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The speed is changing. Velocity and quantity of data.
We have enormous amounts of data being created in this new AI world we live in. The speed at which data is being delivered is getting faster and faster. One of our portfolio companies, Fiscal.ai is a good example of a company that is making fundamental data in the stock market available faster then was ever possible.
Data coming from cars, humanoids, and everything in between is being created, processed, analyzed, and made available at lightning-fast speed. The need for data is endless, especially with the growth of LLMs. The cost to store data is going down, but the amount of data is going up, so the data storage companies should see more and more revenue. On top of that, the cost for data should go down, but with increased consumption and consumers, the data owners should see more and more revenue. Who are the data owners? $SPGI ( ▲ 0.85% ) & $VRSK ( ▲ 0.69% ) are two good examples in the public markets.
What interests me is owning the data. The boring data. The sticky data. The data that others are building on. Let others create insights. Create products. Find alpha. Own the base layer data aka the picks and shovels data.
Chris Camillo recently had an interesting talk on humanoids and his discussion about the data they collect, the value of the data, and the risks of who gets that data.
Talking future of robots and social arb with @APompliano
— #Chris Camillo (#@ChrisCamillo)
4:13 PM • Sep 26, 2025
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