FYI - For Your Innovation: Recent Episodes
ARK Invest
The FYI – For Your Innovation Podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs.
In this episode of The Brainstorm, Sam and Nick and Brett discuss whether Tesla’s Shanghai factory could derail a rumored Tesla-SpaceX merger, and why both expect an announcement before the end of the year. Then, the team turns to AI economics: a benchmark that no model could crack at any price in January can now be beaten for 15 cents per task. With costs collapsing 99.99% on an annualized basis, the debate shifts to who actually wins, frontier labs, open source challengers, or the companies building AI hardware.
Key Points From This Episode:
- Why Tesla China complicates, but may not kill, a potential SpaceX-Tesla merger
- How 99.99% annualized AI cost declines are resetting the model race
- Whether frontier labs, open source, or AI hardware locks in the next winners
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of Bitcoin Brainstorm, Rod Roudi is joined by Cathie Wood, Lorenzo Valente, Steve Lee, Jesse Posner, and Paul Itoi to examine the growing convergence of Bitcoin, artificial intelligence, and energy. The group explores whether agents will settle in Bitcoin or stablecoins, why self-custodied AI could become essential for individuals and companies, and how open models, distributed compute, and Lightning payments may reshape collaboration. From Buzz and peer-to-peer inference to AI-assisted Bitcoin security and the changing structure of the firm, the conversation shows how open money and open intelligence could reinforce each other.
Guests on this month’s Bitcoin Brainstorm include:
- Cathie Wood: Founder, CEO and CIO at ARK Invest
- Lorenzo Valente: Director of Research, Digital Assets, ARK Invest
- Steve Lee: Lead, Spiral (Block)
- Jesse Posner: Co-Founder, Vora
- Paul Itoi: Co-Founder & CEO, Stakwork
- Rod Roudi: Founder, Bitcoin Park
Key Points From This Episode:
- 00:00:00 Cathie Wood on simultaneous S-curves and the potential for super-exponential growth.
- 00:07:11 Jesse Posner on how privacy, speech, and self-determination increasingly depend on decentralized technology.
- 00:11:58 How ARK's cross-technology research structure helps its analysts evaluate convergence.
- 00:16:47 Paul Itoi on why stablecoins fit workers who cannot absorb Bitcoin's short-term volatility.
- 00:23:49 Steve Lee on stablecoins as a fintech evolution and Bitcoin as a monetary revolution.
- 00:28:35 Why self-custodied AI could become as important as self-custodied money.
- 00:40:27 How control of models and agentic traces protects companies from dependence on foundation-model providers.
- 00:56:48 Why narrow models, distributed training, and micropayments can move work beyond company boundaries.
- 01:03:55 How AI security tools expose a capability gap between Bitcoin attackers and open-source defenders.
Learn more about Bitcoin Park: bitcoinpark.com
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode of FYI, Tasha Keeney and Daniel Maguire sit down with Bobby Healy, founder and CEO of Manna, to examine the rapidly expanding drone delivery market. Bobby explains how Manna’s autonomous aircraft can deliver food and other goods within minutes, why its hot-swap architecture supports high-volume operations, and how regulation is opening the US market. They also discuss the operational challenges behind drone delivery, Manna’s use of ground robots and AI, opportunities across food, medical, grocery, and parcel delivery, and Bobby’s expectation that drone delivery will reach cities across the United States within five years.
Key Points From This Episode:* [00:00:00] Introduction to Manna and the drone delivery market * [00:06:46] Why Bobby Healy founded Manna * [00:07:41] The current drone delivery landscape * [00:10:01] How an autonomous Manna delivery works * [00:15:20] Operational challenges and aircraft maintenance * [00:17:59] Regulation and Manna’s US expansion plans * [00:21:54] Why Manna prioritizes food delivery * [00:24:37] Medical, parcel, and grocery delivery opportunities * [00:30:09] Partnerships with delivery aggregators and brands * [00:39:09] How Manna uses AI and automation * [00:44:21] The potential size of the drone delivery market * [00:48:55] Goal of reducing delivery costs from nearly $10 to $0.50
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode of The Brainstorm, Tasha Keeney, Nicholas Grous, and Brett Winton uncover how SpaceX's latest Starship test flight is revolutionizing space travel, slashing launch costs, and how this potentially unlocks new commercial opportunities. Plus, a deep dive into AI’s rapid evolution, cost declines, and the real race behind the frontier of intelligent models.
Key Points From This Episode:
- Why SpaceX’s recent test flight is a critical milestone toward fully reusable rockets and what that means for satellite deployment costs
- How AI models are getting exponentially cheaper, with potential savings of 97x in just a year and a half, and what this implies for knowledge work
- The true battleground between frontier and open-source models and why the race to dominate AI is about economic power, not just technological capability
- The subtle ways AI-driven automation and intelligent agents are transforming marketing, operations, and even consumer choice
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of The Brainstorm, Sam and Nick are joined by Frank Downing to discuss the shifting future of AI models. Most AI companies are focusing on smarter models, but the real game-changer may be how efficiently we run them — and how that shifts market power. When the biggest open source model ever, Kimi K3, launches with 2.8 trillion parameters, it challenges the economics of AI infrastructure and the assumptions about who holds the power in AI innovation.
Key Points From This Episode:
- How open source models like Kimi K3 are shifting the cost frontier
- Why infrastructure, compute, and energy are becoming the real battleground
- What this means for AI leaders, startups, and enterprise deployment strategies
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of FYI, Brett Winton hosts Dylan Robbins, founder and CEO of Lucra Sports, to discuss how white-label gamification is reshaping brand loyalty. Dylan traces Lucra's evolution from a peer-to-peer sports betting app built at Stanford Business School into an enterprise software platform that powers leaderboards, challenges, tournaments, payments, and compliance for brands across fitness, hospitality, competitive entertainment, mobile gaming, and recreational sports. He explains why won rewards get redeemed when coupons don't, how partners like Dave & Buster's and Puttshack drive more visits, longer dwell times, and higher spend per visit, and how Lucra is using AI and its growing data set to personalize tournaments and marketing. The conversation also covers Lucra's $25 billion addressable market, the premium consumers place on in-person experiences, and Dylan's five-year vision for making friendly competition ubiquitous.
Key Points From This Episode:* (00:00:00) Introduction * (00:01:25) Lucra's white-label gamification model: powering loyalty and games for brands. * (00:02:20) Digitizing offline competition, from mini golf and darts to board games. * (00:04:15) How Lucra evolved from peer-to-peer sports betting into recreational games. * (00:05:50) The pivot to Business-to-Business (B2B): becoming a full-stack loyalty solution for enterprise partners. * (00:07:00) Lucra's three value propositions: more visits, longer dwell times, higher spend. * (00:08:30) Tournaments and asynchronous play across locations. * (00:10:30) Why customers redeem rewards they win but ignore the coupons they are given. * (00:12:15) Using Artificial Intelligence (AI) and first-party data to personalize tournaments and marketing. * (00:15:00) Mobile mini games as a beachhead to drive in-person visits. * (00:16:20) The long-term vision: making friendly competition ubiquitous. * (00:19:00) How Lucra deploys AI internally without losing its in-person core. * (00:21:30) Sizing a $25 billion Total Addressable Market (TAM) across six sectors. * (00:24:40) Where Dylan wants Lucra to be in five years.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode of The Brainstorm, Brett, Sam, and Nick are joined by Frank Downing to break down how OpenAI, Anthropic, Meta, and X are competing on performance, pricing, and deployment strategy as the AI market gets more efficient. Frank Downing explains why the economics of AI matter as much as the benchmarks, while Brett Winton argues the true “iPhone moment” for agentic AI may still be ahead.
Key Points From This Episode:
- AI competition is increasingly about economics, not just intelligence. Companies are choosing between expensive frontier models and cheaper open-source alternatives based on cost, performance, and strategic fit.
- The real "iPhone moment" for AI may still be ahead. Model benchmarks are improving, but reliable autonomous task execution is what could ultimately matter.
- Open-source and lower-cost models are gaining traction on simpler knowledge work. That could commoditize parts of the market and pressure the business models of frontier labs.
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of The Brainstorm, Brett and Sam are joined by Daniel Maguire to discuss Tesla’s Model Y L and what it could mean for family buyers and robotaxi strategy, plus Rocket Lab’s acquisition of Iridium and the growing importance of satellite bandwidth and launch capacity. The conversation also dives into the state of frontier AI models and open source vs. closed systems.
Key Points From This Episode:
- Robotaxis will need flexible vehicle form factors that match different passenger and use-case needs.
- Spectrum and bandwidth are becoming scarce, high-value assets in the satellite industry.
- Frontier AI models stay valuable because the highest capabilities command the strongest pricing power and strategic advantage.
- Vertical integration gives space companies better control over supply, capacity, and long-term resilience.
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of The Brainstorm, Brett, Sam, and Nick discuss SpaceX’s Starfall, a new orbital delivery concept that could move cargo anywhere on Earth at extraordinary speed and open up new possibilities for military logistics and space manufacturing. The team also breaks down why Apple is raising prices as memory costs surge across the hardware industry, driven by AI demand and constrained Dynamic Random-Access Memory (DRAM) supply. Finally, they debate whether open-weight models are starting to pressure frontier AI leaders like OpenAI and Anthropic, or whether this is just a temporary shift toward more efficient spending.
Key Points From This Episode:
- The episode explores SpaceX’s Starfall concept, which could enable rapid point-to-point delivery from orbit and reshape both military logistics and emergency response.
- Apple’s price increases are framed as part of a broader DRAM crunch, with hyperscalers and AI workloads driving up memory costs across consumer hardware.
- We debate whether companies are starting to shift toward lower-cost, more efficient models, which could challenge the economics of OpenAI, Anthropic, and other frontier model providers.
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of The Brainstorm, Brett, Sam, and Nick explore the future of prediction markets, cutting-edge medical AI, and the surprising power of global events to reshape financialization. You’ll discover how the World Cup has catapulted prediction markets into the spotlight, with volume trending towards over $100 billion annualized. We also uncover a revolutionary medical scanning device that promises to do high-definition ultrasound in a fraction of the cost and time, and break down the implications of accessible, frequent scans—tracking disease progression and enabling personalized health insights—while sparking debate on regulations, data privacy, and consumer bioscience.
Key Points From This Episode:
- Prediction markets are seeing a huge surge in volume during the World Cup, driven partly by sports-betting restrictions in the U. S. and by new users exploring adjacent markets like crypto and Key Performance Indicators (KPI)/event-based contracts.
- Kalshi appears to be benefiting more than Polymarket in the current wave, with stronger U. S.-market exposure and regulatory positioning, while Polymarket’s share has fallen and it’s facing trust/marketing scrutiny.
- Midjourney’s new medical scanning device sparked excitement and controversy because it could make frequent, lower-cost scans possible, potentially improving early detection and longitudinal health data, but also raising concerns about ambiguous findings and the tension between biohacking and traditional medical science.
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of The Brainstorm, Brett, Sam, and Nick explore how SpaceX’s initial public offering (IPO) could revolutionize the space and satellite industries, with Elon Musk’s trillion-dollar vision focusing on Starlink satellites and AI orbital data centers. They discuss the intricate financial strategies that could propel SpaceX to $400 billion in revenue, and how Tesla’s Robotaxis signal a massive investment opportunity in space-enabled infrastructure. Finally, they breakdown the news of Fox acquiring Roku, unlocking synergies in the connected television era, and why understanding these shifts is crucial for future tech dominance.
Key Points From This Episode:
- The true value of space-related ventures lies in leveraging cash infusion to accelerate future technological scaling, emphasizing long-term growth over short-term profitability.
- Transformative tech companies' valuations depend on bundling consumer relationships with advanced infrastructure, creating a powerful moat that ensures future user lock-in.
- Developments in AI are democratizing capabilities, shifting the focus from restriction to adaptation, highlighting the unstoppable nature of open-source progress.
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of FYI, Brett Winton and Chase Prather host Andy Tang, partner at Draper Associates, to discuss how venture capital is evolving alongside AI, deep tech, and shifting market dynamics. Andy reflects on his 20-year investing career, the growing importance of AI-native companies, and why the cost of execution is rapidly declining for startups. The conversation explores founder psychology, the role of contrarian investing, and how Draper approaches unconventional ideas ranging from artificial wombs to AI-generated companies and personalized cancer therapies. Andy also shares insights on venture ecosystems, market cycles, and the characteristics that separate enduring founders from everyone else.
Key Points From This Episode:* 00:00:00 Introduction * 00:06:09 How AI-native startups are reshaping venture capital strategies. * 00:20:47 Why the cost of building companies is falling dramatically. * 00:28:18 How venture ecosystems evolve through successful Initial Public Offering (IPO) cycles. * 00:42:11 How venture investors evaluate founder ambition and long-term outcomes. * 00:50:02 How AI could enable single-person or founderless companies. * 00:53:26 The idea of growing replacement organs outside the human body. * 00:54:01 Personalized “end-of-one” cancer treatments and custom clinical trials. * 00:57:05 Why declining biotech costs could transform healthcare economics.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode of The Brainstorm, Brett and Nick discuss Apple's latest AI strategy announced at the 2026 Worldwide Developers Conference (WWDC), including a major Siri upgrade. They explore how Apple's integration of Gemini models and on-device capabilities could transform Siri into a deeply personal AI companion. They also analyze the strategic moves of industry giants—Google, Microsoft, Anthropic, and SpaceX—and what their latest AI and data center investments mean for the future of computing, infrastructure, and enterprise value.
Key Points From This Episode:
- AI is fundamentally reshaping product ecosystems, requiring cautious, incremental deployment to prevent overpromising and maintain trust. Apple's approach to embedding deeper context access in Siri exemplifies this principle.
- The challenge lies in transforming AI prototypes into polished, error-minimized products that can scale globally. Apple's delays highlight the importance of quality and reliability in influencing user experience.
- Winning in AI involves building a hardware ecosystem that captures personal context continuously. Apple's integration of wearables, phones, and glasses aims to create a seamless user experience by acting as both input and context-capturing hardware.
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of FYI, Brett Winton, Cathie Wood, and Charlie Roberts sit down with Bryan Johnson, founder of Blueprint and creator of Braintree. They explore his pursuit of extending human life and the broader philosophical shift toward valuing existence itself. Bryan shares the origin of his ideas, the role of AI in accelerating change, and why he believes humanity must rethink its priorities. The conversation also covers practical approaches to improving health today, including sleep, behavior, and measurement, alongside the long-term implications of longevity science.
Key Points From This Episode:* (00:00:00) Bryan Johnson’s motivation to pursue longevity and impact humanity * (00:02:56) The belief that this generation may be the first that does not have to die * (00:06:26) The need for a new ideology centered on life and death * (00:16:24) Longevity as an economic and market-driven opportunity * (00:22:48) The expanding complexity of AI and limits of prediction * (00:27:28) Sleep as the foundation of health and longevity * (00:28:16) Using resting heart rate as a core health metric * (00:33:07) The impact of screens, light, and behavior on sleep quality * (00:37:30) The role of caffeine, stress, and routine in sleep optimization * (00:43:58) The current limits of anti-aging therapies and future breakthroughs * (00:50:23) The role of exercise and building sustainable health routines * (00:55:31) The “right to exist” as the next major societal framework
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode of The Brainstorm, Brett, Nick and Sam are joined by Daniel Maguire to discuss Blue Origin's recent rocket explosion, which has sparked a pivotal discussion on the future of space launch dominance and AI infrastructure investments. They explore how industry giants like SpaceX might capitalize on these setbacks, potentially reshaping the competitive landscape with strategic infrastructure investments.
Key Points From This Episode:
- SpaceX and other leaders are building infrastructure more efficiently than traditional players, reducing costs and influencing market dynamics.
- Companies are paying inflated prices for Graphics Processing Unit (GPU) capacity as a strategic buffer, revealing that perceived scarcity is often due to strategic pricing rather than true supply constraints.
- The useful life of data center chips extends beyond original ratings, allowing companies to sustain higher margins and boost capital efficiency.
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of Bitcoin Brainstorm, Rod Roudi is joined by Cathie Wood, Adam Back, Hunter Beast, Rob Hamilton, Ren Crypto Fish, and David Puell for a deep discussion on quantum computing and its implications for Bitcoin. The group examines the technical, financial, and governance challenges posed by advances in quantum technology, while also exploring the progress being made on post-quantum cryptography and Bitcoin security research. From institutional concerns and custodial infrastructure to migration paths and consensus-building, the conversation highlights how developers, researchers, and investors are collaboratively addressing one of Bitcoin’s most discussed long-term risks.
Guests on this month’s Bitcoin Brainstorm include:
- Cathie Wood: Founder, CEO and CIO at ARK Invest
- David Puell: Research Trading Analyst/Associate Portfolio Manager, Digital Assets, ARK Invest
- Adam Back: CEO, Blockstream
- Ren Crypto Fish: General Partner, Electric Capital
- Rob Hamilton: Co-founder & CEO, AnchorWatch
- Hunter Beast: Author, BIP360
- Rod Roudi: Founder, Bitcoin Park
Key Points From This Episode:
- [00:00:00] Why quantum computing has become a major topic within Bitcoin discussions.
- [00:02:07] The role of Wright’s Law and Moore’s Law in estimating quantum progress.
- [00:04:38] Different quantum computing architectures and their implications for Bitcoin security.
- [00:05:58] Adam Back’s overview of post-quantum signatures and Blockstream’s research efforts.
- [00:06:55] How Bitcoin layer twos like Liquid are being used as testing grounds for quantum-resistant tools.
- [00:07:30] The trade-offs between signature size, speed, and security in post-quantum cryptography.
- [00:09:35] The importance of minimizing feature creep in Bitcoin upgrades.
- [00:11:41] Institutional investor concerns surrounding Bitcoin’s quantum readiness.
- [00:22:28] Why Bitcoin developers favor conservative cryptographic approaches.
- [00:26:20] The collaborative nature of Bitcoin’s open-source research ecosystem.
- [00:31:45] The distinction between long-range and short-range quantum attacks.
- [00:38:49] How custodians and hardware security module providers may need to prepare for migration.
- [00:45:35] Discussions around lost coins and the philosophical debate surrounding frozen or deprecated keys.
- [00:50:40] The importance of rough consensus within Bitcoin governance.
- [01:01:20] Why communication and investor education remain critical during this process.
Learn more about Bitcoin Park: bitcoinpark.com
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode of The Brainstorm, Brett, Nick and Sam are joined by Daniel Maguire and Tasha Keeney to discuss the expected June 12th initial public offering (IPO) of SpaceX. SpaceX’s recently filed S-1 revealed a significant opportunity across launch, Starlink, AI compute, and orbital data centers. The team unpacks the bull and bear cases, Starship’s role, and whether SpaceX could become the backbone of future AI infrastructure.
Key Points From This Episode:
- SpaceX’s S-1 reframed the company as an AI infrastructure story, with xAI, Colossus data centers, and the Anthropic deal suggesting a major opportunity beyond launch and Starlink.
- Starship is the key unlock, potentially driving launch costs below $100/kg, accelerating Starlink bandwidth deployment, and making orbital data centers economically viable.
- The biggest risks are execution and monetization, including Starship reusability timelines, turning bandwidth into revenue, staying competitive at the AI frontier, and managing potential future integration with Tesla.
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of FYI, Brett Winton is joined by David Puell, Nic Carter, and Alex Pruden to examine the potential risks quantum computing poses to Bitcoin. The group explores how advances in quantum technology could compromise cryptographic security, what a “broken” Bitcoin system might look like in practice, and the technical pathways for mitigation. They also debate upgrade strategies, trade-offs in post-quantum cryptography, and the controversial question of how to handle vulnerable coins, including those attributed to Satoshi.
Key Points From This Episode:00:00:00 Introduction to the discussion on Bitcoin and quantum computing risk with expert guests.
00:02:37 Explanation of how Bitcoin’s digital signatures work and how quantum computers could forge them.
00:03:44 Public key exposure during transactions creates vulnerability to quantum attacks.
00:05:40 Examples of exposed keys across Lightning Network, bridges, and exchange infrastructure.
00:06:49 Breakdown of two attack vectors: dormant addresses vs. real-time mempool attacks.
00:08:17 The “point of no return” where fast quantum attacks prevent on-chain migration to safety.
00:12:13 Overview of different quantum hardware approaches and their trade-offs.
00:18:49 Skepticism around hype cycles and commercialization challenges in quantum computing.
00:20:35 Argument for preparing early rather than assuming slow technological progress.
00:29:40 Trade-offs in post-quantum cryptography, including performance and security assumptions.
00:34:00 Debate over whether to wait for better cryptographic solutions or act immediately.
00:40:09 Introduction of the issue of vulnerable dormant coins, including Satoshi’s holdings.
00:50:41 Evidence of division within the Bitcoin community on handling vulnerable coins.
00:51:50 Proposed solutions including burning coins or extending the supply curve.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
Hyperliquid is revolutionizing global markets with its innovative blockchain, facilitating $3 trillion in annual volume and rivaling giants like Binance. In this episode, Lorenzo Valente reveals how hyperliquid's cutting-edge technology and products like perpetual futures are democratizing access to private markets and reshaping the future of trading.
Key Points From This Episode:
- The secret sauce behind hyperliquid's rapid growth despite a bear market, including their purpose-built blockchain and low-latency infrastructure.
- The role of oracle prices in creating synthetic markets for assets with no public data, and the fascinating case of SpaceX's synthetic trading leading up to its Initial Public Offering (IPO).
- How perpetual futures on SpaceX, Cerebris, and commodities are democratizing access to private markets before they go public.
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of The Brainstorm, Brett, Frank and Sam explore the groundbreaking deal between SpaceX and Anthropic, focusing on the implications for AI compute infrastructure, space-based data centers, and the economics behind data centers.
Key Points From This Episode:
- Economic Value of Space-Based AI: The true value lies in scarcity and speed to market rather than cost savings. Companies prioritize immediate access to space-based compute for strategic advantages.
- Advancements in Hardware Efficiency: Progress in chips and models is driving revenue growth and expanding margins across the AI stack, allowing profitable growth even with capital constraints.
- Vertical Integration for Rapid Deployment: Controlling chip fabrication and manufacturing accelerates deployment timelines, providing a competitive edge in scaling AI infrastructure quickly.
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of FYI, Lorenzo Valente sits down with ARK Invest CEO Cathie Wood and Changpeng Zhao (CZ), founder of Binance, to examine his journey from early life in China to building the world’s largest crypto exchange. CZ shares how Binance scaled rapidly, the regulatory challenges it faced, and how the crypto industry has evolved over the past decade. The conversation also covers institutional adoption, stablecoins, AI’s role in accelerating innovation, and CZ’s outlook on Bitcoin, exchanges, and the future of global finance.
Key Points From This Episode:● 00:00:00 CZ’s early life, founding Binance in 2017, and rapid growth during the initial coin offering (ICO) boom.
● 03:23:00 Key drivers behind Binance’s dominance: user protection, speed, and security.
● 07:07:00 Institutional participation in crypto has accelerated faster than expected.
● 12:00:00 Convergence of traditional finance and crypto into a single system.
● 15:03:00 Fee compression and increased competition driven by blockchain efficiency.
● 23:44:00 The evolution toward “everything exchanges” offering multiple asset classes.
● 34:01:00 Growth and competition among global stablecoins.
● 45:58:00 Institutional inflows stabilizing and supporting crypto markets.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode of The Brainstorm, Brett, Nick and Sam offer a comprehensive analysis of mega-cap tech companies, focusing on CapEx trends, AI integration, user engagement, and market demand. They discuss Meta's AI strategies, cloud spending, and the evolving landscape of digital entertainment and enterprise productivity.
Key Points From This Episode:
- Meta's hidden advantage is distribution, not AI products: The core of Meta's value lies in its vast, highly engaged user base, not in its publicly visible AI tools.
- CapEx increases often signal demand acceleration, not just spending: A rising CapEx number indicates companies are building capacity to meet surging demand, especially driven by AI and cloud adoption.
- AI-driven productivity expansion surpasses simple cost savings: Tools like ChatGPT or Claude fundamentally unlock higher productivity levels by enabling tasks previously impossible or impractical.
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of The Brainstorm, Brett, Nick and Sam explore how AI is reshaping technology, from coding to consumer devices, and how SpaceX's acquisition of Cursor at a $60 billion valuation could redefine the future of technology. They delve into the strategic layers of AI, revealing insights into SpaceX's long-term advantage and the potential revolution in space launches and satellite deployment.
Key Points From This Episode:
- SpaceX's acquisition of Cursor highlights a strategic move to integrate AI into space technology, aiming for long-term advantages.
- The episode explores how AI is transforming various tech layers, from coding to consumer devices, emphasizing its growing influence.
- Insights into Apple's ecosystem and the potential of AI in consumer devices reveal the competitive edge in controlling the AI pipeline.
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of FYI, Brett Winton and Charles Roberts sit down with Michael Stewart of M12, Microsoft’s venture fund, to examine how AI is reshaping software, infrastructure, and investment strategy. Michael explains how M12 identifies emerging signals across the AI ecosystem, from generative AI adoption to enterprise spending shifts. The conversation covers the evolution from SaaS (software as a service) to AI-driven models, pricing dynamics, and the growing importance of compute efficiency. They also discuss future opportunities in consumer AI, material science, and the need to rethink the data center as demand for AI accelerates.
Key Points From This Episode:00:00:00 Introduction to M12 and its role within Microsoft
00:04:41 The current AI landscape and platform shift thesis
00:09:47 The gap between technical capability and user adoption
00:14:33 Compute constraints and the need for model efficiency
00:20:55 The concept of “wholesale AI” and token-based enterprise models
00:28:00 Uneven AI usage across users and organizations
00:31:47 Capturing value: productivity gains vs. software pricing
00:35:34 Investment themes: consumer AI and smart TV experiences
00:38:58 AI in science and material discovery opportunities
00:44:35 Introduction to the data center of the future
00:51:35 Capital markets, AI demand, and infrastructure investment gaps
00:55:53 Why current AI investment narratives may be backward-looking
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode of The Brainstorm, Brett, Nick and Sam explore the emerging landscape of digital identity verification, focusing on World ID and its implications for online security, business models, and advertising. They discuss the technical challenges, regulatory hurdles, and future potential of proof of humanhood in a bot-dominated world.
Key Points From This Episode:
- Authenticity verification is inevitable but deeply complex. As AI-generated content and deepfakes proliferate, proving human authenticity will become essential, requiring nuanced proof systems that balance privacy, convenience, and security.
- Authenticity verification is inevitable but deeply complex. As AI-generated content and deepfakes proliferate, proving human authenticity will become essential, requiring nuanced proof systems that balance privacy, convenience, and security.
- Proof of human or human-like presence will shape the future of digital interactions. Authenticating not just a person but their intent through bound bot actions will create a hierarchy of authenticity across social, financial, and security domains.
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
Learn more about WOLF: https://wolf.financial
Learn more about Public: https://public.com/
Disclosure: http://arkinv.st/39rzF94
In this episode of The Brainstorm, Brett, Nick and Sam explore the latest developments in AI models like Mythos, the strategic moves of companies like Anthropic, OpenAI, and Meta, and the future of social networks in an AI-driven world. They discuss the implications of AI safety, compute constraints, market dynamics, and innovative social trust networks.
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:
- Anthropic's new AI model, Mythos, is being withheld for 100 days to allow top companies to patch vulnerabilities, raising questions about whether this is a marketing tactic or a genuine safety measure.
- The competition between AI companies like Anthropic, OpenAI, and Meta revolves around balancing compute resources and enterprise versus consumer focus, with each company making strategic decisions to maximize their market position.
- The discussion highlights the evolving landscape of AI, where product quality and distribution are key factors in determining success, and the potential for new social networks based on trust relationships rather than broad social media connections.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
In this episode of The Brainstorm, Brett, Nick and Sam explore the transformative impact of public and private space initiatives, focusing on how NASA's missions and SpaceX's innovations are accelerating progress toward lunar bases and Mars colonies. Discover the economic implications of SpaceX's reusable rockets and AI-powered satellites, and how these advancements are shaping a trillion-dollar industry.
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:
- The true power in space exploration comes from technological leadership, not just financial investment, as exemplified by SpaceX's advancements in reusable rocket technology.
- Valuation of innovative companies often reflects future potential, not current cash flow, with SpaceX's valuation grounded in its technological edge and expanding markets.
- Competition in frontier markets hinges on technological timing rather than mere capacity, with SpaceX's lead arising from ongoing improvements in reusability and thrust efficiency.
For more information on our thoughts around OpenAI: https://x.com/downingARK/status/2041158083083210866?s=20
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
In this episode of The Brainstorm, Nick and Sam are joined by Nicole Kagan, Head of Research at Kalshi. They discuss how prediction markets could revolutionize risk management across every industry you can imagine. From macroeconomic trends to cultural phenomena, she's uncovering how financializing uncertainty creates vast new opportunities for entrepreneurs, investors, and even governments.
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:
- Prediction markets are transforming risk management because they enable direct hedging of any future event, radically expanding the scope and precision of risk transfer.
- The true power of prediction markets lies in their distribution of certainty, not just point estimates, which reveals how confident the market is about future outcomes.
- Liquidity is the critical enabler of effective prediction markets, but its emergence depends more on participant interest than on formal market design.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
In this episode of The Brainstorm, Brett, Nick, and Sam delve into Elon Musk's ambitious Terafab project, a revolutionary semiconductor manufacturing facility poised to transform the future of AI and space infrastructure. Discover how Musk's strategy integrates energy, manufacturing, and space into a cohesive ecosystem, aiming to produce trillions of chips and power space colonization. Join us as we explore the implications of this $20 billion venture and its potential to reshape global technology and innovation.
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:
- Elon Musk’s Terafab aims to vertically integrate the semiconductor supply chain, turning a complex industry into a proprietary ecosystem that enhances scale, flexibility, and control.
- The success of Musk's ventures relies on interconnected breakthroughs, such as Starship’s reusability and Moon mass drivers, which must succeed simultaneously to drive exponential growth.
- By overinvesting in AI compute and semiconductor capacity, companies like Tesla and SpaceX are bypassing traditional supply chain constraints, accelerating innovation, and reshaping industry standards.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Frank Downing to discuss how XAI is shifting gears, aiming to turn that raw power into practical, revenue-generating products. Elon Musk’s latest moves reveal a daring strategy: leveraging Tesla’s custom chips, SpaceX’s orbital infrastructure, and a close-knit integration of AI and hardware. The question is, can XAI reinvent itself with this vertical integration, or will it become just another seller of compute?
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:
- The key to competitive advantage now lies in how models are packaged and integrated for real-world application rather than just their raw capabilities.
- Success depends on seamlessly combining technological capabilities with the right distribution channels and user interfaces.
- Dominance in AI is increasingly driven by proprietary hardware and custom chips that reduce reliance on expensive, profit-margined cloud providers.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Alap Shah, CIO of Lotus Technology Management, and co-author of the viral Citrini Report. Alap reveals a provocative scenario: an acceleration in AI capabilities might wipe out a significant portion of white-collar jobs faster than expected, risking both economic disruption and widening inequality. He also teases his follow up report, being released in the coming weeks.
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:
- The scarcity of human intelligence, once the economic foundation, is at risk as AI turns this scarcity into abundance, potentially disrupting value and production.
- AI-driven productivity gains could exacerbate inequality unless systemic changes are made to ensure equitable distribution of benefits.
- The timing mismatch between technological productivity and job displacement could lead to economic instability, requiring proactive policies to smooth the transition.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
In this episode of The Brainstorm, Brett, Nick, and Sam dissect how industry giants like Block are slashing 40% of their workforce overnight while accelerating AI adoption, challenging everything you thought you knew about employment, productivity, and economic growth. You’ll discover the real reason behind Jack Dorsey’s massive layoffs, surprising data on revenue-per-employee ratios, and the shift from tools to agentic systems.
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:
- Anthropic's recent conflict with the Department of War over the use of their Claude model highlights the complexities of AI governance and the impact of political stances on market positioning.
- The rapid downsizing of high-performing companies suggests that AI-driven efficiency gains are fundamentally disruptive, challenging traditional notions of organizational scale.
- Prediction markets face challenges with transparency and insider trading, but they hold long-term potential for providing real-time intelligence and liquidity in equity markets.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
In this episode of FYI, Brett Winton and Nick Grous sit down with Leif Abraham, co-founder and co-CEO of Public. They examine how the brokerage landscape is shifting as digital-native investors seek more sophisticated tools, and why Public is focused on the top quartile of earners positioned to compound wealth. Leif discusses agentic AI workflows, generated assets, platform design trade-offs, prediction markets, and how Public is balancing short-term monetization with long-term customer lifetime value.
Key Points From This Episode:00:00:00 Public’s positioning in the modern brokerage landscape
00:07:17 The K-shaped economy and focusing on the top quartile
00:09:04 Building a “serious” financial service centered on trust
00:10:06 Product depth vs. simplification in brokerage design
00:11:00 Generated Assets: prompting AI-built custom portfolios
00:13:21 Digital natives as hybrid self-directed investors
00:15:04 How AI is transforming internal product development
00:19:55 Launching agentic workflows for money movement and trading
00:23:38 Compressing the distance from idea to execution
00:27:34 Guardrails, approvals, and trust in AI-driven execution
00:30:26 Short-term trading revenue vs. long-term lifetime value
00:33:32 Agents as retention and lock-in strategy
00:35:05 Replacing financial advisors: automation, advice, and emotion
00:37:54 Tokenization and private asset access
00:40:40 Prediction markets and avoiding sports betting
00:45:55 Building the last investing account customers ever open
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode of The Brainstorm, Brett, Nick, and Sam debate the implications of humanoid robots and AI on society, focusing on themes such as technological unemployment, the competition between the US and China in robotics, and the future of work in an increasingly automated world. They explore whether humanoid robots are overhyped or underhyped, the economic implications of AI, and the role of humans in a future dominated by automation. The discussion is punctuated by viewer questions, adding depth to the exploration of these pressing topics.
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:
- Humanoid robots are gaining attention, especially from China.
- Technological unemployment is often overstated; historical examples show job creation.
- AI and robotics can enhance productivity rather than eliminate jobs.
- The future of humanoid robots is uncertain in the short term but promising long term.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Frank Downing to discuss the current state of the Software-As-A-Service (SaaS) industry, exploring whether it is dead or simply undergoing a transformation due to AI advancements. They delve into the competitive landscape, pricing power, and the challenges faced by traditional SaaS companies. The discussion also touches on the innovator's dilemma in the context of AI and how it affects companies' willingness to disrupt their own business models. Finally, they examine the dynamics of the crypto market and the shift towards institutional adoption.
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:
- AI is reshaping the SaaS landscape.
- Competition in SaaS is increasing due to new entrants.
- The innovator's dilemma remains a challenge for established firms.
- Crypto markets are maturing with institutional interest.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
In this episode, ARK’s Cathie Wood and Brett Winton speak with Bryan Pellegrino and Simon Baksys of LayerZero, a leading interoperability protocol aiming to unify fragmented blockchain environments. The conversation covers LayerZero’s origins, the evolving landscape of crypto infrastructure, and the expanding role of stablecoins and tokenized assets. Bryan shares his personal journey from professional poker to crypto entrepreneur, and how LayerZero emerged from a need for seamless cross-chain communication.
Together, they explore the trade-offs in blockchain scaling, institutional adoption of crypto, and how LayerZero could power a future shaped by AI agents and global, permissionless finance.
