Nick Grous
@GrousARK
Director of Research: Consumer Internet & Fintech @ARKInvest | email: [email protected] | Disclosure: http://arkinv.st/2rxmMRG
Entertainment value (most to least) video games/interactive video > video > audio > photo > text. Friction involved to create each (least to most): text < photo < audio < video < video games/interactive video. i.e., tweeting this is easier than creating a video game.
In the age of AI, marketplace moats are shifting. It's no longer just about network effects or brand. The real edge? Lowest price Fastest delivery Deepest inventory AI is compressing time, cost, and choice into pure convenience. Those who automate it best will dominate.…
Online marketplaces didn’t just change shopping; they rewired the global economy. This is the story behind the shift and where we see it headed next. Part 2 from @GrousARK and @varshikaARK coming soon. ark-invest.com/articles/analy…
The Investment Opportunity Report is live! ark-funds.com/investment-opp… From AI Agents revolutionizing consumer spending to game-changing breakthroughs across industries, we’ve identified the most compelling investment opportunities shaping the future. Don’t miss out.
Meet "The Investment Opportunity Report"—a strategic guide that consolidates @ARKInvest’s "Big Ideas" research into 5 actionable investment themes, pinpointing where we see the most high-impact opportunities. Invest Today In The Big Ideas Of Tomorrow
Meta’s rollout of a Discover tab in its standalone Meta AI app is a compelling move AI models keep getting more powerful, but let’s be honest—most people aren’t keeping up with the latest breakthroughs, and even fewer know what to do with them. Right now, model interfaces are…
Meta’s rollout of a Discover tab in its standalone Meta AI app is a compelling move AI models keep getting more powerful, but let’s be honest—most people aren’t keeping up with the latest breakthroughs, and even fewer know what to do with them. Right now, model interfaces are…
Meta’s rollout of a Discover tab in its standalone Meta AI app is a compelling move AI models keep getting more powerful, but let’s be honest—most people aren’t keeping up with the latest breakthroughs, and even fewer know what to do with them. Right now, model interfaces are…
Ask your favorite LLM to generate an image of an analog clock showing any time, except 10:10 😉. Please reply with results.
Had a great conversation with @GrousARK and @skorusARK about how AI models like Grok 4 are making progress towards practical adoption. Cost-effective and real-world usefulness will be needed to justify the massive infrastructure buildouts by companies like @xai and @Meta .
Grok4 set a standard in AI benchmarks like GPQA and Humanity's Last Exam, showing advanced reasoning and tool use capabilities. But as discussed with @JozefARK in "The Brainstorm," there’s still a gap between theoretical success and real-world application. ark-invest.com/podcast/the-br…
@coatuemgmt ($70B AUM) and Altimeter ($13B AUM) are two of the top crossover funds in the world right now, investing in both public and private markets. Few thoughts after hearing Phillippe Laffont talk about Bitcoin and the rest of the market at the East meets West Conference:…
Very impressed with Veo 3 and all the things people are finding on r/aivideo etc. Makes a big difference qualitatively when you add audio. There are a few macro aspects to video generation that may not be fully appreciated: 1. Video is the highest bandwidth input to brain. Not…
It's been only a day since Google dropped Veo 3. The new model creates video and audio simultaneously from a single prompt! Here are 13 wild examples so far: 1. Self-aware AI characters
If the device doesn't have a screen, it will be tethered to your smartphone. If it's tethered to your smartphone, the smartphone provider is in the driver's seat. No radically new form factor will get us to stop scrolling social media, playing games, or watching Netflix.
It only takes a few times playing around with a coding agent to see the writing on the wall: many SaaS products are living on borrowed time. Not today, not tomorrow—but eventually, companies will build tailored solutions themselves, rather than contort their workflows to fit…
In a space where most products blur together, Robinhood Gold stands out. It offers real value and sits at the center of Robinhood’s strategy to build deeper relationships with users. In fintech, 'lock-in' is everything. Everyone’s chasing it, just starting from different…
According to Robinhood's 4Q24 earnings call, newer user cohorts have reached a 30% Gold attachment rate - highlighting the Robinhood user journey. New users are quickly upgrading to Gold, which is boosting assets under custody, deposit growth, and multi-product engagement. The…
Which comes first? Option 1: Apple successfully integrates generative AI across its ecosystem, deeply embedding it into iOS. Option 2: A company, other than Alphabet, delivers competitive hardware—smartphones, smartwatches, earbuds, glasses—and builds an operating system with a…
Marketplaces evolve by reducing friction for consumers. Each wave of innovation makes purchasing goods easier. With AI, things are only getting faster and easier. In this newsletter, we unpack how Amazon is evolving from a marketplace to an AI purchasing agent by enabling the…
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