insurance companies

6 statements across 6 episodes · 4 bullish · 1 bearish · 6 people on the record · first statement Nov 30, 2018 by Angela Strange · across every show →

Everything said about insurance companies, oldest first

Nov 30, 2018 neutral
Assertion Supported
Primary insurers offload catastrophic liabilities to reinsurance companies and retrocessionaires
“Insurance companies offload to reinsurance companies. Then this actually keeps going, that offload to retrocessionaires, and it spreads out even further across the private and even backstopped in some of the public markets.”
Angela Strange Nov 30, 2018 ▶ 5:09 Managing Risk and Uncertainty: The Future of Insurance
Jan 2, 2019 positive
Prediction Not checkable as stated
Paulus: Winning insurance companies will focus on risk prevention over payouts
“And I think that the insurance companies that, that win in the, in, in, in the next century, we will be those insure least and that they pay the most claims or they pay the fewest claims rather, and they're the most preventive.”
Mike Paulus Jan 2, 2019 ▶ 12:50 a16z Podcast | Reinventing Insurance
Jan 9, 2023 bullish
Prediction Held up
Pande: Insurers will use NLP to process AI-generated reimbursement letters
“Eventually someone has to read all those letters. Someone has to validate them, and it's probably, you know, some sort of NLP on the other side.”
Vijay Pande Jan 9, 2023 ▶ 52:12 Expert AI as a Healthcare Superpower
Dec 18, 2024 positive
Assertion Partly supported
Yoo: Insurers are creating dedicated billing codes for AI-assisted visits
“There are some early signs that insurance companies are creating actual billing codes for AI, where they now say that, you know, an AI enabled, you know, visit or an AI enabled diagnostic can now be reimbursed Differentially, and you can get, you know, sort of…”
Julie Yoo Dec 18, 2024 ▶ 17:13 AI: The Ultimate Healthcare Hire
Sep 9, 2025 negative
Assertion Supported
Mark Cuban claims a major health insurer did $161B in intercompany transfers
“One of the biggest insurance companies had a 161 billion dollars of intercompany transfers.”
Mark Cuban Sep 9, 2025 ▶ 26:13 Mark Cuban on the NBA, Cost Plus Drugs, and How to Fix Politics
Jan 26, 2026 bullish
Opinion
George: Insurance Funding Signals Financial Stability for AI Infrastructure
“So maybe there's insurance companies that are kind of backdoor, you know, funding this build out, you know, that's a really good sign for the stability of the build out.”
David George Jan 26, 2026 ▶ 8:59 The Biggest Bottlenecks For AI: Energy & Cooling
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