why aren't all 12 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 0 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Disclosure
Walle: Unacast rejects location data requests for political campaigns
“And we have, ah, we have kind of a lot of cases that we don't do. For instance, political campaigns.”
Insight
Walle: Location data is not mature enough to predict corporate quarterly earnings
“So to put it this way, we, I don't think we are ready yet or anyone are ready yet to sell to hedge, hedge funds that want to use this data to predict quarterly earnings for stock listed companies. But if you want to understand retail analytics and real estate,…”
Opinion
Walle: Real estate investors spend very little time analyzing property data
“Like real estate investors, they spend very little time, ah, really digging into, should I invest in this property or that property?”
Disclosure
Walle: Unacast's anonymized dataset covers roughly 10% of the US population
“So we spent like four years in building up a data set to, yeah, roughly 10% of the U.S. Population, so it's an anonymized data set, and that's the basis of all the insights that we can build.”
Assertion Not checkable as stated
Walle: Mobile location data is highly inaccurate compared to CRM data
“So it's a very inaccurate location data, data set in comparison to other data sets that, that we are used with like online data, CRM data, transaction data, which actually tells a very, very precise story.”
Disclosure
Walle: Unacast entered Europe during GDPR rollout while others fled
“We went into Europe when everybody fled Europe because we wanted to be GDPR compliant, and we have figured out a way to maneuver that space.”
Assertion Not checkable as stated
Walle: No current location tech can accurately scale vertical floor tracking
“We can't. No, it's, there's no technology today that's sufficiently accurate and scalable to understand yeah, what floors you are in certain buildings.”
Assertion Not checkable as stated
Walle: Location data for 100,000 users costs $400 to $500
“I would say there's like the market for buying that kind of data today is for a 100,000 four or 500 dollars. Yeah. So you usually kind of acquire that, that data on a CPM level. So you kind of buy, you pay four or five dollars, sometimes two dollars, sometimes…”
Assertion Supported
Walle notes 9,000 U.S. retail stores closed in 2019, a record high
“9000 stores have been closed in the U.S. As of today, it's the highest number ever”
Assertion Contradicted
Walle: Unacast location data is used during California wildfires to track evacuations
“Our data is being used to understand are people like trapped inside certain places because we can deliver data pretty real in real time, but also when people evacuate.”
Disclosure
Unacast has raised $30 million with engineering team in Oslo
“Roughly 40 people in Norway and Oslo, so our engineering and data scientist team is based out of Oslo, and we raised thirty million to date”
Disclosure
Thomas Walle was part of Tidal founding team before Jay-Z acquisition
“Prior to Unicast, I was a part of the founding team at Tidal, which you might be familiar with. It was acquired by Jay-Z, the rapper. So the company wasn't started in the U.S. It was started out of Norway, next to Spotify.”