Hedge funds have a constant, daily need to make informed buy, sell, or hold decisions, creating a clear business problem that data solves. Corporations often lack this frequent, high-stakes decision-making cycle, making the value proposition of external data less immediate and harder to justify.
Prediction markets are not just for betting. They are becoming a valuable source of predictive data for enterprises, as shown by new partnerships with media giants like CNN and CNBC. This dual-purpose model, functioning as both a consumer product and a B2B data service, creates two distinct revenue streams.
Vested's investment model gains an edge from proprietary data on employee sentiment and behavior. Signals like unsolicited negative comments, willingness to counter on price, or selling more shares than necessary provide unique insights into a company's health that traditional financial analysis lacks, forming a data moat.
Data governance is often seen as a cost center. Reframe it as an enabler of revenue by showing how trusted, standardized data reduces the "idea to insight" cycle. This allows executives to make faster, more confident decisions that drive growth and secure buy-in.
C-suites are more motivated to adopt AI for revenue-generating "front office" activities (like investment analysis) than for cost-saving "back office" automation. The direct, tangible impact on making more money overcomes the organizational inertia that often stalls efficiency-focused technology deployments.
For years, access to compute was the primary bottleneck in AI development. Now, as public web data is largely exhausted, the limiting factor is access to high-quality, proprietary data from enterprises and human experts. This shifts the focus from building massive infrastructure to forming data partnerships and expertise.
Small firms can outmaneuver large corporations in the AI era by embracing rapid, low-cost experimentation. While enterprises spend millions on specialized PhDs for single use cases, agile companies constantly test new models, learn from failures, and deploy what works to dominate their market.
While companies are curious about competitors, this data rarely leads to an immediate, concrete business decision that directly impacts revenue. This lack of actionability makes it a 'nice-to-have' with low willingness to pay, resulting in a challenging market with high churn.
The primary reason multi-million dollar AI initiatives stall or fail is not the sophistication of the models, but the underlying data layer. Traditional data infrastructure creates delays in moving and duplicating information, preventing the real-time, comprehensive data access required for AI to deliver business value. The focus on algorithms misses this foundational roadblock.
Instead of starting with available data, marketers should first identify and rank key business decisions by their potential financial impact. This decision-first approach ensures data collection and analysis efforts are focused on what truly drives business value, preventing 'analysis paralysis' and resource waste.
MDT deliberately avoids competing on acquiring novel, expensive datasets (informational edge). Instead, they focus on their analytical edge: applying sophisticated machine learning tools to long-history, high-quality standard datasets like financials and prices to find differentiated insights.