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 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

Parsing it.

Is more and more of a uh spelunting process.

And what what I think is really going on is with hit an inflection point where by now paleator as an industry.

is just such a part of the vernacular of people like, Oh of course I'm gonna pay over time for this thing and I'm gonna use a firm.

I don't have a great like, oh yeah, it's a standout industry X.

Um the only thing that sort of jumped out at me when I was looking through the category results, uh services, like in-home services, things like that.

are really growing nicely.

In part that's because our card, which we launched a couple of years ago, that's growing at 120% year over year.

So it has a sort of its own very, very strong earth curve.

That's a really nice product to pay for things that are not traditionally bought online.

So as an offline tool, it it's just surging really nicely.

So services are kind of a standout story.

But even that is like just distributed across many, many different things.

Uh a little bit.

I I would call it as a I I think a bunch of public company CEOs spoke to this last couple of quarters, uh sort of

pulling forward some purchases people expected, uh, et cetera.

Not a major contributor.

I don't think I could stick a finger there be like that's the the root cause of growth.

So interest rates are certainly an input.

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