Monetary Matters with Jack Farley Investing Data is Evolving: AI, The Degenerate Economy & More | Matt Ober | Social Leverage
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Dec 30, 2025 
Matt Ober, General Partner at Social Leverage, brings a wealth of expertise as a former Chief Data Scientist at Third Point. He dives into how AI is revolutionizing data-driven investing, with insights on the commoditization of alternative datasets. The conversation highlights niche data value, the competitive landscape with AI-native startups, and the emerging 'degenerate economy' of sports and prediction markets. He also shares Social Leverage's unique seed-stage strategies and the evolution of data pricing in the venture capital world.
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Consumption-Based Data Pricing
- Data pricing will shift from fixed fees to consumption-based models as AI increases demand far beyond current volumes.
- Vendors must accept variable pricing and build meters/wallets to capture value from AI-driven consumption.
AI Erodes Incumbent Data Moats
- AI-native companies can replicate large incumbent data workflows with far fewer people using AI agents and automation.
- That dynamic erodes historical moats and forces incumbents to improve workflows or acquire nimble competitors.
Monetize Niche Data By Rolling Up
- Buy niche data companies or acquire niche assets to unlock under-monetized sources and expand distribution.
- Build serial-acquirer playbooks to productize small assets and scale revenue efficiently.