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Marc Rowan

๐Ÿ‘ค Speaker
676 total appearances

Appearances Over Time

Podcast Appearances

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

But the scale of change

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

is just off the charts.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

And if people who are not as tech-focused are seeing this in their business day to day, you know, I think about how we run the business here.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

Everyone at Apollo can envision how their job they do currently can change with the benefit of AI.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

A handful of people can actually envision when data and software become free, how the business should exist versus how it does exist.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

Well, there's still yet another part of this, which is how do you envision how you start new businesses?

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

The cost of starting a new business, the velocity of starting a new business.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

We've seen more business startups than ever.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

Because challengers now can start from a much different place.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

This is why we're tired as well.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

It's why we're tired, which is we have to be established companies, including companies that are successful like ours.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

We have to be really paranoid about replacement risk.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

But change is taking place faster in places there are a right answer.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

So why do we see coding in software?

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

Because at the end of the day, the AI can check whether the AI is right.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

So the rate of change is a vertical line.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

And that's where we're seeing.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

On the other hand, if you want an answer to what is the best Shakespeare essay, we're seeing improvement.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

But someone has to inform.

The a16z Show
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

There's no right answer.