Latest / Rigatoni Capital Podcast
Citadel's Ken Griffin Says Long Term Investors Will Have the Advantage Going Forward
Ken Griffin was interviewed last week and made a point that lines up with everything I talk about here: as alternative data and AI make each quarter more transparent, the edge shifts away from guessing whether a company beats this quarter and toward those who can envision which companies will create transformative products over the next 10 years. That is the kind of long term vision Rigatoni Capital is built on. I also get into the frontier lab problem flooding my feed this weekend, the token cost and pricing revolt with the Palo Alto CEO going on CNBC, the IP theft fight between OpenAI…
The skinny
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