S2G's Managing Partners Predict a Year of Complexity and Opportunity

What if the biggest risk right now isn’t getting the answers wrong, but asking the wrong questions? In our Season 3 kickoff, all three S2G Managing Partners come together to unpack a moment defined by volatility, AI acceleration, geopolitics, and a rising cost of capital. They explore why constraints are no longer a weakness but a competitive advantage, and how affordability, resilience, and execution matter more than hype. From private markets and global debt to AI, demographics, and the “Age of Adaptation,” Sanjeev Krishnan, Chuck Templeton, and Aaron Rudberg help frame the macro and micro playbook for what it will take to build businesses in 2026. It’s a sharp, honest look at where to find the opportunity when the rules keep changing.

Key Takeaways:

1. Constraints create winners. The MPs discuss how tighter capital, higher rates, and geopolitical friction favor disciplined builders and sober investors.
2. AI is shifting from experiment to ROI. The conversation reveals how 2026 is about using AI to drive real productivity, margin improvement, and “cheaper, faster, better” outcomes.
3. A human edge still matters. While AI is powerful, Chuck argues it’s human judgment, experience, and the ability to guide it that ultimately turn technology into a real advantage.
4. Resilience beats efficiency in a volatile world. According to the MPs, the future belongs to companies with durable moats, flexible supply chains, and business models built to survive uncertainty.
5. The right questions matter more than ever. According to Sanjeev, old assumptions about capital, risk, and growth no longer hold. Success now starts with rethinking first principles.
   
   

This content is for informational purposes only, should not be taken as legal, business, tax or investment advice, or be used to evaluate any investment or security, and is not directed at any investor or potential investor in any investment vehicle sponsored by S2G. Investing involves risk, including the risk of loss. Specific companies mentioned in this podcast are for educational purposes and should not be construed as an endorsement of any kind. S2G holds positions in the companies referenced, but this podcast is for information purposes only and is not intended to promote any such company. All views of the guests on this podcast are solely their opinions and do not reflect the opinions of S2G. Any past performance discussed is not indicative of future results. The views expressed herein are opinions based on certain assumptions and subject to change.

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