Other People's Money with Max Wiethe From Quant to VC: Data Driven Investing in Public & Private Markets | Matt Ober | Social Leverage
Dec 30, 2025
Matt Ober, General Partner at Social Leverage and former Chief Data Scientist at Third Point, dives into the evolving data economy and the impact of AI on investment strategies. He discusses how AI is reshaping data pricing and highlights the emergence of new data sources in the so-called 'degenerate economy.' Ober compares the agility of AI-native firms with traditional incumbents and explains how Social Leverage utilizes data to enhance seed-stage investments. He also shares insights on prediction markets and the commoditization of alternative data.
AI Snips
Chapters
Transcript
Episode notes
Consumption-Based Data Pricing Shift
- Data pricing will shift from fixed fees to consumption-based models as AI drives massive data usage.
- Vendors must accept lower per-unit prices while capturing value via higher volume and demand-driven billing.
Use AI To Replace Manual Data Workflows
- Build AI-native workflows to replicate expensive manual data collection and gain cost and speed advantages.
- Compete with incumbents by automating collection, cleaning, and aggregation using AI agents.
Niche Data Scales Through Rollups
- Niche, under-monetized data assets are highly valuable because buyers often overlook distribution and go-to-market.
- Successful data companies tend to grow by serial acquisitions of many small vertical assets.