# Ken Griffin on the future of AI > Source: > Published: 2026-08-03 14:04:11+00:00 # Ken Griffin on the future of AI 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 AI**The 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 along**How agentic AI compresses six weeks of PhD work into hour** s, fills moats at lightning speed, and lets tiny teams beat incumbents**The new moat is compute cost:** why all compute is used all the time and low-margin businesses get filtered out**The 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 👋 Just a quick note before you continue! If you are serious about building or investing in AI, you can subscribe here: Here’s a good place to start: ↳ [Alex Karp’s Playbook for Which AI Companies Survive]↳ [19 great new details about Cursor’s rise] Try premium free for 7 days. Or get 50% off this week only.