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Cusp
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Cusp retweetledi
Lemonade’s Q1 results are 🔥. So much to share, where do I start?
First, get into the AI mood, click this, + volume ⏫
open.spotify.com/track/20HCH8XT… (by @kidfrancescoli)
🚀10th consecutive quarter of accelerating IFP growth
🔥 Topline at $1.33 Billion (IFP +32%)
🔥 Revenue grew 71% to $258M
🔥 Gross Profit increased 159% to $100M
🔥 3.14M Customers
🔥 Adj. Free Cash Flow $17M
Lemonade Pet exploding!
✅ Surpassed $500M top line early in Q2
✅ #1 most searched pet insurance brand in the U.S.
✅ @lemonade_inc is now the 4th largest pet carrier in the U.S.
✅ AI-powered automation drives record claim handling efficiency (LAE: ~4%)
✅ Our data + tech edge lets us lower prices while boosting profitability
Car picking up speed
✅ Now at 60% YoY growth, $214M IFP
✅ Loss ratio improved to 74% (14 pts better YoY)
✅ Autonomous Car for @Tesla FSD conversion rate 70% higher than standard
And more...
↗️ Raising 2026 top & bottom line guidance
↗️ IFP per employee > $1M (3x improvement in 4 years)
↗️ Positive Adj. EBITDA in Q4
↗️ Investor Day in NYC November 17
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This is an article about how the world economy will collapse if the combine harvester is invented, displacing 60% of the worlds jobs.
Citrini@citrini
JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened? citriniresearch.com/p/2028gic
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In the USA in 1943 they produced a film 'Don't be a Sucker' about fascism.
It perfectly explains Nigel Farage, Donald Trump, Elon Musk and the entire Right.
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Chamath does not have a leg to stand on.
He was paid to endorse SPACs that he knew were garbage companies.
At the same time, he promoted himself as this generation's Warren Buffett.
He claimed he was democratizing investor access to early stage companies.
Instead, in almost every case, he left people holding worthless bags while he got paid his promotional commission.
Now he's going after Buffett over information asymmetry?
The same information asymmetry that he leveraged selling companies he knew were garbage as being the next 10 baggers?
The level of smug hypocrisy here is absolutely off the charts.
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Lieu: I believe you just lied under oath.
Bondi: Don't you ever accuse me of a crime.
Lieu: I’m showing you evidence.
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@QualityInvest5 @BillAckman Imagine the panic in this share once Cybercabs start their expansion in mass....value guys looking backward dividing 2 numbers (thinking they are genius)....last one out, switch the lights out!
GIF
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Jensen tonight at the Cisco AI summit on how the market is getting it wrong with Software
Software = tools, AI will be maximally efficient by using the tools (tool use), not reinventing them
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@AlternateJones As a long term $tsla investor I would be very disappointed with this outcome and it would only come about as a result of borderline negligence from Elon towards $tsla
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@AlternateJones This would f@ck over Long term retail shareholders who would lose take over premium (via capital gains tax) and upside of Tesla. Also incentives Musk to crash the price. Any shareholder (esp. retail) promoting this not very intelligent
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I think SpaceX will complete a classic acquisition of Tesla by the end of this year.
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The email screenshot appears in documents released by the House Oversight Committee in November 2025, attributed to Jeffrey Epstein in 2017. Fact-checkers like Snopes and PolitiFact verify it as authentic based on the released files. The Trump administration has called the release a political smear without disputing the email's existence.
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@JoeyBitcoin2 @QualityInvest5 This chart tells you the positioningon the cost curve and why UBER and Waymo be facked LT. Looking at current P/E is retarded
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@JoeyBitcoin2 @QualityInvest5 Tesla currently has a EV of ~1.5Tr…on 30-50X means you need 30-50Bn in profits. If you think in the future Robotaxis, FSD, Autos , Energy and bots will do less than that fair enough. Most Bulls and management clearly believe the numbers will be significantly higher.
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$TSLA fundamentals are a complete disaster, yes, BUT I'd be lying if I said there's isn't SOME stuff to like here:
– FSD $99/mo subscription
– Charging network monetization?
– And of course the energy storage business
A clip from recent video previewing earnings (link in bio)
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@Corballyred Why would any footballer go Real Madrid now? Hopefully Konate and Trent can be seen as examples how Real Madrid treat players who actually tried to help them out. The whole club is rotten!
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Arbeloa telling Trent he’s surplus to requirements isnt surprising.
He’s been found out. Great passer, but a liability elsewhere and massively overrated.
After running down his contract to leave on a free, I wouldn't take him back under any circumstances. We moved on.
Agree?
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The @SECGov, @FINRA, @USCongress, & @NHTSAgov used to care about the "F" word as alleged below. There are twitter accounts linked to $TSLA that describe yesterday's "stunt" as an unsupervised ride. Yet, if 2 cars are supervising the "robotaxi", the claim would appear untrue.
Robert Graham@robertgraham
Musk's fraud is amazing. Last summer, when they started taxis in Austin, they put the safety driver in the PASSENGER seat. There was no technical reason for this, no better data collection, no better safety. It was only about optics and marketing. Now, the safety driver is in a CHASE CAR running behind, so Tesla can produce the image of a driverless car. But the supervision is still there. There is again no benefit to safety or data collection or anything, only marketing, so that they can convince supporters that their tech works unsupervised, when it cannot. If their tech worked as promised, right now, their stock might be worth it. But Waymo's tech has worked for years, and it's getting steadily cheaper. By the time Tesla gets their cheap tech to work, Waymo's will be just as cheap. Tesla's only hope is to keep convincing investors that their tech almost works, that robotaxis are just months away -- year after year.
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