10/10 read while waiting for my pour over. Introducing Sherwood News ✍️ sherwood.news

“new social app”

In the latest FYI, Gamefam Studios CEO Joe Ferencz joins ARK's Nick Grous, andrew, and advisor Angie Dalton to discuss GameFam's rise in the metaverse, its strategies for future gaming innovations, and the importance of brands in virtual spaces. ark-invest.com/podcast/joe-fe…

It’s official, Square + Cash App + #Bitcoin Super excited to start rolling out Bitcoin Conversions today! Millions of Square sellers will be able to automatically convert 1-10% of their daily sales into bitcoin with Cash App 🚀

Shopify's future is, in my opinion, way way way less about the storefront and more about the backend enablement.

With GPT-4o, this product is nearly ready. The next step (which may have already happened) is teaching the LLM to use iPhone apps. Then, when I tell the AI to order sandwiches for lunch, it can automatically launch the DoorDash app, discuss the options, place an order, and keep

.Robinhood hit $5B in equities trading volume today ... one of our biggest days in the past 12 months

Vertical platforms with broad consumer-merchant networks, like Block, Shopify, and Toast, are prime for promoting digital wallets with the potential to generate $23 billion by 2030. @andrewkimARK does a deep dive into digital wallets in Big Ideas 2024.

Generative AI is ushering in a new era of human-computer interaction. ARK's latest blog by Nick Grous and sweazey presents our research on integrating generative AI and related hardware systems into everyday applications. Read now to learn more. ark-invest.com/articles/analy…

In light of WWDC…

I wrote a piece on AI companions! It explores how gen AI can shape digital entertainment (from a consumer-facing angle) through the end of the decade. As always, we appreciate all questions and feedback.

A great piece from andrew if you are curious about the implications of spending more and more time with Gen AI.

Today, generative AI can create a 3D race car. Roblox is now working on 4D generative AI, where that race car has an engine, moveable parts and a physics rig that enables it to drive down a track — all generated with just a text or voice prompt. corp.roblox.com/newsroom/2024/…

Great work from Andrew It’s not just you vs “the other guy” it’s you vs a gpu cluster using 5MW of power to train a superhuman companion.

Had a great time talking product with Glen Coates! Congratulations to the entire Shopify team for another amazing Edition. ark-invest.com/podcast/unifyi…

In FYI, @andrewkimARK and Nick Grous talk with Glen Coates, VP of Product at Shopify, exploring its role in B2B and D2C commerce. They discuss unified strategy, Markets and Shop Pay, and the role of AI and structured data in enhancing capabilities. arkinv.st/4cjjfO2

Fun chat with andrew Nick Grous about the Edition - thanks for having me on lads

Today was my last day at ARK Invest as I depart to pursue my own startup idea. I am so grateful for the past four years with the ARK team who taught me how to think about the future.