Key Points From This Episode:(00:02:55) Bryan Pellegrino’s path from poker to crypto infrastructure
(00:06:31) Why interoperability is critical in a multi-chain world
(00:10:36) Institutional adoption and the trade-offs in decentralization
(00:13:09) The rise of Layer 2s and the compromises in blockchain scalability
(00:16:34) The future of chain proliferation vs. reconsolidation
(00:23:22) How LayerZero works from a user perspective
(00:31:43) Winning market share and competitive dynamics in bridging
(00:43:13) AI x Blockchain: Enabling agentic commerce and microtransactions
(00:49:34) Stablecoins as bottom-up globalization and financial empowerment
(00:54:04) How LayerZero is becoming the default stablecoin infrastructure
(01:02:57) Final thoughts: Stablecoins, tokenization, and AI agents converging
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode, ARK CEO and CIO Cathie Wood sits down with Stefanie Drews, the newly appointed CEO of Amova (formerly Nikko Asset Management). Together, they explore the evolution of a decade-long partnership that helped shape both firms — and delve into Stefanie’s remarkable leadership journey as a woman at the helm of a global asset manager. From Amova’s recent strategic expansion in Asia to Stefanie's philosophy of integrating personal, professional, and purpose-driven goals, this conversation blends business insight with human depth. Stefanie also shares how her experiences as a single mother, an environmental advocate, and a structured leader have shaped the way she builds companies and raises a family — simultaneously, and without compromise.
Key Points From This Episode:* [00:00] Introduction — Cathie Wood introduces Stefanie Drews and Amova’s significance to ARK * [02:00] Why “Amova”? The origin and meaning behind the rebrand * [06:50] How ARK and Amova (formerly Nikko) first connected — a webinar, a cold call, and early alignment * [10:30] Japan’s surprising appetite for innovation and thematic investing * [15:00] Fintech’s rapid uptake in Asia and ARK’s early research shifts * [16:15] Misconceptions about Japanese retail investors and their sophistication * [18:45] Social media, translation, and virality of ARK’s research in Japan * [20:00] Amova’s expansion into Southeast Asia: Malaysia, digital wealth, and private equity * [22:00] Six-part growth strategy and ticking boxes for Amova’s 10-year global plan * [29:20] Stefanie's leadership philosophy: raising children with structure, empathy, and independence * [31:25] Career stumbles and moral realignment: learning to face yourself and course-correct * [34:10] What’s next? Stefanie on continuous progress, purpose, and leading with intent
Amova Asset Management (“Amova”) is a current client of ARK Investment Management LLC (“ARK Invest”) in its capacity as a sub-adviser. Amova is also a compensated promoter for ARK Invest. Amova has entered into an agreement with ARK Invest whereby ARK Invest has agreed to pay Amova a fee in exchange for Amova referring investors to ARK Invest’s ETFs. For its services to ARK Invest, Amova will receive 25% of the advisory fees received by ARK Invest for referred seed investors with respect to the initial seed investment. ARK Invest will also compensate Amova 25% of the advisory fees received by ARK Invest from referred investors other than seed investors in respect of the monthly holdings of each referred investor who has invested into one or more of ARK’s ETFs, excluding those of initial investments made by seed investors. The compensation arrangement will continue for so long as the referred investors remain invested in ARK’s ETFs. The advisory fees charged to the ETFs will not be affected by the fees paid to Amova, because Amova’s compensation will be paid solely from ARK Invest’s investment management fee. Amova and its representatives may also receive non-cash compensation from ARK Invest, such as attendance at events, entertainment and gifts. Receipt of cash and non-cash compensation influences Amova’s referral of investors to ARK Invest.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
Elon Musk envisions a groundbreaking future where AI infrastructure in space revolutionizes cost, innovation, and competition. This episode explores how SpaceX's satellite ambitions could transform AI, potentially dwarfing terrestrial data centers. We delve into the strategic merging of SpaceX and xAI, revealing a blueprint for the next decade's tech race.
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:
- Elon Musk's vision of space-based AI infrastructure aims to drastically reduce costs and accelerate innovation, positioning it as a game-changer in the tech industry.
- SpaceX's satellite initiatives are not just about communication but are pivotal in creating a space-powered AI ecosystem that could surpass terrestrial data centers.
- The strategic integration of SpaceX and xAI is set to redefine the AI landscape, offering a blueprint for the next decade's technological advancements.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
In this episode, Cathie Wood and guests reflect on ARK’s decade-long Bitcoin journey—from early research to its prominent role in Big Ideas 2026—and debate Bitcoin’s evolving thesis amid shifting macro conditions. The conversation distinguishes Bitcoin as “freedom technology” versus stablecoins as more “humanitarian” but censorable tools, while exploring institutional adoption, emerging-market use cases, and gold’s relationship to Bitcoin as a hedge. The group then pivots to the convergence of Bitcoin, AI, and decentralized social (Noster), highlighting “vibe coding,” open-source acceleration, and the rise of autonomous agents—ending with a forward-looking vision of 2030 shaped by autonomous mobility, healthcare breakthroughs, and expanding digital/space frontiers.
Guests on this month’s Bitcoin Brainstorm include:
- Lorenzo Valente: Director of Digital Assets, ARK Invest
- Alex Gladstein: Chief Strategy Officer (CSO), Human Rights Foundation (HRF)
- Tuur Demeester: Founder, Adamant Capital
- Alex Gleason: Open-source developer / Soapbox developer; formerly Head of Engineering at Truth Social.
- Rapha Zagury: Founder and CEO, Elektron Energy
- Cathie Wood: Founder, CEO and CIO at ARK Invest
- Rod Roudi: Founder, Bitcoin Park
Key Points From This Episode:
- (0:00) Intro disclaimer
- (1:04) Flashback: ARK’s 2016 Bitcoin white paper
- (2:33) Bitcoin in Big Ideas — a 10-year evolution
- (7:49) Bitcoin vs. stablecoins: freedom tech vs. humanitarian tech
- (12:23) Personal stories: Brazil, inflation, and Bitcoin’s role
- (17:14) Tuur on Bitcoin cycles, gold correlation, and price thesis
- (26:37) Convergence: Bitcoin, AI, and decentralized social
- (31:41) New renaissance: vibe coding, AI agents, and entrepreneurship
- (34:24) Open source, Claude bots, and encrypted personal AI
- (46:44) Autonomous agents exchanging Bitcoin
- (48:19) Dreaming of 2030: freedom tech and decentralization
- (52:17) Bitcoin mining, energy, and infrastructure
- (56:11) Cathie: AI’s biggest opportunities — mobility and healthcare
Learn more about Bitcoin Park: bitcoinpark.com
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode of FYI – For Your Innovation, ARK’s Cathie Wood speaks with Don Wilson, a pioneer in crypto market infrastructure and the founder of DRW and Cumberland. They discuss the accelerating shift of traditional finance onto blockchains, focusing on the emergence of the Canton Network, a public permissionless blockchain designed for institutions—with privacy and permissioning at its core. Don unpacks why Depository Trust and Clearing Corporation’s (DTCC’s) decision to tokenize U.S. Treasuries on Canton marks a turning point in institutional adoption, how Canton balances decentralization with control, and what makes it uniquely suited for real-world asset (RWA) tokenization. The conversation covers stablecoins, the evolving role of private credit and equity, and how tokenization might reshape collateral, leverage, and capital efficiency. Don also offers sharp takes on Maximal Extractable Value (MEV) vs. payment for order flow, prediction markets, and whether we’re still in a “four-year crypto cycle.” A must-listen for those tracking the future of digital asset infrastructure.
Key Points From This Episode:* [00:00] Intro + Why tokenization matters: reducing costs, unlocking capital efficiency, and ARK’s thesis on blockchain infrastructure * [06:27] Don Wilson’s background, early crypto involvement, and the founding of Cumberland and Canton * [09:57] Why privacy and permissioning are essential for institutional blockchains * [13:44] DTCC's adoption of the Canton Network and the mechanics of tokenizing U.S. Treasuries * [25:05] Real-world benefits of tokenization: collateral mobility, after-hours lending, and stablecoin settlement * [29:23] Prediction markets: institutional vs. retail use cases and the importance of privacy on-chain * [35:13 – 37:23] Scaling Canton: new strategic investors and trillions in tokenized assets already on-chain * [37:25 – 47:34] Private equity and credit on-chain: implications for efficiency, leverage, and retail access * [47:34] MEV vs. payment for order flow: why Don believes MEV resembles illegal front-running * [48:18] Crypto market structure: October flash crash, ETFs, and institutional buyers in the current cycle * [55:10] Closing remarks
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode of The Brainstorm, hosts Sam, Brett, and Nick are joined by Frank Downing to dig into “Clawdbot” (recently renamed to “Moltbot”) and why it went viral—highlighting its transparent file-based memory, extensible skills, and the shift from Q&A chatbots to more autonomous assistants. They then pivot to OpenAI monetization—discussing ads, lower-priced tiers, and a commerce take-rate via Shopify—plus what ads could do to user trust in chatbot answers. The episode closes with a quick Robotaxi check-in in Austin and a debate about what it means for scaling Tesla autonomy and legacy hardware.
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:
- Moltbot (previously Clawdbot) was discussed as a compelling open-source agent approach because it uses transparent file-based “memory” and modular skills, but the hosts framed it as still early and mostly hobbyist compared with mainstream assistants.
- The episode argued that OpenAI monetization is moving toward ads, lower-priced tiers, and commerce economics (including a Shopify take-rate concept), while stressing that ad incentives could meaningfully affect user trust in chatbot answers depending on how they’re integrated.
- The Robotaxi segment used Austin progress (including a shift away from an in-car safety driver) to debate how quickly Tesla can scale autonomy and whether older hardware will be able to support truly unsupervised driving.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
In this episode of FYI – For Your Innovation, ARK's CEO Cathie Wood hosts a wide-ranging conversation with Marco Santori, CEO of Solmate, and Dr. Arthur Laffer, renowned economist and longtime ARK advisor. Together, they explore the evolving crypto landscape, regulatory shifts, and why Solana is emerging as a powerful foundation for next-generation financial infrastructure. Santori, previously Chief Legal Officer at Kraken and General Partner at Pantera, shares why he’s now focused on building Solmate atop the Solana blockchain—and why the Middle East is a critical part of that strategy. He explains Solana’s technical advantages, from base-layer speed to support for smart contracts, and its potential to become the platform of choice for high-frequency trading, AI-driven transactions, and decentralized financial services. Dr. Laffer brings historical context to the conversation, contrasting private and government-controlled currencies and making the case for innovation in monetary systems. He also reflects on why he joined the board of Solmate and what excites him about its approach to financial infrastructure and economic growth.
Key Points From This Episode:● [0:00] Meet the guests: Marco Santori’s legal background and early Solana investment
● [4:45] Regulatory whiplash: How the U.S. landscape shifted under a new administration
● [7:16] Dr. Laffer’s crypto “aha” moment and the history of private money
● [13:30] Why Marco chose Solana: performance, smart contracts, and AI readiness
● [18:05] Ethereum vs. Solana: decentralization, speed, and Wall Street applications
● [23:27] Solmate’s board and Middle East connections
● [30:14] Why the United Arab Emirates (UAE) is betting on Solana
● [37:09] The evolution of Solmate from digital asset treasury to infrastructure company
● [42:38] Revenue strategy: building cash flow, not just holding tokens
● [46:23] The Middle East as a geographic and latency hub for blockchain innovation
● [51:06] High-frequency transacting: the next frontier in trading
● [52:31] Solana and on-chain prediction markets
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode of The Brainstorm, hosts Sam, Brett, and Nick are joined by Cathie Wood to discuss a range of pressing economic and technological topics. The conversation kicks off with the implications of Jerome Powell's subpoena and the broader economic initiatives under the Trump administration. Cathie Wood shares insights on the impact of these policies on consumer sentiment, inflation, and the housing market. The discussion also delves into the dynamics between Apple, Google, and AI technology, highlighting the strategic partnerships shaping the future of digital assistants like Siri. The episode wraps up with a lively debate on the potential of humanoid robots and the evolving landscape of innovation and investment.
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:
- Cathie Wood discusses the economic impact of Jerome Powell's subpoena and recent Trump administration policies on consumer sentiment and inflation.
- The conversation explores the strategic partnership between Apple and Google, focusing on AI technology and its implications for Siri.
- The hosts debate the potential of humanoid robots and the investment landscape for innovation in this field.
- The episode touches on the dynamics of the housing market and the influence of political and economic factors on housing prices.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
- Lorenzo Valente: Director of Digital Assets at ARK Invest
- Frank Corva: Former Bitcoin White House Correspondent and Contributor to Forbes Crypto
- Jeff Booth: General Partner of Ego Death Capital and Board Member of Core Scientific
- Rory Murray: VP Digital Assets Management at CleanSpark
- Cathie Wood: Founder, CEO and CIO at ARK Invest
- Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:
0:00 — Welcome + 2025 → 2026 setup
0:52 — 2025 price action: $120k, 10/10 flash crash, four-year cycle & volatility
5:06 — Why 2025 was a “before/after” year: Genius Act, Clarity Act, institutional rails
10:13 — Stablecoins vs Bitcoin: “usurping a role” + medium-of-exchange reality check
12:38 — Circular economies on the ground: Kibera (Afribit) + real-world usage
20:32 — US adoption push: Square/Block terminals + merchant acceptance
22:26 — The “de minimis” tax exemption: why it matters + political momentum
28:04 — Privacy + developer protections: Clarity Act language, Samourai/Tornado Cash concerns
32:01 — Bitcoin as pristine collateral: miners, credit markets, yield/treasury management
48:29 — Mining & energy convergence: AI/High Performance Computing (HPC) shift, hashrate decentralization, supply chain/ASICs
56:14 — Bold predictions for 2026: normalization + “de-taboo-ization” of Bitcoin
Learn more about Bitcoin Park: bitcoinpark.com
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode of The Brainstorm, we discuss the latest developments in AI and technology, including NVIDIA's strategic moves with Groq and Meta's acquisition of Manus AI. We explore the implications of these acquisitions on the AI landscape, the potential for orchestration layers in AI models, and the competitive dynamics among major tech companies. The conversation also touches on the future of user interfaces and the evolving role of voice and text in consumer interactions.
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:
- NVIDIA's strategic investment in Groq highlights its focus on enhancing AI chip capabilities without full acquisition, aiming to secure a competitive edge.
- Meta's acquisition of Manus AI emphasizes the importance of orchestration layers in delivering agentic AI experiences, integrating multiple models for diverse applications.
- The discussion explores the evolving AI landscape, questioning whether foundational models or their applications (wrappers) hold more value for end-users.
- The hosts debate the future of user interfaces, predicting a shift towards voice interactions and the potential for new hardware innovations.
- The episode concludes with a look at the competitive dynamics in the tech industry, particularly the role of initial public offerings (IPOs) and acquisitions in shaping market leadership.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
On this year’s final episode of FYI, we will be taking the opportunity to highlight some of the best moments from throughout the year. While we are grateful for every single guest that has joined the For Your Innovation podcast, here is a compilation of some of our favorite moments.
Key Points From Each Highlighted Episode:
- Vlad Tenev: Robinhood’s north star is a “financial super app” that uses tokenization/stablecoins to broaden access and ownership for everyday investors.
- Tom Lee: Digital-asset treasury companies can be the traditional finance (TradFi) wrapper that makes token exposure easier to own inside existing market plumbing.
- Dr. Jin-Hyung Lee: Real “understanding” of the brain means measuring and controlling circuits precisely enough to restore function—and building models that connect intervention to outcome.
- Peter Diamandis: Aging is increasingly framed as an epigenetic + systems problem, where AI and better therapies could accelerate progress toward “longevity escape velocity.”
- Peter Walker: Venture dollars are increasingly concentrated in AI (especially late-stage) while liquidity remains constrained without a healthier initial public offering (IPO) market.
In this episode, Brett Winton and Lorenzo sit down with Carlos Domingo, CEO and co-founder of Securitize, to explore how blockchain infrastructure is transforming capital markets. As a pioneer in the tokenization space, Carlos unpacks what it means to issue native securities—like stocks, bonds, and credit funds—on chain and why the modernization of legacy financial systems is long overdue. Carlos details Securitize’s role as a registered transfer agent and broker-dealer, their regulatory journey with the Securities and Exchange Commission (SEC), and why native tokenization (not synthetic derivatives) is essential for future growth. They discuss the promise of 24/7 trading, peer-to-peer transfers, composability with decentralized finance (DeFi) protocols, and the global democratization of financial access—especially in markets underserved by traditional systems. The episode also dives into the tension between blockchain-native systems and financial incumbents, the logic behind Securitize’s decision to go public via a special purpose acquisition company (SPAC), and the asset classes best suited for tokenization—from treasuries to public equities and beyond.
Key Points From This Episode:(00:00:00) Why capital markets need a blockchain-based ledger upgrade
(00:05:46) How tokenization improves global accessibility and financial user experience
(00:07:35) Real-world examples: Tokenized treasury and credit funds
(00:10:29) Understanding how ownership works: DTCC, transfer agents, and blockchain
(00:17:08) Global appetite for tokenized stocks, following stablecoin adoption
(00:18:24) Tokenizing private equity and venture capital for broader access
(00:25:34) How Securitize tokenizes assets the right way—with issuer involvement
(00:28:55) Regulatory clarity accelerates tokenization adoption
(00:30:08) Open blockchain infrastructure unlocks composability and innovation
(00:35:50) Where Securitize fits in the capital markets stack
(00:37:13) Projecting tokenized assets: From $4.6B to $200B assets under management (AUM)
(00:39:46) Why Securitize stays blockchain-agnostic despite protocol growth
In this episode of The Brainstorm, we delve into the groundbreaking advancements in gene editing, focusing on its potential to transform healthcare. We explore the shift from treating rare diseases to tackling common killers like cardiovascular disease, and discover how CRISPR technology is paving the way for a new era in medical treatment.
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:
- CRISPR-based gene editing is moving from treating rare diseases to addressing common conditions like cardiovascular disease.
- The transition from ex vivo to in vivo gene editing could simplify treatment processes significantly.
- Lipid nanoparticle delivery is a key advancement enabling in vivo gene editing.
- The potential market for in vivo gene editing treatments is vast, with significant implications for healthcare costs and patient outcomes.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
Relevant Links:
https://www.ark-invest.com/newsletters/issue-491
In this episode of The Brainstorm, we dive into the high-stakes battle between Netflix and Paramount over the acquisition of Warner Brothers, exploring the implications for the streaming industry. We also discuss Elon Musk's ambitious plans for space-based data centers and the potential impact on global technology infrastructure.
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:
- The episode explores the intense competition between Netflix and Paramount for the acquisition of Warner Brothers, highlighting the strategic moves and potential outcomes.
- Discussion centers around Elon Musk's plans for launching space-based data centers, aiming to revolutionize global data infrastructure.
- The conversation delves into how these acquisitions and technological advancements could reshape the streaming landscape and consumer experiences.
- The episode concludes with insights into the broader impact of these developments on the future of entertainment and technology sectors.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
In this episode of FYI – For Your Innovation, ARK's Brett and Lorenzo are joined by Sandeep Nailwal, co-founder of Polygon, to explore the evolving landscape of Ethereum scaling, the role of Layer 2s, and Polygon’s growing importance in Web3 infrastructure. Sandeep unpacks how Polygon transitioned from a sidechain into a comprehensive execution layer, supporting both shared and dedicated compute environments. The discussion spans Polygon's technology roadmap (including the transition to Polygon 2.0), the distinction between sidechains and L2s, and how Polygon’s AggLayer is designed to unify fragmented liquidity across custom blockchains. They also address the competitive dynamics between public blockchains and “corpo chains” like those initiated by Stripe, Circle, and Coinbase—raising questions about credible neutrality, token economics, and long-term adoption paths. Sandeep outlines Polygon's strategy of prioritizing scale before revenue, aiming to build lasting infrastructure in the face of fast-moving innovation.
Key Points From This Episode:* [00:00] – Intro: What are Layer 1s, Layer 2s, and sidechains? * [08:00] – Why apps are moving to dedicated L2s * [20:03] – What is Polygon, and why is “L2” a misnomer? * [28:03] – Pitching Polygon to institutions and developers * [29:01] – Competitive landscape: too many chains, not enough clarity * [34:14] – Are L2s valuable businesses? * [35:30] – Why usage, not fees, is Polygon’s current priority * [40:46] – Corpo chains and how they leverage open infrastructure * [48:41] – What success looks like for Polygon in 5 years * [49:54] – Key metrics: TVL, throughput, and transaction growth * [50:57] – Outro and closing reflections from Brett
Impulse Labs founder and CEO Sam D’Amico joins ARK’s Brett Winton and Sam Korus to explore how embedding batteries into appliances—starting with the humble kitchen stove—can rewire energy infrastructure from the inside out. From his time at Oculus and Google to pioneering a 10,000-watt induction cooktop, Sam shares how Impulse is building what he calls the “modern electric technology stack,” and why that could make Impulse the Tesla of home devices.
Key Points From This Episode:* (00:00:00) Intro * (00:01:00) Why ARK is excited about Impulse Labs * (00:03:20) From Oculus to appliances — Sam’s founder story * (00:06:40) Why embedding batteries transforms the home * (00:08:20) “The battery of things” vs. “the internet of things” * (00:10:30) How induction cooking works — and what Impulse improves * (00:13:30) Building a 10,000-watt coil and keeping it safe * (00:17:35) Precision temperature control and AI-powered cooking * (00:20:17) Using the stove’s battery as grid storage * (00:23:59) How battery-backed appliances help with installation and energy resilience * (00:26:30) Beyond stoves — expanding into HVAC, water heaters, laundry, and more * (00:30:35) Distributed batteries vs. centralized storage * (00:34:00) Infrastructure benefits from embedded storage * (00:38:20) Why performance, not just sustainability, drives electrification * (00:40:52) Scaling manufacturing and the factory as a product * (00:44:03) KPIs: Deployed devices and battery gigawatt hours * (00:47:18) Microwave experiments and future applications * (00:49:17) The appliance market’s legacy and Impulse’s edge * (00:51:05) The original pizza obsession that sparked the idea
In this episode of The Brainstorm, we dive into the looming threat of quantum computing on Bitcoin's security. Join Sam, Nick, Raye, and Brett as they explore the vulnerabilities in Bitcoin's network, the potential impact of quantum advancements, and the steps the crypto community must take to safeguard the future of digital currencies.
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:
- Quantum computing poses a significant threat to Bitcoin by potentially compromising wallet security through reverse engineering of private keys.
- A third of Bitcoin's total supply is vulnerable to quantum attacks, highlighting the urgent need for quantum-resistant security measures.
- The Bitcoin community faces challenges in reaching consensus on implementing new security protocols to counteract quantum threats.
- The timeline for quantum computing advancements remains uncertain, but proactive measures are essential to protect the crypto ecosystem.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
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/
In this episode of The Brainstorm, Sam Korus, Brett Winton, and Nick Grous dive into the current state of the market, discussing the recent downturn and its impact on major players like Bitcoin and Nvidia. They explore the narrative around AI as a potential bubble, the implications of major investors selling off their stakes, and the broader economic factors at play. The conversation also touches on the dynamics of AI monetization, the competitive landscape among tech giants, and the future of reusable rockets in the space industry.
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:
- The episode opens with a discussion on the recent market downturn and its impact on major tech stocks.
- The hosts explore the narrative surrounding AI as a potential bubble and its implications for the tech industry.
- Key economic factors, including government actions and investor behavior, are analyzed for their influence on market trends.
- The conversation delves into the strategies and challenges of monetizing AI technologies.
- The episode also touches on advancements in space technology, particularly the development of reusable rockets.
To learn more about WOLF: https://wolf.financial
To learn more about Public: https://public.com/
In this episode of The Brainstorm, Nick Grous, Tasha Keeney, and Brett Winton dive into the latest Tesla shareholder meeting, discussing Tesla's ambitious plans to build their own chip fab and the implications for the future of autonomous driving. They also explore Robinhood's strategic moves in the financial market and the potential of space-based data centers.
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 Public.com. 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:
- Tesla plans to build its own chip fab to ensure a steady supply for its vehicles and robotics, aiming to overcome manufacturing limitations.
- The discussion highlights Tesla's move towards full autonomy, with potential updates allowing texting while driving in the near future.
- Robinhood's strategy to attract Tesla shareholders with a 2% uncapped match is analyzed as a bold customer acquisition move.
- The feasibility and future of space-based data centers are explored, considering the challenges and opportunities in this emerging field.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode, ARK’s Cathie Wood and Brett Winton sit down with Sean McClain, Founder and CEO of AbSci, to explore how generative AI is reshaping drug discovery, development timelines, and clinical costs. Sean walks through real-world examples of AI-designed antibodies—such as AbSci’s breakthrough HIV antibody and a regenerative treatment for hair loss—and explains how these platforms are helping unlock previously “undruggable” biology.
They discuss AbSci’s Phase 2-ready hair growth antibody (BS201), the company’s partnerships with Caltech and AMD, and why the FDA’s evolving embrace of AI could accelerate the end of animal testing. The conversation closes with a forward-looking discussion on the role of regenerative medicine in longevity—and why AI drug discovery might just pull biotech out of its multi-year bear market.
Key Points From This Episode:* (00:00:00) How AbSci uses generative AI to design antibodies from scratch * (00:02:42) HIV, ion channels, and the promise of targeting "undruggable" biology * (00:06:28) AbSci’s BS201 drug for hair regrowth: mechanism, speed, and cost advantages * (00:13:20) Clinical timeline: From concept to Phase 2 readout in 3.5 years * (00:15:34) Bringing costs down: $100–150M vs. the industry average of $2.4B * (00:17:36) Why AI enables “keys designed for specific locks” in drug targeting * (00:22:58) What AbSci’s models are trained on—and how prompts work in drug inference * (00:25:32) The future of clinical testing: AI replacing animal models * (00:36:43) Sarcopenia, strength loss, and regenerative approaches to aging * (00:48:10) BS201 as a long-acting pulse therapy—and how it compares to transplants
In this episode of The Brainstorm, hosts Nick Grous, Brett Winton, and guests Frank Downing and Jozef Soja dive into OpenAI's ambitious restructuring plan and its implications for a potential $1 trillion IPO. They explore the intricacies of OpenAI's partnership with Microsoft, the challenges of defining artificial general intelligence (AGI), and the strategic moves shaping 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 Public.com. 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:
- OpenAI has restructured as a public benefit corporation, with Microsoft holding a 27% stake. The restructuring includes a clause for declaring AGI, requiring independent verification.
- The company projects significant revenue growth, aiming for a $100 billion run rate by 2027. OpenAI's valuation could compress as it approaches a trillion-dollar IPO.
- OpenAI's potential IPO is driven by the need for increased compute and capital.
- The AI market is expected to see multiple large players, not just a single winner.
- Amazon's chatbot, Rufus, demonstrates successful consumer AI monetization.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of The Brainstorm, join Nick Grous, Tasha Keeney, and Brett Winton as they dive into Tesla's latest earnings, the future of Robotaxis, and the challenges of humanoid robots. Explore insights on Tesla's production ramp, AI advancements, and the potential for full autonomy.
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 Public.com. 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:
- Tesla's recent earnings call highlighted increased confidence in their Robotaxi service and plans to scale production rapidly.
- Elon Musk expressed optimism about achieving unsupervised full self-driving capabilities soon, aiming for 3 million vehicles annually within two years.
- The discussion explored the complexity of humanoid robots, estimating the problem to be 200,000 times more challenging than Robotaxis.
- Tesla's strategy involves leveraging AI compute power and Robotaxi cash flow to advance humanoid robot development.
- Regulatory hurdles remain a significant factor in the rollout of full autonomy and Robotaxi services across different states.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode, ARK’s Brett Winton and Lorenzo Valente sit down with Anatoly Yakovenko — co-founder of Solana — to explore how Solana is evolving into a high-performance, globally distributed financial infrastructure. Anatoly shares the network’s origin story, explains how Solana leverages parallel compute and hardware innovation to scale, and outlines why execution—not just settlement—is the future of crypto-based finance.
The discussion covers how Solana compares to centralized systems like NASDAQ, why monolithic architecture matters, and how innovations like Firedancer and Alpenglow will push the boundaries of decentralized coordination and real-time price discovery. They also explore tokenomics, validator incentives, and why Solana is built to handle machine-generated transaction volumes at global scale.
Anatoly offers a wide-ranging perspective on decentralization, future throughput limits, and why blockchains should eventually become invisible to end users.
Key Points From This Episode:* 00:00:00 Why Solana exists * 00:06:25 Time as a cryptographic primitive: Solving blockchain inefficiency with Time-Division Multiple Access (TDMA) * 00:11:33 Why Proof of History may disappear — and what replaces it. * 00:14:16 How cryptographic guarantees could replace 100 years of financial regulation. * 00:20:03 Settlement vs. execution: Why all the value accrues at the execution layer. * 00:26:29 Handling millions of transactions per second — and how Solana filters noise. * 00:38:47 Solana vs. NASDAQ: Building a global atomic state machine for finance. * 00:42:25 Validator incentives, staking yields, and real vs. inflationary revenue. * 00:48:46 Firedancer, Alpenglow, and multiple concurrent proposers: What’s next for Solana. * 00:54:52 Is quantum computing a real crypto threat? Anatoly’s timeline and optimism.
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the latest advancements in space exploration with SpaceX's groundbreaking achievements and the evolving landscape of gene sequencing technology. From the successful Starship test flight to the economic implications of reusable rockets, and the cost dynamics of long-read versus short-read sequencing, this discussion offers a deep dive into the future of technology and innovation.
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 Public.com. 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:
- SpaceX's Starship test flight was a major success, showcasing the potential for reusable rockets.
- The 31st reuse of a booster marks a significant milestone in reducing space travel costs.
- Starlink's technology provides superior video quality and data collection during launches.
- Long-read sequencing is becoming more affordable, opening new research opportunities.
- The prediction market is experiencing rapid growth, with significant shifts in market share.
- Apple's investment in F1 broadcast rights highlights the growing interest in motorsports.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, Cathie Wood, and Nick Grous dive into the ambitious targets of Elon Musk's new pay package and its potential impact on Tesla and its shareholders.
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 Public.com. 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:
- Cathie Wood describes Elon's pay package as ambitious, with targets that could significantly impact Tesla's growth and innovation.
- The package is seen as a motivator for Elon to accelerate advancements in technologies like humanoid robotics and robotaxis.
- The discussion highlights the broader societal benefits if Tesla achieves these ambitious goals.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode, ARK’s Cathie Wood and Brett Winton sit down with Tom Lee — co-founder of Fundstrat Global Advisors and chairman of BitMine Immersion Technologies — to explore the rising influence of Ethereum as a financial infrastructure layer. Tom shares how BitMine transformed into the largest corporate holder of Ethereum globally, and why digital asset treasury companies DATs could serve as a bridge between traditional finance and decentralized networks.
The conversation covers Ethereum’s “ChatGPT moment,” the regulatory unlock of 2025, and why institutional investors may prefer equity-wrapped crypto exposure. Tom also lays out a bold vision in which Ethereum surpasses Bitcoin in market cap and becomes the financial internet’s base layer — absorbing everything from stablecoins and tokenized assets to staking, liquidity backstops, and even prediction markets.
The trio also examines risk dynamics, corporate strategy, and the architectural differences between proof-of-work and proof-of-stake systems as Wall Street starts to build on-chain.
Key Points From This Episode:* 00:00:00 How BitMine evolved from a small miner into the largest Ethereum-holding DAT. * 00:03:00 Why BitMine’s ETH per share jumped 9x in 8 weeks — and what’s next. * 00:06:30 Why DATs exist at all — and why they’re crucial for institutional access. * 00:08:05 Ethereum’s “ChatGPT moment”: Stablecoins as breakout crypto products. * 00:10:29 How BitMine solved a regulatory bottleneck for ARK’s crypto exposure. * 00:14:54 The flippage theory: Why Tom believes ETH will surpass Bitcoin. * 00:19:34 Proof-of-stake vs. proof-of-work: Comparing network resilience and incentives. * 00:24:06 Targeting 5% of ETH supply: How much is too much for a DAT? * 00:28:48 How BitMine is like a “reverse bank” — and why that earns it a NAV premium. * 00:33:16 What could dethrone BitMine’s lead? The tech risk and Solana wildcard. * 00:38:47 Ethereum can’t hold everything: Why multiple chains will exist. * 00:50:27 How tokenization unlocks transparency, pricing, and global efficiency. * 00:54:03 Tom’s 2030 forecast: Ethereum at $60K and digital treasuries worth $5T.
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the evolving landscape of AI and its economic implications. They explore the strategic partnerships between tech giants like AMD and OpenAI, discussing the potential impacts on the AI hardware market. The conversation also touches on the future of e-commerce with agentic commerce and the role of AI in reshaping consumer experiences.
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 Public.com. 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:
- The episode explores the strategic partnership between AMD and OpenAI, highlighting its potential to reshape the AI hardware market.
- Agentic commerce is discussed as a transformative force in e-commerce, with AI enabling seamless consumer experiences.
- The hosts debate the implications of AI-generated content, considering its potential to create new media formats and distribution channels.
- The conversation delves into the cyclical nature of AI investments, emphasizing the importance of strategic partnerships and market positioning.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the fascinating world of AI and its economic implications, exploring OpenAI's financial maneuvers and the circular economy concept. They also discuss groundbreaking advancements at the ARC Institute that are revolutionizing biology, and examine the future energy demands 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 Public.com. 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:
- OpenAI's financial strategies are likened to a circular economy, involving major players like Oracle and NVIDIA.
- The ARC Institute is making significant strides in biology with new gene editing techniques and synthetic genomics.
- AI's future energy demands could surpass those of entire countries, raising questions about sustainability.
- The current AI boom is compared to the dot-com era, with potential for massive economic impact.
- Discussions on sustainable abundance highlight the need for strategic energy planning and investment.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the latest tech innovations and financial shifts. From Meta's groundbreaking AR glasses and their potential to revolutionize digital interaction, to Coinbase's bold move into banking with high-yield offerings, the discussion is both insightful and forward-thinking. Tune in to explore how these developments could reshape industries and consumer habits.
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 Public.com. 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:
- Meta's AR Glasses: Affordable AR glasses with new input technology.
- Competitive Pricing: Priced at $800, making AR tech accessible.
- Wearable Tech Debate: Comparing Meta's glasses to Apple's AirPods.
- Coinbase's Banking Move: Offers up to 11% yield, challenging banks.
- Digital Wallet Disruption: Digital wallets like Coinbase and Robinhood are reshaping finance.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode, ARK’s Brett Winton, Charles Roberts and Frank Downing sit down with Stephen Balaban, CEO and co-founder of Lambda Labs — a company building AI-specific cloud infrastructure. The conversation explores Lambda’s role in the AI value chain, the evolving economics of data centers, and why traditional hyperscalers might be too slow to meet the moment.
Stephen explains why he believes we're transitioning from deterministic, rule-based software to what he calls “neural software” — stochastic, neural network-driven systems that will eventually replace nearly all traditional software. He shares Lambda’s mission to enable this transformation by rapidly deploying GPU infrastructure and supporting the AI research and application build-out happening today.
The discussion spans infrastructure strategy, regulatory bottlenecks, AI safety, energy constraints, and long-term visions of neural operating systems. Stephen offers a bold perspective on the hardware demands and philosophical shifts required to usher in a world where software is generated, not written.
