PERSON DIRECTORY
David Haber
David Haber appears in 9 indexed conversations across The a16z Show. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
The $1 Trillion Firm That Refuses The Private Equity Label | a16z
Apollo’s slightly-over-$1 trillion platform is 80% investment-grade credit, making origination capacity—not available capital—the binding constraint on growth.Daily estimated valuations for private investment-grade products by June 30 and all credit by the end of September could widen access as $800 billion of 2026 capex from four public companies tests financing capacity.
Building Blackstone, Backing Costco, and Working with Munger | Tony James on The a16z Show
Tony James’s compounding playbook paired early S-curve positioning with operating discipline, from DLJ using leveraged buyouts to “buy clients we couldn’t actually win competitively” to Blackstone increasing market value about 170-fold while fund IRRs improved.Costco shows the customer moat in practice—if sourcing saves a nickel, “100% of that nickel gets lower prices”—while James sees a private-credit correction ahead and favors seasoned assets through co-investments and continuation vehicles.
The AI Opportunity that goes beyond Models
Alex RampellJen KhaDavid HaberAnish Acharya
AI is becoming a full software cycle atop smartphones and cloud infrastructure, with roughly 15% of adults globally using ChatGPT weekly.Greenfield systems and labor automation offer the cleanest openings, while Salient’s 50% collection lift favors revenue creation over savings-only pitches.Durability depends on owning workflows and private outcome data as models commoditize and incumbents monetize installed distribution.
How AI Will Transform Fintech In 2026
Fintech is entering an early-to-mid-spring cycle where survivors are expanding from digital access into cash-flow underwriting, embedded finance, fraud controls, and full-stack products.AI’s clearest institutional opportunity is software that performs compliance, servicing, treasury, and trading work, while consumer agents still face a trust barrier around unexplained money movement.Fraud is growing 18% to 20% annually as AI accelerates adversaries, making Plaid’s cross-network Protect and Lens Score important 2026 catalysts amid unresolved defensive challenges.
How AI is Reshaping Labor Markets: A $Trillion-Dollar Opportunity Explained
Alex RampellDavid HaberAngela Strange
AI agents shift software’s addressable budget from recording work to performing it, with US registered nurses alone representing more than $600 billion in annual wages versus under $600 billion for the entire worldwide software market.Per-seat incumbents such as Salesforce and Zendesk must reprice around outcomes or risk losing most seat revenue, while startups can enter through messy inboxes and build defensibility through workflow ownership, integrations, and systems of record.