FYI - For Your Innovation

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

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 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

In today's episode, Research Associate Andrew Kim has an exciting conversation with Samee Zahid, the director of engineering at Chipper Cash. We dive into how Chipper Cash aims to revolutionize the financial ecosystem, emphasizing its recently launched product, Chipper ID. Chipper ID is an artificial intelligence-driven know your customer (KYC) verification platform that includes user verification, document verification, government database integration, and watch list screening. We'll talk about why Chipper Cash decided to build its own KYC solution and how it's not only cost-effective but can potentially shape the fintech landscape in Africa. Plus, we explore the intricacies of identity verification, the significance of data security, and their recent partnership with Visa for card issuance. Key Points From This Episode:- Overview of Samee’s background- Fintech app Chipper Cash expands with AI-driven KYC platform- How Chipper Cash's KYC platform reduces fintechs' customer acquisition costs significantly- Tackling account fraud in Africa with real-time face-matching technology- Chipper ID pairs on-device liveness checks with server verification for user authenticity- Leveraging synthetic data for testing- Why Chipper ID's focus on proprietary data and human insight remains vital in a rapidly evolving tech industry- Balancing costs and specificity over broad models optimizes tech use- Streamlining document checks and user verification improves fintech security- How Screen Sentinel aids compliance teams in sanction screening and reduces false positives- Integrating payment and ID verification, enabling secure one-click transactions- Chipper's near-term catalysts to focus on

The FDA Has Approved America’s First Gene-Editing Therapy—Casgevy. This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Ali Urman, ARK Analyst. Together they discuss a Crispr gene editing breakthrough. Then, Sam and Nick discuss Google's Gemini and Twitter's 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

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

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

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

More founders leaving companies? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Tasha Keeney, CFA, ARK’s Director of Investment Analysis and Institutional Strategies. Together they discuss Cruise updates and the potential of sodium ion batteries. If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today. Key Points From This Episode Cruise CEO Steps Down Sodium Ion Batteries For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

On today’s episode of FYI, Florian Berberich and Thomas Hartmann-Boyce engage with prominent entrepreneur and investor Frank Thelen. We put the spotlight on the state of disruptive innovation and technology in Europe, with a focused gaze on Frank’s home country, Germany. Thelen, the founder of Freigeist Capital and 10xDNA, shares his insights into the challenges that European and German companies face in keeping pace with the United States’ progress. The episode traverses an assortment of subjects, ranging from the future of the German car industry to artificial intelligence (AI’s) potential and its impact on the precision agriculture sector. Thelen’s significant influence in Germany’s version of Shark Tank draws attention to the importance of entrepreneurship and its potential for generating revenue. All this and more, on FYI. “Change is coming. It starts slowly, but then it will grow rapidly. And currently, with Tesla, where we both are invested in, we see that we might lose this important industry in Germany very fast and very soon.” @frank_thelen Key Points From This Episode: Overview of Frank’s background Adapting to exponential tech growth beyond linear success How Europe’s innovation merges AI, 3D printing, internet of things (IoT), and blockchain Why Europe’s innovation potential needs more investment to keep pace globally German caution slows fintech adoption; mindset shift needed for innovation Europe may lead in robotics and biotech, leveraging manufacturing excellence Why Europe needs entrepreneurial stars to inspire innovation and drive talent Germany’s potential in seed-stage tech stifled by a lack of late-stage funding European interest in innovation and thematic investments is growing “Shark Tank” Germany experience shows entrepreneurship’s broad appeal and success Sustainable food innovation is necessary and ripe for technological investment

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

On today’s episode, Research Associate Andrew Kim interviews Joris Henson, who pulls back the curtain on Deutsche Bank’s approach to open banking, revealing valuable insights into the evolution of Application Programming Interfaces (APIs) and giving us a taste of what the future might hold for this trailblazing sector. Joris will share stories about incredibly creative approaches he’s taken, like data cocktail bars and design thinking workshops, to identify needs and generate ideas. We’ll take a closer look at the Open Finance Framework in the European Union, contrast Meta’s reception against open banking, and ponder the potential impact of generative artificial intelligence (AI) in finance. Plus, Joris busts open the proverbial black box of airline points to reveal how AI could simplify complexities and discusses product innovation at Deutsche Bank, specifically DB Smart Access. “It’s about the small and big moments of life. And our vision is that with the help of open banking and through those partnerships, we can play a role in those small and big moments in the life of our customer.” – @Joris_Hensen Key Points From This Episode: Overview of Deutsche Bank API vision evolution and open banking opportunities before and after Payment Services Directive Two (PSD2) How understanding niche products and successful partnerships accelerated open banking How Third-party data needs grew from transaction details to comprehensive finance APIs Future fintech may reduce data moats but emphasize innovative product development Open banking in Europe prioritizes consent and trust over ad-driven models How hackathons and practical demos were key in advancing open banking innovation Aggregators gain value by integrating diverse APIs in open banking evolution Life-centric products integrate finance with everyday activities like home energy Why evolving consumer consent may balance security with convenience for AI use AI financial advisors could offer tax and asset management insights affordably Investors should watch how banks adapt to open banking and leverage APIs

