Nick Grous

@GrousARK

Director of Research: Consumer Internet & Fintech @ARKInvest | email: ngrous@ark-invest.com | Disclosure: arkinv.st/2rxmMRG

Chelsea, Manhattan

Joined October 2018

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Nick Grous
@GrousARK
Feb 23
AI purchasing agents will be here before we know it. It will concentrate spend to the marketplaces that have the lowest pricing, fastest delivery, and broadest inventory. Unfortunately for AI startups, in most cases, delivering on these 3 pillars will take a physical
ark-invest.com
Are Marketplaces Defensible In The Age Of AI Purchasing Agents?
This article is the second in a two-part series examining the evolution of marketplaces. In the first, we journeyed through the marketplace innovations that lowered friction in the purchasing...
Nick Grous
@GrousARK
14h
The Lakers just sold twice in 13 months. $10B to $12.5B. Both records. Media rights tell the same story. NFL's deal hit $110B in 2021. NBA's new package: $76B, up 2.6x from the last one. What continues to drive this? The internet is filling up with AI slop. Humans will pay a
Nick Grous
@GrousARK
Aug 10
Nvidia is going to secure $500 billion in AI funding. Last week, SpaceX/Elon committed to using only Nvidia going forward. SemiAnalysis reports SpaceX will build 8-10 GWs in 2027 (capex needed roughly $400-$500B). So how much of this funding is going to end up going to
Nick Grous
@GrousARK
Aug 10
Is anyone actually modeling personal agents ramping at the same time as enterprise AI adoption? Feels like most demand forecasts treat these as separate curves. If they converge, GPU and memory forecasts are probably still way too low.
Mark Zuckerberg
@finkd
Aug 10
I believe everyone should have access to superintelligence, and I wrote a long piece about Meta's philosophy and values for building a positive future for everyone. meta.com/thefutureisfor…
Nick Grous
@GrousARK
Aug 6
I hate that i’m going to have to buy this just to play around with it. What in the world?
Mark Gurman
@markgurman
Aug 6
NEW: OpenAI’s device - a human-like smart speaker - will look like a doughnut and be the size of a hockey puck. It meant to be held. It has a camera, speakers, microphones, lights and, most notably, moving parts to show interactivity. It’ll be $300-400. bloomberg.com/news/articles/…