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FYI - For Your Innovation

FYI - For Your Innovation

341 episodes — Page 4 of 7

Apple's Generative AI Is Coming...Soon? | The Brainstorm EP 60

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

Sep 13, 202419 min

The Evolution Of AI: Insights From Manu Sharma Of Labelbox

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

Sep 12, 202448 min

Cathie Wood, Art Laffer and Preston Pysh From The Bitcoin Conference 2024 | Bitcoin Brainstorm 13

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

Sep 5, 20241h 9m

Who Captures Value In An AI World? | The Brainstorm EP 59

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

Sep 4, 202431 min

Revolutionizing Hollywood: Inside Kino’s Interactive Streaming Platform

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.

Aug 29, 202451 min

Home Insurance With Kyla Scanlon | The Brainstorm EP 58

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

Aug 28, 202423 min

How Proximity Will Transform Industries with Rob Wolcott

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.

Aug 22, 202455 min

Are AI Researchers Here? | The Brainstorm EP 57

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

Aug 21, 202423 min

Mastering Venture Capital: Ilya Strebulaev’s Key Principles for Success

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.

Aug 15, 202456 min

Crypto Unwind And Electric Cost Decline | The Brainstorm EP 56

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

Aug 14, 202418 min

An Artificial Intelligence Conversation with Andrew Ng

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

Aug 8, 202459 min

Special Edition: Macro Mayhem | The Brainstorm EP 55

What is going on with the markets? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK CEO/CIO Cathie Wood and ARK Chief Futurist Brett Winton to discuss the recent market volatility and possible macroeconomic causes.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Cathie Wood and Brett Winton analyze the global stock market sell-offFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Aug 6, 202429 min

Coinbase’s On-Chain Strategy with Jesse Pollak

On this episode of FYI, ARK Chief Futurist Brett Winton and Research Associate Lorenzo Valente sit down with Jesse Pollak, the driving force and creator of Coinbase’s Layer 2 solution, Base. Together they explore the intricate details of how Coinbase is aiming to transform its core business through innovative blockchain solutions. Jesse shares his journey from initial failures to the successful launch of Base and discusses the broader implications for the crypto industry."The way we really think about Base is that we are building an open global economy." - Jesse PollakKey Points From This Episode:The inception and purpose of Base, Coinbase’s Layer 2 solutionJesse Pollack’s journey from idea to successful implementation of BaseThe technological innovations behind Base and its Optimism partnershipCoinbase’s vision for the future on-chain economyThe strategic importance of decentralization and open-source technologyThe expected impact of 4844 and future scaling plansHow Base aims to support hundreds of millions of usersThe role of Coinbase Wallet in driving on-chain adoptionPredictions on the rapid growth of on-chain applicationsThe economic model driving Coinbase’s on-chain strategy

Aug 1, 20241h 0m

Is There Enough Energy To Power Innovation? | The Brainstorm EP 54

We need more power! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the growing energy demands of today’s innovations, whether the grid can keep up, and the path to monetizing new technologies which require high levels of funding like Artificial Intelligence.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Exponential increases in innovative technologies are proving challenging for current energy generation techniques to meet demandFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Jul 31, 202417 min

Supporting The Bitcoin Community | Bitcoin Brainstorm 12

Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.Guests on this month’s Bitcoin Brainstorm include:Jack Dorsey: Founder and CEO, BlockCathie Wood: Founder, CEO and CIO, ARK InvestMike Schmidt: Executive Director, Brink TechnologyMatt O’Dell: Managing Partner, Ten31 and Co-Founder, Bitcoin ParkAlex Gladstein: Chief Strategy Officer, Human Rights FoundationRod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode: 00:00:00 Intro 00:01:51 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests 00:04:50 Why is supporting the bitcoin network so important? 00:15:22 Jack Dorsey believes there is no faster way to spread an idea than through open-source technology 00:27:56 How can people support and grow open-source development? 00:35:27 What was the genesis for Spiral? 00:42:34 How developers get the word out to corporations of the importance of open-source development? 00:54:12 Is government’s focus on bitcoin really a good thing? 01:01:51 Where can listeners find and learn more about the open-source movement? Links Mentioned in this Episode: · Learn more about Bitcoin Park: bitcoinpark.com· Brink: brink.dev· Matt O’Dell: odell.xyz· Human Resouces Foundation: hrf.org/dev-fund and hrf.org/financial-freedom· Open Sats: opensats.org· Spiral: spiral.xyz