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today. This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Eric Berger, the senior space editor at Ars Technica. Together they discuss space, OpenAI developer day and open source artificial intelligence (AI). Key Points From This Episode Space OpenAI Open Source AI For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

On today’s episode, ARK Director of Digital Assets Yassine Elmandjra sits down with special guests Ophelia Snyder, the president and co-founder of 21Shares, and Eliézer Ndinga, the head of research at 21Shares. Together, they dive deep into the world of crypto, education, and the exciting developments happening in the industry. Join us as we explore how 21Shares is bridging traditional finance with crypto, discussing the importance of regulations, the need for specialized research, and the future of this rapidly evolving asset class. “It is representative of an accumulation of human knowledge that shouldn’t be so callously disregarded, right? Part of the beauty of what we’re doing now is we get to stand on the shoulders of giants.” @OpheliaBSnyder Key Points From This Episode: Overview of 21Shares and why Ophelia founded the company How 21Shares aligns with ARK’s open, transparent ethos, simplifying crypto investment access Offering exposure to crypto and physical redemption, aiming to bridge crypto investment with secure, accessible infrastructure Why the biggest education gap in crypto is discerning true insights from mere news Crypto’s transparency is underappreciated; parsing its vast data is key for understanding ecosystem health and potential risks Crypto evolution leans towards bottom-up standardization, challenging yet potentially leading to robust, coherent frameworks Regulatory clarity for crypto requires effort; initial steps may quickly resolve major issues Regulatory evolution is continuous, reflecting history’s dynamic nature Why the upcoming market cycle in crypto is expected to differ significantly from past cycles

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today. This week, Autonomous Technology and Robotics Director of Research Sam Korus is joined Research Associate Andrew Kim. Together they discuss Jack Dorsey’s return to Block, President Biden’s Executive Order on Artificial Intelligence and SpaceX’s Starlink reaching break even. Key Points From this Episode Jack Dorsey Returns to Block President Biden’s Executive Order on Artificial Intelligence Starlink reaches Break Even For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints. Guests on this month’s Bitcoin Brainstorm include: Alex Leishman: Co-Founder and CEO, River Graham Krizek: Founder and CEO, Voltage Des Dickerson: CEO, THUNDR GAMES Tony Giorgio: Co-Founder and CEO, Mutiny Wallet Viktor Bunin: Protocol Specialist, Coinbase Yassine Elmandjra: Director of Digital Assets at ARK Invest Cathie Wood: Founder, CEO and CIO, ARK Invest Rod Roudi: Co-Founder, Bitcoin Park Key Points from this episode: 00:00:00 Opening and Disclosure 00:00:54 Intro with Rod Roudi welcoming our fantastic guests 00:05:09 What are some of the most underexplored use cases in Bitcoin? 00:14:31 How the use cases for Lightning have matured and why Des chose to build THUNDR GAMES on the Bitcoin network 00:17:43 Machine to machine payments as a use case for lightning 00:26:53 What do our guests think the first ubiquitous stable coin on Bitcoin will be? 00:33:49 Viktor examines some of the ways that decentralized finance (DeFi) can be more practical than Bitcoin 00:39:13 Exploring the growth in total developers on Ethereum as compared to Bitcoin, especially when you include lightning developers 00:43:32 Why is the dynamic of developers building on Bitcoin different than those who chose to build on Ethereum? 00:50:34 Our guests share some of the stories from their clients and users that blew them away 00:55:32 How is regulation in the Bitcoin space changing? 00:59:41 Our guests provide their opinions on what Bitcoin looks like in 5 years and how anonymity may change in the future? 01:09:09 Rod, Viktor and Yassine conclude the episode with some optimism on the future of Bitcoin, pointing out decentralized communities across the country and around the world

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today. This week, Associate Portfolio Manager Nick Grous is joined Director of Investment Analysis & Institutional Strategies Tasha Keeney, CFA. Together they discuss the current state of autonomous vehicles including Cruise, Waymo and Tesla, and Meta’s new Ray Ban sunglasses. Key Points From this Episode Cruise Halts Operations Meta Ray Ban Glasses Review For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

On today’s episode of FYI, Brett Winton welcomes back Francis Pedraza, the founder of Invisible—a company revolutionizing artificial intelligence (AI) training and data labeling across multiple industries. Forget what you know about traditional AI; we’re diving into a world where human relevance is questioned, and black-box technology can execute complex processes at any scale. Francis and Brett explore the ins and outs of scaling a business, the art of strategic resource allocation, and the future of AI-driven automation. This episode has everything from research and development (R&D) investments to aligning worker incentives for optimum efficiency. “So for us, it’s finding the right technology or the right person for any given step in a process.” – Francis Pedraza Key Points From This Episode: Overview of Invisible Technologies Invisible’s role in a fragmented, specialized tech landscape Invisible bullish on AI training, adopts financial discipline to weather market cycles Transitioning from R&D to commercial strategies redefines Invisible’s economic model for AI business The need for specialized integrators like Invisible over traditional service firms in the AI landscape Invisible elevates AI training from mere data labeling to advanced techniques Invisible’s human-in-the-loop model adds depth to complex AI training and enablement Efficiency gains through Invisible’s alignment of automation and incentives The symbiotic relationship between AI training and enablement in Invisible’s model Prioritizing profitability over rapid scaling underlines Invisible’s approach to sustainable growth and control Balancing rapid growth while preserving company culture in Invisible Invisible’s caution towards public markets focuses on long-term control and growth

