
Florian Graillot
May 8, 2026

The first article, published in The Economist, has a look back at Lloyd's financial results. They are better than ever. In that background, the articles explores why they have surged and how much of these trends could last in the medium term. It also highlights challenges the insurance player might face in the near future.
Subscribe to our newsletter:
The second article is an essay Simon Taylor recently published on NeoBanks building their own LLM on banking data. The articles comes back to recent announcement NeoBanks made as they are building their own foundation models based on millions - or even billions - of banking events they manage. Hence, the articles explores the impact such initiatives might have on operations beyond credit scoring or fraud detection which is where Revolut unveiled impact of its own initiative.
The third article is a report CBinsights recently published on the AI industry. As this is about the hottest tech trends nowadays, the report relies on CBinsights' methodology to highlight the players which matter the most. Beyond names, the four categories they are ranked into also say something about how that market is getting structured: enterprise applications, industry applications, infrastructure & compute, physical AI.