Apollo CEO Marc Rowan on AI companies staying private

Market Trends & Dynamics - The availability of capital in private markets allows companies to invest for the long term and avoid being driven by quarterly earnings [2] - The future may see large manufacturing consumer companies remaining private [3] - There could be an index of private companies alongside the S&P 500 index [5] Investment Opportunities & Potential Risks - Private markets allow companies to obtain massive amounts of debt and equity to finance their business plans without accessing public markets [2] - Future defense companies are likely to remain private [3] - There is potential for a hundred industrial companies to remain private, offering investment opportunities [4] Regulatory Environment & Market Access - Some suggest democratizing private markets by encouraging companies to go public and reducing regulations around being public [1] - Increased transparency, market making, liquidity, and access in private markets are anticipated [5] - Current administration's steps are seen as potentially leading towards increased access to private markets [5]