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

On today’s episode of FYI we will be featuring the most recent In The Know with Cathie Wood, a monthly video series that covers fiscal policy, monetary policy, market signals, economic indicators, and innovation. On this specific In The Know, Cathie walks through charts to help illustrate her points on inflation, interest rates, GDP vs. GDI growth, and why we believe we’re in a rolling recession. Watch the video version here. Key Points From This Episode: Fiscal Policy US Federal Budget Deficit or Surplus as a Percent of Nominal GDP Monetary Policy Money Supply (M2) Growth Percent Change Year-over-Year 10 Year US Treasury Yield 2s-10s Yield Curve Spread USD Index (DXY) Economic Indicators Spot WTI Crude Oil Crude Oil Price vs. Gasoline Futures Price Gold Price Gold Price 5-Year Copper Futures Price Copper Futures Price 5-Year Credit Default Swaps Markit CDX

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

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today. This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by ARK Analyst Ali Urman, Research Associate Andrew Kim and Founder and CEO of Eternal Reggie James. Key Points From This Episode: Intro Ozempic AI Wearables Tesla Price Cuts For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints. Guests on this month’s Bitcoin Brainstorm include: Alex Gladstein: Chief Strategy Officer, Human Rights Foundation Jameson Lopp: Co-Founder & CTO, Casa and Creator of http://bitcoin.page, http://lightning.how, http://statoshi.info Korok Ray: Bitcoin Professor at Texas A&M Erik Hersman: Co-Founder and CEO of Gridless Compute Yassine Elmandjra: Crypto Lead at ARK Invest Dr. Art Laffer: American Economist Cathie Wood: Founder, CEO and CIO, ARK Invest Rod Roudi: Co-Founder, Bitcoin Park Key Points From This Episode: 00:00:00 Intro to Bitcoin Brainstorm episode 3 and our panel of guests from Rod Roudi 00:02:17 Yassine sets up the purpose of this month’s episode: to address common misconceptions and pushback around bitcoin 00:05:05 Cathie Wood sets up her relationship with Dr. Art Laffer and why 00:09:45 Alex lays out some of the most common concerns and pushbacks associated with bitcoin 00:11:57 Dr. Laffer provides historical monetary context to explain his questions on bitcoin 00:21:01 Jameson, Erik and Korok help explain the importance of bitcoin mining to the network and potentially to the energy grid at large 00:28:16 Alex explains why bitcoin has value globally and why bitcoin mining was invented and why it is important to stabilize the bitcoin network 00:32:29 Does the marginal cost of energy determine the cost of bitcoin? 00:39:12 Alex and Erik propose a potential future that could be unlocked by bitcoin if used as a global currency 00:44:20 Yassine and Dr. Laffer discuss how a bitcoin standard could be a viable replacement for the gold standard 00:51:15 Dr. Laffer explains that the potential to replace the US dollar is his greatest excitement in bitcoin 00:55:56 Jameson explains that bitcoin is pseudonymous rather than anonymous, and that bitcoin itself is not encrypted 01:00:37 Alex discusses the inherent need for the Bitcoin blockchain to be completely auditable 01:04:47 Jameson and Rod walk through the halving process and the transparent strength of the network 01:05:46 Art poses the question: what does our panel believe makes bitcoin valuable? 01:13:36 Alex explains that bitcoin does not necessarily have counter party risk but it may have exchange rate risk 01:15:50 The speed of transactions in bitcoin have been improving greatly and is actual assets moving at rapid speed rather than liabilities being passed quickly 01:23:27 Rod and Dr. Laffer talk through some crucial differences between gold and bitcoin 01:26:42 Why bitcoin can be a potential preservation of wealth, and why volatility in the price of bitcoin can be either good or bad 01:39:40 Cathie and Yassine wrap up the conversation

On this episode of FYI, we’re joined by David Flynn, the mind behind Hammerspace, a privately owned company working in the realm of data storage and management. On this episode, ARK Director of Next Generation Internet Research Frank Downing, and CEO and CIO Cathie Wood dives deep into a world where data isn’t just stored, but orchestrated. David takes us through the futuristic landscape crafted by Hammerspace, leveraging the untapped potential of Solid State and Flash technology to redefine data management. From unveiling the shortcomings of platforms like Amazon’s S3 to pioneering the concept of data orchestration, David takes us on a journey through the frontier of data technology. Listeners will also hear about David’s path from programming on a Commodore 64 to becoming a trailblazer in the industry. “Once data becomes orchestrated, and here’s the bizarre thing, data is more permanent in an orchestration platform. It’s not bound to the lifetime of any one storage system. It simply lives in the ether.” – David Flynn Key Points From This Episode: Overview of David’s background Leveraging luck and experience with embedded systems to exploit the potential of flash storage Consumer electronics sparked demand, lowering costs and expanding market opportunities Hammerspace’s approach to try to fundamentally transform data management through decentralized, dynamic data orchestration Hammerspace’s data orchestration: facilitating direct manipulation on a global file system Hammerspace offers a unique network attached storage (NAS) system that enhances data accessibility and boosts performance by separately handling metadata and actual data Object storage is cheaper, simpler but still important; Hammerspace enhances utility Companies in sectors such as artificial intelligence (AI), entertainment, science, and design benefit from a universal data interface, especially when handling large, unstructured data sets AI and machine learning (ML) revolutionizing industries, enhancing data management and accelerating research Transition to data orchestration technology might take around five to ten years, paralleling server virtualization’s adoption cycle but potentially hastened by AI advancements

