Pivotal
Pivotal is a newsletter about data, investing, and startups. It has three underlying themes: the data explosion, markets in everything, and software eating the world.
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 15, 2026
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- Earliest in this view
- Aug 11, 2026
Latest issues
My Next Adventure (opens the original)
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TLDR: I’m back in the arena with a new startup; this newsletter remains unchanged; if you’re a finance professional, sign up for the waitlist!Magic Enters the WorldSomething important happened 9 months ago. LLMs have been around and rewriting people’s priors for a while now, but this was different. Talking to people in and around tech, you started hearing sentences like “this is impossible”, “I use it and I sometimes still don’t believe it”, “it’s the most fun gam
Looks, Brains, and Money (opens the original)
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This is part two of a two-part series on data quality. Part one was laying the foundation: what is data quality, and how should we think about it? And part two is the fun stuff: data quality and AI, with a focus on finance.IntroductionThe finance industry — my industry! — does not use AI enough. Outside of a few pockets of early adopters, and despite the proliferation of AI tools, we lag software, law, sales and marketing, and even education and healthcare.This essay argues that the missing ingr
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