Max Levchin

speaker

2,409 appearances 6 recordings 3 series first heard Feb 2025 last heard 6d ago

Max Levchin’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Feb 2026 with 2.

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TBPN · Pop Mart: The History & Economics | Max Levchin, Jim Belosic · 29 Aug 2025 podcast

We we said exactly a year ago it'll take us exactly one year to to exit uh with with Gap Profitable and we delivered on that.

Uh user growth accelerated for the sixth quarter in a row.

So it's another really nice result.

Anyway, every metric is anywhere between mid thirties to mid to low forties.

How are you

It's actually a really good question.

Uh so normally, so every quarter I get asked 12 different ways, hey, so what's the standout segment?

Then there's always like, oh, you know, people are really traveling because COVID's over.

So airlines and tickets.

Yep.

And then everybody upgraded their electronics during COVID.

And then it was like a dead lull for electronics for a year and a half.

And then poof electronics, everybody needed a new TV.

So this quarter is special because there's not a single category.

That is like, oh wow, that thing's exploding.

Like literally every category is generally speaking contributing on par with the average or the weighted average.

And

the best explanation I got, which in these things you you think we know everything about American consumers just given our scale.

And we kind of do, but it's also now big enough where

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