FYI - For Your Innovation
Technology
Business
ARK Invest
The FYI - For Your Innovation Podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs. Hosted by ARK Invest, ARK and guests provide a unique perspective on how to best understand disruptive innovation.
What Will Fuel Bitcoin’s Next Leg Of Growth?
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.Guests on this month’s Bitcoin Brainstorm include:Cathie Wood: Founder, CEO and CIO, ARK InvestGrant Gilliam: Co-Founder and Managing Partner, Ten31Barry Deen: CEO, Bitvora Inc.Joe Kelly: Co-Founder and CEO, UnchainedYassine Elmandjra: Director of Digital Assets, ARK Invest Rod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode:00:01:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests00:04:09 bitcoin may be at all-time highs (as of October 30, 2024), but it seems like bitcoin attention is no longer at a fever pitch00:12:10 What are the implications of financial regulation on innovation?00:20:13 What are bitcoin infrastructure builders, and bitcoin entrepreneurs thinking about the current state of governmental regulation in the United States?00:26:40 How are the various bitcoin companies converging and working together to accelerate innovation?00:34:42 Why Layer 2s like the Lightning network are critical to advancing bitcoin adoption beyond a savings tool00:41:41 The global adoption of bitcoin is still very low, and simply making it accessible can be its next leg of growth00:53:14 Why does Barry have a saying “Everything is good for bitcoin”?00:57:56 Why does Cathie believe accreditation rules in the United States are un-American?00:59:42 What does the future of bitcoin hold and how might the election impact it?Links Mentioned in this Episode:Learn more about Bitcoin Park: bitcoinpark.comLearn more about Bitcoin technology investment firm, Ten31: Ten31.vcLearn more about Bitcoin and Lightning payments API, Bitvora: Bitvora.comLearn more about Bitcoin native financial services company, Unchained Capital: Unchained.com
01:07:4504/11/2024
The Future of AI and Drug Development: Insights from Absci’s Sean McClain and Andreas Busch
In this episode of FYI, Brett Winton and Charlie Roberts sit down with Sean McClain, CEO and founder of Absci, and Andreas Busch, Absci's Chief Innovation Officer, to explore how AI is transforming drug discovery and development, particularly in the biologic space. Sean shares how Absci is using AI to tackle the design problem in drug discovery, unlocking new possibilities for "undruggable" targets. Andreas provides insights into the challenges of translating these advancements into real-world therapies, drawing from his deep experience in Big Pharma. Together, they discuss the role of AI in reducing the time and cost of developing new therapies and its potential to reshape the pharmaceutical landscape.Key Points From This Episode:The role of AI in addressing previously "undruggable" targets like GPCRs and ion channels.How Absci’s AI-driven approach has shifted from synthetic biology to designing antibodies and biologics for drug discovery.The importance of leveraging partnerships with pharma companies like AstraZeneca and Merck to unlock novel biology.Andreas Busch’s transition from Big Pharma to Absci, emphasizing how smaller biotech companies attract top talent and foster innovation.AI’s role in shortening drug development timelines and reducing costs, allowing companies like Absci to develop differentiated assets faster.The blend of best-in-class and first-in-class strategies in Absci’s portfolio, balancing risks in novel biology and proven therapeutic areas.How AI models are used to design antibodies with specific affinities and predict drug candidates, a first in antibody drug design.The critical role of integrating domain expertise, such as Andreas’s experience in drug development, into AI-driven drug discovery.Insights on the future of AI in biology, predicting targets, epitopes, and potential breakthroughs in drug development.The importance of talent and culture in building cutting-edge biotech companies.s.
01:07:0001/11/2024
Tesla With Tasha | The Brainstorm EP 66
Will Tesla take over Uber? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Investment Analysis & Institutional Strategies Tasha Keeney to discuss Tesla's recent earnings call, highlighting the company's focus on cost reductions and future plans for autonomy and ride-hailing services. They also delve into the advancements in AI agents, particularly Anthropic's new capabilities, and the competitive landscape of AI technology. The conversation wraps up with insights into Meta's product developments and the evolving search engine market.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Tesla's earnings exceeded expectations due to aggressive cost reductions.The company is testing a ride-hail platform with plans to launch next year.Anthropic's AI models are leading in new capabilities for computer navigation.Meta's Ray-Ban smart glasses are gaining significant market traction.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
30:3431/10/2024
Elon's Historic Week: Cybercab And Starship | The Brainstorm EP 65
It’s a good week to be Elon Musk! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Director Of Investment Analysis & Institutional Strategies Tasha Keeney discuss recent launch of Cybercab, and the successful landing of SpaceX’s starship rocket.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:SpaceX successfully landed the booster of it’s Starship rocket on this 5th historic launchTesla unveiled its Cybercab autonomous taxi and we discuss what it was like to ride in first handFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
28:0716/10/2024
Unveiling Proteins: The Future Of Single-Cell Proteomics With Professor Nikolai Slavov
