Pivotal
Abraham ThomasPivotal is a newsletter about data, investing, and startups. It has three underlying themes: the data explosion, markets in everything, and software eating the world.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 5 years ago | Last Issue | a year ago |
| Active | |||||
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Data and Defensibility
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INTRODUCTION
Data Is The New Moat
There is a growing consensus that data is not the new oil or the new gold; it’s something better. Data is the new moat.
We’re...
Making Markets in Time
Three years ago, I wrote a rather successful essay titled Minsky Moments in Venture Capital. I asked: what could cause the boom in venture to roll over into a bust? My timing was spot on: the essay was published at more or less the exact pe...
Ahead of the (Yield) Curve
Introduction
If you’re reading this, you probably know me as a writer on data, investing and startups. Some of you may also know me as the co-founder of a tech startup myself — Quandl, a venture-backed company that was acquired by Nasda...
How To Price A Data Asset
Data pricing is often hand-wavy and inexact; datasets can be free or worth millions; very few people know how to price a data asset or even what criteria go into such a calculation. This essay is an attempt to change that.
Introduction...
Strong Opinions, Weakly Held
I’m launching an early-stage syndicate! More info in the end notes. Meanwhile, read on.
For many years, Marc Andreessen’s Twitter bio read: ‘Strong Opinions, Weakly Held’. What do these words mean? I’ve heard quite a few explanation...
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Authors
The writers behind this newsletter.
Abraham Thomas writes about data, markets, technology, and a few other things.
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