Will Microsoft's Next Gen AI PCs Destroy the Mac? | The Brainstorm EP 48

AI innovations may make Microsoft the new laptop king! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss the latest AI hardware developments surfacing across the consumer technology industry, as well as new system level tools to integrate AI assistance features right into the daily functionality of products.

Key Points From This Episode:
00:00:00 AI Arms Race Heats Up
00:04:04 Microsoft's AI Event
00:06:06 AI Arms Race Heats Up
00:10:48 AI Agents and the Marketplace
00:15:33 AI Arms Race Heats Up

YouTube: @publicinvest


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[FutureGuy]

Is ARK invested in any of the AI leaders you guys talk about week after week? Nvidia, Google, Microsoft... of course not, but Roku 😂

[sytse]

After seeing how Cathie Wood made excuses for missing NVDA, I sold all ARKK and it turned out to be a good decision.

[dwayne]

Nope, first thing every tech savy person is going to do is disable copilot. Screenshotting my desktop every few seconds... no thanks

[tvbhk]

Your team has a horrible performance on the Arkk ETF. Should you talk about how to fix your ETF and how to protect all investors'hard earned money first.

[benh]

What AI if any is happening for the OpenSource space. How will Unix/Linux desktops keep up with offering these features (if they are features)?🤔

[Parzen]

I hear you! A.I. is gonna be huge, just like Nvidia. To make the most of it, avoid quick decisions based on short-term changes. Be patient and think long-term. Getting financial adviser like vivian jean wilhelm can help you make informed choices. Let's plan for the future!

[Larry-jhgf]

Mac has about a 10% gobal market share in the PC market. I doubt that AI is going to swing that one way or another. Apple fans will stay Apple fans no matter what the disadvantages are.

[MN-iwoj]

What’s the point of talking about companies ARK is zero invested in? For fun?

[jamesray]

Whaddya mean OpenAI is going to allow GPT4O to free users in the near future? This must've been recorded a while ago? I already tried it out as a free user over the past 7 days.

[epapanak]

If you look at panel prices (less than 0.15 USD/w) battery price (less than 80 usd/kWh, total equipment for 10 kw installation less than 5000 USD. Receipts available)and the amount of subsidies,   tax brakes and grid upgrades governments give to big companies to provide energy to homes at an ever increasing prices and compare it with how much it will cost governments to provide everything(100% financing) that families will have all energy required at zero cost forever, then you will find that the second option (supporting the families) is much cheaper and it gives not only abundance but also freedom to the individual person. This option requires no talk of UBI which is promoted, because every family will be able to have everything it requires. This distributed energy enhances the country security (see drone hits in Russia) and doesn't require grid upgrades.

[WhiteCloud]

They do a lot of theorizing about the future but the harsh reality is that ARK's actual investment performance has been TERRIBLE for over a decade.

[rangarajsrikant]

You guys have a position and every information is not objectively seen but use it as a confirmation bias style views.

[Farmwald]

I hear you! A.I. is gonna be huge, just like Nvidia. To make the most of it, avoid quick decisions based on short-term changes. Be patient and think long-term. Getting financial adviser like vivian jean wilhelm can help you make informed choices. Let's plan for the future!