FYI - For Your Innovation
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.
How Lila Is Redefining Scientific Discovery With Geoffrey von Maltzahn
In this episode of For Your Innovation, Brett Winton, along with ARK Invest Chief Investment Strategist, Charles Roberts, and Research Analyst, Nemo Marjanovic, sit down with Geoffrey von Maltzahn, CEO and founder of Lila Sciences and a general partner at Flagship Pioneering. Fresh out of stealth mode, Lila is pioneering the concept of scientific superintelligence—leveraging AI and automation to accelerate discovery across materials science, chemistry, and life sciences. Geoffrey shares his visi
The Model Context Protocol | The Brainstorm EP 84
In this episode, Sam and Nick discuss the Model Context Protocol (MCP), its significance in AI development, and its implications for the future of agentic AI. They explore how MCP simplifies the integration of AI applications with web services, making it easier for developers to enhance their models. The discussion also touches on the current trends in AI, consumer adoption, and the potential for AI to revolutionize shopping experiences.If you know ARK, then you probably know about our long-term
Breaking The $100 Genome Barrier: How Ultima Genomics Is Revolutionizing DNA Sequencing With Gilad Almogy
DNA sequencing is on the cusp of a major transformation, and Gilad Almogy, CEO of Ultima Genomics, is leading the charge. In this episode of FYI, ARK’s Chief Futurist, Brett Winton, and Multiomics analyst Nemo Despot explore how Ultima is making whole-genome sequencing radically cheaper—driving costs down from $1,000 to just $80 per genome, with ambitions for even further reductions. Gilad shares how his background in semiconductors shaped Ultima’s innovative approach, which relies on cost-effic
Robinhood's Transformation: A New Era In Fintech | The Brainstorm EP 83
In this episode, Sam and Nick discuss Robinhood's recent announcements, including its transformation into a full-service digital wallet, the introduction of AI features, and the launch of robo-advisory services. They explore the competitive landscape with Block and other fintech companies, emphasizing the importance of understanding market dynamics and user engagement. The conversation highlights Robinhood's innovative approach to financial services and its potential impact on the industry.If yo
NVIDIA, AI, And China | The Brainstorm EP 82
Is NVIDIA poised to shake up the AI industry? Sam Korus and Nicholas Grous are joined by ARK Director of Research, Next Generation Internet, Frank Downing, to discuss the key takeaways from NVIDIA's GTC conference, focusing on the shift from AI training to inference, NVIDIA's innovations in hardware and software, the growing interest in humanoid robots, and the impact of China's AI advancements on chip demand. They explore the competitive landscape, including AMD's position and the implications
Revolutionizing Cancer Treatment: Umoja’s Vision For In Vivo Therapies
In this episode of For Your Innovation, the ARK team is joined by Umoja’s CEO, Dr. Andy Scharenberg, and CFO, Britton Russell, to discuss their journey, vision, and the innovative science reshaping cancer treatment. Dr. Scharenberg explains how Umoja’s in vivo gene delivery platform, VivoVec, represents a third-generation leap in CAR T-cell therapies—offering the potential to make cutting-edge treatments more scalable, accessible, and cost-effective. Britton Russell provides insights into how th
Can Apple Compete In AI? | The Brainstorm EP 81
Is history doomed to repeat for Apple? Sam Korus and Nicholas Grous are joined by ARK Chief Futurist, Brett Winton, to discuss the current state of Apple, particularly focusing on its challenges in innovation and AI development. They analyze the delays in launching promised features, the implications of these delays on Apple's reputation, and the competitive landscape in which Apple operates. The discussion also touches on the company's historical context, its financial strength, and the potenti
AI-Native Enterprises: The Future Of Work With Box CEO Aaron Levie
In this insightful episode of FYI, Eric Lefkofsky, CEO of Tempus, shares his journey from leading tech companies like Groupon to pioneering innovation in healthcare through AI. Lefkofsky explains how Tempus integrates advanced technology into medical diagnostics, making healthcare more precise and data-driven. He discusses the challenges of the U.S. healthcare system, the power of AI in personalized medicine, and the critical role of bridging gaps between technology and biology. Discover how Tem
Is Microsoft's Announcement A Quantum Breakthrough? | The Brainstorm EP 80
Have we witnessed a quantum breakthrough? Sam Korus and Nicholas Grous are joined by ARK Chief Futurist, Brett Winton, to discuss the current state and future of quantum computing and AI, particularly focusing on Microsoft's advancements in quantum technology and the capabilities of Grok 3.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 s
How Tempus Is Using AI To Transform Diagnostics With Eric Lefkofsky
In this insightful episode of FYI, Eric Lefkofsky, CEO of Tempus, shares his journey from leading tech companies like Groupon to pioneering innovation in healthcare through AI. Lefkofsky explains how Tempus integrates advanced technology into medical diagnostics, making healthcare more precise and data-driven. He discusses the challenges of the U.S. healthcare system, the power of AI in personalized medicine, and the critical role of bridging gaps between technology and biology. Discover how Tem
AI Faceoff: ChatGPT vs. Deepseek vs. Grok | The Brainstorm EP 79
We’re entering the AI battle arena today! Sam Korus and Nicholas Grous are joined by ARK Director of Research, Next Generation Internet, Frank Downing, to dive into the performance of three leading AI models: ChatGPT, Deepseek, and Grok. They conduct real-time tests to evaluate how well these models can analyze stock market trends and solve puzzles. The conversation also touches on the implications of quantum computing and how it relates to AI advancements. Throughout the discussion, the hosts e
Risks In Bitcoin: Supply Chain And Hardware Centralization
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 host 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 an
Humanoid Robots Capability Over Cost | The Brainstorm EP 78
Will we have humanoid robots cleaning our house soon? In this conversation, Sam Korus and Nicholas Grous explore the current state and future potential of humanoid robots. They discuss the implications of recent developments in AI and robotics, the distinction between tasks and jobs, and the evolving landscape of automation. The conversation highlights the importance of both hardware and software in the development of humanoid robots, as well as the potential for these technologies to transform
Navigating Venture Capital: AI, Funding Challenges, And Secondary Markets With Carta’s Peter Walker
Welcome to FYI - For Your Innovation. In this episode, Brett Winton is joined by ARK's Chief Investment Strategist, Dr. Charles Roberts, ARK Venture Capital Research Associate, Chase Prather, and Peter Walker, Head of Insights at Carta, a leading platform for cap table management and venture data analysis. Together, they dive into the evolving venture capital landscape, discussing funding trends, challenges for startups, and the role of artificial intelligence in reshaping the industry.Key Point
Tesla And TikTok With Tasha | The Brainstorm EP 77
How big of an opportunity is Robotaxi for Tesla? In this episode, Sam Korus and Nicholas Grous are joined by ARK’s Director of Investment Analysis & Institutional Strategies, Tasha Keeney, and Research Associate, Varshika Prasanna, to discuss the burgeoning field of live streaming commerce, its potential to reshape retail, and the significant market opportunities it presents. The discussion transitions to Tesla's recent earnings call, highlighting the divide between traditional financial an
Should We Worry About DeepSeek? | The Brainstorm EP 76
Are we witnessing China take the lead in the AI race? In this episode, Sam Korus and Nicholas Grous are joined by ARK’s Chief Futurist, Brett Winton, to discuss the implications of the emergence of open-source AI models, particularly focusing on the DeepSeek R1 model from China. They explore the efficiency of AI training, the competitive dynamics in the AI landscape, and the impact of inference on hardware demand. The conversation also touches on the role of China in the AI sector and the future
TikTok And Starship: Ban And Beyond | The Brainstorm EP 75
Is TikTok on the chopping block? In this episode, Sam Korus and Nicholas Grous discuss the recent TikTok ban and its implications for creators and the social media landscape. They explore how competitors like Instagram and YouTube are positioning themselves to capture TikTok's user base. The conversation then shifts to the latest developments in space exploration, focusing on Blue Origin's successful launch and SpaceX's ongoing efforts with Starship. The hosts analyze the competitive dynamics be
Replacing Animal Testing: Organoids And AI With Thomas Hartung
In this episode of FYI, Brett Winton and Nemo Marjanovic sit down with Professor Thomas Hartung, MD-PhD, a leading expert in biomedical innovation at Johns Hopkins Bloomberg School of Public Health. They explore how human organoids—3D organ proxies—are revolutionizing drug discovery and toxicology testing by reducing reliance on animal models. Professor Hartung explains how advancements in stem cell science, microfluidics, and artificial intelligence are converging to accelerate clinical trials,
Nvidia, Live TV, And The Rise Of The 4 Day Work Week | The Brainstorm EP 74
Will AI enable a 4 day work week? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Research, Next Generation Internet, Frank Downing, to discuss Disney's strategic acquisition of a controlling stake in Fubo TV, highlighting the competitive landscape of streaming services and the ongoing trend of cord-cutting. They then transition to Nvidia's recent innovations showcased at CES, focusing on AI adv
Living Longer: AI, Biotech, And Longevity With Peter Diamandis
In this episode of FYI, Brett Winton, ARK’s Chief Futurist, hosts an enlightening discussion with Peter Diamandis, founder of the XPRIZE Foundation and author of the upcoming Longevity Guidebook, alongside ARK Invest CEO/CIO Cathie Wood. They explore the transformative role of artificial intelligence and biotechnology in extending human health span and lifespan. Peter delves into the revolutionary advancements in diagnostics, gene editing, and epigenetic reprogramming, while Cathie highlights th
Our Economic Growth Predictions | The Brainstorm EP 73
Are we on the verge of an economic transformation? 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 ambitious projections for global GDP growth, driven by technological advancements and innovations such as Robotaxis and AI. They explore the historical context of economic growth, the potential for significant productivity increases, and the implications for different reg
Is Quantum Computing A Threat To Bitcoin? | Bitcoin Brainstorm 15
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 host 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 an
Best Of 2024
On this year’s final episode of FYI, we will be taking the opportunity to highlight some of the best moments from throughout the year. While we are grateful for every single guest that has joined the For Your Innovation podcast, here is a compilation of some of our favorite moments.Key Points From This Episode:SoFi CEO Anthony Noto explains how he managed to diversify SoFi’s product line from beyond it’s start as a student loan platform, and why Anthony felt he needed to purchase the rights to a
Quantifying Quantum Computing And AI Drug Development | The Brainstorm EP 72
Is quantum computing the next big thing? 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 advancements in quantum computing and AI drug discovery. They discuss Google's recent quantum chip announcement, the challenges of scaling quantum technology, and the potential applications in drug discovery. The conversation shifts to the partnership between GlaxoSmithK
Tasha's Take On Tesla's FSD 13 | The Brainstorm EP 71
How good is Tesla autopilot? 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 latest advancements in full self-driving (FSD) technology, particularly focusing on version 13. The conversation highlights the skepticism surrounding the launch, the infrastructure needed for a successful Robotaxi service, and the potent
OpenAI CFO Sarah Friar
In this episode of FYI, Brett Winton and Cathie Wood engage in a discussion with Sarah Friar, CFO of OpenAI. Together, they delve into the transformative potential of AI and its economic implications. Sarah shares her journey from leading roles at Salesforce and Square to her current position at OpenAI, and offers a unique perspective on AI as a platform shift akin to the advent of cloud computing. The conversation explores the advancements in AI models, the concept of agentic systems, and the s
The Intersection Of AI And Multiomics In Healthcare With Harvard Professor Dr. Mahmood
In this episode of FYI: For Your Innovation, ARK’s Chief Futurist Brett Winton and ARK Analyst Nemo Despot chat with Harvard Professor Dr. Mahmood, a trailblazer in computational pathology. Together, they explore how AI and multiomics are reshaping healthcare and drug discovery. The discussion spans the transformative potential of combining data modalities like histology, genomics, and molecular profiling with advanced AI models. Dr. Mahmood shares his journey into computational pathology and hi
What Is An Autonomous Lab? | The Brainstorm EP 70
Will PhD students still exist in the future? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nicholas Grous are joined by ARK Analyst Nemo Marjanovic to discuss the transformative potential of autonomous and decentralized science in drug discovery. Nemo discusses how AI and robotics are revolutionizing research processes, making them more efficient and cost-effective. The discussion also highlights the challenges faced in clinical tria
Empowering Entrepreneurs: AI And Shopify’s Vision With Harley Finkelstein
In this episode of FYI, ARK Chief Futurist Brett Winton and ARK Associate Portfolio Manager Nicholas Grous engage with Harley Finkelstein, President of Shopify, to explore the transformative role of technology and AI in empowering entrepreneurship and shaping the future of commerce. Harley highlights Shopify’s commitment to leveling the playing field for entrepreneurs worldwide, from its origins as an e-commerce platform to its evolution as a comprehensive retail operating system. They explore h
Tokenization And Tweets | The Brainstorm EP 69
What does tokenization mean for the world? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nicholas Grous are joined by ARK Research Associate Lorenzo Valente to discuss the recent developments in the tokenization of real-world assets, particularly through Tether's new platform, Hadron. The discussion highlights the significance of stablecoins in the global economy and their potential to democratize access to financial products. The se
Redefining Medicine: Nobel Laureate David Baker on AI in Drug Discovery
In this episode of FYI, ARK Chief Investment Strategist Dr. Charles Roberts and ARK Analyst Nemo Despot, PhD speak with David Baker, Nobel Prize-winning scientist and pioneer in protein engineering. Baker shares insights into his revolutionary work on Rosetta and the evolution of AI-driven protein design tools. With advances in technologies like RoseTTAFold and generative AI, he discusses how the field is moving towards designing proteins that can neutralize pathogens, catalyze chemical reaction
Politics' Impact On Innovation With Cathie Wood | The Brainstorm EP 68
Are we entering an era of significant political and technological reform? 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 to discuss the intersection of politics and technology, focusing on potential economic reforms under a new administration. The conversation also delves into the future of cryptocurrency, the implications of tariffs on the dollar, and the potential for a broadening mar
Is Google's Search Monopoly Under Threat? | The Brainstorm EP 67
Can you imagine a future without Google? 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 competitive landscape of AI search engines and the implications for Google, as well as the emerging business opportunities in curing rare diseases through innovative therapies.If you know ARK, then you probably know about our long-term research projections, like estimating wher
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 informati
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 t
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 compet
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 view
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
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 vi
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
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, does
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 invest
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-te
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, d
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 lear
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 Nas
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 b
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
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
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
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 limi
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
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.
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 progressi
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
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
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 l
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 informati
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
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
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. I
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 Sho
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 lon
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
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 h
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
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 k
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 leverag
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 st
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 informati
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 vi
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
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
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 v
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 t
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 dis
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
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
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 informati
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
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 inv
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 tech
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
CEO Don Burnette: Kodiak's Autonomous Trucking Innovations
On this episode of "For Your Innovation," we engage with Don Burnette, founder and CEO of Kodiak Robotics, to explore their journey and aspirations of autonomous trucking. With insights into Kodiak's unique approach to overcoming the industry's challenges, the episode delves into the technological advancements and strategic partnerships that propel the company forward. Emphasizing proprietary data's pivotal role and innovative strategies for safety and redundancy, the conversation sheds light on
Rivian’s New Vehicles and Starlink May Be Coming to Your Device Soon | The Brainstorm EP 39
Rivian has resurrected Steve Job's "One More Thing..." This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the launch of not one, not two, but three new Rivian's as well as Starlink's new direct-to-device service.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have str
Andre Iguodala and Evan Turner: NBA Stars and Venture Investors
This episode of FYI features a compelling conversation with former NBA stars turned tech investors Andre Iguodala and Evan Turner. Hosted by ARK CEO and CIO Cathie Wood, the discussion traverses their journey from the basketball court to the boardroom, shedding light on their transition into venture capital. Both guests share insights into the importance of financial literacy, leveraging their sports platform to influence and engage in tech startups, and the significance of mentorship and networ
Reviewing the AI Battlefront | The Brainstorm EP 38
Who will win the AI race? This week, Nick and Sam are joined by ARK's Chief Futurist, Brett Winton, as they review current competitors within the AI space and expose some downsides and advantages to various platforms.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate
An Overview Of Bitcoin Mining
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informati
Resurrecting the Woolly Mammoth: CEO Ben Lamm's Colossal Quest
In this episode of For Your Innovation, Ali Urman chats with Ben Lamm, CEO of Colossal, about the groundbreaking venture aimed at resurrecting extinct species, starting with the woolly mammoth. Lamm shares insights into his journey from tech to biotech, highlighting the fusion of artificial intelligence (AI), automation, and genetic editing to challenge the boundaries of science and conservation. He delves into the ecological and scientific ramifications of bringing back extinct species and addr
Walmart Acquires Vizio & The ECB Challenges Bitcoin | The Brainstorm EP 37
Bitcoin has some haters. This week, Associate Portfolio Manager Nick Grous is joined by Research Analyst Andrew Kim and Research Associate David Puell as they discuss Walmart's plans within the connected TV space and the European Central Bank's criticism of Bitcoin. If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions
Anthony Noto: SoFi CEO
In this episode of For Your Innovation, ARK CEO and CIO Cathie Wood and Fintech Analyst Andrew Kim engage with Anthony Noto, CEO of SoFi, to dive deeply into SoFi's evolution from a student loan refinancing entity to a comprehensive financial services conglomerate. They explore the pivotal role of technology in shaping financial experiences, SoFi's strategic growth initiatives, and its mission to democratize financial services. They illuminate SoFi's innovative approach to integrating services l
RewindAI CEO Dan Siroker | The Brainstorm EP 36
Replay everything you have ever seen, said, or heard with RewindAI. This week, Associate Portfolio Manager Nick Grous is joined by Research Analyst Andrew Kim, and together they interview RewindAI CEO Dan Siroker. In the interview, they discuss RewindAI's unique mission to overcome the limitations of the human mind, and to redefine artificial intelligence assistants. If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from
Big Ideas 2024
On this week's edition of FYI we are featuring the February 2, 2024 edition of In The Know. On this edition, ARK CEO and CIO Cathie Wood is joined by ARK Chief Futurist, Brett Winton. Together, they discuss technological convergence, artificial intelligence, and give a sneak peak into this year's Big Ideas Report, which you can download here: https://ark-invest.com/big-ideas-2024This month we’re again responding to a few requests by supplementing this episode with charts and data to help illustr
$7 Trillion For Chips and Drug Pricing | The Brainstorm EP 35
$7 trillion for an AI chip? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Chief Futurist Brett Winton and Multi-Omics Analyst Ali Urman. Together they discuss Sam Altman's plan to raise $7 trillion for an AI chip, and drug pricing.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors,
Apple Vision Pro | The Brainstorm EP 34
A full review of the Apple Vision Pro! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the new Apple Vision Pro, Meta's VR and AI ambitions and Tesla in ARK's Big Ideas 2024.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking
The Bitcoin ETF: A Tipping Point?
