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Upstart Q2 Earnings: The AI Company Disrupting The $1 Trillion Lending Market
Simon Erickson and Heather Horton break down Upstart Holdings (NASDAQ:UPST) Q2 2026 earnings, released the day before this live stream. New CEO Paul Gu, one of the company's original co-founders, posted his own recap directly on X just 100 days into the role, a move Simon highlights as a sign the company is finally learning to speak Wall Street's language rather than getting lost in the weeds of its AI credit models. Upstart uses proprietary AI models, drawing on more than 1,000 data points instead of a traditional FICO score, to originate consumer loans in a lending market Simon describes as…
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