Is Apple Partnering With OpenAI? | The Brainstorm EP 47

Will ChatGPT replace Siri on your iPhone? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the latest AI breakthroughs and potential partnerships in the industry.
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 Intro
00:00:19 AI Roundup
00:01:33 Breakthroughs in AI
00:03:36 AI Roundup
00:11:47 Love is in the AI-R
00:13:03 Apple + OpenAI Rumors
00:19:23 AI Roundup
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Twitter: / public
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Disclosure: arkinv.st/39rzF94

[@DominicDSouza]

Thank you for these great and informative discussions. I do look forward to them and always learn something! (Oh and I am an investor in ARKK 🙂)

[@blakecowan7588]

Good episode guys. Thank you.

[@prashpach]

So many provocative ideas in this discussion! Would love to see gemini / android / chrome is covered and compared in the the context of competition next time

[@billy-go9kx]

How long do you guys expect to keep your jobs?
I think within a year you will be replaced with an AI.

[@TheDominator303]

Love the dialog around ways this tech might get monetize. The panel discussion as you each find new insights and ideas is interesting.

[@ranig2848]

Very likely Apple is working on hedging risk from Google Android. This is not only on software side but more likely on hardware. If some of the inference can be done on the device, it would reduce heavylifting in the cloud and make the system more efficient (this is especially important with multimodal where bandwidth is limited and mobile phones can do great job in offloading). It's very likely Apple is working closely with OpenAI on next gen hardware to be ready for partnerships.

[@keithmeehan]

Great episode guys. The more spontaneous left-field challenges the better. Even Brett had to stop and think a couple of times!

[@MindFieldMusic]

The Pokémon metaphor made me smile. "Negotiachu tries: Cancel Subscription" 😄

[@howardadams9638]

Hi A very, very good episode. I felt you were all evolving your own thoughts through the conversation and dare I say it you began to hit on some ideas you had not even thought about before. A great episode. Regards Howard

[@chipotlemexican]

“My AI girlfriend wants me to wear Nike’s”. 😂 sounds crazy but wouldn’t be surprised anymore.

[@malekhakim7436]

I was thinking about that part 🤔 sounds beyond dystopian

[@robertjohnson6639]

Yeah, good episode!

[@steviechang]

Great discussion

[@The_Legendary_Stock_Battle]

Happy to hear Apple with OpenAI.

[@sungpak57]

unique AI integrated into iPhone is my new mate

[@Goober-Stream]

Do you think google's gemini will get added to android operating system as nick would like?

[@IakonaWayne]

I think apple glasses not goggles with real time ai and AR would be another iPhone moment for them. Apples probably one of the few people that could pull it off due to its hardware and software prowess. But I think that they’d need OpenAI’s help initially but eventually could do ai by themselves .
Tesla has a similar moat in terms of hardware and software/ ai but thing is both companies have china vulnerabilities.

[@donaldbatts7250]

Is Nick an expert in anything or just office staff?

[@Daniel-yf8bq]

Render❤❤❤

[@sonic763]

Is a tech bros / finance bros channel?

[@nathanc6578]

Yes, they are only TH-camrs. They don’t have any other job. Ark what? 😂

[@jordanmiller11]

But the next openAI model WASN’T much better, which undercuts Sam’s theory.

[@madoksback]

What about Gemini

[@tvbhk8223]

No matter what you said, you lost 75% of my investment in ARKK since 2021. I don't believe you guys any more.

[@normalizedaudio2481]

Those apple glasses were a total flop. Who could trust Apple to lead with AI? What a joke Apple is?

[@Ducotevision]

Short the stock if you’re so confident.

[@mygf36d]

No

[@thusomatejane]

Gpt4o is amazing product