Frank Downing
@downingARK
Director of Research, AI & Cloud @ARKinvest
Disclosure:
가입 April 2021
607 팔로잉 중 20.8K 팬
Seven months after Big Ideas 2026, the pace of AI adoption and infrastructure buildout continues to surprise to the upside.
In this video, we revisit the data across compute, power, consumer monetization, and agent efficiency.
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