Florian Graillot
May 30, 2025
The first article is a report the BCG put together on the state and future of the reinsurance market. It highlights how this industry has evolved recently, starting with tier-2 players gaining momentum, and lists opportunities these players might have to keep outperforming their insurance peers. This article makes me think of three trends we've observed around reinsurers being a possible core disruptor of the insurance market.
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The second article is an essay from Simon Taylor on how recent updates in eCommerce might impact the payment industry. It heavily relies on Google's recent announcements around shopping and how it is expected to disrupt the check-out point but, to me, it could be expanded to the eCommerce more broadly.
The third article, published on The Verge, summarizes all announcements Google recently made around AI-based feature it would release soon. Almost all its product range got upgrades with AI tools which are expected to revamp the workplace. And overall it seems Google is eventually filling the gap with other Gen AI tools like OpenAI.