A16z
A16z
@a16z·277K subscribers·1.3K videos

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

Posted

May 27, 2026

Views

36,874

Comments

40

Engagement

0.11%

Search the Record

Indexed

Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.

Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.

Try a name, a topic, or a quoted line

Chapters

YouTube Description

as posted by the channel

In 1990, Marc Rowan walked out of Drexel with his belongings in a cardboard box. Within a year, Apollo was managing $6 billion.

David Haber speaks with Marc Rowan, Cofounder, CEO, and Chair of Apollo Global Management, about building Apollo into one of the world’s largest alternative asset managers and how private capital is reshaping the global economy.

The conversation covers the rise of private credit, and why Rowan believes private markets are becoming increasingly central to financing the real economy. They also discuss AI, data centers, robotics, and the growing intersection between venture-backed technology companies and large-scale private financing.

Along the way, they reflect on leadership, institutional culture, and why enduring organizations must adapt rather than protect the status quo.

Timestamps:

Resources:

Follow David Haber on X

Learn more about Apollo Global Management

Stay Updated:

If you enjoyed this episode, be sure to like, subscribe, and share with your friends!

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host

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

Marc RowanDavid HaberMarc Rowan Cofounder CEOApollo Global ManagementDrexel MilkenClean Sheet ThinkingHow Apollo BecameTrillion-Dollar Retirement

Sentinel Indexing in Progress

Metadata and chapters are available. Claim extraction for this episode is pending.

All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.

Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z · A16z · Sentinel