Former Google CEO Eric Schmidt: The Road to Superintelligence | 29 Sept 2026 | Inside Blackstone
1. Executive Briefing (TL;DR)
- Private Credit Resilience & Capex Demand: Private credit performance has proven significantly more resilient than early-year doom predictions, with massive private capital now required to fund the global AI buildout—spanning chips, data center power, cooling, and services—backed by inflation-protected real assets [00:01:18].
- Central Bank Tightening & Fiscal/Yield Pressures: The Federal Reserve executed its rate hike driven by strong economic growth, capital competition, and geopolitics. With mounting fiscal deficits, persistent Middle East tension, and heavy infrastructure borrowing, the 5-year Treasury yield rose above 5% for the first time in nearly 20 years, while global sovereign bond yields reached a post-GFC high of 4% [].
References
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