
FYI - For Your Innovation
308 episodes — Page 4 of 7

George Church: Decoding the Future of Genomics
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 readsBalancing privacy with blockchain in genomicsThe potential of DNA as a universal data storage mediumAdvancements and challenges in writing DNA for data encodingThe growing importance and integration of multiomic approachesHow AI and high-throughput screening revolutionize drug discoveryInsights into startups from George's lab leveraging machine learning and multiomicsRevolutionary research on aging: targeting multiple pathways simultaneouslyThe concept of protective gene therapies against all virusesEmerging technologies in genome synthesis and developmental biology

The State of Energy Innovation & A New Era for EVs | The Brainstorm EP 42
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 developmentThe EV landscape is changingFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Bitcoin Custody – Securing the Future
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, BlockTyler Campbell: VP, Custody Support, UnchainedRob Hamilton: Co-Founder and CEO, Anchor WatchRick Schonberg: Head of Custody, Foundations and Trading, CoinbaseNVK: CEO, CoinkiteYassine Elmandjra: Director of Digital Assets, ARK Invest Cathie Wood: Founder, CEO and CIO, ARK InvestRod 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 guests00:12:48 Bitcoin custody represents a significant paradigm shift in how people control their assets00:16:36 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 money00:46:39 NVK gives a brief overview of bitcoin transaction fees00:54:39 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 industry01:04:11 Countries are now offering tax relief to attract early investors in bitcoin that have significant gains on their digital assets01:06:44 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-paperLearn more about Bitcoin Park: bitcoinpark.comSearch “Bitcoin Park” in your favorite podcasting app and subscribe: https://podcasts.apple.com/us/podcast/bitcoin-park/id1646515985

Peter Diamandis and Cathie Wood on Longevity, AI, and Bitcoin
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 extensionThe significance of genome sequencing and editing in longevity and healthPeter Diamandis' journey in longevity, mentioning various technological advancesThe potential and implications of AI, robotics, and their convergence in future technologiesDiscussion on the financial markets, investment trends, and the impact of biotechInsights into Bitcoin's resurgence and its role as a digital financial layerThe debate on the pace of AI development and ethical considerationsFuture predictions for AI applications and the transformative potential of BitcoinReflections on the importance of investing in innovation and the future's technological landscape

NVIDIA Charges Forward in the AI Era and Gaming’s “YouTube Moment” | The Brainstorm EP 41
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 productsGaming may be having it's "YouTube moment"For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

The Power Of Fitness Wearables with Stanford’s Dr. Michael Snyder
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 biologyGenomics in medicine: predictive and preventive careThe role of AI and machine learning (ML) in unraveling complex genetic diseasesLeveraging wearables for continuous health monitoring and disease predictionThe importance of longitudinal data in understanding individual health trajectoriesRemote monitoring and micro-sampling: the future of healthcareImpact of lifestyle choices on health and disease preventionThe potential of the human cell atlas and spatial methods in pathologyChallenges of integrating comprehensive omics data into clinical practiceThe vision for a future where healthcare is personalized, predictive, and preventive

Ethereum's Dencun Upgrade and The Starship Launch | The Brainstorm EP 40
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 upgradeSpaceX Starship launchFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

CEO Don Burnette: Kodiak's Autonomous Trucking Innovations
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_burnetteKey Points From This Episode:Introduction to Don Burnette and Kodiak Robotics' mission in autonomous truckingThe evolution of Don's career from Google to founding Kodiak RoboticsDiscussion on the importance of proprietary data in advancing autonomous truckingKodiak's approach to real-time perception over traditional mapping for navigationHighlighting the significance of Kodiak's 2.5 million miles of driverless dataThe role of partnerships in developing and deploying autonomous trucking solutionsThe strategic advantage of not relying on predefined maps for route navigationKodiak's innovative strategies for safety and redundancy in driverless technologyThe impact of AI advancements on Kodiak's autonomous driving technologyFuture outlook and the readiness of autonomous trucking technology for deployment

Rivian’s New Vehicles and Starlink May Be Coming to Your Device Soon | The Brainstorm EP 39
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 VehiclesStarlink Has a New Direct-to-device ServiceFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Andre Iguodala and Evan Turner: NBA Stars and Venture Investors
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 pursuitsTransitioning from competitive teammates to lifelong friends and business partnersChallenges and stereotypes faced as young professional athletesThe journey from the basketball court to the venture capital arenaThe significance of mentorship and financial literacy in their careersEmphasis on community impact and responsible investmentExploration of tech startups and the value of education in their venturesThe role of networking in accessing venture capital opportunitiesThe importance of leveraging their platform for tech engagementReflections on personal growth and the impact of their investments

Reviewing the AI Battlefront | The Brainstorm EP 38
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 productivityA discussion around Klarna's new assistantGoogle faces challenges innovating in the AI spaceFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

