Goldman Sachs CEO David Solomon told investors that markets are in 'greed' mode as AI companies seek unprecedented funding, suggesting valuations have climbed beyond traditional risk-adjusted metrics. He underscored that investor appetite for AI exposure now overrides conventional discipline.
For CTOs evaluating vendor consolidation and infrastructure platform bets, this signals a potential valuation reset risk—vendors with unsustainable burn or speculative unit economics may face repricing when that greed corrects.