Inside the Strategy Room 294. Goldman Sachs’ David Solomon on adapting to economic and technological change
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Mar 11, 2026 David Solomon, Chairman and CEO of Goldman Sachs, brings decades in investment banking and financial services. He discusses market resilience drivers for 2026, how AI is being embedded to reengineer processes, trade-policy impacts on growth, and leadership lessons on culture, tough personnel choices, and long-term investment priorities.
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Prioritize Short Term Efficiency Then Reengineer Processes
- Expect initial productivity gains from top-down headcount discipline before deep process reengineering.
- Solomon advises patience: embed AI into workflows for meaningful change, with real results likely in 2027–28.
Why AI Is Likely A Reallocation Not A Collapse
- Technological disruption is a reallocation, not an extinction of jobs; pace matters but history shows economies adapt.
- Solomon argues prior waves (desktop, mobile) created productivity and new sectors, so AI will similarly redeploy talent.
Use Pilot Clients To Drive Holistic Client Models
- Break product and unit silos to serve clients holistically and measure wallet share.
- Goldman’s OneGS began as a 30-client pilot on Oct 1 2018 and scaled into a firmwide operating ethos tied to incentives and metrics.