Ken Griffin puts a number on the scariest risk in tech: if the US loses access to Taiwan’s chips, GDP falls 8% in six months, a great depression in the blink of an eye.
We went through the full most recent Goldman Sachs conversation with Citadel’s CEO, and pulled out the moves that actually matter to founders: why agentic AI compressed six weeks of PhD work into hours, why that collapses moats while raising a compute-cost wall, and the stress-test framework he uses to survive tail events, so you do not have to watch 31 minutes to steal it.
In this guide you’ll find:
Why Griffin dragged everyone back to the office 5 days a week and the Fed paper proving remote work hurt youth more than AIThe Warp Speed incentive design that turned a few billion into trillions saved****Why the S&P hit all-time highs during a Middle East wa r and why most ‘AI transformation’ was machine learning all alongHow agentic AI compresses six weeks of PhD work into hour s, fills moats at lightning speed, and lets tiny teams beat incumbentsThe new moat is compute cost: why all compute is used all the time and low-margin businesses get filtered outThe 8% GDP tail risk: China leads 67 of 74 technologies, losing Taiwan’s chips triggers a depression, and how to stress-test your own exposure
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