Nick Grous (@GrousARK) / X

Nick Grous

2,323 posts

Nick Grous

@GrousARK

Director of Research: Consumer Internet & Fintech @ARKInvest | email: [email protected] | Disclosure: arkinv.st/2rxmMRG

Chelsea, Manhattan

Joined October 2018

Pinned
Nick Grous
@GrousARK
Feb 23
AI purchasing agents will be here before we know it. It will concentrate spend to the marketplaces that have the lowest pricing, fastest delivery, and broadest inventory. Unfortunately for AI startups, in most cases, delivering on these 3 pillars will take a physical
Are Marketplaces Defensible In The Age Of AI Purchasing Agents?
From ark-invest.com
17K
Nick Grous
@GrousARK
Sep 14, 2021
Apple Events used to be something you didn't want to miss. Now, I can barely watch them. Putting on an event to announce a slightly larger screen every year is starting to lose its luster.
Nick Grous
@GrousARK
Mar 8, 2023
Yesterday @elonmusk mentioned that Twitter currently monetizes at $0.05 per hour with the goal being $0.20 per hour. Some may look at the 4x increase as a stretch but I think it could be quite conservative. Back in 2021 when we looked at hourly monetization rates we estimated
1.9M
Nick Grous
@GrousARK
Jun 2, 2021
Packed.
Nick Grous
@GrousARK
Oct 20, 2025
The AWS outage is arguably more impactful to someone just going about their day to day life than the government shutdown. That should tell you everything about the strategic importance of the cloud players.
85K
Nick Grous
@GrousARK
Feb 24, 2021
NFTs make virtual economies possible. NFT's provide scarcity in a world where things are infinite. Game engines like Unreal and Unity make creating virtual worlds easier. When these technologies converge, the opportunity will be unimaginable. Finite assets in infinite worlds.
Nick Grous
@GrousARK
Mar 17, 2021
Pinduoduo has surpassed Alibaba to become the largest e-commerce platform in China (measured by annual active buyers). Pinduoduo was founded in 2015. Alibaba was founded in 1999.
Nick Grous
@GrousARK
Jan 23, 2023
ChatGPT went 3 for 3 in the divisional round. It also got the Bills Bengal's game nearly perfect.
686K
Nick Grous
@GrousARK
Oct 7, 2020
The power of TikTok: Man makes video "vibing" to Fleetwood Mac's 'Dreams' while drinking Ocean Spray cranberry juice. 26M views later... 'Dreams' hits 8.47M streams (+125% from the prior week before video) Ocean Spray buys the man a truck thanking him for the free publicity.
00:00
Nick Grous
@GrousARK
Jan 24, 2023
ChatGPT likes the Chiefs by 8 points and the Eagles by 10 points based on the offensive, defensive and special team stats I gave it. I should note that I did not tell ChatGPT Mahomes is injured.
Nick Grous
@GrousARK
Jan 23, 2023
ChatGPT went 3 for 3 in the divisional round. It also got the Bills Bengal's game nearly perfect.
272K
Nick Grous
@GrousARK
Jun 3, 2021
Twitch watch time in 2021 has already surpassed all of 2019. That is 10.8 billion hours watched in 2021 so far.
Nick Grous
@GrousARK
Mar 4, 2021
NFTs will unlock more value for content creators than any platform in history.
Nick Grous
@GrousARK
Jan 28, 2021
Robinhood gets dragged through the mud for 'encouraging' risky retail trading for years... Risky retail trading begins to pay off... Robinhood shuts down access to said risky trading... Robinhood now getting backlash for not allowing risky trading.
Nick Grous
@GrousARK
Apr 8, 2020
Seeing all the numbers related to increased gaming and then realizing most games lead back to Tencent in one way or another.🤯 Tencent has its hand in 7 out of the 10 top-grossing games since the Great Recession.