What We Think About OpenAI | ITK With Cathie Wood

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On episode 60 of "In the Know," ARK CEO/CIO, Cathie Wood is joined by ARK's Chief Futurist Brett Winton to discuss our thoughts on OpenAI and shifts in the AI market and where value can be captured. Cathie also breaks down a strong jobs report, among other economic data.

As always, Cathie discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. We hope you find this monthly series useful, especially during periods of heightened volatility. Stay Healthy. Stay Innovative.

00:00:00 Intro
00:02:06 Forecasted AI Enterprise Value
00:06:02 Forecasted AI Revenue and Gross Profit
00:09:46 AI Data Repositories
00:12:14 Biological Data Is Big Data
00:21:10 M2 Money Supply vs CPI Inflation
00:25:08 China M2 Money Supply
00:26:34 Fed Funds Rate vs Headline CPI
00:29:32 Consumer Sentiment Surveys
00:31:30 Jobs Report Breakdown
00:38:39 US Personal Savings Rate
00:41:22 Oil Prices
00:42:35 Metals to Gold Ratio
00:45:58 High Yield Bond Spread
00:47:47 Closing Thoughts
00:50:10 Outro


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The problem with ARK is opportunity costs. While they play the long game on many stocks that have yet to prove themselves, they miss out on great opportunities that are paying the big bucks right now. They are changing a bit, but opportunity costs are what is hurting them.

obijuan
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Thanks for the forecast! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?

JoniCanard
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Should have pulled my money the moment she gave the title of "Chief Futurist" to Brett. I mean... what kind of title is that?

jesabraham
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I struggle to reconcile the OS thesis with these foundation models when, yes, they will be used in software systems but more as a tool of many.

MindTheLongterm
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Given Ark's performance in the past 5 years, they may want to change this series title into "In the Don't Know" ;-)

michaelkeppler
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Thank you for being so consistent and generous woth your findings. My agresive investors within my proactice have fared tremendously well over the past 5 years all thanks to your generous research. You have replaced the Investment banking and private placement workd for us the small RIAs of the investment world

tomasmcmillan
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Palantir will be the operating system. These AIs will be powering the system.

dariobundi
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LOL. I asked gpt who are the big four. It did not have twitter or anthropic included. It did have openai, google deepmind, microsoft???, and Facebook (Meta).

evarlast
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Brett Winton, you have that Bill Hayley (of the Comets "Rock Around The Clock") look with that twirl of hair. Sorry it's not new...more like 1955. Pretty funny for a Futurist.

stilllearning
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I'm an actual barista, specifically wanting to be 'retired' thanks to AI 😅

malekhakim
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Is the metal/gold ratio distorted by huge buying from governments like China, can that be a source of discrepancy?

noobmaster
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brett has good sense of humor, "You search on google, they will always tell you it is cancer !!!" 🤣🤣🤣

RavikumarTulugu
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Hey Cathie and Brett,

You're diving deep into the dollars and data with OpenAI, but let's chat about something that might not be on the balance sheet but definitely stirs the pot - ethics. You've got legions of folks out there whose jobs might soon be done by a whirring box or a dancing robot. We're talking about the truck drivers, the warehouse warriors, and maybe even the baristas, all potentially getting an early 'retirement' thanks to AI.

Now, I'm all for progress - bring on the future where I can have a robot brew my coffee while I ponder the meaning of life, I can’t wait for my Optimus robot buddy, Randy. But there's a hefty chunk of humanity that's not quite ready to give up their aprons and hard hats. They might not just resist; they could outright rebel. How do you think this ethical conundrum and potential backlash could shake things up in the market? Could we see stock prices doing the jitterbug over protests against our silicon successors?

And while we're at it, in the grand chess game of progress vs. preservation, are we just pawns moving towards an inevitable checkmate by our AI overlords, or do we have a say in directing this play? What's your take on navigating the ethical minefields without blowing up the innovation train?

Let's get beyond the numbers and speculate wildly about the human element, because, let's face it, the stock market's just a mood ring for society's feelings about the future, right?

Looking forward to your insights from the financial frontlines!

#TSLA ❤Elon❤

Jstuckey
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I've made so much with Cathy And ark

kirkdogg
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💕 the analysis. Thank you for sharing this information. Future technology is difficult to predict. ♥️ That you wade into all aspects of that discussion.

pauleduard
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Awesome stuff. The people complaining about losing money are bitter dimwits. Buy and hold.

mfpears
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Cathie, the bad news for economists is that Artificial Intelligence may do away with their jobs. Just saying. Of course, it will not have your good looks or personality. 💕

stilllearning
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These companies make money by u giving them ur money and they trade it lmao wake up slaves be ur own bank Bitcoin

terpenehunter
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When are you guys going to address Bittensor Tao grayscale and google have already acknowledged this project yet you guys haven’t even mentioned it

jeevzthegod
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Cathy’s fund still has a compound return of 10% since inception. Also I believe that the worst is behind them. Qeasing environment will help ARK a lot. If you held ark through this down period selling now would be a mistake since it basically hit a bottom. NFA

KDISCLUTCH