FYI - For Your Innovation

$7 trillion for an AI chip? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Chief Futurist Brett Winton and Multi-Omics Analyst Ali Urman. Together they discuss Sam Altman's plan to raise $7 trillion for an AI chip, and drug pricing.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:$7 Trillion AI ChipFear and Regulation in AIDrug PricingFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

A full review of the Apple Vision Pro! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the new Apple Vision Pro, Meta's VR and AI ambitions and Tesla in ARK's Big Ideas 2024.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Apple Vision ProMeta's VR and AITesla in Big Ideas 2024For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.Guests on this month’s Bitcoin Brainstorm include:Senator Cynthia Lummis: Senator, WyomingPerianne Boring: CEO and Founder, Chamber of Digital CommerceEric Balchunas: Senior ETF Analyst, BloombergAlex Thorn: Head of Research, Galaxy DigitalOphelia Snyder: Co-Founder and President, 21SharesYassine Elmandjra: Director of Digital Assets, ARK Invest Cathie Wood: Founder, CEO and CIO, ARK InvestRod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode:00:00:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests00:05:01 Cathie sets the stage for what led to the eventual approval of the bitcoin ETF00:10:34 Why a bitcoin ETF can be a bridge between the traditional financial world and the world of innovation and digital assets00:17:30 What made the launch of bitcoin ETFs different from any other ETF launch in history00:19:59 Will the launch of bitcoin ETFs lead to fast tracking policy around digital assets in general?00:29:11 Senator Lummis outlines the impact Sam Bankman-Fried is still having on digital asset legislation in the Senate00:38:51 The impact education makes on the cryptocurrency industry as a whole00:45:20 Why did so many assets flow to bitcoin ETFs in the first few weeks, when bitcoin has existed since 200800:55:32 What are some of the trade-offs of using a bitcoin ETF to gain exposure to the asset rather than bitcoin itself00:57:03 Comparing the impact the Federal Reserve can have on the equity market to how decentralized bitcoin and the Bitcoin network is01:06:00 Why has bitcoin been so resilient in the face of controversy01:10:30 How popular will bitcoin ETFs end up being?Links Mentioned in this Episode:Learn more about Bitcoin Park: bitcoinpark.comParker Lewis book, Gradually Then Suddenly: https://academy.saifedean.com/product/gradually-then-suddenly-hardcover/Learn more about Senator Cynthia Lummis: https://www.lummis.senate.gov/

On today’s episode of FYI, ARK CEO and CIO Cathie Wood and ARK Advisor Angie Dalton interview Commissioner Caroline Pham from the Commodity Futures Trading Commission (CFTC). The episode explores the intricacies of digital asset regulation and the CFTC's role in overseeing derivatives markets. Commissioner Pham shares her extensive background in both the public and private sectors, touching on the evolution of financial regulations, crypto's impact on traditional markets, and the potential of blockchain technology. Key discussions include the CFTC's bipartisan structure, its approach to crypto regulation, and insights into the interplay between technology, finance, and regulation. This episode provides a unique perspective on the balance between innovation and regulation in the rapidly evolving digital asset landscape.“There's no good version of AI, nor evil. It's just technology, and why not study it and use it and see if you can deploy it if it's going to make sense for you and your clients, your stakeholders, and your investors.” – Commissioner Caroline PhamKey Points From This Episode:Introduction of Commissioner Caroline Pham and her role at the CFTC.Pham's disclaimer clarifying her personal views do not represent the CFTC.Overview of the CFTC's structure and comparison with the SEC.Discussion of the derivatives market and its vast scope.Pham's background, including her work during the financial crisis and with Dodd-Frank Act.Insight into the regulatory treatment of Bitcoin and other cryptocurrencies.Pham's career journey from the public to the private sector, focusing on financial regulation and compliance.Exploration of blockchain technology's potential in various sectors beyond finance.Commissioner Pham highlights the integration of blockchain technology in gaming, focusing on its potential to create new types of in-game economies and digital interactions.The importance of understanding the risks and regulations associated with digital assets.Final thoughts on the future of regulation in the digital asset space.