Jul 26, 20241h 15m

GPT 4o Mini But Mighty | The Brainstorm EP 53

With GPT 4o Mini, can Open AI dominate on all AI fronts? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Jozef Soja to discuss the release of Chat GPT 4o Mini and the rise of Polymarket betting.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:OpenAI releases a radically lower cost variant of their popular Ghat GPT 4o modelPolymarket betting is on the riseFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Jul 24, 202426 min

The Future of AI Chips with Tenstorrent's Keith Witek

On this episode of FYI, ARK’s Chief Futurist Brett Winton and Next Generation Internet Director of Research Frank Downing sit down with Keith Witek, the Chief Operating Officer of Tenstorrent. With over 20 years in the chip industry, Keith shares his insights on the rapidly evolving AI chip landscape, the significance of RISC-V architecture, and the strategic moves that set Tenstorrent apart from industry giants like NVIDIA. This conversation explores the complexities of artificial intelligence (AI) compute, the role of open-source development, and the potential for innovation within the semiconductor industry.“I think there's a huge sandbox and playground for companies with good technology and novel business models, handling certain segments that are uninteresting to the big guys. I think there's a huge opportunity for those companies to make their name in the business.” - Keith WitekKey Points From This Episode:Overview of Keith Witek's career in the chip industryImportance of AI chips in boosting productivity for knowledge workersThe role of RISC-V architecture in Tenstorrent's strategyChallenges and opportunities in the AI compute marketComparison between Tenstorrent and NVIDIA's AI chip approachesThe significance of open-source development in AIStrategic insights on the semiconductor industry's futureTenstorrent's unique business model and its implications]The potential for RISC-V to disrupt existing chip marketsPredictions for the AI hardware market by the end of the decade

Jul 18, 20241h 8m

Will Elon's Neuralink Make Telepathy Possible? | The Brainstorm EP 52

Ever wondered if telepathy was possible? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss recent developments by Elon Musk’s Neuralink in brain-to-computer interfacing.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Neuralink is making progress on developing brain-to-computer interfacesFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Jul 17, 202420 min

Unifying Commerce with Shopify VP of Product Glen Coates

On this episode of FYI, ARK Analyst Andrew Kim and Associate Portfolio Manager Nicholas Grous engage in a fascinating conversation with Glen Coates, VP of Product at Shopify. They delve into Shopify's transformation from its roots to becoming a pivotal player in both business to business (B2B) and direct to consumer (D2C) commerce.Glen shares insights on Shopify's strategy, highlighting the "unified" theme of their latest edition, aiming to streamline complex business processes. They discuss Shopify's features like Markets and Shop Pay, emphasizing the importance of integrating new features seamlessly into the existing ecosystem. Glen also touches on the role of artificial intelligence (AI) and structured data in enhancing Shopify's capabilities and providing merchants with a robust platform for growth."How do we help businesses scale in a way where they get to grow without their complexity and costs dragging them down?" — Glen CoatesKey Points From This Episode:Glen’s journey from Handshake to VP at ShopifyShopify's focus on unification and the latest edition's highlightsThe role of structured data and AI in improving Shopify's offeringsHow Shopify supports both physical and digital goods seamlesslyThe future of commerce and the potential of virtual worlds and digital assetsThe impact of AI and machine learning on e-commerceThe integration of physical and digital goods in Shopify's platformFuture trends in commerce, including virtual worlds and user-generated content (UGC) platform

Jun 27, 202456 min

ARK's Tesla Valuation | The Brainstorm EP 51

Curious to hear our take on Tesla? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Investment Analysis & Institutional Strategies Tasha Keeney and ARK Research Associate Daniel Maguire to discuss ARK's latest Tesla valuation model.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Discussion around ARK's Tesla valuation modelFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Jun 26, 202426 min

Cathie Wood Discusses Bitcoin Live With Bitcoin Park's Rod Roudi

Typically, in coordination with Bitcoin Park, ARK is publishes a monthly conversation with leaders in the bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. This month’s edition of the Bitcoin Brainstorm, however, features Rod Roudi interviewing ARK CEO and CIO Cathie Wood at the Consensus conference in Austin, Texas. They covered all things bitcoin, ranging from why each grew interesting in bitcoin to begin with, all the way to what they see for the bitcoin space in the future. Key Points From This Episode:• Why does Cathie Wood love bitcoin?• Can bitcoin serve the three roles of money?• Bitcoin as a global monetary system• El Salvador’s President Bukele’s bitcoin adoption• How bitcoin converges with other technologies that ARK covers• Bitcoin and energy, especially in the developing world• What bitcoin ETFs mean for the currency• Will institutions use bitcoin ETFs?

