Angana Jacob - Data as the True Competitive Moat (S7E26)

Angana Jacob - Data as the True Competitive Moat (S7E26) – Flirting with Models

Mentioned

Bullish

ALTDATA— Data has become the true competitive moat in quant investing as models have been commoditized. The ability to properly source, clean, and connect data is where alpha now lies.
BBG— Bloomberg has a massive competitive advantage in data infrastructure with their ability to provide clean, standardized, point-in-time correct data across all asset classes and systems.
MLINFRA— Machine learning infrastructure and AI-ready data platforms are becoming critical as quant strategies become more ensemble-driven with hundreds of thousands of signals.

Bearish

AIMODELS— AI models themselves are becoming commoditized as the real value shifts to the data infrastructure beneath them. Models without proper data foundations will fail.
HFT— High frequency trading strategies are being forced to move to longer time horizons as their traditional edge has been arbitraged away, requiring completely different data infrastructure they're not equipped for.

Not investment advice.