25 January 2026 | 9:11PM EST Equity Research Tesla Inc. (TSLA): Lemonade offering lower pricing for using FSD - putting that into context with broader insurance costs; plus update on Will Bryant +1(212)934-4705 | will.bryant@gs.com Goldman Sachs & Co. LLC Aman Gupta +1(212)357-1549 | aman.s.gupta@gs.com Goldman Sachs & Co. LLC Key investor debates on Tesla's FSD, robotaxi, and auto businesses often center on whether Tesla's approach to AI and car technology (e.g. an end-to-end approach to AI, data access fr ...

Key Points Lemonade launched an insurance plan offering 50% discounts on miles driven with Tesla's autopilot engaged. CEO Shai Wininger first floated the Tesla FSD discount idea on X in October 2025. Lemonade is betting that self-driving cars really are safer; if they're not, the company faces significant risk. 10 stocks we like better than Lemonade › Lemonade's (NYSE: LMND) stock chart took a sweet turn on Thursday morning, rising to a 4-year peak after a morning-session jump of 17%. The top gai ...