Ob2's avatar
$15.9m follower assets
Nathan Worden's avatar
I like the concept of a "data lakehouse"... the combination of a data lake and a data wharehouse.


Nathan Worden's avatar
On the difference between a data warehouse and a data lake:

"Today, people have to pick two completely different stacks depending on if they want to ask a question about the past or the future,” Ali says. “If I want to know what my revenue was last week, then I use a data warehouse and a BI tool on top of it and I can ask what my revenue was. If I want to just tweak that question and ask what my revenue is going to be next week, that's an AI stack, which uses a data lake.”
Ob2's avatar
This is the part I love most about investing! The new insights I generate from different fields. I working on a write up for a different company but the research has been phenomenal and leading to peripheral investment ideas along the way. The points you made on data lakehouse ties to concepts by former CIA analyst director Carmen Medina
Nathan Worden's avatar
@tgsm I love this about investing too :)
Ob2's avatar
https://tgsmnewsletter.substack.com/p/operationalizing-an-investment-philosophy she discussed streetlight affect, trends, emotions can kill

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