Jozef Soja

Really enjoyed this conversation with Dr. Alan Bekker and @wintonARK! If you want to learn more about how AI agents are disrupting the education industry and the way we work more broadly, give it a listen:

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 .

Visitors to @Replit seemed to be flatlining last year, but after releasing Replit Agent in September, user growth inflected as people realized how powerful vibe coding can be! Agentic AI enables anyone to become a developer, regardless of experience. (data from @Similarweb)

Grok 4 shows serious progress on scientific reasoning and tool use (including impressive results on @andonlabs' Vending-Bench). We think tool use and the upcoming coding capabilities @xai is working on will motivate developers to experiment more with Grok for enterprise use:

In the 6 months between the general release of @OpenAI's o1 model and the price cuts to o3 last week, the cost of inferencing reasoning models has fallen at a 98% annualized rate. Read more about what we believe the impact of this will be in this week's newsletter:

I'm very excited to see what impact @Meta's new API may have on open-weight model usage and customization, especially given their inference offerings from @CerebrasSystems and @GroqInc. More on what these collaborations mean in this week's newsletter from @varshikaARK and me:

Is the worst behind us? ARK is optimistic that the Fed-induced rolling recession is giving way to an innovation-led recovery. Read a letter from CEO/CIO @CathieDWood to learn why.   ark-invest.com/articles/marke…

OpenAI's o3 and o4-mini release underscored the importance of productization and tool use to success in the LLM space. Read more about OpenAI's strategy, AI in oncology, Tesla's earnings, and ARK's bitcoin price target in this week's newsletter:

ARK is hiring a 10x engineer to help scale the capabilitites of our reserach team. If you're an LLM and data ninja, apply here and drop me a DM with the coolest AI/data project you've worked on. app.trinethire.com/companies/6974…

Grok 3 is not just notable for its performance- the speed at which xAI achieved this is even more impressive. Read more about Grok 3 and its rate of improvement in ARK's weekly newsletter:

I wrote this piece before Grok 3 came out- now the space is getting even more competitive! Can't wait to see how OpenAI's GPT-4.5 and GPT-5 will compare.