If all you knew about Dun & Bradstreet was that it sold mission critical data on more than 520mn companies, that all this data was linked to its widely referenced proprietary identifier, that 96% of its customers retained every year and were mostly monetized through high margin subscriptions, you might be tempted to comp to […]
Category Archives: [DNB] Dun & Bradstreet
[RYAN] Ryan Specialty
[RYAN] Ryan Specialty – the middlemen have middlemen
This is a companion piece to the Kinsale writeup from a few weeks ago, where [...]
Continue reading →[MCO] Moody's Corp
S&P, Moody’s, and the limits of AI disruption: Part 2
I briefly discussed credit ratings in my S&P write-up. It’s a great business, we all [...]
Continue reading →[WIX] Wix.com
[scuttlebit] Wix at the AI Crossroads
What are scuttlebits? Wix was conceived to democratize the creation of websites at a time [...]
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Continue reading →[SPGI] S&P Global
S&P, Moody’s, and the limits of AI disruption: Part 1
(Part 1 concerns S&P Global; Part 2 will be published next week and discusses Moody’s) [...]
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Continue reading →[VEEV] Veeva Systems
Veeva, AI, and regulated workflows
I recently recorded my annual podcast interview with @LibertyRPF, where I offer some thoughts on [...]
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