Max Levchin, Affirm

Goldman Sachs execution head on rates: "the ten year yield hit 5.5% before Halloween"

11 calls: Why 3Fourteen went back to overweight equities, where PIMCO finds a 7.5% yield, and why Affirm's CEO says it never cut staff to buy AI tokens

17 hrs ago • The Scuttlebutt

Max Levchin: the Affirm consumer is healthy but stretching budgets, the bank charter is still in process, and a new innovation lab is aimed…

Eleven quarters of 30-plus percent growth, a year of consistent profitability, why Affirm declines to finance a subscription, and a Shopify deal taking…

Aug 29 • The Scuttlebutt

Max Levchin: Affirm has grown 30%-plus for 11 straight quarters, why rate moves barely dent its book, and why he says the consumer is still…

Plus a San Francisco judge ruling the Pentagon violated Anthropic's First Amendment rights, Meta's $18 billion child-safety settlement, and The…

Aug 29 • The Scuttlebutt

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