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Laura Veldkamp on The Missing Value of Firms' Data: Measurement in an Era of AI

Introductions by Markus Brunnermeier
February 20, 2025
12:30 pm
Markus' Academy

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Video & Timestamps

On Thursday, February 20, Laura Veldkamp joined Markus’ Academy for a conversation. Veldkamp is the Leon G. Cooperman Professor of Finance & Economics at Columbia University’s Graduate School of Business.

Watch the full presentation below. You can watch all Markus’ Academy webinars on the Princeton BCF YouTube channel.

Timestamps:

[08:09] Data barter and bundling

[27:17] Data dynamics: feedback loops and depreciation

[35:40] 1st approach to measure and value data: value functions

[41:39] 2nd approach: data as a complementary input

[49:18] 3rd approach: revenues

[1:01:10] Conclusions

Executive Summary

A summary in four bullets:

  • Data is one of the most valuable assets in the modern economy, but it is also one of the hardest to measure
  • Drawing from her research and recent book with Isaac Baley, The Data Economy, Veldkamp discussed the reasons and implications of these measurement problems, along with potential solutions
  • The value of data is hard to measure because it is exchanged through barter and bundled within traditional transactions. When a customer buys a product with money they also provide data in the process. Firms get paid both with money and data
  • The literature has followed three approaches to value data: (1) seeing data as a driver of firm productivity and valuing data through value functions, (2) seeing data as a complementary input, and (3) valuing data based on the present discounted value of the revenues it generates

Click here for the full summary