At the recent Semafor World Economy summit, held against the backdrop of the World Bank and IMF Spring Meetings, the air was thick with a new kind of systemic risk. This wasn’t about subprime mortgages or sovereign debt; it was about Agentic AI, models that don’t just answer questions, but act on the world.
Jack
Markets have recently been experiencing heightened volatility and credit availability has tightened, which has placed valuation practices under unusual pressure from regulators and investors. The events of the past several years, including rising interest rates, geopolitical turmoil and the impacts of artificial intelligence tools, among other issues, have amplified the inherent challenges of valuing illiquid
One of the interesting features of the rise of AI has been the advent of “AI-and” businesses – that is, businesses whose strategy is to apply AI tools to traditional business models. When “AI-and” business results fall short, securities litigation has sometimes followed. In the latest example of this kind of litigation, earlier this week
A New Risk Landscape for AI Infrastructure
Escalating tensions involving Iran—including maritime incidents affecting oil transport and alleged cyber and physical targeting of digital infrastructure in the Middle East—highlight a growing and underappreciated risk for AI-driven data centers: disruption that originates far beyond the insured’s own operations. These developments are not occurring in a vacuum.
On March 20, 2026, the White House released its National Policy Framework for Artificial Intelligence. This Framework contains a sweeping set of legislative recommendations intended to establish a coherent, nationally unified approach to AI governance. While the Framework does not itself create binding legal obligations, it is likely to shape federal AI legislation in
In my time as a technologist and futurist, I’ve seen plenty of disruptions. In the past that’s code for a slightly faster spreadsheet. But today, we are talking about a shift that feels less like a software update and more like a biological evolution of the enterprise.
We’ve moved past the era where AI was
In the following guest post, James Sterling, Claims Counsel, Euclid Financial & Professional Risks, and Mike Newham, Partner, RPC, consider the economic and underwriting risks associated with the private credit markets. A version of this article previously was published on LinkedIn and on Euclid’s website. My thanks to James and Mike
For decades, we viewed the internet as the ultimate frontier of human connection, a vast, digital nervous system connecting billions of minds. We believed that more content meant more knowledge, and more connectivity meant more truth. But as we stand in 2026, the mirror has cracked. The “Dead Internet Theory,” once a fringe conspiracy whispered
On March 13, 2026, President Trump signed an executive order titled “Promoting Access to Mortgage Credit,” directing federal financial regulators to consider a broad set of revisions to the mortgage regulatory framework. The order is the most comprehensive signal to date that the administration intends to revisit core elements of the post-Dodd-Frank compliance
If you’ve spent the last decade in the blockchain space, you’ve likely been lulled into a comfortable sense of “Quantum Procrastination.” The prevailing wisdom was that a Cryptographically Relevant Quantum Computer (CRQC) was a “2040-something” problem, a massive engineering hurdle requiring tens of millions of physical qubits that felt more like science fiction than a