person
Chairman and CEO of Goldman Sachs, the global investment bank and financial services firm, leading its strategy and operations.
No evidence-backed relationships are recorded.
Goldman's board has discussed naming John Waldron, holder of an $80 million retention bonus, CEO as soon as next year, the Wall Street Journal reported. The cost still open is keeping four senior executives who would be passed over.
Reality
Goldman Sachs' board has discussed COO John Waldron replacing CEO David Solomon around the end of next year or early 2028, the Wall Street Journal reported. He helped build the strategy he would inherit, though Semafor expects any real change to come on his watch.
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MOUs with six large asset managers aim to mobilize more than $500 billion for AI factories. Nothing is funded yet, but the underwriting model already changes who sets compute prices.
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Citigroup's Jane Fraser describes a global wave of cyber patching. What the record behind it shows is one meeting in Washington, one frontier model release, and disclosures that AI agents have broken into companies.
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Nvidia has lined up six of the largest capital allocators to underwrite AI factories. Buyers of compute now negotiate with a supplier that has a financial position in their buildout.
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Dhaval Joshi says software, silver and semiconductors each boomed and broke in turn as investors kept misjudging who captures AI's value. The rotation is what has kept the selloff from correlating.
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Average S&P 500 chief executive pay rose 21% to a record $22.8 million last year while the average US wage rose 3%. Say on Pay approval went up anyway.
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Wall Street's AI spending has become table stakes, and the disclosure is now about differentiation: who can show a return that a rival with a bigger budget cannot copy.
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