“We'll do north of 47, forty eight billion dollars of loans this fiscal year alone.”
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More from Max Levchin
PredictionNot checkable as stated
Constant AI Assistants Will Raise the World's Net IQ by 50 Points
“In general, I think the net IQ of the world is about to go up like 50 points. Like we're surrounded by people, not in Silicon Valley, of course, To quote the Big Lebowski, not a nom, of course. Right. The average IQ is still a hundred. I think the average IQ w…”
Max LevchinApr 13, 2026▶ 1:19:25Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points” · Sourcery with Molly O'Shea
Opinion
DoorDash Is Safe From AI Because Its Moat Is Restaurant Integration
“DoorDash is not important by way of having a great app. It's important because it integrates with all your favorite restaurants. So until OpenClaw can also do things like call every restaurant and negotiate with the owner and install the right kind of tablet a…”
Max LevchinApr 13, 2026▶ 46:38Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points” · Sourcery with Molly O'Shea
PredictionNot checkable as stated
Pure-Play Software Lacking Proprietary Data Will Be Replaced
“I think companies that have built software orally and just sell that software are very vulnerable. Like the bar for quality of software is going up rapidly... If you really hate some piece of software that you're using, And it's just software doesn't have some…”
Max LevchinApr 13, 2026▶ 47:02Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points” · Sourcery with Molly O'Shea
Insight
Long-Term Tech Founders Should Not Fear Down-Round IPO Repricing
“If you're prepared for that journey, if you're ready to take it through the next 1015, 20 years, then it's time to go public. And it doesn't matter if on day one you're below your last private round, the question is where do you end up five years from now, 10 …”
Max LevchinApr 13, 2026▶ 1:10:54Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points” · Sourcery with Molly O'Shea
Opinion
Socialism Is Fundamentally Corrupt While Competitive Capitalism Works Exceedingly Well
“Socialism sucks. It is terrible. The only people who Do well in redistribution of wealth are the ones doing redistribution. Like it's fundamentally corrupt and there's not enough bad things I can say about socialism. So I think capitalism works exceedingly wel…”
Max LevchinApr 13, 2026▶ 1:12:09Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points” · Sourcery with Molly O'Shea
PredictionNot checkable as stated
Consumer AI Will Quickly Flush Out Fine-Print Business Models
“The willingness to put up with random obnoxious things like low quality or crappy terms or products that pretend to be something they're not, like all of that is just gonna get flushed out very quickly. And companies that have business models that are buried i…”
Max LevchinApr 13, 2026▶ 1:20:05Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points” · Sourcery with Molly O'Shea
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