Amir Kabir · 12 August 2026 · Investment Thesis

Edition 58 | 2026 — The Machine Risk Economy: Part I

Amir Kabir, MP @ Overlook Ventures

As autonomous AI systems take over business operations, traditional insurance breaks down—concentration in three LLM providers creates correlated systemic risk, while silent model drift produces losses too gradual to trigger coverage. A new insurance infrastructure is emerging to price AI-specific failure modes.

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Topics: AI (Horizontal) · Cybersecurity · Insurance

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