StarZero All shows Try the podcast clipper →

Apollo Global Management

also referred to as: apollo

17 statements across 4 episodes · 10 bullish · 1 bearish · 4 people on the record · first statement Aug 23, 2025 by Ben Horowitz · said 46 times in 5 episodes since 2025 · across every show →

Mentions by year

brought up most by David Haber (24), Marc Rowan (13), Gavin Baker (4), Ben Horowitz (3), Packy McCormick (1), Alex Rampell (1)

tap a year for its mentions
0025250420252026episodesmentions
02420252026episodes it came up in
007.5215420252026episodesmentions per episode
2026 43 mentions in 4 episodes 11 per episode
2025 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Apollo Global Management, oldest first

Aug 23, 2025
Assertion Not checkable as stated
Horowitz: Public markets value private equity on fee streams over returns
“The public markets value them on their fee stream much more than on their investment returns.”
Ben Horowitz Aug 23, 2025 ▶ 6:11 Ben Horowitz Shares the a16z Origin Story & Plans for the Future
May 27, 2026 positive
Insight
Rowan: Apollo fires employees for ignoring mistakes, not making bad decisions
“You do not get fired here for making a bad decision. You get fired here for not recognizing it, or not owning it, and not fixing it.”
Marc Rowan May 27, 2026 ▶ 49:17 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
May 27, 2026 bullish
Prediction Open · timeframe Sep 2026
Rowan: Apollo will expand daily valuations across entire credit business by September
“This is about creating an ecosystem, and by the end of September, this will be across the entirety of our credit business.”
Marc Rowan May 27, 2026 ▶ 18:18 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
May 27, 2026 neutral
Insight
Rowan: Alternative asset managers are limited by origination capacity, not capital
“We are not limited ultimately by capital. We are limited by our capacity to create.”
Marc Rowan May 27, 2026 ▶ 14:09 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
May 27, 2026 bullish
Prediction Held up
Rowan: Apollo investment grade private products will offer daily pricing by June
“And so, we're starting with our investment grade private suite of products, and we will be daily estimated value by June 30.”
Marc Rowan May 27, 2026 ▶ 17:55 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
May 27, 2026 bullish
Prediction Not checkable as stated
Rowan: Apollo assumes AI will replace or enhance every job
“We operate under the assumption that every job is going to be replaced or enhanced.”
Marc Rowan May 27, 2026 ▶ 30:04 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
May 27, 2026 neutral
Assertion Supported
Rowan: Apollo Global Management manages over $1 trillion in assets
“The firm today is a little bit over a trillion dollars in assets under management, which is just a measure.”
Marc Rowan May 27, 2026 ▶ 9:09 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
May 27, 2026 bullish
Prediction Held up
Rowan: Apollo is committed to establishing a second headquarters
“But we are committed to a second headquarters. We want access to a second talent pool.”
Marc Rowan May 27, 2026 ▶ 28:39 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
May 27, 2026 positive
Assertion Open · timeframe May 2029
Marc Rowan: Hybrid capital is Apollo's fastest-growing business
“We call that hybrid for us. That's our fastest growing business.”
Marc Rowan May 27, 2026 ▶ 24:13 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
May 27, 2026 neutral
Assertion Supported
Rowan: Credit makes up 80% of Apollo's assets, private equity only 10%
“80% of the assets under management are credit, and the vast majority of that is investment grade. And the other two hundred billion, or 20% of it, half of it is what we call hybrid equity, partner-like equity, and half of it is traditional private equity in a …”
Marc Rowan May 27, 2026 ▶ 9:21 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
May 27, 2026 positive
Disclosure
Marc Rowan: Data centers and chip financing drive Apollo's business
“So if I look at the drivers of our business for this year, it is data centers. It is massive amounts of chip financing.”
Marc Rowan May 27, 2026 ▶ 25:45 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
May 27, 2026
Insight
Rowan: Financial firms die from funding risk or bad assets
“Financial services firms die from one of two causes. Heart attacks or cancer. Heart attack is funding risk. If you lend long and borrow short, you have funding risk.”
Marc Rowan May 27, 2026 ▶ 5:23 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
May 27, 2026 neutral
Disclosure
Rowan: Apollo's climate investment policy permits financing hydrocarbons
“We're gonna make it better, not worse, but if that includes financing hydrocarbons, we're gonna finance hydrocarbons.”
Marc Rowan May 27, 2026 ▶ 44:45 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
May 27, 2026 positive
Disclosure
Rowan: Apollo hires based on individual merit and distance traveled
“We've stuck with the same formula. We hire for merit. Adjusted for distance traveled. And distance traveled is not about your immutable characteristics. It is about you as an individual, not your class, not your group.”
Marc Rowan May 27, 2026 ▶ 43:16 Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z
Jul 29, 2026 negative
Insight
Overtoom: Standard B2B databases like Apollo and LinkedIn fail for SMB sales
“Because if you were to sell to like me, you like find me, you know, in clay and you enrich it with some Apollo data, and then you look me up on LinkedIn, then you know, again, this is the guy that's going to buy my HR system. We can't really do that because Dr…”
Stein Overtoom Jul 29, 2026 ▶ 57:14 “Every small business should run itself” | Lassie with a16z
Aug 31, 2026 positive
Assertion Not checkable as stated
A $50 Billion NVIDIA Data Center Requires Only $15 Billion in Equity
“Like, let's say it's fifty billion dollars. For an Nvidia data center, you need a fifteen billion dollar equity check. Okay. You can finance the other thirty five billion.”
Gavin Baker Aug 31, 2026 ▶ 1:03:08 Why AI Demand Is Outrunning Compute Supply
Aug 31, 2026 bullish
Assertion Not checkable as stated
Private Credit Finances NVIDIA GPU Purchases at Low Cost of Capital
“Particularly if you're buying NVIDIA GPUs to a lesser extent TPUs, you can finance these. And there's a very sophisticated, you know. Yeah, it's a very low cost of capital to finance them today.”
Gavin Baker Aug 31, 2026 ▶ 13:17 Why AI Demand Is Outrunning Compute Supply
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,000 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more