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In this episode of The Brainstorm, Brett, Sam, and Nick are joined by Frank Downing to break down how OpenAI, Anthropic, Meta, and X are competing on performance, pricing, and deployment strategy as the AI market gets more efficient. Frank Downing explains why the economics of AI matter as much as the benchmarks, while Brett Winton argues the true “iPhone moment” for agentic AI may still be ahead.
Key Points From This Episode:
00:00:00 New Model Wars
00:03:25 Cost Vs Performance
00:06:35 Open Source Threat
00:10:27 Frontier Models
00:19:25 Labs Vs Clouds
00:22:06 Grok’s Odds
00:23:55 Soccer Picks
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
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