Why subscribe?
The financial data industry powers trillions in capital markets yet remains remarkably opaque and undocumented.
This substack digs deep into the ecosystem, moats, competitors and positioning to explain how the powers that be established their dominance. Using a first principles approach, we’ll look under the hood to discover foundational concepts of how value is created and captured, and examine how paradigm shifts give rise to new entrants.
Whether you are an operator navigating in the industry, an innovator seeking points of disruption, or an investor evaluating opportunities, subscribe to get deep, thought-provoking essays straight to your inbox from an (ex) industry insider.
My promise - to only publish posts that have amassed sufficient signal and minimal noise.
So posts are long and infrequent, one every few months. Do drop in your work and personal emails and join the growing community of the highly curious who’ll inspire you to new ideas and spark up your workday.
