$MCO CEO was just asked about AI threats & the durability of its moat. His response: “First of all, a lot of the data simply isn’t available to the public… built on decades of commercial agreements & IP rights… legal & regulatory constraints… semantic complexity… entity resolution… historical depth… governance… Every bank I talk to tells me, ‘Good enough is not good enough for our institution.’ What they want from us, they want to move, in many cases, to fewer trusted providers… “We’ve never had seat-based licenses…thinking as we speak and trailing different pricing models to be able to capture some of that upside.”
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