Amir Kabir · 26 August 2026 · Investment Thesis

Edition 60 | 2026 — The New Unit of Risk Is an Action

Amir Kabir, MP @ Overlook Ventures

As autonomous systems and AI agents make real-time decisions without human intermediaries, traditional insurance underwriting breaks down. A new model—trace-economic underwriting using AI telemetry and parametric triggers—could price individual actions, forcing founders to build systems that are fundamentally insurable.

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Topics: Insurance · AI (Horizontal) · Robotics

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