Upstart CFO Sanjay Datta in Conversation with Henry Invests Round 2 (February 2025)
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摘要
Join Henry Invests as he sits down with Sanjay Datta, CFO of Upstart, to once again discuss the company’s financial performance, strategic direction, and insights into the future of AI-driven lending. The Upstart comeback story is here. This Q&A was conducted February 13, 2025.
(0:00) Introduction
(0:38) Upstart Comeback Story
(1:47) Model 19 & AI Advancements
(4:05) Risk Sharing Agreements
(6:59) Upstart Auto
(9:06) Mortgage Lending Plans
(11:44) Tariffs & Credit Cards
(14:03) Crypto
(15:18) Operating Leverage
(18:23) Upstart AI Day
(21:07) Yoda Speak? 🤔
(22:14) Mortage Follow Up
(24:02) International Expansion & Acquisitions
(25:44) What is the long-term vision for Upstart?
(28:54) Closing Remarks
Thank you for watching and please follow me on Twitter/X @HenryInvests for more insights and analysis on Upstart.
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