On the TechTO stage ×1
First seen on the TechTO stage in 2017. Every talk is searchable — ask the archive about Carrie ↗
In their words
so there's always an edge to be found, but if it is a real edge it will eventually diffuse so completely that it provides an advantage to no one — however, by the time that happens, everyone has to have it
alternative data is information that has not previously been used in the capital markets industry but is nonetheless very, very valuable to investors
when you buy a book from Amazon, who knows about that purchase? You know about that purchase, Amazon knows about it, your credit card company knows about it, the GPS unit in the truck that delivers the book knows about it, the satellites watching the GPS unit know about it
Around the web ×2
Quick answers
Who is Carrie Shaw?
A tech marketing and product executive. She was CMO of Quandl through its Nasdaq acquisition, then CMO and later CEO of CRM company Copper. Earlier she was a lead product manager at Microsoft and director of marketing at Rogers Ventures.
What did Carrie Shaw talk about at TechTO?
How alternative data is redefining capital markets, at FintechTO in August 2017. Her thesis: alpha is a zero-sum game, every edge eventually diffuses until it is table stakes, and the current edge comes from data nobody has used for investing yet.
How did alternative data change Quandl's business?
Shaw said on the TechTO stage in August 2017 that in the first quarter Quandl sold alternative data on its platform, revenue rose 900%, and that only one in ten datasets it assessed made it onto the platform. Stage figures, dated.