FYI - For Your Innovation

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: @publicinvestX: 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: @publicinvestX: 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 productivityThe similarities and differences between AI adoption and the rise of cloud computingCompetitive pressures driving AI adoption in businessesThe role of AI in software automation and workflow optimizationHow 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: @publicinvestX: 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: @publicinvestX: 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 InvestLorenzo Valente: Director of Research, Digital Assets, ARK InvestSkot9000: Creator of BitaxeJose Rios: Former VP, AI and Datacenter Group, IntelRobert Warren: Author, Bitcoin Miner’s AlmanacRod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode: 00:01:00 Cathie’s thoughts on open-source development vs. closed00:05:50 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 demand00:39:00 Exogenous use cases for bitcoin miners00:43:10 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: @publicinvestX: 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: @publicinvestX: 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: @publicinvestX: 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: @publicinvestX: 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: @publicinvestTwitter: 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: @publicinvestTwitter: 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 InvestMatt O’Dell: Managing Partner, Ten31 and Co-Founder, Bitcoin ParkAdam Back: CEO, BlockstreamMatt Corallo: Open Source Engineer, SpiralFrank Downing: Director of Research, Next Generation Internet, ARK InvestRod Roudi: Co-Founder, Bitcoin ParkKey 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: @publicinvestTwitter: 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: @publicinvestTwitter: 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: @publicinvestTwitter: 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: @publicinvestTwitter: https://twitter.com/public

In this episode of FYI, ARK Chief Investment Strategist Dr. Charles Roberts and ARK Analyst Nemo Despot, PhD speak with David Baker, Nobel Prize-winning scientist and pioneer in protein engineering. Baker shares insights into his revolutionary work on Rosetta and the evolution of AI-driven protein design tools. With advances in technologies like RoseTTAFold and generative AI, he discusses how the field is moving towards designing proteins that can neutralize pathogens, catalyze chemical reactions, and potentially combat neurodegenerative diseases. Charlie and Nemo also examine the implications for healthcare, aging, and drug discovery as Baker envisions a future where synthetic biology and AI enable groundbreaking therapeutic options.Key Points From This Episode:Introduction of David Baker and his achievements in protein design and engineering.RoseTTAFold’s evolution and its role in advancing protein structure prediction.How protein design could impact healthcare and the development of new therapies.The use of generative AI and diffusion models in protein design for medical applications.Challenges of modeling protein function and dynamics with current AI models.Potential of AI-designed proteins in applications like cancer therapy and neurodegenerative diseases.The role of multiomic research in understanding causality and improving drug efficacy.The implications of synthetic molecular machines for nanotechnology.Integrating computational and experimental methods in protein engineering.Future directions for protein design in therapeutic development, including custom protein-based solutions for disease.

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: @publicinvestTwitter: 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: @publicinvestTwitter: 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 InvestGrant Gilliam: Co-Founder and Managing Partner, Ten31Barry Deen: CEO, Bitvora Inc.Joe Kelly: Co-Founder and CEO, UnchainedYassine Elmandjra: Director of Digital Assets, ARK Invest Rod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode:00:01:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests00:04:09 bitcoin may be at all-time highs (as of October 30, 2024), but it seems like bitcoin attention is no longer at a fever pitch00:12:10 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 tool00:41:41 The global adoption of bitcoin is still very low, and simply making it accessible can be its next leg of growth00:53:14 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.comLearn more about Bitcoin technology investment firm, Ten31: Ten31.vcLearn more about Bitcoin and Lightning payments API, Bitvora: Bitvora.comLearn 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.

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: @publicinvestTwitter: 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 launchTesla unveiled its Cybercab autonomous taxi and we discuss what it was like to ride in first handFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: 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 transportbioRxiv 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 Intro00:00:52 An Overview of Cerebras, and Their Plans to IPOFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public The Rundown: https://podcasts.apple.com/us/podcast/the-rundown/id1726048251To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: 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: @publicinvestTwitter: 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: @publicinvestTwitter: 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 KimKey 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: @publicinvestTwitter: 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: @publicinvestTwitter: 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 SharmaKey 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 CapitalCathie Wood: Founder, CEO and CIO, ARK InvestDr. Art Laffer: EconomistKey Points From This Episode: ARK’s early interest in bitcoinHow Dr. Art Laffer was first introduced to bitcoinSome history of money, as told by Dr. Art LafferBitcoin's monetary policy and how it relates to supply-side economicsBitcoin's positioning as private money in the world stageInherent anonymity of bitcoin and its importanceThe 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 toolA discussion around the economic ROI of AIFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: 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 FanninKey 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: @publicinvestTwitter: https://twitter.com/public

In this episode of FYI, Brett Winton, ARK’s Chief Futurist, engages in a compelling conversation with Rob Wolcott, author of Proximity: How Coming Breakthroughs Will Transform Business, Society, and Daily Life. They explore how digital technologies are pushing production and value creation closer to the moment of demand, reshaping industries from manufacturing to healthcare. Rob discusses the concept of proximity and its implications for business strategy, resilience, and customization, offering insights into the future of technology and its impact on our daily lives."In the future, all content will be produced in real time for an audience of one." - Rob WolcottKey Points From This Episode:Introduction to Rob Wolcott and his book, Proximity: How Coming Breakthroughs Will Transform Business, Society, and Daily Life.The fundamental differences between digital and industrial-age technologies.How proximity can predict the future direction of industries.The impact of proximity on manufacturing, including the role of additive manufacturing.The role of AI in enhancing proximity by providing real-time, customized content.The implications of proximity for healthcare, particularly in early diagnosis and personalized treatments.Discussion on the economic and strategic benefits of reshoring and localized production.The potential societal effects of increased atomization through technology.The role of humanoid robots and autonomous vehicles in a proximate world.Predictions on how proximity will continue to evolve and influence various sectors.

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: @publicinvestTwitter: https://twitter.com/public

On this episode of FYI, ARK’s Chief Futurist Brett Winton and Venture Capital Research Associate Chase Prather welcome Ilya Strebulaev, author of "The Venture Mindset" and a professor at Stanford University. With over 20 years of experience teaching private equity principles and venture capital, Ilya shares invaluable insights from his book. The conversation covers the unique decision-making approaches of venture capitalists, the importance of embracing uncertainty, and practical applications of the venture mindset for corporate leaders and investors. "Conviction beats consensus every single time in the venture capital environment." - Ilya Strebulaev Key Points From This Episode:Introduction of Ilya Strebulaev and his background.Discussion on the importance of a venture mindset in decision-making.The concept of "agree to disagree" and its significance in venture capital.Examples of successful and unsuccessful corporate venture investments.The role of charisma and resilience in identifying great founders.Differences between corporate venture funds and traditional VC firms.The impact of leadership and long-term incentives on corporate innovation.The necessity of dynamic decision-making in uncertain environments.The future of artificial intelligence (AI) in venture capital and its limitations.The importance of structured decision-making processes in organizations.

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 declinesIf 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 energyFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: 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- Insights into the deployment challenges and future potentials of AI in business- The role of agentic systems in advancing AI applications- The impact of open source on innovation and the AI industry- Distribution and data generation in AI's effectiveness