Austin Koring
@AustinKoringARK
Research Associate @ARKInvest, covering AdTech 📣, Social Media 📱, Streaming 🎬, and Gaming 🎮Disclosure:
225 Following 264 Followers
Consumer adoption for personal agents is accelerating significantly faster than the previous chatbot era as Muse debuted just 13 days ago.
Within 8 days Muse has cleared 200k daily downloads. Comparing that to ChatGPT's launch it took almost an entire year to hit that milestone.
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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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