Matt Ober

speaker
205 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

Matt Ober’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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I think always like the niche data sets are probably easier to uh have a moat in than the you know, the more generic stuff.
So the
I mean, I think you need some sort of research management system.
You know, in the venture world, it's probably done like with your CRM with like an Affinity or even Carta has a CRM.
And you know, in the hedge fund public market space, these research management systems have been around a long time, Tamali, BipSync, Verity.
But it's the place that you capture your own internal research, right?
Your own models.
Like imagine being a hedge fund, you know, like that I worked at and third points there in 20 years.
Like being able
to understand why did they make an in why did they go activist on Yahoo or on Nestle and what were the you know what were the metrics, what was the build up, what was the positioning, and then training AI to constantly be scanning the markets and then say, hey, based off of this, you know, now sent by XYZ company, this is a very similar setup to what you did previously.
There's a great opportunity for all these levers that you pulled to do it again, or maybe it's the same company, right?
And it's back to having
the issues that you found earlier.
I think it's your own data mode that can't be replicated.
Right.
And I think like the m quicker you can organize that and store it and make it accessible to leverage new technologies like AI like we have, like the more uh you know, more valuable your firm's gonna be.
You know, I think Facet and S P have their own versions now, but you know, obviously that comes with being part of a larger ecosystem of data.
Awesome.
Okay.
Perfect.
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