In this episode of FYI, Brett Winton, ARK's Chief Futurist, and Nemo Marjanovic, ARK's Multiomics Analyst, have an in-depth discussion with Professor Nikolai Slavov from Northeastern University. Professor Slalov is the Director of Parallel Squared Technology Institute (PTI). Together they explore the fascinating and complex world of multiomics, focusing on the importance of proteomics in understanding biological processes. Professor Slavov shares his insights on the technological advancements in single-cell proteomics, the challenges in measuring protein interactions, and the critical role of proteomics in drug development. The conversation also delves into the underfunded nature of proteomics research and its potential to revolutionize biopharma R&D and diagnostics.Key Points From This Episode:Introduction to multi-omics and its relevance in modern biology.Explanation of the central dogma of molecular biology: DNA, RNA, and proteins.Overview of Professor Slavov's research on single-cell proteomics and its implications.Challenges in measuring the dynamic and complex nature of the proteome.The role of advanced technologies like mass spectrometry in proteomic analysis.Importance of protein interactions and modifications in cellular functions.Discussion on the underfunding of proteomics research and its impact on scientific progress.The potential of proteomics to improve drug development and diagnostic precision.Advances in AI and data analysis techniques for better understanding protein structures and functions.Future frontiers in proteomics, including improved technology access and dynamic protein measurements.References:MacCoss, M.J., Alfaro, J.A., Faivre, D.A. et al. Sampling the proteome by emerging single-molecule and mass spectrometry methods. Nat Methods 20, 339–346 (2023). https://doi.org/10.1038/s41592-023-01802-5 Derks J, Jonson T, Leduc A, Khan S, Khoury L, Rafiee M, Slavov N Single-nucleus proteomics identifies regulators of protein transportbioRxiv doi: 10.1101/2024.06.17.599449 (2024)
01:10:4610/10/2024
Chip-ing away at Nvidia's Dominance? | The Brainstorm EP 64
Are there any chip makers that can compete with Nvidia? This week, Next Generation Internet Director of Research Frank Downing, and Autonomous Technology and Robotics Director of Research Sam Korus discuss the S1 filing of Cerebras and what that might mean for the AI hardware space.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:00 Intro00:00:52 An Overview of Cerebras, and Their Plans to IPOFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public The Rundown: https://podcasts.apple.com/us/podcast/the-rundown/id1726048251To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
13:1909/10/2024
Buckle Up, Orion Is Taking Us To The Metaverse | The Brainstorm EP 63
Are Meta's Orion glasses enough to convince you to exist in the metaverse? This week, Director of Research, Next Generation Internet Frank Downing, and Associate Portfolio Manager Nick Grous discuss Meta's recent product launches at Meta Connect, focusing on their AI initiatives, particularly the Llama language models, and the integration of AI into their hardware products like the Ray-Ban glasses. If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Meta is open sourcing their Llama models, democratizing access to AI.The Ray-Ban glasses integrate AI features seamlessly into daily life.Orion represents a long-term vision for augmented reality.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
22:5802/10/2024
Klarna Is Transforming Shopping | The Brainstorm EP 62
Imagine never having to hunt the internet for the lowest price on an item again! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the evolving landscape of digital wallets and purchasing agents, focusing on Klarna's recent developments.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Klarna is evolving from buy now, pay later to digital wallets.The introduction of purchasing agents could disrupt traditional marketplaces.Digital wallets may become a winner-take-most market.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
26:2227/09/2024
Transforming Retail Investing in Korea with Toss Securities CEO Seungyeon (SY) Kim
In this episode of FYI, Brett Winton, ARK Invest’s Chief Futurist, and CEO/CIO Cathie Wood, engage in a discussion with Seungyeon (SY) Kim, the CEO of Toss Securities. SY shares his journey from working at global tech giants like Google and TikTok to leading Toss Securities, a company often dubbed the "Robinhood of Korea." The conversation explores the unique approach Toss Securities takes by integrating social media features into its trading platform, fostering community engagement among investors. They also discuss the retail investing landscape in Korea, the potential global expansion of Toss Securities, and the intersection of social media, finance, and AI in reshaping the future of trading."In a couple of years time, I don't think we might need apps or mobile phones to trade stocks." - SY KimKey Points From This Episode:SY’s career journey from Google and TikTok to becoming the CEO of Toss Securities.The unique social media features integrated into Toss Securities' platform.Comparisons between Toss Securities and Robinhood, and the distinct approach SY’s team takes.The impact of social engagement on trading volumes within the Toss platform.The potential role of AI in the future of trading and investing.The growing interest of Korean investors in U.S. equities, driven by market trends and cultural factors.The importance of innovation in both the tech and financial sectors and its implications for the future.The regulatory environment in Korea and how it supports innovation in financial services.Toss Securities' ambitions for international expansion, particularly in the U.S. market.The relationship between crypto market trends and the growth of retail investing in Korea.
