Credit Card Data

topic on 2 shows · 2 statements across 2 episodes

the MAD Podcast the a16z Podcast

2 statements about Credit Card Data, every show

a16z Assertion Supported
Caldbeck: Credit card data shows merchant total sales, not SKU-level purchases
“The problem with credit card data is it can tell you what the retailer is selling, not what was bought at the retailer. So I can see what Nordstrom.com sales were last month. I can't see what pairs of jeans were bought there.”
Ryan Caldbeck Feb 26, 2019 ▶ 10:45 a16z Podcast | Who's Down with CPG, DTC? (And Micro-Brands Too?)
MAD Insight
Ober: Shared alternative datasets increase stock volatility around corporate earnings
“Yeah, I think it brings more volatility into, you know, events, earnings, especially for firms that are trading around these events, where everybody's looking at the same credit card data.”
Matt Ober Feb 25, 2019 ▶ 7:29 Fireside Chat: Matt Ober, Chief Data Scientist at Third Point (FirstMark's Data Driven NYC)

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