Welcome back to the World of DaaS Roundup. This week’s signals from across the data economy highlight three shifts: regulation shaping data access, enterprises treating data as a product, and infrastructure powering the AI era.

📰 NEWS AND READS

How Data Lineage and Governance Translate Into EBITDA Gains CDO Magazine
  • A practical operator take on why lineage and governance are becoming revenue and margin levers, not “nice-to-have” compliance work.

Investors Grapple With AI’s Impact on Data-Driven Businesses Reuters
  • Investors are increasingly evaluating how AI could disrupt companies built on proprietary datasets and analytics platforms, forcing markets to reconsider valuations across the data economy.

  • Governments and communities are increasingly pushing back on the rapid expansion of AI data centers over energy costs and infrastructure strain, forcing tech companies to commit to funding their own power and local investments.

EU Data Act Guidance Clarifies How Companies Must Share Industrial Data Simmons & Simmons
  • Draft guidance on the EU Data Act begins clarifying how companies must price and provide access to data generated by connected products, a key development for data platforms and marketplaces.

🎧 DAAS PODCAST OF THE WEEK

Summation episode on seed at scale and SaaS mispricing

Tod Sacerdoti is the CEO and co-founder of Pipedream, which recently sold to Workday. Tod is also a general partner at Flex Capital, where he's invested in over 400 companies including Chime, Vercel, Replit, CodeRabbit, Mercury, and many others. He previously founded BrightRoll, a programmatic video advertising platform that sold to Yahoo for $640 million in 2014. 

In this episode of Summation, Tod and Auren discuss:

  • Why seed investing has the highest annualized returns of any venture asset class

  • First-gen AI companies being the most vulnerable to AI disruption

  • QSBS and why it's the most important tax benefit nobody talks about

  • The founder code and what happens when people break it

🔥 IN CASE YOU MISSED IT…

M&A Funding Roundup

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