InsurTech weekly - Does tech cannibalize existing markets or unlock new ones ?

_{1/ The product innovation in InsurTech}

The first article is an essay I wrote on 'tech-enabled MGA'. I detail what this means, highlight how data and algorithms could enable startups to innovate in the 'product' section of the value chain. I also connect the dots with 'emerging risks' which might be a massive opportunities for such players and share my investor perspective on why these startups should be capital efficient.

_{2/ The economics of Autonomous Cars}

The second article, published in The Economist, analyzes the impact of autonomous cars on the taxi market in the US. And actually, the number of human drivers and their revenues are up despite Autonomous Cars scaling fast (and accounting already for a significant market share in specific areas !) And beyond the article explores the impact of automation on human workers.

_{3/ Smart AR glasses are booming}

The third article, published in The Verge, explores the booming market of Smart Glasses. As Meta recently unveiled smart & connected AR glasses with in-built screen, the article details the current dynamic in that ecosystem. Beyond that player it lists other initiatives - including many Chinese brands - and highlight Apple might enter that space too !