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informati
The Convergence Between Digital Assets, Gaming and Regulation
On today’s episode of FYI, ARK CEO and CIO Cathie Wood and ARK Advisor Angie Dalton interview Commissioner Caroline Pham from the Commodity Futures Trading Commission (CFTC). The episode explores the intricacies of digital asset regulation and the CFTC's role in overseeing derivatives markets. Commissioner Pham shares her extensive background in both the public and private sectors, touching on the evolution of financial regulations, crypto's impact on traditional markets, and the potential of bl
Tesla Earnings | The Brainstorm EP 33
Let's unpack the latest Tesla Earnings! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Director of Investment Analysis and Institutional Research Tasha Keeney, CFA. Together they discuss Tesla Earnings, and their outlook for the company.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term invest
Bitcoin Myths, Mr Beast on X | The Brainstorm EP 32
Addressing common bitcoin myths! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Director of Digital Assets Yassine Elmandjra. Together they discuss some of the common bitcoin myths circulating, especially after Jamie Dimon's comments at Davos and the bitcoin ETF approval. If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But
Rabbit R1, Apple vs. Epic, Vision Pro Flop? | The Brainstorm EP 31
Did the Apple Vision Pro flop? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss Rabbit R1, Apple vs. Epic Games court case, and a potential Apple Vision Pro Flop.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact
Decoding Crypto Infrastructure with Blockdaemon
On this episode of FYI, we dive into the intricacies of crypto infrastructure with Konstantin Richter, the CEO and founder of Blockdaemon, and Chris Sharp, Blockdaemon's Chief Technology Officer (CTO). They cover Blockdaemon's journey, highlighting the challenges and opportunities in the early crypto market. Konstantin and Chris share insights into the evolving belief in cryptocurrencies like Bitcoin and Ethereum, reflecting on their growing acceptance in mainstream finance. They then discuss de
Bit-Curious? Let's Talk Bitcoin with Cathie Wood
On today’s episode of FYI we will be featuring the most recent In The Know with Cathie Wood, a monthly video series that covers fiscal policy, monetary policy, market signals, economic indicators, and innovation. On this specific In The Know, Cathie Wood is joined by ARK Director of Digital Assets, Yassine Elmandjra. Together, they discuss ARK's history with bitcoin, bitcoin spot ETF approval, the upcoming halving, and why we believe bitcoin is both a risk-on and risk-off asset. Key Points From
The Convergence of AI and Robotics | The Brainstorm EP 30
The convergence among technologies: robotics and artificial intelligence. This week, Autonomous Technology and Robotics Director of Research Sam Korus and Chief Futurist Brett Winton discuss the rapidly evolving robotics landscape and how AI has greatly improved robotic performance.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong vi
What Will 2024 Bring for Bitcoin?
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informati
Rapidly Digesting Documents Using AI with Humata’s Cyrus Khajvandi and Dan Rasmuson
On today’s episode, Director of Next Generation Internet Research Frank Downing and Chief Futurist Brett Winton are speaking with Cyrus Khajvandi and Dan Rasmuson, the brains behind the artificial intelligence (AI) startup Humata. Backed by OpenAI's foundation-aware technology, Humata seeks to transform how we interact with the written word in the workplace. We'll delve into the tech, highlight the unique challenges it addresses, and discuss the broader impact on productivity. From navigating am
Reflecting on 2023 | The Brainstorm EP 29
This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous reflect on 2023. Nick and Sam discuss each of their favorite stories in disruptive innovation this year as we close out 2023.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In
Epic Games vs. Google | The Brainstorm EP 28
Epic Games won a court case against Google. This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Andrew Kim, ARK Analyst. Together they discuss a the Epic Games vs. Google court case.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on
Chipper Cash's Approach to Fintech in Africa with Samee Zahid
In today's episode, Research Associate Andrew Kim has an exciting conversation with Samee Zahid, the director of engineering at Chipper Cash. We dive into how Chipper Cash aims to revolutionize the financial ecosystem, emphasizing its recently launched product, Chipper ID. Chipper ID is an artificial intelligence-driven know your customer (KYC) verification platform that includes user verification, document verification, government database integration, and watch list screening. We'll talk about
Crispr Approval, Gemini, and Grok | The Brainstorm EP 27
The FDA Has Approved America’s First Gene-Editing Therapy—Casgevy. This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Ali Urman, ARK Analyst. Together they discuss a Crispr gene editing breakthrough. Then, Sam and Nick discuss Google's Gemini and Twitter's GrokIf you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we
Funding and Supporting Bitcoin
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informati
Cybertruck and AI Model Manners | The Brainstorm EP 26
Should you say please to your artificial intelligence companion? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Brett Winton, ARK's Chief Futurist. Together they discuss Cybertruck and AI model manners.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have str
The Future of Human-like Robots with Figure AI’s Brett Adcock
Today, Sam Korus sits down with Brett Adcock, a veteran in the technology industry who has devoted his career to building cutting-edge tech companies. Brett has been an integral part of technology companies for over two decades, more recently steering his focus toward creating affordable and practical humanoid robots. With his company Figure AI, Brett is giving life to robots that can easily blend into commercial sectors like manufacturing, retail, and warehouses. His plan involves developing an
Cruise and Sodium Ion Batteries | The Brainstorm EP 25
More founders leaving companies? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Tasha Keeney, CFA, ARK’s Director of Investment Analysis and Institutional Strategies. Together they discuss Cruise updates and the potential of sodium ion batteries.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-t
Disruptive Innovation in Europe with Frank Thelen
On today’s episode of FYI, Florian Berberich and Thomas Hartmann-Boyce engage with prominent entrepreneur and investor Frank Thelen. We put the spotlight on the state of disruptive innovation and technology in Europe, with a focused gaze on Frank’s home country, Germany. Thelen, the founder of Freigeist Capital and 10xDNA, shares his insights into the challenges that European and German companies face in keeping pace with the United States’ progress. The episode traverses an assortment of subjec
OpenAI and SpaceX | The Brainstorm EP 24
What’s going on with OpenAI? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Brett Winton, ARK’s Chief Futurist. Together they discuss Sam Altman’s removal as CEO of OpenAI and SpaceX’s Starship.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong vie
Harnessing the Power of Open Banking with Deutsche Bank’s Joris Hensen
On today’s episode, Research Associate Andrew Kim interviews Joris Henson, who pulls back the curtain on Deutsche Bank’s approach to open banking, revealing valuable insights into the evolution of Application Programming Interfaces (APIs) and giving us a taste of what the future might hold for this trailblazing sector. Joris will share stories about incredibly creative approaches he’s taken, like data cocktail bars and design thinking workshops, to identify needs and generate ideas. We’ll take a
Space, OpenAI, Open (Source) AI | The Brainstorm EP 23
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in inno
Bridging Traditional and Decentralized Finance with 21Shares
On today’s episode, ARK Director of Digital Assets Yassine Elmandjra sits down with special guests Ophelia Snyder, the president and co-founder of 21Shares, and Eliézer Ndinga, the head of research at 21Shares. Together, they dive deep into the world of crypto, education, and the exciting developments happening in the industry. Join us as we explore how 21Shares is bridging traditional finance with crypto, discussing the importance of regulations, the need for specialized research, and the futur
Block, AI Regulation, and SpaceX’s Starlink | The Brainstorm EP 22
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in inno
Bitcoin’s Most Under-Explored Use Cases
Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informati
Cruise Stops Cruising and Meta Ray Ban Glasses | The Brainstorm EP 21
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in inno
Coordinating Technology and Specialized Labor for Complex Needs with Francis Pedraza
On today’s episode of FYI, Brett Winton welcomes back Francis Pedraza, the founder of Invisible—a company revolutionizing artificial intelligence (AI) training and data labeling across multiple industries. Forget what you know about traditional AI; we’re diving into a world where human relevance is questioned, and black-box technology can execute complex processes at any scale. Francis and Brett explore the ins and outs of scaling a business, the art of strategic resource allocation, and th
Tesla Earnings and Bitcoin | The Brainstorm EP 20
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in
Economic Indicators with Cathie Wood
On today’s episode of FYI we will be featuring the most recent In The Know with Cathie Wood, a monthly video series that covers fiscal policy, monetary policy, market signals, economic indicators, and innovation. On this specific In The Know, Cathie walks through charts to help illustrate her points on inflation, interest rates, GDP vs. GDI growth, and why we believe we’re in a rolling recession.
Watch the video version here.
Key Points From This Episode:
Fiscal Policy
US Federal B
Everybody Gets a Robot? | The Brainstorm EP 19
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in
Ozempic, AI Wearables, Tesla Price Cuts | The Brainstorm EP 18
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in
Back to Basics: Debunking Some of Bitcoin’s Biggest Misconceptions
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 info
Decentralized Data and AI Workloads with Hammerspace CEO David Flynn
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 redefin
Meta AI, AI as an OS, and Worldcoin’s CEO | The Brainstorm EP 17
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
Orchestrating Enterprises with Data and AI with Palantir CTO Shyam Sankar
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)
OpenAI Dall-E 3, and Tesla’s Optimus Robot | The Brainstorm EP 16
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
Breaking Down Classroom Walls with Saturn’s Dylan Diamond
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
Tesla 3D Printing, Unity, EV Charging | The Brainstorm EP 15
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
Building Brands in the Creator Economy with Oren John
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,
SpaceX and Visa Integrates Stablecoin | The Brainstorm EP 14
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
Disney and Charter Dispute, Tesla Model 3 Update | The Brainstorm EP 13
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
Why Bitcoin is the Currency for AI
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 info
Roblox: The Virtual Playground Where Gaming, Fashion, and Real-World Brands Collide with Daniel Sturman
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
Character AI, FSD Beta v12, Walmart & Drones | The Brainstorm EP 12
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
How South Park-Inspired Generative TV is Revolutionizing Content Creation with Edward Saatchi
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
The State Of Delivery And Nuclear Cost Declines | The Brainstorm EP 11
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
Pioneering AR Solutions for the Enterprise World with Daniel Diez
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 ente
ESPN BET, AI's Impact on Global Warming | The Brainstorm EP 10
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
Big Ideas Monday Mini: Smart Contract Networks
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of ch
Unlocking the Power of AI in Gaming with Unity’s Marc Whitten
Hosts Andrew Kim and Nicholas Grous venture into the world of artificial intelligence (AI) in the gaming sector with Marc Whitten, the President of Create at Unity. They discuss AI’s role in creating vivid, immersive 3D experiences. Marc gives them a behind-the-scenes look at the complexities and opportunities involved in deploying AI for content creation in games. They also explore Unity’s mission to make game design accessible to all. The conversation doesn’t stop at gaming; they also cas
Bitcoin and the Hunt for AI Computing | The Brainstorm EP 09
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
Big Ideas Monday Mini: Autonomous Ride Hail
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of ch
Building and Scaling: a Bitcoin Conversation
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 info
Room Temp Superconductor, Ad Spending, Worldcoin | The Brainstorm EP 08
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
Big Ideas Monday Mini: Bitcoin
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of ch
Meta’s Threads: A Deep Dive with VaynerMedia’s Jon Morgenstern
On this episode of FYI, we explore the strategic launch of Meta’s Threads and their significant impact on brands with a keen focus on brand safety. We discuss how large brands tend to be risk-averse and how Twitter’s brand safety issues have made Meta’s Threads appealing for advertisers. We also explore the rise of TikTok as a platform for performance advertising, along with the advantages of Meta’s algorithm for performance advertising. We touch on the success and challenges of brand chara
Tesla Earnings, Hollywood Strikes, AI Updates | The Brainstorm EP 07
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 i
Big Ideas Monday Mini: Electric Vehicles
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of ch
Bitcoin and the History of Money with Cathie Wood, Ophelia Snyder and Art Laffer
When ARK CEO and CIO Cathie Wood was discussing Bitcoin and Digital Assets in general with her mentor and famed economist Dr. Arthur Laffer, he told her that it reminded him of an era before the Federal Reserve existed. This idea spurred Cathie to invite Dr. Laffer on the FYI podcast to further discuss the history of money in general and what Bitcoin’s role in the history of money might be. Alongside Cathie and Art, we are also pleased to welcome Ophelia Snyder, the Co-Founder and President
SEC vs. Ripple, Threads Users Drop, SpaceX | The Brainstorm EP 06
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 i
Big Ideas Monday Mini: Public Blockchains
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of ch
AI Certainty Clashes With Economic Uncertainty with Cathie Wood
On today’s episode of FYI we will be featuring last week’s episode of In The Know, a monthly video series in which ARK CEO and CIO Cathie Wood discusses Fiscal Policy, Monetary Policy, Economic and Market Indicators and Innovation.
On this specific episode, Cathie Wood, weighs in on artificial intelligence (AI), Bitcoin, Fed Policy, electric vehicles, the discrepancy between GDP and GDI, bankruptcies, and the German and Chinese economies.
Watch the video version here.
Key Points Fr
Threads vs. Twitter, Tesla Autonomous, Declining Used Vehicle Prices | The Brainstorm EP 05
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 i
Big Ideas Monday Mini: Artificial Intelligence
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of ch
How Artificial Intelligence is Powering Education with Dr. Ann Marie Sastry
On this episode of FYI, our hosts and special guest Dr. Ann Marie Sastry dive into the intersection of artificial intelligence (AI) and education. They discuss the importance of engagement in education, the role of technology and generative AI, and the need to inspire learners in new ways. Dr. Sastry shares her experience founding two companies, Amesite and Sakti3, and her passion for innovating education. The conversation covers personalized teaching and how AI can help people leverage the
Big Ideas Monday Mini: Digital Consumers
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of ch
Shaping the Immunotherapy Landscape with Patrick Hwu, MD
Immunotherapy has the potential to cure cancer. Today we are joined by a leading figure in cancer studies and research and one who has helped shape the immunotherapy landscape, Dr. Patrick Hwu. The internationally recognized Dr. Hwu previously applied his trade at the National Cancer Institute and is now the President and CEO of one of America’s leading cancer hospitals, the Moffitt Cancer Center. We tap into Dr. Hwu’s wealth of knowledge and experience as he explains what immunotherapy is,
Big Ideas Monday Mini: 3D Printing & Robotics
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of ch
The Consequences of Taxes with Dr. Art Laffer
According to Dr. Arthur Laffer, since 1913, when the United States first imposed the income tax via constitutional amendment, the top rate of that tax has determined the fate of the American economy. When the top rate has been high, as in the late 1910s, the 1930s, 1940s, 1950s, and 1970s, the response of those with money and capital has been to curtail real economic activity in favor of protecting assets and income streams. Huge declines have come to the economy in these circumstances.
On
Big Ideas Monday Mini: Digital Wallets
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of ch
Programming Medicine with Dr. Jonathan Weissman
We are very excited to be joined today by one of the world’s leaders in scientific and biological research, Dr. Jonathan Weissman. After a breakdown of Jonathan’s professional background, we dive into CRISPR and how the genetic engineering tool can be used for drug development, disease discovery, and as a therapeutic treatment of its own. You’ll learn how our guest is using CRISPR in his lab and some of the solutions that he and his team have come up with for protein misfolding. Jonathan ex
Big Ideas Monday Mini: Precision Therapies
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of ch
Revolutionizing Logistics with Keller Rinaudo Cliffton
Reducing complexity, increasing speed, enhancing the user interface, reducing costs, reducing waste, enhancing equality, and saving lives; this is the mission of Zipline. Today on the show, we are joined by Keller Rinaudo Cliffton, the co-founder of the company on a mission to provide the world with an autonomous drone logistics system that is incomparable to any other delivery service on the planet. Despite the enormous amount of skepticism they were up against, Keller and his team chose t
Big Ideas Monday Mini: Autonomous Logistics
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of ch
The Future of Genetics in Pediatric Care with Dr. Caleb Bupp
Join us today for a conversation on the exciting progress and possibilities of genetics in pediatric care, with Dr. Caleb Bupp. Caleb is the Division Chief of Medical Genetics and Genomics at Spectrum Health and Helen DeVos Children’s Hospital, and we get to hear from him about his path into this role, and how he first discovered his passion for helping young ones. Our guest comments on the central themes of parental communication, cost reduction, and genetic exceptionalism before we delve
Big Ideas Monday Mini: Molecular Diagnostics
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of ch
Building a Commercial Space Station with Amir Blachman and Michael López-Alegría
The International Space Station (ISS) is the largest human-made object in low Earth orbit and serves as a unique platform for scientific research and technological development. It was first made operational in the year 2000 and acts as a symbol of international diplomacy, demonstrating how countries can work together to achieve a common goal, despite political or cultural differences. And as the ISS enters its third decade of operation, it nears the end of its planned operational life, whic
Big Ideas Monday Mini: Orbital Aerospace
Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.rnrnBig Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.rn rnWe believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right sid
Bettering Human Health Through Artificial Intelligence with Sean McClain and Joshua Meier of Absci
Drug development is an extremely expensive endeavor, in large part because of the 96% failure rate of clinical drug trials. However, the new frontier of medicine has arrived, and Sean McClain and Joshua Meier (respectively the Founder/CEO and Chief Artificial Intelligence (AI) Officer of Absci) are leading the charge. Absci is a public company harnessing generative AI to create more effective medicines faster and less expensively. During this episode, Sean and Joshua explain how their poole
Exploring Virtual Worlds with Yonatan Raz-Fridman from Supersocial
The concept of the metaverse has been around for decades, but recent advances in technology and the growing popularity of virtual worlds and online gaming have led to renewed interest in the idea. To help us unpack the nuance of the metaverse is Yonatan Raz-Fridman, the CEO and Founder of Supersocial, a metaverse enterprise building immersive digital experiences. Supersocial aims to pioneer the future of digital interactions, where people can seamlessly merge reality with fantasy and connec
The Current State of Artificial Intelligence with James Wang
Scaling laws are as important to artificial intelligence (AI) as the law of gravity is in the world around us. AI is the empirical science of this decade, and Cerebras is a company dedicated to turning state-of-the-art research on large language models (LLMs) into open-source data that can be reproduced by developers across the world. In this episode, James Wang, an ARK alum and product marketing specialist at Cerebras, joins us for a discussion centered around the past and the future of LL
Investing in the Growth of Gaming with Joost van Dreunen
The gaming industry has seen massive innovations in the past two decades, from the rise of online gaming to the release of unprecedented virtual reality (VR) products. And in that time the industry has seen massive growth, going from an estimated $30 billion a year worldwide at the start of the twenty-first century, to generating an astounding $200 billion in 2022. Joining us today to discuss the business of gaming in 2023 is Angie Dalton, an advisor for ARK Invest and the CEO and Founder o
The Intersection of Video Games and Economics with Mythical Games CEO John Linden
The rise of Web3, blockchain, and non-fungible tokens (NFTs) has disrupted many industries, including video gaming. To help us unpack the role of Web3 in the video game industry is John Linden, CEO of Mythical Games, a game tech studio pioneering digital asset ownership, scarcity, and secondary markets. Their team creates products to drive consumer adoption of distributed ledger tech. John has a deep love for video games and a curiosity for exploring the potential of blockchain technologies
Crypto has been Thriving Amidst A Regional Banking Crisis and Regulatory Uncertainty: A Deep Dive
We are pleased to bring you the second edition of the ARK Crypto Brainstorm; a quarterly conversation between a rotating group of experts in the crypto space, The ARK Crypto Brainstorm is published through the For Your Innovation podcast channels and aims to be an informative and in-depth conversation on the current state of the ever-changing crypto landscape with experts offering diverse viewpoints.
