Articles

The longer pieces

Essays and analyses that needed more room than a Friday issue of The Alternative Data Weekly. Written by industry leaders, under their own bylines. Have a piece that needs more room than a Friday issue? Get in touch.

Guest posts

Guest post October 2026

Why free, open tools are good for the data business

OpenBB just made its full product suite free and open source and handed it to a new non-profit. Why that is good news for the people who sell data and the people who buy it: when the software is free, the money is in the data.

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Guest post October 2026

What AI is doing to the data business

Seven things Daniel is seeing firsthand, from first-time data owners launching businesses to AI labs and prediction markets showing up as buyers. The value of data is moving from who owns it to what it can power.

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In house

By John Farrall. Five years of watching the data industry from the inside, every week. The site pieces run in publication order, oldest first, because each one builds on the last.

Integrity Research · September 2025

The Question Is Your Moat

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 Research

Table Stakes Data · August 2026

The month the conversation turned

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.

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Table Stakes Data · August 2026

The temperature of the conversation

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.

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Table Stakes Data · August 2026

Who shaped the conversation

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.

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Table Stakes Data · September 2026

The boring part won

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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