Tesla’s FSD insurance could pose competitive risk to Lemonade: Jefferies

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Reinsurance News - Mar 20, 2026

Tesla Insurance’s Full Self-Driving (FSD) pricing poses a potential competitive risk to Lemonade’s auto insurance ambitions as its model scales, with pricing based on how the car performs in FSD through its Safety Score, potentially offering better rates, according to analysts at Jefferies. Recent f...

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