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Jozef Soja
@JozefARK
Research Analyst @ARKInvest focusing on AI, cloud computing, and SaaS. Disclosure:
126 Following    2K Followers
Jozef Soja@JozefARK
2026.08.10 21:00
On Cloudflare's earnings last week, @eastdakota said non-human internet traffic could outnumber human internet traffic by 1000:1 in 5 years. This creates a massive monetization opportunity as the internet is fundamentally reimagined. Read more below:
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Jozef Soja@JozefARK
2026.07.13 20:59
Last week, @OpenAI launched GPT 5.6 and @SpaceXAI launched Grok 4.5. Both models are meaningfully more performant than the previous generations, but the real headline is how efficient they are, especially as companies begin to evaluate how much they spend on AI.
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