Articles
Essays and analyses that needed more room than a Friday issue. Some live on this site, some ran elsewhere. All of them come out of the same seat: five years of watching the data industry from the inside, every week.
Integrity Research · September 2025
Three eras of edge in investment research. Access won before 2000. Synthesis won for the twenty-five years after. AI is absorbing synthesis now, and what is left to defend is the question itself: domain expertise expressed as better, faster, sharper questions.
Read at Integrity ResearchTable Stakes Data · August 2026
Five years of the newsletter, measured. AI overtook alternative data in July 2023, seven months after ChatGPT launched. Coverage of data monetization did not move at all. The selling never changed, the buyer did.
Read the pieceTable Stakes Data · August 2026
Six years of AI coverage, scored by hand for warmth rather than counted for volume. The enthusiasm cooled two years before the volume did. The sequel to the piece above, drawn from the same index.
Read the pieceTable Stakes Data · August 2026
The people behind five years of citations. Almost nobody at the top of the 2021 list is at the top of it now. Who stayed, who arrived, and what the churn says about where the industry's center of gravity moved.
Read the pieceTable Stakes Data · September 2026
The optimistic reading of the same six years. Governance, quality and engineering are the topics that grew, the core business of selling data never wobbled, and the field grew its own writers. The word "alternative" is fading because the work became normal.
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