In the second edition of the ARK Crypto
Could Bitcoin’s Price Reach $1,000,000? With Balaji Srinivasan and Cathie Wood
On March 17, 2023, Balaji Srinivasan wrote a tweet thread that started with a simple, shocking bet that the price of one Bitcoin would reach $1,000,000 in the next 90 days. Balaji is an American entrepreneur and investor. He was the co-founder of Counsyl, the former Chief Technology Officer of Coinbase, and former general partner at the venture capital firm Andreessen Horowitz. ARK CEO and CIO Cathie Wood agrees that the price of a Bitcoin could reach $1M, but ARK’s prediction on when this
The Banking Crisis and Crypto with Art Laffer
On this episode of For Your Innovation, we wanted to highlight last week’s special edition of “In the Know,” a monthly video series featuring ARK CEO/CIO, Cathie Wood. In this special episode, Cathie is joined by her mentor, former professor, and advisor to ARK Investment Management LLC, Dr. Art Laffer. Famous for the Laffer Curve, Art is an economist and was named one of Time’s Greatest Minds of the 20th Century.
Together, Cathie and Art dive into the recent banking crisis and the world of
Gene Therapy Could Cure Cancer with Professor Waseem Qasim
Gene therapy is gaining momentum as a noteworthy adversary to cancer, and we are thrilled to be joined today by one of the pioneers of immune system-based treatments. Professor Waseem Qasim applies his craft at the UCL Great Ormond Street Institute of Child Health, which is notorious for being the largest concentration of children’s health research in Europe. Professor Qasim explains why he pursued a career in gene therapy, how three patients and technological advancements formed the basis
Bringing Sports Betting to Web3 with DraftKings Co-Founder Matt Kalish
Please note: as of 2/28/23, ARK’s clients own greater than 1% of the shares outstanding of Drafkings Inc.
Fantasy sports and sports betting are now well-known and developed markets that serve hundreds of millions of people, and today’s guest has found a way of bringing the two into the Web3 space. We are joined by the Co-Founder of DraftKings, Matt Kalish, as he gives us a sense of the moments surrounding his company’s venture into daily fantasy and mobile sports betting. Then, we learn abo
The Evolution of the Construction Industry with Noah Ready-Campbell
Robotics are both deeply tied to artificial intelligence (AI) and machine learning (ML), and also somewhat distinct in their practicality and material application. Built Robotics is a great example of this duality, and in today’s conversation with the CEO and Co-Founder of the company, Noah Ready-Campbell, we hear about how the company is positioning itself in relation to current construction industry needs and also for the wave of possibilities in the near future. Noah talks about the proc
Flying into a New Age in Travel with Dirk Hoke of Volocopter
Urban air modality is coming to life a lot faster than we may expect, and joining us today is the CEO of Volocopter, Dirk Hoke, to discuss their new Electric Vertical Take-Off and Landing (eVTOL) vehicle service launching in 2024. Tuning in, you’ll hear all about how Dirk joined Volocopter, the different aviation authorization bodies and why they’re important, the aviation safety regulations in testing new aircraft, mistakes companies are making, and the global regulators’ reaction to new t
Big Ideas 2023: Technological Convergence
On today’s episode of FYI, we will highlight another segment from Big Ideas 2023; Technological Convergence.
To watch Chief Futurist Brett Winton walk through his section, click here.
To download the full Big Ideas 2023, click here.
“Future historians could look back on this business cycle and say we can’t believe that all of these technologies were hitting critical stages of inflection at the same time.” – @wintonARK
According to ARK’s research, five innovat
Discussing Our Exact Sciences Valuation
Today, Tasha Keeney sits down with Simon Barnett to talk about ARK’s valuation of Exact Sciences and to share our outlook about the company’s trajectory in the next five years. Exact Sciences is the cancer testing company that has brought to market both Cologuard and Oncotype. This conversation covers the prominence and acceptance of these two testing franchises, Exact Sciences’ product leadership, Exact’s recent performance in the market, the models that ARK has developed for gauging the c
Introducing Big Ideas 2023
On today’s episode of FYI, we will be featuring last week’s episode of In The Know, a monthly video series on which ARK CEO and CIO Cathie Wood discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. On this specific episode, Cathie weighs in on M2 growth, interest rates, inflation, auto sales, and bitcoin. Additionally, she highlights ARK’s Big Ideas 2023.
“We’ve grown up in a linear world really the last 50 years, and if were right
Powering the Next Generation of Games with Justin Hulog
Video games have grown massively over time, commanding more and more leisure time for people all around the world. As video game popularity has grown, so has the use cases and popularity of blockchain technology and these two worlds are beginning to merge more frequently with blockchain based platforms for video games. To help us unpack this nuanced subject is Justin Hulog, Chief Studio Officer at Immutable X, a non-fungible token (NFT) minting and trading platform for video game developers
The Case For An Allocation to Disruptive Innovation in 2023
ARK Client Portfolio Manager Ren Leggi and Chief Futurist Brett Winton discuss why ARK believes investors should consider an allocation to disruptive innovation in 2023 in today’s episode of FYI. Ren and Brett discuss the potential size of the disruptive innovation opportunity, why ARK focuses exclusively on investing in innovation and what some of the major breakthroughs were in 2022 that the market might have missed while focusing closely on macroeconomic headwinds like interest rates and
The Evolution of AI Models with Naveen Rao of MosaicML
There are many speculations about the future of artificial intelligence (AI), and in this episode, we hear the opinions and predictions of a player in the inner folds of the AI space. Naveen Rao is the CEO and Co-Founder of the machine learning (ML) training platform, MosaicML, and the former CEO and Co-Founder of Nervana Systems. Naveen shares insight into the thesis behind Mosaic and the practical applications of Large Language Models (LLMs), as well as the Generative Pre-trained Transfor
The Streaming Wars
It is officially the golden age of TV: no matter how and what you want to watch, there is a platform for you to find it. Nick Grous, Associate Portfolio Manager at ARK, is here to comment on the ongoing wars between Netflix, Disney +, Hulu, Amazon Prime, and other streaming platforms. It seems it is back to the basics for many of these platforms: a change in their digital approaches highlights adaptations in the advertising world. Nick looks at Netflix, the poster child subscription-based p
Year End Q&A with Cathie Wood
On this episode of the For Your Innovation podcast, we feature a special year-end episode of “In the Know” with ARK CEO/CIO, Cathie Wood. In the episode she answers investor questions ranging in topics including general market conditions, inflation, deflation, corporate earnings, interest rates, disruptive innovation, ARK’s investment process, supply-chain, and the outlook for 2023. As always, she discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation.
Best of 2022 – FYI Podcast Compilation
As the year comes to an end, we would like to thank everyone who listened to the FYI — For Your Innovation podcast. In this final episode of 2022, we compiled some of our most interesting podcast episodes for you. Please enjoy this summary and tune back in when we return in 2023.
1. Space, Business, and the Business of Space with Jared Isaacman from Shift4 Payments (Ep. 127)
Chief Futurist Brett Winton and Autonomous and Robotics Director of Research Sam Korus interview Shift4 Payments CEO
ARK Crypto Brainstorm #01: The Aftermath of FTX
We are pleased to introduce the ARK Crypto Brainstorm; a quarterly conversation between a rotating group of experts in the crypto space, The ARK Crypto Brainstorm will be published through the For Your Innovation podcast channels and aims to be an informative and in-depth conversation on the current state of the ever-changing crypto landscape with experts offering diverse viewpoints.
In the first episode of the ARK Crypto Brainstorm, ARK Cryptocurrency Analyst Yassine E
Innovation Is the Ultimate Leveler with Steve Case
He is one of America’s most renowned and accomplished entrepreneurs and helped make the internet what it is today. Steve Case’s entrepreneurial journey began in 1985 when he co-founded America Online (AOL), the largest internet-access subscription service company in the United States. He stepped down as CEO of AOL in 2000 after negotiating the largest merger in business history. He has an immense passion and appreciation for business, helping start several companies since leaving AOL. Steve
Contextualizing Today’s Economy with Jeremy Siegel
From The Great Depression and the two World Wars to now COVID and the escalation of the War in Ukraine, the world has had its fair share of economic downturns. However, the way we recover from it seems different now than it was in the early 1900s. Here with us today to discuss the differences and similarities of past, present, and future recessions is Wharton Professor and esteemed economist, Jeremy Siegel. Jeremy shares his thoughts on the Monitor hypothesis, the potential severity of a re
Contextualizing Today’s Economy with Jeremy Siegel
From The Great Depression and the two World Wars to now COVID and the escalation of the War in Ukraine, the world has had its fair share of economic downturns. However, the way we recover from it seems different now than it was in the early 1900s. Here with us today to discuss the differences and similarities of past, present, and future recessions is Wharton Professor and esteemed economist, Jeremy Siegel. Jeremy shares his thoughts on the Monitor hypothesis, the potential severity of a re
Designing The Future Of Software Engineering with Amjad Masad from Replit
Programming has transitioned from machine code to punch cards, from assembly to high-level languages, and from C to dynamic languages, then to Python. Now, we are heading into the next frontier with artificial intelligence (AI) technology, and today’s guest, Amjad Masad, is one of the leaders designing the future of software engineering. During this episode, Amjad explains how the challenges he came up against during his early days as a programmer inspired him to make programming more acces
Designing The Future Of Software Engineering with Amjad Masad from Replit
Programming has transitioned from machine code to punch cards, from assembly to high-level languages, and from C to dynamic languages, then to Python. Now, we are heading into the next frontier with artificial intelligence (AI) technology, and today’s guest, Amjad Masad, is one of the leaders designing the future of software engineering. During this episode, Amjad explains how the challenges he came up against during his early days as a programmer inspired him to make programming more acces
Disrupting Stock Market Education with Emmet Savage from MyWallSt
MyWallSt is built on a simple mission: to get the world investing successfully. During today’s discussion, co-founder Emmet Savage shares a wealth of insights from his investment journey, which began in the early 90s. Listeners will become privy to six golden rules Emmet has learned the hard way during his career, plenty of which can be applied far beyond financial decision-making. Hear the origin story of his app, Learn by MyWallSt, and how it has begun to make a meaningful impact on peopl
Disrupting Stock Market Education with Emmet Savage from MyWallSt
MyWallSt is built on a simple mission: to get the world investing successfully. During today’s discussion, co-founder Emmet Savage shares a wealth of insights from his investment journey, which began in the early 90s. Listeners will become privy to six golden rules Emmet has learned the hard way during his career, plenty of which can be applied far beyond financial decision-making. Hear the origin story of his app, Learn by MyWallSt, and how it has begun to make a meaningful impact on peopl
Military Defense and Intelligence with Chip Walter from Marlinspike
Today’s guest Chip Walter is a Navy veteran and Managing Director of Marlinspike Partners, a company working to solve the technological needs in space, cybersecurity, and artificial intelligence (AI) through investment. Tune in to hear about Chip’s background in the Navy, how he ended up at Marlinspike, and his experience flying a P-3 plane. We discuss the roles of the Prime contractors in defense and intelligence, the process of trying to sell weapons to the Department of Defense, and a co
Military Defense and Intelligence with Chip Walter from Marlinspike
Today’s guest Chip Walter is a Navy veteran and Managing Director of Marlinspike Partners, a company working to solve the technological needs in space, cybersecurity, and artificial intelligence (AI) through investment. Tune in to hear about Chip’s background in the Navy, how he ended up at Marlinspike, and his experience flying a P-3 plane. We discuss the roles of the Prime contractors in defense and intelligence, the process of trying to sell weapons to the Department of Defense, and a co
Has Innovation Bottomed? with Steven Vannelli
Here at ARK, the number one question we hear is: has innovation bottomed? Steven Vannelli is seeing signs that innovation may have hit the bottom and that there might be a significant turning point ahead. Steven is Founder and CEO of Knowledge Leaders Capital and Chief Investment Officer of the Knowledge Leaders Funds. There, he oversees investment strategy, asset allocation, and security selection, and leads development on the firm’s analysis of intangible capital, studying how it affects
Has Innovation Bottomed? with Steven Vannelli
Here at ARK, the number one question we hear is: has innovation bottomed? Steven Vannelli is seeing signs that innovation may have hit the bottom and that there might be a significant turning point ahead. Steven is Founder and CEO of Knowledge Leaders Capital and Chief Investment Officer of the Knowledge Leaders Funds. There, he oversees investment strategy, asset allocation, and security selection, and leads development on the firm’s analysis of intangible capital, studying how it affects
The World of DaaS with Auren Hoffman
With steadily increasing technological advancements and a new way of living with the global pandemic, Data as a service (DaaS) has become a very attractive business model. Taking full advantage of the growing internet is today’s guest, CEO of privately held SafeGraph and the host of The World of DaaS podcast, Auren Hoffman. To paraphrase our guest, SafeGraph sells data about physical places, they sell a collection of facts. Auren’s background as a software engineer launched him into the wor
The World of DaaS with Auren Hoffman
With steadily increasing technological advancements and a new way of living with the global pandemic, Data as a service (DaaS) has become a very attractive business model. Taking full advantage of the growing internet is today’s guest, CEO of privately held SafeGraph and the host of The World of DaaS podcast, Auren Hoffman. To paraphrase our guest, SafeGraph sells data about physical places, they sell a collection of facts. Auren’s background as a software engineer launched him into the wor
A New Era in Cancer Immunotherapy with Tom Whitehead and Dr. Alex Marson
When his six-year-old daughter was diagnosed with acute lymphoblastic leukemia, Tom Whitehead was determined to do whatever it took to save her life. In 2012, Emily Whitehead became the first patient enrolled in a clinical trial of a new immunotherapy treatment known as CAR T, which would ultimately turn her immune system into a powerful weapon against cancer. A decade later, this cancer treatment is now widely used and has gone on to save hundreds of lives. Today, in this special double ep
A New Era in Cancer Immunotherapy with Tom Whitehead and Dr. Alex Marson
When his six-year-old daughter was diagnosed with acute lymphoblastic leukemia, Tom Whitehead was determined to do whatever it took to save her life. In 2012, Emily Whitehead became the first patient enrolled in a clinical trial of a new immunotherapy treatment known as CAR T, which would ultimately turn her immune system into a powerful weapon against cancer. A decade later, this cancer treatment is now widely used and has gone on to save hundreds of lives. Today, in this special double ep
Breaking Down Biotech Innovations with Dr. Bob Langer
Today’s guest is MIT professor, chemical engineer, scientist, inventor, and investor Dr. Bob Langer. Dr. Langer has over 1,400 granted or pending patents and has been cited 374,000 times (and counting)! As a co-founder of Moderna, he has great insights into the potential of mRNA to treat diseases of various descriptions. Joining us to pick this extraordinary mind is clinically trained entrepreneur, Dr. Charlie Roberts. In this conversation, we discuss emerging biotechnologies, the potential
Breaking Down Biotech Innovations with Dr. Bob Langer
Today’s guest is MIT professor, chemical engineer, scientist, inventor, and investor Dr. Bob Langer. Dr. Langer has over 1,400 granted or pending patents and has been cited 374,000 times (and counting)! As a co-founder of Moderna, he has great insights into the potential of mRNA to treat diseases of various descriptions. Joining us to pick this extraordinary mind is clinically trained entrepreneur, Dr. Charlie Roberts. In this conversation, we discuss emerging biotechnologies, the potential
Talking The Tezos Network with Arthur and Kathleen Breitman
The world of cryptocurrency and blockchain technology is a rapidly evolving sector that has grown tremendously in popularity in recent years. However, the original philosophy of crypto and blockchain has been altered by interests in capital gain and convenience, eroding the founding ethos of the technology. This was not acceptable to today’s guests, Arthur and Kathleen Breitman, who decided to build a blockchain technology that ensured the original spirit of the technology was preserved. Ar
Talking The Tezos Network with Arthur and Kathleen Breitman
The world of cryptocurrency and blockchain technology is a rapidly evolving sector that has grown tremendously in popularity in recent years. However, the original philosophy of crypto and blockchain has been altered by interests in capital gain and convenience, eroding the founding ethos of the technology. This was not acceptable to today’s guests, Arthur and Kathleen Breitman, who decided to build a blockchain technology that ensured the original spirit of the technology was preserved. Ar
The Future of AI with Manu Sharma
Today, Will Summerlin hosts a conversation with Manu Sharma, founder and CEO of Labelbox, a privately held data curation and artificial intelligence (AI) company. In the episode, Manu unpacks the role of AI in powering real-world solutions, discusses why he believes the AI paradigm shift is really all about data, and what motivates him to create a product suite to orchestrate AI activities. We also dive into the rapid AI driven transformations that enterprises are facing today, how they nav
The Future of AI with Manu Sharma
Today, Will Summerlin hosts a conversation with Manu Sharma, founder and CEO of Labelbox, a privately held data curation and artificial intelligence (AI) company. In the episode, Manu unpacks the role of AI in powering real-world solutions, discusses why he believes the AI paradigm shift is really all about data, and what motivates him to create a product suite to orchestrate AI activities. We also dive into the rapid AI driven transformations that enterprises are facing today, how they nav
Gilt Trip with Cathie Wood
On this episode of For Your Innovation, we showcase Episode 34 of our monthly video series, “In the Know,” from October 7, 2022. ARK CEO, CIO and Founder Cathie Wood, weighs in on M2 growth, inventory pile-ups, liability driven investing, commodity prices, and why we believe the Fed is making a mistake as they base policy on lagging economic indicators. She discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation.
To read our full open letter to the Fed,
Gilt Trip with Cathie Wood
On this episode of For Your Innovation, we showcase Episode 34 of our monthly video series, “In the Know,” from October 7, 2022. ARK CEO, CIO and Founder Cathie Wood, weighs in on M2 growth, inventory pile-ups, liability driven investing, commodity prices, and why we believe the Fed is making a mistake as they base policy on lagging economic indicators. She discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation.
To read our full open letter to the Fed,
Inventing Base Editing with Doctors Nicole Gaudelli and Alexis Komor
Please note: as of 6/30/22, ARK’s clients own greater than 1% of the shares outstanding of Beam Therapeutics Inc.
On today’s episode, ARK analyst Ali Urman hosts the inventors of the adenine base editor (ABE) and the cytosine base editor (CBE) Nicole Gaudelli and Alexis Komor, respectively. Nicole is the Senior Director and Head of Gene Editing Platform Technologies at Beam Therapeutics, and Alexis is an Assistant Professor of Chemistry and Biochemistry DNA damage and repair and Genome edit
Inventing Base Editing with Doctors Nicole Gaudelli and Alexis Komor
Please note: as of 6/30/22, ARK’s clients own greater than 1% of the shares outstanding of Beam Therapeutics Inc.