An Overview Of Bitcoin Mining
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 DeveloperTrey Kelly: Founder, Chairman and CEO, GRIIDSteve Barbour: Founder and CEO, Upstream DataJohn Stefanopolous: Founder, FutureBitBenjamin Yi: Executive Chairman, Riot PlatformsYassine Elmandjra: Director of Digital Assets, ARK Invest Cathie Wood: Founder, CEO and CIO, ARK InvestRod 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 guests00:08:41 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 consumption00:33:54 Why bitcoin mining is at the convergence between energy and money00:40:49 How bitcoin mining is more about optimizing energy use than it is about earning bitcoin00:47:21 Exploring why so many questions are asked about the energy consumption of bitcoin00:54:29 Bitcoin mining may be able to decrease the end balances that energy rate payers are charged00:59:33 What does the future of bitcoin mining look like?01:08:01 Bitcoin mining represents massive convergences across industries and the digital and physical worldsLinks Mentioned in this Episode:Learn more about Bitcoin Park: bitcoinpark.com

Resurrecting the Woolly Mammoth: CEO Ben Lamm's Colossal Quest
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 ColossalColossal aims to bring the woolly mammoth back from extinction, inspired by George ChurchConvergence of AI, automation, and biotech in de-extinction and conservation effortsFormBio: A spin-off providing AI tools for cell and gene therapy, aiding in biotech researchThe role of computational biology and gene editing in reconstructing extinct speciesThe potential ecological benefits of reintroducing extinct species like the woolly mammothColossal's involvement in conservation efforts and genetic rescue, beyond de-extinctionChallenges and advancements in xenotransplantation and disease resistance in wildlifeRegulatory considerations for biotech innovations in de-extinction and gene editingLamm's admiration for innovative minds like George Church, breaking barriers in science

Walmart Acquires Vizio & The ECB Challenges Bitcoin | The Brainstorm EP 37
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 VizioThe European Central Bank criticizes BitcoinFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Anthony Noto: SoFi CEO
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 technologySoFi's growth from a student loan company to a comprehensive financial platformRole of artificial intelligence (AI) and machine learning (ML) in enhancing customer service and fraud detectionSoFi's approach to creating a diversified financial services ecosystemThe importance of building trust and brand recognition in the financial sectorLaunch of alternative investment vehicles on SoFi InvestExploring why Anthony Noto knew he needed to purchase the rights to a stadiumThe concept of democratization in financial services and its future implicationsGalileo's role in SoFi's ecosystem as a technology platform for banking servicesAnthony Noto's reflections on SoFi's journey and future innovation opportunities

RewindAI CEO Dan Siroker | The Brainstorm EP 36
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:RewindAIFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/publicFor more on RewindAI: https://www.rewind.ai/

Big Ideas 2024
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-2024This 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 EpisodeConverging Technologies Are Generating A Historic Technological WaveAI Serves As The Central Technology Catalyst AI Is Accelerating Faster Than Forecasters AnticipatedDiscontinuous Changes In Macroeconomic Growth Are The Norm, Thanks To TechnologyTechnological Innovation Could Be Disruptive Enough To Dominate Global Equity Market Capitalizations The Cost Of Authoring The Written Word Has CollapsedMonetary PolicyM2 Money Supply vs. CPI: Year-over-YearFederal Funds Rate vs. YoY Headline CPIReal Federal Funds Target RateYield Curve 10 Year Treasury Yield Minus 2 YearNew Tenant Rent IndexWCI Composite Container Freight Benchmark RateGlobal Supply Chain Pressure Index (GSCPI)Bloomberg Commodity IndexMetals/Gold Ratio vs. US 10 Year TreasuryBitcoin To Gold Ratio (Log)Investment Grade and High Yield Index Credit Default Swaps

$7 Trillion For Chips and Drug Pricing | The Brainstorm EP 35
$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 ChipFear and Regulation in AIDrug PricingFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Apple Vision Pro | The Brainstorm EP 34
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 ProMeta's VR and AITesla in Big Ideas 2024For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

The Bitcoin ETF: A Tipping Point?
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, WyomingPerianne Boring: CEO and Founder, Chamber of Digital CommerceEric Balchunas: Senior ETF Analyst, BloombergAlex Thorn: Head of Research, Galaxy DigitalOphelia Snyder: Co-Founder and President, 21SharesYassine Elmandjra: Director of Digital Assets, ARK Invest Cathie Wood: Founder, CEO and CIO, ARK InvestRod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode:00:00:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests00:05:01 Cathie sets the stage for what led to the eventual approval of the bitcoin ETF00:10:34 Why a bitcoin ETF can be a bridge between the traditional financial world and the world of innovation and digital assets00:17:30 What made the launch of bitcoin ETFs different from any other ETF launch in history00:19:59 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 Senate00:38:51 The impact education makes on the cryptocurrency industry as a whole00:45:20 Why did so many assets flow to bitcoin ETFs in the first few weeks, when bitcoin has existed since 200800:55:32 What are some of the trade-offs of using a bitcoin ETF to gain exposure to the asset rather than bitcoin itself00:57:03 Comparing the impact the Federal Reserve can have on the equity market to how decentralized bitcoin and the Bitcoin network is01:06:00 Why has bitcoin been so resilient in the face of controversy01:10:30 How popular will bitcoin ETFs end up being?Links Mentioned in this Episode:Learn more about Bitcoin Park: bitcoinpark.comParker 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/

