When evaluating the competitive advantage of a data-based analytics business, three important questions come to mind: 1) Is the data proprietary? 2) Are the insights from the data critical? and 3) Does the data fuel a product feedback loop? Verisk began its operations in 1971 as Insurance Services Offices (ISO), a non-profit enterprise started by P&C […]
Tag Archives: Data network effects
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[scuttleslops] Cloudflare wants bots to pay; OpenAI’s ad ambitions; Memory chip competition; Muse is a proactive assistant; the Wintel of cars and robots; Atlassian as a coordinating layer
October 2, 2026
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[ROL – Rollins] The exterminator’s dilemma
October 1, 2026
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[scuttleslops] AAPL, SHOP, Databricks, Lonza
September 24, 2026
Upcoming posts (in no particular order): Rollins, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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[CoStar] Homes are different
September 21, 2026
Upcoming posts (in no particular order): Gartner, Tractor Supply, Intuitive Surgical, Rollins, Fortive, and Veralto [...]
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[scuttleslops] Chatbot advertising, AMZN, ROP, China EV’s and Humanoid Robots, APH
September 17, 2026
Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
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