Views from the Crow’s Nest
Monday Mess Haul - Zero-Party Data + Who’s Really Partying for the Metaverse - with Jivraj Karwa and Boaz Salik

Monday Mess Haul - Zero-Party Data + Who’s Really Partying for the Metaverse - with Jivraj Karwa and Boaz Salik

February 7, 2022

In this episode of The Monday Mess Haul, we want to know what's going on. Specifically, we want to know: 

  • Does zero-party data provide any new insights that can't be derived from existing data categories like first-, second-, or third-party data?
  • Should we consider it a subdivision of first-party data, or will it eventually become synonymous with first-party?
  • How could zero-party data factor into scenarios like credit decisioning? 
  • Is the hype about the Metaverse coming from any real-world demand, or is it an act of self-justification by tech monopolies?
  • If the COVID-19 pandemic made us live more online, do we think people only choose "life online" as an escape from bleak real-world conditions?

The Mess Haul features a more free-form conversational approach with multiple participants than our more interview-focused style. This format is designed to generate quick takes on a handful of recent topics, facilitating shorter, more opinionated discussion with a number of different perspectives. Each episode of The Mess Haul is recorded, edited, and released in the same day. 

Today's guests: Jivraj Karwa, Boaz Salik 

Background articles for this episode: 

#006 - How Immersive Gaming Technologies Will Change the Internet  - with Trevor Barran

#006 - How Immersive Gaming Technologies Will Change the Internet - with Trevor Barran

January 24, 2022

We're back with our first full-length episode of 2022 in this forward-looking conversation with entrepreneur Trevor Barran. Trevor is a FischerJordan co-founder and is currently one of four partners at CloudTree Ventures, which is focused on technologies driving interactive entertainment and the metaverse.

We get into both some broad trends and specific applications of the immersive entertainment space – which includes things like augmented and virtual reality, but you’ll quickly learn that there are things happening in this domain that go far beyond just entertainment or gaming. Some of the topics we cover: 

  • What we mean by "immersive/interactive entertainment” and why it's relevant today
  • Why Facebook's pivot to Meta actually isn't that surprising
  • Companies that are already making interesting moves with AR/VR technologies

  • What kind of infrastructure will need to be built to fully realize this technology's potential 
  • Whether an immersive future will still be controlled by the tech giants we know today or if a new set of competitors/leaders might emerge
  • The surprisingly simple constraint that stands in the way of a "Ready Player One"-style future

Find out more about CloudTree Ventures at https://cloudtree.vc/

This podcast is an in-house production of FischerJordan, a specialized consulting firm in New York with emphases in strategy, analytics, and technology. Find out more about our approach to delivering client value, career opportunities, and our work within our communities at fischerjordan.com

 

NOTES - Key Terms and Further Reading

Special Purpose Acquisition Company (SPAC): “A special purpose acquisition company, also known as a "blank check company", is a shell corporation listed on a stock exchange with the purpose of acquiring a private company, thus making it public without going through the traditional initial public offering process. Wikipedia”

OMO – Online Merged with Offline

Matthew Ball

xR = Extended Reality. From WorldStage: “Extended Reality (xR) is a next-generation process for film, broadcast and live event production. ... Mixed Reality (MR) combines camera tracking and real-time rendering to create an immersive virtual environment, visible live on set and shot directly in camera.”

What are haptics?

Monday Mess Haul - Inflation, DAOs, and Connectivity Inequity - with Anoushka Khanna + Boaz Salik

Monday Mess Haul - Inflation, DAOs, and Connectivity Inequity - with Anoushka Khanna + Boaz Salik

December 20, 2021

In this episode of The Mess Haul, we unpack three current topics from other publications, grappling with questions like: 

  • What do the FED's efforts to tamp down consumer price inflation mean for 2022?
  • What happens when a crypto crowdfund called a DAO (Decentralized Autonomous Organization) goes head-to-head with "legacy" investors in an auction for a first-edition printing of the U.S. Constitution?
  • As more than just white-collar jobs come to depend on internet access, what are some ways to address the problem of connectivity inequity?

The Mess Haul features a more free-form conversational approach with multiple participants than our more interview-focused style. This format is designed to generate quick takes on a handful of recent topics, facilitating shorter, more opinionated discussion with a number of different perspectives. Each episode of The Mess Haul is recorded, edited, and released in the same day. 

Today's guests: Anoushka Khanna, Boaz Salik 

Articles referenced in this episode: 

Monday Mess Haul - All a-Twitter About Dorsey + Anti-Acquisition Moves - with Deeba Goyal and Boaz Salik

Monday Mess Haul - All a-Twitter About Dorsey + Anti-Acquisition Moves - with Deeba Goyal and Boaz Salik

December 6, 2021

In this episode of The Mess Haul, we get into a discussion about three recent news stories: 

  • What implications does Jack Dorsey's departure from Twitter hold for the platform's future?
  • Despite being a first-of-its-kind move, is the Competition and Markets Authority's (CMA) recent pushback on Meta's ownership of GIPHY a mostly symbolic attempt at "regulation?" 
  • What does the FTC's blocking of Nvidia's acquisition of chip-designer Arm mean for Arm and companies like it?