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today. This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by Worldcoin CEO Alex Blania. First, Nick and Sam discuss Meta’s Ray Bans glasses and their AI implications, and AI as an operating system. Then together with Alex they discuss Worldcoin’s latest initiatives. Key Points From This Episode: Intro Meta AI AI as an OS Worldcoin CEO “AGI” refers to Artificial General Intelligence which is a theoretical form of AI where a machine would have intelligence equal to humans. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

On today’s episode of FYI, we delve into the world of Palantir, the data integration and analytics company, as we discuss their platforms and their application across numerous industries. Joining Next Generation Internet Director of Research Frank Downing, and CEO Cathie Wood on the show is Shyam Sankar, Palantir’s Chief Technology Officer. Together, they explore the power of ontology, the integration of artificial intelligence (AI), and the immense potential of Large Language Models (LLMs). From revolutionizing the way businesses make decisions to uncovering new frontiers in biology and manufacturing, this episode explores the ever-evolving landscape of technology. “I think one of the exciting things about Generative AI is how quickly we’ve been able to build our own Copilots and to go after problems.” – @ssankar Key Points From This Episode: Overview of Shyam’s background Palantir’s public perception and problem-solving approach How Palantir’s platform evolves to solve varied, industry-specific problems through generalizable approaches Palantir expedites Generative AI via focused, decision-driven data ontology Using ontology for quicker, action-focused business decisions Operationalizing AI beyond chat interfaces Integrating LLMs in apps for efficient workflow Government cautiously, yet optimistically, exploring generative AI’s potential Clients exhibit mixed feelings; seeking education on leveraging LLM effectively Palantir fosters a unique artist colony culture, emphasizing individuality in roles Utilizing Generative AI tools internally to streamline documentation and leverage unstructured data sources Value in application layer and owning it Why app layer owners have an AI advantage Concerns about AI integration with legacy and modern tech infrastructure Ginkgo aims to engineer biology for manufacturing and leverages AI Why Palantir believes their integration of human thought, LLM, and algorithmic reasoning will dominate the market

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today. This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by Research Associate Andrew Kim. Together they discuss OpenAI’s Dall-E 3 release and the impressive developments of Tesla’s Optimus Robot. Key Points From This Episode: Intro OpenAI Dall-E 3 Tesla Optimus For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

On today’s episode of For Your Innovation, hosts Andrew Kim and Nicholas Grous sit down with Dylan Diamond, the brain behind Saturn, a calendar app that’s taken over 17,000 U.S. public schools. Originating as a basic web tool and now an iPhone essential, Saturn goes beyond just planning your day—it’s a social network that informs you about your friends’ current and future locations. Join us as Dylan unpacks the journey of Saturn, detailing how artificial intelligence (AI) is revolutionizing time management and social planning. From custom features tailored to individual schools to the key alliances that have accelerated its expansion, we’ll uncover how Saturn isn’t just a utility—it’s a community. “Saturn is the first social network built around the calendar, and it is the only calendar built for young people.” – Dylan Diamond Key Points From This Episode: Overview of Dylan’s background, and the origin of Saturn/li> How Saturn evolved from a web app to an iPhone app/li> Lessons in building personalized, unscalable apps for schools/li> Scaling quickly by utilizing organic growth and student ambassadors/li> Organic growth fueled by user demand, teamwork/li> AI in Saturn focuses on solving real problems, like auto-updating school calendars and fostering social connections/li> Saturn focuses on students, not faculty, and aims to be a lifelong calendar/li> Focusing on high school to build a strong user base, while also seeing potential for expansion into college/li> Saturn combines social and utility, aims for steady growth, and expects more social platforms to add utility features

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today. This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by Director of Investment Analysis & Institutional Strategies Tasha Keeney. Together they discuss updates on Tesla and Apple’s adoption of 3D Printing, Unity and Electric Vehicle Charging. Key Points From This Episode: Intro Tesla 3D Printing Unity EV Charging For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

