The Rundown: The Scrapers Get Caught, The Licensers Get Ahead
The dominant story today is provenance — and the industry is splitting cleanly into two camps: companies that can show…
Section
From the Editor
The Rundown: The Bill for ‘Safe’ AI Comes Due
Today's dominant theme is the ballooning legal and regulatory cost of the data underneath AI models — and my position…
Bank Beats That Don’t Pop, and the Memory-Chip Squeeze: What the Tape Wants Priced In – Data Strategy Ticker: July 14, 2026
Thesis: Today's tape is dominated by a Gulf-driven oil shock colliding with a bank-earnings season that's beating estimates but not…
The Rundown: Everyone’s Building a Toll Booth
The theme today is gatekeeping, and the gatekeepers are winning on every front except the one that actually matters. From…
The Rundown: Who Actually Owns the Data You’re Buying?
The theme today is provenance, and the market keeps flunking the test. Every story in today's wrap is really the…
Chip Supercycle, AI Capex Stress Test, and the Data That Settles Today’s Market – Data Strategy Ticker: July 10, 2026
Four storylines are doing the work in today's tape. First, the Iran ceasefire is fraying — CNBC reports 'technical talks'…
The Rundown: Everyone’s Suing OpenAI, Everyone’s Still Funding the Scrapers
Today's split screen is getting almost comedic: publishers are dragging OpenAI into sanctions territory over deleted logs, while the venture…
Hormuz Is Half-Empty: Why Ship-Tracking Data Is the Only Headline That Matters Today – Data Strategy Ticker: July 9, 2026
Four storylines are fighting for the tape today, and they all point back to data gaps rather than data clarity.…
The Rundown: Everyone’s Repricing Everything, All At Once
The theme today isn't one story, it's a pattern: every layer of the data supply chain is getting repriced simultaneously,…
When Trump Says ‘Over,’ AIS Tracks Through – Data Strategy Ticker: July 8, 2026
Three storylines are doing the work in today's tape. First, the reported collapse of the U.S.-Iran ceasefire, with Brent and…