On today’s episode, ARK analyst Ali Urman hosts the inventors of the adenine base editor (ABE) and the cytosine base editor (CBE) Nicole Gaudelli and Alexis Komor, respectively. Nicole is the Senior Director and Head of Gene Editing Platform Technologies at Beam Therapeutics, and Alexis is an Assistant Professor of Chemistry and Biochemistry DNA damage and repair and Genome edit
Personalizing Private Wealth with Titan CEOs Joe Percoco and Clay Gardner
On today’s episode, ARK analysts Max Friedrich and Will Summerlin are joined by co-founders and co-CEOs of Titan, an online investment management platform, Joe Percoco, and Clay Gardner. In this episode, we hear how these business partners met and founded their company, their mission, and vision, how they remove the ‘middleman,’ and more. We also discuss what Titan believes prevents investors from trying to build a distribution channel, and what information investors care about the most. Jo
Personalizing Private Wealth with Titan CEOs Joe Percoco and Clay Gardner
On today’s episode, ARK analysts Max Friedrich and Will Summerlin are joined by co-founders and co-CEOs of Titan, an online investment management platform, Joe Percoco, and Clay Gardner. In this episode, we hear how these business partners met and founded their company, their mission, and vision, how they remove the ‘middleman,’ and more. We also discuss what Titan believes prevents investors from trying to build a distribution channel, and what information investors care about the most. Jo
Exploring Big Green DAO with Kimbal Musk
In this episode of For Your Innovation, we sit down with multi-hyphenate Kimbal Musk to talk about food justice, Big Green, and its latest branch, Big Green Decentralized Autonomous Organization (DAO). Billed as the first non-profit-led philanthropic DAO, this experiment is aiming to use the power of decentralization and automation to impact lives on the most basic level. Kimbal shares a little about why this work has him so excited and feels like the natural progression of the efforts he h
Exploring Big Green DAO with Kimbal Musk
In this episode of For Your Innovation, we sit down with multi-hyphenate Kimbal Musk to talk about food justice, Big Green, and its latest branch, Big Green Decentralized Autonomous Organization (DAO). Billed as the first non-profit-led philanthropic DAO, this experiment is aiming to use the power of decentralization and automation to impact lives on the most basic level. Kimbal shares a little about why this work has him so excited and feels like the natural progression of the efforts he h
Discussing The Current State Of The Investment Industry with Eric Balchunas
On today’s episode of the For Your Innovation podcast, our Chief Futurist Brett Winton interviews Bloomberg’s Eric Balchunas. Eric Balchunas is Senior ETF Analyst at Bloomberg Intelligence, where he leads the ETF and passive fund research and contributes to Bloomberg Opinion. He is a frequent speaker at industry events and conferences, as well as the co-creator of the Bloomberg podcast Trillions and Bloomberg TV’s ETF IQ. Eric is also the author of the recently released, The Bogle Effect, a
Discussing The Current State Of The Investment Industry with Eric Balchunas
On today’s episode of the For Your Innovation podcast, our Chief Futurist Brett Winton interviews Bloomberg’s Eric Balchunas. Eric Balchunas is Senior ETF Analyst at Bloomberg Intelligence, where he leads the ETF and passive fund research and contributes to Bloomberg Opinion. He is a frequent speaker at industry events and conferences, as well as the co-creator of the Bloomberg podcast Trillions and Bloomberg TV’s ETF IQ. Eric is also the author of the recently released, The Bogle Effect, a
Exploring the Custodia Bank Project with Caitlin Long and Angie Dalton
Today CEO and CIO Cathie Wood and Angie Dalton engage Caitlin Long, the CEO and Founder of the privately owned Custodia Bank, in an insightful conversation about her work and her particular take on the possibilities of crypto technologies in the current climate. Caitlin’s approach is one we do not hear about so often, and we get to explore how Custodia Bank is hoping to harness the powers of new technology and at the same time focus on proper regulation adherence and improving the dominant
Exploring the Custodia Bank Project with Caitlin Long and Angie Dalton
Today CEO and CIO Cathie Wood and Angie Dalton engage Caitlin Long, the CEO and Founder of the privately owned Custodia Bank, in an insightful conversation about her work and her particular take on the possibilities of crypto technologies in the current climate. Caitlin’s approach is one we do not hear about so often, and we get to explore how Custodia Bank is hoping to harness the powers of new technology and at the same time focus on proper regulation adherence and improving the dominant
Making AI Accessible with Scale AI CEO Alex Wang
The idea of artificial intelligence (AI) may appeal to many businesses for its cost-saving potential, but ARK believes in its ability to enable scaling reaches far beyond. Today, we are joined by the CEO of Scale AI, Alex Wang, to talk about the problem Scale was born out of, and its mission to enable every organization to utilize AI technology. In our conversation, we touch on everything from Scale’s origin story and its success in improving data set curation systems for machine learning a
Making AI Accessible with Scale AI CEO Alex Wang
The idea of artificial intelligence (AI) may appeal to many businesses for its cost-saving potential, but ARK believes in its ability to enable scaling reaches far beyond. Today, we are joined by the CEO of Scale AI, Alex Wang, to talk about the problem Scale was born out of, and its mission to enable every organization to utilize AI technology. In our conversation, we touch on everything from Scale’s origin story and its success in improving data set curation systems for machine learning a
The Future of Web3 Games and Digital Ownership
Today Frank Downing and Nick Grous are joined by current CEO of Polygon Studios, Ryan Wyatt! A lifelong gamer and technology enthusiast, Ryan shares his journey through these worlds as a user and then as a professional before we dive into Polygon and some of the foundational elements of what they are doing in the gaming and non-fungible token (NFT) space. Ryan talks about the Polygon protocol, and also how the company relates and compares to its peers and adjacent technologies. From there,
The Future of Web3 Games and Digital Ownership
Today Frank Downing and Nick Grous are joined by current CEO of Polygon Studios, Ryan Wyatt! A lifelong gamer and technology enthusiast, Ryan shares his journey through these worlds as a user and then as a professional before we dive into Polygon and some of the foundational elements of what they are doing in the gaming and non-fungible token (NFT) space. Ryan talks about the Polygon protocol, and also how the company relates and compares to its peers and adjacent technologies. From there,
The Dust is Settling in the Cryptocurrency Market
Today, ARK analysts Frank Downing and Yassine Elmandjra and research associate David Puell join the For Your Innovation podcast to provide an update on the cryptocurrency market. Tuning in, you’ll hear all about what the last three months have meant for cryptocurrency, what led to Three Arrows filing for bankruptcy, where we are in the broader cost basis of the market, the state of the current decentralized finance (DeFi) infrastructure, and the biggest learnings from this turmoil. We also
The Dust is Settling in the Cryptocurrency Market
Today, ARK analysts Frank Downing and Yassine Elmandjra and research associate David Puell join the For Your Innovation podcast to provide an update on the cryptocurrency market. Tuning in, you’ll hear all about what the last three months have meant for cryptocurrency, what led to Three Arrows filing for bankruptcy, where we are in the broader cost basis of the market, the state of the current decentralized finance (DeFi) infrastructure, and the biggest learnings from this turmoil. We also
Resisting Recession with Cathie Wood
On this episode of FYI, we showcase our latest episode of In The Know, a monthly video series on which our CEO and CIO Cathie Wood discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. You can find the full In The Know video series at our video center here.
Cathie also weighs in on the Inflation Reduction Act, productivity, inventory build-ups, the latest employment report, commodities, why we’re already in a recession, and more. She also touches on
Resisting Recession with Cathie Wood
On this episode of FYI, we showcase our latest episode of In The Know, a monthly video series on which our CEO and CIO Cathie Wood discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. You can find the full In The Know video series at our video center here.
Cathie also weighs in on the Inflation Reduction Act, productivity, inventory build-ups, the latest employment report, commodities, why we’re already in a recession, and more. She also touches on
Enabling the Metaverse Revolution with Improbable CEO Herman Narula
As improbable as it may seem, the metaverse is well under construction, but not in the way it’s been communicated to us in the mainstream. Joining us today to reconstruct all we know about the metaverse and its potential is Herman Narula, the co-founder and CEO of the privately owned metaverse technology company, Improbable. Improbable isn’t necessarily taking a different approach, they’re trying to solve a completely different problem. In this episode, we hear how their aim and approach di
Enabling the Metaverse Revolution with Improbable CEO Herman Narula
As improbable as it may seem, the metaverse is well under construction, but not in the way it’s been communicated to us in the mainstream. Joining us today to reconstruct all we know about the metaverse and its potential is Herman Narula, the co-founder and CEO of the privately owned metaverse technology company, Improbable. Improbable isn’t necessarily taking a different approach, they’re trying to solve a completely different problem. In this episode, we hear how their aim and approach di
E-Commerce in Indonesia with Bukalapak President Teddy Oetomo
E-commerce is taking the world by storm and today, we are joined by the President of Bukalapak, Teddy Oetomo, to find out how they’re revolutionizing the market in Indonesia. Bukalapak is a publicly traded Indonesian e-commerce company operating as a platform for both online and offline services for smaller retailers. The company partners with mom-and-pop kiosks to make its services easily accessible to customers in a cash-dominant society while enabling these small businesses to increase t
E-Commerce in Indonesia with Bukalapak President Teddy Oetomo
E-commerce is taking the world by storm and today, we are joined by the President of Bukalapak, Teddy Oetomo, to find out how they’re revolutionizing the market in Indonesia. Bukalapak is a publicly traded Indonesian e-commerce company operating as a platform for both online and offline services for smaller retailers. The company partners with mom-and-pop kiosks to make its services easily accessible to customers in a cash-dominant society while enabling these small businesses to increase t
Discussing Our Roku Valuation with Nick Grous and Andrew Kim
Please note: as of 3/31/22, ARK’s clients own greater than 1% of the shares outstanding of Roku Inc.
We believe there’s a major shift taking place in the TV ecosystem in terms of people moving from linear (cable) TV to connected (streaming) platforms and it’s only going one direction. The advertising world hasn’t quite caught up; In Roku’s first quarter earnings call, CEO Anthony Wood reiterated that US audiences spend 46% of their TV time on streaming while advertisers spend only 18% of th
Discussing Our Roku Valuation with Nick Grous and Andrew Kim
Please note: as of 3/31/22, ARK’s clients own greater than 1% of the shares outstanding of Roku Inc.
We believe there’s a major shift taking place in the TV ecosystem in terms of people moving from linear (cable) TV to connected (streaming) platforms and it’s only going one direction. The advertising world hasn’t quite caught up; In Roku’s first quarter earnings call, CEO Anthony Wood reiterated that US audiences spend 46% of their TV time on streaming while advertisers spend only 18% of th
Exploring Space Laser Communication with Mynaric CEO Bulent Altan
Please note: as of 3/31/22, ARK’s clients own greater than 1% of the shares outstanding of Mynaric.
Mynaric CEO Bulent Atlan began his career as one of the first employees at the then newly-established SpaceX in 2004, having graduated from Stanford University and following completion of his studies at the Technical University of Munich. At SpaceX, he was essential in growing the company’s avionics department from seven people to over 200 and was as Vice-President responsible for the avionic
Exploring Space Laser Communication with Mynaric CEO Bulent Altan
Please note: as of 3/31/22, ARK’s clients own greater than 1% of the shares outstanding of Mynaric.
Mynaric CEO Bulent Atlan began his career as one of the first employees at the then newly-established SpaceX in 2004, having graduated from Stanford University and following completion of his studies at the Technical University of Munich. At SpaceX, he was essential in growing the company’s avionics department from seven people to over 200 and was as Vice-President responsible for the avionic
Finding Growth with Cathie Wood
On this episode of FYI, we showcase our latest episode of In The Know, a monthly video series on which our CEO and CIO Cathie Wood discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. You can find the full In The Know video series at our video center: https://ark-invest.com/videos/
Today, Cathie highlights our latest initiative: The Bitcoin Monthly, an “earnings report” that details relevant on-chain activity and showcases the openness, transparency
Finding Growth with Cathie Wood
On this episode of FYI, we showcase our latest episode of In The Know, a monthly video series on which our CEO and CIO Cathie Wood discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. You can find the full In The Know video series at our video center: https://ark-invest.com/videos/
Today, Cathie highlights our latest initiative: The Bitcoin Monthly, an “earnings report” that details relevant on-chain activity and showcases the openness, transparency
Discussing our Zoom Valuation with Will Summerlin and Andrew Kim
Please note: as of 3/31/22, ARK’s clients own greater than 1% of the shares outstanding of Zoom Video Communications.
Read our full valuation article here.
According to ARK’s open-source research and model, Zoom’s share price could approach $1,500, compounding at a 76 percent annual growth rate in 2026. In today’s episode, Will Summerlin and Andrew Kim talk through their thesis for Zoom, as well as their open-source Zoom model that’s available on GitHub. They cover the type of top-down rese
Discussing our Zoom Valuation with Will Summerlin and Andrew Kim
Please note: as of 3/31/22, ARK’s clients own greater than 1% of the shares outstanding of Zoom Video Communications.
Read our full valuation article here.
According to ARK’s open-source research and model, Zoom’s share price could approach $1,500, compounding at a 76 percent annual growth rate in 2026. In today’s episode, Will Summerlin and Andrew Kim talk through their thesis for Zoom, as well as their open-source Zoom model that’s available on GitHub. They cover the type of top-down rese
The Future of Blockchain and Healthcare with Dr. Alex Cahana
Today’s guest believes strongly that healthcare needs blockchain and blockchain needs healthcare. In this episode, Dr. Alex Cahana returns to the show to discuss how blockchain can be the impetus for societal change in the healthcare industry. Dr. Cahana is a medical doctor, an ambassador to the UN for blockchain, and a theme developer for ARK Invest. He is on a mission to “block change healthcare and healthify the crypto space”. In our discussion, Dr. Cahana explains how he has seen the wo
The Future of Blockchain and Healthcare with Dr. Alex Cahana
Today’s guest believes strongly that healthcare needs blockchain and blockchain needs healthcare. In this episode, Dr. Alex Cahana returns to the show to discuss how blockchain can be the impetus for societal change in the healthcare industry. Dr. Cahana is a medical doctor, an ambassador to the UN for blockchain, and a theme developer for ARK Invest. He is on a mission to “block change healthcare and healthify the crypto space”. In our discussion, Dr. Cahana explains how he has seen the wo
End to End 3D Printing with Velo3D CEO Benny Buller
Please note: as of 3/31/22, ARK’s clients own greater than 1% of the shares outstanding of Velo3D.
ARK expects 3D printing to revolutionize manufacturing by collapsing the time between design and production, reducing costs, and providing greater design complexity, accuracy and customization. We believe 3D printing can enable digital inventory and distributed manufacturing, adding flexibility to supply chains. On today’s episode, ARK Research Analyst Tasha Keeney and Research Associate Pierc
End to End 3D Printing with Velo3D CEO Benny Buller
Please note: as of 3/31/22, ARK’s clients own greater than 1% of the shares outstanding of Velo3D.