In this episode of FYI, hosts Andrew Kim and Nicholas Grous explore the world of TikTok Shop with Oren Schauble, who shares insights on setting up shop, driving sales, and the advantages of early adoption. We’ll also navigate the realm of drop shipping and third-party logistics (3PL), revealing when and how to utilize each method, and uncover top-notch partners. As we venture further, we’ll uncover the secrets to thriving in a saturated market, finding niches, establishing customer loyalty, and adapting to change. Later, we’ll take a deep dive into the creator economy, exploring opportunities for individuals and companies to monetize talents and its impact on marketing. Finally, we’ll delve into effective brand-building across various channels, focusing on social media success, customer value, appealing web design, and inspiring success stories. Oren provides his insights and tips as we explore success in today’s dynamic retail landscape. “What’s really important is you can go sell a product to your fans, right? You can say, hey, these people really enjoy my content. They really have built an affinity to me.” @orenmeetsworld Key Points From This Episode: Exploring the creator economy, opening opportunities for all Emphasizing omnichannel strategy; refining through Direct-to-Consumer (D2C) Unlocking Shopify’s success in easy payments, while TikTok and Instagram are enhancing frictionless buying experiences Choosing products through direct factory contact, utilizing managed services, or browsing platforms like Alibaba Combining value and entertainment for potent social media branding Building an audience early, curating space, and thinking strategically Navigating saturation by finding your unique niche Implementing familiar design elements to foster consumer trust and usability Investing in setting up a TikTok Shop; reaping the benefits it offers

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today. This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by Next Generation Internet Director of Research Frank Downing. Together they discuss updates on SpaceX and Visa’s integration with stablecoins. Key Points From This Episode: Intro SpaceX Visa Stablecoin Integration For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today. This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus discuss the Disney and Charter dispute and the Tesla Highlander Model 3 update. Key Points From This Episode: Intro Disney vs. Charter Tesla Model 3 Update For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints. Guests on this month’s Bitcoin Brainstorm include: Paul Itoi – CEO, Stakwork Laolu (Roasbeef) Osuntokun – CTO and Co-founder, Lighting Labs Kody Low – Head of Developer and Product Support, Fedi Rod Roudi – Co-Founder, Bitcoin Park Cathie Wood – CEO, CIO and Founder, ARK Invest Yassine Elmandjra – Crypto Lead, ARK Invest Frank Downing – Nex Gen Internet Director of Research, ARK Invest Key Points From This Episode: 00:00:00 Intro to the Bitcoin Brainstorm with Yassine and Rod 00:02:39 Introduction to this month’s guests 00:04:10 Cathie Wood explains the impact and importance of the convergence between and among technologies 00:12:32 Paul discusses how AI has revolutionized coding and computer engineering 00:19:40 Kody applies the coding revolution to Bitcoin and explores how Bitcoin and AI are converging 00:26:42 Cathie and Laulu discuss Lightning HTTP 402 Protocol (L402) and internet payment flow generally 00:30:24 Frank and Paul explain that Bitcoin could be useful as money because it cuts out traditional intermediaries in payment processing and could decrease counter-party risk 00:39:00 What are some of the use cases of micro-payments and how do they compare to larger payments like monthly subscriptions 00:51:27 Kody explains why the first rendition of L402 used special cookies know as macarons 00:53:16 Frank and Laolu discuss the constraints of ChatGPT and what the potential of AI agents can be outside the walls of a chat window, if given a budget and proper integration points 01:01:30 Through the example of a web development project, Paul describes how Bitcoin and generative artificial intelligence are converging today 01:06:55 What does the next generation of knowledge workers look like with micro-payments allowing for more efficient payment allocation? 01:14:48 Closing thoughts and remarks on Bitcoin’s unique impact on artificial intelligence today Important Links Mentioned In This Episode: AI4ALL Hackathon website AI for All: Powering APIs and Large Language Models with Lightning How (Actually) Open AI Wins AI & Bitcoin Nostr LangChain AI4ALL Hackathon website AI for All: Powering APIs and Large Language Models with Lightning How (Actually) Open AI Wins AI & Bitcoin L402: https://docs.lightning.engineering/the-lightning-network/l402 Lightning Network Stakwork Replit Fedi Bitcoin Park ARK Bitcoin Brainstorms

On today’s episode of FYI, hosts Andrew Kim and Nicholas Grous are joined by Roblox CTO Daniel Sturman, as they venture into the dynamic world of this gaming platform. Roblox empowers users to both create and experience unique content. Join us as we explore the multifaceted ways people leverage this technology, from crafting games and orchestrating music concerts to forging immersive brand experiences. We’ll also venture into the future of virtual reality (VR) and emphasize the significance of offering users the choice to engage with content in their preferred manner. Stay tuned for a discussion with Daniel, as we discuss Roblox’s success, confront the challenges in rendering realistic 3D generations, and discover how the company is ensuring safety and civility on the platform. “We try very hard not to create any of our own content. The general idea behind Roblox was one of bringing 3D simulation to people and letting them create whatever they wanted out of that.” – Daniel Sturman Key Points From This Episode: Roblox as a content creation platform Showcasing an early demo of an artificial intelligence (AI) system; enhancing product features Utilizing generative AI to boost casual creative accessibility Addressing challenges in 3D generation and intricate avatar movement Navigating inefficiencies with models not designed for 3D data Leveraging rich safety data to refine generative AI models Anticipating immersive experiences, personalized touches, and expansive growth Prioritizing safety and custom experiences Exploring VR and phone avenues for immersive content creation Enhancing virtual reality communication through spatial sound; ensuring privacy and civility Innovating with real-time word censoring and substitution in models Approaching the horizon of arbitrary generation of user components

