In this episode, Sam and Nick discuss the Model Context Protocol (MCP), its significance in AI development, and its implications for the future of agentic AI. They explore how MCP simplifies the integration of AI applications with web services, making it easier for developers to enhance their models. The discussion also touches on the current trends in AI, consumer adoption, and the potential for AI to revolutionize shopping experiences.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
00:00:00 Intro
00:00:22 Anthropic X OpenAI
00:03:26 The Future Of Agentic AI
00:07:44 Inside The New Internet
00:10:56 Meta’s Llama 4 Launch
00:11:54 The Battle For Open-Source Dominance
00:14:02 Should AI Rely On Benchmark Standards?
00:17:20 How AI Platforms Actually Stand Out
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