In this episode, the hosts reflect on the top disruptive innovations of 2023. They discuss Nick's favorite consumer technology device and Sam's expectations for SpaceX in 2024. They also explore the functionality of AI assistants in different form factors, like sunglasses, and the long-term implications of SpaceX and the future of space exploration.
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Quick takeaways
Meta Ray-Ban glasses have the potential to revolutionize personal computing on a mobile level and serve as a Trojan horse for AI assistance.
SpaceX's achievements, including dominant position in the space industry and successful reusability of rockets, have implications for the future of space exploration and global connectivity.
Deep dives
The Meta Ray-Ban glasses as a game-changing consumer product
Throughout the podcast episode, the host discusses the Meta Ray-Ban glasses as a highly underrated consumer product. Emphasizing their versatility and potential integration with AI, the host shares personal experiences of using the glasses, including wearing them to special events, filming proposals, and documenting memorable moments. They highlight the glasses' functionality as sunglasses, their video capabilities comparable to smartphones, and the emergence of multimodal AI features. The host believes that the Meta glasses have the potential to revolutionize personal computing on a mobile level and serve as a Trojan horse for AI assistance.
SpaceX's notable achievements and the future of space exploration
Another key point discussed in the podcast is the remarkable achievements of SpaceX and their implications for the future of space exploration. The host highlights SpaceX's dominant position in the space industry, including their capability to deliver 80% of mass to orbit and their successful reusability of rockets. They mention SpaceX's Starlink service, which has gained 2.3 million subscribers and discuss its potential to revolutionize global connectivity. The host also mentions the exciting progress of Starship, SpaceX's next-generation spacecraft, which has the potential to significantly reduce launch costs and enable ambitious goals such as moon bases and Mars missions.
End-of-year gratitude and aspirations for the podcast
The podcast episode concludes with expressions of gratitude towards listeners and the team involved in producing the Brainstorm. The hosts thank the audience for their continuous support and encourage them to provide feedback and share the podcast. They set a goal of reaching a consistent viewership of 20,000 and express their commitment to providing valuable content. The hosts also mention their personal goals and resolutions for the new year, while expressing excitement for the future of the podcast in 2024.
This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous reflect on 2023. Nick and Sam discuss each of their favorite stories in disruptive innovation this year as we close out 2023.
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.
Key Points From This Episode:
Nick's favorite consumer technology device
Sam's expectations for SpaceX in 2024
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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