Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

In 1990, Marc Rowan walked out of Drexel with his belongings in a cardboard box. Within a year, Apollo was managing $6 billion. David Haber speaks with Marc Rowan, Cofounder, CEO, and Chair of Apollo Global Management, about building Apollo into one of the world’s largest alternative asset managers and how private capital is reshaping the global economy. The conversation covers the rise of private credit, and why Rowan believes private markets are becoming increasingly central to financing the real economy. They also discuss AI, data centers, robotics, and the growing intersection between venture-backed technology companies and large-scale private financing. Along the way, they reflect on leadership, institutional culture, and why enduring organizations must adapt rather than protect the status quo.

You can listen to Marc Rowan on Private Markets, Software Repricing, and Capital Allocation online on Radio and Podcast. Open the player on this page to stream the available audio.

Marc Rowan on Private Markets, Software Repricing, and Capital Allocation is an episode from a16z Podcast by a16z.

This episode is 00:56:20 long.

This episode was published on May 27, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from a16z Podcast when more episodes are available from the podcast feed.