Nick Grous

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@GrousARK

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

Chelsea, Manhattan Joined October 2018

770 Following 35K Followers 2.5K Posts

Latest posts 5

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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 infrastructure buildout.
ark-invest.com/articles/analy…

www.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 19h

Is the takeaway here that agent adoption is exploding or that agents are token inefficient?

Hedgeye Verified account @Hedgeye 23h

AI agents now consume far more tokens than humans

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Nick Grous @GrousARK 2d

ark-invest.com/articles/analy…

www.ark-invest.com The Impact Of Generative AI On User-Generated Content Until recently, video game development had been too costly for user-generated content (UGC). Now, thanks to technology, consumers have...

a16z @a16z 3d

AI game development is exploding on Roblox:

- An growing share of top games were launched in the last 90 days
- Roblox MCP daily users are exploding
- An increasing fraction of game development time is spent using AI
- Asset uploads are shooting up

In other words, people are using AI to make games, and other people are actually playing them.

More charts: a16z.news/p/charts-of-th…

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Nick Grous @GrousARK 3d

Anthropic and OpenAI basically have one job, and it's to set the efficient frontier. If they can't do that, then what happens?

Alexandr Wang Verified account @alexandr_wang 3d

our teeny model muse ember is now on the efficient frontier 🤗

matching haiku at 3x cheaper cost per task, and smarter than luna
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Nick Grous @GrousARK 4d

Apple could dominate the entire consumer AI space if it got its act together. Big Muse fan but I don’t pretend to not appreciate how powerful still owning the current OS is.

Every AI company should be racing to build a competitive OS with its own dedicated hardware before Apple builds competent AI capabilities.

It’s really a race in opposite directions for these competitors. Apple has what they want, they have what Apple “should?” want.

Mark Gurman Verified account @markgurman 4d

NEW in Power On: Apple eyes autonomous, agentic Siri as early as next year to rival ChatGPT Dots, Meta Muse, Grok. The goal is to move beyond responding to commands to an assistant that can proactively manage tasks and get things done on your behalf. bloomberg.com/news/newslette…
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