adb

ny, ddmf, excel monkey

[adb @fudc02]

agent2agent distribution to have more bespoke coverage etc to match real time risk profiles; customer lifetimes potentially collapsing. personal agents having better understanding of policyholder risk profiles and reversing data advantage on the insurance cos.

[adb @fudc02]

insurance about to be incredibly disrupted w/ personal agents reducing friction to churn off policies. pinging carrier apis, retention discounts etc and micro negotiations.

now policyholders are active shoppers 24/7 for insurance… match rate or lose customers.

[adb @fudc02]

china can be next market for major youth sports investments. well primed for american pay-to-play model.

[adb @fudc02]

v cool baldwin deal, new era “insurtech” but backed by 10x engineers

[b @saggyboobs]

january me would not believe the fucking life
i have lived this year

[adb @fudc02]

@GothamCapital_ only could confirm one from group, know of other early departures across firms

[adb @fudc02]

@DavidPawlan fb

[adb @fudc02]

bring back commonplace books instead of notes app

[adb @fudc02]

hong kong to nyc / boston flights are Wasian territory

[adb @fudc02]

GAMSUNG Corporation, which develops Snow Peak Apparel, signed a strategic partnership with Chinese golfwear company Beinlefen (比音勒芬) too

[Michael Brandt @MichaelDBrandt]

TIL Arcteryx is owned by Anta Sports, headquartered in Jinjiang, China.

[adb @fudc02]

gym, writing, vibe coding, photography, cooking — all good outputs to fix one’s creation consumption ratio

[sley @sley_Xk]

ever meet someone so incredible you start working on yourself?

[Mads @europemaxxed]

The spiritual moment when you go out to eat alone at night in another country

[kristen shaughnessy @kshaughnessy2]

“Chinese quant fund Ubiquant unveils code LLMs, rivals OpenAI”

“Beijing-based Ubiquant has announced a family of open-source, code-focused large language models (LLMs) that it says rival leading US systems in benchmark tests.

Ubiquant, one of China’s largest quantitative trading funds, reported that its IQuest-Coder-V1 models performed on par with or better than OpenAI’s GPT-5.1, and Anthropic’s Claude Sonnet 4.5, in several programming benchmarks, despite having fewer parameters…”

https://t.co/aWI08e7ser

[Deedy @deedydas]

2026: A new AI lab out of China claims 81.4% on SWE-Bench-V and 54.2% on BigCodeBench with a 40B coding LLM.

IQuest Labs, like DeepSeek, comes from a quant fund Ubiquant in China with $8B AUM.

Jian Yang, the leading contributor, seems to have been on the Qwen2/3 team as well!

[Alexis Ohanian 🗽 @alexisohanian]

Every investor wants to talk women’s sports now.
Six years ago, most wouldn’t return the email.

That’s the difference between conviction and consensus.

[adb @fudc02]

blackrock office looks like tsa today…

[adb @fudc02]

@cory !!