Top all-time · #3299
Apollo Global Management
Company blog · apollo.com/wealth/insights-news/insightseconomicsbusiness
Apollo Global Management is the company blog at apollo.com, writing about economics and business. Since 2022, 23 different Hacker News readers have linked it 49 times, most often “No signs of AI payoff outside the tech sector”. No feed was found, so read it on the site itself.
Too few sampled comments (12) to say how often HN recommends it.?
Why HN links it
HN readers link Apollo's insights and Daily Spark pieces on markets, interest rates, private equity debt and AI spending, which are often cited in discussions of AI returns and the compute build-out.
Summarised by Claude from a sample of 12 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Home
Most-linked posts?
- No signs of AI payoff outside the tech sector2 people · 2 mentions · first linked 2026-10-24
- A Slower AI Payoff Would Be Everyone's Problem2 people · 2 mentions · first linked 2026-07-13
- Winners and Losers If the Data Center Buildout Is Delayed2 people · 2 mentions · first linked 2026-10-26
- Zero Evidence of AI-Related Job Losses2 people · 2 mentions · first linked 2026-05-29
- Is an Agentic Bank Run Coming?2 people · 2 mentions · first linked 2026-09-28
What Hacker News says?
Combined with this: https://www.apollo.com/wealth/insights-news/insights/daily-s... Supply skyrockets - demand slows. Price... you know what happens. Someone share an alternative story here - revenue is committed. How do these companies that have bought this compute justify their costs in 2027 and 2028?
Comment linking /wealth/insights-news/insights/daily-spark/slowing-token-spend-shows-compute-demand-is-not-unlimited
on “DeepInfer: High-performance inference framework for DeepSeek models”Submitted No signs of AI payoff outside the tech sector as a story · 659 points
HN discussionThis is a pretty pathetic analysis especially for an analysis from a firm like Apollo. A few notes: 1. Profit margins from the mag 7 are on an upward trend starting in 2020. This is pretty consistent with the insane topline growth had by covid and the most recent layoffs occurring over the last 6 years. To unilaterally attribute this to AI implementation is lazy. 2. Most non-tech firms are only implementing AI just…
Comment linking /content/dam/apolloaem/images/daily-spark/2026/oct/24/Oct24_Chart5.png
on “No signs of AI payoff outside the tech sector”Submitted Mag 7 starting to underperform [pdf] as a story · 54 points
HN discussionHow are all these related news regarding silicon shortages surprising at all? It was well predicted that while 2023 chip turmoil[1] was happening, big AI aimed to secure almost all of the demand[2] intended for consumer markets regarding RAM chips so as to win the AI race going forward from that date. They cannibalized almost the entirety of the supply chain, so that they could sell you the incredibly subsidized AIa…
Comment linking /insights-news/insights/daily-spark/No-signs-of-AI-in-the-productivity-data
on “The RAM shortage is bringing back DDR4”Submitted Tech valuations are back to pre-AI boom levels as a story · 37 points
HN discussionI was wrong to write that the deal is not private equity, it is setup by private equity firms, but it is up to all the other investors to see if they want to go ahead with the deal, hence the need for a shareholder vote. I do not see how the special dividend can legally go to two firms. It would have to go to all shareholders. Cerebrus does own 150M/475M shares = 30% of Albertsons, but for some reason, I do not see…
Comment linking /media/press-releases/2020/05-20-2020-140452880
on “The smash and grab of Kroger-Albertsons”Submitted Where is the AI jobs crisis? as a story · 19 points
HN discussion> "Predicted hyperinflation" The Fed has been trying to hit its 2% inflation target (which is arguably unrealistic as the neutral rate but that's another topic) for half a decade and can't hit it. I suppose the question is: What do you consider hyperinflation objectively? https://www.stlouisfed.org/on-the-economy/2025/oct/is-us-abo... Due to structural demographics and other factors (exhausting institutional buyers…
Comment linking /wealth/insights-news/insights/daily-spark/from-a-savings-glut-to-a-savings-shortage
on “A $300B 'Debt Wall' Is Looming over Private-Equity Backed Companies”Submitted There are now more ETFs than stocks in the US as a story · 8 points
