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What David Solomon Says About Technology
2 episodes featuring David Solomon on technology
Key Insights on Technology
Labor market health is softening as enterprises pause hiring to evaluate technology integration and automation.
- Goldman Sachs plans to invest heavily in technology, with a $6 billion budget, to enhance productivity and client service capabilities.
- Companies are scaling from zero to over $1 billion in revenue in less than a year, something never seen before in technology
- Goldman Sachs spent $6 billion on technology last year but would have preferred $8 billion - efficiency gains from AI could unlock that additional investment
- AI leads aren't sustainable like traditional software leads - 'if you have proprietary data and enough GPUs, you can solve almost any problem' - Ben Horowitz
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