Key Points From This Episode:* 00:01:21 How Lambda positions itself as a “neo-cloud” provider competing with AWS, Azure, and GCP for AI workloads. * 00:02:46 Why ARK estimates $1.5 trillion in annual AI-related data center investment by 2030 and what it could mean for Lambda. * 00:05:26 Why hyperscalers may be too slow to meet the unique demands of AI training compared to specialized players. * 00:06:29 How AI infrastructure requires new rack designs, higher power density, and different utilization patterns. * 00:09:20 Why AI may disrupt the entire computing stack—from Nvidia overtaking Intel to reshaping platform and cloud services. * 00:14:50 Stephen explains Lambda’s “secret mission” to replace all traditional software with neural networks. * 00:16:36 Why companies trust Lambda to deploy GPU infrastructure faster and more reliably than incumbents. * 00:20:27 How the concept of a “neural operating system” reframes software as stochastic rather than deterministic. * 00:23:04 How hallucinations in neural systems could be managed with checks and balances similar to financial approvals. * 00:25:04 Why Stephen sees AI safety and alignment as the cybersecurity of the future. * 00:39:00 How real-time AI tasks may run locally at the edge, while deeper reasoning gets pushed to the cloud. * 00:44:11 Why running modern large language models still resembles the supercomputer era rather than the PC era. * 00:46:06 How Stephen views the long-term convergence of AI with quantum computing and brain–computer interfaces. * 00:50:20 Why scaling AI requires the “heroic effort” of Nvidia, TSMC, OpenAI, energy providers, and Lambda together. * 00:53:43 Back-of-the-envelope math on CapEx per megawatt—from power plants and data centers to GPUs. * 00:57:11 Why power infrastructure and deregulation could become the biggest stumbling blocks for AI growth. * 01:02:02 How software creation is shifting from a labor-driven process to a capital-intensive one. * 01:06:06 Why Stephen and Brett describe data centers as “AI factories” producing custom neural software.
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the latest developments from Robinhood's Hood Summit, exploring their innovative new features for active traders and the exciting launch of Robinhood Social. They also discuss SpaceX's strategic spectrum acquisition and its implications for global communication.
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 Public.com. 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:
- Robinhood introduced new features for active traders, including short selling and custom indicators.
- A new social feature in the Robinhood app will allow users to share and verify trades in real-time.
- SpaceX purchased spectrum from EchoStar to enable global satellite communication.
- SpaceX aims to challenge traditional telecom companies by becoming a global cellular provider.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this milestone 100th episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the latest tech developments, including Tesla's surprising Robotaxi app release and its implications for the future of autonomous vehicles. They explore the potential of Tesla's expansion, the challenges of consumer adoption, and the broader impact on transportation costs and habits.
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 Public.com. 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:
- Tesla's unexpected Robotaxi app release has sparked significant interest, indicating a strong market demand for autonomous ride-hailing services.
- The potential removal of safety drivers from Tesla's Robotaxis could mark the beginning of rapid service expansion and a shift in transportation dynamics.
- The conversation explores the challenges of changing consumer preferences from car ownership to relying on ride-hailing services, emphasizing cost and convenience factors.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of FYI, ARK’s Brett Winton and Charlie Roberts speak with Dmitry Shevelenko, Chief Business Officer at Perplexity, about the company’s evolving role in the future of the agentic internet. They discuss how Perplexity is carving out its place in the AI ecosystem—not as just a wrapper, but as a full-stack answer engine built for research, action, and trust. Dmitry outlines how Perplexity balances product excellence, model orchestration, and subscription alignment to serve both consumers and enterprises. He also highlights the team’s bold vision for Comet, their AI-native web browser, and how it fits into a future shaped by AI agents and voice interfaces.
Key Points From This Episode:* 00:00:00 How Perplexity positions itself within the AI assistant landscape—and what makes it stand out to ARK. * 00:02:37 Why the analyst team prefers Perplexity for researching earnings calls, transcripts, and filings. * 00:03:58 Dmitry explains why only a few agentic AI systems may dominate—and why productization still matters. * 00:06:10 The team discusses Perplexity's potential for rapid user growth and why context portability may remain limited. * 00:07:51 How the agentic internet could reshape browsing—and why half of current screen time may be up for automation. * 00:09:33 A breakdown of Perplexity’s monetization strategy, centered on consumer and enterprise subscriptions. * 00:12:28 Why the company avoids ad-based business models in favor of long-term trust alignment with users. * 00:13:17 Introducing Pro Perks: how Perplexity returns affiliate value to users instead of monetizing with ads. * 00:14:28 The vision of a future where your personal agent negotiates on your behalf with merchants' AI agents. * 00:15:43 Why link-based performance advertising is vulnerable in an agentic world—and which ad models might persist. * 00:18:10 Charles on building trust and resisting “sycophantic” behavior in AI agents. * 00:19:47 Perplexity’s view that the same AI assistant can serve both personal and professional needs. * 00:22:12 How Comet, the new Perplexity browser, lets agents perform real-world actions—like buying books and managing LinkedIn. * 00:26:00 The team explores how reduced friction leads to increased curiosity and new behaviors online. * 00:28:15 Brett asks how browser context, data, and distribution contribute to Perplexity’s strategy and the Chrome bid. * 00:30:08 How voice interfaces may disrupt browsing—and how Perplexity is preparing for that shift. * 00:32:18 Why big companies struggle with probabilistic AI outputs—and how that limits speaker adoption. * 00:34:06 On mobile, Perplexity aims for deeper OS integration beyond just launching a mobile browser. * 00:35:18 When asked about BCI, Charles emphasizes staying agile over trying to predict distant tech horizons. * 00:37:04 Why Perplexity focuses on augmenting human curiosity—rather than chasing AGI or superintelligence. * 00:38:15 Perplexity’s role in debugging and breaking through AI tool limitations—rather than generating code. * 00:40:01 Charles responds to “just a wrapper” critiques, explaining Perplexity’s orchestration layer and search infra. * 00:43:13 Execution velocity as a cultural differentiator—and why adaptability is key to Perplexity’s growth.
In this episode of FYI, ARK CEO Cathie Wood and Analyst Nick Grous sit down with Vlad Tenev, Co-Founder and CEO of Robinhood. Together they explore how Robinhood is redefining retail investing and financial services—from expanding access to private markets and tokenized assets to transforming its product ecosystem into a fintech super app.
Vlad discusses Robinhood’s long-term vision at the intersection of capitalism and democracy, why retail ownership matters more in the age of AI, and how the company is building around the upcoming $124 trillion generational wealth transfer. He also shares the strategic thinking behind Robinhood's expansion into credit, crypto, and international markets, including the development of its own blockchain and stablecoin.
Finally, they explore the role of AI in Robinhood’s platform evolution, including the launch of Cortex, and the guiding philosophy behind the company’s product velocity and value-driven subscription model.
Key Points From This Episode:* 00:00:00 Introduction * 00:11:10 Cathie and Vlad discuss how navigating the bear market made Robinhood and ARK stronger. * 00:13:25 Vlad outlines Robinhood’s mission and long-term opportunity to empower retail through ownership. * 00:17:28 ARK’s and Robinhood’s shared focus on expanding retail access to private markets through innovation and regulation. * 00:20:45 Why treating retail investors as a first-class constituency is an underutilized advantage for public companies. * 00:23:32 How Robinhood’s product velocity and innovation position it to capture assets during the $124T generational wealth shift. * 00:24:34 Designing features that work across extended families and using AI to eliminate frictions in moving assets between institutions. * 00:29:24 How the company decides when to partner, build in-house, or acquire based on speed, capability gaps, and strategic alignment. * 00:33:16 Vlad explains how Robinhood adapted its crypto strategy across regulatory cycles, culminating in its European tokenization launch. * 00:39:42 The internal "aha moment" that led to Robinhood’s push into tokenizing real-world assets—from equities to real estate. * 00:43:44 The tradeoff between adopting existing chains and owning the full product experience via Robinhood Chain. * 00:45:38 How Robinhood sees the stablecoin market evolving—especially in terms of yield, utility, and international access. * 00:52:40 Breaking down Robinhood’s growing credit product suite and the reasoning behind its Sage Home Loans partnership model. * 00:58:41 How Robinhood is using AI to simplify investing and help users understand market movements and options strategies. * 01:02:13 The extent to which Robinhood is using fine-tuned AI models across internal operations, especially customer service. * 01:04:49 Why the traditional view that retail investors aren’t “ready” for private markets no longer applies in the internet era. * 01:07:41 Vlad shares how the company is thinking about retention vs. pricing as Gold adoption scales. * 01:10:16 Cathie and Vlad reflect on the shared mission to educate investors and broaden access to financial innovation.
In this episode of the Brainstorm, Sam Korus and Nicholas Grous dive into the intriguing world of prediction markets, focusing on the recent partnership between Robinhood and Kalshi. They explore how this collaboration is reshaping access to sports betting across the U.S., especially in states where traditional sports betting remains illegal. The discussion also touches on the broader implications for the industry, including the competitive landscape with major players like DraftKings and FanDuel.
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 Public.com. 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:
- Robinhood and Kalshi's partnership is expanding access to prediction markets, allowing users to bet on sports outcomes through the Robinhood app, even in states where traditional sports betting is illegal.
- Prediction markets offer a unique fee structure, with Robinhood charging a flat two-cent fee per contract, making it an attractive option compared to traditional sportsbooks.
- The collaboration between Robinhood and Kalshi highlights a significant shift in the sports betting landscape, posing potential challenges and opportunities for established players like DraftKings and FanDuel.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of the Brainstorm, Sam, Nick, and ARK Chief Futurist, Brett Winton, explore whether browsers are worth billions and the implications of launching L1 blockchains with stable coins. From the strategic importance of browsers in the AI arms race to the potential future of financial systems, this episode is packed with insights and debates.
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 Public.com. 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:
- A discussion around the potential worth of browsers, questioning if they are truly worth billions and exploring the strategic importance of browsers in the AI arms race.
- The conversation delves into the launch of L1 blockchains by companies like Circle to support stable coins, examining the implications for financial systems and institutional adoption.
- A recurring theme is the tension between centralization and decentralization, particularly in the context of stable coins and their role in the financial ecosystem.
Source mentioned: https://tomtunguz.com/chrome-valuation-safari-comparison/
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of the Brainstorm, Sam, Nick, and ARK Chief Futurist, Brett Winton, dive into the world of OpenAI’s latest model, GPT-5, exploring its advancements and the impact on user experience. They discuss the balance between performance and user engagement, the evolving role of AI personalities, and the potential for AI to become an integral part of daily life. Tune in to hear their insights on the future of AI and its implications for both consumers and enterprises.
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 Public.com. 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:
- GPT-5 offers a significant improvement in user experience, despite mixed opinions on its performance benchmarks.
- OpenAI's strategy involves balancing consumer and enterprise needs, with a focus on enhancing AI's practical utility.
- The emotional connection users form with AI models through personalities is influencing their adoption and usage patterns.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to host a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your Innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Cathie Wood: Founder, CEO and CIO, ARK Invest
Lorenzo Valente: Director of Research, Digital Assets, ARK Invest
Paolo Ardoino: CEO, Tether
Dr. Arthur Laffer: American Economist
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:* 00:00:00 Introduction * 00:01:04 The origin of Bitcoin and stablecoins * 00:04:22 Understanding Tether (USDT) * 00:10:33 USDT's global growth amid pandemic shifts * 00:12:15 Dr. Laffer’s history of private money * 00:17:32 Understanding the USDT mechanics of issuance, reserves, and redemptions * 00:23:14 Transparency, audits and regulation * 00:30:26 Challenges of value stability vs dollar peg * 00:35:20 Gold-backed solutions and the alloy product * 00:38:58 The role of stablecoins in developed markets * 00:44:40 Potential competition * 00:46:00 Commodity trade and global adoption trends * 00:51:00 Emerging markets * 00:53:50 Dollar dominance vs local stablecoins * 01:08:01 Vision for the future
Links Mentioned in this Episode:* Learn more about Bitcoin Park: bitcoinpark.com
In this episode of the Brainstorm, Sam, Nick, and Multiomics Research Analyst, Shea Wihlborg, dive into the complexities of the FDA's recent decisions and their implications for gene therapy. They discuss the controversial halt of a Duchenne muscular dystrophy treatment, the role of AI in drug discovery, and the exciting future of genomics.
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 Public.com. 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:
- Discussion on the FDA's recent halt of a Duchenne muscular dystrophy treatment due to safety concerns.
- Exploration of the role of AI in improving drug discovery and clinical trials.
- Insights into the future of gene therapies for both rare and common diseases.
- The potential impact of regulatory changes on innovation in the biotech industry.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of the Brainstorm, Sam, Nick, and Director of Research, Digital Assets, Lorenzo Valente, dive into the latest developments from Coinbase, focusing on the launch of the BASE app. They explore the three pillars of the BASE ecosystem: BASE chain, BASE build, and BASE app, and discuss how these innovations aim to enhance user experience with faster transactions, developer tools, and a reimagined non-custodial wallet. The conversation also touches on the integration of social media and financial markets, the evolving landscape of crypto trading, and the potential for new user engagement.
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 Public.com. 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:
- Coinbase launched the BASE app, featuring a faster BASE chain, developer tools, and a rebranded non-custodial wallet.
- The BASE app integrates NFT minting and decentralized social feeds, creating a hybrid platform for trading and social interaction.
- There’s potential for BASE to compete with platforms like Robinhood by offering a more crypto-native experience.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of the Brainstorm, Sam, Nick, and Research Analyst, Jozef Soja, dive into the latest advancements in AI with a focus on Grok4 and Meta's strategic moves. They explore Grok4's impressive benchmark performances, the real-world implications of AI tool use, and Meta's aggressive investments in AI talent and infrastructure.
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 Public.com. 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:
- Grok4 has set new standards in AI benchmarks, particularly in GPQA and Humanities Last Exam, showcasing its advanced reasoning and tool use capabilities.
- Real-world applications still present challenges for Grok4, highlighting the gap between theoretical performance and practical use.
- Meta is making aggressive moves in the AI space, acquiring stakes in companies like Scale AI and investing heavily in AI talent to build a super intelligence team.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of FYI, Chief Futurist, Brett Winton, and Analyst Nemo Marjanovic speak with Alex Zhavoronkov, founder and CEO of Insilico Medicine. Together, they explore the promise of artificial intelligence in transforming the drug discovery process—cutting years off timelines and dramatically reducing costs. Alex shares Insilico’s journey from algorithm-first beginnings to a full-stack AI-driven biotech company, highlighting their unique “pan flute” model approach to drug development and the vision of building a “pharmaceutical superintelligence.” The discussion touches on Insilico’s clinical progress, including a molecule that recently completed a Phase 2 trial, and how its generative platforms are helping to tackle complex diseases with a focus on longevity.
Key Points From This Episode:* 00:00:00 AI's promise in streamlining the drug discovery process * 00:03:06 The economics of preclinical development and AI’s role in optimization * 00:04:43 Potential cost and timeline reductions: $2.4B down to $600M, 13 years to 8 * 00:07:39 Comparing Insilico’s approach to peers like Recursion and AbSci * 00:10:35 Literature-driven vs. biology-driven models in drug discovery * 00:13:07 Why a dominant AI platform could reshape biotech industry consolidation * 00:14:57 Why biologics may be more suited to AI than small molecules * 00:17:35 Alex Zhavoronkov on founding Insilico and his mission in longevity science * 00:21:00 From algorithms to real drugs: Insilico’s transition to clinical development * 00:23:15 Managing the pace of AI progress vs. the slow cycle of experimental validation * 00:27:10 How “pharmaceutical superintelligence” enables prompt-to-drug workflows * 00:32:26 Validation, trust, and why Insilico runs on both old and frontier models * 00:39:22 The “pan flute” architecture: stacking specialized models with reinforcement learning * 00:42:36 Building and training a unified multimodal model for chemistry and biology * 00:45:32 Public data, clean pipelines, and Insilico’s automated validation lab * 00:50:47 The business model behind Insilico: selling candidates and licensing platforms * 00:55:12 Why pharma buyers care more about data room quality than pricing * 01:00:25 On profitability, licensing success, and the dream of a self-sustaining AI biotech * 01:01:38 Longevity and the search for fundamental mechanisms of aging
In this episode of the Brainstorm, Sam and Nick dive into Robinhood's latest event, exploring its ambitious moves in the crypto market. They discuss how Robinhood is leveraging product velocity to outpace competitors, tokenize US stocks, and introduce innovative features like crypto staking and perpetual futures. They analyze the implications of these developments for the financial services landscape and what it means for the future of investing.
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 Public.com. 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:
- Robinhood's focus on product velocity to outpace competitors.
- Tokenization of US stocks and private company shares in the EU.
- Development of Robinhood's own layer two blockchain.
- Introduction of crypto staking in the US with higher yields.
- Exploration of new revenue lines, including a crypto-backed gold card.
- Building a comprehensive financial ecosystem for the next generation.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
Brett Winton and ARK analyst Jozef Soja dive deep into the rapidly evolving world of AI agents—software entities that are increasingly automating enterprise functions like customer support. They explore why AI agents are gaining traction, how they’re priced, and the potential for a new kind of agent-versus-agent arms race between companies and consumers. Later in the episode, they’re joined by Dr. Alan Bekker, founder of eSelf.ai and former Head of Conversational AI at Snap, who shares his journey from building voice agents for call centers to launching a real-time, face-to-face AI tutoring platform. Alan offers insights into how the rise of large language models (LLM) is reshaping education, what makes a great AI tutor, and why a visual, embodied presence is crucial for learning.
Key Points From This Episode:* 00:00:00 What enterprise AI agents actually do and how companies like Salesforce are pricing them * 00:03:41 Why $2 per AI conversation may already undercut human support costs * 00:05:04 The Return On Investment (ROI) model behind agent adoption and enterprise productivity * 00:06:41 Why agent-based software may retain higher pricing power than other AI tools * 00:09:11 The coming arms race: AI agents negotiating with other AI agents * 00:12:30 Scaling demand for customer service with intelligent automation * 00:15:04 Vertical vs. horizontal Software as a Service (SaaS) in the AI agent ecosystem * 00:16:43 AI’s impact across the software stack—SaaS, Platform as a Service (PaaS) , and Infrastructure as a Service (IaaS) * 00:17:56 Why building your own AI apps may soon be cheaper than onboarding SaaS * 00:20:01 ARK's internal hackathon and how non-engineers are becoming developers * 00:20:29 Guest: Dr. Alan Bekker joins to discuss the evolution of conversational AI * 00:22:04 The journey from decision trees to LLMs: Lessons from Snap’s AI team * 00:27:32 Seeing GPT’s impact from inside: OpenAI’s early partner outreach * 00:31:47 Why face-to-face AI tutors found strong product-market fit in education * 00:33:59 eSelf’s go-to-market strategy: Partnering with publishers as a business to business to consumer (B2B2C) wedge * 00:36:24 Pricing real-time AI tutoring tools in a margin-conscious market * 00:40:00 Business to consumer (B2C) aspirations: Moving toward a direct-to-student tutoring product * 00:44:56 What’s still missing for real-time AI to match human-level teaching * 00:48:03 The psychological impact of avatars: Building trust through embodied agents * 00:51:43 Why personalization—not just LLM knowledge—matters in tutoring * 00:54:20 Democratizing learning: LLMs as the end of expert-driven education
In this episode, Sam Korus, Nick Grous, and Daniel Maguire discuss the future of robotaxis, focusing on Tesla's advancements in autonomous vehicle technology compared to Waymo. They explore the implications of Tesla's data advantage, production capabilities, and the regulatory landscape affecting the rollout of robotaxis. The conversation also delves into market dynamics, consumer behavior, and potential partnerships in the ride-hailing space, highlighting the challenges and opportunities ahead for Tesla and the autonomous vehicle industry.
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 Public.com. 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:
- Tesla is set to launch its robotaxi service in Austin, Texas.
- Tesla has a significant data advantage over Waymo, gathering nearly 10 million miles of data daily.
- The cost of Tesla vehicles is significantly lower than Waymo's, making them more accessible.
- Safety is a top priority for Tesla, influencing their cautious rollout strategy.
- Tesla's production capabilities allow them to scale much faster than Waymo.
- The regulatory environment is evolving, potentially easing the path for autonomous vehicles.
- Tesla's ridership model could allow for greater market penetration compared to Waymo.
- Consumer behavior will play a crucial role in the adoption of robotaxis.
- The partnership strategy of Tesla differs from Waymo's, focusing on direct consumer engagement.
- The conversation highlights the skepticism surrounding the rapid deployment of autonomous vehicles.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode, Sam Korus discusses stablecoins with Lorenzo Valente and Raye Hadi. They explore the definition of stablecoins, their impact on the US dollar, and the competitive dynamics between major players like Tether and Circle. The conversation delves into the role of stablecoins in emerging markets, their business models, and the potential convergence with AI transactions. They also address concerns regarding stability, privacy, and the future of stablecoins in the financial ecosystem.
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 Public.com. 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:
- Stablecoins are pegged to a dollar value to reduce volatility.
- Tether and Circle dominate the stable coin market with 85% share.
- Emerging markets are increasingly using stablecoins for transactions.
- The business model of stablecoins relies on reserve backing and transaction fees.
- Stablecoins can unlock significant amounts of dead capital in emerging markets.
- AI agents may prefer stablecoins for their programmable nature.
- Concerns about de-pegging and liquidity are prevalent in the market.
- The future of stablecoins could be expansive if regulatory frameworks support them.
- Stablecoins are currently about 1% of the US money supply.
- The potential for stablecoin supply to grow to 1.5 trillion in the next five years.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of FYI – For Your Innovation, ARK's Director of Research Brett Winton sits down with Brad Feld — co-founder of Foundry, Techstars, and longtime venture capitalist — to unpack his latest thinking on startup communities, mentorship, and how founders can build better networks by giving first. After taking time away from public life to reflect, Brad returns with a new book, Give First: The Power of Mentorship, and a sharpened view on the distinction between transactional ecosystems and community-led innovation. He shares lessons from nearly two decades with Techstars, thoughts on remote vs. in-person work post-COVID, and how mentorship can be redesigned for the next generation of entrepreneurs. The conversation also explores the cultural shifts introduced by AI, the hidden friction in monetizing online engagement, and why Brad believes the best way to shape a network is to invest in others before you know what you’ll get in return.
Key Points From This Episode:* 00:00:00 Why Brad Feld “hibernated” from public life and how it changed his perspective * 00:04:24 From default yes to default no: Reclaiming time and creative energy * 00:06:28 Navigating remote work: Company culture and post-COVID office dynamics * 00:09:49 When revenue goes negative: COVID-era crisis stories from Rover and SeatGeek * 00:12:25 The Give First philosophy — and how it became Techstars’ guiding principle * 00:17:50 Finding mentorship as a founder: What works and what definitely doesn’t * 00:19:15 The power of peer mentorship and showing up without expectations * 00:23:16 How online culture’s transactional mindset erodes community trust * 00:26:00 Boulder Startup Week and the importance of local founder energy * 00:30:41 Brad’s Random Day tradition: 15-minute meetings, one goal per person * 00:35:17 Techstars vs. YC: Origins of the mentor-driven accelerator model * 00:40:27 Building startup communities from scratch: What actually works * 00:46:05 Founders must lead: Differentiating between startup communities and ecosystems * 00:49:00 Mentorship at scale: Applying Techstars’ playbook to community growth * 00:54:08 Frictionless networks: Why “Give First” accelerates stronger connections * 01:00:16 AI’s impact on software development, legal workflows, and personal productivity * 01:04:07 Coding with AI: Brad’s firsthand experience building a web app with Cursor
In this episode, Nicholas Grous and Sam Korus are joined by ARK Chief Futurist, Brett Winton, to delve into the Mary Meeker AI Trends Report, discussing the rapid adoption of AI technologies, the evolving role of AI in trust and validation, and the changing landscape of search behavior. They explore the monetization of AI, the investment landscape, and the future of autonomous vehicles, concluding with a positive outlook on AI's trajectory.
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 Public.com. 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:
- The rapid pace of AI adoption is unprecedented.
- AI is reshaping how we validate information and trust sources.
- Search behavior is evolving with the integration of AI.
- Monetization strategies for AI are becoming clearer.
- Investment in AI infrastructure is crucial for growth.
- Autonomous vehicles are on the brink of mainstream adoption.
- AI's role in education could revolutionize assessment methods.
- The competition between the US and China in AI is intensifying.
- Consumer behavior is shifting towards AI-driven solutions.
- Optimism about AI's future is warranted despite pessimistic narratives.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode, Nicholas Grous and Sam Korus discuss the recent Google I.O. event and OpenAI's significant acquisition, exploring the implications for generative AI and the competitive landscape between Google and Apple. They delve into Google's unified strategy for integrating AI across its ecosystem, the introduction of new tools for creators, and the potential future of AI hardware. The conversation highlights the challenges and opportunities for both tech giants as they navigate the evolving AI landscape.
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 Public.com. 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 I.O. showcased a unified strategy for generative AI.
- The integration of AI into Android and Chrome is a key focus.
- Project Mariner aims to enhance browser capabilities with AI.
- Veo 3 represents a significant advancement in AI video generation.
- Generative AI tools are democratizing content creation.
- Apple needs to innovate quickly to stay competitive in AI.
- The future of AI hardware may not require screens.
- Privacy concerns will shape the design of new AI devices.
- Google's consumer-facing products are still strong despite past failures.
- The competition between Google and Apple will define the AI landscape.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of FYI – For Your Innovation, Brett Winton and ARK analyst Nemo Despot sit down with Generate Biomedicines CEO Mike Nally and CFO Jason Silvers to explore how generative AI is transforming the discovery and development of protein-based therapeutics. Founded in 2018 by Flagship Pioneering, Generate Biomedicines is building a “self-driving lab” that combines machine learning, cryo-electron microscopy (cryo-EM), and high-throughput wet lab automation to dramatically accelerate drug development. The conversation dives into how Generate is reimagining protein therapeutics — going beyond trial-and-error methods to a data-first, design-driven model for creating novel medicines. The team discusses the company’s proprietary approach to integrating structural biology with functional data, the economic implications of reducing time-to-market from 13 years to under 9, and how their platform could unlock treatments for diseases that have been historically undruggable. They also touch on strategic partnerships, scalability, and how AI is shifting the biotech business model from artisanal science to an industrialized, data-driven enterprise.
Key Points From This Episode:* 00:01:30 Why Generate Biomedicines is rethinking protein drug discovery from first principles * 00:04:40 How their structure-first approach differs from peers like AbSci and Recursion * 00:07:04 Using cryo-EM to build proprietary protein interaction datasets * 00:10:57 Traditional drug discovery is random, expensive, and inefficient — here’s how Generate is changing that * 00:16:58 From concept to clinic in 18–24 months: Accelerating timelines through AI * 00:20:47 Going beyond efficiency: Unlocking access to undruggable biology * 00:24:48 Turning cryo-EM into a high-throughput data engine for model training * 00:31:20 The long-term vision: Patient-specific protein therapeutics * 00:40:00 Why scalability gives Generate an edge over traditional biotech * 00:47:52 The future of biotech as a research & development (R&D) sharing economy * 00:54:19 Adapting fast: Keeping pace with generative AI advances across the stack * 01:00:16 The KPI (key performance indicator) for platform success: Rate of improvement
In this episode, Nicholas Grous and Frank Downing explore the transformative potential of agentic coding and AI-assisted software development. They conduct a live demo showcasing how coding agents can simplify the development process, making it accessible to non-technical users. The conversation delves into the implications of these technologies on the economy, the future of knowledge workers, and the democratization of software development. The hosts emphasize the importance of experimentation with these tools and encourage listeners to engage with the technology firsthand.
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 Public.com. 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:
- Agentic coding is revolutionizing software development.
- AI-assisted coding tools are becoming more prevalent.
- Live demos help illustrate the power of coding agents.
- Non-technical users can now create applications easily.
- The potential for entrepreneurship is expanding rapidly.
- Coding agents can significantly reduce development time.
- The total addressable market for coding tools is vast.
- Knowledge workers can now create their own software solutions.
- AI tools are enabling creativity in ways previously unimaginable.
- Everyone with an internet connection can become a knowledge worker.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of FYI - For Your Innovation, ARK’s Chief Futurist, Brett Winton, and Research Analyst Nemo Marjanovic, sit down with Dr. Jin Hyung Lee, a leading neuroscience researcher at Stanford University. Dr. Lee and her team are pioneering breakthroughs in understanding brain function—an essential step toward diagnosing and treating neurological disorders. The conversation explores the complexities of the brain, the challenges in defining and diagnosing neurological diseases, and why current diagnostic tools are still crude. Dr. Lee discusses how her research combines optogenetics, fMRI, and AI to create functional maps of the brain, leading to potential breakthroughs in treating conditions like epilepsy and Alzheimer’s. The trio also examines the broader implications of AI-powered diagnostics, how machine learning is revolutionizing precision medicine, and why we may be on the verge of a neuroscience revolution.
Key Points From This Episode:* Why defining brain function is crucial for diagnosing and treating disorders * The role of optogenetics and fMRI in understanding the brain * How AI and data-driven diagnostics are advancing neuroscience * The intersection of molecular and imaging diagnostics in healthcare * The shift toward personalized and predictive medicine
In this episode, Sam Korus and Nicholas Grous discuss the recent ruling in the Apple vs. Epic Games lawsuit, which has significant implications for Apple's App Store policies and revenue model. They explore the potential impact on developers and the broader ecosystem, as well as Apple's challenges in the tech landscape, including AI and hardware issues. The conversation also touches on the rise of no-code solutions and how they can disrupt traditional software development.
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 Public.com. 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:
- Apple is facing challenges to its App Store dominance.
- The Epic Games ruling allows developers to link to external payment options.
- This ruling could lead to a significant revenue shift for Apple.
- Developers are cautiously optimistic about the ruling's implications.
- Apple's internal ad network may help offset potential revenue losses.
- The tech landscape is evolving rapidly, especially in AI.
- No-code solutions are becoming increasingly accessible and disruptive.
- Companies may be overpaying for SaaS (Software as a Service) tools that can be built in-house.
- Interns can add value by creating in-house tools to save costs.
- The importance of hands-on experience with new technologies.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode, Sam Korus, Nick Grous, and David Puell delve into the methodology behind Bitcoin's price forecast for 2030. They explore the total addressable markets for Bitcoin, focusing on its use cases as “digital gold” and institutional investment. The conversation also touches on the evolving narrative of Bitcoin, particularly in light of recent ETF launches, and the implications for corporate treasuries. Additionally, they discuss the concept of 'liveliness' in Bitcoin's supply and how it affects price forecasts, concluding with insights on the dynamics of active versus dormant Bitcoin supply.
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 Public.com. 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:
- Key use cases for Bitcoin include “digital gold” and institutional investment.
- Institutional investment is based on the global market portfolio, excluding gold.
- Bitcoin's performance relative to gold ETFs shows its growing acceptance.
- Corporate treasuries are increasingly considering Bitcoin as an asset.
- The narrative around Bitcoin has shifted towards it being a store of value.
- Liveliness is a metric that adjusts Bitcoin's supply for price forecasting.
- 60% of Bitcoin supply is considered active or kinetic.
- Market dynamics can influence the liveliness of Bitcoin supply.
- A significant event could alter the current equilibrium of Bitcoin's active supply.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
Nikil Viswanathan, co-founder and CEO of Alchemy, joins Brett Winton and Lorenzo Valente to explore the evolving crypto infrastructure landscape. Alchemy, often described as the “AWS for blockchain,” is powering some of the most widely used applications in Web3. Nikil explains why we’re still in the early innings of blockchain development and draws parallels to the early internet. The conversation also covers the rapid shift in institutional sentiment toward crypto, the potential of tokenized financial assets, and why AI agents will rely on blockchain rails to transact. Nikil shares insights from working with global banks, trends in stablecoins, and why the next phase of growth could be driven by developer and user experience innovation.
Key Points From This Episode:* 00:01:36 Why Alchemy is the AWS for blockchain—and what that means for crypto’s evolution * 00:04:13 Smart contracts as a better alternative to traditional financial intermediaries * 00:10:25 Mapping value accrual in smart contract platforms: A $5T opportunity by 2030 * 00:13:00 How Alchemy abstracts blockchain complexity and improves developer UX * 00:18:30 Why blockchain is still in its “green screen” era—and what comes next * 00:21:53 Meme coins, signal or noise? Nikil’s take on speculation vs. infrastructure * 00:25:03 Crowdfunding, stablecoins, and digital ownership: The real-world use cases * 00:29:36 Partnering with Worldcoin: Proof of personhood and bot-resistant networks * 00:36:44 The institutional wave: What’s changed in the last 30 days * 00:41:05 SAB 121 repeal, ETFs, and the regulatory unlock for banks * 00:45:53 The six-step playbook for banks entering crypto—from custody to stablecoins * 00:50:56 Will every bank launch a stablecoin and chain? A look at the fragmentation ahead * 00:52:04 Tokenized real-world assets and the future of user-owned financial infrastructure * 00:58:10 Why AI agents need crypto rails—and what that unlocks * 01:00:33 Smart underwriting, programmable capital, and peer-to-peer risk transformation
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to host a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your Innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Cathie Wood: Founder, CEO and CIO, ARK Invest
Lorenzo Valente: Director of Research, Digital Assets, ARK Invest
Matt Cole: CEO, Strive Asset Management
Will Reeves: CEO, Fold
Matt Odell: Managing Parter, Ten31
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:* 00:02:41 The role of bitcoin in corporate treasury strategies * 00:06:04 Institutional perspectives on bitcoin as a hedge * 00:10:48 Are there different strategic considerations for public vs. private companies? * 00:13:13 Market dynamics and bitcoin premiums * 00:22:15 The future of bitcoin treasuries in business * 00:30:00 The long-term outlook for bitcoin in corporate strategy * 00:40:01 Business strategies in the age of bitcoin * 00:45:03 The hurdle rate: bitcoin as a benchmark for investment * 00:48:59 Custody and accumulation strategies for bitcoin * 00:56:10 The future of bitcoin adoption and education
Links Mentioned in this Episode:* Learn more about Bitcoin Park: bitcoinpark.com
In this episode, Sam, Nick and Varshika discuss Amazon's new feature, 'Buy For Me', which allows users to shop across different marketplaces using Amazon's purchasing capabilities. They explore the implications of agentic AI in e-commerce, the importance of reducing friction in the purchasing process, and how this innovation could reshape the competitive landscape. The conversation also touches on the future of services enabled by AI, emphasizing the value of knowledge in facilitating transactions.
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 Public.com. 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:
- Amazon's 'Buy For Me' feature allows shopping across different marketplaces.
- Agentic AI reduces friction in the purchasing process.
- The one-click checkout is a significant innovation in e-commerce.
- Payments are crucial for completing transactions in online marketplaces.
- The competitive landscape of e-commerce is evolving with AI capabilities.
- Knowledge at the point of purchase is valuable for consumers.
- Physical infrastructure remains important for e-commerce incumbents.
- The future of services could be transformed by AI technology.
- Consumer behavior is influenced by trust in payment systems.