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

Addressing common bitcoin myths! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Director of Digital Assets Yassine Elmandjra. Together they discuss some of the common bitcoin myths circulating, especially after Jamie Dimon's comments at Davos and the bitcoin ETF approval. If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Debunking bitcoin mythsMr Beast's revenue on XFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Did the Apple Vision Pro flop? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss Rabbit R1, Apple vs. Epic Games court case, and a potential Apple Vision Pro Flop.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Rabbit R1Apple Vs. Epic GamesVision Pro Flop?For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

On this episode of FYI, we dive into the intricacies of crypto infrastructure with Konstantin Richter, the CEO and founder of Blockdaemon, and Chris Sharp, Blockdaemon's Chief Technology Officer (CTO). They cover Blockdaemon's journey, highlighting the challenges and opportunities in the early crypto market. Konstantin and Chris share insights into the evolving belief in cryptocurrencies like Bitcoin and Ethereum, reflecting on their growing acceptance in mainstream finance. They then discuss developing Blockdaemon's product suite, transitioning from basic node operations to sophisticated services like staking and Application Programming Interface (API) integrations. The conversation explores the importance of decentralization and multi-party computation in ensuring crypto security, emphasizing Blockdaemon's commitment to robust and reliable infrastructure. Finally, they touch on the diverse regulatory landscapes in Asia, Europe, and the U.S., exploring their impact on the crypto industry and the future possibilities in this rapidly evolving sector."Not a lot of people saw the benefit of like, ‘Hey, why do I want to pay someone to do something? I can just download some open-source software and run on the server myself’. Even if it's janky, the requirements in the network and expectation around crypto was low enough that people weren't like, ‘Hey, I need to make sure there's instant settlement that my transaction goes through.’” - Konstantin Richter Key Points From This Episode:Origin of BlockdaemonUnique challenges in maintaining and operating crypto infrastructureThe importance of multi-party computation in crypto securityThe evolving belief and adoption of Bitcoin and EthereumDecentralization and resistance to censorship in cryptoBlockdaemon's impact on crypto infrastructureAcquiring a wallet company, Sepior, and its implicationsBlockdaemon’s product evolutionThe importance of reliability and distributed computing in crypto networksPerspectives on the evolution of the crypto market

On today’s episode of FYI we will be featuring the most recent In The Know with Cathie Wood, a monthly video series that covers fiscal policy, monetary policy, market signals, economic indicators, and innovation. On this specific In The Know, Cathie Wood is joined by ARK Director of Digital Assets, Yassine Elmandjra. Together, they discuss ARK's history with bitcoin, bitcoin spot ETF approval, the upcoming halving, and why we believe bitcoin is both a risk-on and risk-off asset. Key Points From This EpisodeARK's history with bitcoinBitcoin Spot ETF ApprovalBitcoin halvingWhy we believe bitcoin is both a risk-on and risk-off assetFiscal policyMonetary policyMarket signalsEconomic indicatorsInnovation updates

The convergence among technologies: robotics and artificial intelligence. This week, Autonomous Technology and Robotics Director of Research Sam Korus and Chief Futurist Brett Winton discuss the rapidly evolving robotics landscape and how AI has greatly improved robotic performance.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:The convergence of AI and roboticsFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints. Guests on this month’s Bitcoin Brainstorm include: Parker Lewis: Head of Business Development, Zaprite Lyn Alden: Founder of Lyn Alden Investment Strategy Ryan Gentry: Director of Business Development, Lightning Labs Preston Pysh: Show Host and Co-Founder, The Investor’s Podcast Network and General Partner, Ego Death Capital Lucas Nuzzi: Head of Research and Development, CoinMetrics Yassine Elmandjra: Director of Digital Assets, ARK Invest Cathie Wood: Founder, CEO and CIO, ARK Invest Rod Roudi: Co-Founder, Bitcoin Park Key Points From This Episode: 00:00:16 When episode actually starts 00:00:00 Rod Roudi introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests 00:04:30 Rod introduces one of the biggest stories in bitcoin: the potential approval of a spot bitcoin ETF 00:16:54 The group considers bitcoin as an asset in a diversified portfolio 00:26:35 What is the long term viability of bitcoin as a store of value, or as a currency? 00:34:56 How the infrastructure around bitcoin has improved in recent years 00:43:34 The volume on the lightning network grew 12x in 2023 00:51:11 Comparing Bitcoin network transaction volume to large credit card networks 01:01:01 How bitcoin can be utilized as a decentralized Venmo 01:04:34 What our guests are most excited about in the world of bitcoin heading into 2024 Important Links From This Episode:· Lyn Alden’s Book, Broken Money: https://www.lynalden.com/broken-money/· Parker Lewis’ Book, Gradually Then Suddenly: https://graduallythensuddenly.xyz/· Clark Moody Dashboard: Halving date tracking towards is April 19, 2024: https://bitcoin.clarkmoody.com/dashboard/· River Lightning report: https://blog.river.com/the-lightning-network-in-2023/· Preston Pysh’s 2% bitcoin portfolio reference: https://twitter.com/PrestonPysh/status/1349385684071677952· Nashville Energy & Mining Summit at Bitcoin Park: bitcoinpark.com/mining· Learn more about Bitcoin Park: bitcoinpark.com

This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous reflect on 2023. Nick and Sam discuss each of their favorite stories in disruptive innovation this year as we close out 2023.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Nick's favorite consumer technology 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