The future of software and connectivity involves moving towards a one search checkout system, where everything you need is brought to you instantly. This will compress the process of online shopping into a frictionless and personalised transaction. However, in order for this level of curation to happen, there will need to be continuous listening and ingestion of user data by AI assistants. This raises concerns about consumer privacy and the potential for these devices to be seen as surveillance tools, as was the case with the iPhone and the app store ecosystem. This could pose a hurdle to widespread user adoption.
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 Autonomous Technology and Robotics Director of Research Sam Korus are joined by ARK Analyst Ali Urman, Research Associate Andrew Kim and Founder and CEO of Eternal Reggie James.
Key Points From This Episode:
- Intro
- Ozempic
- AI Wearables
- Tesla Price Cuts
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