30:0826/09/2024
How Many R's Are In 'Strawberry'? | The Brainstorm EP 61
Can overthinking actually be beneficial? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Next Generation Internet Director of Research Frank Downing to discuss updates to OpenAI's latest model and the benefits of increasing AI "thinking" time.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:The O1 model represents a breakthrough in AI reasoning.Inference time can be optimized for better performance.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
19:2919/09/2024
Apple's Generative AI Is Coming...Soon? | The Brainstorm EP 60
Is Apple's strategy to launch Apple Intelligence wise? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Jozef Soja to discuss Replit and updates to Apple Intelligence at their recent product announcement event.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Replit Agent is a coding agent developed by Replit that can create web apps autonomously.Apple's hardware updates focus on generative AI and health features.Established companies face challenges in productizing AI models.There is potential for newer entrants in the AI space.Upcoming releases from OpenAI and Oracle are anticipated.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
19:5213/09/2024
The Evolution Of AI: Insights From Manu Sharma Of Labelbox
In this episode of FYI, Brett Winton, ARK’s Chief Futurist and Frank Downing, ARK’s Director of Research, Next Generation Internet, welcome Manu Sharma, founder of Labelbox. The conversation examines the rapid evolution of Artificial Intelligence (AI) since the introduction of ChatGPT, highlighting how Labelbox has adapted from basic data labeling to sophisticated AI alignment using Ph.D.-level experts. They explore the profound changes in the AI landscape, the significance of reinforcement learning from human feedback, and the future of AI in increasing productivity and transforming industries. Listen in as they uncover the trends driving AI innovation and the growing importance of human preferences in shaping powerful models."There is a really interesting development happening in the industry, which is all these models had to get bigger only to get smaller." - Manu SharmaKey Points From This Episode:The shift from traditional data labeling to sophisticated AI alignment post-ChatGPT.The role of Ph.D.-level experts in training and aligning foundation models.How RLHF (Reinforcement Learning from Human Feedback) has become essential in AI development.The impact of generative AI on enterprise productivity and consumer applications.The concept of model distillation and its importance in creating efficient, smaller models.The future potential of AI assistants and the economic implications of AI pricing models.Labelbox’s evolution into a data factory, powering major foundation models with high-quality data.The ongoing challenges in AI, including the need for better reasoning capabilities in models.The distinction between pre-training and post-training data needs and strategies.The potential of AI in real-world applications, including robotics and specialized industry
48:2812/09/2024
Cathie Wood, Art Laffer and Preston Pysh From The Bitcoin Conference 2024 | Bitcoin Brainstorm 13
Typically, in coordination with Bitcoin Park, ARK publishes a monthly conversation with leaders in the bitcoin space, to discuss everything happening in the rapidly-changing and still nascent bitcoin ecosystem. This month’s edition of the Bitcoin Brainstorm, however, features Preston Pysh, Show Host and Co-Founder of The Investor’s Podcast Network and General Partner at Ego Death Capital, interviewing ARK CEO and CIO Cathie Wood and famed economist Dr. Art Laffer at the Bitcoin conference in Nashville, Tennessee. They covered all things bitcoin, ranging from why each grew interested in bitcoin to begin with, all the way to what they see for the bitcoin space in the future. Guests on this month’s Bitcoin Brainstorm include:Preston Pysh: Show Host and Co-Founder of The Investor’s Podcast Network and General Partner at Ego Death CapitalCathie Wood: Founder, CEO and CIO, ARK InvestDr. Art Laffer: EconomistKey Points From This Episode: ARK’s early interest in bitcoinHow Dr. Art Laffer was first introduced to bitcoinSome history of money, as told by Dr. Art LafferBitcoin's monetary policy and how it relates to supply-side economicsBitcoin's positioning as private money in the world stageInherent anonymity of bitcoin and its importanceThe future of bitcoin Links Mentioned in this Episode: · Learn more about Bitcoin Park: bitcoinpark.com
01:09:5405/09/2024
Who Captures Value In An AI World? | The Brainstorm EP 59
Are LLM wrappers a viable business model? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss how to capture economic value in an AI age.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Amazon demonstrates the developer time savings of deploying it's own internal AI toolA discussion around the economic ROI of AIFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
31:2704/09/2024
Revolutionizing Hollywood: Inside Kino’s Interactive Streaming Platform
In this episode of FYI, Brett Winton and Nick Grous sit down with Daril Fannin and Austin Worrell from Kino to discuss how their innovative platform is reshaping the film and television industry. Daril and Austin share their unique journeys and the inspiration behind Kino, a platform designed to democratize content distribution for independent filmmakers. They explore how Kino leverages interactivity and data-driven insights to offer fans a premium, interactive movie premiere experience from the comfort of their homes, challenging the traditional Hollywood model. Tune in to learn how Kino aims to empower the next generation of filmmakers and transform how we engage with content."What we do is we give fans the ability to get the experience of a Hollywood red carpet premiere from the comfort of your own living room." - Daril FanninKey Points From This Episode:The inspiration behind Kino, rooted in the founders' diverse backgrounds.The inefficiencies and inequities in the traditional Hollywood system.How Kino provides a digital box office experience, enabling fans to interact with filmmakers.The role of interactivity in Kino’s platform, blending social media and streaming.The challenges independent filmmakers face in today's content distribution landscape.How Kino offers data-driven insights to filmmakers, enhancing content monetization.The evolving landscape of content consumption and the shift towards interactive experiences.Kino’s strategy to empower filmmakers and meet the demands of modern audiences.A comparison between traditional streaming platforms and Kino’s innovative approach.Predictions for the future of entertainment, focusing on democratization and interactivity.
51:0429/08/2024
Home Insurance With Kyla Scanlon | The Brainstorm EP 58
Is there a home insurance crisis? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Kyla Scanlon to discuss the issues surrounding home insurance and its connection to housing supply, climate change, reinsurance, and regulation.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Home insurance is a critical issue due to the gap between housing supply and available insurance.The increasing frequency and severity of natural disasters have made insurance more expensive and led to insurers pulling out of certain markets.Regulation plays a role in the affordability and availability of home insurance, with some states capping insurance rate increases.The home insurance crisis has implications for the U.S. economy and consumer sentiment, as homeownership is a significant contributor to asset wealth creation.Possible solutions include legal reform, micro insurance products, collaborative programs, and building climate resilient homes.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
23:4528/08/2024
How Proximity Will Transform Industries with Rob Wolcott
In this episode of FYI, Brett Winton, ARK’s Chief Futurist, engages in a compelling conversation with Rob Wolcott, author of Proximity: How Coming Breakthroughs Will Transform Business, Society, and Daily Life. They explore how digital technologies are pushing production and value creation closer to the moment of demand, reshaping industries from manufacturing to healthcare. Rob discusses the concept of proximity and its implications for business strategy, resilience, and customization, offering insights into the future of technology and its impact on our daily lives."In the future, all content will be produced in real time for an audience of one." - Rob WolcottKey Points From This Episode:Introduction to Rob Wolcott and his book, Proximity: How Coming Breakthroughs Will Transform Business, Society, and Daily Life.The fundamental differences between digital and industrial-age technologies.How proximity can predict the future direction of industries.The impact of proximity on manufacturing, including the role of additive manufacturing.The role of AI in enhancing proximity by providing real-time, customized content.The implications of proximity for healthcare, particularly in early diagnosis and personalized treatments.Discussion on the economic and strategic benefits of reshoring and localized production.The potential societal effects of increased atomization through technology.The role of humanoid robots and autonomous vehicles in a proximate world.Predictions on how proximity will continue to evolve and influence various sectors.
