ARK: OpenAI's 1.2B users could be its agentic advantage
DMaguireARK · x · 2026-10-06
ARK Invest's weekly newsletter (by Karim Mattar) argues OpenAI's 1.2 billion users could become its agentic platform advantage. The post also covers Starship Flight 14 reaching orbit, and ARK's view that alternative launch providers will have room once Falcon 9 retires and SpaceX goes all-in on full reusability.
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