PERSON DIRECTORY
Jonathan Cohen
Jonathan Cohen appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
1 EPISODE1 SHOW
Language
$YOU.L: is YouGov really an AI loser? | Jonathan Cohen, Zipperline Capital
YouGov trades at roughly six to seven times EBITDA on a $500M EV after being labeled an AI loser, despite a 30-million-person, 60+ country, 20-year attitudinal data set refreshed daily.Cohen argues auditable synthetic data can lower the cost of its $50–100k products, while YouGov’s buyback conversion and Anthropic usage offer catalysts; synthetic-data reliability and pricing power remain key tests.