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Waters Wrap: The nature of data and information (And Ion-List thoughts)

Anthony takes a look at the alternative data industry post-GameStop, and wonders about Ion Group’s strategy going forward after recent acquisitions.

Last week I didn’t write a “Waters Wrap” column because I needed a mental break. This week, I’m publishing early on a Tuesday morning instead of Monday morning because…I’m lazy. As they say in Italy, mi dispiace. (Parlo di Italiano, cosi, cosi.)

Below, I’m going to talk about GameStop and Ion Group, but I would encourage you to read Max Bowie’s 4,200-word tome about private markets data; my look into Linedata’s plans to modularize its product offering; Wei-Shen Wong’s drilling into a project

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M&As, MCPs and why clean data is essential

The Waters Wrap: Financial firms are racing to adopt AI—but the payoff depends on having the right foundations, particularly clean, normalized data, writes Wei‑Shen.

How governance-first architecture stabilizes complex systems

Chetan Patil argues that many transformation projects fail not because of the technology but because of weak data governance. Adopting a governance-first discipline early (and building speed, resiliency, and credibility over time) is best.

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