David Haber

I guess, what do you see as the opportunities kind of between, you know, our two firms?

It's nice to hear you say that.

I mean, again, people ask, it's like, are you Silicon Valley or are you Wall Street or are you an entrepreneur, investor, or an operator?

I think the answer should just be yes.

Like if it's too easily bucketed, it's too legible.

And again, the opportunity to sort of live at this intersection.

Totally.

You know, a lot of our audience, you know, obviously are entrepreneurs kind of in the tech ecosystem, many of whom maybe haven't had experience working with Apollo yet.

You know, how should entrepreneurs listening to this think about when and how to engage with you?

I'm curious to dig into maybe the value or kind of residual value that you see kind of in this world of AI.

You know, there's been kind of this sass-pocalypse.

You know, you've been saying for months that, you know, a lot of the real problem in direct lending has been overexposure in enterprise software, and that ultimately, you know, AI is going to keep hurting that kind of book of business.

I guess, where are we now, and where do you think we go from here?

I guess even kind of stepping back, you know, as a lender,

You know, how has AI shifted your perspective of, you know, the type of collateral you're willing to lend against or, you know, what sort of predictable cash flows look like, you know, given things are changing so quickly?

So I want to kind of shift the conversation in a slightly different direction, really to moral leadership.

You know, one of the things that I've admired about you is just how passionate you've been about fighting anti-Semitism.

You know, obviously this came to a head after October 7th, you know, and at your alma mater.

I'm curious how you thought about, you know, being so vocal with university leadership kind of in that moment.

Totally.