疯狂的 $SPCX，恭喜各位SpaceX股东。对于没买入的朋友，放平心态，是你的就是你的，适合自己的才是最好的，赚认知内的钱。

订了1/4决赛的球票，家门口的世界杯还是得现场凑把热闹

Here we go. The full video with translations for $LMND COO @EcksteinAdina’s interview. BTW, this was done end-to-end in less than 5 minutes by AI: download -->transcription --> subtitle embedding --> X posting. If I can do something like this with zero programming background, imagine how much Lemonade can automate across its business with AI.

AI 在数字世界中的扩张速度是最快的。 最先被重塑的是软件开发和代码生成，而接下来将是越来越多的数字应用场景，如有监督版 FSD，得益于欧盟统一监管框架的推进，欧洲多个国家已在近期相继开放上线，监管层面的关键障碍基本被打通，中国也应该会在今年跟上。而无监督Robotaxi涉及到更高的安全/效率标准，物理世界的运营，大规模劳动力替代，发生速度会更加缓慢难以预测。

Core pricing and UW precision are $LMND true moat, powered by real-world data, matching inputs with outputs. The business is essentially a data engine with 10 years of validation and continuous model improvements. Even frontier labs like OpenAI and Anthropic don’t have data like this. Legacy insurers may have more outputs, but they lack granular inputs due to the burden of broker-based distribution models, also the fragmented systems that do not cross talk. The trillion dollar insurance TAM is worth fighting for, and rise of $LMND is inevitable IMO.

好吧，所以我和老婆账户都喜提1股 $SPCX ，2/700，打发叫花子呢😺

赌场的狂欢？？ $SPCX

搬家后离公司有1个小时车程，幸好有FSD。最近不由自主开始早上偶尔车上电脑办公，回程车里半睡半醒打瞌睡😪 。。。最近Nag的敏感度真的被调低了不少。supervised FSD 正在往 unsupervised 慢慢转换。当然目前过于分心不是好习惯，别学我。

My conservative model tells me that $LMND’s fair value today is $120. When have that kind of margin of safety, we should sleep well even on huge down days. Not financial advice.

惊喜的发现，最近FSD乱绕路的情况已经大幅改善

Insurance sounds boring, but it's inherently a compounding machine. Bill Ackman at All-In: The vast majority of the value Warren Buffett built at Berkshire Hathaway came through its insurance operations. It's interesting that Bill wants to build a "Berkshire 2.0" by building a highly profitable insurance company. youtube.com/watch?v=_TJFqEhx…

My first day with my dashboard of Tesla FSD 50% discount with Lemonade You can track your miles on a daily basis and get half price on the FSD miles. Tesla x Lemonade 🤖🍋

Read books, talk to people & iterate rapidly with hardware & software

Lemonade Autonomous Car is now live in Indiana. @Tesla owners, you’re probably paying too much for your car insurance. Fix it here: tesla.lemonade.com/fsd