Matt WamplerCEO & Co-Founder, ClearCOGS · CEO & Co-Founder, ClearCOGS 🔪

Commoditizing Event Data is Only Phase 1

3 Sept 2025 · 1 min

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In this brief talk, the speaker argues that the next wave of AI will be verticalized—AI systems must be specialized for specific domains. While raw event data will become a commodity within the next five to ten years, the true value lies in the infrastructure that extracts insight from that data. The speaker positions this commoditization as merely Phase 1 of their business. The core, revenue‑generating asset will be proprietary AI models trained on a decade‑plus of historical event data (10‑15 years), a dataset unavailable to generic large language models. Consequently, any future LLM that can match this capability will likely be powered by these specialized models.

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Verticalized AI is absolutely coming because you got to be specialized in the area you are. And so how can we leverage it to make us faster and smarter? Because the value is not so much in the event itself, it's the infrastructure you build to extract value from it. So there will come a time potentially in the next 5 to 10 years where event data is commoditized, but that's phase 1 of our business. The biggest part of our business and where the money is, is the models that help to power this that are built on 10 to 15 years of event data, which is not available for any LLM. So if ChatGPT can do that, it's probably 'cause it's gonna be powered by us anyway.