ARK expects 3D printing to revolutionize manufacturing by collapsing the time between design and production, reducing costs, and providing greater design complexity, accuracy and customization. We believe 3D printing can enable digital inventory and distributed manufacturing, adding flexibility to supply chains. On today’s episode, ARK Research Analyst Tasha Keeney and Research Associate Pierc
Transforming the Moving World with Cyrus Sigari
In the world of aerospace, our wildest imaginings are steadily becoming a reality. Joining us today to discuss the future of air traffic, autonomous flight, and the phenomenon of Hamburger Helper being delivered to your door via drone, is aviator, entrepreneur, and investor, Cyrus Sigari. Cyrus has an impressive track record in the field of aviation and is currently the Co-founder and Managing Partner of UP Partners, a privately-owned company that builds and invest in tech
Transforming the Moving World with Cyrus Sigari
In the world of aerospace, our wildest imaginings are steadily becoming a reality. Joining us today to discuss the future of air traffic, autonomous flight, and the phenomenon of Hamburger Helper being delivered to your door via drone, is aviator, entrepreneur, and investor, Cyrus Sigari. Cyrus has an impressive track record in the field of aviation and is currently the Co-founder and Managing Partner of UP Partners, a privately-owned company that builds and invest in technologies
Stemloop, Biotech, and Rapid Tests with Khalid Alam
When you’re in the middle of a crisis like the COVID-19 pandemic, getting timely test results is imperative. Unfortunately, laboratory testing does not scale well due to its centralized testing infrastructure. It also requires sample transportation, complicated equipment, and technical expertise, all of which lead to high costs and time delays that are incompatible with problems that require immediate answers. Today on the show, we talk with Khalid Alam, Founder and CEO of
Stemloop, Biotech, and Rapid Tests with Khalid Alam
When you’re in the middle of a crisis like the COVID-19 pandemic, getting timely test results is imperative. Unfortunately, laboratory testing does not scale well due to its centralized testing infrastructure. It also requires sample transportation, complicated equipment, and technical expertise, all of which lead to high costs and time delays that are incompatible with problems that require immediate answers. Today on the show, we talk with Khalid Alam, Founder and CEO of Stemloo
The Future of Robotics as a Service with Saman Farid of Formic
Saman Farid believes that robots are a means to an end and while their importance is derived from the output they create, many companies are focused solely on the hardware itself. In this episode, we are joined by Saman Farid, the CEO of Formic which is a privately held Robotics as a Service (RaaS) company that focuses on the output rather than the hardware. He sheds light on the concept of Robotics as a Service and what this really means. On today’s episode, you’ll hear a
The Future of Robotics as a Service with Saman Farid of Formic
Saman Farid believes that robots are a means to an end and while their importance is derived from the output they create, many companies are focused solely on the hardware itself. In this episode, we are joined by Saman Farid, the CEO of Formic which is a privately held Robotics as a Service (RaaS) company that focuses on the output rather than the hardware. He sheds light on the concept of Robotics as a Service and what this really means. On today’s episode, you’ll hear about the
Technologies Are Converging
In this week’s episode, we are featuring another segment from our Big Ideas Summit 2022. Click here to view the entire presentation, including the section referenced in this episode. In this segment, Brett Winton, ARK’s Director of Research, discusses how our five innovation platforms of artificial intelligence, robotics, blockchain technology, energy storage, and DNA sequencing are converging, and what impact this convergence might have on how quickly each platform evolves in the
Technologies Are Converging
In this week’s episode, we are featuring another segment from our Big Ideas Summit 2022. Click here to view the entire presentation, including the section referenced in this episode. In this segment, Brett Winton, ARK’s Director of Research, discusses how our five innovation platforms of artificial intelligence, robotics, blockchain technology, energy storage, and DNA sequencing are converging, and what impact this convergence might have on how quickly each platform evolves in the futu
Transforming Medicine with Dr. Agnieszka Czechowicz
Dr. Agnieszka Czechowicz is driven by her passion for making an impact and changing the way that care is provided. Throughout her career she has taken science and translated it into medicines, many of which are having helping patients. Agnieszka has worked with a wide range of companies, from those that do gene editing to those that focus on hearing and balance disorders. However, her main area of research is in the field of hematopoietic stem cells. In today’s episode, Agnieszka e
Transforming Medicine with Dr. Agnieszka Czechowicz
Dr. Agnieszka Czechowicz is driven by her passion for making an impact and changing the way that care is provided. Throughout her career she has taken science and translated it into medicines, many of which are having helping patients. Agnieszka has worked with a wide range of companies, from those that do gene editing to those that focus on hearing and balance disorders. However, her main area of research is in the field of hematopoietic stem cells. In today’s episode, Agnieszka expla
Geopolitics, Innovation, and Deglobalization With Peter Zeihan
The world is currently experiencing a multitude of historic events, from a global pandemic to the confounding invasion of Ukraine, to an ever-increasing rise in climate-related disasters. Here to help us unravel the influence of these events, as well as broader geopolitical trends on innovation, is a critically acclaimed author and geopolitical analyst, Peter Zeihan. His latest book The End of the World is Just the Beginning: Mapping the Collapse of Globalization looks into the wav
Geopolitics, Innovation, and Deglobalization With Peter Zeihan
The world is currently experiencing a multitude of historic events, from a global pandemic to the confounding invasion of Ukraine, to an ever-increasing rise in climate-related disasters. Here to help us unravel the influence of these events, as well as broader geopolitical trends on innovation, is a critically acclaimed author and geopolitical analyst, Peter Zeihan. His latest book The End of the World is Just the Beginning: Mapping the Collapse of Globalization looks into the wave of
Discussing Our Tesla Valuation
Today on the show we discuss our Tesla Valuation model and how we came to our 2026 price target for a Tesla share. You will hear from three analysts on how they constructed the valuation, their methodology, and what they project for 2026. Tasha Keeney shares her thoughts on why electric is the future of autonomous technology, Will Summerlin unpacks the potential opportunities for AI within foundational models, and Sam Korus explains why batteries are the single biggest cost component in Tes
Discussing Our Tesla Valuation
Today on the show we discuss our Tesla Valuation model and how we came to our 2026 price target for a Tesla share. You will hear from three analysts on how they constructed the valuation, their methodology, and what they project for 2026. Tasha Keeney shares her thoughts on why electric is the future of autonomous technology, Will Summerlin unpacks the potential opportunities for AI within foundational models, and Sam Korus explains why batteries are the single biggest cost component in Tes
Enhancing Human Connection in the Metaverse with Philip Rosedale and Angela Dalton
Long before the concepts of the Metaverse and cryptocurrency became widely understood, Second Life was already a thriving virtual metropolis running off its own monetary system. In today’s episode, we have the pleasure of hearing from its inventor, Philip Rosedale, about how technology has evolved since he founded Second Life, and how he hopes it is going to continue to evolve in the future. Angie Dalton also joins in on the conversation to share her perspective on what is going on in the v
Enhancing Human Connection in the Metaverse with Philip Rosedale and Angela Dalton
Long before the concepts of the Metaverse and cryptocurrency became widely understood, Second Life was already a thriving virtual metropolis running off its own monetary system. In today’s episode, we have the pleasure of hearing from its inventor, Philip Rosedale, about how technology has evolved since he founded Second Life, and how he hopes it is going to continue to evolve in the future. Angie Dalton also joins in on the conversation to share her perspective on what is going on in the v
Space, Business, and the Business of Space with Jared Isaacman from Shift4 Payments
The FinTech industry has had its fair share of young entrepreneurs, but few are quite as interesting as Jared Isaacman, a New Jersey native and high school dropout who founded his first startup when he was just 16. Today, Jared is the CEO and Chairman of Shift4 Payments, a publicly held leading provider of integrated payment processing and technology solutions, and a cofounder of Draken International, which provides mission-critical commercial military flight services to the US Department o
Space, Business, and the Business of Space with Jared Isaacman from Shift4 Payments
The FinTech industry has had its fair share of young entrepreneurs, but few are quite as interesting as Jared Isaacman, a New Jersey native and high school dropout who founded his first startup when he was just 16. Today, Jared is the CEO and Chairman of Shift4 Payments, a publicly held leading provider of integrated payment processing and technology solutions, and a cofounder of Draken International, which provides mission-critical commercial military flight services to the US Department o
The Past, Present, and Future of Genetic Counseling with Emily Fassi
Emily Fassi stumbled across the field of genetic counseling when she was trying to figure out what she could do with her biology degree. Today, she is the Lead Genetic Counselor for the St. Luke’s Health System, specializing in hereditary cancer predisposition. Since genetic counseling came into existence as a profession, it has evolved an enormous amount, and continues to change at a rapid rate. In this episode, Emily explains what her role as a genetic counselor entails, why this work is
The Past, Present, and Future of Genetic Counseling with Emily Fassi
Emily Fassi stumbled across the field of genetic counseling when she was trying to figure out what she could do with her biology degree. Today, she is the Lead Genetic Counselor for the St. Luke’s Health System, specializing in hereditary cancer predisposition. Since genetic counseling came into existence as a profession, it has evolved an enormous amount, and continues to change at a rapid rate. In this episode, Emily explains what her role as a genetic counselor entails, why this work is
Renewing Home Energy with Kathy Hannun from Dandelion Energy
The technology for geothermal heating and cooling of homes has been around for decades, but several factors have prevented this technology from scaling in the United States — until recently. The heating and cooling of buildings is responsible for around 20% of US greenhouse gas emissions, and a greater awareness of the negative impacts of these gasses, combined with an increase in the price of fossil fuels, has created conditions for geothermal energy companies to thrive. Today’s guest is K
Renewing Home Energy with Kathy Hannun from Dandelion Energy
The technology for geothermal heating and cooling of homes has been around for decades, but several factors have prevented this technology from scaling in the United States — until recently. The heating and cooling of buildings is responsible for around 20% of US greenhouse gas emissions, and a greater awareness of the negative impacts of these gasses, combined with an increase in the price of fossil fuels, has created conditions for geothermal energy companies to thrive. Today’s guest is K
Financing Space with Chris Quilty and Caleb Henry
Joining us on For Your Innovation today, are Chris Quilty and Caleb Henry. Chris is the Founder and Partner of Quilty Analytics, a privately held, integrated financial research, investment banking and strategic advisory boutique exclusively serving the satellite and space industry. Caleb is Quilty Analytics Senior Analyst. In this episode, we discuss the developments of the space industry from its shift towards commercial revenue to its efforts towards reusability. We delve into the hy
Financing Space with Chris Quilty and Caleb Henry
Joining us on For Your Innovation today, are Chris Quilty and Caleb Henry. Chris is the Founder and Partner of Quilty Analytics, a privately held, integrated financial research, investment banking and strategic advisory boutique exclusively serving the satellite and space industry. Caleb is Quilty Analytics Senior Analyst. In this episode, we discuss the developments of the space industry from its shift towards commercial revenue to its efforts towards reusability. We delve into th
Big Ideas 2022 with Cathie Wood and Chris Hayes
On this episode, we bring you an excerpt from our Big Ideas Summit 2022, which was presented live on January 25, 2022. MSNBC’s Chris Hayes interviews our CEO and CIO, Cathie Wood on a wide range of topics spanning all of our big ideas. Cathie shares insights into the world’s current climate of innovation and technology, as well as her predictions for the future. We learn about the move from fossil fuel extraction to new emerging technologies, and what is predicted to contribute towards the
Big Ideas 2022 with Cathie Wood and Chris Hayes
On this episode, we bring you an excerpt from our Big Ideas Summit 2022, which was presented live on January 25, 2022. MSNBC’s Chris Hayes interviews our CEO and CIO, Cathie Wood on a wide range of topics spanning all of our big ideas. Cathie shares insights into the world’s current climate of innovation and technology, as well as her predictions for the future. We learn about the move from fossil fuel extraction to new emerging technologies, and what is predicted to contribute towards the
Base Editing with Beam Therapeutics CEO John Evans
Please note: as of 12/31/21, ARK’s clients own greater than 1% of the shares outstanding of Beam Therapeutics.
Base editing, and gene editing as a broader industry, are a major focus of our research at ARK, and a major piece of DNA Sequencing, one of our 5 technology platforms. To dive deeper into the world of base editing, Analyst Ali Urman sits down with industry expert, Beam Therapeutics CEO John Evans. Evans was previously a Venture Partner with ARCH Venture Partners and an early employ
Base Editing with Beam Therapeutics CEO John Evans
Please note: as of 12/31/21, ARK’s clients own greater than 1% of the shares outstanding of Beam Therapeutics.
Base editing, and gene editing as a broader industry, are a major focus of our research at ARK, and a major piece of DNA Sequencing, one of our 5 technology platforms. To dive deeper into the world of base editing, Analyst Ali Urman sits down with industry expert, Beam Therapeutics CEO John Evans. Evans was previously a Venture Partner with ARCH Venture Partners and an early employ
Ultra-Long-Range Genomic Information with Ivan Liachko
The fields of genetics and genomics have been a cornerstone of our interest at ARK, and subjects we have explored in the past on the For You Innovation podcast. Today, analyst Simon Barnett dives a little deeper into this world, as we host Ivan Liachko, the CEO and Co-Founder of Phase Genomics, to talk about the company and the amazing technological strides that are being made. Phase Genomics is a private company with a portfolio of laboratory and computational services and products. Ivan e
Ultra-Long-Range Genomic Information with Ivan Liachko
The fields of genetics and genomics have been a cornerstone of our interest at ARK, and subjects we have explored in the past on the For You Innovation podcast. Today, analyst Simon Barnett dives a little deeper into this world, as we host Ivan Liachko, the CEO and Co-Founder of Phase Genomics, to talk about the company and the amazing technological strides that are being made. Phase Genomics is a private company with a portfolio of laboratory and computational services and products. Ivan e
Going to Outer Space with Dr. Christyl Johnson
Today’s guest is Dr. Christyl Johnson, the Deputy Director for Technology and Research Investments at the Goddard Space Flight Center. Dr. Johnson joins us to share a behind-the-scenes view of the innovations coming out of the Goddard Flight Center and the role that she plays in the process. Analyst’s Sam Korus and Tasha Keeney speak with Dr. Johnson about her experiences as an intern at the Langley Research Center and what she loves most about working for NASA, an environment built on the
Going to Outer Space with Dr. Christyl Johnson
Today’s guest is Dr. Christyl Johnson, the Deputy Director for Technology and Research Investments at the Goddard Space Flight Center. Dr. Johnson joins us to share a behind-the-scenes view of the innovations coming out of the Goddard Flight Center and the role that she plays in the process. Analyst’s Sam Korus and Tasha Keeney speak with Dr. Johnson about her experiences as an intern at the Langley Research Center and what she loves most about working for NASA, an environment built on the
Optogenetics, RNA Editing and CRISPR with Dr. Feng Zhang
Dr.Feng Zhang, the award-winning biochemist best known for his central role in developing optogenetics and CRISPR technology, joins ARK analyst Ali Urman on this week’s episode. Listeners will learn about the role of optogenetics in dissecting circuitries in the brain and Feng’s experience of CRISPR. Feng shares some of the biggest hurdles optogenetics has to overcome and tells us where RNA editing could be even more effective than DNA editing. He gives us his predictions on the cost of thi
Optogenetics, RNA Editing and CRISPR with Dr. Feng Zhang
Dr.Feng Zhang, the award-winning biochemist best known for his central role in developing optogenetics and CRISPR technology, joins ARK analyst Ali Urman on this week’s episode. Listeners will learn about the role of optogenetics in dissecting circuitries in the brain and Feng’s experience of CRISPR. Feng shares some of the biggest hurdles optogenetics has to overcome and tells us where RNA editing could be even more effective than DNA editing. He gives us his predictions on the cost of thi
On-Chain Data: A Framework to Evaluate Bitcoin
Bitcoin is unique relative to traditional asset classes, meaning that it is unable to fit within the framework associated with them, and this has prevented investors from understanding it as well as adopting it. In an attempt to address this, ARK analyst Yassine Elmandjra recently co-authored a white paper with prominent crypto on-chain analyst, and ARK consultant David Puell that provides a simple approach on how to analyze public blockchains entitled ‘On-Chain Data: A Framework to Evaluat
On-Chain Data: A Framework to Evaluate Bitcoin
Bitcoin is unique relative to traditional asset classes, meaning that it is unable to fit within the framework associated with them, and this has prevented investors from understanding it as well as adopting it. In an attempt to address this, ARK analyst Yassine Elmandjra recently co-authored a white paper with prominent crypto on-chain analyst, and ARK consultant David Puell that provides a simple approach on how to analyze public blockchains entitled ‘On-Chain Data: A Framework to Evaluat
The Gene-Editing Revolution with Verve Therapeutics
Please note: as of 12/31/21, ARK’s clients own greater than 1% of the shares outstanding of Verve Therapeutics.
On this episode of FYI, ARK Analyst Ali Urman is joined by Verve Therapeutics CEO Sek Kathiresan and Chief Scientific Officer Andrew Bellinger. Verve, a biotechnology company, was created with the sole focus of protecting the world from heart disease. For many years, institutions have approached cardiovascular disease with a chronic care model, prescribing medications to help redu
The Gene-Editing Revolution with Verve Therapeutics
Please note: as of 12/31/21, ARK’s clients own greater than 1% of the shares outstanding of Verve Therapeutics.
On this episode of FYI, ARK Analyst Ali Urman is joined by Verve Therapeutics CEO Sek Kathiresan and Chief Scientific Officer Andrew Bellinger. Verve, a biotechnology company, was created with the sole focus of protecting the world from heart disease. For many years, institutions have approached cardiovascular disease with a chronic care model, prescribing medications to help redu
The Strengths of an Innovation-Based Portfolio
Here at ARK, innovation is the name of the game when it comes to our investment strategies, but this is not a very common approach when you look at the larger swathes of investors. On today’s show, ARK Client Portfolio Specialist Dan White sits down with Ren Leggi, ARK Client Portfolio Manager to talk about his recent blog post, titled ‘The Equity Market Cap Associated with Technologically Enabled Innovation Is Likely to Grow Exponentially.‘ Ren provides insight into what the research shows
The Strengths of an Innovation-Based Portfolio
Here at ARK, innovation is the name of the game when it comes to our investment strategies, but this is not a very common approach when you look at the larger swathes of investors. On today’s show, ARK Client Portfolio Specialist Dan White sits down with Ren Leggi, ARK Client Portfolio Manager to talk about his recent blog post, titled ‘The Equity Market Cap Associated with Technologically Enabled Innovation Is Likely to Grow Exponentially.‘ Ren provides insight into what the research shows
The CRISPR Revolution and the New Era of Genome Editing with Kevin Davies
Kevin Davies is a renowned British science journalist and the executive editor of The CRISPR Journal, based in New York. His literary career began with Breakthrough: The Race to Find the Breast Cancer Gene in the early 1990s, followed by Cracking the Genome, which details the dramatic story of one of the greatest scientific feats ever accomplished: the mapping of the human genome. His other titles include the $1,000 Genome, DNA: The Story of the Genetic Revolution, and his most recent relea
The CRISPR Revolution and the New Era of Genome Editing with Kevin Davies
Kevin Davies is a renowned British science journalist and the executive editor of The CRISPR Journal, based in New York. His literary career began with Breakthrough: The Race to Find the Breast Cancer Gene in the early 1990s, followed by Cracking the Genome, which details the dramatic story of one of the greatest scientific feats ever accomplished: the mapping of the human genome. His other titles include the $1,000 Genome, DNA: The Story of the Genetic Revolution, and his most recent relea
An Outlook on Biotechnology with Sam Kulkarni, CEO CRISPR Therapeutics
Today, 20 years after we sequenced the first human genome, we’re starting to see the fruits of genomics. Instead of treating symptoms, researchers are focused on finding cures for once chronic and fatal diseases. We’re starting to reimagine medicine in ways previously thought impossible. This week on the For Your Innovation Podcast, we’re joined by Dr. Samarth Kulkarni, Chief Executive Officer of CRISPR Therapeutics. Sam joined CRISPR in early 2015 as Chief Business Officer. Two years later
An Outlook on Biotechnology with Sam Kulkarni, CEO CRISPR Therapeutics
Today, 20 years after we sequenced the first human genome, we’re starting to see the fruits of genomics. Instead of treating symptoms, researchers are focused on finding cures for once chronic and fatal diseases. We’re starting to reimagine medicine in ways previously thought impossible. This week on the For Your Innovation Podcast, we’re joined by Dr. Samarth Kulkarni, Chief Executive Officer of CRISPR Therapeutics. Sam joined CRISPR in early 2015 as Chief Business Officer. Two years later
Best of 2021 – FYI Podcast Compilation
As the year comes to an end, we would like to thank everyone who listened to the FYI — For Your Innovation podcast. 2021 was another up and down year, as the world continues to battle the COVID-19 pandemic. In this final episode of 2021, we compiled some of our most interesting podcast episodes for you. Please enjoy this summary and tune back in when we return in 2022 with a new and improved version of FYI.
Check out the FYI – For Your Innovation Podcast ‘Best of 2021’. Because
Best of 2021 – FYI Podcast Compilation
As the year comes to an end, we would like to thank everyone who listened to the FYI — For Your Innovation podcast. 2021 was another up and down year, as the world continues to battle the COVID-19 pandemic. In this final episode of 2021, we compiled some of our most interesting podcast episodes for you. Please enjoy this summary and tune back in when we return in 2022 with a new and improved version of FYI.
Check out the FYI – For Your Innovation Podcast ‘Best of 2021’. Be
Meet the Scientists: Dr. Omar Abudayyeh and Dr. Jonathan Gootenberg
As the year comes to an end, we would like to thank everyone who listened to the FYI — For Your Innovation podcast. 2021 was another up and down year, as the world continues to battle the COVID-19 pandemic. In this final episode of 2021, we compiled some of our most interesting podcast episodes for you. Please enjoy this summary and tune back in when we return in 2022 with a new and improved version of FYI.
Check out the FYI – For Your Innovation Podcast ‘Best of 2021’. Be
Meet the Scientists: Dr. Omar Abudayyeh and Dr. Jonathan Gootenberg
As the year comes to an end, we would like to thank everyone who listened to the FYI — For Your Innovation podcast. 2021 was another up and down year, as the world continues to battle the COVID-19 pandemic. In this final episode of 2021, we compiled some of our most interesting podcast episodes for you. Please enjoy this summary and tune back in when we return in 2022 with a new and improved version of FYI.
Check out the FYI – For Your Innovation Podcast ‘Best of 2021’. Because
The Evolving World of RNA Editing with Dr. David Nelles
As the year comes to an end, we would like to thank everyone who listened to the FYI — For Your Innovation podcast. 2021 was another up and down year, as the world continues to battle the COVID-19 pandemic. In this final episode of 2021, we compiled some of our most interesting podcast episodes for you. Please enjoy this summary and tune back in when we return in 2022 with a new and improved version of FYI.
Check out the FYI – For Your Innovation Podcast ‘Best of 2021’. Because
The Evolving World of RNA Editing with Dr. David Nelles
As the year comes to an end, we would like to thank everyone who listened to the FYI — For Your Innovation podcast. 2021 was another up and down year, as the world continues to battle the COVID-19 pandemic. In this final episode of 2021, we compiled some of our most interesting podcast episodes for you. Please enjoy this summary and tune back in when we return in 2022 with a new and improved version of FYI.
