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Let’s just call it data. There is nothing left to call alternative.
Alternative data was all the buzz in hedge funds 10 years ago. Quants were first, then we had Quantamental, which was fundamental shops using quant approaches, and then we had everyone using alternative data from asset managers, long/short funds, commodity trading shops, HFT’s, and everything in between.
At this point, the market is just saturated with data. That doesn’t mean data isn’t interesting, that doesn’t mean data doesn’t have alpha, and that doesn’t mean that there aren’t data hunters running around looking for the next best thing.
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What I am saying is we have a lot of data, and every hedge fund, data buyer, data buyer at a corporate or consultant is overwhelmed. We have Yipit & M Science, and Oxford Data Plan - are they different? Is there something unique? Maybe. Maybe one is more accurate than the other, or different coverage, or they use different data, or they are cheaper, but there is a shit ton of overlap. For foot traffic and app analytics, credit card data, and satellite images, there are endless sources. Platforms like Carbon Arc are pushing to change the game to provide real insights, leverage the latest MCP technology, and make it so you can get all of this data on a consumption-based model, but they too have to weed through endless vendors with overlap. Thankfully, Carbon Arc teamed up with INITIALDATAOFFERING.COM to make it easier to find the most in-demand datasets!
The way we collect data, clean it, and deliver it, and how we do this with 1000x fewer people and 10x the speed, is what is truly interesting. The terms of service, conditions that the big vendors put on everyone, are all getting disrupted. Display fee, black box fee, no downloading, no transparency on where the data comes from, prices that can go up 100% YoY, no SLA on when the data will arrive - that is all being thrown in the garbage by the up-and-coming vendors.
So what I am saying is let’s ditch the world Alternative when talking about Data and just call it data. We use data, we buy data, we want more of it, and we want to be charged for what we use when we need it. Data is more important now than it ever was with AI-hungry applications. The future is bright for the winners who embrace the changes coming in the world of data. For those public companies like $FDS ( ▲ 1.56% ) and $SMWB ( ▲ 3.08% ) who recently had their stocks crushed even though they announced Anthropic plug-ins, it's time to be bold and make big changes, or they will slowly feel the pain of becoming irrelevant.
