Overlooked conversations. Untapped intelligence.

Alpha lives in
the unscripted.

Podcasts, video interviews, and expert conversations hold insights you don’t have time to uncover. XData makes them searchable and connects them to your AI, so you can find the signals that matter, at scale.

Explore an investment themeBlackwell costs ↗DeepSeek ↗AI capex ↗
Private preview. Approved accounts only.

What XData does

From conversations to searchable intelligence.

XData collects podcasts, video interviews, and newsletters, transcribes the audio, and organizes the content into a searchable research library. Ask a question in the console or connect your AI assistant to find relevant passages, compare perspectives, and follow each result to its original source.

The signal, revealed
Illustrative research flow

Podcast transcripts · video interviews · newslettersRead the tool reference ↗

The insight behind the numbers

Go deeper than the earnings narrative.

Earnings calls and releases are a starting point. Long-form conversations can go deeper into the reasoning, trade-offs, and operating detail behind the numbers: why a customer is holding back, where capacity is constrained, or how a business model is changing.

Those insights can be buried in hours of discussion. XData makes the conversations searchable, so your AI can help you explore them at scale and bring new evidence into your investment research.

From discovery to conviction

Follow the signal.
Examine the evidence.

Take a promising idea back to the original discussion. Review the surrounding context, publication date, and available speaker and timestamp details as you build your thesis.

Inspect the evidence
01

Find the signal

Surface a relevant passage.

02

Read the context

Explore the full discussion.

03

Check the source

Trace the idea to its origin.

Open full context

Solutions for investment teams

New inputs for your investment edge.

Bring overlooked perspectives into idea generation, thesis research, and portfolio decisions.

Idea generation & thesis research

Find a fresh angle.
Test the thesis.

Uncover investment leads in expert conversations, then compare supporting and competing views across the library.

Before the investment debate

Compare the quarterly company narrative with what operators and specialists discuss in longer conversations.

Long-term opportunity & risk

Broaden the inputs
to your long view.

Explore perspectives on structural change across long-form conversations and specialist writing to inform allocation research.

Before the investment committee

Challenge long-term assumptions with perspectives on inflation, private markets, and changing economic conditions.

Company & sector discovery

Find new inputs
for your conviction.

Discover what operators and specialists are saying about demand, competition, and capital spending across companies and sectors.

Before the portfolio review

Bring fresh evidence to your company thesis and explore views that challenge it.

Market themes & client ideas

Bring a fresh angle
to the conversation.

Explore the conversations behind market themes and develop informed client talking points with evidence you can revisit.

Before the client call

Find a relevant perspective on the desk’s themes and trace it to the original discussion.

Audio. Video. Specialist writing.

Where overlooked insights live.

Expert knowledge is scattered across conversations and publications. XData brings their words into one searchable library for your investment research.

Podcasts & interviewsExpert perspectives and operator experienceTranscript
Video conversationsIdeas and commentary from long-form discussionsTranscript
Specialist newslettersSector analysis and independent perspectivesFull text
Focus your researchNarrow by source, speaker, date, format, and languageFilters

Source metadata appears only when it is present in the original feed or grounded during processing.

AI makes the scale possible

Give your AI more
to uncover.

Connect XData to your AI assistant to explore investment questions across the library, compare perspectives, and bring the evidence into your research.

Connect your assistant Read the documentation ↗

In the assistant you already use.

Search XData from an MCP-compatible AI assistant.

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https://x.data-agent.ai/mcp

Your next idea could be in the conversation.

Request private-preview access to explore XData in the research console or through your AI assistant. Available to approved accounts.