David Solomon

We have software exposure, but I'd say it's insignificant in the scale of our overall platform, but it's certainly something that we're monitoring.

I think the narrative over the last week has been a little bit too broad.

There'll be winners and losers, and plenty of companies pivot and do just fine.

I would expect that we'll have something like that will happen that will create somewhere in the year a speed bump or recalibration or slowdown.

And I think there are a bunch of things that you can worry about on that front, certainly geopolitical things and policy issues.

But, you know, I'd also say, you know, what's going on with AI and technology also has the potential to create recalibration.

We have software exposure, but I'd say it's insignificant in the scale of our overall platform, but it's certainly something that we're monitoring.

I think the narrative over the last week has been a little bit too broad.

There'll be winners and losers, and plenty of companies pivot and do just fine.

We have software exposure, but I'd say it's insignificant in the scale of our overall platform, but it's certainly something that we're monitoring.

I think the narrative over the last week has been a little bit too broad.

There'll be winners and losers, and plenty of companies pivot and do just fine.

Thank you for having me.

The podcast finds me in Florida for the day and then on my way to Davos, where I believe Scott is for the next few days.

And so I'll be there.

I'll be there tomorrow morning and certainly should be an interesting week with everything going on in the world.

2025 was a pretty constructive environment for our business, and I actually think 2026 is going to be a pretty constructive environment for our business, too.

There obviously in 2025, there was a speed bump, you know, in April with the launch of the the tariff of the trade policy, which slowed things down and certainly sapped investor confidence for a period of time.

But the macro setup is pretty good.

We can certainly spend some time talking about the macro setup.