Check out the FYI – For Your Innovation Podcast ‘Best of 2021’. Be
The Creator Economy with Sima Gandhi
The Creator Economy with Sima Gandhi
The Creator Economy with Sima Gandhi
The Creator Economy with Sima Gandhi
The Past, Present, and Future of the COVID 19 Pandemic with Dr. Scott Gottlieb
The Past, Present, and Future of the COVID 19 Pandemic with Dr. Scott Gottlieb
The Past, Present, and Future of the COVID 19 Pandemic with Dr. Scott Gottlieb
The Past, Present, and Future of the COVID 19 Pandemic with Dr. Scott Gottlieb
Invisible Technologies with Francis Pedraza
Invisible Technologies with Francis Pedraza
Invisible Technologies with Francis Pedraza
Invisible Technologies with Francis Pedraza
NFTs with Witek Radomski and Caleb Applegate of Enjin
NFTs with Witek Radomski and Caleb Applegate of Enjin
NFTs with Witek Radomski and Caleb Applegate of Enjin
NFTs with Witek Radomski and Caleb Applegate of Enjin
Therapeutic Human Gene Editing with Dr. David Liu
Therapeutic Human Gene Editing with Dr. David Liu
Therapeutic Human Gene Editing with Dr. David Liu
Therapeutic Human Gene Editing with Dr. David Liu
Cross-Border Payment Disruption with Ham Serunjogi
Cross-Border Payment Disruption with Ham Serunjogi
Cross-Border Payment Disruption with Ham Serunjogi
Cross-Border Payment Disruption with Ham Serunjogi
Nifty Gateway and the Significance of NFTs with Griffin Cock Foster
Nifty Gateway and the Significance of NFTs with Griffin Cock Foster
Nifty Gateway and the Significance of NFTs with Griffin Cock Foster
Nifty Gateway and the Significance of NFTs with Griffin Cock Foster
The ₿ Word — featuring Cathie Wood, Jack Dorsey, and Elon Musk
The ₿ Word — featuring Cathie Wood, Jack Dorsey, and Elon Musk
The ₿ Word — featuring Cathie Wood, Jack Dorsey, and Elon Musk
The ₿ Word — featuring Cathie Wood, Jack Dorsey, and Elon Musk
Online Sports Betting with Will Hershey
Online Sports Betting with Will Hershey
Online Sports Betting with Will Hershey
Online Sports Betting with Will Hershey
The State of Robotaxis in China with Prof. X
The State of Robotaxis in China with Prof. X
The State of Robotaxis in China with Prof. X
The State of Robotaxis in China with Prof. X
Competitive Mobile Gaming with Andrew Paradise, CEO and Founder of Skillz
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Competitive Mobile Gaming with Andrew Paradise, CEO and Founder of Skillz
Competitive Mobile Gaming with Andrew Paradise, CEO and Founder of Skillz
The Future of Genome Editing with Professor David Liu
The Future of Genome Editing with Professor David Liu
The Future of Genome Editing with Professor David Liu
The Future of Genome Editing with Professor David Liu
The Terra Blockchain with Do Kwon
The Terra Blockchain with Do Kwon
The Terra Blockchain with Do Kwon
The Terra Blockchain with Do Kwon
Deep Dive into SPACs with Harry Sloan and Eli Baker
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The Future of Oncology with Dr. Mark Lewis
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Augmented Reality with Paul Travers
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How Online Education Prepares Us For the Future of Work with Mitch Daniels
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When Mobile Payments Become Infrastructural with Hong Shen
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Life Science Product Development and Personalized Medicine with SC Moatti
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Autonomous Vehicles Powered By End-To-End Deep Learning with Alex Kendall, Wayve.ai
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Understanding mRNA. Conversations with Moderna and Arcturus Therapeutics
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Best of 2020 — FYI Podcast Compilation
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Championing Innovation Within Earlier Cancer Detection With Gabe Otte
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ByteDance, TikTok, and China’s Growing Influence in Global Tech with Matthew Brennan
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The History of Big Data and the Future of Analytics with Muji
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The First AI Chip Startup with Naveen Rao, Nervana Systems
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Using Gene Editing to Cure HIV with Daniel Dornbusch
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The Digital Economy with Gary Vaynerchuk
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Bitcoin As An Investment with Nate Maddrey
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Learn Anything. From Anyone. AI talk with Mckay Wrigley
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The State of Genetic Testing in The US with Rob Metcalf
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Emerging Themes in Fintech with Dan Kimerling
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The Different Sides of Precision Medicine with Jo Bhakdi, CEO and Co-Founder of Quantgene
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Venture Capital Changes and Business Education with Steve Blank
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Esports: Gathering and Growing Communities with Austin Smith
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A Case for Earlier Cancer Detection Strategies with Dr. Bert Vogelstein
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Automation and Robots in The Manufacturing Sector with Tyler and Colby Stilson
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Battery Supply Chain for Electric Vehicles with Simon Moores and Vivas Kumar
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Mobile Payments with Alberto Damasso, Founder and CEO of Satispay
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The Coming Dawn of Self-Driven Cars with Oliver Cameron
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Podcast Monetization Through Subscriptions with Jason Sew Hoy, CEO of Supercast
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Innovation Isn’t Voluntary with Jim McKelvey, Cofounder of Square
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What Nvidia’s New A100 GPU Means For the Data Center and AI
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Supersonic Travel with Blake Scholl, CEO of Boom Supersonic
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Be Creative. Together. Joseph Gordon-Levitt and Jared Geller Talk About HitRecord
The ostensible premise behind social media platforms is to enable people to connect online, but this gets jeopardized by their attention economy architecture and paid advertising algorithms. Today’s guests are Joseph Gordon-Levitt and Jared Geller and they join us to speak about their platform, HitRecord, an online community built around creative collaboration. HitRecord offers artists of all kinds a platform to share their artwork or idea, and open it up to the input of other artists, thereby
Be Creative. Together. Joseph Gordon-Levitt and Jared Geller Talk About HitRecord
The ostensible premise behind social media platforms is to enable people to connect online, but this gets jeopardized by their attention economy architecture and paid advertising algorithms. Today’s guests are Joseph Gordon-Levitt and Jared Geller and they join us to speak about their platform, HitRecord, an online community built around creative collaboration. HitRecord offers artists of all kinds a platform to share their artwork or idea, and open it up to the input of other artists, thereby
The Modern SaaS Industry with Austin Petersmith
Today on the show, we welcome Austin Petersmith, Founder and CEO of Capiche. Capiche is a startup that aims to bring transparency and trusted reviews to the world of enterprise software. The SaaS industry has blossomed in recent years with dozens of tools being used across productivity, communication, databases and DevOps. In this episode, Austin gives an overview of how the modern software as a service (SaaS) industry was born and what’s coming down the pike. We hear the gap in the enterprise
The Modern SaaS Industry with Austin Petersmith
Today on the show, we welcome Austin Petersmith, Founder and CEO of Capiche. Capiche is a startup that aims to bring transparency and trusted reviews to the world of enterprise software. The SaaS industry has blossomed in recent years with dozens of tools being used across productivity, communication, databases and DevOps. In this episode, Austin gives an overview of how the modern software as a service (SaaS) industry was born and what’s coming down the pike. We hear the gap in the enterprise
The Blockchain Mindset with Dr. Alex Cahana
In this virtual, remote, distant world we need to make sure that the technologies that support us can transfer information that is accurate, safe and trusted. For today’s episode, we had Dr. Alex Cahana join us to speak about the role Distributed Ledger Technologies will play in shaping business, health systems, and definitions of community in the post-pandemic world. Dr. Cahana is the Chief Medical Officer and Market Lead for ConsenSys Health. His experience is in military, healthcare and most
The Blockchain Mindset with Dr. Alex Cahana
In this virtual, remote, distant world we need to make sure that the technologies that support us can transfer information that is accurate, safe and trusted. For today’s episode, we had Dr. Alex Cahana join us to speak about the role Distributed Ledger Technologies will play in shaping business, health systems, and definitions of community in the post-pandemic world. Dr. Cahana is the Chief Medical Officer and Market Lead for ConsenSys Health. His experience is in military, healthcare and most
Embrace The Move To Automation
From manufacturing to universities, companies and institutions are in turmoil across the board. During the time of COVID-19, businesses are being forced to look for better, faster, or cheaper solutions to the problems that they’re facing. Increasingly new technologies can provide help. We take a look at how businesses, brands, organizations, public services, and institutions are having to make drastic shifts in order to survive and adopt new solutions such as drones, 3D printing, autonomous driv
Embrace The Move To Automation
From manufacturing to universities, companies and institutions are in turmoil across the board. During the time of COVID-19, businesses are being forced to look for better, faster, or cheaper solutions to the problems that they’re facing. Increasingly new technologies can provide help. We take a look at how businesses, brands, organizations, public services, and institutions are having to make drastic shifts in order to survive and adopt new solutions such as drones, 3D printing, autonomous driv
A World of Contactless Payments
The current coronavirus (COVID-19) pandemic has saturated media across the globe. The information available to us is vast, expansive, and can be all-consuming. But a lot of this information is, understandably, geared heavily toward medical and social topics. In this episode, we explore the impact of covid-19 on fintech companies. We ask the question, what does this mean payment methods and the future of transactions across the globe? George Whitridge and Max Friedrich, FinTech analysts at ARK, t
A World of Contactless Payments
The current coronavirus (COVID-19) pandemic has saturated media across the globe. The information available to us is vast, expansive, and can be all-consuming. But a lot of this information is, understandably, geared heavily toward medical and social topics. In this episode, we explore the impact of covid-19 on fintech companies. We ask the question, what does this mean payment methods and the future of transactions across the globe? George Whitridge and Max Friedrich, FinTech analysts at ARK, t
Powering Online Education with Chip Paucek
This week we are joined by Chip Paucek, 2U’s Co-Founder and CEO. 2U is one of the leading online education software platforms. At ARK we often say disruptive innovation gains traction in tumultuous times. There’s perhaps no better example than in the education space. For six years 2U noted that one of the biggest challenges was fighting the stigma of online education, and then in the midst of COVID-19 nearly every school has been forced into an online only setting. Tune in to hear Chip walk us t
Powering Online Education with Chip Paucek
This week we are joined by Chip Paucek, 2U’s Co-Founder and CEO. 2U is one of the leading online education software platforms. At ARK we often say disruptive innovation gains traction in tumultuous times. There’s perhaps no better example than in the education space. For six years 2U noted that one of the biggest challenges was fighting the stigma of online education, and then in the midst of COVID-19 nearly every school has been forced into an online only setting. Tune in to hear Chip walk us t
How Innovations in Genomics and Biotech Can Help Us With The COVID-19 Crisis
As the coronavirus (COVID-19) continues to strengthen its grip across the globe, it’s natural to feel a sense of dread and despair. However, we believe that tumultuous times can be the best catalysts for innovation, and this pandemic is no exception. In this episode, Simon Barnett and Ali Urman, ARK’s genomics analysts, are here to discuss developments in genomics and biotech, underway in response to the COVID-19 crisis. Simon sheds light on the declining cost curve of DNA sequencing, which allo
How Innovations in Genomics and Biotech Can Help Us With The COVID-19 Crisis
As the coronavirus (COVID-19) continues to strengthen its grip across the globe, it’s natural to feel a sense of dread and despair. However, we believe that tumultuous times can be the best catalysts for innovation, and this pandemic is no exception. In this episode, Simon Barnett and Ali Urman, ARK’s genomics analysts, are here to discuss developments in genomics and biotech, underway in response to the COVID-19 crisis. Simon sheds light on the declining cost curve of DNA sequencing, which allo
Business As Usual During Coronavirus – How Innovation Enables Work Remote
Here at ARK we are always talking about disruption and now we are faced with huge disruption. The coronavirus outbreak has massive implications on many levels for the whole world, not least of which is the need for many people to work remote where possible. This episode is a discussion about what that looks like during a time of mass quarantine. We are focusing our discussion on the realms of communication and entertainment. First of all, we discuss video conferencing and naturally, our eyes are
Business As Usual During Coronavirus – How Innovation Enables Work Remote
Here at ARK we are always talking about disruption and now we are faced with huge disruption. The coronavirus outbreak has massive implications on many levels for the whole world, not least of which is the need for many people to work remote where possible. This episode is a discussion about what that looks like during a time of mass quarantine. We are focusing our discussion on the realms of communication and entertainment. First of all, we discuss video conferencing and naturally, our eyes are
A History of Bitcoin’s Predecessors, Dollarization, and Stablecoins with Nic Carter
Our guest for this week’s episode is Nic Carter, Partner at Castle Island Ventures and Cofounder of Coinmetrics.io. In this episode, we dive deep into some of Nic’s current cryptocurrency obsessions. We start off covering the history of Bitcoin’s predecessors, leading to an interesting realization that the crypto industry today may be forgetting the lessons drawn from previous attempts to create a private money. We then shift the conversation to stablecoins and the implications of their continue
A History of Bitcoin’s Predecessors, Dollarization, and Stablecoins with Nic Carter
Our guest for this week’s episode is Nic Carter, Partner at Castle Island Ventures and Cofounder of Coinmetrics.io. In this episode, we dive deep into some of Nic’s current cryptocurrency obsessions. We start off covering the history of Bitcoin’s predecessors, leading to an interesting realization that the crypto industry today may be forgetting the lessons drawn from previous attempts to create a private money. We then shift the conversation to stablecoins and the implications of their continue
Exploring the Infinite Prospects of Computer Vision AI with Matt Zeiler
Today’s guest is Matt Zeiler, Founder, and CEO of Clarifai. Clarifai is one of the first startups to apply modern deep learning for image recognition. Their tools are currently used by clients like Staples, OpenTable, and the US Department of Defense (DoD). In this episode, Matt sheds light on the company’s founding story and how an internship at Google was the catalyst for the creation of Clarifai. He also talks about what it’s like competing against industry giants like Facebook and Google. Cl
Exploring the Infinite Prospects of Computer Vision AI with Matt Zeiler
Today’s guest is Matt Zeiler, Founder, and CEO of Clarifai. Clarifai is one of the first startups to apply modern deep learning for image recognition. Their tools are currently used by clients like Staples, OpenTable, and the US Department of Defense (DoD). In this episode, Matt sheds light on the company’s founding story and how an internship at Google was the catalyst for the creation of Clarifai. He also talks about what it’s like competing against industry giants like Facebook and Google. Cl
Coronavirus and the Future of Immunotherapy with Prof. Isaiah Arkin
The Coronavirus (COVID-19) is dominating most headlines of every news channel in the world. To learn more about this virus and its implications we talked to Professor Isaiah Arkin. He is the Arthur Lejwa Prof. of Structural Biochemistry at Hebrew University of Jerusalem and the former Vice-President for Research and Development at the University. He holds a Ph.D. from the Yale School of Medicine in Cell Biology. Professor Arkin’s research has succeeded in shedding new light on the inner workings
Coronavirus and the Future of Immunotherapy with Prof. Isaiah Arkin
The Coronavirus (COVID-19) is dominating most headlines of every news channel in the world. To learn more about this virus and its implications we talked to Professor Isaiah Arkin. He is the Arthur Lejwa Prof. of Structural Biochemistry at Hebrew University of Jerusalem and the former Vice-President for Research and Development at the University. He holds a Ph.D. from the Yale School of Medicine in Cell Biology. Professor Arkin’s research has succeeded in shedding new light on the inner workings
How Lululemon Broke the Mold, with Chip Wilson
This week’s guest is Chip Wilson, entrepreneur, philanthropist and most notably, the founder of apparel company Lululemon. Long before Apple and Tesla opened their owned stores, Lululemon pioneered the concept of vertical retail in North America. Unlike other sports apparel companies that sold to retailers, Lululemon designed products were sold exclusively in its own stores. By owning all aspects of design, marketing, and retail, it commanded software like gross margins.
In this episode, Chip gi
How Lululemon Broke the Mold, with Chip Wilson
This week’s guest is Chip Wilson, entrepreneur, philanthropist and most notably, the founder of apparel company Lululemon. Long before Apple and Tesla opened their owned stores, Lululemon pioneered the concept of vertical retail in North America. Unlike other sports apparel companies that sold to retailers, Lululemon designed products were sold exclusively in its own stores. By owning all aspects of design, marketing, and retail, it commanded software like gross margins.
In this episode, Chip gi
Bitcoin’s Security Model with Hasu
Eleven years since the creation of Bitcoin, its security model is still not agreed upon. Our guest today goes by the Twitter pseudonym Hasu (@hasufl), an independent cryptocurrency researcher who publishes work on the subject of non-sovereign money and has taken a recent interest in Bitcoin’s security model. We kick off our conversation with a recognition of the power of pseudonymity in the digital realm and the implications of our ability to access an abundance of information in a post-internet
Bitcoin’s Security Model with Hasu
Eleven years since the creation of Bitcoin, its security model is still not agreed upon. Our guest today goes by the Twitter pseudonym Hasu (@hasufl), an independent cryptocurrency researcher who publishes work on the subject of non-sovereign money and has taken a recent interest in Bitcoin’s security model. We kick off our conversation with a recognition of the power of pseudonymity in the digital realm and the implications of our ability to access an abundance of information in a post-internet
A Proactive Approach for a Pathogen-Free Blood Supply with Dr. Larry Corash
Blood is a crucial supportive therapy within healthcare. Approximately 18 million blood components including red cells, platelets, plasma, cryoprecipitate, and a small amount of whole blood are collected each year in the United States, meaning it is of critical importance that blood remains pathogen-free. Today’s guest is Dr. Larry Corash, the co-founder and chief scientific officer of Cerus (CERS), a patient-centric medical technology firm focused on massively improving the safety of the world’
A Proactive Approach for a Pathogen-Free Blood Supply with Dr. Larry Corash
Blood is a crucial supportive therapy within healthcare. Approximately 18 million blood components including red cells, platelets, plasma, cryoprecipitate, and a small amount of whole blood are collected each year in the United States, meaning it is of critical importance that blood remains pathogen-free. Today’s guest is Dr. Larry Corash, the co-founder and chief scientific officer of Cerus (CERS), a patient-centric medical technology firm focused on massively improving the safety of the world’
Esports and Gaming Trends with Will Hershey of Roundhill Investments
On the podcast this week, we have Will Hershey, cofounder and CEO of Roundhill Investments, to help us breakdown Esports and the Gaming Industry. Will is responsible for the company’s indexing, research, and product development efforts, in addition to firm-level partnerships and operations. Before founding Roundhill in 2018, Will served as the Head Trader with Yorkville Capital Management, and prior to that he was with Yorkville ETF Advisors, where he was instrumental in the creation and growth
Esports and Gaming Trends with Will Hershey of Roundhill Investments
On the podcast this week, we have Will Hershey, cofounder and CEO of Roundhill Investments, to help us breakdown Esports and the Gaming Industry. Will is responsible for the company’s indexing, research, and product development efforts, in addition to firm-level partnerships and operations. Before founding Roundhill in 2018, Will served as the Head Trader with Yorkville Capital Management, and prior to that he was with Yorkville ETF Advisors, where he was instrumental in the creation and growth
Introduction to ARK’s Big Ideas 2020
Join James Wang as he interviews Cathie Wood (CEO and CIO at ARK Invest) on our recently published Big Ideas 2020 report. On this podcast Cathie will share her perspective on some of the biggest breakthroughs ARK believes should not be missed in the coming year.
