Jozef Soja

88 posts

Jozef Soja

Jozef Soja

@JozefARK

Research Analyst @ARKInvest focusing on AI, cloud computing, and SaaS. Disclosure: https://t.co/fGMRqkJkVd

St. Petersburg, FL Katılım Şubat 2023
122 Takip Edilen1.9K Takipçiler
Jozef Soja
Jozef Soja@JozefARK·
OpenAI and Anthropic's revenues are surging following the release of new productivity tools built on top of their models. After testing a few of them, like Claude Cowork and Claude for Excel, It's clear why. Connecting the ability to take actoin is a key productivity unlock.
ARK Invest@ARKInvest

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Jozef Soja@JozefARK·
This has led to substantial revenue acceleration for leading AI labs. As these agents continue to improve in 2026 and beyond, we think the corresponding investment in automation software, along with the infrastructure that supports it, will scale into the trillions of dollars.
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Jozef Soja@JozefARK·
Put in dollar terms, saving a knowledge worker 30 minutes is worth about $28, based on a median US knowledge worker salary of $56.50 per hour. At $20 per month, ChatGPT now recoups its monthly cost in less than a day of use, based on reports that users save an hour per day.
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Jozef Soja@JozefARK·
Last week, @OpenAI expanded their compute roadmap via a $10 billion deal with chipmaker @cerebras. While 750 megawatts of compute is small compared to other deals OpenAI has made, it's a vote of confidence in Cerebras and an important strategic step for OpenAI.
ARK Invest@ARKInvest

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ARK Funds
ARK Funds@ARK_Funds·
Top-performing stock ETFs of 2025? ARK claims four spots in the top five, according to Morningstar.
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Jozef Soja@JozefARK·
The $20B deal between @nvidia and @GroqInc on Christmas Eve underscored the importance of being able to inference both large, frontier LLMs as well as smaller LLMs for ultra-low latency workloads. Read more about the partnership and Nvidia's roadmap in our weekly newsletter:
ARK Invest@ARKInvest

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Jozef Soja@JozefARK·
Gemini 3 puts Google's full-stack approach on full display, from hardware all the way to applications. Read more about how we view Google's positioning in this week's newsletter:
ARK Invest@ARKInvest

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Jozef Soja@JozefARK·
Last week, @OpenAI completed their restructuring as a Public Benefit Corporation. In addition to clarifying their relationship with Microsoft, this opens the door to an IPO in coming years to help fund their ambitious infrastructure goals. More in this week's newsletter:
ARK Invest@ARKInvest

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Jozef Soja@JozefARK·
Quantum hardware still has a long roadmap ahead of it, but @google is making progress on the software front. Read more about last week's quantum breakthroughs and AI infrastructure buildouts in this week's newsletter:
ARK Invest@ARKInvest

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Jozef Soja@JozefARK·
If China wants to continue to compete with Western models, their biggest hurdle could be access to compute. While Huawei, Alibaba, and others are developing their own chips, China's semiconductor production significantly lags that of TSMC.
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Jozef Soja
Jozef Soja@JozefARK·
While Chinese models' share of tokens inferenced on OpenRouter has grown from near-zero to over 30% by August 2025, American models are far from out of the fight. @xai's Grok Code Fast 1 regained significant share for US-developed models after its release in August.
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Jozef Soja@JozefARK·
China's frontier LLMs may not be as performant as the best-in-class offerings from American labs, but they dominate the leaderboard for open weight models on @ArtificialAnlys's Intelligence Index, with 9 of the top 10 open weight models originating in China.
Jozef Soja tweet media
ARK Invest@ARKInvest

China is gaining on American LLM providers, and the competition is spurring innovation, lowering prices, and accelerating AI adoption. @JozefARK details China's position in the AI landscape in a new research blog. Read now! ark-invest.com/articles/analy…

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Jozef Soja@JozefARK·
We're seeing an "app store moment" for ChatGPT with @OpenAI's Apps SDK. Not only is this an opportunity for software companies to distribute to ChatGPT's 800 million weekly active users, but it's also a key step towards making ChatGPT a superapp for consumers and enterprises.
ARK Invest@ARKInvest

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Jozef Soja@JozefARK·
This pace of productization will likely only quicken with the new App SDK OpenAI just announced at their DevDay. Very excited to see how software platforms will make their tools available to AI assistants.
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Jozef Soja@JozefARK·
The team at @OpenAI is shipping products at an accelerating pace. Last week they released Sora 2, along with an app where users can share their creations and add themselves into AI-generated videos. Also check out @varshikaARK's newsletter on their instant checkout feature:
ARK Invest@ARKInvest

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Jozef Soja@JozefARK·
We're super excited to test @Replit's Agent 3! Increasing the amount of time the agent can run by 10x could be a major capability unlock as agents evolve from a productivity-boosting tool to an autonomous co-worker.
Amjad Masad@amasad

AI agents can prototype apps… But shipping real software takes hours of testing, debugging, and refactoring. Agent 3 is 10× more autonomous — it keeps going where others get stuck. The “Full Self-Driving” moment of software.

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Keşfet

@ARKInvest @OpenAI @cerebras @nvidia @GroqInc @Google @xai @ArtificialAnlys