Lemonade
company on 10 shows · 13 statements across 10 episodes · said 41 times in 15 episodes since 2019
20VC 15 
Capital Allocators 7 
Lenny's Podcast 2 
We Live to Build 1 
My First Million 1 
the Official SaaStr Podcast 1 
Big Technology 1 
the Y Combinator Startup Podcast 
Sourcery 
the a16z Podcast
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20VC 15Capital Allocators 7Lenny's Podcast 2the Official SaaStr Podcast 1My First Million 1We Live to Build 1Big Technology 1
2025 1 mention in 1 episode
2024 7 mentions in 3 episodes 2 per episode
- Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
- Be fundamentally different, not incrementally better | Jag Duggal (Nubank, Facebook, Google)
- Tom Hulme: Lessons from a 24x Angel Track Record, 275x on Robinhood & Making Billions on Uber |E1150 · 20VC with Harry Stebbings
- every mention in 2024, scene by scene →
2023 1 mention in 1 episode
2022 2 mentions in 2 episodes 1 per episode
- Ranking The Best And Worst Businesses To Start w/ Billionaire Investor Andrew Wilkinson (#386)
- 20VC: 13 of the Great Investing Minds on When to Pay Up vs When To Remain Disciplined and Walk Because the Price is too High: The Ultimate Guide to Price Sensitivity
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2021 9 mentions in 3 episodes 3 per episode
- 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?
- 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
- Brian Halligan, CEO and Co-Founder at HubSpot: The Secrets to $1B ARR ... And Beyond!
- every mention in 2021, scene by scene →
2020 1 mention in 1 episode
2019 7 mentions in 1 episode
every mention on every show, scene by scene, with the transcript →
13 statements about Lemonade, every show
Eyal: Entrée missed investing in Lemonade by forgetting to follow up
“At Lemonade, they had done the A, and I remember I was driving home, and I was speaking to the founder of Lemonade, and we didn't do the A, and I said to him, well, you know, can I give you a, can I give you a safe because we want to be involved with you, we w…”
Eisenberg: Aleph Took Lemonade Public at $60M Revenue
“We took lemonade public with sixty million of revenue.”
Eisenberg prefers founders who are 'net new naive' over market experts
“Oh, net new naive. Net new naive. The fact that Shai and Daniel of Lemonade didn't know anything about insurance, like helped a ton.”
Fintech investors initially passed on Lemonade for lacking insurance experience
“When we first invested in Lemonade, I called a bunch of fintech investors and said, who's the insurance guy? I said, nobody. That's the beauty. So none of them would invest.”
Nubank is larger than Coinbase, Robinhood, Affirm, SoFi, and Lemonade combined
“NewBank is bigger than Coinbase, Robinhood, Affirm, SoFi, and Lemonade combined.”
Hulme: GV invested in Lemonade Series A despite zero insurance experience
“We invested in Lemonade, Series A, wonderful founders. One, Shai, had done Fiverr, product and design guy. Daniel, lawyer, had done hardware, and they were going into insurance. Combined insurance experience between those two? Zero.”
Reyes: Billion Neurons GP Adam invested early in Robinhood, Lemonade, and Stripe
“He invested in Robinhood, in Lemonade, and Stripe very early stage.”
Puri says Chamath hyped Metromile before it sold for a massive loss
“Chamath took Friedberg's company Metromile public through a SPAC and said, Buffett had Geico, I had Metromile, a better business in all these ways. And like, I don't know, less than a year later, Metromile sells for a third of what it went public for you know,…”
Eisenberg: Lemonade proved insurance is fundamentally a technology business
“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.”
Aleph took half of Lemonade's $13 million seed round
“It's a thirteen million dollar seed round. We put six and a half in the term sheet.”
Ariely: Lemonade eliminates insurance conflicts by donating residual claims pools to charity
“So we decided to create an insurance company that takes a fixed amount of profit. When people sign up, they sign up around the charity. So let's say there's a thousand people that sign up around the World Wildlife Fund. They sign up around the World Wildlife F…”
Lemonade pools policyholders by charity to deter claims fraud
“Lemonade collects premiums like every other insurance company. It takes a fixed percentage of those premiums, puts them aside, and that's Lemonade's profit. Then the rest of the money is going to go towards claims. But versus most other insurance companies, th…”
Founders avoid massive fintech simplification opportunities due to operational schlep work
“I think that model, and I'm not saying chatbots aren't the thing here so much as drastic simplification is the thing. The Q and A maybe suggests that a chatbot might be like charming as a way to do it, or like at least unique from a brand perspective. But I th…”