The Convergence Between Digital Assets, Gaming and Regulation
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 PhamKey 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.
Tesla Earnings | The Brainstorm EP 33
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 EarningsFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Bitcoin Myths, Mr Beast on X | The Brainstorm EP 32
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 mythsMr Beast's revenue on XFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Rabbit R1, Apple vs. Epic, Vision Pro Flop? | The Brainstorm EP 31
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 R1Apple Vs. Epic GamesVision Pro Flop?For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Decoding Crypto Infrastructure with Blockdaemon
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 BlockdaemonUnique challenges in maintaining and operating crypto infrastructureThe importance of multi-party computation in crypto securityThe evolving belief and adoption of Bitcoin and EthereumDecentralization and resistance to censorship in cryptoBlockdaemon's impact on crypto infrastructureAcquiring a wallet company, Sepior, and its implicationsBlockdaemon’s product evolutionThe importance of reliability and distributed computing in crypto networksPerspectives on the evolution of the crypto market

Bit-Curious? Let's Talk Bitcoin with Cathie Wood
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 EpisodeARK's history with bitcoinBitcoin Spot ETF ApprovalBitcoin halvingWhy we believe bitcoin is both a risk-on and risk-off assetFiscal policyMonetary policyMarket signalsEconomic indicatorsInnovation updates

The Convergence of AI and Robotics | The Brainstorm EP 30
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 roboticsFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

What Will 2024 Bring for Bitcoin?
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

Reflecting on 2023 | The Brainstorm EP 29
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 deviceSam's expectations for SpaceX in 2024For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Rapidly Digesting Documents Using AI with Humata’s Cyrus Khajvandi and Dan Rasmuson
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 HumataImproving AI to verify truth in decision-making processesStreamlining knowledge-based tasks beyond human capacityHow AI aids in rapidly transferring expertise across organizationsEnsuring data privacy with end-to-end encryption and user controlHow Humata aids in managing the surge of organizational writing, ensuring human oversight

Epic Games vs. Google | The Brainstorm EP 28
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. GoogleFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Chipper Cash's Approach to Fintech in Africa with Samee Zahid
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

Crispr Approval, Gemini, and Grok | The Brainstorm EP 27
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 GrokIf 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 ApprovalGeminiGrokFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Funding and Supporting Bitcoin
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, SpiralSteve Myers: Contributor, BitcoinDevKit (BDK) ProjectLisa Neigut (NiftyNei): Co-founder, Chief Instruction Officer, Base58Rockstar Dev: Core Contributor, BTCPay ServerMike Schmidt: Executive Director, Brink TechnologyYassine Elmandjra: Director of Digital Assets, ARK Invest Cathie Wood: Founder, CEO and CIO, ARK InvestRod Roudi: Co-Founder, Bitcoin ParkKey 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 communityImportant 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

Cybertruck and AI Model Manners | The Brainstorm EP 26
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:CybertruckAI Model MannersFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

The Future of Human-like Robots with Figure AI’s Brett Adcock
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 backgroundAdvances in AI and roboticsHow robots tackling simple, repetitive tasks can address labor shortages in warehousesUnexpected challenges of designing entire robots from scratchHow advancements and strategic data collection propel AI and robotics to new heightsRobotic automation promises significant cost reductions over timeHow robotics as a service could revolutionize affordability and functionality in automationRobots could match human ability in certain jobs this decade, with home use by its end

Cruise and Sodium Ion Batteries | The Brainstorm EP 25
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

Disruptive Innovation in Europe with Frank Thelen
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

OpenAI and SpaceX | The Brainstorm EP 24
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

Harnessing the Power of Open Banking with Deutsche Bank’s Joris Hensen
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

Space, OpenAI, Open (Source) AI | The Brainstorm EP 23
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

Bridging Traditional and Decentralized Finance with 21Shares
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

Block, AI Regulation, and SpaceX’s Starlink | The Brainstorm EP 22
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

Bitcoin’s Most Under-Explored Use Cases
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

Cruise Stops Cruising and Meta Ray Ban Glasses | The Brainstorm EP 21
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

Coordinating Technology and Specialized Labor for Complex Needs with Francis Pedraza
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

Tesla Earnings and Bitcoin | The Brainstorm EP 20
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

Economic Disconnects with Cathie Wood
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

Everybody Gets a Robot? | The Brainstorm EP 19
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

Ozempic, AI Wearables, Tesla Price Cuts | The Brainstorm EP 18
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