The Terminalist @TheTerminalist
A study into Bloomberg, its peers and financial markets data, infrastructure and technology theterminalist.substack.com UK Joined September 2024-
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Much to unpack here on implications. B2C a lot less immune to the shock of AI-native apps that win on distribution and on function. B2B will be cracked the same way, albeit much slower. But if you can fund the later with the former, you may just have staying power...
Much to unpack here on implications. B2C a lot less immune to the shock of AI-native apps that win on distribution and on function. B2B will be cracked the same way, albeit much slower. But if you can fund the later with the former, you may just have staying power...
A brutal analysis of the @Refinitiv @LSEGplc deal
A brutal analysis of the @Refinitiv @LSEGplc deal
This one took many late nights, as you'll see with the number of footnotes. But hopefully the lessons cut deep and are worth learning. I hope you enjoy my next post!!
Took 50,000 words across six posts to finally get a like from @MarcRuby. Need to set the bar higher as he does. I've been a paid sub of NetInterest for a long time, which continues to be a source of inspiration. Must read for any student of financial markets!
Si... The second order effects are just beginning to be understood
Si... The second order effects are just beginning to be understood
FinChat is now Fiscal .ai — Announcing our $10M Series A and Rebrand Today we begin writing the next chapter of our Company. We have officially rebranded to Fiscal .ai to build the future of financial data and AI. With this, we are excited to announce our $10M USD Series A…
Check out my next post. A historical detour, and the first of a series that aims to explore how we arrived at modern day market structure and the timeless lessons they hold for modern architects. Link in the comments
Oh boy, time to do a follow up on that original BBG post. LSEG is going to have to wait. What should I cover to give the most comprehensive follow up to the first article. What hasn't it answered?
Mark this moment. The market is yet to index to collabs that break all historical assumptions.
Mark this moment. The market is yet to index to collabs that break all historical assumptions.
Terrible week in the markets for an investor, but we have something to look forward to. The era of Post-Terminalism promises a new way to engage with financial information and it's getting here mighty quick. My next deep-dive is out, and looks into the heart of alpha creation,…
Dropping tomorrow...your weekend read to distract you from the market meltdown. A deep dive into the dawn of Post-Terminalism. My thanks to @didier_lopes for some thoughtful feedback and support.
Dropping tomorrow...your weekend read to distract you from the market meltdown. A deep dive into the dawn of Post-Terminalism. My thanks to @didier_lopes for some thoughtful feedback and support.
And it's out. Hope you enjoy the brevity of my next post. theterminalist.substack.com/p/10000x-bloom…
@TheTerminalist absolute banger
The @TheTerminalist is out with another banger on Substack. The pseudonymous author dropped their third big analysis of the economics of organizing and selling finanical data. It covers players such as @Bloomberg , @FactSet , @MSCI_Inc Inc., @MorningstarInc , ICE and the…
Why has every financial data company outperformed the S&P500 any way you look at it? Since IPO. Since GFC. Internationally, domestically. My next post digs into how financial data accrues structural advantages that generate high quality revenues. Billions of it. Out tomorrow.
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