In this episode of The Brainstorm, Sam Korus, Brett Winton, Nick Grous, and Frank Downing dive into the competitive landscape of AI, exploring why Google is outpacing its rivals with the release of Gemini 3. They discuss the implications of this technological leap, the transformative potential of Nano Banana Pro, and what it means for the future of AI.

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 Wolf.financial, and sponsored by Public. 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:

• Google's Gemini 3 is setting new benchmarks in AI, challenging the dominance of OpenAI's models.
• The introduction of Nano Banana Pro marks a significant advancement in AI's ability to process and present information visually.
• Google's strategic integration of AI across its services is enhancing user personalization and memory capabilities.
• The competitive dynamics in AI are shifting, with Google leveraging its full-stack capabilities to gain an edge over competitors.

To learn more about WOLF: https://wolf.financial

To learn more about Public: https://public.com/