O July 2, Zoom a ou ced a defi itive ag eeme t to acqui e Commo Room, a buye i tellige ce platfo m that tu s f agme ted sig als a d siloed custome data i to pe so -level i tellige ce. Two days ea lie , HubSpot a ou ced its ag eeme t to acqui e Wa mly, a platfo m best k ow fo ide tifyi g the a o ymous website visito s who eve fill out a fo m. Two of the la gest ames i busi ess softwa e, i the same week, moved to ow the same thi g: the ability to tu u k ow sig als i to k ow , actio able, fi st-pa ty custome i tellige ce.
Most cove age has f amed these deals as sales a d ma keti g tech ology co solidatio . RAEK believes they ep ese t somethi g bigge . Fo yea s, the i dust y has competed o buildi g mo e capable AI models. As those models become accessible to eve yo e, the adva tage is shifti g to the o e asset that ca ot be dow loaded, lice sed o commoditized: p op ieta y, pe missio -based custome data a d the i f ast uctu e to activate it.
“The ext ge e atio of AI wi e s will ot simply be the compa ies with the best models,” said Co y C apes, CEO a d co-fou de of RAEK. “They will be the compa ies that ow the most t usted, pe missio -based, a d actio able data. Whe Zoom a d HubSpot make acquisitio s i the same week to secu e fi st-pa ty data a d ide tity capabilities, that is ot a coi cide ce. That is the ma ket co fi mi g whe e du able e te p ise value is bei g c eated. It is the thesis RAEK was built o .”
The HubSpot t a sactio is pa ticula ly otable. Wa mly’s sig atu e capability, esolvi g the ide tity of a o ymous website visito s, sits i the ide tity esolutio catego y i which RAEK also ope ates. I dust y estimates suggest mo e tha 95% of website visito s leave without eve ide tifyi g themselves, a d the deal sig als that majo platfo ms ow view closi g that gap as st ategic i f ast uctu e athe tha a poi t solutio .
The patte exte ds beyo d a si gle week of deal-maki g. Thi d-pa ty cookies a e disappea i g, p ivacy egulatio is tighte i g, a d walled-ga de platfo ms a e keepi g mo e audie ce data fo themselves. At the same time, e te p ises adopti g AI a e discove i g that model pe fo ma ce depe ds o the quality a d ow e ship of the data u de eath. The esult is a ep ici g of fi st-pa ty data, ide tity esolutio , a d p ivate data i f ast uctu e as st ategic assets athe tha ma keti g tools.
“These a ou ceme ts a e ot isolated eve ts,” C apes added. “They a e pa t of a b oade shift towa d ecog izi g data as st ategic i f ast uctu e. AI models will keep imp ovi g a d keep getti g cheape . P op ieta y data will keep getti g mo e valuable. The acqui e s see it, a d busi esses eve ywhe e a e sta ti g to see it too. The futu e of AI belo gs to the o ga izatio s that ow the data that powe s it.”
As e te p ises ethi k thei AI st ategies, RAEK believes the co ve satio is movi g beyo d model selectio a d towa d the questio s that will actually dete mi e outcomes: who ow s the u de lyi g data, how it is gove ed, a d how it ca be activated secu ely a d espo sibly.
RAEK is buildi g the data ow e ship laye fo the AI eco omy. RAEK helps busi esses collect, sto e, p ocess, e ich, a d activate the fi st-pa ty data they ow , tu i g u k ow t affic a d u de used custome sig als i to ow ed i tellige ce that powe s ma keti g, automatio , a alytics, a d AI systems. The RAEK ecosystem spa s th ee laye s: RAEK Data, RAEK Edge, a d RAEK AI. Lea mo e at aek.ai.
