Larry Fink
๐ค SpeakerAppearances Over Time
Podcast Appearances
We had so many different people here.
And I think it was that conversation, that spirit that really made it.
I think because of all that everybody wanted to hear, I think Tuesday was just as important.
The conversations we had with Europeans, with Mark Carney, with Emmanuel Macron, they were great, honest, open conversations.
I think Mark Carney delivered an incredible conversation.
I may not have agreed with everything he said.
That's not what we're here for.
We're here to have that conversation.
But I really do believe the openness of those conversations on Tuesday led...
Obviously, to a large conversation with the president of the United States yesterday, and then we had the peace initiative this morning.
But my conversation even Wednesday morning with Jensen on the role of NVIDIA and what does that mean for all of AI?
And, you know, to me, I learned a lot of that conversation.
I don't think there's any uncertainty about AI.
There's no question of hundreds of billions of dollars is needed to build this out.
The CapEx is going to drive more global growth.
How that is going to be dispersed and where it's going to be, it's going to be really dependent on each and every government.
But I sincerely believe there is no bubble in the AI space.
That being said, like in everything else in capitalism, there's going to be some big failures.
We always see a rotation.
And there's going to be some huge winners and some losers.