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Sam Korus

Type: Macro Analyst Tracked appearances: 9
Validated speaker AI compute economics

research_url resolved from description with score 15 and attribution unknown.

X / Twitter Website
Analyzed appearances 9
Latest appearance 2026-06-22 07:00
Most seen on ARK Invest

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Economic vision

research_url resolved from description with score 15 and attribution unknown.

Reliability notes

  • Admin-validated speaker with linked X / Twitter profile.
  • Preview built from 9 analyzed appearances.
  • Latest tracked appearance: 2026-06-22 07:00.
  • Most often seen on ARK Invest.

Themes and assets

AI compute economics 2 SpaceX 2 AI bots and deepfakes 1 ai capex 1 AI power demand 1 AI safety marketing 1 Anthropic 1 Anthropic Mythos 1

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ARK Invest
Sam Korus
2026-06-22 07:00
Recent appearance

Big Ideas 2026: Distributed Energy

distributed energyAI power demandWright's Law

Preview:ARK’s Sam Korus argues that distributed energy is a major investment theme because energy is the foundation of economic growth, AI is accelerating power demand, and adding supply should lower prices over time. The thesis is that low-cost generation plus storage can unlock a multi-trillion-dollar buildout, with nuclear, solar, batteries, and stationary storage benefiting from learning-curve dynamics and policy tailwinds.
ARK Invest
Sam Korus
2026-05-20 15:00
Recent appearance

Hyperliquid And SpaceX Synthetic Trading | The Brainstorm EP 132

Hyperliquidperpetual futuresHIP 3 / builder codes

Preview:ARK’s Lorenzo explains Hyperliquid as a fast-growing, bootstrapped perpetuals exchange that has become a major venue in crypto derivatives, especially for synthetic trading and pre-IPO-style markets such as SpaceX.
ARK Invest
Sam Korus
2026-05-13 15:00
Recent appearance

SpaceX And Anthropic Partnership | The Brainstorm EP 131

SpaceXAnthropicAI compute economics

Preview:ARK’s discussion centers on a SpaceX–Anthropic compute deal and what it says about the economics of AI infrastructure. The speakers argue the deal helps both sides: Anthropic gets urgently needed capacity, while SpaceX/XAI monetizes excess data center compute and strengthens the case for space-based AI infrastructure over time.
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