Flirting with Models Angana Jacob - Data as the True Competitive Moat (S7E26)
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Feb 9, 2026 Angana Jacob, Head of Research Data at Bloomberg who builds machine-readable cross-asset data for quant strategies. She argues data — sourcing, cleaning, point-in-time accuracy, and pipelines — is the real competitive moat. The conversation covers prioritizing datasets, industrializing pipelines, aligning front-to-back systems, and building AI-ready, interoperable data stacks.
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Data Is The New Competitive Moat
- Models have largely been commoditized, so durable edge now shifts upstream into data quality and pipelines.
- Clean, point-in-time, well-modeled data enables capturing alpha that models alone no longer provide.
Doing Data Correctly Has A Higher Bar
- Doing data correctly now demands explicit point-in-time semantics, realistic transaction costs, and out-of-sample discipline.
- Modern tooling detects biases early, so surviving signals are fewer but far more resilient.
Shorten Time To Alpha With Ready Data
- Build interoperable, point-in-time data with rich metadata to shorten research-to-production cycles.
- Deliver cloud-native access, Python APIs, and consistent schemas so clients can move from idea to live faster.
