Lemonade, every mention
5 scenes (2021) · ← back to Lemonade
tap a year for its mentions
every year 2021 anyone Michael Eisenberg 9Harry Stebbings 4Tom Hulme 1Quentin Clark 1
Verbatim, from the transcripts: the passages where Lemonade comes up
20VC: Bill Gurley and Michael Eisenberg on The First Signs of an Impending Bust, What Happens with a Market Crash, How Do Public Markets Impact Private Valuations & The Biggest Lessons from 20 Years Investing in Venture
- ▶ 0:39 Harry Stebbings Michael spent 15 years as part of the Benchmark partnership before co-founding Aleph, one of Israel's leading early-stage funds, with a portfolio including Lemonade, Melio, and HoneyBook, just to name a couple of their unicorns.
20VC: Aleph's Michael Eisenberg on Why Generalists Over Specialists, Why Boutique Smaller Firms Over Multi-Stage Firms, Portfolio Construction Theory, Capital Concentration Limits and How To Think Through Reserve Allocations with Market Cycles in Mind?
- ▶ 14:10 Michael Eisenberg So no one invested in insurance before and called it a tech investment, but lemonade has proven that insurance is really technology at the end of the day.
- ▶ 25:20 Michael Eisenberg Well, Lemony, by the way, is the prime example of this because I introduced Daniel and Shai, the two founders of Lemony. 4 times in the scene
- ▶ 27:48 Harry Stebbings We talked about lemonade and I spoke to Bruce Dunleavy before this
- ▶ 30:37 Harry Stebbings In terms of your investment mindset, I think it's very easy where you have incredible success like one does with lemonade in the insurance space, and then you see new insurance companies today and think the world is paved with gold in…