> Allow me to put it more succinctly: selling derived data as a subscription product does. not. work. I don’t care what it is. The juice is never worth the squeeze.¹ Count cars. Count airplanes. Count ships. Segment land cover. Track oil inventories. Estimate biofuels. Measure water levels. Etc. Etc. Etc.

I see that he outlined a few exceptions at the footnote… I'll also add Plaid. I think this guy is making some huge generalizations that don't hold up beyond his industry.

But that said, I recently downgraded two potential startups based on data feeds to personal projects because I realized that nobody really pays for data, and if there is any value then the providers will figure that out inevitably…

Another recent example: I've been using Deliveries for Mac and iOS for over fifteen years, a very simple, perfectly-designed, laser focused app. Both Amazon (not surprising) and Fed Ex (quite surprising) have decided that freely providing delivery dates to consumers is too valuable to leave to third parties, so the beloved app is shuttering sometime this year. https://junecloud.com/journal/iphone/the-future-of-deliverie...