55:2722/08/2024
Are AI Researchers Here? | The Brainstorm EP 57
Are we entering a no-code future? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss Sakana AI, a project by an AI research lab in Japan that aims to automate the scientific method. The team has created a system that can generate research ideas, write code for experiments, and produce academic papers. While the system shows promise, it has limitations and is better at tasks it was trained on. The conversation also touches on the future of coding, the potential for a no-code future, and the importance of communication skills in working with AI.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Sakana AI is a project that aims to automate the scientific method by generating research ideas, writing code for experiments, and producing academic papers.The system shows promise in accelerating the research process and generating new ideas, but it has limitations and is better at tasks it was trained on.The future of coding may involve higher levels of abstraction, with AI systems generating code based on human language prompts.There is a potential shift towards a no-code future, where people can get what they need from AI systems through simple text prompts.Effective communication skills will become increasingly important in working with AI systems, as they rely on clear instructions and prompts.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
23:4921/08/2024
Mastering Venture Capital: Ilya Strebulaev’s Key Principles for Success
On this episode of FYI, ARK’s Chief Futurist Brett Winton and Venture Capital Research Associate Chase Prather welcome Ilya Strebulaev, author of "The Venture Mindset" and a professor at Stanford University. With over 20 years of experience teaching private equity principles and venture capital, Ilya shares invaluable insights from his book. The conversation covers the unique decision-making approaches of venture capitalists, the importance of embracing uncertainty, and practical applications of the venture mindset for corporate leaders and investors. "Conviction beats consensus every single time in the venture capital environment." - Ilya Strebulaev Key Points From This Episode:Introduction of Ilya Strebulaev and his background.Discussion on the importance of a venture mindset in decision-making.The concept of "agree to disagree" and its significance in venture capital.Examples of successful and unsuccessful corporate venture investments.The role of charisma and resilience in identifying great founders.Differences between corporate venture funds and traditional VC firms.The impact of leadership and long-term incentives on corporate innovation.The necessity of dynamic decision-making in uncertain environments.The future of artificial intelligence (AI) in venture capital and its limitations.The importance of structured decision-making processes in organizations.
56:3115/08/2024
Crypto Unwind And Electric Cost Decline | The Brainstorm EP 56
Is nuclear on the rise? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Lorenzo Valente to discuss Jump Crypto and electricity cost declinesIf you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Is crypto unwinding?The economics of nuclear energyFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
18:1614/08/2024
An Artificial Intelligence Conversation with Andrew Ng
On this episode of FYI, ARK’s Chief Futurist Brett Winton, and Chief Investment Strategist Charlie Roberts sit down with artificial intelligence (Al) luminary Andrew Ng to explore the deployment of artificial intelligence and the evolution of AI education. Andrew shares insights from his extensive career, including his work with Google Brain, Baidu, Coursera, and his current AI fund. We analyze the transformative potential of AI, especially in how large corporations can harness it, the progression toward agentic systems, and the contentious topic of open-source AI. This episode provides a comprehensive overview of AI's current status and future trajectory, offering invaluable insights for technology enthusiasts."For the last 10-15 years, there have constantly been a small number of voices saying AI is hitting a wall. I think that a lot of statements to that effect were all over and over proven to be wrong. I think we're so far from hitting a wall." -Andrew Ng Key Points From This Episode:- Andrew Ng's significant contributions to AI and education through various platforms- Insights into the deployment challenges and future potentials of AI in business- The role of agentic systems in advancing AI applications- The impact of open source on innovation and the AI industry- Distribution and data generation in AI's effectiveness
59:1308/08/2024
Special Edition: Macro Mayhem | The Brainstorm EP 55
What is going on with the markets? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK CEO/CIO Cathie Wood and ARK Chief Futurist Brett Winton to discuss the recent market volatility and possible macroeconomic causes.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Cathie Wood and Brett Winton analyze the global stock market sell-offFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
29:1606/08/2024
Coinbase’s On-Chain Strategy with Jesse Pollak
On this episode of FYI, ARK Chief Futurist Brett Winton and Research Associate Lorenzo Valente sit down with Jesse Pollak, the driving force and creator of Coinbase’s Layer 2 solution, Base. Together they explore the intricate details of how Coinbase is aiming to transform its core business through innovative blockchain solutions. Jesse shares his journey from initial failures to the successful launch of Base and discusses the broader implications for the crypto industry."The way we really think about Base is that we are building an open global economy." - Jesse PollakKey Points From This Episode:The inception and purpose of Base, Coinbase’s Layer 2 solutionJesse Pollack’s journey from idea to successful implementation of BaseThe technological innovations behind Base and its Optimism partnershipCoinbase’s vision for the future on-chain economyThe strategic importance of decentralization and open-source technologyThe expected impact of 4844 and future scaling plansHow Base aims to support hundreds of millions of usersThe role of Coinbase Wallet in driving on-chain adoptionPredictions on the rapid growth of on-chain applicationsThe economic model driving Coinbase’s on-chain strategy
01:00:0101/08/2024
Is There Enough Energy To Power Innovation? | The Brainstorm EP 54
We need more power! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the growing energy demands of today’s innovations, whether the grid can keep up, and the path to monetizing new technologies which require high levels of funding like Artificial Intelligence.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Exponential increases in innovative technologies are proving challenging for current energy generation techniques to meet demandFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
