Goldman's David Solomon on AI environment: In a moment where there's more greed than there is fear

• Global equity markets are robust, with ample capital available for AI investments, exemplified by Alphabet's recent $80 billion equity raise.
• Solomon observes a market environment characterized by 'more greed than fear,' encouraging companies to raise capital.
• He anticipates AI will unleash a significant growth moment and productivity boom, creating a 'virtuous flywheel' of investment and monetization, though acknowledging job disruption.

Goldman Sachs CEO David Solomon discusses the availability of capital for the AI build-out, noting robust equity markets and a period of 'more greed than fear.' He believes AI will drive a productivity boom and growth, despite causing job interruptions and dislocation, but not massive structural unemployment.