Jun 20, 202457 min

WWDC 2024 | The Brainstorm EP 50

Will Apple Intelligence disrupt the AI landscape? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the latest announcements from Apple's Worldwide Developer Conference.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Apple updated all their software platforms, introducing exciting new featuresApple announced Apple Intelligence, their new AI platformApple partners with OpenAI to bring direct integration to iPhoneFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Jun 13, 20241h 5m

Is Moore’s Law Dead? | The Brainstorm EP 49

Is the death of Moore’s law a myth? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Lorenzo Valente to discuss the TON network, whether Moore’s law is still applicable today, and the proliferation of AI across industries.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:The TON Network is making waves in the blockchain ecosystemWhile Moore's law may have plateaued, that might not necessarily mean it's deadFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Jun 4, 202418 min

Will Microsoft's Next Gen AI PCs Destroy the Mac? | The Brainstorm EP 48

AI innovations may make Microsoft the new laptop king! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss the latest AI hardware developments surfacing across the consumer technology industry, as well as new system level tools to integrate AI assistance features right into the daily functionality of products.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Microsoft may overtake Apple in AI chip performanceTech companies are implementing system level AI innovationsFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

May 23, 202428 min

Redefining Retail: Matthew Warneford on Pioneering Virtual Fashion with Dubit

On this episode of FYI, Associate Portfolio Manager Nick Grous and Analyst Andrew Kim sit down with Matthew Warneford, the mind behind Dubit. Over the past two decades, Dubit has transformed from its humble beginnings into a pioneer of virtual fashion within gaming platforms like Roblox. Warneford shares the journey of Dubit, shedding light on the early days of online multiplayer gaming and the evolution into crafting digital identities through fashion. Warneford discusses how brands are leveraging platforms like Roblox to engage with a younger audience through immersive retail experiences rather than traditional marketing strategies. Join us at the intersection of technology, fashion, and commerce to learn how these elements are forging a new path for both virtual and real-world business models.Key Points From This EpisodeThe origin of Dubit from multiplayer gaming roots to pioneering virtual fashionEvolution of digital identity and its growing focus on the identity aspect rather than functionalityHow brands like Adidas are using platforms like Roblox for immersive retailRoblox’s dual retail model: web/app-based catalogs and 3D in-game storesThe strategy behind embedding stores within popular games to drive sales Enhancing customer engagement and sales within virtual platformsThe emergence of virtual commerce User-generated 3D content as the next significant trend powered by generative artificial intelligence (AI)Challenges and opportunities of brand differentiation in digital spaces

May 16, 202450 min

Is Apple Partnering With OpenAI? | The Brainstorm EP 47

Will ChatGPT replace Siri on your iPhone? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the latest AI breakthroughs and potential partnerships in the industry.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:OpenAI released a new modelA discussion of further AI breakthroughs Apple could partner with OpenAIFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

May 15, 202437 min

The Bitcoin Halving

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:Will Reeves: CEO, FoldMark (Murch) Erhardt: Research Engineer, Chaincode LabsHarry Sudock: Chief Strategy Officer, GRIIDMike Colyer: CEO, FoundryYassine 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 guests00:05:29 What does this bitcoin halving represent as symbolic of bitcoin as a monetary system00:11:28 Bitcoin’s monetary policy is really just five lines of code00:27:27 Why, to understand bitcoin, you have to move out of the realm of human invention and into the world of physics and math to find things that have this level of predictability00:32:10 How bitcoin mining pools shifted from a Chinese dominated space to a more decentralized business and what can be done to continue decentralization00:39:34 How do companies like Foundry, a mining pool, and GRIID, a bitcoin miner, work together and what is Stratum V2?00:49:10 Could generative artificial intelligence (AI) be helpful in bitcoin development and bitcoin mining?00:53:49 Why one of bitcoin’s biggest benefits is its probabilistic protocol and that the asset class cannot be “gamed”00:56:35 Why the Gamestop short squeeze during the pandemic reminds Harry of bitcoin01:01:28 With a Bitcoin epoch people usually mean a period of roughly 4 years with a specific mining reward. With a bitcoin halving just behind us, what do our guests expect to happen in this next epoch?Links Mentioned in this Episode:Learn more about Bitcoin Park: bitcoinpark.com

May 9, 20241h 15m

AI Gene Editing and the Robo Revolution | The Brainstorm EP 46

Are you worried about robots taking over? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Multiomics Research Associate Rong Guo to discuss CRISPR gene editing and the new Tesla Optimus robots.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:AI is revolutionizing CRISPR gene editing Tesla presented impressive innovations in their Optimus robot platformFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

