Frank Downing (@downingark) 's Twitter Profile
Frank Downing

@downingark

Director of Research, Next Generation Internet @ARKinvest focusing on cloud computing and cryptoassets • Disclosure: arkinv.st/2rxmMRG

ID: 1385732688246714377

calendar_today23-04-2021 23:10:50

425 Tweet

15,15K Followers

378 Following

ARK Funds (@ark_funds) 's Twitter Profile Photo

Tariffs create economic uncertainty, but they also catalyze innovation and transformation across industries. The road ahead may seem challenging, but innovation thrives in tumultuous times. Learn how ARK’s funds position you to benefit in our Q1 webinar.

ARK Funds (@ark_funds) 's Twitter Profile Photo

The ARK Next Generation Internet ETF (ARKW) and ARK Fintech Innovation ETF are the first US ETFs to provide exposure to the Solana ecosystem via investment in 3iQ’s Solana Staking ETF (SOLQ). ARKW holdings: ark-funds.com/funds/arkw ARKF holdings: ark-funds.com/funds/arkw

The ARK Next Generation Internet ETF (ARKW) and ARK Fintech Innovation ETF are the first US ETFs to provide exposure to the Solana ecosystem via investment in 3iQ’s Solana Staking ETF (SOLQ).

ARKW holdings: ark-funds.com/funds/arkw

ARKF holdings: ark-funds.com/funds/arkw
Frank Downing (@downingark) 's Twitter Profile Photo

ARK is hiring a 10x engineer to help scale the capabilitites of our reserach team. If you're an LLM and data ninja, apply here and drop me a DM with the coolest AI/data project you've worked on. app.trinethire.com/companies/6974…

Frank Downing (@downingark) 's Twitter Profile Photo

The ARK team continues to surprise me with what they're able to build with AI-native coding tools like Replit and Cursor. Makes sense that OpenAI would want to own more of the product layer in this space and acquire a new data flywheel in the rumored Windsurf acquisition... more

Frank Downing (@downingark) 's Twitter Profile Photo

We published a whitepaper with Coinbase in January 2017, 8 months before they raised their series D round at a $1.6 billion valuation. We admired the company's approach to onboarding new users to the crypto economy -> leaning into innovation with high product velocity while

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Not 28 million professional developers, but 1 billion+ global knowledge workers will drive productivity through the creation of hyper-personalized software that would have never been cost effective to create prior to OpenAI's first Codex model in 2021. x.com/downingARK/sta…

Frank Downing (@downingark) 's Twitter Profile Photo

Artificial intelligence and public blockchains are rapidly defining the next generation of the internet. We've consolidated the highest impact breakthroughs from our Big Ideas into The Investment Opportunity Report to show how these big ideas translate into investible

Frank Downing (@downingark) 's Twitter Profile Photo

Lots of talk about cost declines driven by DeepSeek in China, but underrated is that Chinese co's have pretty firmely taken open source AI lead in terms of absolute performance. 3/4 of the top open soruce models are from Chinese companies 3/3 if you don't count Nvidia's fine

Lots of talk about cost declines driven by DeepSeek in China, but underrated is that Chinese co's have pretty firmely taken open source AI lead in terms of absolute performance.

3/4 of the top open soruce models are from Chinese companies

3/3 if you don't count Nvidia's fine
Frank Downing (@downingark) 's Twitter Profile Photo

If AI progress continues advancing, are we more likely to see: 20% of knowledge workers unemployed or 100% of knowledge workers working 20% fewer hours?

Frank Downing (@downingark) 's Twitter Profile Photo

Consensus amongst AI leaders is drifting towards the former, while history favors the latter (6/7-day work week shortening to a 5-day work week)

ARK Funds (@ark_funds) 's Twitter Profile Photo

The ARK Venture Fund is happy to announce that it invested in Neuralink in its Series E funding round!   Click to view current holdings and info (subject to change): ark-funds.com/portfolio

The ARK Venture Fund is happy to announce that it invested in <a href="/neuralink/">Neuralink</a> in its Series E funding round!
 
Click to view current holdings and info (subject to change): ark-funds.com/portfolio
Jozef Soja (@jozefark) 's Twitter Profile Photo

In the 6 months between the general release of OpenAI's o1 model and the price cuts to o3 last week, the cost of inferencing reasoning models has fallen at a 98% annualized rate. Read more about what we believe the impact of this will be in this week's newsletter: