DATA

Don't trust narratives. Trust financial statements. The numbers don't lie — people do.

Data is the new oil is a terrible analogy. Oil is valuable because it's scarce. Data is valuable because it's abundant.

Every company is becoming a data company whether they like it or not. We just make it less painful.

The lakehouse is not about combining two things. It's about eliminating the need to choose between them in the first place.

Data sharing between organizations will be bigger than data warehousing itself. We're building the connective tissue of the data economy.

The data warehouse is dead. Long live the Data Cloud.

Spotify Wrapped is the most effective marketing campaign in tech and we didn't even plan it that way. People just love sharing their data when you make it feel personal.

We launched corporate cards because we realized our payroll system already knew every employee and their spending policies. The data was already there — we just built a card.

Every contract that flows through our platform makes our benchmarks smarter. We get better at negotiating every day because our data grows every day.

The average company overpays for software by 23%. Not because they're dumb — because they don't know what fair market price looks like. Now they do.

We have 265 million reviews. That's not a dataset — that's the collective dining, shopping, and service experience of an entire country. Nobody else has that depth for local businesses.

The more data we have, the more we can understand about disease. It's that simple.

India has 70 million credit card users. Only 30 million pay on time. We have 22 million of those 30 million. That's not a user base. That's a financial elite database.

Our customers sleep 32 minutes more per night on average. That's four hours per week. 200 hours per year. We're literally giving people more life.

A banana spikes my blood sugar more than ice cream does. That sounds insane until you wear a CGM and see the data yourself. Everyone's body responds differently. Levels shows you your response.

I was an engineer at SpaceX, in the best shape of my life, and my blood sugar was pre-diabetic. A continuous glucose monitor showed me what my food was actually doing to my body. That experience created Levels.

AI is only as good as its training data. Everyone obsesses over the model. We obsess over the data that feeds it. Scale provides the labeled data for OpenAI, Meta, the US military — all of them.

We test designs with batches of 100 units. If it sells, we make 1,000. If it doesn't, we stop. Zero inventory risk. Traditional retailers order 10,000 units and pray. We use data. They use hope.

I was an IBM consultant who collected sneakers. I started a blog called Campless that tracked resale prices. That blog became the data engine behind StockX. Never underestimate a side project.

Doctors are making life-and-death decisions with incomplete data every single day. Tempus gives them the full picture — genomics, imaging, clinical history — so the decision is informed, not intuitive.

We've built the world's largest library of clinical and molecular data in oncology. Genomic sequencing, pathology, imaging, clinical records — all connected. That data set doesn't exist anywhere else.

The advantage xAI has is real-time data from X. Every other AI company trains on old internet data. We have the live conversation of humanity flowing through our servers right now.

Every DeFi protocol that gets hacked because of a price oracle manipulation validates what we've been saying for years: data quality isn't optional. It's the foundation of everything.

Every vehicle, every piece of equipment, every facility — they all generate data. Most companies are ignoring 99% of it. We capture it all.

Farmers use our data to see which fields need water. Insurers use it to assess flood damage. Intelligence agencies use it to track military movements. Same data, different questions.

Data is the most powerful force in business. The person with the best data makes the best decisions. That is not an opinion — it is math.

Every mile we drive teaches our system something new. We have driven more autonomous miles than every competitor combined. That data advantage compounds.

We process trillions of security events per week. That is not a marketing number — that is the data advantage that lets us stop attacks nobody else can see.

Everyone thinks real estate is about houses. It is about information. Whoever controls the information controls the market.

If the data says stop, stop. We killed iBuying because the data told us to, not because we wanted to.

Real estate data should be free. The agents and the MLS had been hoarding it for decades. We liberated it.

The same analytical rigor that made me successful in energy trading can fix broken systems. Data does not care about politics.

Diverse teams make better financial decisions. This isn't a belief — it's what the data shows.

I test every strategy against the data before putting a dollar behind it. If it doesn't work across 80 years, I don't use it.

Investors are their own worst enemies. The data says one thing. They do the opposite.

Follow the data, not the narrative. Wall Street loves scary stories. The data usually says otherwise.

When everyone is panicking, look at what the data actually says. Usually it says buy.

The burden of proof should be on the bears, not the bulls. History says so.

AI can underwrite insurance better than humans. We just have to prove it with the numbers.

The companies that win are the ones that understand their users best. We make that understanding possible.

Every click, scroll, and decision a user makes tells a story. Amplitude reads that story.

If you measure people operations with the same rigor as financial operations, companies perform better. The data proves it.

Data at rest is history. Data in motion is opportunity. Confluent powers data in motion.

Your phone already knows how you drive. We just use that data to give you a fair price.

Traditional insurers price on who you are. We price on how you drive. One of those is fair.

Insurance is about pricing risk correctly. Better data means better pricing. Better pricing means better business.

We've read more DNA than all other technologies combined. That data is priceless.

Machine learning scores every deal on 200 variables. We know more about a building than its owner does.

Maritime, weather, aviation. Three markets, one constellation. That's the beauty of space data.

When the on-chain data says accumulation and the price says panic — buy. The data is smarter than the crowd.

The blockchain is a public ledger. Every transaction is visible. Why was nobody using this data? That's the question that started everything.

Before on-chain analytics, Bitcoin analysis was just astrology with candlestick charts. We brought actual data.

The data will tell you things that no analyst, no matter how brilliant, could ever figure out by reading annual reports.

A database of 14 million genomes is the most valuable asset in medicine. The question is how we use it responsibly.

Data is the new oil, but only if you have the technology to refine it.

At Amazon in 1996, I helped build the recommendation engine. Turns out, recommending stocks is not that different from recommending books.

Data doesn’t care about tradition. The Red Sox won because we trusted the numbers, not the old way of doing things.

At Google, I learned to think in data. At Redpoint, I learned to act on conviction. Theory combines both.

AI will change everything about software, but the companies that win will be the ones with proprietary data, not proprietary models.

Looker saw that every company would need a data layer before data became a buzzword. That’s the kind of timing I look for.

The Bessemer Cloud Index wasn’t just an index. It was a statement: cloud is a real category, and here’s the data to prove it.

Data-driven recruiting does not mean drowning in dashboards. It means knowing exactly where your pipeline breaks and fixing it before you lose candidates.

Telematics data lets us price risk based on how you actually drive, not based on your age and postcode. That is fairer for everyone.

Construction is a $10 trillion industry running on spreadsheets and gut feelings. That's insane.

We've captured over 10 billion square feet of construction. That's the largest visual dataset of the built world.

Fixed routes are our unfair advantage. Our trucks drive the same roads every day. The more they drive, the better they get.

Every pixel on our site has been A/B tested thousands of times. We don't guess. We measure. That obsession with conversion is why we win.

Our network covers 200 million acres of farmland. That's more data on what actually works in the field than any seed company has ever shared.

Farmers irrigate on schedules, not data. They fertilize based on last year, not this year. It's like prescribing medication without a blood test.

I tested 41 shades of blue. People thought I was crazy. We saw a measurable improvement in engagement.

The data is the answer. If you don't have data, you have opinions. I prefer data.

The data was there for everyone to see. Nobody bothered to look at it.

Data is the moat. Every customer interaction makes the algorithm smarter. You cannot replicate years of data overnight.

The check-in was never the point. The point was understanding where people go and why — and turning that into something useful.

The business of investment management is the business of data management.

This open data has the potential to commoditize the data silos most tech companies like Google, Facebook, Uber, LinkedIn, and Amazon are built on and extract rent from.

AIs are only as good as the data they are trained on.