Lemonade CEO & CFO Interview - OpEx, SBC and More!
Schreiber, alongside incoming CFO Nick Stead, answered investor concerns head-on about operating-expense growth and stock-based compensation dilution at Lemonade.
Daniel Schreiber
Co-founder & CEO, Lemonade, Inc. (LMND)
The CEO view
Israeli-American entrepreneur; previously president of Powermat Technologies.
Podcasts, interviews & articles
5 recorded appearances
2026
Lemonade CEO Daniel Schreiber on Q1 beat: 'Feeling pretty good'
After a Q1 beat, Schreiber argued Lemonade's AI-native stack keeps its cost structure below incumbent insurers as competition intensifies.
How Economies Survive After AI Wins - with Daniel Schreiber
Schreiber laid out his framing that advanced AI is like 'aliens who landed, are super intelligent and willing to work for free', and argued economies need new policy structures for a world where labour is no longer the scarce input.
2025
Lemonade CEO: We're seeing 10 years of AI investments are paying off, creating efficiencies
With shares surging on a Q3 beat, Schreiber attributed the margin improvement to a decade of AI investment now compounding into loss-ratio and headcount efficiency.
Built for the AI Boom: Lemonade Is Racing Ahead of Old Insurance with CEO Daniel Schreiber
With Dan Nathan, Schreiber traced his path from law to founding Lemonade and argued legacy insurers cannot retrofit AI onto their existing claims and underwriting stacks.