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We Love Ugly Data! The Deep Analysis Podcast

We Love Ugly Data! The Deep Analysis Podcast

Von: Alan Pelz-Sharpe
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This irregular podcast series examines what is happening in the unstructured data automation market. Three topics - Thirty Minutes, that's the format!

Topics range from the state of Blockchain, IDP, ECM, and the impact of AI on unstructured data. Deep Analysis provides advisory services, industry research, and M&A guidance.

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© 2026 We Love Ugly Data! The Deep Analysis Podcast
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  • SE05E0 - IDP Special (with Pope Encyclical analysis!)
    Jun 25 2026
    The fortieth episode of the podcast that you know and love as "We Love Ugly Data!" is out; available in audio form everywhere you get your podcasts from and additionally in video form via YouTube (which we've embedded below). This time, it's Matt and Dan for an IDP-focused episode, talking more about new vendor profiles, where all the cash is going in IDP, and how The Pope is contributing to AI governance (sort of).In this month’s episode:Topic 1: New Vendor ProfilesIt's time for another set of vendor profiles from the recently published 6. Last time, Matt and Alan talked about 3 of them; this time, Matt and Dan cover the other 3. First up is Box and Box Extract. Dan explains that the company had made some previous efforts around IDP with Box AI, but then acquired the Polish vendor Alphamoon in 2024, the results of which now appear as Box Extract. As a content management/content intelligence, it's one that Box itself is very excited about; CEO Aaron Levie described it as a "killer app," as Dan noted in a related LinkedIn post. Next up is Indico Data, a specialist in commercial IDP, and Dan discusses how that market focus came about, as well as some details on their technical background. Matt mentions that this market has a bunch of well-understood processes, and that if people are interested, there's a range of other related vendor profiles in the Deep Analysis database that are worth noting. Finally, Retaurus, who didn't come to IDP from a document-processing background but from the messaging EDI space. They've been a big player in messaging and especially fax, which remains an important document exchange format in some industries, for a long time, and have built an IDP platform to help augment their customers, especially in supply chain and logistics.Topic 2: Big money in IDP 🤑Dan wrote back in April about how money is pouring into IDP (pulling some data from his latest IDP Market Analysis), and here explains how the latest iteration of the technology that we're referring to as IDP came about in 2018/19 when significant money started to be invested in vendors like Hyperscience, Instabase, Indico Data, and others. In May this year, another well-backed IDP vendor, Rossum, was acquired by Coupa (they were already lined up as partners), which validated the value of IDP in this case, the spend management industry (Rossum had focused on selling into accounting teams). Reducto - who sounds like it should be fighting Spiderman, but as far as we know, doesn't - is an LLM-native IDP platform that's raised huge Series A and B rounds, that Dan estimates is valued post-money after the latest of these at $600m. Apparently growing revenue at a clip, selling into other AI peers. Matt points out that it's not uncommon to see a lot of peer selling between venture funding companies with investors in common.Topic 3: What's the Pope on about?At the end of May, the Pope got involved in the AI debate by publishing an encyclical titled "MAGNIFICA HUMANITAS; ON SAFEGUARDING THE HUMAN PERSON IN THE TIME OF ARTIFICIAL INTELLIGENCE," and, being Dan, he decided to discuss this matter with Claude. Matt points out that it was published ahead of Gartner's first MQ on AI Governance, suggesting that where The Pope leads, Gartner follows. In practical terms, Matt and Dan go on to discuss that the primary area of AI governance customers are asking about now is cost control policies. https://www.youtube.com/watch?v=h3xAcreasy0 Related Links for Series 5 Episode 6New vendor profiles in a brief blog post: "Six New Reports. No Hype. Just the Good Stuff."Dan's LinkedIn post on Box and Aaron Levie's excited commentary on Box Extract.Investors continue to pour money into IDP - Dan discusses the financial attraction of IDPIDP Leader Rossum is acquired by Coupa - Dan's announcement analysis blog post.How Reducto Became the Fastest-Growing IDP Startup I’ve Ever SeenThe Pope's encyclical on AI and Dan's chat with Claude on this subject.Support the show
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    39 Min.
  • SE05E05 - Architecture, Engineering & Construction (AEC)
    May 28 2026

    The thirty-ninth episode of the podcast that you know and love as "We Love Ugly Data!" is out; available in audio form everywhere you get your podcasts from and additionally in video form via YouTube (which we've embedded below). It's Matt and Alan again this month, talking about new vendor profiles, a brand-new report on the AEC industry, and 4 key areas for agentic automation to focus on.