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today. This week, Associate Portfolio Manager Nick Grous is joined by Director of Investment Analysis & Institutional Strategies Tasha Keeney and Research Associate Andrew Kim. Together they discuss the Character AI, Full Self Driving Beta v12 and Tesla, and the latest in Walmart’s partnerships with drone delivery companies. Key Points From This Episode: Character AI Tesla FSD Beta v12 Walmart and Drones FSD is Full Self Driving.DAU is Daily Active User.LLM is Large Language Model. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

On today’s episode of FYI, Research Associate Andrew Kim, Asociate Portfolio Manager Nick Grous and ARK Advisor Angie Dalton are joined by Edward Saatchi, the founder of Fable, a company pioneering the use of Artificial General Intelligence in creating generative TV shows and simulations. Together, they explore the influence of AI on animated series like South Park, the power of negotiation with maximum leverage, the current industry strike, the potential of AI in gaming, and the challenges and ambitions of creating original art. Hear about novel AI methods, a groundbreaking 3D world simulation, and the future of fan-made episodes. Whether you’re a seasoned professional or new to the topic, this episode should engage and inform. “Even though we’re five or six years now into GPT. There are no games that use AI NPCs, which is kind of crazy when you think about it” – Edward Saatchi Key Points From This Episode: Edward Saatchi’s background and journey from politics to AI entertainment AI-driven characters and their generative, behavior-based design Shows created from text prompts via AI, not recorded simulations Timing of AI introduction to empower writers, actors during strike Aiming to empower human artists, not merely create protected IP episodes Hurdles include focusing on animation complexity IP (intellectual property) holders need holistic approach to TV show creation; language model a small part Shift towards original, exciting art is needed Artificial General Intelligence (AGI) application in gaming could go beyond producing Non-Player Characters (NPCs) Generative storylines in games could be exciting Game companies and small studios partnering can decentralize the industry, empowering unique creations

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 and Director of Research, Autonomous Tech & Robotics Sam Korus are joined by Director of Investment Analysis & Institutional Strategies Tasha Keeney and Research Associate Daniel Maguire. With Tasha, they discuss the state of autonomous drone delivery, and with Daniel they discuss cost declines in nuclear power. Key Points Form This Episode: The State of Delivery Nuclear Cost Declines Conclusion

Step into the realm of Magic Leap, a company focused on the augmented reality (AR) universe. On today’s episode, the advanced headset, Magic Leap 1, is examined in detail, comparing its performance to other devices on the market. Then we discuss the hurdles the company has encountered in creating appealing content for consumers. Listeners are invited to join in on the discussion about the advancements incorporated into their newest model, the Magic Leap 2, and how it’s being adopted by enterprise customers spanning diverse industries. The applications of wearable technology in the realms of training and healthcare are explored, uncovering how Magic Leap is pioneering revolution in these domains. Join Andrew, Nicholas, and Daniel as the future of augmented reality and the opportunities it presents are investigated. “AR is much, much more difficult to do than VR. It’s much more difficult than pass through VR, which is what you’re seeing Meta and Apple come out with.” – Daniel Diez Key Points From This Episode: Introduction to Magic Leap 1 and its performance compared to HoloLens Feedback from enterprise customers for improvements Highlights of Magic Leap 2: lighter, smaller, bigger field of view Prescription lenses and Dynamic Dimming for better image clarity Software updates for enterprise integration Positive feedback for Magic Leap 2 Benefits of wearable technology in training for industrial and manufacturing scenarios Increased engagement and retention of employees using wearable technology 3D visualization and guided assistance in healthcare for accuracy and safety Remote assistance in the public sector for machinery repairs Potential impact of wearable technology in healthcare delivery Magic Leap’s support for developers and partnerships with major companies Focus on advancing technology and providing a performative platform for AR Applications of Magic Leap technology in architecture, construction, retail, automotive, and manufacturing sectors Comparison with pass-through virtual reality (VR) devices and the revenue potential of the enterprise market Magic Leap’s roadmap for device improvements and strong partnerships Current market position and the belief that AR can deliver immediate value

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 and Director of Research, Autonomous Tech & Robotics Sam Korus are joined by Senior Editor at OnlineCasinos.com Ryan Butler. Together they discuss ESPN BET, and the deal between Penn National Gaming and Barstool Sports, and then Sam and Nick discuss AI’s impact on Global Warming. Key Points From this Episode: ESPN BET AI’s Impact on Global Warming

Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast. Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow. We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change. To learn more, view Big Ideas 2023. This week’s Big Ideas Monday Mini Episode focuses on Smart Contract Networks. In the aftermath of catastrophic failures of centralized crypto intermediaries last year, automated self-executing contracts on decentralized public blockchains offer the alternative of transparent and non-custodial financial services. Decentralization is proving more critical to maintaining the original value proposition of public blockchain infrastructure. According to ARK’s research, as the value of tokenized financial assets grows onchain, decentralized applications and the smart contract networks that power them could generate $450 billion in annual revenue and reach $5.3 trillion in market value by 2030. Watch the video version here.

