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USV
@usv
After taking last week off for an off-the-record team outting, we’re back with 5 of our biggest themes from this week’s meetings, as determined by @thelibrarian …🧵
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USV
@usv
1/ Aggregator Dilemmas: We discussed web3 social media aggregators and highlighted the importance of context in user experience. The key question was whether an aggregator can recreate the vibes of the individual networks they pull from or if the experience would feel divorced from its origins.
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USV
@usv
2/ Bots Welcome Here: We often complain about the negative effects bots have on experiences inside major social networks, but are there places where we might appreciate their presence? Bots could be especially valuable in helping an application or community overcome its cold start problem.
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USV
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3/ Premium Hikes - The Climate Tax on Insurance: Insurance companies are hiking premiums due to climate risks, essentially imposing a new tax. People are feeling the financial strain as insurers adjust to increased flood and fire hazards, and the team is wondering whether any solutions exist outside of the state-subsidized model in Florida?
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Gordon Gould
@g0rd0n
Maybe you all thought of this already, but insurance linked securities offer an interesting way for insurers to syndicate risk. Best known examples of current climate-related ILS are catastrophe bonds that insure against things like hurricanes and wildfires. These bonds offer good returns, and perhaps more importantly, low correlation to other assets. Catastrophe bond market is growing and currently issuing about $15B/year in new bonds. Here is a 2 min overview of cat bonds from John Seo of Fermat Capital, a hedge fund Bloomberg highlighted as one of the the best performers in 2023. https://youtu.be/VBahUxQSIqc?si=PHBD2vH6o7kk10yr
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