Chief executive of SoFi since 2018; previously COO at Twitter and investment banker at Goldman Sachs.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
19th consecutive quarter of 40% revenue growth with 30% EBITDA margins; AI cutting engineering squad size from 7 to 4 while maintaining output, plus fraud detection and customer service automation, but earnings held back to sustain long-term revenue growth.