- E-commerce has historically evolved to reduce transaction times.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of For Your Innovation, Brett Winton, along with ARK Invest Chief Investment Strategist, Charles Roberts, and Research Analyst, Nemo Marjanovic, sit down with Geoffrey von Maltzahn, CEO and founder of Lila Sciences and a general partner at Flagship Pioneering. Fresh out of stealth mode, Lila is pioneering the concept of scientific superintelligence—leveraging AI and automation to accelerate discovery across materials science, chemistry, and life sciences. Geoffrey shares his vision for transforming the scientific method into an AI-driven engine that pushes the boundaries of innovation at unprecedented speeds. The conversation explores the limitations of traditional scientific research, the role of AI-driven autonomous labs, and how Lila aims to revolutionize hypothesis testing and experimentation. Geoffrey discusses how scientific intelligence can scale across domains, the importance of proprietary data, and why unlocking AI’s potential in science could be one of the most valuable technological advances of our time.
Key Points From This Episode:* ARK Invest sees Lila as a transformative opportunity. * Lila’s AI science factories are reinventing research. * We're experiencing breakthroughs in mRNA and material science through AI. * Scientists roles are evolving in an AI-powered world.
In this episode, Sam and Nick discuss the Model Context Protocol (MCP), its significance in AI development, and its implications for the future of agentic AI. They explore how MCP simplifies the integration of AI applications with web services, making it easier for developers to enhance their models. The discussion also touches on the current trends in AI, consumer adoption, and the potential for AI to revolutionize shopping experiences.
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 Public.com. 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:
- MCP stands for Model Context Protocol, released by Anthropic.
- MCP allows AI applications to communicate with web services more efficiently.
- The protocol is open-source, enabling broader integration across platforms.
- MCP simplifies the development process for AI applications.
- It serves as a bridge between AI models and various online tools.
- MCP is gaining traction as a public utility for AI development.
- The future of agentic AI relies on protocols like MCP for functionality.
- Consumer adoption of AI tools is influenced by ease of integration.
- Shopping experiences could be transformed by AI and MCP integration.
- The conversation highlights the evolving landscape of AI technology.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
DNA sequencing is on the cusp of a major transformation, and Gilad Almogy, CEO of Ultima Genomics, is leading the charge. In this episode of FYI, ARK’s Chief Futurist, Brett Winton, and Multiomics analyst Nemo Despot explore how Ultima is making whole-genome sequencing radically cheaper—driving costs down from $1,000 to just $80 per genome, with ambitions for even further reductions. Gilad shares how his background in semiconductors shaped Ultima’s innovative approach, which relies on cost-efficient silicon wafers and high-throughput sequencing. The conversation also dives into the massive potential applications for low-cost sequencing, from cancer diagnostics and population genomics to AI-driven drug discovery.
Key Points From This Episode:* How Ultima Genomics’ unique approach is slashing sequencing costs * The growing role of AI in understanding biology * Why sequencing demand is highly elastic—cheaper data unlocks new applications * The future of personalized medicine and real-time cancer detection * How population-scale genomics will transform healthcare
In this episode, Sam and Nick discuss Robinhood's recent announcements, including its transformation into a full-service digital wallet, the introduction of AI features, and the launch of robo-advisory services. They explore the competitive landscape with Block and other fintech companies, emphasizing the importance of understanding market dynamics and user engagement. The conversation highlights Robinhood's innovative approach to financial services and its potential impact on the industry.
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 Public.com. 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:
- Robinhood is evolving into a full-service digital wallet.
- In our view, the $5 subscription model offers significant value in finance.
- AI integration should enhance user experience and accessibility.
- Robo-advisory services are a new offering for Robinhood.
- Understanding market dynamics is crucial for fintech success.
- Robinhood's competitive advantage lies in its brokerage foundation.
- The generational wealth transfer presents a massive opportunity.
- Block and Robinhood target different market segments.
- User engagement metrics are vital for assessing growth.
- Innovation in fintech is rapidly changing the landscape.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
Is NVIDIA poised to shake up the AI industry? Sam Korus and Nicholas Grous are joined by ARK Director of Research, Next Generation Internet, Frank Downing, to discuss the key takeaways from NVIDIA's GTC conference, focusing on the shift from AI training to inference, NVIDIA's innovations in hardware and software, the growing interest in humanoid robots, and the impact of China's AI advancements on chip demand. They explore the competitive landscape, including AMD's position and the implications for companies like Waymo and Microsoft.
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 Public.com. 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:
- The next generation of NVIDIA chips will significantly increase compute power.
- AMD has had an advantage in memory per chip, but NVIDIA's software is superior.
- NVIDIA is focusing on humanoid robots and autonomous vehicles.
- The release of a large dataset for training humanoid robots is a significant step.
- Waymo's use of NVIDIA chips confirms their market position.
- China's advancements in AI are increasing demand for chips.
- Generative AI is gaining traction in China, leading to more chip demand.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of For Your Innovation, the ARK team is joined by Umoja’s CEO, Dr. Andy Scharenberg, and CFO, Britton Russell, to discuss their journey, vision, and the innovative science reshaping cancer treatment. Dr. Scharenberg explains how Umoja’s in vivo gene delivery platform, VivoVec, represents a third-generation leap in CAR T-cell therapies—offering the potential to make cutting-edge treatments more scalable, accessible, and cost-effective. Britton Russell provides insights into how this paradigm shift is aligned with Umoja’s mission to democratize transformative medicine, enabling broader global access. Together, they explore topics ranging from the shortcomings of traditional CAR T-cell therapies, the challenges of current allogeneic solutions, and how Umoja’s platform overcomes these barriers. They also discuss the implications of in vivo therapies for oncology, autoimmune diseases, and even longevity, while touching on the role of better healthcare models and incentive structures to move the industry from "sick care" to true healthcare innovation.
Key Points From This Episode:* The limitations of existing CAR T-cell therapies and how Umoja addresses them. * How in vivo platforms reduce costs and streamline treatment timelines. * The broader applications of Umoja’s technology beyond oncology, including autoimmunity and longevity. * Why better alignment of healthcare incentives is critical for advancing patient outcomes.
Is history doomed to repeat for Apple? Sam Korus and Nicholas Grous are joined by ARK Chief Futurist, Brett Winton, to discuss the current state of Apple, particularly focusing on its challenges in innovation and AI development. They analyze the delays in launching promised features, the implications of these delays on Apple's reputation, and the competitive landscape in which Apple operates. The discussion also touches on the company's historical context, its financial strength, and the potential future of AI within Apple's ecosystem.
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 Public.com. 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:
- Apple's recent announcements have not translated into actual product releases.
- The delay in AI features raises concerns about Apple's innovation capabilities.
- Apple's financial strength allows it to absorb some mistakes in product development.
- The competitive landscape is shifting rapidly with advancements in AI.
- Apple's marketing strategy may not align with its product development reality.
- The company faces a potential identity crisis in the AI era.
- There is skepticism about whether Apple can maintain its market dominance.
- The need for a cohesive strategy in AI development is critical for Apple.
- Apple's historical success does not guarantee future performance.
- The conversation highlights differing perspectives on Apple's future in technology.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of For Your Innovation, Brett Winton, ARK’s Chief Futurist, and Frank Downing, Director of Research, Next Generation Internet, sit down with Aaron Levie, CEO and co-founder of Box, to discuss the transformative impact of artificial intelligence on enterprise software. With nearly 20 years of experience leading a cloud-native company, Aaron shares his perspective on how AI is fundamentally reshaping productivity, software business models, and competitive dynamics. The conversation covers the parallels between AI adoption and the early days of the cloud, the challenges of enterprise AI implementation, and why companies that fail to embrace AI risk being left behind. Aaron also explores how AI-first enterprises will operate with dramatically increased efficiency, what this means for software development, and how Box is integrating AI to revolutionize content management. Tune in for an insightful discussion on the future of AI-driven business transformation.
Key Points From This Episode:* How AI is reshaping enterprise software and productivity * The similarities and differences between AI adoption and the rise of cloud computing * Competitive pressures driving AI adoption in businesses * The role of AI in software automation and workflow optimization * How Box is leveraging AI to transform enterprise content management
Have we witnessed a quantum breakthrough? Sam Korus and Nicholas Grous are joined by ARK Chief Futurist, Brett Winton, to discuss the current state and future of quantum computing and AI, particularly focusing on Microsoft's advancements in quantum technology and the capabilities of Grok 3.
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 Public.com. 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:
- Microsoft's new qubit technology is a significant step forward.
- AI advancements may reduce the urgency for quantum computing.
- Grok 3 shows notable capabilities in AI performance.
- User experience is crucial for AI adoption.
- The tech industry often promotes commercial applications that aren't meaningful.
- Investment in quantum computing requires a clear ROI.
- Grok 3's voice mode offers unique features compared to competitors.
- The divide in AI usage is growing among different demographics.
- Future AI tools need to focus on user-friendly interfaces.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this insightful episode of FYI, Eric Lefkofsky, CEO of Tempus, shares his journey from leading tech companies like Groupon to pioneering innovation in healthcare through AI. Lefkofsky explains how Tempus integrates advanced technology into medical diagnostics, making healthcare more precise and data-driven. He discusses the challenges of the U.S. healthcare system, the power of AI in personalized medicine, and the critical role of bridging gaps between technology and biology. Discover how Tempus is revolutionizing oncology and expanding its reach to other medical fields through strategic AI applications.
Key Points From This Episode:* How Eric Lefkofsky transitioned from tech to healthcare innovation. * The story behind Tempus’ founding and its mission to personalize patient care. * How Tempus uses AI to connect diagnostics with real-time clinical data. * The systemic barriers in U.S. healthcare and how Tempus overcomes them. * Key insights on the future of AI in precision medicine and its potential to transform patient outcomes.
We’re entering the AI battle arena today! Sam Korus and Nicholas Grous are joined by ARK Director of Research, Next Generation Internet, Frank Downing, to dive into the performance of three leading AI models: ChatGPT, Deepseek, and Grok. They conduct real-time tests to evaluate how well these models can analyze stock market trends and solve puzzles. The conversation also touches on the implications of quantum computing and how it relates to AI advancements. Throughout the discussion, the hosts emphasize the importance of user experience and the varying strengths of each AI model, ultimately providing insights into their performance and usability.
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 Public.com. 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:
- Grok stands out for its user-friendly interface and formatting.
- Deepseek provides detailed responses but sometimes misses the mark.
- ChatGPT is strong in coding and data analysis.
- Understanding the context of questions is vital for AI responses.
- AI models can save time on complex tasks but still have limitations.
- The future of AI will likely involve more integration with quantum computing.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to host a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your Innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Cathie Wood: Founder, CEO and CIO, ARK Invest
Lorenzo Valente: Director of Research, Digital Assets, ARK Invest
Skot9000: Creator of Bitaxe
Jose Rios: Former VP, AI and Datacenter Group, Intel
Robert Warren: Author, Bitcoin Miner’s Almanac
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:* 00:01:00 Cathie’s thoughts on open-source development vs. closed * 00:05:50 Where does bitcoin fit on a global macro-economic scale? * 00:10:20 Supply chain: do developers have enough resources? * 00:21:50 What are some projects we should be paying attention to? * 00:30:10 Bitaxe production process, scale, and chip demand * 00:39:00 Exogenous use cases for bitcoin miners * 00:43:10 Is there a solution to chip production bottlenecks and vulnerabilities? * 00:48:00 Are we at the precipice of a Cambrian explosion in bitcoin mining?
Links Mentioned in this Episode:* Learn more about Bitcoin Park: bitcoinpark.com
Will we have humanoid robots cleaning our house soon? In this conversation, Sam Korus and Nicholas Grous explore the current state and future potential of humanoid robots. They discuss the implications of recent developments in AI and robotics, the distinction between tasks and jobs, and the evolving landscape of automation. The conversation highlights the importance of both hardware and software in the development of humanoid robots, as well as the potential for these technologies to transform industries and create new opportunities.
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 Public.com. 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:
- Humanoid robots are becoming a significant focus in technology.
- The shift from closed to open-source models is impacting robotics.
- Automation has historically created unexpected industries.
- Understanding the difference between tasks and jobs is crucial in robotics.
- The current landscape of humanoid robotics is competitive and evolving.
- Boston Dynamics has faced challenges in adapting to new AI advancements.
- Manufacturing is a key area for the deployment of humanoid robots.
- Consumer adoption of humanoid robots will take time.
- Software advancements are critical for the future of robotics.
- Humanoid robots will learn and adapt over time.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
Welcome to FYI - For Your Innovation. In this episode, Brett Winton is joined by ARK's Chief Investment Strategist, Dr. Charles Roberts, ARK Venture Capital Research Associate, Chase Prather, and Peter Walker, Head of Insights at Carta, a leading platform for cap table management and venture data analysis. Together, they dive into the evolving venture capital landscape, discussing funding trends, challenges for startups, and the role of artificial intelligence in reshaping the industry.
Key Points From This Episode:* Introduction to Venture Capital Trends: Why early-stage and emerging managers are facing challenges amid a shifting funding environment. * AI’s Dominance in VC: The outsized role of artificial intelligence, with 30-50% of late-stage venture funding allocated to AI companies. * Pareto Dynamics in Funding: How a few startups and funds are attracting the lion’s share of investments while smaller players struggle to raise capital. * Transparency Issues in Private Markets: The delayed realizations and opaque reporting practices in private funding cycles. * Emerging Secondary Markets: The rise of secondary transactions as a liquidity option for late-stage private companies. * The Changing Venture Lifecycle: Why traditional 10-year fund cycles are no longer a realistic benchmark in today’s market.
How big of an opportunity is Robotaxi for Tesla? In this episode, Sam Korus and Nicholas Grous are joined by ARK’s Director of Investment Analysis & Institutional Strategies, Tasha Keeney, and Research Associate, Varshika Prasanna, to discuss the burgeoning field of live streaming commerce, its potential to reshape retail, and the significant market opportunities it presents. The discussion transitions to Tesla's recent earnings call, highlighting the divide between traditional financial analysts and retail investors regarding Tesla's future, particularly in autonomous driving and robotics. The episode concludes with insights into the future of AI and robotics, emphasizing the challenges and opportunities that lie ahead for companies like Tesla in scaling their technologies.
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 Public.com. 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:
- Live streaming commerce is transforming how brands sell products.
- The US market for live streaming commerce is projected to grow significantly.
- Tesla's approach to scaling its services differs from competitors like Waymo.
- The potential for AI in real-world applications is vast but complex.
- Investors are excited about AI but cautious about hardware-based implementations.
- Tesla plans to launch its Robotaxi service in Austin soon.
- Humanoid robots present significant technical challenges for development.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
Are we witnessing China take the lead in the AI race? In this episode, Sam Korus and Nicholas Grous are joined by ARK’s Chief Futurist, Brett Winton, to discuss the implications of the emergence of open-source AI models, particularly focusing on the DeepSeek R1 model from China. They explore the efficiency of AI training, the competitive dynamics in the AI landscape, and the impact of inference on hardware demand. The conversation also touches on the role of China in the AI sector and the future of AI model providers in a rapidly evolving market.
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 Public.com. 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:
- Open-source AI models are changing the competitive landscape.
- Efficiency in AI training does not equate to reduced demand for hardware.
- The emergence of new models can scramble existing competitive dynamics.
- The cost of machine intelligence is declining, leading to increased application development.
- Meta has significant potential for growth due to its vast user base.
- Apple's current strategy may not be enough to maintain its market position.
- The rapid advancement of AI technology is akin to compounding interest, leading to exponential growth.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
Is TikTok on the chopping block? In this episode, Sam Korus and Nicholas Grous discuss the recent TikTok ban and its implications for creators and the social media landscape. They explore how competitors like Instagram and YouTube are positioning themselves to capture TikTok's user base. The conversation then shifts to the latest developments in space exploration, focusing on Blue Origin's successful launch and SpaceX's ongoing efforts with Starship. The hosts analyze the competitive dynamics between these companies and the challenges they face in the evolving space industry.
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 Public.com. 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:
- The TikTok ban has been a long-standing concern.
- Creators are diversifying their revenue streams due to uncertainty.
- Blue Origin is currently behind SpaceX in capabilities.
- SpaceX's success has opened the market for new entrants.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
X: https://twitter.com/public
In this episode of FYI, Brett Winton and Nemo Marjanovic sit down with Professor Thomas Hartung, MD-PhD, a leading expert in biomedical innovation at Johns Hopkins Bloomberg School of Public Health. They explore how human organoids—3D organ proxies—are revolutionizing drug discovery and toxicology testing by reducing reliance on animal models. Professor Hartung explains how advancements in stem cell science, microfluidics, and artificial intelligence are converging to accelerate clinical trials, increase safety, and lower costs. The conversation also delves into the ethical considerations of biological computing, where organoids may one day aid in cognition and pattern recognition tasks.
Key Points From This Episode:* The limitations of animal testing in preclinical drug discovery. * How human organoids replicate organ functionality, improving research accuracy. * The role of stem cells and microfluidics in advancing organ-on-chip technology. * The impact of AI and big data in analyzing organoid testing outcomes. * Examples of pharmaceutical companies adopting human-based models. * Discussion on rapid vaccine development during the COVID-19 pandemic. * The potential for brain organoids in studying neurological diseases like autism and Alzheimer’s. * Speculation on the use of organoids in biological computing and sensors. * Ethical challenges surrounding the development of self-aware organoids.
Will AI enable a 4 day work week? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Research, Next Generation Internet, Frank Downing, to discuss Disney's strategic acquisition of a controlling stake in Fubo TV, highlighting the competitive landscape of streaming services and the ongoing trend of cord-cutting. They then transition to Nvidia's recent innovations showcased at CES, focusing on AI advancements in gaming and enterprise applications. The conversation concludes with reflections on how AI may reshape work-life balance, potentially leading to increased leisure time for gaming and streaming.
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 Public.com. 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:
- YouTube TV is currently leading the live TV market.
- The decline of traditional cable is inevitable but gradual.
- Consumers are increasingly frustrated with ad loads in streaming services.
- Nvidia's AI innovations are set to revolutionize gaming experiences.
- The future of work may allow for more leisure activities.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
In this episode of FYI, Brett Winton, ARK’s Chief Futurist, hosts an enlightening discussion with Peter Diamandis, founder of the XPRIZE Foundation and author of the upcoming Longevity Guidebook, alongside ARK Invest CEO/CIO Cathie Wood. They explore the transformative role of artificial intelligence and biotechnology in extending human health span and lifespan. Peter delves into the revolutionary advancements in diagnostics, gene editing, and epigenetic reprogramming, while Cathie highlights the market implications of these breakthroughs. Tune in to understand how these technologies are reshaping the future of healthcare, the economy, and our approach to aging.
Key Points From This Episode: The premise of Peter Diamandis’ Longevity Guidebook* and its focus on reversing aging. * AI's pivotal role in drug discovery, healthcare diagnostics, and personalized medicine. * How advancements like CRISPR and epigenetic reprogramming are redefining longevity science. * The market's undervaluation of biotech innovations and their transformative potential. * The concept of "longevity escape velocity" and its implications for human life expectancy. * Maintaining a "longevity mindset" through sleep, exercise, and diet is important. * Economic and societal shifts from extended lifespans and productivity. * The future of brain mapping and AI-assisted preservation of consciousness. * Innovations in healthcare delivery, from diagnostics to preventative therapies.
Are we on the verge of an economic transformation? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss ambitious projections for global GDP growth, driven by technological advancements and innovations such as Robotaxis and AI. They explore the historical context of economic growth, the potential for significant productivity increases, and the implications for different regions, particularly the U.S. and Europe. The conversation then shifts to SpaceX's advancements in satellite technology, highlighting the impressive capabilities of the new V3 satellites and their potential to revolutionize global connectivity.
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 Public.com. 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:
- Technological advancements are expected to drive significant economic transformation.
- Historical context shows that periods of growth are often followed by technological infusions.
- SpaceX's new V3 satellites will dramatically increase bandwidth and reduce costs.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to host a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your Innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Cathie Wood: Founder, CEO and CIO, ARK Invest
Matt O’Dell: Managing Partner, Ten31 and Co-Founder, Bitcoin Park
Adam Back: CEO, Blockstream
Matt Corallo: Open Source Engineer, Spiral
Frank Downing: Director of Research, Next Generation Internet, ARK Invest
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:* Insights into the quantum computing threat to bitcoin and how close we are to its impact. * Key advancements in post-quantum cryptography and Bitcoin’s preparedness. * Evolution and future potential of the Lightning Network. * Exploring the intersection of bitcoin with stablecoins like Tether on Tron and their implications. * Reflections on bitcoin’s adoption trends in 2024, including institutional engagement and emerging markets. * Highlighting non-protocol advancements, such as user-friendly wallets and tools for self-custody. * The growth of Nostr and its integration of bitcoin payments via Lightning. * Bitcoin’s future as a global financial base and the pragmatic steps needed for broader adoption.
Links Mentioned in this Episode:* Learn more about Bitcoin Park: bitcoinpark.com
On this year’s final episode of FYI, we will be taking the opportunity to highlight some of the best moments from throughout the year. While we are grateful for every single guest that has joined the For Your Innovation podcast, here is a compilation of some of our favorite moments.
Key Points From This Episode:* SoFi CEO Anthony Noto explains how he managed to diversify SoFi’s product line from beyond it’s start as a student loan platform, and why Anthony felt he needed to purchase the rights to a stadium to grow SoFi's business. * NBA stars Andre Iguodala and Evan Turner talk about their early intellectual pursuits in financial literacy, and how they parleyed their experience as NBA athletes into the world of venture capital. * OpenAI CFO, Sarah Friar, discusses the scope of the AI opportunity and how OpenAI is just getting started. * Jack Dorsey explains the importance and implications of bitcoins open source nature, and how it’s truly a disruptive innovation. * Shopify’s president, Harley Finkelstein, explains the rise of entrepreneurship globally, the critical role of AI in reducing barriers for entrepreneurs, and Shopify’s vision for the future.
Is quantum computing the next big thing? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the latest advancements in quantum computing and AI drug discovery. They discuss Google's recent quantum chip announcement, the challenges of scaling quantum technology, and the potential applications in drug discovery. The conversation shifts to the partnership between GlaxoSmithKline and Relation Therapeutics, highlighting the promise of AI in revolutionizing drug development processes, reducing costs, and improving efficiency. The episode concludes with insights on the future of drug development and the potential for significant market changes in the pharmaceutical industry.
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 Public.com. 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:
- Quantum computing is still 15 years away from commercial viability.
- AI is transforming drug discovery, making it faster and cheaper.
- AI drug discovery could reduce development costs to $600 million.
- The future of healthcare may focus on curing diseases rather than just treating them.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
How good is Tesla autopilot? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Investment Analysis & Institutional Strategies Tasha Keeney to discuss Tesla's latest advancements in full self-driving (FSD) technology, particularly focusing on version 13. The conversation highlights the skepticism surrounding the launch, the infrastructure needed for a successful Robotaxi service, and the potential for a fleet model. The episode concludes with insights on the commercialization timeline and market impact of Tesla's innovations.
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 Public.com. 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:
- Tesla's FSD version 13 is a significant step towards full autonomy.
- Remote operators may be used to assist during the initial launch.
- Tesla's vertical integration gives it a competitive edge over rivals.
- Market dynamics may shift significantly with the introduction of Robotaxi services.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
In this episode of FYI, Brett Winton and Cathie Wood engage in a discussion with Sarah Friar, CFO of OpenAI. Together, they delve into the transformative potential of AI and its economic implications. Sarah shares her journey from leading roles at Salesforce and Square to her current position at OpenAI, and offers a unique perspective on AI as a platform shift akin to the advent of cloud computing. The conversation explores the advancements in AI models, the concept of agentic systems, and the strategic priorities OpenAI is adopting to accelerate progress toward Artificial General Intelligence (AGI). They also discuss OpenAI's approach to cost reductions, capital allocation, and staying at the frontier of innovation in a rapidly evolving tech landscape. Don’t miss this fascinating episode about the profound implications of AI on industries, economies, and daily life.
Key Points From This Episode:* Sarah Friar's career journey and her transition to OpenAI. * The valuation of OpenAI and the economic potential of AI-driven productivity. * AI's potential as a transformative platform shift, similar to cloud computing. * How OpenAI balances gross margin focus with pricing strategies for ubiquity. * Advancements in AI models, including reasoning capabilities and agentic systems. * OpenAI's strategic capital allocation decisions in a fast-evolving tech landscape. * The economic and technological advantages of staying at the forefront of AI innovation. * Discussion on global competition, with a focus on European regulatory challenges. * AI as a natural language-driven operating system for technological interfaces. * Predictions for AI's role in solving complex global challenges and accelerating innovation.
In this episode of FYI: For Your Innovation, ARK’s Chief Futurist Brett Winton and ARK Analyst Nemo Despot chat with Harvard Professor Dr. Mahmood, a trailblazer in computational pathology. Together, they explore how AI and multiomics are reshaping healthcare and drug discovery. The discussion spans the transformative potential of combining data modalities like histology, genomics, and molecular profiling with advanced AI models. Dr. Mahmood shares his journey into computational pathology and highlights breakthroughs in applying machine learning to diagnostics and drug discovery. They also delve into the regulatory landscape, the transition from analog to digital pathology, and how foundational models are accelerating innovation. This episode offers a glimpse into the near future of healthcare, where AI-driven insights enable more predictive, personalized, and efficient medicine.
Key Points From This Episode:* An introduction to multiomics: integrating biological data like DNA, RNA, and protein for deeper insights. * The role of computational pathology in transforming diagnostics and drug discovery. * Challenges and opportunities in transitioning pathology from analog to digital systems. * How AI models are enhancing outcomes in diagnostics and therapy predictions. * Real-world applications of AI in clinical trials and drug discovery pipelines. * Regulatory and reimbursement hurdles in adopting digital and AI-driven pathology. * Insights into foundational AI models and their application in healthcare. * Examples of how multimodal data enhances disease discovery and treatment development. * The future of diagnostic healthcare using specific AI models trained on biological data. * Predictions on the pace of AI advancement in medical research and clinical practice.
Will PhD students still exist in the future? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nicholas Grous are joined by ARK Analyst Nemo Marjanovic to discuss the transformative potential of autonomous and decentralized science in drug discovery. Nemo discusses how AI and robotics are revolutionizing research processes, making them more efficient and cost-effective. The discussion also highlights the challenges faced in clinical trials and the role of blockchain technology in decentralizing research funding. The episode concludes with insights into the future of genomics and the innovative companies leading the charge in this space.
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 Public.com. 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:
- Autonomous science combines AI and robotics to enhance research and can significantly speed up the drug discovery process.
- Clinical trials represent the largest cost in drug development.
- Companies like Recursion and Tempus are leading innovations in genomics.
- The future of drug discovery may resemble an app store model.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
In this episode of FYI, ARK Chief Futurist Brett Winton and ARK Associate Portfolio Manager Nicholas Grous engage with Harley Finkelstein, President of Shopify, to explore the transformative role of technology and AI in empowering entrepreneurship and shaping the future of commerce. Harley highlights Shopify’s commitment to leveling the playing field for entrepreneurs worldwide, from its origins as an e-commerce platform to its evolution as a comprehensive retail operating system. They explore how Shopify is enabling seamless global commerce, leveraging generative AI for merchant success, and fostering innovation through partnerships and ecosystem development. Harley also shares insights into the increasing democratization of entrepreneurship, the rise of agentic shopping behavior, and the company’s vision of creating tools that scale with businesses, from startups to iconic global brands.
Key Points From This Episode:* Shopify's growth highlights from Q3, including 24% gross merchandise value (GMV) growth and expanded free cash flow margins. * The rise of entrepreneurship globally and Shopify's role in fostering it across diverse industries and geographies. * Shopify’s strategy in supporting both small businesses and large enterprises without compromising on its core values. * The critical role of AI in reducing barriers for entrepreneurs, from product photography to customer interaction. * The emergence of agentic shopping behaviors powered by AI and Shopify’s tools like shop.ai to enhance customer experience. * Strategic decisions in balancing in-house development versus partnerships with companies like Stripe, Affirm, and OpenAI. * The importance of internationalization and customization in addressing consumer preferences in 175+ markets. * Shopify’s transition from an e-commerce provider to a global retail operating system for businesses of all sizes. * Success stories of merchants scaling with Shopify, from Gymshark to Mattel Creations and beyond. * Shopify's vision for the future: democratizing access to tools historically reserved for the largest brands.
What does tokenization mean for the world? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nicholas Grous are joined by ARK Research Associate Lorenzo Valente to discuss the recent developments in the tokenization of real-world assets, particularly through Tether's new platform, Hadron. The discussion highlights the significance of stablecoins in the global economy and their potential to democratize access to financial products. The second part of the conversation shifts to the rise of new social media platforms like Blue Sky and Threads, exploring their user engagement and the evolving landscape of real-time information sharing.
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 Public.com. 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:
- Tether's Hadron platform aims to tokenize real-world assets.
- Stablecoins are becoming integral to the global economy.
- Blue Sky and Threads are emerging as competitors to X.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Are we entering an era of significant political and technological reform? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK CEO/CIO Cathie Wood to discuss the intersection of politics and technology, focusing on potential economic reforms under a new administration. The conversation also delves into the future of cryptocurrency, the implications of tariffs on the dollar, and the potential for a broadening market as innovation takes center stage.
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 Public.com. 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:
- Trump's experience may facilitate significant reforms.
- Regulatory changes could legitimize crypto assets.
- Technological advancements may lead to lower inflation and interest rates.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Can you imagine a future without Google? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the competitive landscape of AI search engines and the implications for Google, as well as the emerging business opportunities in curing rare diseases through innovative therapies.
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 Public.com. 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:
- The future of search may involve a shift to AI-driven operating systems.
- Google's search dominance is being challenged by AI competitors.
- AI search provides more text-rich responses compared to traditional link-based results.
- Insurers are willing to pay high prices for cures based on long-term savings.
- The market is underestimating the value of one-time treatments compared to ongoing therapies.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Cathie Wood: Founder, CEO and CIO, ARK Invest
Grant Gilliam: Co-Founder and Managing Partner, Ten31
Barry Deen: CEO, Bitvora Inc.
Joe Kelly: Co-Founder and CEO, Unchained
Yassine Elmandjra: Director of Digital Assets, ARK Invest
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:00:01:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests
00:04:09 bitcoin may be at all-time highs (as of October 30, 2024), but it seems like bitcoin attention is no longer at a fever pitch
00:12:10 What are the implications of financial regulation on innovation?
00:20:13 What are bitcoin infrastructure builders, and bitcoin entrepreneurs thinking about the current state of governmental regulation in the United States?
00:26:40 How are the various bitcoin companies converging and working together to accelerate innovation?
00:34:42 Why Layer 2s like the Lightning network are critical to advancing bitcoin adoption beyond a savings tool
00:41:41 The global adoption of bitcoin is still very low, and simply making it accessible can be its next leg of growth
00:53:14 Why does Barry have a saying “Everything is good for bitcoin”?
00:57:56 Why does Cathie believe accreditation rules in the United States are un-American?
00:59:42 What does the future of bitcoin hold and how might the election impact it?
Links Mentioned in this Episode:
Learn more about Bitcoin Park: bitcoinpark.com
Learn more about Bitcoin technology investment firm, Ten31: Ten31.vc
Learn more about Bitcoin and Lightning payments API, Bitvora: Bitvora.com
Learn more about Bitcoin native financial services company, Unchained Capital: Unchained.com
In this episode of FYI, Brett Winton and Charlie Roberts sit down with Sean McClain, CEO and founder of Absci, and Andreas Busch, Absci's Chief Innovation Officer, to explore how AI is transforming drug discovery and development, particularly in the biologic space. Sean shares how Absci is using AI to tackle the design problem in drug discovery, unlocking new possibilities for "undruggable" targets. Andreas provides insights into the challenges of translating these advancements into real-world therapies, drawing from his deep experience in Big Pharma. Together, they discuss the role of AI in reducing the time and cost of developing new therapies and its potential to reshape the pharmaceutical landscape.
Key Points From This Episode:* The role of AI in addressing previously "undruggable" targets like GPCRs and ion channels. * How Absci’s AI-driven approach has shifted from synthetic biology to designing antibodies and biologics for drug discovery. * The importance of leveraging partnerships with pharma companies like AstraZeneca and Merck to unlock novel biology. * Andreas Busch’s transition from Big Pharma to Absci, emphasizing how smaller biotech companies attract top talent and foster innovation. * AI’s role in shortening drug development timelines and reducing costs, allowing companies like Absci to develop differentiated assets faster. * The blend of best-in-class and first-in-class strategies in Absci’s portfolio, balancing risks in novel biology and proven therapeutic areas. * How AI models are used to design antibodies with specific affinities and predict drug candidates, a first in antibody drug design. * The critical role of integrating domain expertise, such as Andreas’s experience in drug development, into AI-driven drug discovery. * Insights on the future of AI in biology, predicting targets, epitopes, and potential breakthroughs in drug development. * The importance of talent and culture in building cutting-edge biotech companies.s.
Will Tesla take over Uber? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Investment Analysis & Institutional Strategies Tasha Keeney to discuss Tesla's recent earnings call, highlighting the company's focus on cost reductions and future plans for autonomy and ride-hailing services. They also delve into the advancements in AI agents, particularly Anthropic's new capabilities, and the competitive landscape of AI technology. The conversation wraps up with insights into Meta's product developments and the evolving search engine market.
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 Public.com. 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:
- Tesla's earnings exceeded expectations due to aggressive cost reductions.
- The company is testing a ride-hail platform with plans to launch next year.
- Anthropic's AI models are leading in new capabilities for computer navigation.
- Meta's Ray-Ban smart glasses are gaining significant market traction.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
It’s a good week to be Elon Musk! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Director Of Investment Analysis & Institutional Strategies Tasha Keeney discuss recent launch of Cybercab, and the successful landing of SpaceX’s starship rocket.
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 Public.com. 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:
- SpaceX successfully landed the booster of it’s Starship rocket on this 5th historic launch
- Tesla unveiled its Cybercab autonomous taxi and we discuss what it was like to ride in first hand
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
In this episode of FYI, Brett Winton, ARK's Chief Futurist, and Nemo Marjanovic, ARK's Multiomics Analyst, have an in-depth discussion with Professor Nikolai Slavov from Northeastern University. Professor Slalov is the Director of Parallel Squared Technology Institute (PTI). Together they explore the fascinating and complex world of multiomics, focusing on the importance of proteomics in understanding biological processes. Professor Slavov shares his insights on the technological advancements in single-cell proteomics, the challenges in measuring protein interactions, and the critical role of proteomics in drug development. The conversation also delves into the underfunded nature of proteomics research and its potential to revolutionize biopharma R&D and diagnostics.
Key Points From This Episode:* Introduction to multi-omics and its relevance in modern biology. * Explanation of the central dogma of molecular biology: DNA, RNA, and proteins. * Overview of Professor Slavov's research on single-cell proteomics and its implications. * Challenges in measuring the dynamic and complex nature of the proteome. * The role of advanced technologies like mass spectrometry in proteomic analysis. * Importance of protein interactions and modifications in cellular functions. * Discussion on the underfunding of proteomics research and its impact on scientific progress. * The potential of proteomics to improve drug development and diagnostic precision. * Advances in AI and data analysis techniques for better understanding protein structures and functions. * Future frontiers in proteomics, including improved technology access and dynamic protein measurements.
References:MacCoss, M.J., Alfaro, J.A., Faivre, D.A. et al. Sampling the proteome by emerging single-molecule and mass spectrometry methods. Nat Methods 20, 339–346 (2023). https://doi.org/10.1038/s41592-023-01802-5
Derks J, Jonson T, Leduc A, Khan S, Khoury L, Rafiee M, Slavov N Single-nucleus proteomics identifies regulators of protein transport
bioRxiv doi: 10.1101/2024.06.17.599449 (2024)
Are there any chip makers that can compete with Nvidia? This week, Next Generation Internet Director of Research Frank Downing, and Autonomous Technology and Robotics Director of Research Sam Korus discuss the S1 filing of Cerebras and what that might mean for the AI hardware space.
