Mar 2, 2018 · 24m · mad

Every Business Will Need a Data Refinery // Mark Johnson, Descartes Labs (FirstMark's Data Driven)

Mark Johnson · 17m spoken Matt Turck · 1m spoken Grant Case · 28s spoken
0:00 / 0:00
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gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions

In this DataDrivenNYC presentation and fireside chat, Descartes Labs Founder & CEO Mark Johnson explains how machine intelligence acts as a refinery for massive real-world sensor and satellite data. He details how transforming raw geospatial feeds into predictive planetary models creates competitive flywheels across physical industries like agriculture and logistics.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Matt holds 5.4% of the talking time here. How this is scored →

Matt as informed peer 0.9 Guest teaching 1.3 Guest disagreement 0.1 Matt pushing back 0.6
05100:0010:0020:000:08–3:39 · Matt as informed peer 0/10 Mark Johnson's Background and Technological Revolutions This segment is a presentation monologue by Mark Johnson detailing his background and introducing the data refinery concept. The host is not involved, requiring 0s for host metrics.3:39–7:40 · Matt as informed peer 0/10 The Data Refinery Metaphor and Digital-First Companies Mark continues his keynote monologue on how tech giants like Google and Facebook operate as data refineries to create flywheels. The host does not speak in this segment.7:40–9:51 · Matt as informed peer 0/10 Physical World Sensors and Satellite Technology Mark delivers a monologue explaining physical world sensors and micro-satellite cost reductions. The host remains silent throughout the presentation.9:51–12:35 · Matt as informed peer 0/10 Descartes Labs Geospatial Platform and Supply Chains Mark completes his monologue presentation by outlining Descartes Labs' platform and agricultural supply chain models. Host is inactive.12:35–16:19 · Matt as informed peer 4/10 Transition to Stage Fireside Chat Matt Turck joins the stage and asks targeted questions about how data flywheels apply to physical models and probes sensitive customer data privacy issues. Mark explains how customer data isolation and public satellite feeds like Landsat work.16:19–18:45 · Matt as informed peer 1/10 Audience Q&A: Global Ship Tracking and Ag Equipment Matt moderates Q&A while audience members ask about ship tracking data and John Deere equipment sensors. Mark provides collaborative, informative answers.18:45–22:06 · Matt as informed peer 1/10 Audience Q&A: Raw Imagery Pipeline vs. Models and Satellite Declassification Audience members ask about raw imagery pipelines and national security concerns. Mark provides historical context on commercial satellite declassification since the 1990s.22:06–24:15 · Matt as informed peer 1/10 Audience Q&A: Ground Truth Data and Event Conclusion Mark answers an audience question about ground truth data and USDA crop prediction accuracy before Matt Turck concludes the session.0:08–3:39 · Guest teaching 0/10 Mark Johnson's Background and Technological Revolutions This segment is a presentation monologue by Mark Johnson detailing his background and introducing the data refinery concept. The host is not involved, requiring 0s for host metrics.3:39–7:40 · Guest teaching 0/10 The Data Refinery Metaphor and Digital-First Companies Mark continues his keynote monologue on how tech giants like Google and Facebook operate as data refineries to create flywheels. The host does not speak in this segment.7:40–9:51 · Guest teaching 0/10 Physical World Sensors and Satellite Technology Mark delivers a monologue explaining physical world sensors and micro-satellite cost reductions. The host remains silent throughout the presentation.9:51–12:35 · Guest teaching 0/10 Descartes Labs Geospatial Platform and Supply Chains Mark completes his monologue presentation by outlining Descartes Labs' platform and agricultural supply chain models. Host is inactive.12:35–16:19 · Guest teaching 3/10 Transition to Stage Fireside Chat Matt Turck joins the stage and asks targeted questions about how data flywheels apply to physical models and probes sensitive customer data privacy issues. Mark explains how customer data isolation and public satellite feeds like Landsat work.16:19–18:45 · Guest teaching 2/10 Audience Q&A: Global Ship Tracking and Ag Equipment Matt moderates Q&A while audience members ask about ship tracking data and John Deere equipment sensors. Mark provides collaborative, informative answers.18:45–22:06 · Guest teaching 3/10 Audience Q&A: Raw Imagery Pipeline vs. Models and Satellite Declassification Audience members ask about raw imagery pipelines and national security concerns. Mark provides historical context on commercial satellite declassification since the 1990s.22:06–24:15 · Guest teaching 2/10 Audience Q&A: Ground Truth Data and Event Conclusion Mark answers an audience question about ground truth data and USDA crop prediction accuracy before Matt Turck concludes the session.0:08–3:39 · Guest disagreement 0/10 Mark Johnson's Background and Technological Revolutions This segment is a presentation monologue by Mark Johnson detailing his background and introducing the data refinery concept. The host is not involved, requiring 0s for host metrics.3:39–7:40 · Guest disagreement 0/10 The Data Refinery Metaphor and Digital-First Companies Mark continues his keynote monologue on how tech giants like Google and Facebook operate as data refineries to create flywheels. The host does not speak in this segment.7:40–9:51 · Guest disagreement 0/10 Physical World Sensors and Satellite Technology Mark delivers a monologue explaining physical world sensors and micro-satellite cost reductions. The host remains silent throughout the presentation.9:51–12:35 · Guest disagreement 0/10 Descartes Labs Geospatial Platform and Supply Chains Mark completes his monologue presentation by outlining Descartes Labs' platform and agricultural supply chain models. Host is inactive.12:35–16:19 · Guest disagreement 1/10 Transition to Stage Fireside Chat Matt Turck joins the stage and asks targeted questions about how data flywheels apply to physical models and probes sensitive customer data privacy issues. Mark explains how customer data isolation and public satellite feeds like Landsat work.16:19–18:45 · Guest disagreement 0/10 Audience Q&A: Global Ship Tracking and Ag Equipment Matt moderates Q&A while audience members ask about ship tracking data and John Deere equipment sensors. Mark provides collaborative, informative answers.18:45–22:06 · Guest disagreement 0/10 Audience Q&A: Raw Imagery Pipeline vs. Models and Satellite Declassification Audience members ask about raw imagery pipelines and national security concerns. Mark provides historical context on commercial satellite declassification since the 1990s.22:06–24:15 · Guest disagreement 0/10 Audience Q&A: Ground Truth Data and Event Conclusion Mark answers an audience question about ground truth data and USDA crop prediction accuracy before Matt Turck concludes the session.0:08–3:39 · Matt pushing back 0/10 Mark Johnson's Background and Technological Revolutions This segment is a presentation monologue by Mark Johnson detailing his background and introducing the data refinery concept. The host is not involved, requiring 0s for host metrics.3:39–7:40 · Matt pushing back 0/10 The Data Refinery Metaphor and Digital-First Companies Mark continues his keynote monologue on how tech giants like Google and Facebook operate as data refineries to create flywheels. The host does not speak in this segment.7:40–9:51 · Matt pushing back 0/10 Physical World Sensors and Satellite Technology Mark delivers a monologue explaining physical world sensors and micro-satellite cost reductions. The host remains silent throughout the presentation.9:51–12:35 · Matt pushing back 0/10 Descartes Labs Geospatial Platform and Supply Chains Mark completes his monologue presentation by outlining Descartes Labs' platform and agricultural supply chain models. Host is inactive.12:35–16:19 · Matt pushing back 4/10 Transition to Stage Fireside Chat Matt Turck joins the stage and asks targeted questions about how data flywheels apply to physical models and probes sensitive customer data privacy issues. Mark explains how customer data isolation and public satellite feeds like Landsat work.16:19–18:45 · Matt pushing back 1/10 Audience Q&A: Global Ship Tracking and Ag Equipment Matt moderates Q&A while audience members ask about ship tracking data and John Deere equipment sensors. Mark provides collaborative, informative answers.18:45–22:06 · Matt pushing back 0/10 Audience Q&A: Raw Imagery Pipeline vs. Models and Satellite Declassification Audience members ask about raw imagery pipelines and national security concerns. Mark provides historical context on commercial satellite declassification since the 1990s.22:06–24:15 · Matt pushing back 0/10 Audience Q&A: Ground Truth Data and Event Conclusion Mark answers an audience question about ground truth data and USDA crop prediction accuracy before Matt Turck concludes the session.

