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.
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.