Best AI use-case of the day: Friend used ChatGPT to build a chatbot to correspond with his ex-wife. Trained it on his divorce agreement and on her emails. His ex is delighted by his change in attitude and responsiveness.

Insurers (too) rarely focus on the “why” of what they do - help customers at the worst moments of their lives. Exception found in excellent “Storm” ad during TravelersChamp featuring Travelers front-line claims adjusters responding to Hurricane Ian. youtu.be/tv77pBarQkE

Friendly reminder that intentional acts aren’t covered by insurance.

1/ This is true: the only CERTAINTY is UNCERTAINTY This is my friend and brother Noam Ohana (Exor) a brilliant co-investor of ours This is my partner Grace Isford speaking French with Noam at Lux NYC This is...2 months before October 7...

The tragic loss of life and property in Asheville will be underscored by how few will be able to call on insurance to fund rebuilding. Just as our society has shifted more of the costs and risks of healthcare to individuals, now they bare the burden of climate change.

My prediction, in 2026 we will see practical, scaling use of insured facing AI agents inside insurance agencies. Those that win will see this as an opportunity, those that see it as a threat will struggle... forbes.com/sites/geruiwan…

The hallmark of expertise is no longer how much you know. It's how well you synthesize. Information scarcity rewarded knowledge acquisition. Information abundance requires pattern recognition. It's not enough to collect facts. The future belongs to those who connect dots.

This is excellent. I’ve been talking about Florida real estate being in serious trouble based on a lack of affordability/availability of home insurance but they actually have the exact numbers and it’s worse than I thought.

Is there a more devastating response to a reference check text than “Give me a call”?

On the CA fires, and ***REBUILDING*** I'm not a Blue Check but hopefully this post will be amplified by others with more reach. The screenshots I'm sharing are from a former boss and friend of mine whose home was lost to a fire a few years ago. He's giving great advice:

Whoever was posting last year about insurance being a major issue over the next 10 years was 100% correct Especially here with all the fires and floods and mudslides Many people cannot afford insurance coverage, which means they need to self ensure which means you need to keep

This is how it always starts. The next generation will only know growing up working with AI, making it unstoppable in the enterprise. Working without AI would be like going into a company that didn’t use email 30 years ago.

This Tom Brady clip on Herd w/Colin Cowherd is sensational. A must-watch.

This is the essential power of experience: pattern recognition

Modern banking > Traditional banking

Quote from Marc Andreessen 🇺🇸 on recent Invest Like the Best pod on the importance of true early stage venture capital:

🚨We’re thrilled to welcome Pete Gaynor, former Administrator of FEMA, to Bright Harbor FEMAPete joins us at a time when the stakes couldn’t be higher. In just his first week, we’ve seen generational flooding devastate communities in North Carolina and Texas. FEMA is

I can’t help but think of Mickey Mouse in The Sorcerer’s Apprentice when I read Aaron Levie