The Mess Haul features a more free-form conversational approach with multiple participants than our more interview-focused style. This format is designed to generate quick takes on a handful of recent topics, facilitating shorter, more opinionated discussion with a number of different perspectives.

#005 - Fighting Food Insecurity by the Numbers - with Austin LaRoche

#005 - Fighting Food Insecurity by the Numbers - with Austin LaRoche

July 27, 2021

In this episode we catch up with FischerJordan senior analyst Austin LaRoche about his research into the current state of food insecurity in the U.S. - post-COVID especially - and what FischerJordan is doing about it. Some of the things we cover in this special episode:

  • Ins-and-outs of various operations in the U.S. to combat food insecurity
  • How to ensure the largest amount of your donations are going directly to people in need when giving to non-profit organizations
  • Resources for ensuring transparency in non-profit donations

We wrap up with an inside look at a new initiative at FischerJordan to try to address the problem of food insecurity in the communities where we operate - and how food banks and pantries can help out.

Some key resources referenced during this episode: 

#004 - Alternative Financing Before, During, & After a Global Pandemic - Naren Nayak and Sachin Goel

#004 - Alternative Financing Before, During, & After a Global Pandemic - Naren Nayak and Sachin Goel

May 28, 2021

Naren Nayak is a 20-year veteran of Capital Markets and Securitization and current treasurer at Credibly, a leading small business fintech lender. In this episode of Views from the Crow's Nest, we sat down with him and senior FischerJordan manager Sachin Goel for a dialogue about the evolution of the alternative lending space in the time preceding, during, and eventually following the COVID-19 pandemic. 

Some of what we covered: 

  • The difference between alternative and traditional lenders
  • What makes an alternative lender more attractive to small businesses for securing financing 
  • How the COVID pandemic impacted the alternative commercial lending space and how things might look going forward 
  • How investor attitudes toward alt-lenders may have shifted post-COVID
  • Potential impacts of cryptocurrency on the alt lending space in the future 

Welcome to the crow's nest! 

The Mess Haul #2 - Anti Trust Cycle for Big Tech + Avoiding Programmed Bias with AI/ML  - with Archita Bhandari, Jivraj Karwa, and Boaz Salik

The Mess Haul #2 - Anti Trust Cycle for Big Tech + Avoiding Programmed Bias with AI/ML - with Archita Bhandari, Jivraj Karwa, and Boaz Salik

April 22, 2021

In this second installment of The Mess Haul (or Mess Hall), FischerJordan team members Archita Bhandari and Jivraj Karwa and partner Boaz Salik chat about whether we're headed for another anti-trust cycle, this time for Big Tech. We then shift to some speculation about programmed bias in AI/ML and whether there has ever been a successful social or governmental attempt to limit a technology's advancement. 

 

The Mess Haul is a departure from our usual interview-style format, instead featuring a more free-form conversational approach with multiple participants. This format is designed to generate quick takes on a handful of recent topics, facilitating shorter, more opinionated discussion with a number of different perspectives.

 

The Mess Haul #1 - GME Post-Mortem and Bitcoin Mass Adoption Timeline - with Shreya Jain, Austin LaRoche, and Boaz Salik

The Mess Haul #1 - GME Post-Mortem and Bitcoin Mass Adoption Timeline - with Shreya Jain, Austin LaRoche, and Boaz Salik

March 12, 2021

This episode introduces The Mess Haul (or Mess Hall), a slight departure from our usual interview-style format instead featuring a more free-form conversational approach with multiple participants. This format is designed to generate quick takes on a handful of recent topics, an opportunity for shorter, more opinionated discussion with a number of different perspectives.

Today's guests are FischerJordan team members Shreya Jain and Austin LaRoche and partner Boaz Salik in a fireside chat riffing on the implications of the GME stock rally and Wall Street Bets saga in early 2021, followed by some speculations on the next stage of Bitcoin mass adoption. 

#003 - Data Science + Population Health Management - Neet Shah and Dr. Elena Koshkina

#003 - Data Science + Population Health Management - Neet Shah and Dr. Elena Koshkina

November 19, 2020

Views from the Crow's Nest returns with a special double interview with Neet Shah and Dr. Elena Koshkina, two tenured professionals in healthcare analytics and data science. In our conversation we delve into some interesting developments at the intersection of data science advancements and the field of population health management. Some of the topics we covered include:

  • What population health management is (and why it's important)
  • How the differing structures of US/UK healthcare systems impact population health initiatives 
  • Key leaders in population health management and which innovations are driving better outcomes
  • Technology's impact on the wellness space
  • HIPAA concerns around patient data collection
  • How to drive patient engagement in a world where everyone can look up their symptoms online
Preview #003 - Elena Koshkina and Neet Shah

Preview #003 - Elena Koshkina and Neet Shah

November 11, 2020

We had the chance to spend time with Elena Koshkina and Neet Shah for a deep diving conversation on data science in population health management. This short five-minute sample will give you a preview of the full discussion episode, coming out later in November 2020!

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