17:4931/07/2024
Supporting The Bitcoin Community | Bitcoin Brainstorm 12
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.Guests on this month’s Bitcoin Brainstorm include:Jack Dorsey: Founder and CEO, BlockCathie Wood: Founder, CEO and CIO, ARK InvestMike Schmidt: Executive Director, Brink TechnologyMatt O’Dell: Managing Partner, Ten31 and Co-Founder, Bitcoin ParkAlex Gladstein: Chief Strategy Officer, Human Rights FoundationRod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode: 00:00:00 Intro 00:01:51 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests 00:04:50 Why is supporting the bitcoin network so important? 00:15:22 Jack Dorsey believes there is no faster way to spread an idea than through open-source technology 00:27:56 How can people support and grow open-source development? 00:35:27 What was the genesis for Spiral? 00:42:34 How developers get the word out to corporations of the importance of open-source development? 00:54:12 Is government’s focus on bitcoin really a good thing? 01:01:51 Where can listeners find and learn more about the open-source movement? Links Mentioned in this Episode: · Learn more about Bitcoin Park: bitcoinpark.com· Brink: brink.dev· Matt O’Dell: odell.xyz· Human Resouces Foundation: hrf.org/dev-fund and hrf.org/financial-freedom· Open Sats: opensats.org· Spiral: spiral.xyz
01:15:3726/07/2024
GPT 4o Mini But Mighty | The Brainstorm EP 53
With GPT 4o Mini, can Open AI dominate on all AI fronts? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Jozef Soja to discuss the release of Chat GPT 4o Mini and the rise of Polymarket betting.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:OpenAI releases a radically lower cost variant of their popular Ghat GPT 4o modelPolymarket betting is on the riseFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
26:5624/07/2024
The Future of AI Chips with Tenstorrent's Keith Witek
On this episode of FYI, ARK’s Chief Futurist Brett Winton and Next Generation Internet Director of Research Frank Downing sit down with Keith Witek, the Chief Operating Officer of Tenstorrent. With over 20 years in the chip industry, Keith shares his insights on the rapidly evolving AI chip landscape, the significance of RISC-V architecture, and the strategic moves that set Tenstorrent apart from industry giants like NVIDIA. This conversation explores the complexities of artificial intelligence (AI) compute, the role of open-source development, and the potential for innovation within the semiconductor industry.“I think there's a huge sandbox and playground for companies with good technology and novel business models, handling certain segments that are uninteresting to the big guys. I think there's a huge opportunity for those companies to make their name in the business.” - Keith WitekKey Points From This Episode:Overview of Keith Witek's career in the chip industryImportance of AI chips in boosting productivity for knowledge workersThe role of RISC-V architecture in Tenstorrent's strategyChallenges and opportunities in the AI compute marketComparison between Tenstorrent and NVIDIA's AI chip approachesThe significance of open-source development in AIStrategic insights on the semiconductor industry's futureTenstorrent's unique business model and its implications]The potential for RISC-V to disrupt existing chip marketsPredictions for the AI hardware market by the end of the decade
01:08:3418/07/2024
Will Elon's Neuralink Make Telepathy Possible? | The Brainstorm EP 52
Ever wondered if telepathy was possible? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss recent developments by Elon Musk’s Neuralink in brain-to-computer interfacing.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Neuralink is making progress on developing brain-to-computer interfacesFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
20:2317/07/2024
Unifying Commerce with Shopify VP of Product Glen Coates
On this episode of FYI, ARK Analyst Andrew Kim and Associate Portfolio Manager Nicholas Grous engage in a fascinating conversation with Glen Coates, VP of Product at Shopify. They delve into Shopify's transformation from its roots to becoming a pivotal player in both business to business (B2B) and direct to consumer (D2C) commerce.Glen shares insights on Shopify's strategy, highlighting the "unified" theme of their latest edition, aiming to streamline complex business processes. They discuss Shopify's features like Markets and Shop Pay, emphasizing the importance of integrating new features seamlessly into the existing ecosystem. Glen also touches on the role of artificial intelligence (AI) and structured data in enhancing Shopify's capabilities and providing merchants with a robust platform for growth."How do we help businesses scale in a way where they get to grow without their complexity and costs dragging them down?" — Glen CoatesKey Points From This Episode:Glen’s journey from Handshake to VP at ShopifyShopify's focus on unification and the latest edition's highlightsThe role of structured data and AI in improving Shopify's offeringsHow Shopify supports both physical and digital goods seamlesslyThe future of commerce and the potential of virtual worlds and digital assetsThe impact of AI and machine learning on e-commerceThe integration of physical and digital goods in Shopify's platformFuture trends in commerce, including virtual worlds and user-generated content (UGC) platform
56:3927/06/2024
ARK's Tesla Valuation | The Brainstorm EP 51
Curious to hear our take on Tesla? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Investment Analysis & Institutional Strategies Tasha Keeney and ARK Research Associate Daniel Maguire to discuss ARK's latest Tesla valuation model.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Discussion around ARK's Tesla valuation modelFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
26:4326/06/2024
Cathie Wood Discusses Bitcoin Live With Bitcoin Park's Rod Roudi
Typically, in coordination with Bitcoin Park, ARK is publishes a monthly conversation with leaders in the bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. This month’s edition of the Bitcoin Brainstorm, however, features Rod Roudi interviewing ARK CEO and CIO Cathie Wood at the Consensus conference in Austin, Texas. They covered all things bitcoin, ranging from why each grew interesting in bitcoin to begin with, all the way to what they see for the bitcoin space in the future. Key Points From This Episode:• Why does Cathie Wood love bitcoin?• Can bitcoin serve the three roles of money?• Bitcoin as a global monetary system• El Salvador’s President Bukele’s bitcoin adoption• How bitcoin converges with other technologies that ARK covers• Bitcoin and energy, especially in the developing world• What bitcoin ETFs mean for the currency• Will institutions use bitcoin ETFs?
