"Last year, the four largest companies contributed 1% to GDP growth with their $400 billion of spending." In this conversation with Goldman Sachs CEO David Solomon, Ben Horowitz, and David Haber, they cover: - Why the best time to raise money is when no one has money - Why this could be the biggest M&A year in history - What makes the AI supercycle different -  Why some companies are growing at unprecedented rates - AI & crypto policy and more. 00:00 Introduction 02:09 Goldman's evolution from partnership to public company 15:33 "As sweet a spot" as Solomon has seen in 40 years 19:00 M&A outlook: "Whatever the question is, the answer is maybe" 21:33 Why leads aren't what they once were in AI 23:03 Crypto policy: The GENIUS and CLARITY Acts 25:24 AI policy: "Don't regulate math" 28:03 OneGS 3.0: reimagining processes with AI 32:54 Will AI agents change investing? 34:00 Favorite DJ @DavidSolomon @bhorowitz @dhaber(a16z)