May 8, 202425 min

Transformative AI in Medical Physics with Dr. Issam El Naqa

On this episode of FYI, Director of Next Generation Internet Research Frank Downing and Analyst Ali Urman interview Dr. Issam El Naqa, the founding chair of the Department of Machine Learning at the Moffitt Cancer Center. Dr. El Naqa shares his journey from electrical engineering to spearheading innovative uses of artificial intelligence (AI) in medical physics and oncology. This episode explores how AI technologies not only support but significantly enhance diagnostic and treatment processes in healthcare, particularly in the complex field of oncology. Tune in as we examine the practical and potential applications of AI in transforming patient care and treatment efficiency."What the algorithm is going to do is going to look at the history of similar patients that went through that process. We recognize every patient is unique. Every patient needs may be different. And this is where there is a lot of uncertainty with the prediction that their algorithm is going to do it." - Dr. El NaqaKey Points From This Episode:Dr. El Naqa's transition from electrical engineering to medical physicsThe integration of AI in enhancing diagnostic imaging and treatment planningAI's role in medical physics, historically and presentlyDiscussion on the evolution of AI tools in medical applicationsExamining AI's effectiveness in non-invasive cancer treatmentsHow AI supports personalized patient care in oncologyAI in the optimization of medical processes and patient managementFuture perspectives on AI's role in healthcare from Dr. El NaqaThe balance between AI capabilities and human expertise in medicine

May 2, 202452 min

Tasha Talks Tesla | The Brainstorm EP 45

This week is all about Tesla. Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Investment Analysis and Institutional Strategy Tasha Keeney to debrief on Tesla's latest earnings call and discuss their financial future.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Tesla is pushing forward on autonomous technologyRobotaxi may face some roadblocksFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

May 1, 202424 min

Meta's Open Source AI Bet | The Brainstorm EP 44

Is open source really better for everyone? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Jozef Soja to discuss Meta's Llama 3 and the current state of open source AI models.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Meta announces Llama 3 open source AI modelThoughts on the state of AI models and whether they should be open sourceFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Apr 24, 202424 min

Joe Ferencz: Mastering Metaverse Media with Gamefam

On this episode of FYI, Associate Portfolio Manager Nicholas Grous, ARK Advisor Angie Dalton and Analyst Andrew Kim, speak with Joe Ferencz, CEO and founder of Gamefam. They explore the potentially transformative role of Gamefam in the metaverse, discussing its development from humble beginnings to becoming a premier entity in virtual environments for Gen Z and Alpha generations. Joe shares his extensive experience in graphic design and leadership roles at major companies before venturing into the metaverse through Gamefam. The conversation highlights strategic partnerships, the critical role of live operations, and the growing importance of brands in virtual spaces. Insights into Gamefam's innovative approaches and future ambitions in the evolving gaming landscape are discussed, showcasing how they are shaping new entertainment paradigms.Key Points From This Episode:Joe’s extensive background in gaming and pop cultureThe origin and rapid growth of Gamefam as a leader in the metaverse media spaceInsights into Gamefam's strategies for brand partnerships and intellectual property (IP) integrations within RobloxThe role of live operations in maintaining dynamic and engaging gaming environmentsJoe's perspective on future trends in the metaverse and user-generated content (UGC) platformsGamefam's approach to monetization and advertising within gaming platformsDiscussion on the potential of UGC platforms to revolutionize entertainmentThe challenges and strategies of integrating traditional gaming elements into the metaverseJoe's vision for Gamefam's role in the future of digital and interactive mediaThe technical and creative aspects of developing games in the metaverse

Apr 18, 202459 min

Is There Anything AI Can’t Do? | The Brainstorm EP 43

AI, AI, AI, oh my! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss all things Artificial Intelligence, from generative AI music creation to AI wearables.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Is generative AI changing music creation?Thoughts on the Humane AI PinFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Apr 16, 202426 min

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

Apr 11, 202430 min

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

Apr 10, 202421 min

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

Apr 3, 20241h 7m

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

Mar 28, 202457 min

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

Mar 27, 202430 min

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

Mar 21, 202447 min

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

Mar 20, 202422 min

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

Mar 14, 202449 min

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

Mar 13, 2024

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

Mar 7, 202440 min

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

Mar 6, 202434 min

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

Mar 5, 20241h 9m

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

Feb 29, 202447 min

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

Feb 28, 202427 min

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

Feb 22, 202451 min

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/

Feb 21, 202426 min

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

Feb 15, 20241h 1m