57:1620/06/2024
WWDC 2024 | The Brainstorm EP 50
Will Apple Intelligence disrupt the AI landscape? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the latest announcements from Apple's Worldwide Developer Conference.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Apple updated all their software platforms, introducing exciting new featuresApple announced Apple Intelligence, their new AI platformApple partners with OpenAI to bring direct integration to iPhoneFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
01:05:0513/06/2024
Is Moore’s Law Dead? | The Brainstorm EP 49
Is the death of Moore’s law a myth? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Lorenzo Valente to discuss the TON network, whether Moore’s law is still applicable today, and the proliferation of AI across industries.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:The TON Network is making waves in the blockchain ecosystemWhile Moore's law may have plateaued, that might not necessarily mean it's deadFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
18:4004/06/2024
Will Microsoft's Next Gen AI PCs Destroy the Mac? | The Brainstorm EP 48
AI innovations may make Microsoft the new laptop king! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss the latest AI hardware developments surfacing across the consumer technology industry, as well as new system level tools to integrate AI assistance features right into the daily functionality of products.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Microsoft may overtake Apple in AI chip performanceTech companies are implementing system level AI innovationsFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
28:5923/05/2024
Redefining Retail: Matthew Warneford on Pioneering Virtual Fashion with Dubit
On this episode of FYI, Associate Portfolio Manager Nick Grous and Analyst Andrew Kim sit down with Matthew Warneford, the mind behind Dubit. Over the past two decades, Dubit has transformed from its humble beginnings into a pioneer of virtual fashion within gaming platforms like Roblox. Warneford shares the journey of Dubit, shedding light on the early days of online multiplayer gaming and the evolution into crafting digital identities through fashion. Warneford discusses how brands are leveraging platforms like Roblox to engage with a younger audience through immersive retail experiences rather than traditional marketing strategies. Join us at the intersection of technology, fashion, and commerce to learn how these elements are forging a new path for both virtual and real-world business models.Key Points From This EpisodeThe origin of Dubit from multiplayer gaming roots to pioneering virtual fashionEvolution of digital identity and its growing focus on the identity aspect rather than functionalityHow brands like Adidas are using platforms like Roblox for immersive retailRoblox’s dual retail model: web/app-based catalogs and 3D in-game storesThe strategy behind embedding stores within popular games to drive sales Enhancing customer engagement and sales within virtual platformsThe emergence of virtual commerce User-generated 3D content as the next significant trend powered by generative artificial intelligence (AI)Challenges and opportunities of brand differentiation in digital spaces
50:4316/05/2024
Is Apple Partnering With OpenAI? | The Brainstorm EP 47
Will ChatGPT replace Siri on your iPhone? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the latest AI breakthroughs and potential partnerships in the industry.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:OpenAI released a new modelA discussion of further AI breakthroughs Apple could partner with OpenAIFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
37:5415/05/2024
The Bitcoin Halving
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.Guests on this month’s Bitcoin Brainstorm include:Will Reeves: CEO, FoldMark (Murch) Erhardt: Research Engineer, Chaincode LabsHarry Sudock: Chief Strategy Officer, GRIIDMike Colyer: CEO, FoundryYassine Elmandjra: Director of Digital Assets, ARK Invest Cathie Wood: Founder, CEO and CIO, ARK InvestRod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode:00:01:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests00:05:29 What does this bitcoin halving represent as symbolic of bitcoin as a monetary system00:11:28 Bitcoin’s monetary policy is really just five lines of code00:27:27 Why, to understand bitcoin, you have to move out of the realm of human invention and into the world of physics and math to find things that have this level of predictability00:32:10 How bitcoin mining pools shifted from a Chinese dominated space to a more decentralized business and what can be done to continue decentralization00:39:34 How do companies like Foundry, a mining pool, and GRIID, a bitcoin miner, work together and what is Stratum V2?00:49:10 Could generative artificial intelligence (AI) be helpful in bitcoin development and bitcoin mining?00:53:49 Why one of bitcoin’s biggest benefits is its probabilistic protocol and that the asset class cannot be “gamed”00:56:35 Why the Gamestop short squeeze during the pandemic reminds Harry of bitcoin01:01:28 With a Bitcoin epoch people usually mean a period of roughly 4 years with a specific mining reward. With a bitcoin halving just behind us, what do our guests expect to happen in this next epoch?Links Mentioned in this Episode:Learn more about Bitcoin Park: bitcoinpark.com
01:15:0309/05/2024
AI Gene Editing and the Robo Revolution | The Brainstorm EP 46
Are you worried about robots taking over? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Multiomics Research Associate Rong Guo to discuss CRISPR gene editing and the new Tesla Optimus robots.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:AI is revolutionizing CRISPR gene editing Tesla presented impressive innovations in their Optimus robot platformFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
25:5508/05/2024
Transformative AI in Medical Physics with Dr. Issam El Naqa