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 Public.com. 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:00:00:00 Intro
00:00:52 An Overview of Cerebras, and Their Plans to IPO
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
The Rundown: https://podcasts.apple.com/us/podcast/the-rundown/id1726048251
To learn more about ARK: https://arkinv.st/ARKInvest
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Disclosure: http://arkinv.st/39rzF94
Are Meta's Orion glasses enough to convince you to exist in the metaverse? This week, Director of Research, Next Generation Internet Frank Downing, and Associate Portfolio Manager Nick Grous discuss Meta's recent product launches at Meta Connect, focusing on their AI initiatives, particularly the Llama language models, and the integration of AI into their hardware products like the Ray-Ban glasses.
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 Public.com. 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:
- Meta is open sourcing their Llama models, democratizing access to AI.
- The Ray-Ban glasses integrate AI features seamlessly into daily life.
- Orion represents a long-term vision for augmented reality.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Imagine never having to hunt the internet for the lowest price on an item again! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the evolving landscape of digital wallets and purchasing agents, focusing on Klarna's recent developments.
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 Public.com. 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:
- Klarna is evolving from buy now, pay later to digital wallets.
- The introduction of purchasing agents could disrupt traditional marketplaces.
- Digital wallets may become a winner-take-most market.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
In this episode of FYI, Brett Winton, ARK Invest’s Chief Futurist, and CEO/CIO Cathie Wood, engage in a discussion with Seungyeon (SY) Kim, the CEO of Toss Securities. SY shares his journey from working at global tech giants like Google and TikTok to leading Toss Securities, a company often dubbed the "Robinhood of Korea." The conversation explores the unique approach Toss Securities takes by integrating social media features into its trading platform, fostering community engagement among investors. They also discuss the retail investing landscape in Korea, the potential global expansion of Toss Securities, and the intersection of social media, finance, and AI in reshaping the future of trading.
"In a couple of years time, I don't think we might need apps or mobile phones to trade stocks." - SY Kim
Key Points From This Episode:
- SY’s career journey from Google and TikTok to becoming the CEO of Toss Securities.
- The unique social media features integrated into Toss Securities' platform.
- Comparisons between Toss Securities and Robinhood, and the distinct approach SY’s team takes.
- The impact of social engagement on trading volumes within the Toss platform.
- The potential role of AI in the future of trading and investing.
- The growing interest of Korean investors in U.S. equities, driven by market trends and cultural factors.
- The importance of innovation in both the tech and financial sectors and its implications for the future.
- The regulatory environment in Korea and how it supports innovation in financial services.
- Toss Securities' ambitions for international expansion, particularly in the U.S. market.
- The relationship between crypto market trends and the growth of retail investing in Korea.
Can overthinking actually be beneficial? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Next Generation Internet Director of Research Frank Downing to discuss updates to OpenAI's latest model and the benefits of increasing AI "thinking" time.
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 Public.com. 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:
- The O1 model represents a breakthrough in AI reasoning.
- Inference time can be optimized for better performance.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Is Apple's strategy to launch Apple Intelligence wise? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Jozef Soja to discuss Replit and updates to Apple Intelligence at their recent product announcement event.
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 Public.com. 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:
- Replit Agent is a coding agent developed by Replit that can create web apps autonomously.
- Apple's hardware updates focus on generative AI and health features.
- Established companies face challenges in productizing AI models.
- There is potential for newer entrants in the AI space.
- Upcoming releases from OpenAI and Oracle are anticipated.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
In this episode of FYI, Brett Winton, ARK’s Chief Futurist and Frank Downing, ARK’s Director of Research, Next Generation Internet, welcome Manu Sharma, founder of Labelbox. The conversation examines the rapid evolution of Artificial Intelligence (AI) since the introduction of ChatGPT, highlighting how Labelbox has adapted from basic data labeling to sophisticated AI alignment using Ph.D.-level experts. They explore the profound changes in the AI landscape, the significance of reinforcement learning from human feedback, and the future of AI in increasing productivity and transforming industries. Listen in as they uncover the trends driving AI innovation and the growing importance of human preferences in shaping powerful models.
"There is a really interesting development happening in the industry, which is all these models had to get bigger only to get smaller." - Manu Sharma
Key Points From This Episode:
- The shift from traditional data labeling to sophisticated AI alignment post-ChatGPT.
- The role of Ph.D.-level experts in training and aligning foundation models.
- How RLHF (Reinforcement Learning from Human Feedback) has become essential in AI development.
- The impact of generative AI on enterprise productivity and consumer applications.
- The concept of model distillation and its importance in creating efficient, smaller models.
- The future potential of AI assistants and the economic implications of AI pricing models.
- Labelbox’s evolution into a data factory, powering major foundation models with high-quality data.
- The ongoing challenges in AI, including the need for better reasoning capabilities in models.
- The distinction between pre-training and post-training data needs and strategies.
- The potential of AI in real-world applications, including robotics and specialized industry
Typically, in coordination with Bitcoin Park, ARK publishes a monthly conversation with leaders in the bitcoin space, to discuss everything happening in the rapidly-changing and still nascent bitcoin ecosystem. This month’s edition of the Bitcoin Brainstorm, however, features Preston Pysh, Show Host and Co-Founder of The Investor’s Podcast Network and General Partner at Ego Death Capital, interviewing ARK CEO and CIO Cathie Wood and famed economist Dr. Art Laffer at the Bitcoin conference in Nashville, Tennessee. They covered all things bitcoin, ranging from why each grew interested in bitcoin to begin with, all the way to what they see for the bitcoin space in the future.
Guests on this month’s Bitcoin Brainstorm include:
Preston Pysh: Show Host and Co-Founder of The Investor’s Podcast Network and General Partner at Ego Death Capital
Cathie Wood: Founder, CEO and CIO, ARK Invest
Dr. Art Laffer: Economist
Key Points From This Episode:* ARK’s early interest in bitcoin * How Dr. Art Laffer was first introduced to bitcoin * Some history of money, as told by Dr. Art Laffer * Bitcoin's monetary policy and how it relates to supply-side economics * Bitcoin's positioning as private money in the world stage * Inherent anonymity of bitcoin and its importance * The future of bitcoin
Links Mentioned in this Episode:· Learn more about Bitcoin Park: bitcoinpark.com
Are LLM wrappers a viable business model? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss how to capture economic value in an AI age.
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 Public.com. 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:
- Amazon demonstrates the developer time savings of deploying it's own internal AI tool
- A discussion around the economic ROI of AI
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
In this episode of FYI, Brett Winton and Nick Grous sit down with Daril Fannin and Austin Worrell from Kino to discuss how their innovative platform is reshaping the film and television industry. Daril and Austin share their unique journeys and the inspiration behind Kino, a platform designed to democratize content distribution for independent filmmakers. They explore how Kino leverages interactivity and data-driven insights to offer fans a premium, interactive movie premiere experience from the comfort of their homes, challenging the traditional Hollywood model. Tune in to learn how Kino aims to empower the next generation of filmmakers and transform how we engage with content.
"What we do is we give fans the ability to get the experience of a Hollywood red carpet premiere from the comfort of your own living room." - Daril Fannin
Key Points From This Episode:
- The inspiration behind Kino, rooted in the founders' diverse backgrounds.
- The inefficiencies and inequities in the traditional Hollywood system.
- How Kino provides a digital box office experience, enabling fans to interact with filmmakers.
- The role of interactivity in Kino’s platform, blending social media and streaming.
- The challenges independent filmmakers face in today's content distribution landscape.
- How Kino offers data-driven insights to filmmakers, enhancing content monetization.
- The evolving landscape of content consumption and the shift towards interactive experiences.
- Kino’s strategy to empower filmmakers and meet the demands of modern audiences.
- A comparison between traditional streaming platforms and Kino’s innovative approach.
- Predictions for the future of entertainment, focusing on democratization and interactivity.
Is there a home insurance crisis? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Kyla Scanlon to discuss the issues surrounding home insurance and its connection to housing supply, climate change, reinsurance, and regulation.
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 Public.com. 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:
- Home insurance is a critical issue due to the gap between housing supply and available insurance.
- The increasing frequency and severity of natural disasters have made insurance more expensive and led to insurers pulling out of certain markets.
- Regulation plays a role in the affordability and availability of home insurance, with some states capping insurance rate increases.
- The home insurance crisis has implications for the U.S. economy and consumer sentiment, as homeownership is a significant contributor to asset wealth creation.
- Possible solutions include legal reform, micro insurance products, collaborative programs, and building climate resilient homes.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Are we entering a no-code future? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss Sakana AI, a project by an AI research lab in Japan that aims to automate the scientific method. The team has created a system that can generate research ideas, write code for experiments, and produce academic papers. While the system shows promise, it has limitations and is better at tasks it was trained on. The conversation also touches on the future of coding, the potential for a no-code future, and the importance of communication skills in working with 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 Public.com. 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:
- Sakana AI is a project that aims to automate the scientific method by generating research ideas, writing code for experiments, and producing academic papers.
- The system shows promise in accelerating the research process and generating new ideas, but it has limitations and is better at tasks it was trained on.
- The future of coding may involve higher levels of abstraction, with AI systems generating code based on human language prompts.
- There is a potential shift towards a no-code future, where people can get what they need from AI systems through simple text prompts.
- Effective communication skills will become increasingly important in working with AI systems, as they rely on clear instructions and prompts.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Is nuclear on the rise? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Lorenzo Valente to discuss Jump Crypto and electricity cost declines
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 Public.com. 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:
- Is crypto unwinding?
- The economics of nuclear energy
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On this episode of FYI, ARK’s Chief Futurist Brett Winton, and Chief Investment Strategist Charlie Roberts sit down with artificial intelligence (Al) luminary Andrew Ng to explore the deployment of artificial intelligence and the evolution of AI education. Andrew shares insights from his extensive career, including his work with Google Brain, Baidu, Coursera, and his current AI fund. We analyze the transformative potential of AI, especially in how large corporations can harness it, the progression toward agentic systems, and the contentious topic of open-source AI. This episode provides a comprehensive overview of AI's current status and future trajectory, offering invaluable insights for technology enthusiasts.
"For the last 10-15 years, there have constantly been a small number of voices saying AI is hitting a wall. I think that a lot of statements to that effect were all over and over proven to be wrong. I think we're so far from hitting a wall." -Andrew Ng
Key Points From This Episode:- Andrew Ng's significant contributions to AI and education through various platforms
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Insights into the deployment challenges and future potentials of AI in business
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The role of agentic systems in advancing AI applications
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The impact of open source on innovation and the AI industry
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Distribution and data generation in AI's effectiveness
What is going on with the markets? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK CEO/CIO Cathie Wood and ARK Chief Futurist Brett Winton to discuss the recent market volatility and possible macroeconomic causes.
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 Public.com. 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:
- Cathie Wood and Brett Winton analyze the global stock market sell-off
- Exponential increases in innovative technologies are proving challenging for current energy generation techniques to meet demand
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On this episode of FYI, ARK Chief Futurist Brett Winton and Research Associate Lorenzo Valente sit down with Jesse Pollak, the driving force and creator of Coinbase’s Layer 2 solution, Base. Together they explore the intricate details of how Coinbase is aiming to transform its core business through innovative blockchain solutions. Jesse shares his journey from initial failures to the successful launch of Base and discusses the broader implications for the crypto industry.
"The way we really think about Base is that we are building an open global economy." - Jesse Pollak
Key Points From This Episode:* The inception and purpose of Base, Coinbase’s Layer 2 solution * Jesse Pollack’s journey from idea to successful implementation of Base * The technological innovations behind Base and its Optimism partnership * Coinbase’s vision for the future on-chain economy * The strategic importance of decentralization and open-source technology * The expected impact of 4844 and future scaling plans * How Base aims to support hundreds of millions of users * The role of Coinbase Wallet in driving on-chain adoption * Predictions on the rapid growth of on-chain applications * The economic model driving Coinbase’s on-chain strategy
We need more power! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the growing energy demands of today’s innovations, whether the grid can keep up, and the path to monetizing new technologies which require high levels of funding like Artificial Intelligence.
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 Public.com. 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:
- Exponential increases in innovative technologies are proving challenging for current energy generation techniques to meet demand
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Jack Dorsey: Founder and CEO, Block
Cathie Wood: Founder, CEO and CIO, ARK Invest
Mike Schmidt: Executive Director, Brink Technology
Matt O’Dell: Managing Partner, Ten31 and Co-Founder, Bitcoin Park
Alex Gladstein: Chief Strategy Officer, Human Rights Foundation
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:00:00:00 Intro
00:01:51 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests
00:04:50 Why is supporting the bitcoin network so important?
00:15:22 Jack Dorsey believes there is no faster way to spread an idea than through open-source technology
00:27:56 How can people support and grow open-source development?
00:35:27 What was the genesis for Spiral?
00:42:34 How developers get the word out to corporations of the importance of open-source development?
00:54:12 Is government’s focus on bitcoin really a good thing?
01:01:51 Where can listeners find and learn more about the open-source movement?
Links Mentioned in this Episode:· Learn more about Bitcoin Park: bitcoinpark.com
· Brink: brink.dev
· Matt O’Dell: odell.xyz
· Human Resouces Foundation: hrf.org/dev-fund and hrf.org/financial-freedom
· Open Sats: opensats.org
· Spiral: spiral.xyz
With GPT 4o Mini, can Open AI dominate on all AI fronts? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Jozef Soja to discuss the release of Chat GPT 4o Mini and the rise of Polymarket betting.
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 Public.com. 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:
- OpenAI releases a radically lower cost variant of their popular Ghat GPT 4o model
- Polymarket betting is on the rise
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On this episode of FYI, ARK’s Chief Futurist Brett Winton and Next Generation Internet Director of Research Frank Downing sit down with Keith Witek, the Chief Operating Officer of Tenstorrent. With over 20 years in the chip industry, Keith shares his insights on the rapidly evolving AI chip landscape, the significance of RISC-V architecture, and the strategic moves that set Tenstorrent apart from industry giants like NVIDIA. This conversation explores the complexities of artificial intelligence (AI) compute, the role of open-source development, and the potential for innovation within the semiconductor industry.
“I think there's a huge sandbox and playground for companies with good technology and novel business models, handling certain segments that are uninteresting to the big guys. I think there's a huge opportunity for those companies to make their name in the business.” - Keith Witek
Key Points From This Episode:* Overview of Keith Witek's career in the chip industry * Importance of AI chips in boosting productivity for knowledge workers * The role of RISC-V architecture in Tenstorrent's strategy * Challenges and opportunities in the AI compute market * Comparison between Tenstorrent and NVIDIA's AI chip approaches * The significance of open-source development in AI * Strategic insights on the semiconductor industry's future * Tenstorrent's unique business model and its implications] * The potential for RISC-V to disrupt existing chip markets * Predictions for the AI hardware market by the end of the decade
Ever wondered if telepathy was possible? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss recent developments by Elon Musk’s Neuralink in brain-to-computer interfacing.
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 Public.com. 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:
- Neuralink is making progress on developing brain-to-computer interfaces
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Curious to hear our take on Tesla? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Investment Analysis & Institutional Strategies Tasha Keeney and ARK Research Associate Daniel Maguire to discuss ARK's latest Tesla valuation model.
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 Public.com. 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:
- Discussion around ARK's Tesla valuation model
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Typically, in coordination with Bitcoin Park, ARK is publishes a monthly conversation with leaders in the bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. This month’s edition of the Bitcoin Brainstorm, however, features Rod Roudi interviewing ARK CEO and CIO Cathie Wood at the Consensus conference in Austin, Texas. They covered all things bitcoin, ranging from why each grew interesting in bitcoin to begin with, all the way to what they see for the bitcoin space in the future.
Key Points From This Episode:•Why does Cathie Wood love bitcoin?
•Can bitcoin serve the three roles of money?
•Bitcoin as a global monetary system
•El Salvador’s President Bukele’s bitcoin adoption
•How bitcoin converges with other technologies that ARK covers
•Bitcoin and energy, especially in the developing world
•What bitcoin ETFs mean for the currency
•Will institutions use bitcoin ETFs?
Will Apple Intelligence disrupt the AI landscape? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the latest announcements from Apple's Worldwide Developer Conference.
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 Public.com. 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:
- Apple updated all their software platforms, introducing exciting new features
- Apple announced Apple Intelligence, their new AI platform
- Apple partners with OpenAI to bring direct integration to iPhone
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Is the death of Moore’s law a myth? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Lorenzo Valente to discuss the TON network, whether Moore’s law is still applicable today, and the proliferation of AI across industries.
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 Public.com. 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:
- The TON Network is making waves in the blockchain ecosystem
- While Moore's law may have plateaued, that might not necessarily mean it's dead
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
AI innovations may make Microsoft the new laptop king! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss the latest AI hardware developments surfacing across the consumer technology industry, as well as new system level tools to integrate AI assistance features right into the daily functionality of products.
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 Public.com. 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:
- Microsoft may overtake Apple in AI chip performance
- Tech companies are implementing system level AI innovations
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Will ChatGPT replace Siri on your iPhone? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the latest AI breakthroughs and potential partnerships in the industry.
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 Public.com. 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:
- OpenAI released a new model
- A discussion of further AI breakthroughs
- Apple could partner with OpenAI
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Are you worried about robots taking over? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Multiomics Research Associate Rong Guo to discuss CRISPR gene editing and the new Tesla Optimus robots.
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 Public.com. 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:
- AI is revolutionizing CRISPR gene editing
- Tesla presented impressive innovations in their Optimus robot platform
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On this episode of FYI, Director of Next Generation Internet Research Frank Downing and Analyst Ali Urman interview Dr. Issam El Naqa, the founding chair of the Department of Machine Learning at the Moffitt Cancer Center. Dr. El Naqa shares his journey from electrical engineering to spearheading innovative uses of artificial intelligence (AI) in medical physics and oncology. This episode explores how AI technologies not only support but significantly enhance diagnostic and treatment processes in healthcare, particularly in the complex field of oncology. Tune in as we examine the practical and potential applications of AI in transforming patient care and treatment efficiency.
"What the algorithm is going to do is going to look at the history of similar patients that went through that process. We recognize every patient is unique. Every patient needs may be different. And this is where there is a lot of uncertainty with the prediction that their algorithm is going to do it." - Dr. El Naqa
Key Points From This Episode:* Dr. El Naqa's transition from electrical engineering to medical physics * The integration of AI in enhancing diagnostic imaging and treatment planning * AI's role in medical physics, historically and presently * Discussion on the evolution of AI tools in medical applications * Examining AI's effectiveness in non-invasive cancer treatments * How AI supports personalized patient care in oncology * AI in the optimization of medical processes and patient management * Future perspectives on AI's role in healthcare from Dr. El Naqa * The balance between AI capabilities and human expertise in medicine
This week is all about Tesla. Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Investment Analysis and Institutional Strategy Tasha Keeney to debrief on Tesla's latest earnings call and discuss their financial future.
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 Public.com. 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:
- Tesla is pushing forward on autonomous technology
- Robotaxi may face some roadblocks
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Is open source really better for everyone? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Jozef Soja to discuss Meta's Llama 3 and the current state of open source AI models.
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 Public.com. 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:
- Meta announces Llama 3 open source AI model
- Thoughts on the state of AI models and whether they should be open source
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On this episode of FYI, Associate Portfolio Manager Nicholas Grous, ARK Advisor Angie Dalton and Analyst Andrew Kim, speak with Joe Ferencz, CEO and founder of Gamefam. They explore the potentially transformative role of Gamefam in the metaverse, discussing its development from humble beginnings to becoming a premier entity in virtual environments for Gen Z and Alpha generations. Joe shares his extensive experience in graphic design and leadership roles at major companies before venturing into the metaverse through Gamefam. The conversation highlights strategic partnerships, the critical role of live operations, and the growing importance of brands in virtual spaces. Insights into Gamefam's innovative approaches and future ambitions in the evolving gaming landscape are discussed, showcasing how they are shaping new entertainment paradigms.
Key Points From This Episode:* Joe’s extensive background in gaming and pop culture * The origin and rapid growth of Gamefam as a leader in the metaverse media space * Insights into Gamefam's strategies for brand partnerships and intellectual property (IP) integrations within Roblox * The role of live operations in maintaining dynamic and engaging gaming environments * Joe's perspective on future trends in the metaverse and user-generated content (UGC) platforms * Gamefam's approach to monetization and advertising within gaming platforms * Discussion on the potential of UGC platforms to revolutionize entertainment * The challenges and strategies of integrating traditional gaming elements into the metaverse * Joe's vision for Gamefam's role in the future of digital and interactive media * The technical and creative aspects of developing games in the metaverse
AI, AI, AI, oh my! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss all things Artificial Intelligence, from generative AI music creation to AI wearables.
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 Public.com. 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:* Is generative AI changing music creation? * Thoughts on the Humane AI Pin
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On this episode of FYI, ARK Multiomics analyst Nemo Marjanovic sits down with Professor George Church, a renowned geneticist and entrepreneur from Harvard. They discuss the evolution of genomic sequencing technologies, the intersection of genomics and blockchain for privacy, and the fascinating potential of DNA for data storage. They delve into multiomic approaches for enhanced biological understanding, the transformative impact of artificial intelligence (AI) in medical advancements, and George's groundbreaking research on aging.
Key Points From This Episode:* Evolution of genomic sequencing: from short to long reads * Balancing privacy with blockchain in genomics * The potential of DNA as a universal data storage medium * Advancements and challenges in writing DNA for data encoding * The growing importance and integration of multiomic approaches * How AI and high-throughput screening revolutionize drug discovery * Insights into startups from George's lab leveraging machine learning and multiomics * Revolutionary research on aging: targeting multiple pathways simultaneously * The concept of protective gene therapies against all viruses * Emerging technologies in genome synthesis and developmental biology
Are we at a precipice for nuclear energy development? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Autonomous Tech & Robotics Research Associate Daniel Maguire to discuss energy development and the regulations that are plaguing it, as well as recent shifts in the EV industry.
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 Public.com. 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:* Regulations are slowing nuclear energy development * The EV landscape is changing
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Max Guise: Bitcoin Wallet Lead, Block
Tyler Campbell: VP, Custody Support, Unchained
Rob Hamilton: Co-Founder and CEO, Anchor Watch
Rick Schonberg: Head of Custody, Foundations and Trading, Coinbase
NVK: CEO, Coinkite
Yassine Elmandjra: Director of Digital Assets, ARK Invest
Cathie Wood: Founder, CEO and CIO, ARK Invest
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:00:01:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests
00:12:48 Bitcoin custody represents a significant paradigm shift in how people control their assets
00:16:36 Bitcoin as an open source software has embedded immutable property rights
00:24:53 How is Coinbase navigating the spectrum of custody from self-directed users to institutional players?
00:31:19 Why might multisig, or multisignature, be important for bitcoin custody?
00:37:00 Why bitcoin is not just digital gold, but it is also programmable money
00:46:39 NVK gives a brief overview of bitcoin transaction fees
00:54:39 What are some of the regulatory and compliance barriers that custody providers are facing?
01:00:45 The bifurcation in bitcoin between the self-sovereign users of bitcoin and the more regulated portions of the industry
01:04:11 Countries are now offering tax relief to attract early investors in bitcoin that have significant gains on their digital assets
01:06:44 What does bitcoin custody look like in the next 10 years?
Links Mentioned in this Episode:
- ARK Invest x Coinbase 2017 report: https://ark-invest.com/white-papers/bitcoin-a-new-asset-class-white-paper
- Learn more about Bitcoin Park: bitcoinpark.com
- Search “Bitcoin Park” in your favorite podcasting app and subscribe: https://podcasts.apple.com/us/podcast/bitcoin-park/id1646515985
On this episode, CEO and CIO Cathie Wood and Chief Investment Strategist Charlie Roberts sit down with entrepreneur Peter Diamandis to explore the forefront of healthcare innovation, artificial intelligence (AI), and the evolving role of digital assets like bitcoin. Diamandis, known for his contributions to space exploration, longevity, and breakthrough technologies, shares his insights on extending the health span, the transformative potential of genome sequencing, and the convergence of AI and robotics in shaping our future. With a keen eye on the financial markets and investment trends, he also delves into the resurgence of bitcoin and its positioning as a foundational layer of the new wave of money. Join us as Peter offers a compelling look at why he believes the future is brighter than we think, underscored by the rapid pace of innovation and the opportunities it presents for a healthier, wealthier, and more technologically advanced world.
Key Points From This Episode:* Differentiating healthcare from sick care and the focus on health span extension * The significance of genome sequencing and editing in longevity and health * Peter Diamandis' journey in longevity, mentioning various technological advances * The potential and implications of AI, robotics, and their convergence in future technologies * Discussion on the financial markets, investment trends, and the impact of biotech * Insights into Bitcoin's resurgence and its role as a digital financial layer * The debate on the pace of AI development and ethical considerations * Future predictions for AI applications and the transformative potential of Bitcoin * Reflections on the importance of investing in innovation and the future's technological landscape
Are we at a pivot point for the gaming industry? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss the recent NVIDIA announcements as well as shifts in the gaming industry.
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 Public.com. 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:* NVIDIA announces exciting new AI related products * Gaming may be having it's "YouTube moment"
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On this episode of FYI, hosts Nemo Marjanovic and Charles Roberts speak with Professor Dr. Michael Snyder, a leading figure in genomics and personalized medicine. The discussion traverses Snyder's work in genomics, systems biology, and the utilization of wearables for health monitoring. Professor Snyder outlines the potential of comprehensive multiomics analysis and artificial intelligence (AI) in predicting and preventing diseases, emphasizing the integration of lifestyle modifications and technology in extending human longevity. The conversation also covers the challenges and future directions of personalized medicine, offering insights into remote monitoring, longitudinal health tracking, and the critical role of data in transforming healthcare from reactive to proactive.
"Wearables...measuring you 24/7...We realized they're pretty powerful health monitors...and they'll measure way more than that...seeing shifts. We put too much emphasis on absolute value." -@SnyderShotKey Points From This Episode:* Professor Snyder's journey into genomics and the inception of systems biology * Genomics in medicine: predictive and preventive care * The role of AI and machine learning (ML) in unraveling complex genetic diseases * Leveraging wearables for continuous health monitoring and disease prediction * The importance of longitudinal data in understanding individual health trajectories * Remote monitoring and micro-sampling: the future of healthcare * Impact of lifestyle choices on health and disease prevention * The potential of the human cell atlas and spatial methods in pathology * Challenges of integrating comprehensive omics data into clinical practice * The vision for a future where healthcare is personalized, predictive, and preventive
We are one step closer to Mars! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Lorenzo Valente to discuss Ethereum's new Dencun upgrade as well as the recent launch of the SpaceX Starship.
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 Public.com. 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:* Ethereum's Dencun upgrade * SpaceX Starship launch
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On this episode of "For Your Innovation," we engage with Don Burnette, founder and CEO of Kodiak Robotics, to explore their journey and aspirations of autonomous trucking. With insights into Kodiak's unique approach to overcoming the industry's challenges, the episode delves into the technological advancements and strategic partnerships that propel the company forward. Emphasizing proprietary data's pivotal role and innovative strategies for safety and redundancy, the conversation sheds light on how Kodiak is navigating the future of transportation. This episode offers a glimpse into the readiness of autonomous trucking technology for deployment, potentially starting a new era of efficiency and safety on the roads.
"Our trucks can drive almost 24/7, whereas manually driven trucks are limited by hours of service. So, each driver is limited to about 11 hours per day. But on average, trucks are only moving in a useful way for about seven hours per day. So, the trucks are very underutilized today and we can nearly triple that asset utilization, which allows the companies to effectively triple their revenues. For the same number of assets, right?" - @don_burnette
Key Points From This Episode:* Introduction to Don Burnette and Kodiak Robotics' mission in autonomous trucking * The evolution of Don's career from Google to founding Kodiak Robotics * Discussion on the importance of proprietary data in advancing autonomous trucking * Kodiak's approach to real-time perception over traditional mapping for navigation * Highlighting the significance of Kodiak's 2.5 million miles of driverless data * The role of partnerships in developing and deploying autonomous trucking solutions * The strategic advantage of not relying on predefined maps for route navigation * Kodiak's innovative strategies for safety and redundancy in driverless technology * The impact of AI advancements on Kodiak's autonomous driving technology * Future outlook and the readiness of autonomous trucking technology for deployment
Rivian has resurrected Steve Job's "One More Thing..." This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the launch of not one, not two, but three new Rivian's as well as Starlink's new direct-to-device service.
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 Public.com. 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:
- Rivian Launches Three New Vehicles
- Starlink Has a New Direct-to-device Service
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
This episode of FYI features a compelling conversation with former NBA stars turned tech investors Andre Iguodala and Evan Turner. Hosted by ARK CEO and CIO Cathie Wood, the discussion traverses their journey from the basketball court to the boardroom, shedding light on their transition into venture capital. Both guests share insights into the importance of financial literacy, leveraging their sports platform to influence and engage in tech startups, and the significance of mentorship and networking in navigating the venture capital space. Their stories reflect a broader narrative on the convergence of sports, innovation, and entrepreneurship, highlighting how athletes increasingly become pivotal figures in the tech ecosystem.
Key Points From This Episode:* Early curiosity and intellectual pursuits * Transitioning from competitive teammates to lifelong friends and business partners * Challenges and stereotypes faced as young professional athletes * The journey from the basketball court to the venture capital arena * The significance of mentorship and financial literacy in their careers * Emphasis on community impact and responsible investment * Exploration of tech startups and the value of education in their ventures * The role of networking in accessing venture capital opportunities * The importance of leveraging their platform for tech engagement * Reflections on personal growth and the impact of their investments
Who will win the AI race? This week, Nick and Sam are joined by ARK's Chief Futurist, Brett Winton, as they review current competitors within the AI space and expose some downsides and advantages to various platforms.
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 Public.com. 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:* AI is set to dramatically boost worker productivity * A discussion around Klarna's new assistant * Google faces challenges innovating in the AI space
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Luke Dashjr: Founder and CTO, OCEAN, Core Developer
Trey Kelly: Founder, Chairman and CEO, GRIID
Steve Barbour: Founder and CEO, Upstream Data
John Stefanopolous: Founder, FutureBit
Benjamin Yi: Executive Chairman, Riot Platforms
Yassine Elmandjra: Director of Digital Assets, ARK Invest
Cathie Wood: Founder, CEO and CIO, ARK Invest
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:00:01:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests
00:08:41 What makes bitcoin so unique and what makes bitcoin mining so essential?
00:18:30 What are mining pools and why do they exist in the first place?
00:27:15 The pace of innovation in bitcoin and bitcoin mining, especially in regard to energy consumption
00:33:54 Why bitcoin mining is at the convergence between energy and money
00:40:49 How bitcoin mining is more about optimizing energy use than it is about earning bitcoin
00:47:21 Exploring why so many questions are asked about the energy consumption of bitcoin
00:54:29 Bitcoin mining may be able to decrease the end balances that energy rate payers are charged
00:59:33 What does the future of bitcoin mining look like?
01:08:01 Bitcoin mining represents massive convergences across industries and the digital and physical worlds
Links Mentioned in this Episode:
Learn more about Bitcoin Park: bitcoinpark.com
In this episode of For Your Innovation, Ali Urman chats with Ben Lamm, CEO of Colossal, about the groundbreaking venture aimed at resurrecting extinct species, starting with the woolly mammoth. Lamm shares insights into his journey from tech to biotech, highlighting the fusion of artificial intelligence (AI), automation, and genetic editing to challenge the boundaries of science and conservation. He delves into the ecological and scientific ramifications of bringing back extinct species and addresses the technological, regulatory, and ethical challenges faced along the way. Join us as we explore how Colossal is not just redefining de-extinction but also contributing significantly to conservation efforts and genetic research.
"I don't have a background in biology. My background is in finance and accounting. And then I've always been passionate about starting businesses. And I've always just been massively curious. And it's funny, my massive curiosity kind of led me to the mammoth" -@federallammKey Points From This Episode:* Ben Lamm discusses transitioning from tech entrepreneurship to biotech with Colossal * Colossal aims to bring the woolly mammoth back from extinction, inspired by George Church * Convergence of AI, automation, and biotech in de-extinction and conservation efforts * FormBio: A spin-off providing AI tools for cell and gene therapy, aiding in biotech research * The role of computational biology and gene editing in reconstructing extinct species * The potential ecological benefits of reintroducing extinct species like the woolly mammoth * Colossal's involvement in conservation efforts and genetic rescue, beyond de-extinction * Challenges and advancements in xenotransplantation and disease resistance in wildlife * Regulatory considerations for biotech innovations in de-extinction and gene editing * Lamm's admiration for innovative minds like George Church, breaking barriers in science
Bitcoin has some haters. This week, Associate Portfolio Manager Nick Grous is joined by Research Analyst Andrew Kim and Research Associate David Puell as they discuss Walmart's plans within the connected TV space and the European Central Bank's criticism of Bitcoin.
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 Public.com. 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:* Walmart Plans to acquire Vizio * The European Central Bank criticizes Bitcoin
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
In this episode of For Your Innovation, ARK CEO and CIO Cathie Wood and Fintech Analyst Andrew Kim engage with Anthony Noto, CEO of SoFi, to dive deeply into SoFi's evolution from a student loan refinancing entity to a comprehensive financial services conglomerate. They explore the pivotal role of technology in shaping financial experiences, SoFi's strategic growth initiatives, and its mission to democratize financial services. They illuminate SoFi's innovative approach to integrating services like investment, loan, and savings products on a single platform, emphasizing the vision to empower individuals financially.
"Building trust is the only thing standing between us and being the best. We won't stop until we're there." – @anthonynoto Key Points From This Episode:* Evolution of financial markets and the impact of technology * SoFi's growth from a student loan company to a comprehensive financial platform * Role of artificial intelligence (AI) and machine learning (ML) in enhancing customer service and fraud detection * SoFi's approach to creating a diversified financial services ecosystem * The importance of building trust and brand recognition in the financial sector * Launch of alternative investment vehicles on SoFi Invest * Exploring why Anthony Noto knew he needed to purchase the rights to a stadium * The concept of democratization in financial services and its future implications * Galileo's role in SoFi's ecosystem as a technology platform for banking services * Anthony Noto's reflections on SoFi's journey and future innovation opportunities
Replay everything you have ever seen, said, or heard with RewindAI. This week, Associate Portfolio Manager Nick Grous is joined by Research Analyst Andrew Kim, and together they interview RewindAI CEO Dan Siroker. In the interview, they discuss RewindAI's unique mission to overcome the limitations of the human mind, and to redefine artificial intelligence assistants.
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 Public.com. 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:* RewindAI
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
For more on RewindAI: https://www.rewind.ai/
On this week's edition of FYI we are featuring the February 2, 2024 edition of In The Know. On this edition, ARK CEO and CIO Cathie Wood is joined by ARK Chief Futurist, Brett Winton. Together, they discuss technological convergence, artificial intelligence, and give a sneak peak into this year's Big Ideas Report, which you can download here: https://ark-invest.com/big-ideas-2024
This month we’re again responding to a few requests by supplementing this episode with charts and data to help illustrate ARK’s perspective on and outlook for the global economy.
