The Minutes of Marc Rowan on technology https://minutesof.com/marc-rowan/on/technology/ Everything Marc Rowan has said on technology: 2 verbatim quotes from April 2026, each with a timestamp and a link to the recording it came from. en Mon, 31 Aug 2026 13:10:42 +0000 Rowan notes major tech companies like SpaceX and OpenAI remain private without concern from investors. https://minutesof.com/q/344c0adb-6cf4-451f-96f6-873dc4f31d2a/ https://minutesof.com/q/344c0adb-6cf4-451f-96f6-873dc4f31d2a/ “We think nothing about private companies in growth and technology just staying private longer, and these are massive companies.” — CNBC Events Thu, 16 Apr 2026 13:25:25 +0000 technology Rowan says tech companies went from zero to 11% of investment grade index extremely quickly. https://minutesof.com/q/64fad8b1-4a39-4a21-968c-ffd499f49777/ https://minutesof.com/q/64fad8b1-4a39-4a21-968c-ffd499f49777/ “IG issued by the tech ecosystem went from nothing to 11% of the index in a in a flash.” — CNBC Events Thu, 16 Apr 2026 13:25:25 +0000 technology