On this episode of FYI, Director of Next Generation Internet Research Frank Downing and Analyst Ali Urman interview Dr. Issam El Naqa, the founding chair of the Department of Machine Learning at the Moffitt Cancer Center. Dr. El Naqa shares his journey from electrical engineering to spearheading innovative uses of artificial intelligence (AI) in medical physics and oncology. This episode explores how AI technologies not only support but significantly enhance diagnostic and treatment processes in healthcare, particularly in the complex field of oncology. Tune in as we examine the practical and potential applications of AI in transforming patient care and treatment efficiency."What the algorithm is going to do is going to look at the history of similar patients that went through that process. We recognize every patient is unique. Every patient needs may be different. And this is where there is a lot of uncertainty with the prediction that their algorithm is going to do it." - Dr. El NaqaKey Points From This Episode:Dr. El Naqa's transition from electrical engineering to medical physicsThe integration of AI in enhancing diagnostic imaging and treatment planningAI's role in medical physics, historically and presentlyDiscussion on the evolution of AI tools in medical applicationsExamining AI's effectiveness in non-invasive cancer treatmentsHow AI supports personalized patient care in oncologyAI in the optimization of medical processes and patient managementFuture perspectives on AI's role in healthcare from Dr. El NaqaThe balance between AI capabilities and human expertise in medicine
52:1502/05/2024
Tasha Talks Tesla | The Brainstorm EP 45
This week is all about Tesla. Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Investment Analysis and Institutional Strategy Tasha Keeney to debrief on Tesla's latest earnings call and discuss their financial future.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Tesla is pushing forward on autonomous technologyRobotaxi may face some roadblocksFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
24:1101/05/2024
Meta's Open Source AI Bet | The Brainstorm EP 44
Is open source really better for everyone? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Jozef Soja to discuss Meta's Llama 3 and the current state of open source AI models.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Meta announces Llama 3 open source AI modelThoughts on the state of AI models and whether they should be open sourceFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
24:1724/04/2024
Joe Ferencz: Mastering Metaverse Media with Gamefam
On this episode of FYI, Associate Portfolio Manager Nicholas Grous, ARK Advisor Angie Dalton and Analyst Andrew Kim, speak with Joe Ferencz, CEO and founder of Gamefam. They explore the potentially transformative role of Gamefam in the metaverse, discussing its development from humble beginnings to becoming a premier entity in virtual environments for Gen Z and Alpha generations. Joe shares his extensive experience in graphic design and leadership roles at major companies before venturing into the metaverse through Gamefam. The conversation highlights strategic partnerships, the critical role of live operations, and the growing importance of brands in virtual spaces. Insights into Gamefam's innovative approaches and future ambitions in the evolving gaming landscape are discussed, showcasing how they are shaping new entertainment paradigms.Key Points From This Episode:Joe’s extensive background in gaming and pop cultureThe origin and rapid growth of Gamefam as a leader in the metaverse media spaceInsights into Gamefam's strategies for brand partnerships and intellectual property (IP) integrations within RobloxThe role of live operations in maintaining dynamic and engaging gaming environmentsJoe's perspective on future trends in the metaverse and user-generated content (UGC) platformsGamefam's approach to monetization and advertising within gaming platformsDiscussion on the potential of UGC platforms to revolutionize entertainmentThe challenges and strategies of integrating traditional gaming elements into the metaverseJoe's vision for Gamefam's role in the future of digital and interactive mediaThe technical and creative aspects of developing games in the metaverse
59:1718/04/2024
Is There Anything AI Can’t Do? | The Brainstorm EP 43
AI, AI, AI, oh my! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss all things Artificial Intelligence, from generative AI music creation to AI wearables.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Is generative AI changing music creation?Thoughts on the Humane AI PinFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
26:0216/04/2024
George Church: Decoding the Future of Genomics
On this episode of FYI, ARK Multiomics analyst Nemo Marjanovic sits down with Professor George Church, a renowned geneticist and entrepreneur from Harvard. They discuss the evolution of genomic sequencing technologies, the intersection of genomics and blockchain for privacy, and the fascinating potential of DNA for data storage. They delve into multiomic approaches for enhanced biological understanding, the transformative impact of artificial intelligence (AI) in medical advancements, and George's groundbreaking research on aging. Key Points From This Episode:Evolution of genomic sequencing: from short to long readsBalancing privacy with blockchain in genomicsThe potential of DNA as a universal data storage mediumAdvancements and challenges in writing DNA for data encodingThe growing importance and integration of multiomic approachesHow AI and high-throughput screening revolutionize drug discoveryInsights into startups from George's lab leveraging machine learning and multiomicsRevolutionary research on aging: targeting multiple pathways simultaneouslyThe concept of protective gene therapies against all virusesEmerging technologies in genome synthesis and developmental biology
30:0611/04/2024
The State of Energy Innovation & A New Era for EVs | The Brainstorm EP 42
Are we at a precipice for nuclear energy development? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Autonomous Tech & Robotics Research Associate Daniel Maguire to discuss energy development and the regulations that are plaguing it, as well as recent shifts in the EV industry.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Regulations are slowing nuclear energy developmentThe EV landscape is changingFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
21:3910/04/2024
Bitcoin Custody – Securing the Future
