David Solomon

Everything David Solomon said on any show that made the record, most notable first. Each card names its show and opens the statement there.

a16z What-if

Solomon: Goldman Sachs would resemble Lazard without 1999 IPO

“If the firm hadn't gone public in 1999, it would have missed kind of the global expansion of capital markets and probably would look more like, not to pick on anybody, but just to pick any more like Wazard. Today than like Goldman Sachs.”

David Solomon Feb 2, 2026 ▶ 3:47 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years

a16z Prediction Open · timeframe Feb 2027

Solomon: Federal Reserve will likely execute only a couple more rate cuts

“That doesn't mean I think we're going to see many more rate cuts, but we're probably going to see a couple more.”

David Solomon Feb 2, 2026 ▶ 16:53 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years

a16z Opinion

Solomon: Current market setup for financial assets is best in decades

“If you're in our kind of businesses, if you're attached to financial assets, this is as sweet a spot that I've seen.”

David Solomon Feb 2, 2026 ▶ 0:34 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years

a16z Opinion

Solomon: No non-US bank can match top six US banks in global relevance

“I would argue that the six most important financial The global institutions in the US are all US financial institutions, and there is no global institution that can compete in terms of its relevance in the world with the six most important US institutions.”

David Solomon Feb 2, 2026 ▶ 6:29 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years

a16z Prediction Not checkable as stated

Solomon: Goldman Sachs balance sheet must reach $3.5T when JPMorgan hits $6T

“At the moment, JP Morgan has a four and a half trillion dollar balance sheet. When JP Morgan's six, we're gonna have to be at least three and a half. You know, at least three and a half.”

David Solomon Feb 2, 2026 ▶ 7:58 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years

a16z Assertion Partly supported

Solomon: Top four tech spenders drove 1% of GDP growth via $400B capex

“Last year, the four largest companies contributed one percent to GDP growth with their four hundred billion dollars of spending.”

David Solomon Feb 2, 2026 ▶ 17:05 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years

a16z Disclosure

Solomon: Goldman Sachs holds $500B in total deposits, funding 40% of firm

“We've got, you participated in this, a very excellent digital deposit platform that now has, you know, over two hundred billion dollars of deposits, and we've also, we have about five hundred billion dollars of total deposits. 15 years ago, we had zero. So we …”

David Solomon Feb 2, 2026 ▶ 8:33 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years

a16z Insight

Solomon: Enterprise process automation must be driven top-down

“This is hard because you're asking people to go kind of take away their empire and do their empire differently. It's got to be driven top down”

David Solomon Feb 2, 2026 ▶ 32:18 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years

The other half of the tape: David Solomon's own voice is left out of every number here. Other people bring the name up 4 times in 3 episodes across the shows. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Stephanie Cohen 2Marco Argenti 1Aaron Levie 1

Statements about David Solomon, by other people (1)

a16z Assertion Supported

Levie: Goldman Sachs uses AI to draft S-1s in minutes

“David Solomon at Goldman Sachs, Has given this anecdote of they can write now an SEC filing or an S one for an IPO in like a few minutes that used to take a number of analysts, you know, a few days.”

Aaron Levie Jul 14, 2025 ▶ 7:36 Aaron Levie on AI's Enterprise Adoption

Every mention by year

One line per show, most statements first. The link opens David's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
a16zLEDGER	CEO, Goldman Sachs	1	8	0% 0/1	full record on the a16z Podcast →