Jon Gray on the AI ecosystem, IPOs, and real estate

What does Blackstone’s position as one of the largest private capital providers to the AI ecosystem tell us? In his latest 'Market Views' commentary, Blackstone’s President and COO, Jon Gray discusses how we’re still in the early days of this transformation, creating opportunities for investing in AI — from energy to chips to the frontier model companies themselves. Plus, more on how AI is reshaping the global economy, Jon’s economic weather report, an update on the “year of the IPO,” and a look under the hood at real estate.

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