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In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the fascinating world of AI and its economic implications, exploring OpenAI's financial maneuvers and the circular economy concept. They also discuss groundbreaking advancements at the ARC Institute that are revolutionizing biology, and examine the future energy demands of AI.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
00:00:00 AI Ponzi scheme Theory
00:07:36 Potential Growth Pains For AI
00:10:17 Heavy Financing Needed To Power AI
00:13:05 Pricing Strategies For AI Tools
00:16:05 The Fall Of Vibe Coding
00:19:02 OpenAI Will Need More Power Than India
00:29:06 Energy Abundance Vs. Sustainable Abundance
00:31:59 The Biology Revolution
00:35:13 The Key To Immortality
For more updates on Public.com:
Website:
YouTube: @publicinves
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2025/10/03
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