Character AI, FSD Beta v12, Walmart & Drones | The Brainstorm EP 12
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.
This week, Associate Portfolio Manager Nick Grous is joined by Director of Investment Analysis & Institutional Strategies Tasha Keeney and Research Associate Andrew Kim. Together they discuss the Character AI, Full Self Driving Beta v12 and Tesla, and the latest in Walmart’s partnerships with drone delivery companies.
Key Points From This Episode:
- Character AI
- Tesla FSD Beta v12
- Walmart and Drones
FSD is Full Self Driving.
DAU is Daily Active User.
LLM is Large Language Model.