Max Levchin
14 statements across 2 episodes · 7 bullish · 2 bearish · 1 people on the record · first statement Jan 2, 2019 by Max Levchin · said 3 times in 2 episodes since 2019 · across every show →
On the record as a speaker too: Max Levchin's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Peter Thiel (1), Marc Andreessen (1), Keith Rabois (1)
tap a year for its mentions
2025 1 mention in 1 episode
2019 2 mentions in 1 episode
Everything said about Max Levchin, oldest first
Jan 2, 2019
Jan 2, 2019 bullish
Levchin: Affirm is competing to become consumers' primary financial advisor
“We're certainly in competition for that, the opportunity there is not just to be the thing that's in your head and you're using it every day, but the thing that in your head that you know is your trusted advisor is actually your helper.”
Jan 2, 2019 neutral
Jan 2, 2019 bullish
Levchin: Modern fintechs will replace traditional banks for direct deposits
“There's definitely going to be several probably winners that take the spot in your brain that belongs to Wells Fargo for your parents, the sort of a place where your money goes into a direct deposit account of some sort that takes care of your billing mostly a…”
Sep 3, 2026 bearish
Sep 3, 2026
Levchin: Seeing peers' human vulnerabilities inspired PayPal alumni to pursue massive ideas
“So if you know kind of the true base version of who we all are, as you watch one of these people go for something really big, like Elon Taking humanity to Mars, which is extraordinary. And yet, you know, he's a human being. Like, I've seen him sweaty and tired…”
Sep 3, 2026 positive
Levchin: PayPal deliberately selected and hired future startup founders by design
“As we were interviewing, certainly the early team and even the later team,
We kept on selecting for entrepreneurs. We would ask, like, one of the stock questions I would ask was, so what are you going to do after PayPal? And the answer that I welcomed the most…”
Sep 3, 2026
Sep 3, 2026 bullish
Levchin: AI agents may finally replace the credit card interface
“This notion of sort of the best user interface ever created is the credit card. This may actually be finally up for renegotiation because agents are in fact smarter than pieces of plastic and even pieces of plastic with rewritable chips.”
Sep 3, 2026 bearish
Levchin: Revenue opportunity in B2B financing is lower than consumer lending
“There, there's some healthy businesses these days in both accounts, payable financing and accounts receivable financing. So it's not, This is, it's not a bad idea, but the revenue opportunity, despite being an unregulated lending space, is seemingly lower than…”
Sep 3, 2026 positive
Levchin: Instacart grocery delivery is already 100% agentic commerce
“Grocery shopping is 100% agentic, like, for anyone who uses Instacart. Like, you tell your Instacart shopper, go bring me milk. You don't think twice when they say, oh yeah, you wanted whole milk from Organic Valley, but I found some other brand, and here it i…”
Sep 3, 2026 positive
Levchin: Up-funnel Affirm installment options drove a 30% conversion increase at Beautylish
“And the only difference that Beautylish Did as they implemented Expedite, I think by then it may have already, I think it was named the firm by then, was that they told their shoppers up funnel basically as they were selecting their shampoos and perfumes that …”
Sep 3, 2026 bullish
Sep 3, 2026 neutral
Levchin: Affirm's original goal was building a credit score, not lending
“As a person recovering from doing lots of machine learning in the service of social media, which was, you know, good and well, but wasn't really what I was meant to do, and lusting for the days of doing machine learning to fight fraud, my MO was, I just want t…”