As always, Cathie discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. We hope you find this monthly series useful, especially during periods of heightened volatility. Stay Healthy. Stay Innovative.
Key Points From This Episode* Converging Technologies Are Generating A Historic Technological Wave * AI Serves As The Central Technology Catalyst * AI Is Accelerating Faster Than Forecasters Anticipated * Discontinuous Changes In Macroeconomic Growth Are The Norm, Thanks To Technology * Technological Innovation Could Be Disruptive Enough To Dominate Global Equity Market Capitalizations * The Cost Of Authoring The Written Word Has Collapsed * Monetary Policy * M2 Money Supply vs. CPI: Year-over-Year * Federal Funds Rate vs. YoY Headline CPI * Real Federal Funds Target Rate * Yield Curve 10 Year Treasury Yield Minus 2 Year * New Tenant Rent Index * WCI Composite Container Freight Benchmark Rate * Global Supply Chain Pressure Index (GSCPI) * Bloomberg Commodity Index * Metals/Gold Ratio vs. US 10 Year Treasury * Bitcoin To Gold Ratio (Log) * Investment Grade and High Yield Index Credit Default Swaps
$7 trillion for an AI chip? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Chief Futurist Brett Winton and Multi-Omics Analyst Ali Urman. Together they discuss Sam Altman's plan to raise $7 trillion for an AI chip, and drug pricing.
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 Public.com. 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:
- $7 Trillion AI Chip
- Fear and Regulation in AI
- Drug Pricing
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
A full review of the Apple Vision Pro! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the new Apple Vision Pro, Meta's VR and AI ambitions and Tesla in ARK's Big Ideas 2024.
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 Public.com. 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:
- Apple Vision Pro
- Meta's VR and AI
- Tesla in Big Ideas 2024
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Senator Cynthia Lummis: Senator, Wyoming
Perianne Boring: CEO and Founder, Chamber of Digital Commerce
Eric Balchunas: Senior ETF Analyst, Bloomberg
Alex Thorn: Head of Research, Galaxy Digital
Ophelia Snyder: Co-Founder and President, 21Shares
Yassine Elmandjra: Director of Digital Assets, ARK Invest
Cathie Wood: Founder, CEO and CIO, ARK Invest
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:
00:00:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests
00:05:01 Cathie sets the stage for what led to the eventual approval of the bitcoin ETF
00:10:34 Why a bitcoin ETF can be a bridge between the traditional financial world and the world of innovation and digital assets
00:17:30 What made the launch of bitcoin ETFs different from any other ETF launch in history
00:19:59 Will the launch of bitcoin ETFs lead to fast tracking policy around digital assets in general?
00:29:11 Senator Lummis outlines the impact Sam Bankman-Fried is still having on digital asset legislation in the Senate
00:38:51 The impact education makes on the cryptocurrency industry as a whole
00:45:20 Why did so many assets flow to bitcoin ETFs in the first few weeks, when bitcoin has existed since 2008
00:55:32 What are some of the trade-offs of using a bitcoin ETF to gain exposure to the asset rather than bitcoin itself
00:57:03 Comparing the impact the Federal Reserve can have on the equity market to how decentralized bitcoin and the Bitcoin network is
01:06:00 Why has bitcoin been so resilient in the face of controversy
01:10:30 How popular will bitcoin ETFs end up being?
Links Mentioned in this Episode:
Learn more about Bitcoin Park: bitcoinpark.com
Parker Lewis book, Gradually Then Suddenly: https://academy.saifedean.com/product/gradually-then-suddenly-hardcover/
Learn more about Senator Cynthia Lummis: https://www.lummis.senate.gov/
On today’s episode of FYI, ARK CEO and CIO Cathie Wood and ARK Advisor Angie Dalton interview Commissioner Caroline Pham from the Commodity Futures Trading Commission (CFTC). The episode explores the intricacies of digital asset regulation and the CFTC's role in overseeing derivatives markets. Commissioner Pham shares her extensive background in both the public and private sectors, touching on the evolution of financial regulations, crypto's impact on traditional markets, and the potential of blockchain technology. Key discussions include the CFTC's bipartisan structure, its approach to crypto regulation, and insights into the interplay between technology, finance, and regulation. This episode provides a unique perspective on the balance between innovation and regulation in the rapidly evolving digital asset landscape.
“There's no good version of AI, nor evil. It's just technology, and why not study it and use it and see if you can deploy it if it's going to make sense for you and your clients, your stakeholders, and your investors.” – Commissioner Caroline Pham
Key Points From This Episode:* Introduction of Commissioner Caroline Pham and her role at the CFTC. * Pham's disclaimer clarifying her personal views do not represent the CFTC. * Overview of the CFTC's structure and comparison with the SEC. * Discussion of the derivatives market and its vast scope. * Pham's background, including her work during the financial crisis and with Dodd-Frank Act. * Insight into the regulatory treatment of Bitcoin and other cryptocurrencies. * Pham's career journey from the public to the private sector, focusing on financial regulation and compliance. * Exploration of blockchain technology's potential in various sectors beyond finance. * Commissioner Pham highlights the integration of blockchain technology in gaming, focusing on its potential to create new types of in-game economies and digital interactions. * The importance of understanding the risks and regulations associated with digital assets. * Final thoughts on the future of regulation in the digital asset space.
Let's unpack the latest Tesla Earnings! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Director of Investment Analysis and Institutional Research Tasha Keeney, CFA. Together they discuss Tesla Earnings, and their outlook for the company.
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 Public.com. 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:* Tesla Earnings
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Addressing common bitcoin myths! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Director of Digital Assets Yassine Elmandjra. Together they discuss some of the common bitcoin myths circulating, especially after Jamie Dimon's comments at Davos and the bitcoin ETF approval.
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 Public.com. 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:* Debunking bitcoin myths * Mr Beast's revenue on X
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Did the Apple Vision Pro flop? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss Rabbit R1, Apple vs. Epic Games court case, and a potential Apple Vision Pro Flop.
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 Public.com. 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:* Rabbit R1 * Apple Vs. Epic Games * Vision Pro Flop?
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On this episode of FYI, we dive into the intricacies of crypto infrastructure with Konstantin Richter, the CEO and founder of Blockdaemon, and Chris Sharp, Blockdaemon's Chief Technology Officer (CTO). They cover Blockdaemon's journey, highlighting the challenges and opportunities in the early crypto market. Konstantin and Chris share insights into the evolving belief in cryptocurrencies like Bitcoin and Ethereum, reflecting on their growing acceptance in mainstream finance. They then discuss developing Blockdaemon's product suite, transitioning from basic node operations to sophisticated services like staking and Application Programming Interface (API) integrations. The conversation explores the importance of decentralization and multi-party computation in ensuring crypto security, emphasizing Blockdaemon's commitment to robust and reliable infrastructure. Finally, they touch on the diverse regulatory landscapes in Asia, Europe, and the U.S., exploring their impact on the crypto industry and the future possibilities in this rapidly evolving sector.
"Not a lot of people saw the benefit of like, ‘Hey, why do I want to pay someone to do something? I can just download some open-source software and run on the server myself’. Even if it's janky, the requirements in the network and expectation around crypto was low enough that people weren't like, ‘Hey, I need to make sure there's instant settlement that my transaction goes through.’” - Konstantin Richter
Key Points From This Episode:* Origin of Blockdaemon * Unique challenges in maintaining and operating crypto infrastructure * The importance of multi-party computation in crypto security * The evolving belief and adoption of Bitcoin and Ethereum * Decentralization and resistance to censorship in crypto * Blockdaemon's impact on crypto infrastructure * Acquiring a wallet company, Sepior, and its implications * Blockdaemon’s product evolution * The importance of reliability and distributed computing in crypto networks * Perspectives on the evolution of the crypto market
On today’s episode of FYI we will be featuring the most recent In The Know with Cathie Wood, a monthly video series that covers fiscal policy, monetary policy, market signals, economic indicators, and innovation. On this specific In The Know, Cathie Wood is joined by ARK Director of Digital Assets, Yassine Elmandjra. Together, they discuss ARK's history with bitcoin, bitcoin spot ETF approval, the upcoming halving, and why we believe bitcoin is both a risk-on and risk-off asset.
Key Points From This Episode
- ARK's history with bitcoin
- Bitcoin Spot ETF Approval
- Bitcoin halving
- Why we believe bitcoin is both a risk-on and risk-off asset
- Fiscal policy
- Monetary policy
- Market signals
- Economic indicators
- Innovation updates
The convergence among technologies: robotics and artificial intelligence. This week, Autonomous Technology and Robotics Director of Research Sam Korus and Chief Futurist Brett Winton discuss the rapidly evolving robotics landscape and how AI has greatly improved robotic performance.
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 Public.com. 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:* The convergence of AI and robotics
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Parker Lewis: Head of Business Development, Zaprite
Lyn Alden: Founder of Lyn Alden Investment Strategy
Ryan Gentry: Director of Business Development, Lightning Labs
Preston Pysh: Show Host and Co-Founder, The Investor’s Podcast Network and General Partner, Ego Death Capital
Lucas Nuzzi: Head of Research and Development, CoinMetrics
Yassine Elmandjra: Director of Digital Assets, ARK Invest
Cathie Wood: Founder, CEO and CIO, ARK Invest
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:
00:00:16 When episode actually starts
00:00:00 Rod Roudi introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests
00:04:30 Rod introduces one of the biggest stories in bitcoin: the potential approval of a spot bitcoin ETF
00:16:54 The group considers bitcoin as an asset in a diversified portfolio
00:26:35 What is the long term viability of bitcoin as a store of value, or as a currency?
00:34:56 How the infrastructure around bitcoin has improved in recent years
00:43:34 The volume on the lightning network grew 12x in 2023
00:51:11 Comparing Bitcoin network transaction volume to large credit card networks
01:01:01 How bitcoin can be utilized as a decentralized Venmo
01:04:34 What our guests are most excited about in the world of bitcoin heading into 2024
Important Links From This Episode:
· Lyn Alden’s Book, Broken Money: https://www.lynalden.com/broken-money/
· Parker Lewis’ Book, Gradually Then Suddenly: https://graduallythensuddenly.xyz/
· Clark Moody Dashboard: Halving date tracking towards is April 19, 2024: https://bitcoin.clarkmoody.com/dashboard/
· River Lightning report: https://blog.river.com/the-lightning-network-in-2023/
· Preston Pysh’s 2% bitcoin portfolio reference: https://twitter.com/PrestonPysh/status/1349385684071677952
· Nashville Energy & Mining Summit at Bitcoin Park: bitcoinpark.com/mining
· Learn more about Bitcoin Park: bitcoinpark.com
This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous reflect on 2023. Nick and Sam discuss each of their favorite stories in disruptive innovation this year as we close out 2023.
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 Public.com. 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:
- Nick's favorite consumer technology device
- Sam's expectations for SpaceX in 2024
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On today’s episode, Director of Next Generation Internet Research Frank Downing and Chief Futurist Brett Winton are speaking with Cyrus Khajvandi and Dan Rasmuson, the brains behind the artificial intelligence (AI) startup Humata. Backed by OpenAI's foundation-aware technology, Humata seeks to transform how we interact with the written word in the workplace. We'll delve into the tech, highlight the unique challenges it addresses, and discuss the broader impact on productivity. From navigating ambiguous language to fast-tracking the knowledge-transfer process, this episode explores how advanced AI models pave the way for a more intelligent and intuitive approach to handling organizational data, with the prime example of Humata's success. Stay with us as we cut through the AI jargon and learn how AI-supported knowledge transfer reshapes enterprise workflows.
Key Points From This Episode:
- The origin of Humata
- Improving AI to verify truth in decision-making processes
- Streamlining knowledge-based tasks beyond human capacity
- How AI aids in rapidly transferring expertise across organizations
- Ensuring data privacy with end-to-end encryption and user control
- How Humata aids in managing the surge of organizational writing, ensuring human oversight
Epic Games won a court case against Google. This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Andrew Kim, ARK Analyst. Together they discuss a the Epic Games vs. Google court case.
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 Public.com. 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:
- Epic Games vs. Google
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
In today's episode, Research Associate Andrew Kim has an exciting conversation with Samee Zahid, the director of engineering at Chipper Cash. We dive into how Chipper Cash aims to revolutionize the financial ecosystem, emphasizing its recently launched product, Chipper ID. Chipper ID is an artificial intelligence-driven know your customer (KYC) verification platform that includes user verification, document verification, government database integration, and watch list screening. We'll talk about why Chipper Cash decided to build its own KYC solution and how it's not only cost-effective but can potentially shape the fintech landscape in Africa. Plus, we explore the intricacies of identity verification, the significance of data security, and their recent partnership with Visa for card issuance.
Key Points From This Episode:
-
Overview of Samee’s background
-
Fintech app Chipper Cash expands with AI-driven KYC platform
-
How Chipper Cash's KYC platform reduces fintechs' customer acquisition costs significantly
-
Tackling account fraud in Africa with real-time face-matching technology
-
Chipper ID pairs on-device liveness checks with server verification for user authenticity
-
Leveraging synthetic data for testing
-
Why Chipper ID's focus on proprietary data and human insight remains vital in a rapidly evolving tech industry
-
Balancing costs and specificity over broad models optimizes tech use
-
Streamlining document checks and user verification improves fintech security
-
How Screen Sentinel aids compliance teams in sanction screening and reduces false positives
-
Integrating payment and ID verification, enabling secure one-click transactions
-
Chipper's near-term catalysts to focus on
The FDA Has Approved America’s First Gene-Editing Therapy—Casgevy. This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Ali Urman, ARK Analyst. Together they discuss a Crispr gene editing breakthrough. Then, Sam and Nick discuss Google's Gemini and Twitter's Grok
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 Public.com. 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:
- Crispr Approval
- Gemini
- Grok
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Conor Okus: Product Manager, Spiral
Steve Myers: Contributor, BitcoinDevKit (BDK) Project
Lisa Neigut (NiftyNei): Co-founder, Chief Instruction Officer, Base58
Rockstar Dev: Core Contributor, BTCPay Server
Mike Schmidt: Executive Director, Brink Technology
Yassine Elmandjra: Director of Digital Assets, ARK Invest
Cathie Wood: Founder, CEO and CIO, ARK Invest
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:00:00:00 Rod Roudi introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests
00:12:05 Rod asks Cathie to explain why she and ARK are interested in Bitcoin
00:17:57 Why work in an open-source environment rather than closed source?
00:29:55 Mike explains why it is important for Bitcoin’s code base to be open-source
00:33:13 How Bitcoin has a unique funding model that relies on community support and how open source in Bitcoin has evolved
00:43:09 Why it is challenging to find developers to work on Bitcoin and how Base58 is working to solve this problem
00:47:36 Lisa explains how she uses live action role play to teach Bitcoin development
00:53:36 How gamification can help kids learn how Bitcoin works on a basic level
00:58:41 What is the best way to support open-source development and Bitcoin projects?
01:10:49 Conor explains the Open Source design community
Important Links Mentioned In This Episode:
· https://twitter.com/BtcpayServer/status/1704874856452366696
· https://twitter.com/BtcpayServer/status/1671897255346053120
· https://www.youtube.com/watch?v=q7xJMno_B3U
· https://spiral.xyz/blog/a-framework-for-sustainable-open-source-bitcoin-development/
· Who is Bitcoin? https://www.youtube.com/watch?v=DvHUOr8ruMw
· Bitcoin Design Community: bitcoin.design
Should you say please to your artificial intelligence companion? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Brett Winton, ARK's Chief Futurist. Together they discuss Cybertruck and AI model manners.
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 Public.com. 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:
- Cybertruck
- AI Model Manners
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Today, Sam Korus sits down with Brett Adcock, a veteran in the technology industry who has devoted his career to building cutting-edge tech companies. Brett has been an integral part of technology companies for over two decades, more recently steering his focus toward creating affordable and practical humanoid robots. With his company Figure AI, Brett is giving life to robots that can easily blend into commercial sectors like manufacturing, retail, and warehouses. His plan involves developing an artificial intelligence-centric (AI-centric) robotic design that would not just decrease dependence on humans for tedious tasks but also make these robots more reliable. Our guest also shares his valuable insights on the challenges faced in this venture and the ambitious timeline for seeing these robots in action.
Key Points From This Episode:
- Overview of Brett’s background
- Advances in AI and robotics
- How robots tackling simple, repetitive tasks can address labor shortages in warehouses
- Unexpected challenges of designing entire robots from scratch
- How advancements and strategic data collection propel AI and robotics to new heights
- Robotic automation promises significant cost reductions over time
- How robotics as a service could revolutionize affordability and functionality in automation
- Robots could match human ability in certain jobs this decade, with home use by its end
More founders leaving companies? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Tasha Keeney, CFA, ARK’s Director of Investment Analysis and Institutional Strategies. Together they discuss Cruise updates and the potential of sodium ion batteries.
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 Public.com. 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* Cruise CEO Steps Down * Sodium Ion Batteries
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On today’s episode of FYI, Florian Berberich and Thomas Hartmann-Boyce engage with prominent entrepreneur and investor Frank Thelen. We put the spotlight on the state of disruptive innovation and technology in Europe, with a focused gaze on Frank’s home country, Germany. Thelen, the founder of Freigeist Capital and 10xDNA, shares his insights into the challenges that European and German companies face in keeping pace with the United States’ progress. The episode traverses an assortment of subjects, ranging from the future of the German car industry to artificial intelligence (AI’s) potential and its impact on the precision agriculture sector. Thelen’s significant influence in Germany’s version of Shark Tank draws attention to the importance of entrepreneurship and its potential for generating revenue. All this and more, on FYI.
“Change is coming. It starts slowly, but then it will grow rapidly. And currently, with Tesla, where we both are invested in, we see that we might lose this important industry in Germany very fast and very soon.” @frank_thelen Key Points From This Episode:* Overview of Frank’s background * Adapting to exponential tech growth beyond linear success * How Europe’s innovation merges AI, 3D printing, internet of things (IoT), and blockchain * Why Europe’s innovation potential needs more investment to keep pace globally * German caution slows fintech adoption; mindset shift needed for innovation * Europe may lead in robotics and biotech, leveraging manufacturing excellence * Why Europe needs entrepreneurial stars to inspire innovation and drive talent * Germany’s potential in seed-stage tech stifled by a lack of late-stage funding * European interest in innovation and thematic investments is growing * “Shark Tank” Germany experience shows entrepreneurship’s broad appeal and success * Sustainable food innovation is necessary and ripe for technological investment
What’s going on with OpenAI? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Brett Winton, ARK’s Chief Futurist. Together they discuss Sam Altman’s removal as CEO of OpenAI and SpaceX’s Starship.
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 Public.com. 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* OpenAI * SpaceX
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On today’s episode, Research Associate Andrew Kim interviews Joris Henson, who pulls back the curtain on Deutsche Bank’s approach to open banking, revealing valuable insights into the evolution of Application Programming Interfaces (APIs) and giving us a taste of what the future might hold for this trailblazing sector. Joris will share stories about incredibly creative approaches he’s taken, like data cocktail bars and design thinking workshops, to identify needs and generate ideas. We’ll take a closer look at the Open Finance Framework in the European Union, contrast Meta’s reception against open banking, and ponder the potential impact of generative artificial intelligence (AI) in finance. Plus, Joris busts open the proverbial black box of airline points to reveal how AI could simplify complexities and discusses product innovation at Deutsche Bank, specifically DB Smart Access.
“It’s about the small and big moments of life. And our vision is that with the help of open banking and through those partnerships, we can play a role in those small and big moments in the life of our customer.” – @Joris_Hensen Key Points From This Episode:* Overview of Deutsche Bank * API vision evolution and open banking opportunities before and after Payment Services Directive Two (PSD2) * How understanding niche products and successful partnerships accelerated open banking * How Third-party data needs grew from transaction details to comprehensive finance APIs * Future fintech may reduce data moats but emphasize innovative product development * Open banking in Europe prioritizes consent and trust over ad-driven models * How hackathons and practical demos were key in advancing open banking innovation * Aggregators gain value by integrating diverse APIs in open banking evolution * Life-centric products integrate finance with everyday activities like home energy * Why evolving consumer consent may balance security with convenience for AI use * AI financial advisors could offer tax and asset management insights affordably * Investors should watch how banks adapt to open banking and leverage APIs
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 Public.com. 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.
This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Eric Berger, the senior space editor at Ars Technica. Together they discuss space, OpenAI developer day and open source artificial intelligence (AI).
Key Points From This Episode* Space * OpenAI * Open Source AI
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On today’s episode, ARK Director of Digital Assets Yassine Elmandjra sits down with special guests Ophelia Snyder, the president and co-founder of 21Shares, and Eliézer Ndinga, the head of research at 21Shares. Together, they dive deep into the world of crypto, education, and the exciting developments happening in the industry. Join us as we explore how 21Shares is bridging traditional finance with crypto, discussing the importance of regulations, the need for specialized research, and the future of this rapidly evolving asset class.
“It is representative of an accumulation of human knowledge that shouldn’t be so callously disregarded, right? Part of the beauty of what we’re doing now is we get to stand on the shoulders of giants.” @OpheliaBSnyder Key Points From This Episode:* Overview of 21Shares and why Ophelia founded the company * How 21Shares aligns with ARK’s open, transparent ethos, simplifying crypto investment access * Offering exposure to crypto and physical redemption, aiming to bridge crypto investment with secure, accessible infrastructure * Why the biggest education gap in crypto is discerning true insights from mere news * Crypto’s transparency is underappreciated; parsing its vast data is key for understanding ecosystem health and potential risks * Crypto evolution leans towards bottom-up standardization, challenging yet potentially leading to robust, coherent frameworks * Regulatory clarity for crypto requires effort; initial steps may quickly resolve major issues * Regulatory evolution is continuous, reflecting history’s dynamic nature * Why the upcoming market cycle in crypto is expected to differ significantly from past cycles
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 Public.com. 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.
This week, Autonomous Technology and Robotics Director of Research Sam Korus is joined Research Associate Andrew Kim. Together they discuss Jack Dorsey’s return to Block, President Biden’s Executive Order on Artificial Intelligence and SpaceX’s Starlink reaching break even.
Key Points From this Episode* Jack Dorsey Returns to Block * President Biden’s Executive Order on Artificial Intelligence * Starlink reaches Break Even
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Alex Leishman: Co-Founder and CEO, River
Graham Krizek: Founder and CEO, Voltage
Des Dickerson: CEO, THUNDR GAMES
Tony Giorgio: Co-Founder and CEO, Mutiny Wallet
Viktor Bunin: Protocol Specialist, Coinbase
Yassine Elmandjra: Director of Digital Assets at ARK Invest
Cathie Wood: Founder, CEO and CIO, ARK Invest
Rod Roudi: Co-Founder, Bitcoin Park
Key Points from this episode:* 00:00:00 Opening and Disclosure * 00:00:54 Intro with Rod Roudi welcoming our fantastic guests * 00:05:09 What are some of the most underexplored use cases in Bitcoin? * 00:14:31 How the use cases for Lightning have matured and why Des chose to build THUNDR GAMES on the Bitcoin network * 00:17:43 Machine to machine payments as a use case for lightning * 00:26:53 What do our guests think the first ubiquitous stable coin on Bitcoin will be? * 00:33:49 Viktor examines some of the ways that decentralized finance (DeFi) can be more practical than Bitcoin * 00:39:13 Exploring the growth in total developers on Ethereum as compared to Bitcoin, especially when you include lightning developers * 00:43:32 Why is the dynamic of developers building on Bitcoin different than those who chose to build on Ethereum? * 00:50:34 Our guests share some of the stories from their clients and users that blew them away * 00:55:32 How is regulation in the Bitcoin space changing? * 00:59:41 Our guests provide their opinions on what Bitcoin looks like in 5 years and how anonymity may change in the future? * 01:09:09 Rod, Viktor and Yassine conclude the episode with some optimism on the future of Bitcoin, pointing out decentralized communities across the country and around the world
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 Public.com. 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.
This week, Associate Portfolio Manager Nick Grous is joined Director of Investment Analysis
& Institutional Strategies Tasha Keeney, CFA. Together they discuss the current state of autonomous vehicles including Cruise, Waymo and Tesla, and Meta’s new Ray Ban sunglasses.
Key Points From this Episode* Cruise Halts Operations * Meta Ray Ban Glasses Review
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On today’s episode of FYI, Brett Winton welcomes back Francis Pedraza, the founder of Invisible—a company revolutionizing artificial intelligence (AI) training and data labeling across multiple industries. Forget what you know about traditional AI; we’re diving into a world where human relevance is questioned, and black-box technology can execute complex processes at any scale. Francis and Brett explore the ins and outs of scaling a business, the art of strategic resource allocation, and the future of AI-driven automation. This episode has everything from research and development (R&D) investments to aligning worker incentives for optimum efficiency.
“So for us, it’s finding the right technology or the right person for any given step in a process.” – Francis Pedraza Key Points From This Episode:* Overview of Invisible Technologies * Invisible’s role in a fragmented, specialized tech landscape * Invisible bullish on AI training, adopts financial discipline to weather market cycles * Transitioning from R&D to commercial strategies redefines Invisible’s economic model for AI business * The need for specialized integrators like Invisible over traditional service firms in the AI landscape * Invisible elevates AI training from mere data labeling to advanced techniques * Invisible’s human-in-the-loop model adds depth to complex AI training and enablement * Efficiency gains through Invisible’s alignment of automation and incentives * The symbiotic relationship between AI training and enablement in Invisible’s model * Prioritizing profitability over rapid scaling underlines Invisible’s approach to sustainable growth and control * Balancing rapid growth while preserving company culture in Invisible * Invisible’s caution towards public markets focuses on long-term control and growth
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 Public.com. 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.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are in studio together this week to discuss Tesla Earnings and Bitcoin.
Key Points From this Episode* Tesla Earnings * Bitcoin
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On today’s episode of FYI we will be featuring the most recent In The Know with Cathie Wood, a monthly video series that covers fiscal policy, monetary policy, market signals, economic indicators, and innovation. On this specific In The Know, Cathie walks through charts to help illustrate her points on inflation, interest rates, GDP vs. GDI growth, and why we believe we’re in a rolling recession.
Watch the video version here.
Key Points From This Episode:* Fiscal Policy * US Federal Budget Deficit or Surplus as a Percent of Nominal GDP * Monetary Policy * Money Supply (M2) Growth Percent Change Year-over-Year * 10 Year US Treasury Yield * 2s-10s Yield Curve Spread * USD Index (DXY) * Economic Indicators * Spot WTI Crude Oil * Crude Oil Price vs. Gasoline Futures Price * Gold Price * Gold Price 5-Year * Copper Futures Price * Copper Futures Price 5-Year * Credit Default Swaps Markit CDX
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 Public.com. 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.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are keeping it short and have just one topic: robots.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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 Public.com. 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.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by ARK Analyst Ali Urman, Research Associate Andrew Kim and Founder and CEO of Eternal Reggie James.
Key Points From This Episode:* Intro * Ozempic * AI Wearables * Tesla Price Cuts
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Alex Gladstein: Chief Strategy Officer, Human Rights Foundation
Jameson Lopp: Co-Founder & CTO, Casa and Creator of http://bitcoin.page, http://lightning.how, http://statoshi.info
Korok Ray: Bitcoin Professor at Texas A&M
Erik Hersman: Co-Founder and CEO of Gridless Compute
Yassine Elmandjra: Crypto Lead at ARK Invest
Dr. Art Laffer: American Economist
Cathie Wood: Founder, CEO and CIO, ARK Invest
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:* 00:00:00 Intro to Bitcoin Brainstorm episode 3 and our panel of guests from Rod Roudi * 00:02:17 Yassine sets up the purpose of this month’s episode: to address common misconceptions and pushback around bitcoin * 00:05:05 Cathie Wood sets up her relationship with Dr. Art Laffer and why * 00:09:45 Alex lays out some of the most common concerns and pushbacks associated with bitcoin * 00:11:57 Dr. Laffer provides historical monetary context to explain his questions on bitcoin * 00:21:01 Jameson, Erik and Korok help explain the importance of bitcoin mining to the network and potentially to the energy grid at large * 00:28:16 Alex explains why bitcoin has value globally and why bitcoin mining was invented and why it is important to stabilize the bitcoin network * 00:32:29 Does the marginal cost of energy determine the cost of bitcoin? * 00:39:12 Alex and Erik propose a potential future that could be unlocked by bitcoin if used as a global currency * 00:44:20 Yassine and Dr. Laffer discuss how a bitcoin standard could be a viable replacement for the gold standard * 00:51:15 Dr. Laffer explains that the potential to replace the US dollar is his greatest excitement in bitcoin * 00:55:56 Jameson explains that bitcoin is pseudonymous rather than anonymous, and that bitcoin itself is not encrypted * 01:00:37 Alex discusses the inherent need for the Bitcoin blockchain to be completely auditable * 01:04:47 Jameson and Rod walk through the halving process and the transparent strength of the network * 01:05:46 Art poses the question: what does our panel believe makes bitcoin valuable? * 01:13:36 Alex explains that bitcoin does not necessarily have counter party risk but it may have exchange rate risk * 01:15:50 The speed of transactions in bitcoin have been improving greatly and is actual assets moving at rapid speed rather than liabilities being passed quickly * 01:23:27 Rod and Dr. Laffer talk through some crucial differences between gold and bitcoin * 01:26:42 Why bitcoin can be a potential preservation of wealth, and why volatility in the price of bitcoin can be either good or bad * 01:39:40 Cathie and Yassine wrap up the conversation
On this episode of FYI, we’re joined by David Flynn, the mind behind Hammerspace, a privately owned company working in the realm of data storage and management. On this episode, ARK Director of Next Generation Internet Research Frank Downing, and CEO and CIO Cathie Wood dives deep into a world where data isn’t just stored, but orchestrated. David takes us through the futuristic landscape crafted by Hammerspace, leveraging the untapped potential of Solid State and Flash technology to redefine data management. From unveiling the shortcomings of platforms like Amazon’s S3 to pioneering the concept of data orchestration, David takes us on a journey through the frontier of data technology. Listeners will also hear about David’s path from programming on a Commodore 64 to becoming a trailblazer in the industry.
“Once data becomes orchestrated, and here’s the bizarre thing, data is more permanent in an orchestration platform. It’s not bound to the lifetime of any one storage system. It simply lives in the ether.” – David Flynn Key Points From This Episode:* Overview of David’s background * Leveraging luck and experience with embedded systems to exploit the potential of flash storage * Consumer electronics sparked demand, lowering costs and expanding market opportunities * Hammerspace’s approach to try to fundamentally transform data management through decentralized, dynamic data orchestration * Hammerspace’s data orchestration: facilitating direct manipulation on a global file system * Hammerspace offers a unique network attached storage (NAS) system that enhances data accessibility and boosts performance by separately handling metadata and actual data * Object storage is cheaper, simpler but still important; Hammerspace enhances utility * Companies in sectors such as artificial intelligence (AI), entertainment, science, and design benefit from a universal data interface, especially when handling large, unstructured data sets * AI and machine learning (ML) revolutionizing industries, enhancing data management and accelerating research * Transition to data orchestration technology might take around five to ten years, paralleling server virtualization’s adoption cycle but potentially hastened by AI advancements
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 Public.com. 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.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by Worldcoin CEO Alex Blania. First, Nick and Sam discuss Meta’s Ray Bans glasses and their AI implications, and AI as an operating system. Then together with Alex they discuss Worldcoin’s latest initiatives.
Key Points From This Episode:* Intro * Meta AI * AI as an OS * Worldcoin CEO
“AGI” refers to Artificial General Intelligence which is a theoretical form of AI where a machine would have intelligence equal to humans.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On today’s episode of FYI, we delve into the world of Palantir, the data integration and analytics company, as we discuss their platforms and their application across numerous industries. Joining Next Generation Internet Director of Research Frank Downing, and CEO Cathie Wood on the show is Shyam Sankar, Palantir’s Chief Technology Officer. Together, they explore the power of ontology, the integration of artificial intelligence (AI), and the immense potential of Large Language Models (LLMs). From revolutionizing the way businesses make decisions to uncovering new frontiers in biology and manufacturing, this episode explores the ever-evolving landscape of technology.
“I think one of the exciting things about Generative AI is how quickly we’ve been able to build our own Copilots and to go after problems.” – @ssankar Key Points From This Episode:* Overview of Shyam’s background * Palantir’s public perception and problem-solving approach * How Palantir’s platform evolves to solve varied, industry-specific problems through generalizable approaches * Palantir expedites Generative AI via focused, decision-driven data ontology * Using ontology for quicker, action-focused business decisions * Operationalizing AI beyond chat interfaces * Integrating LLMs in apps for efficient workflow * Government cautiously, yet optimistically, exploring generative AI’s potential * Clients exhibit mixed feelings; seeking education on leveraging LLM effectively * Palantir fosters a unique artist colony culture, emphasizing individuality in roles * Utilizing Generative AI tools internally to streamline documentation and leverage unstructured data sources * Value in application layer and owning it * Why app layer owners have an AI advantage * Concerns about AI integration with legacy and modern tech infrastructure * Ginkgo aims to engineer biology for manufacturing and leverages AI * Why Palantir believes their integration of human thought, LLM, and algorithmic reasoning will dominate the market
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 Public.com. 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.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by Research Associate Andrew Kim. Together they discuss OpenAI’s Dall-E 3 release and the impressive developments of Tesla’s Optimus Robot.
Key Points From This Episode:* Intro * OpenAI Dall-E 3 * Tesla Optimus
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
On today’s episode of For Your Innovation, hosts Andrew Kim and Nicholas Grous sit down with Dylan Diamond, the brain behind Saturn, a calendar app that’s taken over 17,000 U.S. public schools. Originating as a basic web tool and now an iPhone essential, Saturn goes beyond just planning your day—it’s a social network that informs you about your friends’ current and future locations. Join us as Dylan unpacks the journey of Saturn, detailing how artificial intelligence (AI) is revolutionizing time management and social planning. From custom features tailored to individual schools to the key alliances that have accelerated its expansion, we’ll uncover how Saturn isn’t just a utility—it’s a community.
“Saturn is the first social network built around the calendar, and it is the only calendar built for young people.” – Dylan Diamond Key Points From This Episode:* Overview of Dylan’s background, and the origin of Saturn/li> * How Saturn evolved from a web app to an iPhone app/li> * Lessons in building personalized, unscalable apps for schools/li> * Scaling quickly by utilizing organic growth and student ambassadors/li> * Organic growth fueled by user demand, teamwork/li> * AI in Saturn focuses on solving real problems, like auto-updating school calendars and fostering social connections/li> * Saturn focuses on students, not faculty, and aims to be a lifelong calendar/li> * Focusing on high school to build a strong user base, while also seeing potential for expansion into college/li> * Saturn combines social and utility, aims for steady growth, and expects more social platforms to add utility features
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 Public.com. 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.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by Director of Investment Analysis
& Institutional Strategies Tasha Keeney. Together they discuss updates on Tesla and Apple’s adoption of 3D Printing, Unity and Electric Vehicle Charging.
Key Points From This Episode:* Intro * Tesla 3D Printing * Unity * EV Charging
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
In this episode of FYI, hosts Andrew Kim and Nicholas Grous explore the world of TikTok Shop with Oren Schauble, who shares insights on setting up shop, driving sales, and the advantages of early adoption. We’ll also navigate the realm of drop shipping and third-party logistics (3PL), revealing when and how to utilize each method, and uncover top-notch partners. As we venture further, we’ll uncover the secrets to thriving in a saturated market, finding niches, establishing customer loyalty, and adapting to change. Later, we’ll take a deep dive into the creator economy, exploring opportunities for individuals and companies to monetize talents and its impact on marketing. Finally, we’ll delve into effective brand-building across various channels, focusing on social media success, customer value, appealing web design, and inspiring success stories. Oren provides his insights and tips as we explore success in today’s dynamic retail landscape.
