This podcast episode explores the recent stock performance of Affirm and emphasizes the importance of taking a long-term perspective. The CEO, Max Levchin, discusses the company's strong financials, including their revenue and GNV growth. He attributes their success to relentless execution and the launch of their debit card, which has received strong demand from consumers. Affirm's growth and customer preference for their debit card demonstrate their success in meeting consumer needs. The section also highlights Affirm's focus on providing greater financial control to consumers and their commitment to responsible lending practices. Additionally, the episode discusses the importance of brick and mortar partnerships for Affirm's growth and their plans for expansion into the brick and mortar market.