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Navigating the Age of Adaptation with Sanjeev Krishnan
The S2G Podcast • Ep. 33
Navigating the Age of Adaptation with Sanjeev Krishnan
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In this episode, 
Sanjeev Krishnan, Managing Partner at S2G, chats with 
Tonya Bakritzes, CMO at S2G, about why we’ve entered the Age of Adaptation — an era defined by volatility and disruption as well as immense opportunity.
From climate change and AI to geopolitical shifts and rising capital costs, Sanjeev breaks down the four forces reshaping markets and what it will take to build companies that don’t just survive, but thrive in this environment. In this conversation, we explore why resilience is no longer a vague concept but a measurable, investable opportunity, the need to price climate volatility into capital markets, the battery demand that comes with the rise of AI, and the delicate balance between supply chain sovereignty and dependence of Chinese manufacturing. If you want to understand the forces reshaping our world and how to build and invest in businesses that can thrive, not just survive, in this era of volatility, this episode is a must-listen.
Key Takeaways
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Adaptation is no longer just about risk management — it’s a growth opportunity. Sanjeev explains why investing in resilience can deliver market-rate returns.
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AI, geopolitical shifts, a changing monetary régime, and climate volatility are rewriting the playbook for businesses and investors. Understanding these forces is essential to navigating today’s rapidly evolving landscape.
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AI is both a transformative tool and a driver of major new energy and battery needs. Sanjeev explores why AI will accelerate automation but also place huge demands on power infrastructure and critical minerals.
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Reshoring mission-critical manufacturing will take massive investment and could drive inflation. Sanjeev challenges us to think about what we really need to build domestically and who will bear the cost.
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Sanjeev emphasizes that companies that are built to absorb shocks, whether geopolitical, economic, or climate-related, will not just survive but potentially outperform.
