Jon Gray, President and COO, Blackstone on AI, Private Credit and Big Bets

Podcast: The CEO Signal · Semafor Podcasts

Opublikowano: 2026-08-27

Jon Gray, chief operating officer of the $1.3 trillion asset manager Blackstone, says one of the firm’s distinguishing habits is to “go big” when it finds a theme it believes in. But he also says successful convictions need to be challenged, particularly as Blackstone invests heavily around artificial intelligence. “You keep pressing against what you’re doing to confirm that you haven’t just sort of fallen in love,” he says. In this episode of The CEO Signal, Gray describes investing as “pattern recognition”: finding “good neighborhoods,” and connecting the dots before others do. Hosted by Penny Pritzker and Andrew Ed...