Blackstone
The latest research and outlooks in the ProAllocate library
- Thematics
Ramp Co-Founder and Co-CEO Eric Glyman on AI Adoption, Jobs, and Token Spend
Ramp's Eric Glyman presents proprietary spend data showing heavy AI-adopting firms doubled revenue and hired 12% more staff, while laggards stagnated, challenging fears that AI destroys jobs. Blackstone's Winfield Sickles and Tim Coolican corroborate similar AI-driven productivity and employment gains across Blackstone's portfolio companies.
- Private Markets
Market Views: Compute Scarcity, Higher Rates, and Where We’re Investing
Blackstone's Jon Gray argues AI infrastructure demand still outstrips supply, rejecting bubble fears, while rising rates and AI capital demand push up cost of capital, favouring faster-growing sectors and real assets.
- Private Markets
Moderna’s Dr. Stephen Hoge on AI and the Future of Healthcare
Moderna's Stephen Hoge argues AI is compressing drug-discovery timelines and enabling individualized mRNA-based cancer treatments, though physical and capital constraints still limit how fast innovation translates into therapies. Blackstone executives A.J. Murphy and Winfield Sickles separately discuss resilient M&A activity in energy and defense amid rising rates.
- Thematics
SoftBank CEO Masayoshi Son: Superintelligence, AI Investing, and the Future of Robotics
SoftBank's Masayoshi Son argues superintelligence will arrive within a decade and that AI development should accelerate rather than slow, while Blackstone's Rodney Zemmel and Winfield Sickles describe AI already lifting portfolio-company performance and broader economic growth.
- Thematics
The RealReal CEO Rati Sahi Levesque: Resale, Robots, and the New Luxury Consumer
Blackstone's Christine Anderson interviews The RealReal's Rati Sahi Levesque, who argues luxury resale has become a permanent consumer habit rather than a trend, driven by Gen Z value-seeking and AI-enabled authentication. Blackstone's Martin Brand and David Levine add that agentic AI is reshaping software pricing and e-commerce logistics, while resilient consumer spending persists despite rising bond yields.
- Thematics
Former Google CEO Eric Schmidt: The Road to Superintelligence
Former Google CEO Eric Schmidt argues true superintelligence is likely a decade away, not the two years Silicon Valley expects, citing compute, algorithm and alignment constraints. Blackstone's Gilles Dellaert and Jas Khaira describe surging private credit financing for AI data-center build-outs amid resilient private-credit performance and rising rates.
- Investment Industry
Goldman Sachs President & COO John Waldron: What’s the Real Wall Street Superpower?
Goldman Sachs' John Waldron tells Blackstone's Christine Anderson that AI productivity gains will materialise in 2027, defends private credit as a lending business needing investor education, and calls trust banking's real competitive advantage amid geopolitical uncertainty.
- Thematics
Will Ahmed, WHOOP: Wearables, Sleep and the Future of AI in Healthcare
WHOOP's Will Ahmed argues continuous wearable health data combined with AI will reshape healthcare and predict disease, while Blackstone's Jon Gray defends AI infrastructure investment returns and Winfield Sickles flags inflation, oil and bond-yield pressures ahead of the Fed meeting.
- Private Markets
A Multi-Asset Approach to Private Markets - Blackstone
Blackstone argues that private equity, credit, real estate and infrastructure each serve distinct portfolio roles, and multi-asset private markets solutions can help advisors combine them more effectively for clients.