“What’s really important is you can go sell a product to your fans, right? You can say, hey, these people really enjoy my content. They really have built an affinity to me.” @orenmeetsworld Key Points From This Episode:* Exploring the creator economy, opening opportunities for all * Emphasizing omnichannel strategy; refining through Direct-to-Consumer (D2C) * Unlocking Shopify’s success in easy payments, while TikTok and Instagram are enhancing frictionless buying experiences * Choosing products through direct factory contact, utilizing managed services, or browsing platforms like Alibaba * Combining value and entertainment for potent social media branding * Building an audience early, curating space, and thinking strategically * Navigating saturation by finding your unique niche * Implementing familiar design elements to foster consumer trust and usability * Investing in setting up a TikTok Shop; reaping the benefits it offers
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 Public.com. 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.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus discuss the Disney and Charter dispute and the Tesla Highlander Model 3 update.
Key Points From This Episode:* Intro * Disney vs. Charter * Tesla Model 3 Update
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Paul Itoi – CEO, Stakwork
Laolu (Roasbeef) Osuntokun – CTO and Co-founder, Lighting Labs
Kody Low – Head of Developer and Product Support, Fedi
Rod Roudi – Co-Founder, Bitcoin Park
Cathie Wood – CEO, CIO and Founder, ARK Invest
Yassine Elmandjra – Crypto Lead, ARK Invest
Frank Downing – Nex Gen Internet Director of Research, ARK Invest
Key Points From This Episode: 00:00:00 Intro to the Bitcoin Brainstorm with Yassine and Rod * 00:02:39 Introduction to this month’s guests * 00:04:10 Cathie Wood explains the impact and importance of the convergence between and among technologies * 00:12:32 Paul discusses how AI has revolutionized coding and computer engineering * 00:19:40 Kody applies the coding revolution to Bitcoin and explores how Bitcoin and AI are converging * 00:26:42 Cathie and Laulu discuss Lightning HTTP 402 Protocol (L402) and internet payment flow generally * 00:30:24 Frank and Paul explain that Bitcoin could be useful as money because it cuts out traditional intermediaries in payment processing and could decrease counter-party risk * 00:39:00 What are some of the use cases of micro-payments and how do they compare to larger payments like monthly subscriptions * 00:51:27 Kody explains why the first rendition of L402 used special cookies know as macarons * 00:53:16 Frank and Laolu discuss the constraints of ChatGPT and what the potential of AI agents can be outside the walls of a chat window, if given a budget and proper integration points * 01:01:30 Through the example of a web development project, Paul describes how Bitcoin and generative artificial intelligence are converging today * 01:06:55 What does the next generation of knowledge workers look like with micro-payments allowing for more efficient payment allocation? * 01:14:48 Closing thoughts and remarks on Bitcoin’s unique impact on artificial intelligence today Important Links Mentioned In This Episode:*
- AI4ALL Hackathon website
- AI for All: Powering APIs and Large Language Models with Lightning
- How (Actually) Open AI Wins
- AI & Bitcoin
- Nostr
- LangChain
- AI4ALL Hackathon website
- AI for All: Powering APIs and Large Language Models with Lightning
- How (Actually) Open AI Wins
- AI & Bitcoin
- L402
- Lightning Network
- Stakwork
- Replit
- Fedi
- Bitcoin Park
- ARK Bitcoin Brainstorms
On today’s episode of FYI, hosts Andrew Kim and Nicholas Grous are joined by Roblox CTO Daniel Sturman, as they venture into the dynamic world of this gaming platform. Roblox empowers users to both create and experience unique content. Join us as we explore the multifaceted ways people leverage this technology, from crafting games and orchestrating music concerts to forging immersive brand experiences. We’ll also venture into the future of virtual reality (VR) and emphasize the significance of offering users the choice to engage with content in their preferred manner. Stay tuned for a discussion with Daniel, as we discuss Roblox’s success, confront the challenges in rendering realistic 3D generations, and discover how the company is ensuring safety and civility on the platform.
“We try very hard not to create any of our own content. The general idea behind Roblox was one of bringing 3D simulation to people and letting them create whatever they wanted out of that.” – Daniel Sturman Key Points From This Episode:* Roblox as a content creation platform * Showcasing an early demo of an artificial intelligence (AI) system; enhancing product features * Utilizing generative AI to boost casual creative accessibility * Addressing challenges in 3D generation and intricate avatar movement * Navigating inefficiencies with models not designed for 3D data * Leveraging rich safety data to refine generative AI models * Anticipating immersive experiences, personalized touches, and expansive growth * Prioritizing safety and custom experiences * Exploring VR and phone avenues for immersive content creation * Enhancing virtual reality communication through spatial sound; ensuring privacy and civility * Innovating with real-time word censoring and substitution in models * Approaching the horizon of arbitrary generation of user components
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 Public.com. 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.
This week, Associate Portfolio Manager Nick Grous is joined by Director of Investment Analysis & Institutional Strategies Tasha Keeney and Research Associate Andrew Kim. Together they discuss the Character AI, Full Self Driving Beta v12 and Tesla, and the latest in Walmart’s partnerships with drone delivery companies.
Key Points From This Episode:* Character AI * Tesla FSD Beta v12 * Walmart and Drones
FSD is Full Self Driving.
DAU is Daily Active User.
LLM is Large Language Model.
On today’s episode of FYI, Research Associate Andrew Kim, Asociate Portfolio Manager Nick Grous and ARK Advisor Angie Dalton are joined by Edward Saatchi, the founder of Fable, a company pioneering the use of Artificial General Intelligence in creating generative TV shows and simulations. Together, they explore the influence of AI on animated series like South Park, the power of negotiation with maximum leverage, the current industry strike, the potential of AI in gaming, and the challenges and ambitions of creating original art. Hear about novel AI methods, a groundbreaking 3D world simulation, and the future of fan-made episodes. Whether you’re a seasoned professional or new to the topic, this episode should engage and inform.
“Even though we’re five or six years now into GPT. There are no games that use AI NPCs, which is kind of crazy when you think about it” – Edward Saatchi Key Points From This Episode:* Edward Saatchi’s background and journey from politics to AI entertainment * AI-driven characters and their generative, behavior-based design * Shows created from text prompts via AI, not recorded simulations * Timing of AI introduction to empower writers, actors during strike * Aiming to empower human artists, not merely create protected IP episodes * Hurdles include focusing on animation complexity * IP (intellectual property) holders need holistic approach to TV show creation; language model a small part * Shift towards original, exciting art is needed * Artificial General Intelligence (AGI) application in gaming could go beyond producing Non-Player Characters (NPCs) * Generative storylines in games could be exciting * Game companies and small studios partnering can decentralize the industry, empowering unique creations
Join us today for a conversation on the exciting progress and possibilities of genetics in pediatric care, with Dr. Caleb Bupp. Caleb is the Division Chief of Medical Genetics and Genomics at Spectrum Health and Helen DeVos Children’s Hospital, and we get to hear from him about his path into this role, and how he first discovered his passion for helping young ones. Our guest comments on the central themes of parental communication, cost reduction, and genetic exceptionalism before we delve into some of the most noteworthy points of progress in the pediatric field at the moment. We look at the Project Baby Bear and Project Baby Deer programs, and the important impact that the speed and timing of results can have on the care of kids, with Caleb explaining the societal norms and expectations around genetics and engagement with these datasets. He also raises some concerns about access to care and shares an inspiring success story from the last few years, so make sure to tune in to get it all.
“If you have a sick kid and you can do a test to figure out why they’re sick really fast, you give better care.” — Dr. Caleb Bupp Key Points From This Episode:* Caleb takes us through his career journey and the roots of his interest in genetics and pediatrics. * Reflection on the Concert Genetics Conference and Caleb’s involvement. * Reducing costs and freeing up resources for more impactful care. * Thoughts on the intangible value of providing comprehensive patient information for parents. * Dr. Bupp weighs in on the topic of genetic exceptionalism. * Surprising recent developments in fields of genetics and pediatrics. * Potential challenges with the amounts of information that clinicians needs to process. * Experiences and progress with the Project Baby Bear program. * Caleb’s recent paper and presentation on the work at Project Baby Deer. * The impact of earlier and faster intervention when treating children. * How more proactive and effective screening can affect general societal health. * Caleb shares the standout story of a patient with variants of uncertain significance and DFMO (difluoromethylornithine, a substance being studied in the treatment of cancer). * Applying the principals of drug repurposing to other scenarios. * Looking to the future and Caleb’s hopes for the short and long-term of the pediatric space.
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change.
To learn more, view Big Ideas 2023.
This week’s Big Ideas Monday Mini Episode focuses on Molecular Diagnostics. Next-generation sequencing (NGS) costs have collapsed, making molecular diagnostic tests more feasible and turbocharging our understanding of tumor biology.[1]
By leveraging artificial intelligence (AI), cancer diagnostics labs have created less invasive tests like liquid biopsies to supplement tissue biopsies.[2]
As proof of clinical utility accumulates, ARK estimates that the total addressable market (TAM) for molecular cancer diagnostic tests in the US is ~$95 billion, its revenue increasing more than 20% annually during the next five to ten years, from ~$5 billion in 2022 to $24 billion in 2030. Moreover, the collective enterprise value of molecular cancer testing companies should expand at a similar rate from ~$30 billion in 2022 to $145 billion in 2030.
Wach the video version here.
The International Space Station (ISS) is the largest human-made object in low Earth orbit and serves as a unique platform for scientific research and technological development. It was first made operational in the year 2000 and acts as a symbol of international diplomacy, demonstrating how countries can work together to achieve a common goal, despite political or cultural differences. And as the ISS enters its third decade of operation, it nears the end of its planned operational life, which is set for 2028, at the earliest. Joining us today to discuss the ISS, its incredible achievements, and its future are two leading figures from Axiom Space, Chief Information Officer Amir Blachman, and Chief Astronaut Michael López-Alegría. In our conversation, we discuss the plan to retire ISS and Axiom Space’s role in transitioning to becoming a commercial space station. We learn about Ax-1, the first fully private astronaut trip to the ISS, led by Axiom Space, and what to expect from their second upcoming mission, Ax-2. Michael and Amir also provide insight into the founding of Axiom Space, the expert team that runs its operations, and the key factors that sets the company apart from its competitors. To learn more about Axiom Space, the history of the ISS, and the future of spaceflight, be sure to tune in today!
“We’re facilitating the extension and invention of commerce in space through which we offer access to countries, institutions, industries and individuals that have ideas that fuel the human economy beyond earth.” – Amir Blachman Key Points From This Episode:* Introducing today’s guests, Amir Blachman and Michael López-Alegría. * An overview of the International Space Station (ISS) and its functions. * The ISS’s importance as a lab and as a symbol of diplomacy. * Why the ISS will eventually need to be replaced and how it should be done. * Axiom Space’s goal to build the world’s first commercial space station. * A breakdown of how Axiom Space plans to accomplish this. * How things have changed at the ISS in the past two decades. * Examples of how the ISS has benefited humanity. * Axiom Space’s role in transitioning the ISS into becoming a commercial space station. * The origins of Axiom Space and how they were chosen to be the partner for this project. * A rundown of Axiom Space’s business model for their commercial space station. * Some of the innovative ways that countries and companies are using the ISS. * Insights into Axiom Space’s user base and why they fly with them to the ISS. * The details of Ax-2, Axiom Space’s second upcoming mission to the ISS. * An overview of Ax-1, the first fully private astronaut trip to the ISS. * Takeaways from Ax-1 and how they conducted research. * How Ax-1 helped Space Axiom grow as a company. * Some of the research that will be conducted on the Ax-2 space mission. * Michael’s thoughts on the future of space travel for everyday people. * Insight into the factors that have helped make Axiom Space so successful in this field. * Hear Michael’s predictions of when we’ll see the first human on Mars.
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change.
To learn more, view Big Ideas 2023.
This week’s Big Ideas Monday Mini Episode focuses on Orbital Aerospace. Aerospace costs are declining, thanks to advancements in deep learning, mobile connectivity, sensors, 3D printing, and robotics. As a result, satellite launches and rocket landings are proliferating.
In the coming decade, satellite broadband and hypersonic flight could generate annual revenues of ~$84 billion and ~$270 billion, respectively.
Watch the video version here.
Drug development is an extremely expensive endeavor, in large part because of the 96% failure rate of clinical drug trials. However, the new frontier of medicine has arrived, and Sean McClain and Joshua Meier (respectively the Founder/CEO and Chief Artificial Intelligence (AI) Officer of Absci) are leading the charge. Absci is a public company harnessing generative AI to create more effective medicines faster and less expensively. During this episode, Sean and Joshua explain how their pooled approach to antibody production works, why they focus so heavily on data, the metrics they use to evaluate their models, and why they are certain that personalized medicine is going to be a reality in the future. There are countless possible mashups of AI and drug discovery, and Absci attempts to bring an innovative approach to biologics to positively impact human health!
“We’re not just developing AI within biologic drug discovery for the sake of it. We’re really wanting to utilize this to be able to discover new biology.” — @SeanRMcClain Key Points From This Episode:* Sean’s original idea behind the founding of Absci and how it has evolved into what it is today. * How Absci is making the process of drug creation much more efficient. * The career path that led Josh to Absci. * How antibodies are currently produced. * The most important aspects to consider when developing an antibody. * A high-level overview of how Absci generates data. * The number of AI-generated designs that Absci can validate in any given week. * Metrics that Absci uses to evaluate their models. * What humanization is in the context of antibody design. * Understanding Absci’s naturalness model. * A common problem in the AI field. * The potential for collaboration with Big Pharma. * How the models Absci is developing can be applied in different contexts. * Sean and Joshua’s thoughts on what the future of medicine is going to look like. * How AI is likely to change the way we approach scientific and technological developments.
The concept of the metaverse has been around for decades, but recent advances in technology and the growing popularity of virtual worlds and online gaming have led to renewed interest in the idea. To help us unpack the nuance of the metaverse is Yonatan Raz-Fridman, the CEO and Founder of Supersocial, a metaverse enterprise building immersive digital experiences. Supersocial aims to pioneer the future of digital interactions, where people can seamlessly merge reality with fantasy and connect in ways that transcend physical boundaries. In our conversation, we unpack the complexity of the metaverse and its potential to shake up traditional commerce. We dive into the behavior shift happening around the metaverse and whether it’ll be adopted by the current or next generation of users. Discover the opportunities Supersocial is creating and how virtual worlds can help businesses achieve brand recognition and create unforgettable branded experiences. We hear how virtual worlds are breaking down barriers within commerce, an example of a brand helping Supersocial innovate in the space, the power of user-generated content, and much more. Tune in to this enlightening episode as we unravel the potential of virtual worlds and the exciting future that lies ahead for individuals and businesses alike.
“I think for this new generation, the virtual world is essentially not a mimic of real life. It’s a whole different frontier.” — @yonatanrf Key Points From This Episode:* Background about Yon and why he decided to start Supersocial. * How Supersocial is different from a traditional gaming studio. * We discuss the future of virtual worlds and the ways video games will evolve. * The opportunities for innovation that Unreal Engine 5 provides. * An overview of the challenges associated with building virtual worlds. * Yon unpacks the behavior shift regarding the metaverse. * Whether the metaverse will be adopted by the current or next generation of users. * Why Minecraft has only been viewed as a video game and not as a platform. * Find out how virtual worlds can help brand recognition and branded experiences. * Bringing virtual worlds and traditional commerce together. * Hear an example of a brand that is leveraging the virtual space. * Ways customer relationship management is being redefined. * Discover the possibilities of the metaverse facilitating e-commerce virtually and physically.
Scaling laws are as important to artificial intelligence (AI) as the law of gravity is in the world around us. AI is the empirical science of this decade, and Cerebras is a company dedicated to turning state-of-the-art research on large language models (LLMs) into open-source data that can be reproduced by developers across the world. In this episode, James Wang, an ARK alum and product marketing specialist at Cerebras, joins us for a discussion centered around the past and the future of LLM development and why the generative pre-trained transformer (GPT) innovation taking place in this field is like nothing that has ever come before it (and has seemingly limitless possibilities). He also explains the motivation behind Cerebras’ unique approach and the benefits that their architecture and models are providing to developers.
“All great science is reproducible, and AI is the great empirical science of our decade, so we wanted to make sure it’s reproducible.” — @draecomino Key Points From This Episode:* Why Cerebras attracted James. * James explains the concept of wafer-scale computing and why it is so advantageous in the AI space. * A historical overview of large language model (LLM) development. * What James believes to be the most significant natural law that has been discovered in this century. * Why Cerebras wants to get state-of-the-art LLM data into the hands of as many people as possible. * The Cerebras GPT law. * Looking towards the future of LLMs. * Standard practice when it comes to training an LLM (and the problems that developers have been battling for years). * The potential advantage of Cerebras CS2 chips and computers. * Understanding the concept of disaggregated architecture. * How the Cerebras approach differs from the approach taken by other companies (NVIDIA and Dojo, for example). * Cerebras offerings that are available to be used by the public. * The current GPU cloud shortage (and why this adds to the appeal of Cerebras software). * Why the progress being made in the GPT space is incomparable to developments that have come before it. * Potential directions that the world could be heading in as a result of AI developments (and why James is optimistic about it all). * The AI use case that is keeping James up at night.
The gaming industry has seen massive innovations in the past two decades, from the rise of online gaming to the release of unprecedented virtual reality (VR) products. And in that time the industry has seen massive growth, going from an estimated $30 billion a year worldwide at the start of the twenty-first century, to generating an astounding $200 billion in 2022. Joining us today to discuss the business of gaming in 2023 is Angie Dalton, an advisor for ARK Invest and the CEO and Founder of Signum Growth Capital, and Joost van Dreunen, an academic, entrepreneur, and a well-known expert in the video game space. Tuning in you’ll hear a breakdown of how the gaming industry has developed over the past two decades, the ever-useful role of user-generated content in gaming, and how gaming studios are adapting to changes in the space. We take a look at how platforms and game engines like Roblox and Unity are making it easier than ever for users to generate content and how studios are leveraging amateur output to keep up with demand. Our conversation also covers how blockchain technology and Web3 could add value to the gaming space, the shifting relationship between gaming and other forms of entertainment, and the most promising use cases for VR and augmented reality (AR). To learn more about the fascinating business of gaming and upcoming developments in this space, be sure to tune in today!
“When we’re trying to satiate the demand of three billion gamers worldwide, it’s a little bit impossible for conventional studios to create that much content.” — @joosterizer Key Points From This Episode:* Introducing today’s guests, Angie Dalton and Joost van Dreunen. * Joost’s expertise in gaming and his work as an academic, advisor, and entrepreneur. * How the gaming sector has grown and developed globally over the last two decades. * The history of user-generated content in gaming. * Why so much innovative gameplay comes from user-generated content. * How studios are leveraging user-generated content to keep up with demand. * The concept of forever games and how studios are shifting their models to build community and keep users engaged. * An overview of the elements driving the rising trend in user-generated content. * The shifting relationship between gaming and traditional entertainment, like television. * Why AAA games take so long to develop and Joost’s predictions for a more iterative release model. * Joost and Angie’s top takeaways from the latest Game Developers Conference (GDC). * How blockchain technology and Web3 could add value to the gaming space. * The drawbacks of the play-to-earn model in Web3 games. * Joost’s reservations when it comes to blockchain and Web3 applications in gaming. * Key problems in the gaming industry concerning the recognition of labor. * Navigating issues of copyright when it comes to user-generated content. * The concept of an open metaverse, interoperable virtual worlds, and how likely these scenarios are. * Our thoughts on Apple’s upcoming move to enter the VR space. * The strong case for enterprise applications when it comes to AR and VR. * Find out about Joost’s new venture Aldora.io and what they are currently working on.
The rise of Web3, blockchain, and non-fungible tokens (NFTs) has disrupted many industries, including video gaming. To help us unpack the role of Web3 in the video game industry is John Linden, CEO of Mythical Games, a game tech studio pioneering digital asset ownership, scarcity, and secondary markets. Their team creates products to drive consumer adoption of distributed ledger tech. John has a deep love for video games and a curiosity for exploring the potential of blockchain technologies. In our conversation, we talk about his approach to revolutionizing the future of gaming by integrating blockchain technology, rethinking game economics, and the intersection of traditional gaming and crypto. Learn how the industry has shifted in recent years, the opportunities of the Web3 space, the power of digital assets, converging technologies and concepts, and the tug-of-war between centralization and decentralization within the gaming industry. We discuss the Metaverse and interoperability, and hear about the exciting collaborations that Mythical Games is working on. Tune in and discover the future of gaming with John Linden!
“I think the next 10 years in gaming will be more transformative than the last 25 have been.” — @johnwastaken Key Points From This Episode:* Background about John and a brief history of Mythical Games. * How Mythical Games’ approach to game development differs from the traditional approach. * John shares his views on play-to-earn video games, and why the concept was not widely adopted. * The foundation of a good blockchain game and the role of digital assets. * Learn how Mythical Games is leveraging blockchain technology to disrupt the gaming industry. * Overview of the challenges game developers face in the Web3 space. * What makes Web3 video games different, and why blockchain is made for gaming. * Learn what is needed to build a successful open Metaverse for consumers. * Whether interoperability is a necessary component of the Metaverse. * He explains the road map for Mythical Games and how the concepts will not be limited to the video game industry. * Ways in which the Web3 space will be beneficial for streamers and influencers. * Hear about the exciting collaboration between the NFL and Mythical Games.
We are pleased to bring you the second edition of the ARK Crypto Brainstorm; a quarterly conversation between a rotating group of experts in the crypto space, The ARK Crypto Brainstorm is published through the For Your Innovation podcast channels and aims to be an informative and in-depth conversation on the current state of the ever-changing crypto landscape with experts offering diverse viewpoints.
In the second edition of the ARK Crypto Brainstorm, ARK Crypto Lead Yassine Elmandjra and ARK CEO and CIO Cathie Wood hosted 7 leaders in the crypto space including:
- Lyn Alden, macroeconomic investor with expertise in Bitcoin, is leading the conversation on the regional banking crisis and the Fed’s decision-making amidst continued macro uncertainty.
- Jeremy Allaire, CEO of Circle, the largest regulated stablecoin issuer, has successfully navigated the banking crisis while demonstrating a commitment to openness and transparency.
- Paul Grewal, Chief Legal Officer at Coinbase, is at the forefront of advocating for greater regulatory clarity in the US and emphasizes the importance of creating an environment for crypto to flourish.
- Caitlin Long, CEO and Founder of Custodia, is dedicated to building a regulatory compliant bridge between the traditional US financial system and cryptoassets.
- Angie Dalton, CEO of Signum Capital, has built a strong relationship with US regulators, working with startups and protocols to outline a regulatory compliant path for operating in the US.
- Chris Burniske, a partner at Placeholder Ventures, has highlighted the resilience of crypto fundamentals and why this is a compelling time to be an investor despite the uncertainty.
- Michael Sonnenshein, CEO of Grayscale, is trailblazing the path to a US Bitcoin ETF approval, questioning some of the assumptions made by the SEC in its decision-making. Key Points From This Episode:* 04:47 Paul and Cathie discuss the current state of the regulatory landscape surrounding cryptocurrencies
- 09:48 Lyn Alden provides a historical perspective on regulation
- 18:57 What Jeremy is hearing from his recent trips to Washington DC on crypto regulation
- 22:22 The potential for a Bitcoin ETF, and Grayscale’s relationship with the SEC
- 27:41 How the FTX collapse may have set the industry back in the eyes of the US government
- 34:38 Michael Sonenshein’s optimistic point of view on regulators idea of crypto
- 40:06 Caitlin’s view that regulators are unwilling to make progress in passing significant regulation in the next few years
- 49:36 Chris compares digital assets to water
- 50:13 Cathie and Yassine transition the conversation to the Regional Banking Crisis
- 58:35 Caitlin highlights the inherent illiquidity many banks currently have and what problems that might cause
- 1:04:56 Lyn offers her end game scenario if the Fed continues to be hawkish
- 1:13:22 Chris highlights the clear differences between the banking system and cryptocurrencies like Bitcoin and Ethereum
- 1:20:42 Coinbase’s latest product launches including Wallet and Base
- 1:24:20 How Bitcoin has responded to the recent regional bank crises
- 1:27:33 We go around the horn and ask: What would our guests like to see happen this year?
On March 17, 2023, Balaji Srinivasan wrote a tweet thread that started with a simple, shocking bet that the price of one Bitcoin would reach $1,000,000 in the next 90 days. Balaji is an American entrepreneur and investor. He was the co-founder of Counsyl, the former Chief Technology Officer of Coinbase, and former general partner at the venture capital firm Andreessen Horowitz. ARK CEO and CIO Cathie Wood agrees that the price of a Bitcoin could reach $1M, but ARK’s prediction on when this might happen is very different. In today’s episode, Cathie and Balaji discuss their current and future outlook on the United States and global economies, the cryptocurrency ecosystem and their reaction to the recent volatility surrounding the regional banking crisis.
“The economy…It’s like altitude right, if your altitude is [up] here you can take a certain set of maneuvers, if your altitude is close to the ground you cannot take the same set of maneuvers.” – @balajis Key Points From This Episode:* An introduction to Balaji and his prediction that Bitcoin could reach $1M in the next 90 days * Cathie sets up her initial argument that we are in a deflationary environment * What we can learn from Argentina; when it was printing money while simultaneously raising interest rate * Balaji argues that there are only three true currency pairs in the world today * Balaji’s belief that there is a desire to exit the American financial system and that the financial system itself is inherently hard to predict * Cathie shares her thesis that that the velocity of money is starting to flatten * The potential for a “hard landing” in the economy * How the recent regional banking crisis effects Cathie and Balaji’s predictions on inflation * Balaji compares the Federal Reserve (Fed) Funds rate to Bitcoin’s issuance schedule * How the 1980s compare to today in terms of inflation and interest rates * Cathie provides a brief history on the guiding force behind Fed policy * What could potentially happen to the use cases of Bitcoin should it rapidly increase in value * Balaji’s belief that the world is running backwards in time but that the outcome will be different * Why consumers have started to move money away from banks and instead have focused their attention on trying to earn yield on their money * Why today’s economic events could be considered black swan events * Balaji states that we may not have a widespread bank crisis, but instead we could specifically have a central bank crisis * The potential that the Fed could be looking at the wrong indicators * How the very existence of Bitcoin might defeat Keynsian economists theories at their core * Why deflation might be a good thing for Blockchain technology * Why Balaji believes states should continue to support cryptocurrencies
“Fiat currency”, as referred to in this podcast, means traditional, government-issued currency, such as the US dollar.
On this episode of For Your Innovation, we wanted to highlight last week’s special edition of “In the Know,” a monthly video series featuring ARK CEO/CIO, Cathie Wood. In this special episode, Cathie is joined by her mentor, former professor, and advisor to ARK Investment Management LLC, Dr. Art Laffer. Famous for the Laffer Curve, Art is an economist and was named one of Time’s Greatest Minds of the 20th Century.
Together, Cathie and Art dive into the recent banking crisis and the world of cryptoassets.
We hope you find this monthly series useful, especially during periods of heightened volatility. Stay Healthy. Stay Innovative.
“It’s not up to congress to allow or not allow crypto. It shouldn’t be.” – Dr. Art Laffer Episode Timestamps* 1:45 – Intro * 2:31 – Banking Crisis * 35:30 – Crypto
Gene therapy is gaining momentum as a noteworthy adversary to cancer, and we are thrilled to be joined today by one of the pioneers of immune system-based treatments. Professor Waseem Qasim applies his craft at the UCL Great Ormond Street Institute of Child Health, which is notorious for being the largest concentration of children’s health research in Europe. Professor Qasim explains why he pursued a career in gene therapy, how three patients and technological advancements formed the basis of his groundbreaking treatments, what he thinks about autologous and allogeneic therapies, and what he has to say about his work being linked with a cure for cancer. We learn about the rapid advancement of medical technology, how accessible this technology is to disadvantaged communities, why pricing gene therapies is a slippery slope, and the factors that could lead to a cost reduction in Prof. Qasim’s treatments. To end, our guest shares advice on how to merge foundational research and practical applications, why the health industry needs to do more in supporting foundational research, and what Prof. Qasim thinks about the advent of artificial intelligence (AI) in medicine.
“[Soon] there will be specific conditions and circumstances where these technologies will give you a deep clearance and a possible complete eradication [of cancer], where the problem just doesn’t come back.” — Waseem Qasim Key Points From This Episode:* Introducing today’s guest, Professor of Cell and Gene Therapy, Waseem Qasim. * What led Prof. Qasim to focus on developing gene therapies for genetic disorders in children. * The story for Leila Richards’s groundbreaking gene-edited cell therapy. * How technological innovations have paved the way for successful gene therapies. * The details behind Prof. Qasim’s second highly-publicized success story: Alyssa. * More about his lesser-known patient who bridged the gap between Leila and Alyssa. * Our guest explains the quality assurance process before cells are reentered into the body. * What he thinks about autologous cell therapies versus allogeneic ones. * Prof. Qasim reacts to his work being described as synonymous with a cure for cancer. * What he thinks about the radical progression of health technology and whether it will continue to advance at such blinding speed. * How accessible this advanced technology is and will be to disadvantaged communities. * Why one size does not fit all when it comes to costing and pricing gene therapies. * Exploring the factors that could reduce the cost of Prof. Qasim’s treatments. * Some advice on how to blend the worlds of foundational research and practical application. * The role that the health industry should be playing in supporting foundational research. * Our guest’s thoughts on the use of AI in new medical technologies and techniques.
Please note: as of 2/28/23, ARK’s clients own greater than 1% of the shares outstanding of Drafkings Inc.
Fantasy sports and sports betting are now well-known and developed markets that serve hundreds of millions of people, and today’s guest has found a way of bringing the two into the Web3 space. We are joined by the Co-Founder of DraftKings, Matt Kalish, as he gives us a sense of the moments surrounding his company’s venture into daily fantasy and mobile sports betting. Then, we learn about DraftKings NFT game Reignmakers, how it’s pushing new frontiers in Web3, how it works, and how it stacks up against other daily fantasy products. We also hear about how players and league associations have received DraftKings, as well as some key insights into some of the partnerships they have formed. Our guest explains his perspective on Web3 interoperability and the transfer of utility, why DraftKings chose to partner with Polygon, what he and his team hope to achieve in the next five years, and what excites him the most about the Web3 space. At the end of today’s episode, Matt gives us his assessment of his Boston Celtics season so far and why he thinks they are real title contenders.
“DraftKings doesn’t play in the super speculative space like that. We’re not a startup that can just bet the house on one little venture. We only want to do rational things.” — @mattkalish Key Points From This Episode:* An introduction to the Co-Founder of DraftKings, Matt Kalish. * Matt’s professional background and how he became a founding member of DraftKings. * When they launched their daily fantasy product and how they got into mobile sports betting. * How DraftKings is pushing new frontiers in Web3 with Reignmakers. * The way Reignmakers matches up to daily fantasy products, and how it works. * How players and leagues have received DraftKings, and the partnerships they’ve formed. * What Web3 interoperability means to Matt and his thoughts on the transfer of utility. * Why DraftKings chose to work with Polygon. * What Matt and his team hope to achieve in the next five years. * How the introduction of NFTs in fantasy sports has impacted private betting behavior. * What excites Matt the most about exiting the NFT winter and the Web3 space as a whole. * Matt’s thoughts on the Boston Celtics season so far and where he thinks they’ll end up.
Robotics are both deeply tied to artificial intelligence (AI) and machine learning (ML), and also somewhat distinct in its practicality and material application. Built Robotics is a great example of this duality, and in today’s conversation with the CEO and Co-Founder of the company, Noah Ready-Campbell, we hear about how the company is positioning itself in relation to current construction industry needs and also for the wave of possibilities in the near future. Noah talks about the process of transition to autonomy, comparing other related sectors such as transportation, the strong bonds Built Robotics has created with the burgeoning solar power space, and also his belief in the capability of automation to aid us in constructing a better world. We discuss the refining of machine learning models, safety and security at Built Robotics, the need for supervision, and other sectors that the company might move into in the future. So to hear it all from Noah in this insightful chat, make sure to join us.
“The thing that I think determines scaling a success for us is less about the technology barriers and more about how do we make something that’s easy and efficient for the customer.” — Noah Ready-Campbell Key Points From This Episode:* The history of Built Robotics, the initial hypothesis, and their focus in the last few years. * Noah talks about what they offer their clients in the construction business. * Renewable energy and solar power; why Built Robotics has found a good fit in this space. * Unpacking the usual costs of construction and how Built Robotics’ prices compare with this. * The sensor suite at Built Robotics; computers, cameras, GPS, and more. * Noah’s perspective on the question of autonomy and the trajectory of the construction industry. * Thoughts on safety and regulation, and the eight-layer safety system in place at Built Robotics. * Considering the limits on how fast and efficiently the machine is and will be able to operate. * Necessary supervision and the possibility of the complete removal of human involvement. * The skills involved in the utilization of machine capabilities. * Noah shares the comparisons of efficiency and work hours between human labor and robotics. * The vision for Built Robotics, and Noah’s ambitions around longevity. * Factory integration of machines and where Built Robotics system is headed. * The elements of Built Robotics that make sense to outsource. * Noah’s expectations for the company to move into sectors beyond construction. * The influence and impact of the latest wave of AI advancements on the company. * The importance of the Inflation Reduction Act on the construction industry. * Noah talks about the robotics possibilities he is most excited about currently.
Urban air modality is coming to life a lot faster than we may expect, and joining us today is the CEO of Volocopter, Dirk Hoke, to discuss their new Electric Vertical Take-Off and Landing (eVTOL) vehicle service launching in 2024. Tuning in, you’ll hear all about how Dirk joined Volocopter, the different aviation authorization bodies and why they’re important, the aviation safety regulations in testing new aircraft, mistakes companies are making, and the global regulators’ reaction to new technology. Dirk talks us through how Volocopter is designed, why it is designed the way it is, and how it will change urban air modality over the next decade. You’ll also hear about the hurdles they are facing, their hopes for their launch, and the cost of these models. Autonomy is not a technological issue but is rather an issue of certification and public support and in this episode, Dirk highlights the importance of recognizing that air taxi travel is going to happen much sooner than we think. Tune in now to hear about this exciting innovation.
“Our systems can be applied to any city in a very short-term manner, once we have demonstrated that we are safe and low level on the noise side.” — @HokeDirk Key Points From This Episode:* An introduction to today’s guest, Dirk Hoke. * What led Dirk to join Volocopter. * Dirk explains the importance of the aviation authorization bodies, Federal Aviation Administration (FAA) and International Aviation Aviation Assessment (IASA). * Why you can only have a serious problem in civil airspace after one billion operational hours. * How to ensure safety when creating an aircraft. * What makes this such a rigorous process and the mistakes he sees other companies making. * How global regulators have reacted to the huge wave of new technology being created. * Why air traffic management needs to go through the next step of digital transformation. * Dirk tells us why Volocopter is designed the way it is. * Dirk explains how this model will change flying in the next decade. * The price structure dynamics in this industry. * What discussions are being had about increasing landing sites. * How congestion is changing and why we need new modalities without waiting for new roads. * How and why the business model for making aircrafts has changed. * Why Dirk wants President McCall to launch the product at the 2024 Paris Olympics. * The hurdles Volocopter is facing as they journey to commercial launch. * Why one design cannot cope with all the requirements of all the different markets. * Why autonomy isn’t a technological issue but rather an acceptance and certification problem. * Why humans will be used in the loop of automated air travel for quite a while. * The importance of understanding that air taxis will fly sooner than we think they will.
