HeyJaredStructural Signal
Host Kevin Henderson draws on 20+ years of operational experience to map the hidden markets being built on IoT (telematics and sensor) data. Structural Signal lives in the operating layer: the messy middle where data monetization programs succeed or die. structuralsignal.com
- Indexed episodes, last 90 days
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- Aug 20, 2026
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The Exclusion Cycle: Why AI Insurance Repeats Cyber (opens the original)
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AI is entering insurance the same way cyber did a decade ago. It gets written into policies quietly, with no real data behind it, until the claims start coming and the carriers react by excluding the risk. That exclusion opens a gap, and MGAs and specialists move into it faster than the incumbents can price their way back. That prediction comes from Susan Holliday, our first guest, who has watched this exact pattern play out twice from the capital side of the trade. In this episode she explains
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