Sometimes, I do a pretty good job at spotlighting a future issue – though sometimes it happened so long ago I have to remind myself what I actually wrote initially. I do feel overall like some of my older writings are more valuable than recent entries, so when there is Continue Reading
What Everyone Is Getting Wrong About Brokers and AI
OK, I finally made some time for my long delayed take on what AI means for insurance brokers. The short story is I think the consensus has it totally backwards. The perception is small commercial and personal lines are most at risk of disruption while the larger public brokers are Continue Reading
Will There Be Losses From Middle East Data Centers?
I have a lot to say about insurance involvement in data centers but that will come in the future. Today will be another short note on current events. Namely, what happens if Iran decides to attack data centers? You can see here (and in the image below) there are many, Continue Reading
Which Insurance Tech Solutions Are The Most Insulated From AI?
As I noted in recent posts, I had been working on a big piece about how AI could impact insurers including threats to data providers, brokers, D&O, the foolish carriers writing data center risk, and so on. That piece is now in the trash bin as current events moved too Continue Reading
The AI Risk For Insurance Brokers…Part I
This is going to be another shorter piece. Why? First, the response to last week was pretty good. Second, events in the AI space are moving too fast. For example, when the insurance technology provider (distinct from “insurtech”) stocks began their recent freefall, I pointed out to a few friends Continue Reading
What Investors Are Getting Wrong About The Tech Selloff
For those of you who pay attention to more than just insurance, you are likely aware it was a bad week for tech stocks. Software stocks have been crushed due to fears that AI will make them irrelevant while large tech also sold off over fears they are investing too Continue Reading
The Bear Case on AI
(Editor’s Note: The timing of this note is not ideal for reasons I explain in the postscript. Also, this is much longer than usual given the depth of the topic which is part of the reason for the delay.) Let me start with a disclaimer. This is not a prediction Continue Reading