📌 About The Weekly Dose of Risk
Risk is the operating system of the global economy → most people never see the code.
This newsletter is for the ones who want to.
The founders and investors who understand risk structurally not as a liability to hedge, but as infrastructure to build on, will define the next generation of markets. That’s the thesis. Every edition is a proof point.
What you get every week
The Take — a thesis-driven argument on a structural risk theme. A point of view, anchored in data, on where the risk economy is moving and why it matters for capital allocators, founders, and operators.
The Signal — one market signal from the week with my interpretation. A ruling, a report, an event, a market move. What it means, not just what happened.
The Builder — a spotlight on a company solving a hard risk problem, framed around the structural moment that makes it possible now.
Subscribe to get full access to the newsletter and publication archives.
Who reads this
Insurance underwriters and reinsurance analysts connecting their technical domain to macro and capital markets. Hedge fund managers and allocators hunting asymmetric risk. Venture investors looking for the next category before it’s obvious. Founders building in risk, security, cyber, governance, defense, and AI. Engineers designing the systems that price, model, and transfer risk at scale.
And anyone who suspects that the most important infrastructure being built right now sits at the intersection of risk and frontier technology and wants a front-row seat.
Who’s writing this
I’m Amir Kabir, Founding and Managing Partner at Overlook Ventures — an early-stage fund investing in the infrastructure of risk. We invest in the infrastructure of risk across AI, autonomy, and regulated markets.
I was part of the founding team at Munich Re Ventures, where we scaled from $50M to over $1B AUM. General Partner at AV8 Ventures, leading the financial services practice. Venture scout for Kleiner Perkins.
I’ve spent the past decade working alongside founders reimagining how the world measures, manages, and transfers risk — across insurance, cybersecurity, market infrastructure, AI & autonomous systems infrastructure.
Long before Silicon Valley, I was already building: first computer at 14, businesses across Europe before 25. The instinct to find value where others see friction has stayed constant.
This newsletter is where that instinct goes on the page.
The frame
Most financial media treats risk as weather, something that happens to you.
I cover it as infrastructure — something you build on.
That reframe changes which companies get funded, which balance sheets survive, and which founders win.
If you’re building or investing at the edge, you’re in the right place.
→ overlook.vc
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