Speakerguest

Max Levchin

@mlevchin / appears on tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn

calls2traced speaker calls

avg P&L+20.0%per call

win rate100%resolved calls

total P&L+40.0%expert engine

Verified record

58credibility1 resolved

win rate100%1W · 0L

resolved1settled on TRACE

scored calls2published & scoreable

Speaker record

[88:59]longOPENAItbpn

Code generation has objective evals, so AI coding loops itself better; the lab owning that loop compounds in value.

Whereas I think you're probably looking at some of this more non-deterministic work saying like, hey, you can play around with it, but maybe you don't have budget.

+22.41%open horizon

[73:07]longAFRMtbpn

Affirm guides to $100B GMV doubling at 25% annual compounding with a raised profit floor

all right, so we're going to grow to $100 billion of GMV. We're just in the range of touching 50. We're going to double. And we're going to do this by compounding at 25% every year.

+36.39%the next 3 years

Agent-readable speaker

{
  "type": "trace.speaker",
  "handle": "mlevchin",
  "name": "Max Levchin",
   [
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    
  ],
   {
     
  }
}

AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.