I've been fascinated by the fact that companies like Hubspot and Linear were so quick to offer MCP servers for their products. While offering an MCP server lets you offer a cool new experience to users, and being an early 'ChatGPT Connector' is nice from a marketing perspective, it definitely also means you lose control of a lot of the data AND of the user experience. Your product risks becoming a plug-in to Claude or to ChatGPT, rather than an app in itself.
Slack is among the first to clearly push back against this, but I'm sure others will follow soon.
Some of the ‘old tech’ is reemerging. Do you think you could do a piece on this?
I’ve built a position in ORCL over the past 12 months. My expectation is that their key cloud infra partnerships and deep structured data holdings would combine for a mid cycle AI boom for ORCL. The early data is proving this to be a real possibility.
Could you cover ORCL and some ‘old tech titans’ that are now looking to grow their recurring revenues?
Do moves like Slack restricting access to user data strengthen the case for blockchain-based platforms, which claim true data ownership and openness? As AI increases the value of data, blockchain’s narrative of decentralization and user control seems more relevant—but is it a compelling solution or just a convenient story?
This was a great read!
I've been fascinated by the fact that companies like Hubspot and Linear were so quick to offer MCP servers for their products. While offering an MCP server lets you offer a cool new experience to users, and being an early 'ChatGPT Connector' is nice from a marketing perspective, it definitely also means you lose control of a lot of the data AND of the user experience. Your product risks becoming a plug-in to Claude or to ChatGPT, rather than an app in itself.
Slack is among the first to clearly push back against this, but I'm sure others will follow soon.
Personal and entity level data sovereignty should be a thing. Isn't this where BYOC is headed?
Hi Jamin,
Great research and analysis - as always.
Some of the ‘old tech’ is reemerging. Do you think you could do a piece on this?
I’ve built a position in ORCL over the past 12 months. My expectation is that their key cloud infra partnerships and deep structured data holdings would combine for a mid cycle AI boom for ORCL. The early data is proving this to be a real possibility.
Could you cover ORCL and some ‘old tech titans’ that are now looking to grow their recurring revenues?
Thanks
That’s where regulation comes handy.
Do moves like Slack restricting access to user data strengthen the case for blockchain-based platforms, which claim true data ownership and openness? As AI increases the value of data, blockchain’s narrative of decentralization and user control seems more relevant—but is it a compelling solution or just a convenient story?