The "buy now and pay later" space is entering new territory. Affirm Holdings (AFRM) announced it's partnering with Booking Holdings (BKNG) travel brands to bring its services to the travelers. Affirm CEO Max Levchin tells Yahoo Finance that travel is "one of the few segments that just keeps growing very, very well," adding the travel business is a "major segment" for the company. When it comes to the consumer, Levchin says he is watching what is happening with the start of student loan repayments. "We think it's not actually going to be a major thing for the U.S. economy. We know it's not going to be a major thing for us, but obviously we are very cautious," Levchin says. "That said, the U.S. consumer has been unbelievably resilient," Levchin adds. On AI, Levchin sees it as "a collection of wonderful opportunities," but does not dismiss the concerns it could have on jobs. Click here for more of Yahoo Finance's coverage from the Goldman Sachs Communacopia + Technology Conference.

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