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Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years

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February 2, 2026

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a16z general partner David Haber spoke with Goldman Sachs CEO David Solomon and a16z cofounder Ben Horowitz on the current macro environment, enterprise AI adoption, and crypto and AI policy. Solomon describes what he calls the "sweetest spot" he's seen in 40 years and explains Goldman's "One GS 3.0" initiative to reimagine core processes with AI. Horowitz discusses why "leads aren't what they once were" in AI and how a16z grew from a startup VC to capturing 18% of all US venture capital.

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see

Guests & Subjects Covered

Ben Horowitz and David SolomonDavid HaberBen HorowitzGoldman's One GSAI HorowitzGoldman's EvolutionPublic CompanyTop Tier

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