David Solomon
speaker
1,572 appearances
35 recordings
8 series
first heard Oct 2025
last heard 8 Jul
David Solomon’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 35 in all, peaking in Feb 2026 with 14.
Appearances
And by the way, I think one of the interesting things to think about, this is the first concrete, tangible data point
on investor demand at this scale.
And we have some other things coming up at this kind of scale.
And so this is a very important tangible investor data point.
And I think one of the things that's very helpful to the firm is sitting in the middle of this.
We got a lot of information on how investors are thinking about all this and the others that I think is super, super interesting for us.
But it's unprecedented in its scale.
And it's reflective of the fact that
We now have some of the largest companies in the world that have capital plans over the next five years that are very, very significant.
And they can fund a lot of it with debt.
But I think you're going to see, and Alphabet is the first one to make this decision, I think you're going to see a bunch of them fund a bunch of it with debt, but also raise more equity because they're starting to think about, okay, what does this look like?
It's one thing, what does it look like this year?
But what does it look like over the next five years?
How much capital do we need?
How much debt?
Equity markets are good.
Our multiples are pretty high, given the way the market's responding at the moment.
We've got to think about our leverage going forward.
The capital's available.
And so the analysis is,
Showing 461–480 of 1,572 · page 24 of 79
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