    In this month’s episode:

    Topic 1: New Vendor Profiles

    It's time for new vendor profiles, and we've just published 6. In this podcast, Matt and Alan talk about 3 of them (when Dan joins Matt for the June edition, they'll cover the other three). This time, they discuss agentic automation and Hyland's content platform (and how it fits into their new strategy under their new leadership). Then, Papyrus's Owlfie conversation AI approach to automation, and finally, novel AI-led retail process automation from European start-up Duvo (whose profile is available to read for free on its website). The pair also hints at a number of related reports, including a market sizing report soon to come.

    Topic 2: AEC Report

    On top of those vendor profiles, we've also just released a new report on the AEC (architecture, engineering, and construction) industry and the technological approaches to managing the plethora of complex documents across a wide range of projects undertaken by the industry's piece-parts and processes. There's a blog post that explains the scope of the report both upfront and throughout the discussion. Alan decides that everyone should get access to the report and open-sources it on the fly. Matt also notes that there's a whole wealth of further AEC material to come from Deep Analysis over the next few months.

    Topic 3: Runtimes and Processes

    Last month you'll remember that Matt and Alan discussed the latest release of the Work Intelligence research and since, Matt has been writing a little about what the near-future looks like the all those runtimes and how agentic platforms start to fit within that future. Here he talks about 2 recent posts: "What if AI gets stuck at the task and never reaches the process?" and "Enterprises don’t need another automation runtime unless you give them an excellent reason". The second of these contains "4 potential points of value" that agentic automaton platforms need to fit in order to add real value: problem-solving, flexibility, inheritance, and fraternity.

    https://www.youtube.com/watch?v=bQAElcD9k2w

    Related Links for Series 5 Episode 5
    New vendor profiles in a brief blog post: "Six New Reports. No Hype. Just the Good Stuff."
    ....and here's the one on Duvo, which you can read on their website for free right now.
    Here's the blog post Alan wrote about the AEC report, which you can now also download for free.
    Matt's 2 blog posts on automation, runtimes, and an agentic future: "What if AI gets stuck at the task and never reaches the process?" and "Enterprises don’t need another automation runtime unless you give them an excellent reason".
    Finally, here's the blog post that Matt mentions in passing on the "elastic zone of plausibility".

    Support the show

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    37 Min.
  • SE5E04 - Salesforce Goes Headless and other stuff :-)
    Apr 25 2026

    The thirty-eighth episode of the podcast that you know and love as "We Love Ugly Data!" is out; available in audio form everywhere you get your podcasts from and additionally in video form via YouTube (which we've embedded below). It's Matt and Alan this month, celebrating the 3rd birthday of the pod (even if the episode numbers don't exactly add up), talking Salesforce, Work Intelligence and M&A.

    In this month’s episode:

    Topic 1: Salesforce Goes Headless

    Starting off, Matt has remembered that it's the 3rd birthday of the pod, with the first episode being uploaded n the 19th April 2023 (just don't ask how come it's episode 38 when the pod has been running for 36 months). Alan has been in San Francisco at Salesforce TDX (the conference for Salesforce developers) and whilst he was there, he wrote a blog post about the announcements and Salesforce's technical progress, most notably the newly announced Headless 360. He explains the change in focus at the conference, from the core audience of Salesforce admins and Apex developers to increasingly opening up to developers that are not coming from a purely Salesforce background, in large part driven by Agentforce and Data 360. Matt points out that Headless 360 is an encapsulation of a technical approach, rather than a product and points to the 60+ MCP servers as the increase in potential complexity - as well as openness - for that extended developer community.

    Topic 2: Work Intelligence 2026

    Last month, we released the 4th edition of the Work Intelligence Market Analysis, covering the period 2026-2031 (it's available right away for Deep Analysis subscribers as part of their cache of content, it's also available for non subscribers for one off purchase). If you're not familiar with Work Intelligence, there's a free primer from 2022 that's free to download for everyone. Here Matt summarises some of the content in the report, the projected value of the markets and the other details available in the report. Alan points out that even though the concept is now a few years old, it's now clear that the market is aligning with the basis of the world that we described in that initial report. Matt talks about some of the market growth data and then mentions that he's recently published an addendum to the report, which compares our market projections year-on-year. Finally Matt has some scary information about M&A data that's contained in certain other market reports - not written by Deep Analysis - that we've come across. Then there's some kind of related "Buffy The Vampire Slayer" chat.

    Topic 3: M&A(&AI)

    Whilst we're thinking about M&A, Matt has decided to mention one of the many pieces of content that Deep Analysis publishes, but sometimes forget to tell you all about. One such item is the quarterly M&A round up for the unstructured data automation market (i.e. the part of the market in which we specialise); who bought who and what market dynamics can be observed. This is available to all Deep Analysis subscribers, who get to see all the deals; large and small. In passing Alan mentions his blog post celebrating OpenText's new CEO's first day at his desk. Matt and Alan then go on to discuss how difficult to use the web as a reliable research tool (for rea

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    35 Min.
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