Danil

building on the intersection of AI and commercial insurance, first hire @withshepherd

[Danil @danilk]

@brian_a_burns LFG

[Danil @danilk]

@sama Resubscribing!

[Danil @danilk]

Dispatch is awesome and reliable, just replaced ChatGPT in the dock with Claude app.

[Danil @danilk]

@jeffbarg Thinking of building this

[Danil @danilk]

@pratyushbuddiga @DoorDash they forgot to append with “make no mistakes”

[Danil @danilk]

@elvissun Curious if you considered deploying Zoe setup into the cloud instead of being local?
That would solve the memory issue permanently.

What made you stick with localhost?

[Danil @danilk]

4 years ago, before AI was everywhere, in the early days of Shepherd, @MoFromYYZ and I had to make a one-way door decision: buy a PAS or build it ourselves.

Almost every insurtech founder we spoke to said the same thing: DON"T BUILD.

We demoed nearly every major vendor. The price to value ratio wasn't there. So we built.

That original PAS is now Shepherd’s internal operating system. Underwriting, pricing, workflows, risk signals all live in one core system.

Most legacy carriers are still juggling 10+ systems of record. Our entire company works from one.

I’m writing about the decision and what it unlocked in detail here:

https://t.co/XnQjyRCdjg

[Danil @danilk]

The SWE/PM bottleneck is dying in front of our eyes ☠️

Old model:
Idea → PRD → Mock → Implement → Ship.

Now the constraint isn’t coordination. It’s judgment.
I wrote more about this shift in my new blog post:

https://t.co/LAGNQQLpME

[Danil @danilk]

excellent piece on what it's like to deploy production-grade AI in the insurance domain

recommend reading if you want to know how to bridge the gap between AI demos/eval benchmarks and outcomes for your customers

https://t.co/Iu6JGsSprn

[Danil @danilk]

Doing podcasts with your wifey is the most alpha move a man can make this year on X

[Joe Lonsdale @JTLonsdale]

Trigger warning: we love liberty, we love our kids (we have lots of them), we believe in God, and we're fighting for our country.

oh, and we have a lot of successful friends doing the same.

Am a lucky guy, and proud of my amazing wife; great to chat with her with @KatieMiller

[Danil @danilk]

@RajaGhawi Excellent piece - excited for more

[Danil @danilk]

@lexfridman Presideo

[Danil @danilk]

@CGarrett_15 @elonmusk @Tesla New whip ?

[Danil @danilk]

LLM training and inference needs are skyrocketing — and so is energy demand across the United States. Proud to share that Shepherd will be helping insure the next wave of energy infrastructure powering our Great Country 🇺🇸

https://t.co/21devPOYeW

[Danil @danilk]

@AstasiaMyers If the cost of building software (AI Agents, systems of record) goes to 0 over the next X years, at what point would an enterprise be better served building these in-house vs having an AI budget at all?

[Danil @danilk]

long whole milk

[The White House @WhiteHouse]

Make Whole Milk Great Again.🥛

[Danil @danilk]

this

[Pratyush @pratyushbuddiga]

Silicon Valley is already losing the wealth tax debate by arguing that “founders would lose control” or “the golden goose would be gone” or “cut down fraud first.” They’ve lost frame.

No one outside of a tiny population in the SF Bay Area cares about “founders.” No one cares about the golden goose when they’re not directly making money from it. In fact, that’s the whole point, they want to get money from the golden goose. If you’re saying eliminate fraud first, you’re basically agreeing that if there wasn’t fraud, seizing private property is justifiable in a cost-benefit analysis. No one cares that “millionaires are next!” These are all losing arguments.

A wealth tax is anti-American and stands against everything this country was built on. It is downright evil. It fundamentally destroys this country’s competitive advantage and we will be an irrelevant fallen power in the future, just like so many before us. But once you accept the other side’s frame and try to “rationally” argue against it, you’re losing. Fight fire with fire, not irrelevancies that most of the country doesn’t care about. People care about the destruction of the American experiment. Make that case, not a weak pushback that accepts the other side’s frame.

[Pratyush @pratyushbuddiga]

Great read on building an AI-services company.

I work with two (@hanoverpark and @RivetTax) and Danil's lessons apply for anyone looking to build a generational company with this time of business model.

[Danil @danilk]

Very bullish on this, excited to see more folks building in the space.

Insurance should be an efficient market, customers should not be paying 30%+ for procuring an insurance policy.

Can you imagine paying 1/3 of every transaction to Amex/Visa when swiping a card?