HN discussionThis is a complete misrepresentation of what the Apollo piece can actually show, because it's not measuring the "payoff" of AI investments, but only the top level revenue of those companies ( https://www.apollo.com/wealth/insights-news/insights/daily-s... ). This is a healthy corrective to the most insane AI maximalist takes (mass disemployment in late 2027, 10% GDP growth in a year), but it shows nothing about whet…
Comment linking /wealth/insights-news/insights/daily-spark/no-signs-of-ai-payoff-outside-the-tech-sector
on “AI delivers 'zero financial payoff' to most companies, Apollo economist says”Submitted Tech's Trillion-Dollar Internal Inconsistency as a story · 7 points
HN discussionNever comes back for various reasons (structural demographics and savings glut having been drained, broadly speaking). Easy to see this based on forward curves of various sovereign debt durations. https://www.ustreasuryyieldcurve.com/ From a Savings Glut to a Savings Shortage - https://www.apollo.com/wealth/insights-news/insights/daily-s... - September 12th, 2026 Not investing advice, but you're potentially better o…
Comment linking /wealth/insights-news/insights/daily-spark/from-a-savings-glut-to-a-savings-shortage
on “Market selloff, rising rates test AI data centre deal boom”Submitted In AI, the 41% Depends on the -59% as a story · 7 points
HN discussionHumans are emotional and take time to internalize market changes and potential value loss ("loss aversion"). Wikipedia: loss aversion - https://en.wikipedia.org/wiki/Loss_aversion Housing Market Update: Sellers’ Asking Prices Fall For the First Time Since March - https://www.redfin.com/news/housing-market-update-asking-pri... - October 15th, 2026 - Home prices are losing momentum. The median U.S. home-sale price ros…
Comment linking /wealth/insights-news/insights/daily-spark/from-a-savings-glut-to-a-savings-shortage
on “US Jobs Pickup May Keep Fed on Track to Hike Rates Again”Submitted Winners and Losers If the Data Center Buildout Is Delayed as a story · 3 points
HN discussionhttps://www.apollo.com/content/dam/apolloaem/pdf/daily-spark...
Comment linking /content/dam/apolloaem/pdf/daily-spark/2026/aug/7/dailyspark-2026-08-07.pdf
on “In AI, the 41% Depends on the -59%”Submitted AI Building vs. AI Buying: The Transatlantic Split as a story · 3 points
HN discussion>>fully replaceable by AI I am trying to fathom a more catastrophic failure in communications than the lab CEO's using this narrative. The reality ends up being closer to Radiology jobs [1], but we're never able to fully realize this because the press is running around like headless chickens and unloading the fear on a public that then reaches for any leverage they can get (see: Datacenter NIMBY-ism). Any short term…
Comment linking /wealth/insights-news/insights/daily-spark/the-radiologist-paradox
on “When Genius Fails: The Intellectual Arrogance of the AI Labs”Submitted AI: The ROI Runway Could Be Long Outside the Tech Sector as a story · 3 points
HN discussion"We investigated ourselves and determined we did nothing wrong" https://www.apollo.com/insights-news/pressreleases/2026/02/a...
Comment linking /insights-news/pressreleases/2026/02/apollo-sent-the-following-letter-to-clients-and-partners-3240705
on “Apollo Seeks to Reassure Clients About Rowan's Epstein Ties”Submitted Diamond Prices at Record-Low Levels as a story · 3 points
HN discussionThis is written by a financial company that is pouring billions into data centres. https://www.apollo.com/insights-news/pressreleases/2026/01/a... https://www.apollo.com/insights-news/pressreleases/2025/11/a... etc
Comment linking /insights-news/pressreleases/2025/11/apollo-funds-complete-acquisition-of-stream-data-centers-3179224
on “The Growing Compute Shortage”Submitted Europe Is Financing the US AI Buildout as a story · 2 points
HN discussionSubmitted The macro implications of the AI investment boom [pdf] as a story · 2 points
HN discussionSubmitted Is an Agentic Bank Run Coming? as a story · 2 points
HN discussionSubmitted AI: The ROI Runway Could Be Long Outside the Tech Sector as a story · 2 points
HN discussionSubmitted Zero Evidence of AI-Related Job Losses as a story · 2 points
HN discussionSubmitted Zero Evidence of AI-Related Job Losses as a story · 2 points
HN discussionSubmitted Consumer Confidence Diverging for Low- and High-Income Households as a story · 2 points
HN discussion
