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Frank Downing
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@downingARK

Frank Downing

@downingARK
Director of Research, AI & Cloud @ARKinvest Disclosure: arkinv.st/2rxmMRG
Joined April 2021
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  • Pinned
    @downingARK
    Frank Downing
    @downingARK
    Jul 31
    It’s easy to get lost in theoretical arguments about the impact of open-weight models on the AI landscape. So, we aggregated some of the data-backed indicators we’re tracking and wrote it up. Note: This was done pre OAI price cuts. Follow up to come!
    Article cover image
    Article
    Open vs. Closed AI: What The Data Actually Shows
    The debate over open-weight versus closed-weight models reignites every few months when a major new model is released. The market sees a new model and rushes to conclude either that open-weight models...
  • @downingARK
    Frank Downing
    @downingARK
    Aug 28
    The comparison I made here is to Google Cloud, which is now at a $99 billion annual run rate. Anthropic is on track to be that big by the end of the year. Absolutely incredible. Keep in mind though, Google Cloud is growing at 82% and may keep accelerating, so will likely remain
    @ARK_Funds
    ARK Funds
    ARK Invest
    @ARK_Funds
    Aug 28
    A company founded less than five years ago. A run rate that could pass $100 billion by December, rivaling one of the largest cloud businesses in the world. @downingARK puts the scale in perspective.
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  • @downingARK
    Frank Downing
    @downingARK
    Aug 27
    Grok Bot is to the digital world what Optimus will be to the physical world
    @ARKInvest
    ARK Invest
    @ARKInvest
    Aug 27
    @downingARK likens Grokbot to a Tesla Optimus move. Here's why.
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  • @downingARK
    Frank Downing
    @downingARK
    Aug 26
    Nvidia earnings in one quote: "I think the most important thing that matters for the industry is that: 1. AI is now doing productive and useful work. 2. AI is generating profitable tokens. And 3. If we had more compute, we could generate more profitable tokens, which results in
  • @downingARK
    Frank Downing
    @downingARK
    Aug 26
    This is great, but my test task for trying to book a spa appointment got blocked. Same thing happened with Grok Bot over the weekend. Slightly surprised given I believe ChatGPT's implementation is running on Cloudflare's stack, which I presumed should play better with bot
    @ChatGPT
    ChatGPT
    OpenAI
    @ChatGPT
    Aug 25
    ChatGPT Work can now use its computer and browser to sign in to websites on web and mobile, without ChatGPT ever seeing your username or password. That means you can ask it to: • Set up utilities for a new apartment • Book a DMV or passport appointment • Check reimbursement
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