Marc Rowan

Apollo Global Management co-president Marc Rowan warns that a multi-layered compute shortage is reshaping corporate strategy and market leadership, with constraints emerging simultaneously across GPUs…

Apollo warns that profit margins outside the tech sector show no signs of rising, and the ROI runway for AI investments could be long in capital-intensive, regulated industries. This mismatch between …

Apollo's Marc Rowan told a16z that AI application layer startups can still succeed by avoiding direct competition with OpenAI and Anthropic on horizontal tools like code generation and writing. Rowan …