Archive - Pivotal

The Economics of Data Businesses

How data businesses start, and how they keep going, and growing, and growing.

Jan 29, 2022 •

Minsky Moments in Venture Capital

Markets rise, and markets fall. This much, at least, is well-known. But why do market cycles occur? What causes the pendulum to swing from euphoria to…

Feb 12, 2022 •

How To Price A Data Asset

Everything you ever wanted to know about data pricing.

May 11, 2024 •

Data and Defensibility

When does data confer defensibility? Let's find out.

Apr 12 •

The Worst Outcome is a Mediocre Success

Or, how to ensure you learn absolutely nothing.

Sep 21, 2023 •

Making Markets in Time

Silicon Valley and the Invention of Temporal Arbitrage

Jan 25 •

Data in the Age of AI

We live in interesting times.

May 20, 2023 •

The Perils of Prudence

Sometimes, being prudent is the riskiest strategy of all.

Jan 21, 2023 •

Strong Opinions, Weakly Held

Or, decision-making under incomplete information.

Oct 3, 2023 •

Ahead of the (Yield) Curve

Building a high-frequency-trading system in the 1990s.

Dec 4, 2024 •

Welcome to Pivotal, a newsletter about data, investing and startups.

Jan 1, 2022 •

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