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Everyday questions can be answered by any AI model. The complex, token-heavy work is where the competition lives. Tasha Keeney discusses with Brett Winton how much knowledge work is actually up for grabs to cheaper Chinese or open-source models on "The Brainstorm."

ARK Invest

820,573 subscribers

23,628 views • 1 month ago •via X (Twitter)

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7 Comments

Jordan Blake1 month ago

@TashaARK @wintonARK Complex token-heavy knowledge work is the real battlefield. Open-source + Chinese model data is closing the gap fast.

Pickled Tink1 month ago

@TashaARK @wintonARK I asked grok a question yesterday. The answer wasn't what I was hearing from an employee. I verified before I accused the employee of anything. Grok was wrong. Beware. Grok gets information from online sources. GIGO.

MONEY MATRIX USA 💰1 month ago

@TashaARK @wintonARK Energy is the real bottleneck here. AI and robotics can scale fast, but without a massive jump in cheap, reliable power the $100T opportunity stays theoretical. Curious how ARK models the energy constraint in the report.

Tony Floatana1 month ago

@TashaARK @wintonARK Commodity AI is 10,000 tickers fighting for the same bid. Token-heavy work is a two-name float, chico. Open source owns the volume. Frontier owns the supply. That spread already told you the trade.

Ansem 🐂🀄️1 month ago

@TashaARK @wintonARK Sounds like a fascinating convo! Can't wait to hear their insights on the future of AI in knowledge work.

punkbrwstr1 month ago

@TashaARK @wintonARK ...or the guy whose costs are 10x higher is dead?

MONEY MATRIX USA 💰1 month ago

@TashaARK @wintonARK Energy is the real bottleneck here. AI and robotics can scale fast, but without a massive jump in cheap, reliable power the $100T opportunity stays theoretical. Curious how ARK models the energy constraint in the report.

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