The Zero Sum Twitter Versus Threads

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Zuck and Musk ramping up to a potential fight in the Coliseum between the two. But is that the reality here? Isn't there a world where threads kind of thrives on its own? And it's great. They can monetize it. It's way better than the comments section on Instagram for communicating to your audience. Maybe breaking news still happens on Twitter. Or is this really a zero sum one versus the other?

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com.

Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.

This week, Associate Portfolio Manager Nick Grous and Director of Research, Autonomous Tech & Robotics Sam Korus discuss Meta’s Threads platform, Tesla Autonomous Marketplace Dynamics and Declining Used Vehicle Prices.