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints. Guests on this month’s Bitcoin Brainstorm include: Max Guise: Bitcoin Wallet Lead, BlockTyler Campbell: VP, Custody Support, UnchainedRob Hamilton: Co-Founder and CEO, Anchor WatchRick Schonberg: Head of Custody, Foundations and Trading, CoinbaseNVK: CEO, CoinkiteYassine Elmandjra: Director of Digital Assets, ARK Invest Cathie Wood: Founder, CEO and CIO, ARK InvestRod Roudi: Co-Founder, Bitcoin Park Key Points From This Episode: 00:01:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests00:12:48 Bitcoin custody represents a significant paradigm shift in how people control their assets00:16:36 Bitcoin as an open source software has embedded immutable property rights 00:24:53 How is Coinbase navigating the spectrum of custody from self-directed users to institutional players?00:31:19 Why might multisig, or multisignature, be important for bitcoin custody?00:37:00 Why bitcoin is not just digital gold, but it is also programmable money00:46:39 NVK gives a brief overview of bitcoin transaction fees00:54:39 What are some of the regulatory and compliance barriers that custody providers are facing?01:00:45 The bifurcation in bitcoin between the self-sovereign users of bitcoin and the more regulated portions of the industry01:04:11 Countries are now offering tax relief to attract early investors in bitcoin that have significant gains on their digital assets01:06:44 What does bitcoin custody look like in the next 10 years? Links Mentioned in this Episode:ARK Invest x Coinbase 2017 report: https://ark-invest.com/white-papers/bitcoin-a-new-asset-class-white-paperLearn more about Bitcoin Park: bitcoinpark.comSearch “Bitcoin Park” in your favorite podcasting app and subscribe: https://podcasts.apple.com/us/podcast/bitcoin-park/id1646515985
01:07:5903/04/2024
Peter Diamandis and Cathie Wood on Longevity, AI, and Bitcoin
On this episode, CEO and CIO Cathie Wood and Chief Investment Strategist Charlie Roberts sit down with entrepreneur Peter Diamandis to explore the forefront of healthcare innovation, artificial intelligence (AI), and the evolving role of digital assets like bitcoin. Diamandis, known for his contributions to space exploration, longevity, and breakthrough technologies, shares his insights on extending the health span, the transformative potential of genome sequencing, and the convergence of AI and robotics in shaping our future. With a keen eye on the financial markets and investment trends, he also delves into the resurgence of bitcoin and its positioning as a foundational layer of the new wave of money. Join us as Peter offers a compelling look at why he believes the future is brighter than we think, underscored by the rapid pace of innovation and the opportunities it presents for a healthier, wealthier, and more technologically advanced world.Key Points From This Episode:Differentiating healthcare from sick care and the focus on health span extensionThe significance of genome sequencing and editing in longevity and healthPeter Diamandis' journey in longevity, mentioning various technological advancesThe potential and implications of AI, robotics, and their convergence in future technologiesDiscussion on the financial markets, investment trends, and the impact of biotechInsights into Bitcoin's resurgence and its role as a digital financial layerThe debate on the pace of AI development and ethical considerationsFuture predictions for AI applications and the transformative potential of BitcoinReflections on the importance of investing in innovation and the future's technological landscape
57:1928/03/2024
NVIDIA Charges Forward in the AI Era and Gaming’s “YouTube Moment” | The Brainstorm EP 41
Are we at a pivot point for the gaming industry? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss the recent NVIDIA announcements as well as shifts in the gaming industry.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:NVIDIA announces exciting new AI related productsGaming may be having it's "YouTube moment"For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
30:0827/03/2024
The Power Of Fitness Wearables with Stanford’s Dr. Michael Snyder
On this episode of FYI, hosts Nemo Marjanovic and Charles Roberts speak with Professor Dr. Michael Snyder, a leading figure in genomics and personalized medicine. The discussion traverses Snyder's work in genomics, systems biology, and the utilization of wearables for health monitoring. Professor Snyder outlines the potential of comprehensive multiomics analysis and artificial intelligence (AI) in predicting and preventing diseases, emphasizing the integration of lifestyle modifications and technology in extending human longevity. The conversation also covers the challenges and future directions of personalized medicine, offering insights into remote monitoring, longitudinal health tracking, and the critical role of data in transforming healthcare from reactive to proactive."Wearables...measuring you 24/7...We realized they're pretty powerful health monitors...and they'll measure way more than that...seeing shifts. We put too much emphasis on absolute value." -@SnyderShotKey Points From This Episode: Professor Snyder's journey into genomics and the inception of systems biologyGenomics in medicine: predictive and preventive careThe role of AI and machine learning (ML) in unraveling complex genetic diseasesLeveraging wearables for continuous health monitoring and disease predictionThe importance of longitudinal data in understanding individual health trajectoriesRemote monitoring and micro-sampling: the future of healthcareImpact of lifestyle choices on health and disease preventionThe potential of the human cell atlas and spatial methods in pathologyChallenges of integrating comprehensive omics data into clinical practiceThe vision for a future where healthcare is personalized, predictive, and preventive
47:1321/03/2024
Ethereum's Dencun Upgrade and The Starship Launch | The Brainstorm EP 40
We are one step closer to Mars! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Lorenzo Valente to discuss Ethereum's new Dencun upgrade as well as the recent launch of the SpaceX Starship.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Ethereum's Dencun upgradeSpaceX Starship launchFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public
22:1320/03/2024