Introduction to ARK’s Big Ideas 2020
Join James Wang as he interviews Cathie Wood (CEO and CIO at ARK Invest) on our recently published Big Ideas 2020 report. On this podcast Cathie will share her perspective on some of the biggest breakthroughs ARK believes should not be missed in the coming year.
Best of 2019: FYI Podcast with Elon Musk, George Church, and more
As we wrap up 2019, we would like to thank everyone who listened to the FYI — For Your Innovation podcast. We received incredibly positive feedback for our podcast show and had some truly amazing guests in the past year, ranging from world class geneticists to founders and CEOs. In this final episode of 2019, we put together a “greatest hits compilation” of our five most popular episodes.
1. On the Road to Full Autonomy with Elon Musk (EP11)
Elon Musk talks about how his engineering backgroun
Best of 2019: FYI Podcast with Elon Musk, George Church, and more
As we wrap up 2019, we would like to thank everyone who listened to the FYI — For Your Innovation podcast. We received incredibly positive feedback for our podcast show and had some truly amazing guests in the past year, ranging from world class geneticists to founders and CEOs. In this final episode of 2019, we put together a “greatest hits compilation” of our five most popular episodes.
1. On the Road to Full Autonomy with Elon Musk (EP11)
Elon Musk talks about how his engineering backgr
The Beginning of Every Deep Learning Exercise With Manu Sharma and Brian Rieger
In today’s episode, we welcome Manu Sharma and Brian Rieger from Labelbox, a private company which we believe is leading training data solution for machine learning. We have had many conversations on this show about artificial intelligence from a hardware and algorithm perspective, but data is just as important. All production AI systems are based on supervised learning, which requires large quantities of data to be labeled so that the algorithms can understand and compartmentalize it. In other
The Beginning of Every Deep Learning Exercise With Manu Sharma and Brian Rieger
In today’s episode, we welcome Manu Sharma and Brian Rieger from Labelbox, a private company which we believe is leading training data solution for machine learning. We have had many conversations on this show about artificial intelligence from a hardware and algorithm perspective, but data is just as important. All production AI systems are based on supervised learning, which requires large quantities of data to be labeled so that the algorithms can understand and compartmentalize it. In other
The Power of Deep Learning with Bryan Catanzaro from NVIDIA
We are joined by Bryan Catanzaro, Vice President of Applied Deep Learning Research at NVIDIA. In his early career he built some of the original deep learning libraries and worked at Baidu in the specific field of deep speech. In 2016 he returned to NVIDIA and has been there since, exploring the ever-evolving field of deep learning at one of the industry leaders. We discuss conversational AI and the newest advancements in the field, Bryan’s thoughts on NVIDIA’s competition and what the market loo
The Power of Deep Learning with Bryan Catanzaro from NVIDIA
We are joined by Bryan Catanzaro, Vice President of Applied Deep Learning Research at NVIDIA. In his early career he built some of the original deep learning libraries and worked at Baidu in the specific field of deep speech. In 2016 he returned to NVIDIA and has been there since, exploring the ever-evolving field of deep learning at one of the industry leaders. We discuss conversational AI and the newest advancements in the field, Bryan’s thoughts on NVIDIA’s competition and what the market loo
Streaming Wars with Nick Grous
Isn’t everyone talking about streaming wars? This may seem like a new phenomenon, but it all started in 2007 when Netflix introduced streaming for the first time. With Disney Plus and Apple TV gaining traction, we are exploring what the future of streaming might look like and how it could shape the media landscape. On this episode Nick Grous, analyst at ARK Invest, shares his broad perspective and insightful knowledge on the current streaming wars taking place across the globe.
On day one of the
Streaming Wars with Nick Grous
Isn’t everyone talking about streaming wars? This may seem like a new phenomenon, but it all started in 2007 when Netflix introduced streaming for the first time. With Disney Plus and Apple TV gaining traction, we are exploring what the future of streaming might look like and how it could shape the media landscape. On this episode Nick Grous, analyst at ARK Invest, shares his broad perspective and insightful knowledge on the current streaming wars taking place across the globe.
On day one of the
HD Maps for an Autonomous Future with Ro Gupta
We are joined by Ro Gupta, the CEO of Carmera to discuss his contribution to an autonomous future. Carmera is a private company that makes real time HD maps for autonomous driving. We talk about his own history and early interest in transportation before diving into the development of digital maps and the apps that have spearheaded this technology. Ro explains data collection, safety policies, and some of the main challenges today. He also describes differences between the US and international m
HD Maps for an Autonomous Future with Ro Gupta
We are joined by Ro Gupta, the CEO of Carmera to discuss his contribution to an autonomous future. Carmera is a private company that makes real time HD maps for autonomous driving. We talk about his own history and early interest in transportation before diving into the development of digital maps and the apps that have spearheaded this technology. Ro explains data collection, safety policies, and some of the main challenges today. He also describes differences between the US and international m
A Different Type of VC Firm with Eric Vishria from Benchmark
On this episode of FYI we welcome Eric Vishria, General Partner at Benchmark. Benchmark is a one-of-a-kind venture capital firm based in San Francisco, opting to operate with a small team of just 5 to 7 general partners and no junior partners or other team members. They have helped to bring to market iconic companies such as Twitter, SnapChat, DropBox and Uber! In our conversation, we talk about why he believes SaaS is larger than ever before. Eric makes a strong argument for low barriers to ado
A Different Type of VC Firm with Eric Vishria from Benchmark
On this episode of FYI we welcome Eric Vishria, General Partner at Benchmark. Benchmark is a one-of-a-kind venture capital firm based in San Francisco, opting to operate with a small team of just 5 to 7 general partners and no junior partners or other team members. They have helped to bring to market iconic companies such as Twitter, SnapChat, DropBox and Uber! In our conversation, we talk about why he believes SaaS is larger than ever before. Eric makes a strong argument for low barriers to ado
Asking Different Questions Than Everyone Else, with Sean George
On this FYI episode, we are joined by Sean George, CEO and co-founder of Invitae one of the innovative frontrunners in the medical genetic testing space. (This episode was recorded: Sep. 10, 2019) Invitae is driven by the provision of affordable genetic testing, clinical-grade accuracy, and transparent reporting practices. In asking different questions than anyone else in the space, Invitae is spearheading a paradigm shift in the diagnostics industry.1
For them, finding scalable solutions, where
Asking Different Questions Than Everyone Else, with Sean George
On this FYI episode, we are joined by Sean George, CEO and co-founder of Invitae one of the innovative frontrunners in the medical genetic testing space. (This episode was recorded: Sep. 10, 2019) Invitae is driven by the provision of affordable genetic testing, clinical-grade accuracy, and transparent reporting practices. In asking different questions than anyone else in the space, Invitae is spearheading a paradigm shift in the diagnostics industry.1
For them, finding scalable solutions, where
The Future of Cultured Meat Production with Yaakov Nahmias
Today’s episode is part two of the discussion with Professor Yaakov Nahmias, the Israeli biomedical engineer and innovator. We discuss his startup, Future Meat Technologies, a company funded by Tyson Foods, which is poised to develop the next generation of cultured meat.
Initially when someone proposed the idea of cultured meat to him, Yaakov thought it would be too expensive. Drawing inspiration from the human body’s filtration and purification system, Future Meat Technologies is working on a b
The Future of Cultured Meat Production with Yaakov Nahmias
Today’s episode is part two of the discussion with Professor Yaakov Nahmias, the Israeli biomedical engineer and innovator. We discuss his startup, Future Meat Technologies, a company funded by Tyson Foods, which is poised to develop the next generation of cultured meat.
Initially when someone proposed the idea of cultured meat to him, Yaakov thought it would be too expensive. Drawing inspiration from the human body’s filtration and purification system, Future Meat Technologies is working on a b
A Commitment to Bitcoin with Ric Edelman
Today on the podcast we are joined by Ric Edelman, the founder and chairman of Edelman Financial Engines and author of The Truth About Your Future. We also have our very own Cathie Wood join us for the conversation as we look at the current state of bitcoin and cryptocurrencies, a decade after they emerged into the public imagination. We hear from Ric about his early theoretical and then practical interactions with bitcoin, his ongoing belief in the platform, its limitations and what its future
A Commitment to Bitcoin with Ric Edelman
Today on the podcast we are joined by Ric Edelman, the founder and chairman of Edelman Financial Engines and author of The Truth About Your Future. We also have our very own Cathie Wood join us for the conversation as we look at the current state of bitcoin and cryptocurrencies, a decade after they emerged into the public imagination. We hear from Ric about his early theoretical and then practical interactions with bitcoin, his ongoing belief in the platform, its limitations and what its future
Steve Forbes on the Market, Policy, and the Evolution of Media
On the podcast today, we are joined by Steve Forbes, Chairman and Editor in Chief of Forbes Media Group. Together with ARK CEO and CIO Cathie Wood and ARK analyst James Wang, we have a fascinating chat with Steve on the market, the modern media landscape, and the trustworthiness of cryptocurrencies.
The podcast starts off looking at the current economic climate, doom and gloom predictions, and why Steve has come out publicly with a relatively optimistic outlook. From there we naturally move into
Steve Forbes on the Market, Policy, and the Evolution of Media
On the podcast today, we are joined by Steve Forbes, Chairman and Editor in Chief of Forbes Media Group. Together with ARK CEO and CIO Cathie Wood and ARK analyst James Wang, we have a fascinating chat with Steve on the market, the modern media landscape, and the trustworthiness of cryptocurrencies.
The podcast starts off looking at the current economic climate, doom and gloom predictions, and why Steve has come out publicly with a relatively optimistic outlook. From there we naturally move into
Tissue Dynamics with Professor Yaakov Nahmias
In this episode of the FYI—For Your Innovation podcast, we welcome Professor Yaakov Nahmias from the Hebrew University. Yaakov is an Israeli bioengineer and an award-winning, industry-leading expert in his fields, who has worked in 3D printing and cellular research for the majority of his career. This two-part conversation will cover his work at Tissue Dynamics in the field of drug discovery and the production of cost-effective cultured meat at Future Meat Technologies.
In this first part, we ex
Tissue Dynamics with Professor Yaakov Nahmias
In this episode of the FYI—For Your Innovation podcast, we welcome Professor Yaakov Nahmias from the Hebrew University. Yaakov is an Israeli bioengineer and an award-winning, industry-leading expert in his fields, who has worked in 3D printing and cellular research for the majority of his career. This two-part conversation will cover his work at Tissue Dynamics in the field of drug discovery and the production of cost-effective cultured meat at Future Meat Technologies.
In this first part, we ex
What are Disruptive Innovation Platforms?
For today’s show we welcome Brett Winton, ARK’s Director of Research, to discuss his recent white paper titled Disruptive Innovation – Why Now? The main idea of the paper explores innovation today and how the convergence of five major innovation platforms compares to other innovation periods in our history. Brett details the five technologies that we have identified as transformative signposts today. To unpack just how exciting and unprecedented this is, we look at comparable innovation platform
What are Disruptive Innovation Platforms?
For today’s show we welcome Brett Winton, ARK’s Director of Research, to discuss his recent white paper titled Disruptive Innovation – Why Now? The main idea of the paper explores innovation today and how the convergence of five major innovation platforms compares to other innovation periods in our history. Brett details the five technologies that we have identified as transformative signposts today. To unpack just how exciting and unprecedented this is, we look at comparable innovation platform
Cerebras’ Wafer Scale Engine AI Chip with CEO Andrew Feldman
Andrew Feldman, co-founder and CEO of Cerebras, joins us this week to discuss the Wafer Scale Engine, or WSE, an AI chip that is 50 times larger than the largest chips produced by Nvidia and Intel. This radical design has raised a lot of eyebrows and it is already being heralded as the biggest breakthrough in semi-conductor technology in decades. Andrew helps us unpack why AI work needs chips this large, how Cerebras was able to leapfrog industry incumbents, and what why the Wafer Scale Engine i
Cerebras’ Wafer Scale Engine AI Chip with CEO Andrew Feldman
Andrew Feldman, co-founder and CEO of Cerebras, joins us this week to discuss the Wafer Scale Engine, or WSE, an AI chip that is 50 times larger than the largest chips produced by Nvidia and Intel. This radical design has raised a lot of eyebrows and it is already being heralded as the biggest breakthrough in semi-conductor technology in decades. Andrew helps us unpack why AI work needs chips this large, how Cerebras was able to leapfrog industry incumbents, and what why the Wafer Scale Engine i
The Vibrant Online Education Space with Aaron Nace
The Vibrant Online Education Space with Aaron Nace
The Vibrant Online Education Space with Aaron Nace
The Vibrant Online Education Space with Aaron Nace
Building Sustainable Global Trade with Matt Heider, CEO NautilusLabs
On this week’s episode, we are joined by Matt Heider, CEO of Nautilus Labs, to continue the series on looking at startups as a lens to learn about innovation. Nautilus Labs is a maritime tech company that aims to advance the efficiency of ocean commerce. Nautilus is building software solutions for global shipping companies in order to minimize fuel consumption, maximize operations, and optimize fleet performance. In doing so, Nautilus Labs helps ship owners and operators reduce greenhouse gas em
Building Sustainable Global Trade with Matt Heider, CEO NautilusLabs
On this week’s episode, we are joined by Matt Heider, CEO of Nautilus Labs, to continue the series on looking at startups as a lens to learn about innovation. Nautilus Labs is a maritime tech company that aims to advance the efficiency of ocean commerce. Nautilus is building software solutions for global shipping companies in order to minimize fuel consumption, maximize operations, and optimize fleet performance. In doing so, Nautilus Labs helps ship owners and operators reduce greenhouse gas em
Analyzing the Data Center Business with Akram’s Razor (Part 2)
Last week was Part 1 of our conversation with Akram’s Razor where he gave his account of how the crypto crash of 2018 impacted Nvidia and AMD. This week, Akram and James go through Nvidia’s data center business in depth and assess the growing competitive landscape for AI accelerators, from cloud and startup companies alike. Akram shares more about how he approached his research for his thesis on Nvidia and we get into a serious discussion about Google’s AI advantage and why he believes they are
Analyzing the Data Center Business with Akram’s Razor (Part 2)
Last week was Part 1 of our conversation with Akram’s Razor where he gave his account of how the crypto crash of 2018 impacted Nvidia and AMD. This week, Akram and James go through Nvidia’s data center business in depth and assess the growing competitive landscape for AI accelerators, from cloud and startup companies alike. Akram shares more about how he approached his research for his thesis on Nvidia and we get into a serious discussion about Google’s AI advantage and why he believes they are
Nvidia and the Crypto Implosion of 2018 with Akram’s Razor (Part 1)
On the show today we are joined by Seeking Alpha contributor, Akram’s Razor, to bring to you a Nvidia podcast in two parts, focused on the company, semiconductors, and beyond. Akram has published numerous articles on semiconductors, software, and macro. He notably forecasted the global crypto crash of 2018 and its impact on Nvidia, an opinion that went starkly against the grain of most analysts in his field. In this first of a two part episode, we on Akram’s thesis on Nvidia, the crash, and the
Nvidia and the Crypto Implosion of 2018 with Akram’s Razor (Part 1)
On the show today we are joined by Seeking Alpha contributor, Akram’s Razor, to bring to you a Nvidia podcast in two parts, focused on the company, semiconductors, and beyond. Akram has published numerous articles on semiconductors, software, and macro. He notably forecasted the global crypto crash of 2018 and its impact on Nvidia, an opinion that went starkly against the grain of most analysts in his field. In this first of a two part episode, we on Akram’s thesis on Nvidia, the crash, and the
The Capital Market Space within FinTech
This week on For Your Innovation, we are talking to Morgan Dunbar, partner at Bendigo Partners, a firm that specializes in the global financial technology industry as both a principal investor and operational advisor. In addition to that, Morgan is managing partner at AIR Summit, a network and conference targeted at the capital market industry and, in particular, capital market startups. In the podcast, we are going to discuss the capital market space within FinTech, an area that is often overlo
The Capital Market Space within FinTech
This week on For Your Innovation, we are talking to Morgan Dunbar, partner at Bendigo Partners, a firm that specializes in the global financial technology industry as both a principal investor and operational advisor. In addition to that, Morgan is managing partner at AIR Summit, a network and conference targeted at the capital market industry and, in particular, capital market startups. In the podcast, we are going to discuss the capital market space within FinTech, an area that is often overlo
Innovative Insights into Semiconductors, with Dylan
On today’s episode, we are joined by our first ever anonymous guest, who goes by the name of Dylan. James came across him on Twitter and was inspired by his fresh and innovative insights on semiconductors. Dylan works in data science for a large company, but is interested in semiconductors and AI as a personal side project. Having been one of the most stagnant sectors, the semiconductor landscape has dramatically shifted and is now one of the most dynamic and vibrant sectors today. This appears
Innovative Insights into Semiconductors, with Dylan
On today’s episode, we are joined by our first ever anonymous guest, who goes by the name of Dylan. James came across him on Twitter and was inspired by his fresh and innovative insights on semiconductors. Dylan works in data science for a large company, but is interested in semiconductors and AI as a personal side project. Having been one of the most stagnant sectors, the semiconductor landscape has dramatically shifted and is now one of the most dynamic and vibrant sectors today. This appears
A Closer Look at Facebook’s Libra and Calibra
Joining us on this episode are ARK analysts Yassine Elmandjra and Max Friedrich. Today we talk about the headlines that Facebook has made in recent months, particularly in relation to their plan to launch their own cryptocurrency in 2020. We discuss what Libra is and how it will be governed, what the role of the Libra Association will be and how it will be different to other cryptocurrencies like Bitcoin. It seems as though Bitcoin managed to establish itself before any regulatory measures could
A Closer Look at Facebook’s Libra and Calibra
Joining us on this episode are ARK analysts Yassine Elmandjra and Max Friedrich. Today we talk about the headlines that Facebook has made in recent months, particularly in relation to their plan to launch their own cryptocurrency in 2020. We discuss what Libra is and how it will be governed, what the role of the Libra Association will be and how it will be different to other cryptocurrencies like Bitcoin. It seems as though Bitcoin managed to establish itself before any regulatory measures could
Reimagining the Future of Smart Speakers
On this week’s episode of For Your Innovation, we’re talking to ARK analyst Nick Grous about the booming market for smart speakers. In just over four years, devices like Amazon Echo and Google Assistant have gone from niche toys to a mainstream device that’s found in many people’s homes across the world. We have a conversation about why they’ve become popular, the reason why they’re selling at such a low price and how its adoption into the market compares to the smart phone. We also talk about t
Reimagining the Future of Smart Speakers
On this week’s episode of For Your Innovation, we’re talking to ARK analyst Nick Grous about the booming market for smart speakers. In just over four years, devices like Amazon Echo and Google Assistant have gone from niche toys to a mainstream device that’s found in many people’s homes across the world. We have a conversation about why they’ve become popular, the reason why they’re selling at such a low price and how its adoption into the market compares to the smart phone. We also talk about t
The Future of AI Hardware with James Wang
On today’s episode we welcome back our very own James Wang to talk about the future of AI hardware and his recent talk at the CogX event. With a definite move back towards fabrication and production of chips in Silicon Valley, the future of technology in both America and abroad is in just as much […]
A New Way for Investors to Be Heard, with Zach Hascoe from Say
On the show today we are joined by Zach Hascoe, co-founder of Say, a company dedicated to giving a voice to all shareholders. Say is an innovative investor communications platform that appears to be transforming the way that companies and shareholders communicate and interact. They are doing this through a verification and democratization process, in which investors of any size are able to question and engage the companies where they own shares. Zach believes this gap in the market is an essenti
A New Way for Investors to Be Heard, with Zach Hascoe from Say
On the show today we are joined by Zach Hascoe, co-founder of Say, a company dedicated to giving a voice to all shareholders. Say is an innovative investor communications platform that appears to be transforming the way that companies and shareholders communicate and interact. They are doing this through a verification and democratization process, in which investors of any size are able to question and engage the companies where they own shares. Zach believes this gap in the market is an essenti
The Genomic Revolution with George Church, Ph.D.