Hosts Andrew Kim and Nicholas Grous venture into the world of artificial intelligence (AI) in the gaming sector with Marc Whitten, the President of Create at Unity. They discuss AI’s role in creating vivid, immersive 3D experiences. Marc gives them a behind-the-scenes look at the complexities and opportunities involved in deploying AI for content creation in games. They also explore Unity’s mission to make game design accessible to all. The conversation doesn’t stop at gaming; they also cast a wider look at how real-time 3D technology is making waves across various industries. So join Andrew, Nicholas, and Marc on this insightful journey where they blend technology, creativity, and gaming into a captivating exploration. “I believe that we’re going to enter this golden age of inference based techniques used at Runtime and many of those are going to be very small models.” @MarcWhitten Key Points From This Episode: Mark Whitten’s background and role as President of Create at Unity Gaming industry competitiveness and use of AI AI targeting specific players and improving ad monetization Focus on building and maintaining gaming communities AI at Runtime for immersive and dynamic game worlds Non-player character (NPCs) having meaningful conversations and shaping game experiences Implications and challenges of generative AI in game development Unity’s use of AI tools and collaboration with Apple Apple’s approach to spatial computing and Vision OS Orchestration of AI techniques through Muse platform Solving content creation crisis in the industry Productivity gains and increased number of creators with AI tools Challenges and benefits of using neural network-based features in games Cintus platform for local model execution and improved performance Designing games for different platforms and input methods Real-time and 3D technology in non-gaming industries Unity’s goal of expanding applications and accessibility of tools AI’s role in content creation across various industries Unity’s focus on real-time and 3D technology in different sectors Partnerships with various platforms and potential for creativity

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 and Director of Research, Autonomous Tech & Robotics Sam Korus are joined by ARK Research Associate, David Puell. Together they discuss ARK’s Bitcoin Monthly Report and crypto outlook, the hunt for AI computing, what CoreWeave is doing to secure more GPUs, and more. Key Points From This Episode: Intro Crypto Outlook The Hunt for AI Computing and CoreWeave Audience Q&A

Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast. Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow. We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change. To learn more, view Big Ideas 2023. This week’s Big Ideas Monday Mini Episode focuses on Autonomous Ride Hail. Today, autonomous ride-hail services delight riders across ~15 cities internationally* and should scale into widespread commercial adoption within the next ten years. Autonomous technology should reduce the cost of mobility to ~12% the average cost of human-driven ride-hail service today. ARK’s research suggests that global autonomous ride-hail platforms will create $14 trillion in enterprise value, based on $4 trillion in revenue during the next five years. Watch the video version here. *This number includes both commercial and non-commercial services operating at the end of 2022. Sources: ARK Investment Management LLC, 2023. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results.

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: Preston Pysh – Show Host and Co-Founder, The Investor’s Podcast Network and Advisor, Ego Death Capital Jack Mallers – CEO and Founder, Strike Obi Nwosu – CEO and Co-Founder, Fedi Rod Roudi – Co-Founder, Bitcoin Park Harry Sudock – Chief Strategy Officer, GRIID and Partner, Bitcoin Park Cathie Wood – CEO, CIO and Founder, ARK Invest Yassine Elmandjra – Crypto Lead, ARK Invest Key Points From This Episode: 00:00 Intro to the Bitcoin Brainstorm and Bitcoin Park in Nashville 4:30 Our panel discusses Jack Dorsey’s thoughts on Bitcoin as the currency of the internet 8:30 Dr. Art Laffer’s discovery and interest in Bitcoin 10:30 How Bitcoin can potentially benefit communities like those in Kenya 19:00 What countries are moving the fastest to adopt Bitcoin as a currency and how does the global south view Bitcoin generally 26:20 Jack’s thoughts on the modern day monetary policy and why it may be destroying the middle class 28:31 Why Bitcoin might be too volatile for many people living in poverty, but crypto solutions like stablecoins could be a better option 30:35 Potential routes of scalability for Bitcoin, including the potential for a third layer, beyond Lightning 35:20 Comparing Visa’s network to the Lightning network and the argument that Bitcoin does not have a scaling problem 39:26 How Jack Dorsey and Block are working to grow the Lightning network 44:39 The cooperation that exists within the Bitcoin ecosystem and why 49:10 Bitcoin’s role in enabling businesses to reach more people globally 54:38 The comparison of Lightning channels to traditional fiat channels 56:30 Why Bitcoin might be the most inclusive currency 01:00:49 How Bitcoin could be unlocking a new customer that was otherwise unwilling to bank, similar to how Robinhood unlocked a new investor base with lower barriers to entry 01:03:42 The ability to focus on markets that other people are unable to focus on may be one of Bitcoin’s most valuable current features 01:06:15 Obi’s recounting of Gridless, a Kenyan Bitcoin mining company that has transformed villages in Africa 01:10:00 Preston’s comparison of Bitcoin to Mitochondria 01:11:02 Conclusion, and final thoughts from Harry, Preston, Obi, Yassine, Jack and Cathie Show Notes: June ARK Invest Bitcoin Monthly – https://twitter.com/dpuellark/status/1676733038674190338 Money Matters Podcast with Jack Mallers and guest Jack Dorsey https://podcasts.apple.com/us/podcast/ep-1-jack-dorsey/id1695949365?i=1000619425244 Ai4ALL Hackathon – https://bolt.fun/tournaments/ai4all/overview To learn more about Bitcoin Park – bitcoinpark.com

