Grok4's Leap And Meta's Strategic Moves | The Brainstorm EP 94

Grok4's Leap And Meta's Strategic Moves | The Brainstorm EP 94

In this episode of the Brainstorm, Sam, Nick, and Research Analyst, Jozef Soja, dive into the latest advancements in AI with a focus on Grok4 and Meta's strategic moves. They explore Grok4's impressive benchmark performances, the real-world implications of AI tool use, and Meta's aggressive investments in AI talent and infrastructure.

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:

  • Grok4 has set new standards in AI benchmarks, particularly in GPQA and Humanities Last Exam, showcasing its advanced reasoning and tool use capabilities.
  • Real-world applications still present challenges for Grok4, highlighting the gap between theoretical performance and practical use.
  • Meta is making aggressive moves in the AI space, acquiring stakes in companies like Scale AI and investing heavily in AI talent to build a super intelligence team.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

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Terafab: Elon’s Plan To Dominate Semiconductors | The Brainstorm EP 124

Terafab: Elon’s Plan To Dominate Semiconductors | The Brainstorm EP 124

In this episode of The Brainstorm, Brett, Nick, and Sam delve into Elon Musk's ambitious Terafab project, a revolutionary semiconductor manufacturing facility poised to transform the future of AI and ...

26 Mars 32min

Tesla, XAI, And Digital Optimus | The Brainstorm EP 123

Tesla, XAI, And Digital Optimus | The Brainstorm EP 123

In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Frank Downing to discuss how XAI is shifting gears, aiming to turn that raw power into practical, revenue-generating products. Elo...

18 Mars 26min

AI Debate With Citrini Report Co-Author | The Brainstorm EP 122

AI Debate With Citrini Report Co-Author | The Brainstorm EP 122

In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Alap Shah, CIO of Lotus Technology Management, and co-author of the viral Citrini Report. Alap reveals a provocative scenario: an ...

11 Mars 36min

The Great Labor Shuffle | The Brainstorm EP 121

The Great Labor Shuffle | The Brainstorm EP 121

In this episode of The Brainstorm, Brett, Nick, and Sam dissect how industry giants like Block are slashing 40% of their workforce overnight while accelerating AI adoption, challenging everything you ...

4 Mars 29min

The AI-Powered Brokerage: Public’s Vision For Agentic Investing

The AI-Powered Brokerage: Public’s Vision For Agentic Investing

In this episode of FYI, Brett Winton and Nick Grous sit down with Leif Abraham, co-founder and co-CEO of Public. They examine how the brokerage landscape is shifting as digital-native investors seek m...

26 Feb 50min

Will Robots Take Our Jobs? | The Brainstorm EP 120

Will Robots Take Our Jobs? | The Brainstorm EP 120

In this episode of The Brainstorm, Brett, Nick, and Sam debate the implications of humanoid robots and AI on society, focusing on themes such as technological unemployment, the competition between the...

25 Feb 29min

Is SaaS Dead? | The Brainstorm EP 119

Is SaaS Dead? | The Brainstorm EP 119

In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Frank Downing to discuss the current state of the Software-As-A-Service (SaaS) industry, exploring whether it is dead or simply un...

13 Feb 34min

Building The Interoperable Future Of Crypto With LayerZero

Building The Interoperable Future Of Crypto With LayerZero

In this episode, ARK’s Cathie Wood and Brett Winton speak with Bryan Pellegrino and Simon Baksys of LayerZero, a leading interoperability protocol aiming to unify fragmented blockchain environments. T...

12 Feb 1h 5min

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