speaking balance: gold is Matt, purple is the guest (3 minute bins)

0:00 · Matt 0% · guest 100%0:00 · Matt 0% · guest 100%3:00 · Matt 0% · guest 100%3:00 · Matt 0% · guest 100%6:00 · Matt 0% · guest 100%6:00 · Matt 0% · guest 100%9:00 · Matt 0% · guest 100%9:00 · Matt 0% · guest 100%12:00 · Matt 30.4% · guest 69.6%12:00 · Matt 30.4% · guest 69.6%15:00 · Matt 10.9% · guest 89.1%15:00 · Matt 10.9% · guest 89.1%18:00 · Matt 0.3% · guest 99.7%18:00 · Matt 0.3% · guest 99.7%21:00 · Matt 2.4% · guest 97.6%21:00 · Matt 2.4% · guest 97.6%24:00 · Matt 9.5% · guest 90.5%24:00 · Matt 9.5% · guest 90.5%
Sharpest disagreement ▶ 14:10 Reframing customer proprietary data limits

In a very low-conflict talk, Mark offers a gentle reframe against the host's expectation of data sharing, pointing out that companies treat data as strictly proprietary and let it collect dust.

Hardest push from Matt ▶ 13:42 Host presses on customer data sharing consent

Matt presses Mark on sensitive client privacy practices, asking directly whether Descartes Labs uses customer data to train broader models and whether customers are actually okay with that.

