Rob Goldstein discusses finance megatrends, AI and private markets

11 articles · Updated · Bloomberg · Apr 30

In an Odd Lots interview, the BlackRock COO outlined the firm's early technology history and the development of its Aladdin risk-management platform.
He said BlackRock is navigating its dual role as both a user of AI and a major provider, while assessing token consumption, compute constraints and a potential "SaaSpocalypse."
The discussion framed BlackRock, the world's biggest asset manager, as a case study in long-running shifts reshaping finance, including the rise of asset managers, technology and private markets.

How will tokenization truly change private market access for the average retail investor?

Can the AI industry's massive power demand be met without causing an energy crisis?

As BlackRock champions private markets, are public stock markets losing their relevance?

If traditional bonds are a 'mirage,' how should investors actually diversify portfolios now?

With AI replacing software seats, what is the real future of human office work?

Is the 'SaaSpocalypse' a permanent industry shift or just a temporary market overreaction?