David Haber

David Haber × Lloyd Blankfein

Finance is adopting AI aggressively, but near-zero error tolerance requires proven and experimental systems to run in parallel—sometimes 50 runs with perfection on the last 49—raising costs before efficiency gains.Opaque software executing 70,000 transactions could scale hidden errors and leverage, making testable reliability, regulation, and public legitimacy key adoption constraints for OpenAI, Anthropic, and other systemically important AI companies.

David Haber × Owen Jennings

Block says Opus 4.6 and Codex 5.3 broke the link between headcount and output, prompting a workforce reduction of slightly more than 40% concentrated in development rather than compliance or sales.Small squads now supervise abundant machine labor, with meetings down 70-80% and Money Bot reduced from roughly 15 people to four plus $2,000 of tokens, while distribution, regulation, network effects, hardware, and proprietary economic data define the emerging moat.

David Haber × David Solomon × Ben Horowitz

David Solomon sees one of the strongest macro setups in his “40-odd years” in markets, combining fiscal expansion, rate cuts, deregulation and an unprecedented capital-investment supercycle.Confidence has shifted M&A from “no” to “maybe,” potentially producing the biggest M&A year in history, while Goldman’s $1.9 trillion balance sheet and $500 billion deposit base frame the scale-and-funding challenge; FTC uncertainty and geopolitical risk remain key variables.