The iPhone as the supercomputer in your pocket, only becoming more and more true with AI. And maybe this is another example of this low input high output. Nick: Is there still a spot for kind of this foundation model, large language model? Or do you think it goes more verticalized here? It's unclear to me; we'll have to bring on Frank Downing to talk about that next week.
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 are joined by ARK Director of Investment Analysis. Together they discuss Tesla Earnings, Hollywood Strikes, and general AI Updates, including Meta’s Llama 2.
Key Points From This Episode:
- Tesla Earnings
- Hollywood Strikes
- AI Updates