Company #7: Compliance-Driven Data Compounder
A One of Its Kind Data Compounder
Welcome in this seventh edition of Future Cognitive Capital.
The best newsletter to talk about future cognitive business that will represent the future of data driven compounding.
Yes, that a term I invented : Data compounder & Data Moat
Here’s the company we will going through today:
As editions go by, you get sharper on these subject an so, it become easier to understand what we are talking about and so, I can go straight to the point.
However Quantity < Quality so expect a very interesting article since we we didn’t post any new file since November 16th.
The company of today is the perfect example of misunderstanding data compounder, I have been advocating this company since months but the market got it wrong; is the perfect example of a massive proprietary data base, multimodal architecture and other interesting notions we break down here.
I am super proud of this analysis and the opportunity it represent as the company was a bit bitten down recently….
If you want more than a nice story and actually want to invest in the small group of companies building the cognitive infrastructure of the economy, this is what Future Cognitive Capital is for. Inside you get a concentrated, real-money portfolio (+350% since January 2024 with a handful of names), full 50-point FCC scores on each company, weekly Signal Updates on the AI/data/compute stack, and access to the 200-page “AI as an Investment” handbook that sits behind all of it. I cap FCC at 100 paying subscribers and raise the price as the research library grows, so if you want a seat in this lab instead of reading from the outside, you can join now.
Data As An Investment, Chapter II, out 15th of January.
Stops right here the teasing, begins right here the thesis.