Investor & talent leader | Principal of Kanso Capital - Investing on the edge of the physical and agentic world | Poet
Joined December 2010
- Tweets 8,040
- Following 1,386
- Followers 789
- Likes 19,789
245 Photos and videos
Jun 14
This guy is a winner. All time performance.
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Jun 13
The European apology tour about America has started thanks to the World Cup.
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Jun 4
for the record, the cities with billionaires moving there are the ones still thriving: Miami, Austin, Dallas, etc.
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Jun 4
would be pretty weird if Denver was still Texas.
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Craig Steinfeld retweeted
"I am losing precious days. I am degenerating into a machine for making money. I am learning nothing in this trivial world of men. I must break away and get out into the mountains to learn the news."
— John Muir
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Craig Steinfeld retweeted
May 19
Gemini Omni is a major leap in world understanding & multimodal editing! It can take photos, video & audio and build entirely new scenes. Over time it’ll be able to handle any input & any output - starting w/ video
You can even give it your own videos & iterate on your ideas:
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Apr 26
set up a persistent file memory and index store using @obsdmd and @GeminiApp walked me through the whole thing - pulled out some hair but it works now. could have never orchestrated this without #AI as a non-technical person
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Apr 26
Using Obsidian through Drive is like giving my AI agent a digitized, interlinked library with a personal guide.
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Apr 21
while I haven't read the NYT in a while, I love their poetry challenge they have going. everyone should memorize a poem in their lifetime
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Apr 19
If you're not doing your best and fastest work with AI, I think you're using it wrong.
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Craig Steinfeld retweeted
Apr 15
Ralph Waldo Emerson - "Few people know how to take a walk..."
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Craig Steinfeld retweeted
Apr 14
.@mlevchin: "Socialism sucks."
"Take it from somebody who spent his first 16 years under the 'warm embrace of collectivism' as a certain mayor recently put it—socialism sucks."
"The only people who do well in redistribution of wealth are the ones doing redistribution."
"It's fundamentally corrupt. There's not enough bad things I can say about socialism."
Apr 13
BREAKING: Max Levchin (@mlevchin), Co-Founder of PayPal & CEO of @Affirm — HQ Tour
A Masterclass in: Espressos → Big Lebowski → PayPal lessons → Affirm → Economics of AI
The Dude abides.
“The net IQ of the world Is about to go up 50 points”
Result: As intelligence becomes normalized, bad actors & "fine print" companies will get exposed faster.
We cover:
• Capitalism vs the “warm embrace” of socialism
• You can’t perfectly time an IPO
• The best time ever to be a CS CEO
• AI collapsing the cost of intelligence
• Great economic shift underway
Strikes & gutters, ups & downs.
Recorded at Affirm HQ, March 30, 2026
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Max Levchin, Co-Founder & CEO at Affirm
(01:35) Inside Affirm's office espresso bar
(06:46) How the love for espressos started at age 5
(10:30) Truth about bad coffee beans
(13:51) Strava & cycling
(14:56) Meeting Alfred Lin & Tony Hsieh over poker
(21:14) Onboarding 800K Shopify merchants in one week
(22:59) Big Lebowski in every shareholder letter
(32:11) The PayPal lesson that built Affirm
(35:25) Being a technical CEO
(37:57) Why this is the best time to be a technical CEO
(42:10) Should engineers still learn to code?
(44:48) Side quest with AI
(46:59) Companies AI will destroy
(49:46) How AI has changed engineering at Affirm
(50:54) Agentic commerce & DoorDash
(52:28) Devolution of Credit
(55:06) Biggest misconceptions about BNPL
(57:42) Being a public company CEO
(01:07:01) Advice for private companies
(01:11:09) Creating his own economy
(01:14:29) Can AI help solve the $39T debt problem?
(01:16:00) Learnings
(01:17:46) Will average IQ rise or fall?
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