Lou Whiteman

How close they are, when will they get there?

We'll see.

Look, I'm in Atlanta.

I see Waymos buzzing around me all the time.

So I know that Tesla isn't in the lead here.

I don't think it matters who's in the lead.

It's just, can they get there?

And if this gets them a step closer, good for them.

Yes and yes.

I think the long history for automotive is that things that are premium become standard over time, especially with safety.

Look, there are a lot of insurance companies right now that offer big discounts for cars with advanced driver assist systems.

I know, in some cases, it used to be you get your teenager, the beat-up old car,

Nowadays, it's better to get a teenager a new car because the safety systems are so good, your insurance is actually lower.

Part of, I think, what Lemonade and Tesla are doing here is marketing.

I think it's a neat idea.

50% off is better than Tesla was willing to do.

I'm not sure exactly.

Tesla reportedly was losing a lot of money

on their insurance offering, too, which I think is interesting.

I mean, Teslas are expensive to insure, in part because of their supply chain model.