In this episode of The Brainstorm, Sam and Nick are joined by Frank Downing to discuss the shifting future of AI models. Most AI companies are focusing on smarter models, but the real game-changer may be how efficiently we run them — and how that shifts market power. When the biggest open source model ever, Kimi K3, launches with 2.8 trillion parameters, it challenges the economics of AI infrastructure and the assumptions about who holds the power in AI innovation.
Key Points From This Episode:
How open source models like Kimi K3 are shifting the cost frontier
Why infrastructure, compute, and energy are becoming the real battleground
What this means for AI leaders, startups, and enterprise deployment strategies
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Podden och tillhörande omslagsbild på den här sidan tillhör
ARK Invest. Innehållet i podden är skapat av ARK Invest och inte av,
eller tillsammans med, Poddtoppen.
