AI is making automation cheap. When every company in a vertical can automate the same work, automation stops being an advantage. Viktoria Izdebska argues that the next phase belongs to the companies that see the market through their work, not just the ones that automate it.

Service providers such as tax advisors, insurance brokers and IT providers sit on a stream of private client data that their everyday work produces. Taken together, a network of them works like a panel: it sees what an industry is about to do before anyone else does. The talk explains how that data becomes a moat, why a customer base and its data can be valued as an asset in their own right, and what this changes for AI rollups, software companies and the investors behind them.

It draws on her paper The Prediction Economy and on her work at Octrace, a company that predicted company events from publicly available data.

Format: keynote or talk (20 to 40 minutes); also works as a fireside chat or panel.
Audience: investors, operators of vertical software and service businesses, data and strategy teams.
Language: English or German.
Background: predictioneconomy.ai and izdebska.com/concepts/the-prediction-economy