Upstart $UPST Investors

[video] Thanks for all the support on my $UPST interview with Paul. I spent a lot of time thinking about the questions I wanted to ask him, so I want to unpack some of my thinking. For the first part of the Q&A, I wanted to dive into the significance of Paul's experience in building the

[text] Paul Gu isn't a hired gun brought in to manage a mature business. He is a Peter Thiel Fellowship member who dropped out of Yale, co-founded Upstart at roughly 21 years old, and has spent the last 14 years as the architect of the AI platform itself. He didn't join Upstart, he

[video] $UPST - a few updated thoughts post FOMC: 25bps isn't going to do much given the bond market has front-run the tightening. Look at both the short (2yr) and long (10yr) end of the curve - both are rocketing higher. Higher borrowing costs = higher cost of capital = higher APRs =

[image] Sanjay Datta Morgan Stanley Technology, Media & Telecom Conference Summary $UPST ✏️ 5 Key Takeaways: 1) HELOC funding is running roughly 1 quarter behind Auto. "Have the first couple of HELOC deals in place"🏡 2) Auto recently achieved a product-market fit breakthrough with

[image] This is the difference in my Upstart $UPST interest rate for a $10,000 loan from July 26th to today, August 10th. No $600 origination fee, 25bps lower interest rate - materially lower APR. #UTPI has gone from 50.9 to 52.9 (+3.9%) during this timespan - maybe UMI has come down?

[image] New interview with Sanjay Datta - Upstart's prior CFO and now President and Chief Capital Officer $UPST

[image] There's been a lot of chatter about Upstart $UPST President, Capital & Enterprise (former CFO) Sanjay Datta and his recent 'insider selling' - but the truth is more nuanced. When Upstart went public, the S-1 (registration statement) revealed the outstanding equity awards for the

[image] #UTPI data drop 🙌 happy friday!