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Elon Musk envisions a groundbreaking future where AI infrastructure in space revolutionizes cost, innovation, and competition. This episode explores how SpaceX's satellite ambitions could transform AI, potentially dwarfing terrestrial data centers. We delve into the strategic merging of SpaceX and xAI, revealing a blueprint for the next decade's tech race.
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 SpaceX And xAI Vertical Integration
00:03:57 AI Compute In Earth’s Orbit
00:08:43 New Trends In AI Training Logic
00:10:53 Moving From EVs To Robotics/AI
00:27:33 Deepmind’s New DNA Analysis Tool
00:33:39 Ad Revenue Growth Through AI
00:35:49 The Future Of Bot-To-Bot Interaction
00:42:23 Algorithmic Bubbles And Polarization
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