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Insurtech funding has been slow in 2024. No surprise there. But I'm seeing major carriers make two strategic bets: 1️⃣ Embedded insurance 2️⃣ Cybersecurity The carriers that nail the trifecta—AI, embedded distribution, and cyber—will define the next generation of insurance.

Despite billions spent on digital transformation, banks still struggle with customer acquisition & onboarding. In Part 2 of my Foundation Capital series with Nico Stainfeld, we explore how generative AI can finally fix banking's first impression problem. foundationcapital.com/generative-ai-…

Thrilled to announce Foundation Capital portco EvolutionIQ has been acquired by $CCCS for $730M 🎉 Congratulations to Mike Saltzman, Jonathan Lewin, Tomas Vykruta, and the entire team on building something truly transformative. businesswire.com/news/home/2024…

Excited to return to Harvard Business School as an Executive Fellow for 2025! As an HBS MBA ‘93, this is a full-circle moment - giving back to the next wave of founders & investors. Looking forward to the conversations, debates & learning as much from the students as they do from me.