Milk Road Macro(@MilkRoadMacro):In the last few months, something shifted inside Citadel. Ken Griffin explains: Work that used to take people with Masters degrees and PhDs in finance weeks or months to complete is now being done by AI agents in hours or days. And Griffin is clear about what kind of work this is. Not mid-tier. Not admin. Not data entry. "These are extraordinarily high-skilled jobs being automated by agentic AI." He watched it happen inside his own four walls. Months of work compressed into days. And instead of feeling excited, he went home that Friday feeling the weight of what it meant for the rest of society. "When you see work that used to take months being done in days, it's like, wow. That's the first time I've seen real impact in our four walls." This is the signal that matters. For years, the debate about AI in the workplace was theoretical. Now the CEO of one of the world's most sophisticated hedge funds is watching it happen in real time and describing it as a profound societal shift. Agentic AI is not next year's problem. It is a present reality at the frontier of finance right now. The companies building the infrastructure behind this shift are still in the early innings. Our analysts were early to $AMD, $MU and $CRDO. They're already watching what comes next in the AI buildout. Follow their exact portfolios for $1 at Milk Road PRO. Don't navigate this market alone, link in bio.

2026.05.17 19:33

In the last few months, something shifted inside Citadel. Ken Griffin explains: Work that used to take people with Masters degrees and PhDs in finance weeks or months to complete is now being done by AI agents in hours or days. And Griffin is clear about what kind of work this is. Not mid-tier. Not admin. Not data entry. "These are extraordinarily high-skilled jobs being automated by agentic AI." He watched it happen inside his own four walls. Months of work compressed into days. And instead of feeling excited, he went home that Friday feeling the weight of what it meant for the rest of society. "When you see work that used to take months being done in days, it's like, wow. That's the first time I've seen real impact in our four walls." This is the signal that matters. For years, the debate about AI in the workplace was theoretical. Now the CEO of one of the world's most sophisticated hedge funds is watching it happen in real time and describing it as a profound societal shift. Agentic AI is not next year's problem. It is a present reality at the frontier of finance right now. The companies building the infrastructure behind this shift are still in the early innings. Our analysts were early to $AMD, $MU and $CRDO. They're already watching what comes next in the AI buildout. Follow their exact portfolios for $1 at Milk Road PRO. Don't navigate this market alone, link in bio.

Milk Road Macro@MilkRoadMacro

2026.05.16 23:01

Ken Griffin just asked the question everyone in AI is too scared to answer. Data center spending in the US this year alone is over $500 billion. Half a trillion dollars. To raise that kind of money, you have to make a promise. And the promise has to be big. "AI needs to be your savior almost. How else are you going to write $500 billion of checks in a single year?" He's not saying AI is fraud. He's saying the hype is structurally necessary. You can't fund a buildout at this scale without narrative that matches it. The real question is what AI actually delivers at the end. In some areas Griffin says it's going to be profound. Call centers. Software engineering productivity. Those are real, measurable, already happening. But in white collar work more broadly, he's more skeptical. A Harvard paper recently coined a term for it: AI Work Slop. Output that looks impressive on the surface. First few sentences read like genuine insight. Then you go deeper and it's all garbage. Griffin's colleague runs their commodities business. Got handed a report generated by an AI engine. First paragraph, genuinely good. The rest, useless. The model that can write a compelling opening can't yet think through the substance underneath it. This is the AI investing tension right now. The infrastructure spend is real. The hype is real. The productivity gains in specific verticals are real. But the blanket assumption that AI transforms every white collar job equally has not been proven yet.