What the money is doing

from Agent Mode AI · host Agent Mode AI

Episode 5 of Agent Mode AI. Abby and Avery walk through AM-118, AM-119, and the vendor-economics section of AM-121 — three institutional capital cohorts reading the same AI risk surface from three different angles, behaving in three different directions, in 2026. Sources cited: - NBIM (Norges Bank Investment Management) governance documentation, 2015-2026 - CalPERS investment policy publications - Lloyd's of London Futureset systemic-risk programme - Munich Re Cyber Insurance Risk Report 2024-2026 - Swiss Re Institute sigma research 2025 - ServiceNow Q1 FY26 10-Q (SEC EDGAR filing) - Datadog Q3 FY25 10-Q (AI-native cohort disclosure) Claims tracked: - AM-118 — The AI policy void at major pension funds — agentmodeai.com/holding/?claim=AM-118 - AM-119 — Reinsurance market AI tail risk pricing — agentmodeai.com/holding/?claim=AM-119 - AM-121 — AI in IT operations reality check — agentmodeai.com/holding/?claim=AM-121 Newsletter and the full Holding-up ledger: agentmodeai.com

Episode metadata supplied by the publisher feed · Published May 3, 2026

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Three institutional capital allocators reading the same AI risk surface and behaving differently. AM-118: pension funds and sovereign wealth funds publishing nothing. AM-119: reinsurance market actively repricing AI tail risk. AM-121: SaaS incumbents cele

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What the money is doing

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This episode was published on May 3, 2026.

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