In short: Historical exhibit: the terminal, launched at the end of the 1970s, became "an omnipresent device on everyone's desk." It is Colin's example of a new financial tool (next to new products and new regulatory frameworks) from the last maturity phase.
The Bloomberg terminal, launched at the end of the 1970s, put market data and trading on every finance desk. Colin cites it as the example of a new financial tool, one of three kinds of innovation (new products, new tools, new rules) that he says appear when a technology era matures. His thesis is that today's equivalents should now be appearing too. Bloomberg is private.
22:53productivity and to create additional value for shareholders. So leveraged buyouts in their current form were effectively 1970s. Something else that was invented by then was the Bloomberg terminal. Bloomberg launched the terminal at the end of the 1970s. It became an omnipresent device on everyone's desk in financial services during the 1980s and it made it possible to exchange information and to do trading much faster in a much more efficient way. And then you have a
In short: Her employer and data source: the Bloomberg Price Project collects "over a million prices across 300,000 categories each month," which is how she pinned the CPI surprise on Verizon and hotels. Follow her analysis on the terminal at ECO <GO>.
2:14— Yeah. So the headline and core surprised on the high side, but when you dig into the details it is really due to a couple outliers. One of them is the wireless phone services category. So in Bloomberg we have created a massive price mapping project called Bloomberg Price Project where we collect over a million prices across 300,000 categories each month, and what we notice is that what's contributing to this jump in wireless phone plans is due to Verizon. And also there's another
In short: Private — its rules-based B500/B100 indices (a fully-rules-based S&P 500 rival that admits IPOs quickly) are the high-margin index-futures call option embedded in MIAX.
59:28But so if you underwrite that business, I think that you're getting the exchange for probably a low at worst fair valuation here. But then there's all of these different call options. So one of the interesting and timely projects they're working on are the Bloomberg index options and futures. So the B500 B100.
In short: Private, and named only as the industry's benchmark incumbent — the host introduces Fiscal AI as "competing directly with giants like Bloomberg and FactSet", and Dennis coins the category for everyone who has tried: "what I'll call air quotes right now… Bloomberg killer products have not actually been able to take material market share away." Financial data as a whole he sizes at "a $46 billion a year business", with five big incumbents acting as "the arms dealer in this industry."
22:17Explain it to us why it's so crucial, so important, and why it gives you a huge advantage. — I think on the surface that goes overlooked a little bit unless you're in the weeds or close to us on this stuff. But historically, us included, many of the — what I'll call air quotes right now for people who are listening, I am doing air quotes — Bloomberg killer products have not actually been able to take material market share away or compete with the FactSets of the world.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.