lil-scamp's comments

lil-scamp | 6 years ago | on: Hedge funds use satellite images to beat Wall Street

Wonder what the pricing in on that location data is for financial sector customers, and if it's cheaper than a regular purchase of satellite data. It'd be interesting to compare the mobile location data to the satellite data and find the deltas— that would make it a lot easier to build efficient models w/ existing satellite if it's cheaper.

lil-scamp | 6 years ago | on: Hedge funds use satellite images to beat Wall Street

This example of counting cars has been around the geo industry forever, and satellite imagery is pretty cost prohibitive to get on a regular basis. I'd be surprised if hedge funds haven't already moved on to purchasing location-based data (ie mobile phone data) to get even more accurate counts of people in box stores.

lil-scamp | 6 years ago | on: Mary Meeker’s 2019 internet trends report [pdf]

While margins in on-demand are usually pretty slim, companies can get pretty creative about opening up revenue streams: ad-serving, corp partnerships, enterprise pricing, licensing out tech).

None of these are a silver bullet, but they open up new growth that isn't tied to the standard hockey stick growth curve people use to get funding.

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