In this episode, the hosts discuss space exploration, OpenAI's developer day, and the concept of open-source artificial intelligence. They touch on topics such as SpaceX's recent transporter mission, challenges faced by small launch companies, staying updated on space news, monetization through an app store-like model, a wedding video recorded with Meta Ray Band glasses, the potential impact of AI agents on Google's advertising business, and more.
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Quick takeaways
United Launch Alliance's debut of the Vulcan rocket offers increased launch capacity and potential buyers include private equity firms and new entrants to the space industry.
Open source language models have shown faster development and performance improvements, but the future performance and adoption of open source models versus closed ecosystems remains uncertain.
Deep dives
SpaceX and United Launch Alliance's Vulcan Rocket
United Launch Alliance is set to debut its new rocket, Vulcan, which is of particular importance to the US Department of Defense and NASA as they seek to increase launch capacity and provide redundancy beyond SpaceX's Falcon 9 and Falcon Heavy rockets. ULA is up for sale, and potential buyers include private equity firms and companies looking to enter the space industry. The debut flight is scheduled for late December, though the future of ULA and the success of Vulcan remain uncertain.
Impulse Space and the Small Satellite Launch Market
Impulse Space's innovative spacecraft, the OMS-1, was one of the payloads on SpaceX's recent Transporter Mission. The launch showcased the growing interest in the small satellite launch market, which offers opportunities for companies like Impulse Space, Rocket Lab, and Relativity Space to provide launch services for payloads that weigh between 200 kilograms and 1.5 tons. While small launch companies face challenges in profitability due to higher costs and lack of economies of scale compared to larger rockets, they continue to innovate and explore new opportunities in the industry.
Open Source vs. Closed Ecosystems in Language Models
The comparison between open source language models and closed ecosystems shows that open source models have shown faster development and performance improvements. The success of models like Hugging Face's Lema to demonstrates the power of open source in driving innovation. However, closed ecosystems like Meta's could potentially take advantage of the innovations in open source models to build specific applications tailored to their platforms. The long-term performance and adoption of open source models versus closed ecosystems is still uncertain, with considerations related to regulation and the ability to monetize specific use cases.
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, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Eric Berger, the senior space editor at Ars Technica. Together they discuss space, OpenAI developer day and open source artificial intelligence (AI).
Key Points From This Episode
Space
OpenAI
Open Source AI
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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