On today’s episode of FYI, we will highlight another segment from Big Ideas 2023; Technological Convergence.
To watch Chief Futurist Brett Winton walk through his section, click here.
To download the full Big Ideas 2023, click here.
“Future historians could look back on this business cycle and say we can’t believe that all of these technologies were hitting critical stages of inflection at the same time.” – @wintonARK According to ARK’s research, five innovation platforms are converging to create unprecedented growth trajectories.
Artificial Intelligence is the most important catalyst, its velocity cascading through all other technologies.
The market value of disruptive innovation platforms could scale 40% at an annual rate during this business cycle, from $13 trillion today to $200 trillion by 2030.
In 2030, the market value associated with disruptive innovation could account for the majority of the global equity market capitalization.
Today, Tasha Keeney sits down with Simon Barnett to talk about ARK’s valuation of Exact Sciences and to share our outlook about the company’s trajectory in the next five years. Exact Sciences is the cancer testing company that has brought to market both Cologuard and Oncotype. This conversation covers the prominence and acceptance of these two testing franchises, Exact Sciences’ product leadership, Exact’s recent performance in the market, the models that ARK has developed for gauging the company’s outlook, and the areas of risk that investors should be aware of. One of the main focuses of today’s chat is what Exact Sciences’ progress symbolizes in terms of the future of the cancer treatment field, with Simon making an argument for why he sees them holding onto their market-leading position for the foreseeable future. We also spend some time at the end of the episode considering what this means for healthcare and individual wellbeing in general, so make sure to catch it all in this episode of For Your Innovation! Please refer to the Exact Sciences valuation article for a more comprehensive explanation of ARK’s model, including its risks and limitations.
“Cancer care is something that is totally divorced from interest rate changes or consumer sentiment. It’s something that’s very predictable, and it’s something that’s very important.” — @sbarnettARK Key Points From This Episode:* Introducing Exact Sciences and its two biggest testing franchises: Cologuard and Oncotype. * Valuation of Exact Sciences and how ARK has approached creating these models. * Calculations for the price target of the company. * Sales and marketing at Exact Sciences and the positive brand recognition they have built. * Benchmarks for analyzing companies like Exact Sciences. * Comparing ARK’s process and view on Exact Sciences to other opinions in the market. * How the lowered price of genome sequencing has affected the outlook for the market. * The route to the aggregate gross margin structure for Exact Sciences. * Qualitative elements that matter most to ARK; how Exact Science fits into our rubric. * Alignment between the expectations of Exact Science’s management and our estimations. * A look at the three main areas of risk: competition, time, and financing. * Simon explains how thesis risk applies to the healthcare space. * Thoughts on the company’s net income and cash flow in the near future. * Reasons to be excited about the next few years in the healthcare space.
On today’s episode of FYI, we will be featuring last week’s episode of In The Know, a monthly video series on which ARK CEO and CIO Cathie Wood discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. On this specific episode, Cathie weighs in on M2 growth, interest rates, inflation, auto sales, and bitcoin. Additionally, she highlights ARK’s Big Ideas 2023.
“We’ve grown up in a linear world really the last 50 years, and if were right that we’re entering into an exponential growth world, then real GDP growth should kick up here.” – @CathieDWood The Big Ideas highlighted in this year’s report include:
- Technological Convergence
- Artificial Intelligence
- Digital Consumers
- Digital Wallets
- Public Blockchains
- Bitcoin
- Smart Contract Networks
- Precision Therapies
- Molecular Diagnostics
- Electric Vehicles
- Autonomous Ride-Hail
- Autonomous Logistics
- Robotics and 3D Printing
- Orbital Aerospace
Watch February’s Episode of In The Know.
Download the full Big Ideas 2023.
Video games have grown massively over time, commanding more and more leisure time for people all around the world. As video game popularity has grown, so has the use cases and popularity of blockchain technology and these two worlds are beginning to merge more frequently with blockchain based platforms for video games. To help us unpack this nuanced subject is Justin Hulog, Chief Studio Officer at Immutable Game Studio, a non-fungible token (NFT) minting and trading platform for video game developers. Justin has a wealth of experience as a general manager, operations leader, and people strategist, and mainly focuses on the intersection of strategy and organization to solve problems. In our conversation, we talk about how Immutable Game Studio started, the different sides of the business, details about his role, and what the company provides developers. We then delve into designing sustainable in-game economies, how to potentially leverage blockchain technologies, the idea of cost versus utility, and how to sustain a game’s user base. Hear about the different taxonomies of the space, balancing the business side and the developer side, the play-to-earn era, the silver lining of the recent crypto bear market, and much more. Tune in to discover how blockchain technology could be revolutionizing the video game industry!
“Quality game loops and good game loops, so, actually good games, is something that the market wants to see now.” – @BathalaX Key Points From This Episode:* Background about Justin and his current role at Immutable Game Studio. * A brief overview of Immutable Game Studio and the underlying blockchain technology. * The challenges that developers face working with blockchain-based platforms. * How in-game blockchain-based economies are different. * Details about the design approach at Immutable Game Studio. * Ways in which the market and monetizing games have changed. * The important underlying utility: making a fun game. * Justin unpacks the different layers of a digital asset. * How the out-of-game experience provides another platform for design. * An overview of the exciting new possibilities of blockchain-based video games. * What makes Immutable Game Studio different from the competition. * An outline of the essential role the in-house development team plays. * Justin shares his outlook on blockchain-based video games.
ARK Client Portfolio Manager Ren Leggi and Chief Futurist Brett Winton discuss why ARK believes investors should consider an allocation to disruptive innovation in 2023 in today’s episode of FYI. Ren and Brett discuss the potential size of the disruptive innovation opportunity, why ARK focuses exclusively on investing in innovation and what some of the major breakthroughs were in 2022 that the market might have missed while focusing closely on macroeconomic headwinds like interest rates and inflation. Ren explains why investors shouldn’t think of volatility negatively, and Brett answers the question: “Why should investors hold innovation strategies through downturns in the market?”
“Volatility is a sign of how early we are. Volatility feels bad on the downside, but it feels great on the upside.” – wintonARK Key Points From This Episode:* Everything Brett’s role entails as Chief Futurist as ARK * What the size and scale might be for the disruptive innovation opportunity * Why ARK focuses exclusively on investing in disruptive innovation * Why Brett believes ChatGPT was a major breakthrough * Some of the major breakthroughs the market might have missed in 2022 * Our belief that the market might be too focused on macroeconomic headwinds * What Brett would tell investors concerned about the inherent volatility in innovation * Making the case for an allocation to disruptive innovation in an investor’s portfolio * Why the broad-based benchmarks might be short innovation * The importance of maintain a long-term investment time horizon when investing in innovation * What innovation is happening in the private equity markets * Why ARK never changes its investment philosophy even in market turmoil * Answering the question: “Why should investors hold innovation strategies through downturns in the equity markets?” * Why investors should not try to “time” the market * Ren explains why volatility should not be considered a bad word * Companies seem to be holding elevated levels of cash on their balance sheets
There are many speculations about the future of artificial intelligence (AI), and in this episode, we hear the opinions and predictions of a player in the inner folds of the AI space. Naveen Rao is the CEO and Co-Founder of the machine learning (ML) training platform, MosaicML, and the former CEO and Co-Founder of Nervana Systems. Naveen shares insight into the thesis behind Mosaic and the practical applications of Large Language Models (LLMs), as well as the Generative Pre-trained Transformer-2 (GPT-2) to GPT-3 transition and the challenge of training models with the constraint of data limits. He predicts the evolution of AI models in terms of quantity, size, and function, and the future of computers in general. If you’re curious as to whether it makes sense to build smaller models or own your own model, this episode is for you. Tune in to hear Naveen’s opinions on the impact of AI on the economy, the danger of centralizing resources, what constitutes sentience, and much more.
“What we’re doing at Mosaic is building tools to enable more people to have access to these technologies. When it’s all centralized in one or two or three players, that creates a huge power dynamic.” — @NaveenGRao Key Points From This Episode:* Naveen Rao’s educational background and interest in synthetic intelligence. * What led him to start his first AI company, Nervana Systems. * The thesis behind MosaicML. * What MosaicML offers customers. * What Naveen considers to be 2022’s most exciting breakthrough in AI. * The innovation of ChatGPT. * The GPT-2 to GPT-3 transition. * The challenge of training models with the constraint of data limits. * Naveen explains the concept of synthetic data. * He predicts the evolution of AI models in terms of quantity, size, and function. * Why it makes sense to build smaller models and own your own model where possible. * Data as a moat component. * Practical applications of LLMs. * Naveen’s opinion on whether AI will disrupt the economy or increase Gross Domestic Product (GDP). * The danger of the centralization of resources. * How MosaicML is making trading more efficient given the limits AI is facing. * The efficiency improvements MosaicML customers are seeking out. * Naveen’s prediction for the rate of cost decline. * The history of the computer password. * The future of computers. * The question of what constitutes sentience. * Naveen recounts the acquisition process of selling Nervana Systems to Intel. * How the innovator’s dilemma will play out among competitors in the AI space. * Naveen’s advice for his past self.
It is officially the golden age of TV: no matter how and what you want to watch, there is a platform for you to find it. Nick Grous, Associate Portfolio Manager at ARK, is here to comment on the ongoing wars between Netflix, Disney +, Hulu, Amazon Prime, and other streaming platforms. It seems it is back to the basics for many of these platforms: a change in their digital approaches highlights adaptations in the advertising world. Nick looks at Netflix, the poster child subscription-based platform, and its struggle with users sharing passwords, and, how advertising may be used to mitigate losses. Nick explores the impacts of the pandemic, how the streaming platforms individually deal with competition, global advertising opportunities, advertising proficiencies, and so much more! Plus, you will hear why Nick thinks that Connected TV (CTV) could be the way of the future!
“In terms of competition, Netflix doesn’t just compete against HBO Max or YouTube, they compete against all leisure activity.” — @GrousARK Key Points From This Episode:* The subscription-based format of Netflix. * When the “streaming wars” began. * How Netflix managed continuous growth, despite speculation and doubts. * How streaming platforms are managing the ‘COVID hangover’. * Ad-supported video-on-demand (AVOD) versus subscription video-on-demand (SVOD). * Why Nick thinks Netflix will start AVOD. * How consumers approach and react to the advertising in their streaming services. * Advertiser’s approach to changes in the market. * The over-the-top (OTT) and Connected TV (CTV) advertising landscape. * Nick discusses Roku TV: a streaming media player. * Short-term turbulence versus long-term struggles in the streaming sphere. * The impact of the 2008 and 2009 recessions on advertising platforms. * Why cable and broadcasting are being left in the past. * Nick’s five-year predictions. * Nick’s show recommendations and his opinions on streaming pricing.
On this episode of the For Your Innovation podcast, we feature a special year-end episode of “In the Know” with ARK CEO/CIO, Cathie Wood. In the episode she answers investor questions ranging in topics including general market conditions, inflation, deflation, corporate earnings, interest rates, disruptive innovation, ARK’s investment process, supply-chain, and the outlook for 2023. As always, she discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation.
Specific questions Cathie addresses during the episode:1. Please share your thoughts on the 2022 market. 2. What is your market outlook for 2023 including the impact of innovation? 3. Given ARK’s strategies have fallen >70% from their peak in February 2021, why don’t you turn defensive as most managers would do? 4. You have been buying more Tesla and other stocks during the downturn. However, the stocks that you have increased your purchases have fallen further, and the overall decline in performance has accelerated. With interest rates and prices fluctuating so widely, will an investment focus on innovation work? 5. Investors appear hesitant to invest now for long-term growth, given the supply chain disruptions and the expected economic downturn due to rising interest rates. Why do you believe that now is a once-in-a-century investment opportunity? To watch the video version of In The Know, click here.
As the year comes to an end, we would like to thank everyone who listened to the FYI — For Your Innovation podcast. In this final episode of 2022, we compiled some of our most interesting podcast episodes for you. Please enjoy this summary and tune back in when we return in 2023.
1. Space, Business, and the Business of Space with Jared Isaacman from Shift4 Payments (Ep. 127)
Chief Futurist Brett Winton and Autonomous and Robotics Director of Research Sam Korus interview Shift4 Payments CEO and Chairman Jared Isaacman. Brett, Sam and Jared discussed the Polaris Dawn mission, Jared’s passion for spaceflight to further human space exploration, and some of the tangible philosophies that he took from SpaceX. (Listen to the full episode)
2. The Future of Web3 Games and Digital Ownership with Polygon Studios CEO Ryan Wyatt (Ep. 146)
Next Generation Internet Director of Research Frank Downing and Associate Portfolio Manager Nick Grous sit down with Polygon Studios CEO Ryan Wyatt to unpack The Future of Web3 Games and Digital Ownership. Ryan also comments more generally on the buy-in to decentralization, interoperability concerns, and his perspective on the realities of the metaverse. (Listen to the full episode)
3. Personalizing Private Wealth with Titan CEOs Joe Percoco and Clay Gardner (Ep. 151)
Analysts Max Friedrich and William Summerlin talk to Titan co-Founders and co-CEOs Joe Percoco and Clay Gardner about their mission to personalize private wealth. In that episode, you’ll hear how Joe and Clay met and founded their online investment platform, their mission and vision, how they remove the ‘middleman’ in hedge-fund-like investing and more. (Listen to the full episode)
4. Breaking Down Biotech Innovations with Dr. Bob Langer (Ep. 156)
Analyst Ali Urman and ARK advisor Dr. Charlie Roberts are joined by MIT professor, chemical engineer, scientist, inventor, and investor Dr. Bob Langer. Dr. Langer has over 1,400 granted or pending patents, has been cited 374,000 times and counting, and was a co-founder of Moderna. In the episode, Ali, Dr. Langer and Dr. Roberts discuss emerging biotechnologies, the potential of artificial intelligence (AI) in healthcare and potential time-to-market accelerators for new therapies and vaccines. (Listen to the full episode)
5. Innovation is the Ultimate Leveler with Steve Case (Ep. 164)
Steve is one of America’s most renowned entrepreneurs as a co-founder of America Online (AOL). Currently, Steve serves as chairman and CEO of Revolution LLC, which focuses on investing in the next generation of founders, especially in the 47 states outside of California, New York and Massachusetts. In the episode, Steve and our CEO Cathie Wood discuss why he thinks entrepreneurs are vital, the value of research toward innovation, why Steve thinks you should be optimistic for the future of America. (Listen to the full episode)
“Check out the FYI – For Your Innovation Podcast ‘Best of 2022’. Because investing in innovation starts with understanding it. #FYIpodcast”
We are pleased to introduce the ARK Crypto Brainstorm; a quarterly conversation between a rotating group of experts in the crypto space, The ARK Crypto Brainstorm will be published through the For Your Innovation podcast channels and aims to be an informative and in-depth conversation on the current state of the ever-changing crypto landscape with experts offering diverse viewpoints.
In the first episode of the ARK Crypto Brainstorm, ARK Cryptocurrency Analyst Yassine Elmandjra and Chief Futurist Brett Winton hosted five leaders in the crypto space including:
Alex Gladstein
CSO, Human Rights Foundation
Alex Gladstein is Chief Strategy Officer at the Human Rights Foundation. He has also served as Vice President of Strategy for the Oslo Freedom Forum since its inception in 2009. In his work, Alex has connected hundreds of dissidents and civil society groups with business leaders, technologists, journalists, philanthropists, policymakers, and artists to promote free and open societies.
Chris Burniske
Partner, Placeholder
Chris Burniske is the Partner at Placeholder VC, a venture capital firm that invests in decentralized networks and web3 services. Chris is also the author of Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond, and he formerly led Crypto research at ARK.
Dhruv Bansal
Co-Founder and CSO, Unchained Capital
Dhruv Bansal is the Co-Founder and CSO at Unchained Capital, a bitcoin native financial services company offering collaborative custody multisignature vaults and loans for bitcoin holders. Prior to Unchained Capital, Dhruv was the co-Founder and CSO at Infochimps, a cloud service that streamlines building and managing complex big data environments and distills analytics.
Eric Wall
Crypto Blogger
Eric Wall is a Stockholm-based software engineer and cryptocurrency trader. He works at a financial IT infrastructure provider as a blockchain and cryptocurrency domain expert and holds a M.Sc.Eng. in Information and Communication Engineering Technologies from the Faculty of Engineering (LTH), Lund University, where he specialized in blockchain technology.
Nic Carter
Founding Partner, Castle Island Ventures
Nic Carter is a founding partner at Castle Island Ventures, a venture capital firm focused exclusively on public blockchains. Before founding Castle Island, Nic worked for Fidelity as their first cryptoasset analyst, where he devised research perspectives on public blockchains. He is the cofounder of Coin Metrics. He holds a degree in philosophy from the University of St Andrews and an MSc Finance and Investment from the University of Edinburgh.
Key Points From This Episode:* 01:00 Potential sources for additional fallout in the cryptocurrency market * 06:32 Why might Binance’s auditor have quit * 10:11 Binance’s current situation generally, and what might the company’s future look like * 12:10 Game theory on calling out crypto scams * 15:53 What the future could be for Tether * 20:23 How US Treasury assets could be instrumentalized * 22:20 Would a potential collapse of Tether be positive for Bitcoin? * 26:13 How crypto regulation plays a role in the long-term * 30:28 How Fidelity can impact Bitcoin * 34:09 What the future might hold for the decentralized finance (DeFi) industry * 42:49 Bitcoin’s relative strength among a variety of other crypto crashes * 49:07 The prospects for Bitcoin’s price movement in the near term * 53:15 General thoughts on the collapse of FTX * 55:58 Is Solana dead or can it come back into favor? * 01:00:17 How the NFT ecosystem compares to the rest of the Ethereum ecosystem * 01:18:06 What are some optimistic viewpoints in crypto despite considerable recent volatility * 01:21:21 How government policy and regulation could shape the crypto market
In this virtual, remote, distant world we need to make sure that the technologies that support us can transfer information that is accurate, safe and trusted. For today’s episode, we had Dr. Alex Cahana join us to speak about the role Distributed Ledger Technologies will play in shaping business, health systems, and definitions of community […]
From manufacturing to universities, companies and institutions are in turmoil across the board. During the time of COVID-19, businesses are being forced to look for better, faster, or cheaper solutions to the problems that they’re facing. Increasingly new technologies can provide help. We take a look at how businesses, brands, organizations, public services, and institutions […]
The current coronavirus (COVID-19) pandemic has saturated media across the globe. The information available to us is vast, expansive, and can be all-consuming. But a lot of this information is, understandably, geared heavily toward medical and social topics. In this episode, we explore the impact of covid-19 on fintech companies. We ask the question, what […]
This week we are joined by Chip Paucek, 2U’s Co-Founder and CEO. 2U is one of the leading online education software platforms. At ARK we often say disruptive innovation gains traction in tumultuous times. There’s perhaps no better example than in the education space. For six years 2U noted that one of the biggest challenges […]
As the coronavirus (COVID-19) continues to strengthen its grip across the globe, it’s natural to feel a sense of dread and despair. However, we believe that tumultuous times can be the best catalysts for innovation, and this pandemic is no exception. In this episode, Simon Barnett and Ali Urman, ARK’s genomics analysts, are here to […]
Here at ARK we are always talking about disruption and now we are faced with huge disruption. The coronavirus outbreak has massive implications on many levels for the whole world, not least of which is the need for many people to work remote where possible. This episode is a discussion about what that looks like […]
Our guest for this week’s episode is Nic Carter, Partner at Castle Island Ventures and Cofounder of Coinmetrics.io. In this episode, we dive deep into some of Nic’s current cryptocurrency obsessions. We start off covering the history of Bitcoin’s predecessors, leading to an interesting realization that the crypto industry today may be forgetting the lessons […]
Today’s guest is Matt Zeiler, Founder, and CEO of Clarifai. Clarifai is one of the first startups to apply modern deep learning for image recognition. Their tools are currently used by clients like Staples, OpenTable, and the US Department of Defense (DoD). In this episode, Matt sheds light on the company’s founding story and how […]
The Coronavirus (COVID-19) is dominating most headlines of every news channel in the world. To learn more about this virus and its implications we talked to Professor Isaiah Arkin. He is the Arthur Lejwa Prof. of Structural Biochemistry at Hebrew University of Jerusalem and the former Vice-President for Research and Development at the University. He […]
This week’s guest is Chip Wilson, entrepreneur, philanthropist and most notably, the founder of apparel company Lululemon. Long before Apple and Tesla opened their owned stores, Lululemon pioneered the concept of vertical retail in North America. Unlike other sports apparel companies that sold to retailers, Lululemon designed products were sold exclusively in its own stores. […]
Eleven years since the creation of Bitcoin, its security model is still not agreed upon. Our guest today goes by the Twitter pseudonym Hasu (@hasufl), an independent cryptocurrency researcher who publishes work on the subject of non-sovereign money and has taken a recent interest in Bitcoin’s security model. We kick off our conversation with a […]
Blood is a crucial supportive therapy within healthcare. Approximately 18 million blood components including red cells, platelets, plasma, cryoprecipitate, and a small amount of whole blood are collected each year in the United States, meaning it is of critical importance that blood remains pathogen-free. Today’s guest is Dr. Larry Corash, the co-founder and chief scientific […]
On the podcast this week, we have Will Hershey, cofounder and CEO of Roundhill Investments, to help us breakdown Esports and the Gaming Industry. Will is responsible for the company’s indexing, research, and product development efforts, in addition to firm-level partnerships and operations. Before founding Roundhill in 2018, Will served as the Head Trader with […]
Join James Wang as he interviews Cathie Wood (CEO and CIO at ARK Invest) on our recently published Big Ideas 2020 report. On this podcast Cathie will share her perspective on some of the biggest breakthroughs ARK believes should not be missed in the coming year.
As we wrap up 2019, we would like to thank everyone who listened to the FYI — For Your Innovation podcast. We received incredibly positive feedback for our podcast show and had some truly amazing guests in the past year, ranging from world class geneticists to founders and CEOs. In this final episode of 2019, […]
In today’s episode, we welcome Manu Sharma and Brian Rieger from Labelbox, a private company which we believe is leading training data solution for machine learning. We have had many conversations on this show about artificial intelligence from a hardware and algorithm perspective, but data is just as important. All production AI systems are based […]
We are joined by Bryan Catanzaro, Vice President of Applied Deep Learning Research at NVIDIA. In his early career he built some of the original deep learning libraries and worked at Baidu in the specific field of deep speech. In 2016 he returned to NVIDIA and has been there since, exploring the ever-evolving field of […]
Isn’t everyone talking about streaming wars? This may seem like a new phenomenon, but it all started in 2007 when Netflix introduced streaming for the first time. With Disney Plus and Apple TV gaining traction, we are exploring what the future of streaming might look like and how it could shape the media landscape. On […]
We are joined by Ro Gupta, the CEO of Carmera to discuss his contribution to an autonomous future. Carmera is a private company that makes real time HD maps for autonomous driving. We talk about his own history and early interest in transportation before diving into the development of digital maps and the apps that […]
On this episode of FYI we welcome Eric Vishria, General Partner at Benchmark. Benchmark is a one-of-a-kind venture capital firm based in San Francisco, opting to operate with a small team of just 5 to 7 general partners and no junior partners or other team members. They have helped to bring to market iconic companies […]
On this FYI episode, we are joined by Sean George, CEO and co-founder of Invitae one of the innovative frontrunners in the medical genetic testing space. (This episode was recorded: Sep. 10, 2019) Invitae is driven by the provision of affordable genetic testing, clinical-grade accuracy, and transparent reporting practices. In asking different questions than anyone else […]
Today’s episode is part two of the discussion with Professor Yaakov Nahmias, the Israeli biomedical engineer and innovator. We discuss his startup, Future Meat Technologies, a company funded by Tyson Foods, which is poised to develop the next generation of cultured meat. Initially when someone proposed the idea of cultured meat to him, Yaakov thought […]
Today on the podcast we are joined by Ric Edelman, the founder and chairman of Edelman Financial Engines and author of The Truth About Your Future. We also have our very own Cathie Wood join us for the conversation as we look at the current state of bitcoin and cryptocurrencies, a decade after they emerged […]
On the podcast today, we are joined by Steve Forbes, Chairman and Editor in Chief of Forbes Media Group. Together with ARK CEO and CIO Cathie Wood and ARK analyst James Wang, we have a fascinating chat with Steve on the market, the modern media landscape, and the trustworthiness of cryptocurrencies. The podcast starts off […]
In this episode of the FYI—For Your Innovation podcast, we welcome Professor Yaakov Nahmias from the Hebrew University. Yaakov is an Israeli bioengineer and an award-winning, industry-leading expert in his fields, who has worked in 3D printing and cellular research for the majority of his career. This two-part conversation will cover his work at Tissue […]
For today’s show we welcome Brett Winton, ARK’s Director of Research, to discuss his recent white paper titled Disruptive Innovation – Why Now? The main idea of the paper explores innovation today and how the convergence of five major innovation platforms compares to other innovation periods in our history. Brett details the five technologies that […]
Andrew Feldman, co-founder and CEO of Cerebras, joins us this week to discuss the Wafer Scale Engine, or WSE, an AI chip that is 50 times larger than the largest chips produced by Nvidia and Intel. This radical design has raised a lot of eyebrows and it is already being heralded as the biggest breakthrough […]
On this week’s episode, we are joined by Matt Heider, CEO of Nautilus Labs, to continue the series on looking at startups as a lens to learn about innovation. Nautilus Labs is a maritime tech company that aims to advance the efficiency of ocean commerce. Nautilus is building software solutions for global shipping companies in […]
Last week was Part 1 of our conversation with Akram’s Razor where he gave his account of how the crypto crash of 2018 impacted Nvidia and AMD. This week, Akram and James go through Nvidia’s data center business in depth and assess the growing competitive landscape for AI accelerators, from cloud and startup companies alike. […]
On the show today we are joined by Seeking Alpha contributor, Akram’s Razor, to bring to you a Nvidia podcast in two parts, focused on the company, semiconductors, and beyond. Akram has published numerous articles on semiconductors, software, and macro. He notably forecasted the global crypto crash of 2018 and its impact on Nvidia, an […]
This week on For Your Innovation, we are talking to Morgan Dunbar, partner at Bendigo Partners, a firm that specializes in the global financial technology industry as both a principal investor and operational advisor. In addition to that, Morgan is managing partner at AIR Summit, a network and conference targeted at the capital market industry […]
On today’s episode, we are joined by our first ever anonymous guest, who goes by the name of Dylan. James came across him on Twitter and was inspired by his fresh and innovative insights on semiconductors. Dylan works in data science for a large company, but is interested in semiconductors and AI as a personal […]
Joining us on this episode are ARK analysts Yassine Elmandjra and Max Friedrich. Today we talk about the headlines that Facebook has made in recent months, particularly in relation to their plan to launch their own cryptocurrency in 2020. We discuss what Libra is and how it will be governed, what the role of the […]
On this week’s episode of For Your Innovation, we’re talking to ARK analyst Nick Grous about the booming market for smart speakers. In just over four years, devices like Amazon Echo and Google Assistant have gone from niche toys to a mainstream device that’s found in many people’s homes across the world. We have a […]
On today’s episode we welcome back our very own James Wang to talk about the future of AI hardware and his recent talk at the CogX event. With a definite move back towards fabrication and production of chips in Silicon Valley, the future of technology in both America and abroad is in just as much […]
On the show today we are joined by Zach Hascoe, co-founder of Say, a company dedicated to giving a voice to all shareholders. Say is an innovative investor communications platform that appears to be transforming the way that companies and shareholders communicate and interact. They are doing this through a verification and democratization process, in […]
Today on FYI – For Your Innovation we are joined by George Church, Ph.D. for a high-level discussion with ARK’s genomics analysts, Simon Barnett and Manisha Samy, on the current and future status of the field of genetics. Professor Church is a pioneer of synthetic biology and an influencer in the field of genomics. He […]
On today’s episode your host and ARK analyst, Tasha Keeney, sits down with the chairman of Materialise, Peter Leys. Materialise NV (“Materialise”) is a leading 3D printing firm that specializes in software and solutions for 3D printing for the medical and manufacturing space. You might know the company for their Materialise Build Processor, one of […]
On today’s show we welcome Dr. Daniel Chen MD PhD, formerly Vice President, Global Head of Cancer Immunotherapy at Genentech/Roche and now Chief Medical Officer at IGM Biosciences to continue our current exploration of immunotherapy in the fight against cancer. In April we spoke to Charles Graeber, author of The Breakthrough, and today we are […]
Today on the show we are joined by Jeffrey Ding, creator of the ChinAI newsletter. He is here to tell us all about his work in the AI field and his focus on translating the developments from China to a more western audience. We start off by talking about the reasons why he started his […]
Today Nicolas Crouzet and Filippo Mezzanotti, join us to talk about their research paper (joint with Ph.D. student Apoorv Gupta), which explores the digital wallet adoption in India, after the country voided the two largest denominations of its fiat currency in circulation in 2016. Both Nicolas and Filippo are professors of finance at Northwestern University’s […]
Today’s guest is Charles Graeber (@charlesgraeber), author of the book The Breakthrough: Immunotherapy and the Race to Cure Cancer. Charles tells us about the amazing strides that have been made recently in finding a cure for cancer. The progress is so notable that Charles was comfortably able to use the word ‘cure’ in the book’s […]
On today’s episode, James Wang, web analyst at ARK Invest, joins us again to provide his always valuable insights—this time about IT and the cloud. While these topics may not seem as exciting as more talked about tech topics, interestingly enough we believe enterprise computing is valued at an estimated four trillion dollars. James talks […]
On the show today we welcome Professor Steve Masiclat (Newhouse School, Syracuse University) to explain his ideas around the innovation pipeline and the issues he sees arising when it comes to reaching the next level of disruptive innovations. Buckle up for this episode, as we are diving deep into AI and big data. In our […]
On today’s episode, Yishai Fraenkel, Director General and Vice President at The Hebrew University of Jerusalem joins us to give insight into the interesting topic of Israeli innovation. He has nearly 20 years of experience with Intel, where he worked in new technology, with a focus on artificial intelligence and computer vision and has now […]
On this episode we share highlights from a recent event hosted by ARK Invest called “Adapting to Fintech”. Nicolas Grous, ARK’s Trading and Research Associate and Max Friedrich, ARK’s Fintech Analyst, are presenting clips from the event’s panel discussion and delve further into the topics explored. Adapting to Fintech offered an in-depth analysis into how […]
On the show today we welcome none other than Azeem Azhar, early stage investor and founder of the Exponential View newsletter and podcast. Azeem is here to talk to us about his own work in covering the latest and most innovative developments in technology as well as comment on the current startup and tech landscape, […]
Food delivery platforms like GrubHub, Uber Eats, and Meituan are taking over the world. In this episode, ARK Internet Analyst James Wang shares his insights on the food delivery business and why he thinks this industry is about to take off now. He talks about the changing nature of our food consumption patterns and admits […]
On the show today we welcome Andreas M. Antonopoulos (@aantonop) to chat with us about his perspectives on the current crypto space, the contrasting developments of Bitcoin and Ethereum, and the massive role that design choices play in the future of these two currencies. We also welcome cryptocurrency analyst Arjun Balaji (@arjunblj) as a co-host […]
In this episode of FYI, we chat with Siraj Raval, Director of the School of AI, data scientist, entrepreneur, and much more. Siraj is a leading YouTube educator on the topic of AI and has helped half a million subscribers stay abreast of AI and the latest developments in the field. Today we discuss what […]
In this episode we are joined by special guest Eric Berger, the senior space editor for Ars Technica, as well as our very own automation, energy, and space analyst at ARK Invest, Sam Korus. Together we deep dive into the space industry, particularly the rocket industry, and discuss a new area of space exploration. We […]
Today we are thrilled to be in Fremont, CA with Tesla CEO Elon Musk. In this episode Tasha Keeney, Analyst at ARK Invest and Cathie Wood, Founder, CEO, and CIO at ARK Invest chat with Elon about the future of Tesla and autonomous driving. The podcast conversation kicks off by sizing the upcoming boom in […]
We are joined by our very own automation, energy, and space analyst, Sam Korus. Our topic of conversation is automation in the food industry and how robotics “in front and back of house” might change the industry. A simple reaction to more automated jobs is that it decreases the demand for human roles. However, Sam […]
Welcome back to FYI, the For Your Innovation Podcast from ARK Invest. Today on the show we are joined by two special guests. First we have, Catherine Wood CEO and CIO of ARK Invest, as well as a her mentor, former professor, and advisor to ARK Investment Management LLC, Dr. Art Laffer. You might know […]
In this episode we are joined by our very own crypto-analyst, Yassine Elmandjra, to talk about the idea that Bitcoin is becoming increasing centralized. This narrative has been growing over the last while with bigger entities supposedly controlling larger portions of the blockchain. Yassine shares his perspectives, ultimately showing that this argument has some serious […]
Our guest today is ARK’s very own Director of Research, Brett Winton. He is here on the podcast today to talk about the recent article he published titled Moore’s Law Isn’t Dead, It’s Wrong. Long Live Wright’s Law. In his piece and during this conversation, Brett unpacks the concepts in question and what sparked his […]
On the show today we welcome Chris Burniske of Placeholder, a venture capital firm that invests in cryptoassets. Chris is a friend and former colleague of ours at ARK Invest and he will be discussing all the latest developments in the crypto space as well filling us in on Placeholder’s projects and founding ideas. Yassine Elmandjra […]
Welcome back to another episode of the For Your Innovation Podcast. Today on the show we are joined by Sam Korus, ARK’s Thematic Analyst covering robotics, energy storage, and space exploration. In this episode we are going to talk about the fundamental materials you need to build a future powered by electric vehicles and digging […]
On the show today we welcome Professor Henry Greely from Stanford to talk a about the recent developments in the genetic field and particularly the latest controversy around CRISPR technology. Professor Greely is the Director at the Center for Law and Biosciences at Stanford, he’s a Professor of Genetics at the Stanford School of Medicine, […]
Welcome back to a new episode of FYI, For Your Innovation Podcast, a podcast exclusively focused on disruptive innovation. Today on the show Yassine Elmandjra will be co-hosting the podcast with James Wang. We will be diving into the recent announcements at the AWS re:Invent Conference and what it means for the cloud computing space […]
In this episode of the For Your Innovation Podcast, we chat with Horace Dediu of Asymco about his ideas on micromobility. With the unpredictable and burgeoning market that Horace is immersed in and fascinated by, there is so much to unpack and discuss in terms of possibilities and implications. This discussion offers a large array […]
Welcome to FYI, the For Your Innovation Podcast. This show offers an intellectual discussion on technologically enabled disruption, because we believe that investing in innovation starts with understanding it. Today on the show we welcome on Tasha Keeney, Analyst at ARK Investment, who covers autonomous transport and 3D printing. ARK is a leading investment manager […]
Welcome to FYI! ARK’s podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs. In every episode ARK and guests provide a unique perspective on how to best understand disruptive innovation. We shine light on research, reports, and expert opinions, with the goal to discuss what […]