Second Measure

Second Measure: read any company's revenue from credit-card spending data

Shaan explains Second Measure, which analyzes aggregate credit-card spending to estimate how much money a company is making, even private ones, and to see which player is winning in a category (e.g. which food delivery app leads).

“so Second Measure takes credit card spending data and can tell you essentially like how much money something is making just by analyzing how many people are charging Spotify per month. And then they're like, okay, cool, right? Imagine Spotify was not a public company. You'd be able to see here's how much revenue that they're making.”

Steal thisUse a proprietary 'source of truth' dataset (card spend, web traffic, SEC filings) to sell visibility into numbers companies want hidden.