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 and Director of Research, Autonomous Tech & Robotics Sam Korus are joined by ARK Chief Futurist Brett Winton. Together they discuss the possibility of a Room Temperature Superconductor, what we are learning about ad spending from company earnings reports, and Sam Altman’s Worldcoin. Key Points From This Episode: Intro Potential Super Conductor Ad Spending Worldcoin

Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast. Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow. We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change. To learn more, view Big Ideas 2023. This week’s Big Ideas Monday Mini Episode focuses on Bitcoin. We believe Bitcoin’s long-term opportunity is strengthening. Despite a turbulent year, Bitcoin has not skipped a beat. Its network fundamentals have strengthened and its holder base has become more long-term focused. Contagion caused by centralized counterparties has elevated Bitcoin’s value propositions: decentralization, auditability, and transparency. The price of one bitcoin could exceed $1 million in the next decade. Sources: ARK Investment Management LLC, 2023. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security or cryptocurrency. Past performance is not indicative of future results.

On this episode of FYI, we explore the strategic launch of Meta’s Threads and their significant impact on brands with a keen focus on brand safety. We discuss how large brands tend to be risk-averse and how Twitter’s brand safety issues have made Meta’s Threads appealing for advertisers. We also explore the rise of TikTok as a platform for performance advertising, along with the advantages of Meta’s algorithm for performance advertising. We touch on the success and challenges of brand characters and the importance of authenticity in content. Additionally, we delve into the significance of organic content on TikTok before running ads, the role of social proof, and the rise of retail media and over-the-top (OTT) advertising. We analyze the impact of Threads on brand safety perceptions and the differing perspectives on Threads and Twitter. We also explore the recent announcements of creator funds by Snap and Meta and their implications. We delve into VaynerMedia’s role in digital advertising and their integrated creative and media approach. Finally, we discuss the excitement surrounding Roku’s partnership with Shopify in TV-generated commerce and the potential for targeted advertising based on collected data. Join us as we explore these timely and relevant topics with our guest, Jon Morgenstern. “It was strategic and very smart timing, at least in the perspective of brands, for Meta to launch threads when they did.” @JonMorgenstern Key Points From This Episode: Gary Vaynerchuk and VaynerMedia loves being early in social media Smart timing for Meta’s launch of threads. Brands value brand safety and may pull back due to risk on Twitter What Threads might offer advertisers Twitter strategically pressures Meta in creator monetization Twitter’s future lies in short video TikTok’s threads and comments generate engagement Creating successful brand characters is difficult TikTok drives organic engagement and social proof Roku’s news with Shopify play buzzes excitement Possible precedents for multiple players in Threads Evolving Instagram with new features and integration

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 and Director of Research, Autonomous Tech & Robotics Sam Korus are joined by ARK Director of Investment Analysis. Together they discuss Tesla Earnings, Hollywood Strikes, and general AI Updates, including Meta’s Llama 2. Key Points From This Episode: Tesla Earnings Hollywood Strikes AI Updates

Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast. Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow. We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change. To learn more, view Big Ideas 2023. This week’s Big Ideas Monday Mini Episode focuses on Electric Vehicles. Investors once questioned whether the future was electric. Demand for EVs has scaled despite a pause in cost declines caused by commodity price shocks. Now investors doubt whether or not the growth will be exponential. The debate around electric vehicles has shifted from demand to supply. Based on Wright’s Law, ARK forecasts that EV prices will decline and sales will increase more than 7-fold, or 50% at an annual rate, from roughly 7.8 million in 2022 to 60 million units in 2027. The biggest downside risks to our forecast are supply constraints that could continue to impact pricing and the speed at which traditional automakers transition to electric vehicles. Sources: ARK Investment Management LLC, 2023. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results.

When ARK CEO and CIO Cathie Wood was discussing Bitcoin and Digital Assets in general with her mentor and famed economist Dr. Arthur Laffer, he told her that it reminded him of an era before the Federal Reserve existed. This idea spurred Cathie to invite Dr. Laffer on the FYI podcast to further discuss the history of money in general and what Bitcoin’s role in the history of money might be. Alongside Cathie and Art, we are also pleased to welcome Ophelia Snyder, the Co-Founder and President of 21.co, a Cryptocurrency Exchange Traded Product (ETP) provider. In the discussion, Cathie, Art and Ophelia discuss the original idea of centralized money, the economic booms and busts of the past, the transparency of digital assets and much more. “And the more decentralized and transparent the ecosystem is, the better. The more secure.” @OpheliaBSnyder Key Points From This Episode: The United States early definition of a dollar The relatively novel concept of centralized money A world before the Federal Reserve (Fed) in 1913, and how the Fed changed money Economic booms and busts in history starting with The Great Depression How the real economy has changed in the US and globally What a new Gold-Standard in the world of Digital Assets look like Art argues for the necessity of a price rule Stable coins and some of their inherent challenges Bitcoin’s similarities to Gold The number of wallets that hold Bitcoin long term The potentially changing role of the SEC Why a more transparent and decentralized ecosystem may be beneficial Please note that 21.co and ARK are unaffiliated entities.