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Bhasker Thodla's avatar

Digital transformation with uncertain goals always seems to me like focus on the process rather than focus on the end result.

How much of the modern data stack do we really need to get value out of our data?

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Michael Lugo's avatar

Regarding the Heat example: I would be bullish in that I think this sort of investment would help them win more games. But I might be bearish in that I’d literally bet against them if the betting market moved “too much” towards favoring them - in terms of the number of wins expected for the season, or championship odds, or whatever else you can bet on.

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