LCB

[MAHA @PPIGCFO]

ITS OFFICIAL! Just changed my car insurance in Florida to $LMND… SAME COVERAGE went from $260 a month to $180 🍋🍋🍋

[LCB @c671168]

@daschreiber @PrestonVictory @Lemonade_Inc Amazing! 10 years is a long time and so much has been achieved! But just the beginning in the grand scheme, and exciting times ahead! Congrats to the team and those who have stuck!

[Paper Bag Investor @PaperBagInvest]

Interesting AI for coding that $LMND is using. Built specifically for direct coding. A fraction of the cost of other AIs (238x cheaper than Claude Fable) and less hallucinations.

“Reinforcement Learning from Human Feedback (RLHF) has led to LLMs that are optimized for human preferences. This has led to models that are superhuman at instruction following, and are what we now call “chat.” Yet RLHF creates inherent issues such as mode dropping, overconfidence, and lack of reliability. These flaws mean that LLMs require humans-in-the-loop.
A New Model
We built a new class of models, System One Models, to be natively used by machines. We’re building with a new architecture, a new sampler, and a new training algorithm: Reinforcement Learning for Calibrated Decisions (RLCD).”

More info here:
https://t.co/6mXlBI4LsA

[Daniel Fe @Leinad7331]

It’s not news to me that Shai and his team move at lightning speed. But man… how old is @typesafeai Jev? 4 days? Holy moly. They don’t waste any time.

For those who do not know what this is:
Jev = ultra-fast AI that doesn’t write text. It answers structured questions (classify / score / true-false) so software can decide instantly. $LMND

[The Asymmetrist @AsymmetryInvest]

Personal opinion: the $LMND team never stops shipping.

Culture is the hardest moat to measure — and the hardest one for competitors to copy.

[Shai Wininger @shai_wininger]

Lemonade OS now runs @typesafeai Jev. For the right use case, it’s really, really fast.

[LCB @c671168]

@PaperBagInvest @anthonyisonline @lemon8felon @bjmtweets I recently watched a 2018 fireside chat with Shai, and he said the most challenging thing with FIVERR was when the company grew so fast they could not capitalise on this rate of growth. Taking what he learned from that, a cautious approach to car growth is beneficial to LMND.

[LCB @c671168]

@anthonyisonline @Lemonade_Inc Growth can come from increasing 1) customer base, 2) premium per customer, 3) geographical expansion of the business. Each one of these alone can result in a strong linear growth. But when combined, exponential growth occurs.

[LCB @c671168]

@bjmtweets He said “at least” 50% reduction in claims. Also, as FSD improves, and as adoption of FSD increases, there will be more and safer FSD cars. This will significantly further reduce number of claims. So if 50% reduction of premium helps to win/delight customers, that’s good right?

[LCB @c671168]

@bjmtweets Just caught the last part of presentation. The TAM for their products are so large that even 10x the current business is still a tiny slice of the pie.

[LCB @c671168]

@elonmusk Lemonade (LMND) insurance offers 50% off for supervised FSD miles driven.

[LCB @c671168]

@arnaudprophecy Why not go all in now?

[Shai Wininger @shai_wininger]

@Lemonade_Inc Renters is now live in Kentucky

[Zach @alphanopoly]

Kentucky renters market is $50-$55M per ChatGPT

[Visionary Investor @Eyeofthemarket]

I’ll be honest, I’ve been an investor in $LMND since ipo and I’ve never seen them deliver so fast. New state after another, can’t even keep up anymore. @Lemonade_Inc team is cooking 🔥

[BigV🚀 @ValerijDaniloff]

$LMND 🐥🚀🍋

[Lemonade @Lemonade_Inc]

Lemonade Renters is now available in Kentucky.

[40% Retired @StepByStep_42]

It does, use $LMND

[Sexylnsurance🍋 @bobliao78104]

The more FSD operations flourish in the long run, the more LMND stands to benefit; premiums would be charged based on mileage—much like electricity or fuel costs—making the model more consumer-friendly.

[LCB @c671168]

@AuditTheHerd @shai_wininger this is a good idea!