As $LMND was down yesterday, it's a good day to discuss bear arguments. One I've been considering, especially with big AI advances, is: "What's the chance Lemonade's automation lead disappears as AI gets more capable, and traditional insurance companies simply use $PATH's

$LMND 🍋 📉📈

The biggest insurers win through cross-selling. More policies per customer = higher retention, better pricing, and compounding premium growth. With Car set to be feature-complete this year, the flywheel only gets stronger. $LMND 🍋

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Reminder; Lemonade management to meet with Oppenheimer November 17-18. Potential interest, accumulation, then re-rating? Meanwhile, M Burry & Thiel sell. Talk of an AI bubble. Potential market freak- out? Hmmm. What to do? 🤣 msn.com/en-us/money/ot…

LMND's Best Earnings Ever! Jake Browatzke 🚀 Watch on YouTube: youtube.com/shorts/zTgihrU…

$LMND

Buckle up 👀🍋

Yesterday I chatted with Shanee, one of our lead LoCo engineers. She estimates that with our agentic tooling stack (Lemonade MCP, Cursor Rules, Agentic Playbooks, Repo Contexts) she's now coding 6x faster than before. Side note: she was really fast before.

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Recommended watch for any $LMND investors.

🚀 After a Decade of Observation, an Insurance Veteran Takes a New Look at $LMND : Translation: Having worked in the insurance industry for decades after transitioning from engineering, I have witnessed Lemonade grow from initially offering only $5 renters' insurance and

New Video: Get ready to Buckle Up for $LMND Q4 and 2026 (YouTube link below)

Meet the Lemonade Timeline - One of our secret weapons, kept under covers… until now. We started working on its foundations 10 years ago, before we wrote a single line of insurance code, and it has since become a core component of our Bionics Platform and Blender. 🧵>>

Love the updates, Shai🍋💛

In the AI era, tech-forward companies win. Those who question everything, break problems to first principles, and build optimal solutions from scratch. That’s why Lemonade stands out—no legacy habits, just pure engineering mindset and reinvention. It’s in their DNA. $LMND 🍋🤖