Bloomberg Talks Affirm CEO Max Levchin Talks Ambitious Path
May 13, 2026
Max Levchin, fintech entrepreneur and CEO of Affirm, who is steering the company through rapid growth and global expansion. He talks about hitting major volume milestones and why $100 billion is the next target. He explains agentic commerce and a Google partnership. He outlines a build-first approach to scaling rather than relying on acquisitions.
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Affirm Hits $50B and Targets $100B
- Affirm is hitting its previous $50 billion gross merchandise volume goal early and is now targeting $100 billion as a new milestone.
- The company plans 25% compounded growth and raising profitability floor from 3% to 3.75% while scaling merchant and consumer reach.
$100B Is A Waypoint Driven By Market Pull
- The $100 billion goal is a waypoint driven by strong market pull from consumers and merchants, not a cap on ambition.
- Inbounds now include consumers signing up outside point-of-sale and merchants recruiting Affirm after seeing competitor lifts.
Affirm Wins During High Consideration Purchases
- Consumers seek Affirm for purchases where clarity and predictable payments matter, making financing a trusted tool during high-consideration buys.
- Examples include bicycles, couches, and espresso machines where users want no surprise fees and clear start/stop dates.