Story perspectives

AI Disruption Looms: Financial Markets Face Uncertainty Ahead

3/5/2026

Summary

Story summary

On March 4, 2026, Mahesh Saireddy, co-head of Goldman Sachs Capital Solutions Group, warned that artificial intelligence could disrupt business models and complicate lenders' risk assessments over the next two years.
This uncertainty is affecting the financial system, including equity and credit markets and the capital-raising process for companies.
The disruption extends beyond software to other industries, with the coming months bringing unknowns and complicating underwriting decisions.

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Story summary

On March 4, 2026, Mahesh Saireddy, co-head of Goldman Sachs Capital Solutions Group, warned that artificial intelligence could disrupt business models and complicate lenders' risk assessments over the next two years.
This uncertainty is affecting the financial system, including equity and credit markets and the capital-raising process for companies.
The disruption extends beyond software to other industries, with the coming months bringing unknowns and complicating underwriting decisions.