, finance, and economics, focusing on DaaS (data-as-a-service) businesses.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues40SubscribersRead magis.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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This blog is a personal commentary on the intersection of data, finance, and technology and not a Cybersyn (the startup I run) corporate blog. Once in a while , I cross-post announcements from Cybersyn when I think the content is relevant t...

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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...

3 months ago
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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...

4 months ago
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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...

5 months ago
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Authors

The writers behind this newsletter.

  • Alex Izydorczyk

    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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