Austin Koring
@AustinKoringARK
Research Associate @ARKInvest, covering AdTech 📣, Social Media 📱, Streaming 🎬, and Gaming 🎮Disclosure:
108 Following 174 Followers
Everyone sees the AI capex.
Few see the AI cash flow.
$META is already earning returns through better advertising economics, with applications, models, and compute adding even more upside.
Great breakdown from @ARKInvest 👇
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Hello, World!
I’m Austin, and I’m excited to be joining the Consumer team at @ARKInvest, working alongside @GrousARK and @varshikaARK. I’ll be covering AdTech, Social Media, Streaming, and Gaming.
Follow along as we explore the technologies reshaping the consumer internet.
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