data marketplace
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 5, 2026 by Cliff Weitzman · across every show →
Everything said about data marketplace, oldest first
Sep 5, 2026 bearish
Weitzman: AI data marketplaces are high-risk because revenue is not recurring
“The first problem to understand about the data marketplace is it's not ARR, right? It's not annual recurring revenue. It's one-time deals every single time. So the buyer of the data is not required to buy it from you again. So it's a very risky business.”