Biggest teaching moment ▶ 20:50 Satellite declassification history lesson

Mark educates an audience member on national security rules, explaining that satellite imagery was declassified back in the 1990s and outlining how modern space 2.0 companies operate.

Matt holds his own ▶ 12:43 Host framing algorithmic flywheel mechanics

Matt demonstrates clear grasp of machine learning flywheels by prompting Mark to connect abstract data flywheel principles to their specific agricultural corn model.

the scores for every segment, with the reasoning behind each
ChapterTopicMatt as informed peerGuest teachingGuest disagreementMatt pushing backWhy
Mark Johnson's Background and Technological Revolutions 0000 This segment is a presentation monologue by Mark Johnson detailing his background and introducing the data refinery concept. The host is not involved, requiring 0s for host metrics.
The Data Refinery Metaphor and Digital-First Companies 0000 Mark continues his keynote monologue on how tech giants like Google and Facebook operate as data refineries to create flywheels. The host does not speak in this segment.
Physical World Sensors and Satellite Technology 0000 Mark delivers a monologue explaining physical world sensors and micro-satellite cost reductions. The host remains silent throughout the presentation.
Descartes Labs Geospatial Platform and Supply Chains 0000 Mark completes his monologue presentation by outlining Descartes Labs' platform and agricultural supply chain models. Host is inactive.
Transition to Stage Fireside Chat 4314 Matt Turck joins the stage and asks targeted questions about how data flywheels apply to physical models and probes sensitive customer data privacy issues. Mark explains how customer data isolation and public satellite feeds like Landsat work.
Audience Q&A: Global Ship Tracking and Ag Equipment 1201 Matt moderates Q&A while audience members ask about ship tracking data and John Deere equipment sensors. Mark provides collaborative, informative answers.
Audience Q&A: Raw Imagery Pipeline vs. Models and Satellite Declassification 1300 Audience members ask about raw imagery pipelines and national security concerns. Mark provides historical context on commercial satellite declassification since the 1990s.
Audience Q&A: Ground Truth Data and Event Conclusion 1200 Mark answers an audience question about ground truth data and USDA crop prediction accuracy before Matt Turck concludes the session.

Statements from this episode (11)

Prediction Not checkable as stated
Johnson: Every business will need a data refinery
“Every business is going to need a data refinery.”
Mark Johnson Mar 2, 2018 ▶ 0:53
Opinion
Johnson: Twitter holds an incredibly valuable but underutilized dataset
“I think Twitter is a great example where it's not that they're not doing nothing, they're not doing, they're doing some things with the data, it's just they could do a lot more. I think it's one of the most valuable data sets on the planet, but one would think…”
Mark Johnson Mar 2, 2018 ▶ 6:55
Prediction Held up
Johnson: $1 billion will flow into satellite infrastructure over coming years
“It turns out there is a billion dollars of investment going into satellites over the next few years.”
Mark Johnson Mar 2, 2018 ▶ 8:46
Assertion Not checkable as stated
Descartes Labs maintains a 10-petabyte data archive
“And we have over 10 petabytes of data in the archive.”
Mark Johnson Mar 2, 2018 ▶ 10:34
Disclosure
Cargill is an investor and client of Descartes Labs
“And, you know, Cargill now is an investor and a client.”
Mark Johnson Mar 2, 2018 ▶ 11:36
Prediction Not checkable as stated
Johnson: Corporate data hoarding will diminish over the next decade
“So I think for right now most companies are going to keep their data incredibly proprietary. But I expect that to change maybe, maybe not in the next year, but certainly in the next five to 10 years.”
Mark Johnson Mar 2, 2018 ▶ 14:43
Prediction Not checkable as stated
Descartes Labs expects daily data ingestion to exceed 100 terabytes
“Now, recently we're putting a lot of proprietary data sets on the system also that's why we'll go from 15 terabytes a day this year to a lot more. Probably over, well over a hundred.”
Mark Johnson Mar 2, 2018 ▶ 15:59
Opinion
Johnson: Field-level yield is the most valuable dataset in agriculture
“When I think about the most valuable data sets you could possibly have for agriculture it's field level yield. That is, how many bushels per acre are coming out of this field?”
Mark Johnson Mar 2, 2018 ▶ 18:01
Assertion Supported
Johnson: DigitalGlobe still derives most of its revenue from governments
“A company like Digital Globe, most of their revenue still comes from governments.”
Mark Johnson Mar 2, 2018 ▶ 21:14
Disclosure
Space 2.0 startups are betting on commercial clients over government revenue
“If you look at the new crop of space two dot O companies, Descartes Labs, Planet, Spire companies like this, we're all betting on commercial.”
Mark Johnson Mar 2, 2018 ▶ 21:21
Assertion Supported
USDA corn production estimates achieve under 1% error by season end
“By the end of the season, they're less than one percent error of the total production in the United States”
Mark Johnson Mar 2, 2018 ▶ 23:38
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