Samer Taleb

Strategy | Finance | Investment | M&A | Transformation

[Samer Taleb @sstales]

It was great attending a chat with OpenAI CEO Sam Altman at IE University. Sam highlighted ChatGPT as "the most enabling technology that humanity has ever seen" and calls for its regulation to reduce risks. #AI #ChatGPT #Regulation #FutureOfWork #IE

https://t.co/2FqH2OdzbK

[Samer Taleb @sstales]

@susant121 Bravo

[AXA @AXA]

🎬 Why does #AXA innovate? Find out with Jiaqi, Anne, Nicolas and Secil! 🚀

💡 @AXA_Partners @AXAVentures @AXANext

#innovation #insurer #customerexperience #health #climate #insurtech

[Samer Taleb @sstales]

FT Partners #InsurTech report on comprehensive coverage of key industry trends is worth a read.

Every component of the insurance value chain from marketing to underwriting to sales and claims is in the process of being revolutionized: https://t.co/30IEX1McaN

[Samer Taleb @sstales]

Airbyte raises Series B capital at effectively infinite multiples! The multiples valuation model is more or less broken in VC!

#VC #investing #Airbyte https://t.co/NlBVNLctsB

[Samer Taleb @sstales]

A more concrete way to discuss #inflation than typical #cpi measure is to look at the evolution of #prices in various categories.

It is striking to see #education #healthcare #housing and #food price increases outstripped #wage increase over the past couple of decades.

[Samer Taleb @sstales]

#AXADays2021

#Backtogether with AXA colleagues worldwide, both digitally and in person to celebrate our achievements for the first year of the #DrivingProgress2023 strategy.

We’re #OneAXA despite all challenges.

[Samer Taleb @sstales]

Goldman Sachs, Citigroup, and JPMorgan are investing in fintech to future-proof their businesses. A great visual on their investments between 2010 and 2020.

#fintech #investing

[Samer Taleb @sstales]

Economic debate has been heating up for a few weeks in markets and the academic world about inflation. Three camps that debate not whether inflation is imminante but whether it will be transitory, irritating or troubling. #inflation #economy

https://t.co/X5PevM7won

[Samer Taleb @sstales]

Interesting report by CB Insights on #CVC going big on mega round funding reaching record high as CVC-backed funding soared to an all-time high of $73.1B in 2020, increasing 24% from 2019

#corporateventurecapital #venturecapital #investing #startups

https://t.co/4PFL3QLBnu

[Samer Taleb @sstales]

FT Partners annual Almanac of insurtech investment, M&A and IPO activity.

https://t.co/mFbYkBBFKs

#insurtech #mergersandacquistions #IPO

[Samer Taleb @sstales]

Interesting report from BCG on Digital Banking.

Key takeaways:
1. The risk of 'not doing' is not well factored into the business cases.
2. New challengers are getting better at using partnerships.
3. Leadership deep tech knowledge is under appreciated

https://t.co/TtcPMPIFsE

[Samer Taleb @sstales]

The spread between the 2- and 10-year yields is rising to reach 114 bps, a number I have not seen since Feb 2017. The market foresees an environment of stronger growth or higher inflation while interest rate increases by the Fed will stay muted. #economy #interestrates #inflation

[Samer Taleb @sstales]

VC industry is about home runs, Average returns has not outperformed the general market, To return 12% over a 10 year period means a 3x, top decile of managers make most of the returns, funds are dependent on 1/10 exit. #finance #investing #vcfunding #VCS
https://t.co/bLHTk7Yd1z

[Samer Taleb @sstales]

According to @Gartner most business leaders expect revenue to return to or exceed 2019 levels. CFOs are key drivers in a range of critical issues and the culminate in 10 digital imperatives.

#finance #digitaltransformaton #digital

[WheatNOil @WheatNOil]

The mRNA vaccines (Pfizer and Moderna) are kind of brilliant at a science level. I’ve had a few people in my real non-Twitter life ask me to explain how it works so I’m going to try my best here in this thread while I’m waiting for a patient to show.

[ian bremmer @ianbremmer]

“We believe in the Enlightenment, and women have the same rights as men. People who think otherwise, let them do it somewhere else, not on French soil.” - President Emmanuel Macron
https://t.co/FkPb0CJBlW

[Romain Afflelou @RAFFLELOU]

Join me today at 6pm for our new @CosmoConnected webinar to talk with @Dibenmansour from @BirdRide and @sstales from @AXALab to discuss how these companies react during #Covid_19 and prepare the future!

[Samer Taleb @sstales]

COVID-19 Update: The drop in activity, the shape of recovery https://t.co/IicX9X0Jq9

[Samer Taleb @sstales]

"A key principle for a virtual insurer is to ensure that virtual is permeating all units and processes of the company" — @f_bisbjerg, ITL

#Insurance #Innovation #DigitalTransformation https://t.co/csOU0KiisO