Incremental Insights #85
The best of what I read, listened to, and watched during the week
Gas Fired Intelligence
The AI boom could upend 20 years of natural gas market assumptions. With data centers and LNG both demanding massive supply growth, but US production hitting hard limits, something has to give.
How the Merrill Lynch Deal Made Bloomberg
Strategic partnerships can transform startups, but they carry hidden risks. Bloomberg’s 1983 deal with Merrill Lynch shows how early vendor relationships can shift power dynamics. Is Goldman’s deal with Anthropic another one of those transformational partnerships?
AI Threatens a Wall Street Cash Cow: Financial and Legal Data
Proprietary data was supposed to be an unbeatable moat for financial firms. But then AI showed up.