Nick Grous (@grousark) 's Twitter Profile
Nick Grous

@grousark

Associate Portfolio Manager @ARKInvest also focused on Digital Media & Entertainment | email: [email protected] | Disclosure: arkinv.st/2rxmMRG

ID: 1049681298233675776

calendar_today09-10-2018 15:21:38

2,2K Tweet

33,33K Followers

566 Following

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You’ve probably heard of ARK Invest’s "Big Ideas." Now, get ready for "The Investment Opportunity Report,” a playbook tying our research to what we believe are the biggest opportunities in disruptive innovation. 5 investable themes. 1 report. Exponential potential. Coming Soon!

You’ve probably heard of <a href="/ARKInvest/">ARK Invest</a>’s "Big Ideas." Now, get ready for "The Investment Opportunity Report,” a playbook tying our research to what we believe are the biggest opportunities in disruptive innovation.

5 investable themes. 1 report. Exponential potential.

Coming Soon!
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Livestream commerce has been mainstream in China for years. Now, we are seeing signs of rapid growth in the US. Find out why.

Varshika Prasanna (@varshikaark) 's Twitter Profile Photo

Marketplaces evolve by reducing friction for consumers. Each wave of innovation makes purchasing goods easier. With AI, things are only getting faster and easier. In this newsletter, we unpack how Amazon is evolving from a marketplace to an AI purchasing agent by enabling the

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Which comes first? Option 1: Apple successfully integrates generative AI across its ecosystem, deeply embedding it into iOS. Option 2: A company, other than Alphabet, delivers competitive hardware—smartphones, smartwatches, earbuds, glasses—and builds an operating system with a

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Meta’s rollout of a Discover tab in its standalone Meta AI app is a compelling move AI models keep getting more powerful, but let’s be honest—most people aren’t keeping up with the latest breakthroughs, and even fewer know what to do with them. Right now, model interfaces are

Meta’s rollout of a Discover tab in its standalone Meta AI app is a compelling move

AI models keep getting more powerful, but let’s be honest—most people aren’t keeping up with the latest breakthroughs, and even fewer know what to do with them. 

Right now, model interfaces are
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In a space where most products blur together, Robinhood Gold stands out. It offers real value and sits at the center of Robinhood’s strategy to build deeper relationships with users. In fintech, 'lock-in' is everything. Everyone’s chasing it, just starting from different

In a space where most products blur together, Robinhood Gold stands out.

It offers real value and sits at the center of Robinhood’s strategy to build deeper relationships with users. In fintech, 'lock-in' is everything. Everyone’s chasing it, just starting from different
Nick Grous (@grousark) 's Twitter Profile Photo

It only takes a few times playing around with a coding agent to see the writing on the wall: many SaaS products are living on borrowed time. Not today, not tomorrow—but eventually, companies will build tailored solutions themselves, rather than contort their workflows to fit

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The Investment Opportunity Report is live! ark-funds.com/investment-opp… From AI Agents revolutionizing consumer spending to game-changing breakthroughs across industries, we’ve identified the most compelling investment opportunities shaping the future. Don’t miss out.

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If the device doesn't have a screen, it will be tethered to your smartphone. If it's tethered to your smartphone, the smartphone provider is in the driver's seat. No radically new form factor will get us to stop scrolling social media, playing games, or watching Netflix.

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In the age of AI, marketplace moats are shifting. It's no longer just about network effects or brand. The real edge? Lowest price Fastest delivery Deepest inventory AI is compressing time, cost, and choice into pure convenience. Those who automate it best will dominate.

Andrej Karpathy (@karpathy) 's Twitter Profile Photo

Very impressed with Veo 3 and all the things people are finding on r/aivideo etc. Makes a big difference qualitatively when you add audio. There are a few macro aspects to video generation that may not be fully appreciated: 1. Video is the highest bandwidth input to brain. Not

Lorenzo Valente (@lorenzoark) 's Twitter Profile Photo

COATUE ($70B AUM) and Altimeter ($13B AUM) are two of the top crossover funds in the world right now, investing in both public and private markets. Few thoughts after hearing Phillippe Laffont talk about Bitcoin and the rest of the market at the East meets West Conference: