Tradesk went from 3 dollars a share to 128 dollars, because it created a successful market where there was none, Now Data Vault is trying to do the same
\* The Trade Desk, Today = proven market place, proven money printer, it just works
\* Datavault AI = trying to spawn a market where they might be no market
\* BUT DVLT is attempting something TTD cant do: TOKENIZE EVERYTHING
Trying to financialize the entire global ecosystem, from Tom Cruise ‘s voice to materials that dont even exist yet!
But:
1. every tokenization you need buyers and sellers. There are no buyers or sellers today.
2. And this is a regulatory mine field, why buy a token if you can buy a token which is similar but free?
3. How much divergence from the token, is protected
Trade Desk:
\* Massive liquidity
\* Massive datasets, on trading activity
\* Proven cash machine
Datavault:
\* Radical idea
\* Massive TAM
\* On an unbelievable scale
\* Execution risk EXTREME