Max Levchin
speaker
2,409 appearances
6 recordings
3 series
first heard Feb 2025
last heard 2d ago
Max Levchin’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Feb 2026 with 2.
Appearances
How much of that was show versus tell?
How did you think about communicating to investors through that?
How important was the investor communication versus just continuing to deliver on the actual metrics?
As you're confronted with one of these, like, oh, there's a new narrative,
How do you, what's your playbook for actually working with investors to get them comfortable?
Yeah.
I think we've talked about the history of the effective interest rates on a firm, but we're now in a new regime and the fear is not higher rates, it's higher inflation.
And so are you...
Do you already have an intuitive sense of how a different inflation regime or different inflation environment will affect a firm?
Are you confident?
How do you think about the relationship between inflation and the business?
Also, if you're getting $10 in two years and it's worth less, that should have an effect.
But how is it actually playing out?
are you expecting token costs to be like an important line item in the P&L going forward?
Like we've seen, because there's so many stories of a lot of code written by AI.
Sometimes that moves the needle.
Sometimes you're just sort of doing what you needed to do and doing it more efficiently or faster.
But at the same time, if you get hit with like a billion dollar token bill in a year, that might be material.
And so you start having to do, and it feels like we're at the early innings of,
ROI calculations.
Showing 821–840 of 2,409 · page 42 of 121
← Previous
Next →