Today on FYI – For Your Innovation we are joined by Dr. George Church for a high-level discussion with ARK’s genomics analysts, Simon Barnett and Manisha Samy, on the current and future status of the field of genetics. Dr. Church is a pioneer of synthetic biology and an influencer in the field of genomics. He is a Professor of Genetics at Harvard Medical School, the Director of personalgenomics.org and a cofounder of a multitude of companies! His innovations have led to technological breakthroug
The Genomic Revolution with George Church, Ph.D.
Today on FYI – For Your Innovation we are joined by Dr. George Church for a high-level discussion with ARK’s genomics analysts, Simon Barnett and Manisha Samy, on the current and future status of the field of genetics. Dr. Church is a pioneer of synthetic biology and an influencer in the field of genomics. He is a Professor of Genetics at Harvard Medical School, the Director of personalgenomics.org and a cofounder of a multitude of companies! His innovations have led to technological breakthroug
Additive Manufacturing at the Forefront of Innovation, with Peter Leys
On today’s episode your host and ARK analyst, Tasha Keeney, sits down with the chairman of Materialise, Peter Leys. Materialise NV (“Materialise”) is a leading 3D printing firm that specializes in software and solutions for 3D printing for the medical and manufacturing space. You might know the company for their Materialise Build Processor, one of the most commonly used pieces of software across many different 3D printing manufacturers. Peter has been with the company since 2013 but has long bee
Additive Manufacturing at the Forefront of Innovation, with Peter Leys
On today’s episode your host and ARK analyst, Tasha Keeney, sits down with the chairman of Materialise, Peter Leys. Materialise NV (“Materialise”) is a leading 3D printing firm that specializes in software and solutions for 3D printing for the medical and manufacturing space. You might know the company for their Materialise Build Processor, one of the most commonly used pieces of software across many different 3D printing manufacturers. Peter has been with the company since 2013 but has long bee
Immunotherapy Part 2, with Dr. Daniel Chen MD PhD
On today’s show we welcome Dr. Daniel Chen MD PhD, formerly Vice President, Global Head of Cancer Immunotherapy at Genentech/Roche and now Chief Medical Officer at IGM Biosciences to continue our current exploration of immunotherapy in the fight against cancer. In April we spoke to Charles Graeber, author of The Breakthrough, and today we are very lucky to welcome Dr. Chen, one of the leading pioneers of immunotherapy from Charles’ book. In the show he furthers our understanding of the state of
Immunotherapy Part 2, with Dr. Daniel Chen MD PhD
On today’s show we welcome Dr. Daniel Chen MD PhD, formerly Vice President, Global Head of Cancer Immunotherapy at Genentech/Roche and now Chief Medical Officer at IGM Biosciences to continue our current exploration of immunotherapy in the fight against cancer. In April we spoke to Charles Graeber, author of The Breakthrough, and today we are […]
Artificial Intelligence in China with Jeffrey Ding
Today on the show we are joined by Jeffrey Ding, creator of the ChinAI newsletter. He is here to tell us all about his work in the AI field and his focus on translating the developments from China to a more western audience. We start off by talking about the reasons why he started his newsletter, namely that the AI community in China are mostly abreast of advancements from the US and UK, while the same cannot be said in the opposite direction. This language asymmetry, as Jeffrey calls it, means
Artificial Intelligence in China with Jeffrey Ding
Today on the show we are joined by Jeffrey Ding, creator of the ChinAI newsletter. He is here to tell us all about his work in the AI field and his focus on translating the developments from China to a more western audience. We start off by talking about the reasons why he started his newsletter, namely that the AI community in China are mostly abreast of advancements from the US and UK, while the same cannot be said in the opposite direction. This language asymmetry, as Jeffrey calls it, means
Analyzing India’s Digital Wallet Adoption After Demonetization, with Nicolas Crouzet and Filippo Mezzanotti
Today Nicolas Crouzet and Filippo Mezzanotti, join us to talk about their research paper (joint with Ph.D. student Apoorv Gupta), which explores the digital wallet adoption in India, after the country voided the two largest denominations of its fiat currency in circulation in 2016. Both Nicolas and Filippo are professors of finance at Northwestern University’s Kellogg School of Management. The paper, called Shocks and Technology Adoption: Evidence from Electronic Payment Systems, investigates th
Analyzing India’s Digital Wallet Adoption After Demonetization, with Nicolas Crouzet and Filippo Mezzanotti
Today Nicolas Crouzet and Filippo Mezzanotti, join us to talk about their research paper (joint with Ph.D. student Apoorv Gupta), which explores the digital wallet adoption in India, after the country voided the two largest denominations of its fiat currency in circulation in 2016. Both Nicolas and Filippo are professors of finance at Northwestern University’s Kellogg School of Management. The paper, called Shocks and Technology Adoption: Evidence from Electronic Payment Systems, investigates th
Immunotherapy and the race to cure cancer with Charles Graeber
Today’s guest is Charles Graeber (@charlesgraeber), author of the book The Breakthrough: Immunotherapy and the Race to Cure Cancer. Charles tells us about the amazing strides that have been made recently in finding a cure for cancer. The progress is so notable that Charles was comfortably able to use the word ‘cure’ in the book’s subtitle! That means that cancer is on the way to becoming not just treatable but actually curable for millions of people all over the world. The book and today’s conve
Immunotherapy and the race to cure cancer with Charles Graeber
Today’s guest is Charles Graeber (@charlesgraeber), author of the book The Breakthrough: Immunotherapy and the Race to Cure Cancer. Charles tells us about the amazing strides that have been made recently in finding a cure for cancer. The progress is so notable that Charles was comfortably able to use the word ‘cure’ in the book’s subtitle! That means that cancer is on the way to becoming not just treatable but actually curable for millions of people all over the world. The book and today’s conve
What’s New In Cloud Computing, with James Wang
On today’s episode, James Wang, web analyst at ARK Invest, joins us again to provide his always valuable insights—this time about IT and the cloud. While these topics may not seem as exciting as more talked about tech topics, interestingly enough we believe enterprise computing is valued at an estimated four trillion dollars. James talks about the history of cloud computing and how it has progressed to where it is today as well as its current trajectory. He also discusses some of the current big
What’s New In Cloud Computing, with James Wang
On today’s episode, James Wang, web analyst at ARK Invest, joins us again to provide his always valuable insights—this time about IT and the cloud. While these topics may not seem as exciting as more talked about tech topics, interestingly enough we believe enterprise computing is valued at an estimated four trillion dollars. James talks about the history of cloud computing and how it has progressed to where it is today as well as its current trajectory. He also discusses some of the current big
Innovation Pipeline with Prof. Steve Masiclat
On the show today we welcome Professor Steve Masiclat (Newhouse School, Syracuse University) to explain his ideas around the innovation pipeline and the issues he sees arising when it comes to reaching the next level of disruptive innovations. Buckle up for this episode, as we are diving deep into AI and big data. In our discussion we cycle through many examples from the technology world, in particular AI, and use these to explore what Steve argues is a lack of sufficient expertise to further th
Innovation Pipeline with Prof. Steve Masiclat
On the show today we welcome Professor Steve Masiclat (Newhouse School, Syracuse University) to explain his ideas around the innovation pipeline and the issues he sees arising when it comes to reaching the next level of disruptive innovations. Buckle up for this episode, as we are diving deep into AI and big data. In our discussion we cycle through many examples from the technology world, in particular AI, and use these to explore what Steve argues is a lack of sufficient expertise to further th
Israel Innovation with Yishai Fraenkel
On today’s episode, Yishai Fraenkel, Director General and Vice President at The Hebrew University of Jerusalem joins us to give insight into the interesting topic of Israeli innovation. He has nearly 20 years of experience with Intel, where he worked in new technology, with a focus on artificial intelligence and computer vision and has now been working at the university for over two years. He discusses some of the factors, both socially and culturally, which foster the Israeli ability to innovat
Israel Innovation with Yishai Fraenkel
On today’s episode, Yishai Fraenkel, Director General and Vice President at The Hebrew University of Jerusalem joins us to give insight into the interesting topic of Israeli innovation. He has nearly 20 years of experience with Intel, where he worked in new technology, with a focus on artificial intelligence and computer vision and has now been working at the university for over two years. He discusses some of the factors, both socially and culturally, which foster the Israeli ability to innovat
Adapting to Fintech, with Nicolas Grous and Max Friedrich
On this episode we share highlights from a recent event hosted by ARK Invest called “Adapting to Fintech”. Nicolas Grous, ARK’s Trading and Research Associate and Max Friedrich, ARK’s Fintech Analyst, are presenting clips from the event’s panel discussion and delve further into the topics explored. Adapting to Fintech offered an in-depth analysis into how technology is disrupting capital markets and what it means for business and investing. The panel was moderated by Bob Pisani, “On-Air Stocks”
Adapting to Fintech, with Nicolas Grous and Max Friedrich
On this episode we share highlights from a recent event hosted by ARK Invest called “Adapting to Fintech”. Nicolas Grous, ARK’s Trading and Research Associate and Max Friedrich, ARK’s Fintech Analyst, are presenting clips from the event’s panel discussion and delve further into the topics explored. Adapting to Fintech offered an in-depth analysis into how technology is disrupting capital markets and what it means for business and investing. The panel was moderated by Bob Pisani, “On-Air Stocks”
An Exponential View of the Future, With Azeem Azhar
On the show today we welcome none other than Azeem Azhar, early stage investor and founder of the Exponential View newsletter and podcast. Azeem is here to talk to us about his own work in covering the latest and most innovative developments in technology as well as comment on the current startup and tech landscape, the European market, and offer some exciting future predictions for our listeners! We discuss his audience and the mutually generous relationship he shares with them, some of Azeem’s
An Exponential View of the Future, With Azeem Azhar
On the show today we welcome none other than Azeem Azhar, early stage investor and founder of the Exponential View newsletter and podcast. Azeem is here to talk to us about his own work in covering the latest and most innovative developments in technology as well as comment on the current startup and tech landscape, the European market, and offer some exciting future predictions for our listeners! We discuss his audience and the mutually generous relationship he shares with them, some of Azeem’s
The Future of Food Delivery with James Wang
Food delivery platforms like GrubHub, Uber Eats, and Meituan are taking over the world. In this episode, ARK Internet Analyst James Wang shares his insights on the food delivery business and why he thinks this industry is about to take off now. He talks about the changing nature of our food consumption patterns and admits he’s guilty of ordering more food than the average US citizen. James tells us more about the growing penetration of food delivery platforms, the complexities of marketplace bus
The Future of Food Delivery with James Wang
Food delivery platforms like GrubHub, Uber Eats, and Meituan are taking over the world. In this episode, ARK Internet Analyst James Wang shares his insights on the food delivery business and why he thinks this industry is about to take off now. He talks about the changing nature of our food consumption patterns and admits he’s guilty of ordering more food than the average US citizen. James tells us more about the growing penetration of food delivery platforms, the complexities of marketplace bus
Evolving Narratives in the Crypto Space with Andreas M. Antonopoulos
On the show today we welcome Andreas M. Antonopoulos (@aantonop) to chat with us about his perspectives on the current crypto space, the contrasting developments of Bitcoin and Ethereum, and the massive role that design choices play in the future of these two currencies. We also welcome cryptocurrency analyst Arjun Balaji (@arjunblj) as a co-host for this episode. Together we field some introductory and more complex questions on ways in which Bitcoin and Ethereum compete, could potentially repla
Evolving Narratives in the Crypto Space with Andreas M. Antonopoulos
On the show today we welcome Andreas M. Antonopoulos (@aantonop) to chat with us about his perspectives on the current crypto space, the contrasting developments of Bitcoin and Ethereum, and the massive role that design choices play in the future of these two currencies. We also welcome cryptocurrency analyst Arjun Balaji (@arjunblj) as a co-host for this episode. Together we field some introductory and more complex questions on ways in which Bitcoin and Ethereum compete, could potentially repla
How Siraj Raval Built One of the Most Popular AI Channels on YouTube
In this episode of FYI, we chat with Siraj Raval, Director of the School of AI, data scientist, entrepreneur, and much more. Siraj is a leading YouTube educator on the topic of AI and has helped half a million subscribers stay abreast of AI and the latest developments in the field. Today we discuss what prompted his focus on AI in general and deep learning in particular. Siraj also explains some of the recent news stories that have excited him and what he thinks we should pay more attention to.
How Siraj Raval Built One of the Most Popular AI Channels on YouTube
In this episode of FYI, we chat with Siraj Raval, Director of the School of AI, data scientist, entrepreneur, and much more. Siraj is a leading YouTube educator on the topic of AI and has helped half a million subscribers stay abreast of AI and the latest developments in the field. Today we discuss what prompted his focus on AI in general and deep learning in particular. Siraj also explains some of the recent news stories that have excited him and what he thinks we should pay more attention to.
The Evolution of The Rocket Industry with Eric Berger
In this episode we are joined by special guest Eric Berger, the senior space editor for Ars Technica, as well as our very own automation, energy, and space analyst at ARK Invest, Sam Korus. Together we deep dive into the space industry, particularly the rocket industry, and discuss a new area of space exploration. We discuss how more affordable access to space will likely be a game changer and how it could open up a whole range of new business opportunities. For instance, why do companies and st
The Evolution of The Rocket Industry with Eric Berger
In this episode we are joined by special guest Eric Berger, the senior space editor for Ars Technica, as well as our very own automation, energy, and space analyst at ARK Invest, Sam Korus. Together we deep dive into the space industry, particularly the rocket industry, and discuss a new area of space exploration. We discuss how more affordable access to space will likely be a game changer and how it could open up a whole range of new business opportunities. For instance, why do companies and st
On the Road to Full Autonomy With Elon Musk
Today we are thrilled to be in Fremont, CA with Tesla CEO Elon Musk. In this episode Tasha Keeney, Analyst at ARK Invest and Cathie Wood, Founder, CEO, and CIO at ARK Invest chat with Elon about the future of Tesla and autonomous driving. The podcast conversation kicks off by sizing the upcoming boom in global electric vehicle demand which leads into a discussion around linear versus exponential growth. Elon explains Tesla’s competitive edge against autonomous driving peers like Waymo and talks
On the Road to Full Autonomy With Elon Musk
Today we are thrilled to be in Fremont, CA with Tesla CEO Elon Musk. In this episode Tasha Keeney, Analyst at ARK Invest and Cathie Wood, Founder, CEO, and CIO at ARK Invest chat with Elon about the future of Tesla and autonomous driving. The podcast conversation kicks off by sizing the upcoming boom in […]
The Effects of Automation and Robots in the Food Industry with Sam Korus
We are joined by our very own automation, energy, and space analyst, Sam Korus. Our topic of conversation is automation in the food industry and how robotics “in front and back of house” might change the industry. A simple reaction to more automated jobs is that it decreases the demand for human roles. However, Sam explains how further automation can actually stimulate human employment through price drops and demand increases. We chat about what sorts of roles can be fulfilled by robots currentl
The Effects of Automation and Robots in the Food Industry with Sam Korus
We are joined by our very own automation, energy, and space analyst, Sam Korus. Our topic of conversation is automation in the food industry and how robotics “in front and back of house” might change the industry. A simple reaction to more automated jobs is that it decreases the demand for human roles. However, Sam explains how further automation can actually stimulate human employment through price drops and demand increases. We chat about what sorts of roles can be fulfilled by robots currentl
Economics, Trade Relations, And Innovation — Recognizing Investment Potential with Dr. Art Laffer and Cathie Wood
Welcome back to FYI, the For Your Innovation Podcast from ARK Invest. Today on the show we are joined by two special guests. First we have, Catherine Wood CEO and CIO of ARK Invest, as well as a her mentor, former professor, and advisor to ARK Investment Management LLC, Dr. Art Laffer. You might know Dr. Laffer from his famous Laffer Curve. He first gained prominence during the Reagan administration as a member of President Reagan’s Economic Policy Advisory Board. Dr. Art Laffer is also the foun
Economics, Trade Relations, And Innovation — Recognizing Investment Potential with Dr. Art Laffer and Cathie Wood
Welcome back to FYI, the For Your Innovation Podcast from ARK Invest. Today on the show we are joined by two special guests. First we have, Catherine Wood CEO and CIO of ARK Invest, as well as a her mentor, former professor, and advisor to ARK Investment Management LLC, Dr. Art Laffer. You might know Dr. Laffer from his famous Laffer Curve. He first gained prominence during the Reagan administration as a member of President Reagan’s Economic Policy Advisory Board. Dr. Art Laffer is also the foun
The Bitcoin Centralization Narrative with Yassine Elmandjra
In this episode we are joined by our very own crypto-analyst, Yassine Elmandjra, to talk about the idea that Bitcoin is becoming increasing centralized. This narrative has been growing over the last while with bigger entities supposedly controlling larger portions of the blockchain. Yassine shares his perspectives, ultimately showing that this argument has some serious flaws and that the blockchain has attributes that can prevent so-called “market control”. In our discussion, we cover the basics
The Bitcoin Centralization Narrative with Yassine Elmandjra
In this episode we are joined by our very own crypto-analyst, Yassine Elmandjra, to talk about the idea that Bitcoin is becoming increasing centralized. This narrative has been growing over the last while with bigger entities supposedly controlling larger portions of the blockchain. Yassine shares his perspectives, ultimately showing that this argument has some serious flaws and that the blockchain has attributes that can prevent so-called “market control”. In our discussion, we cover the basics
Wright’s Law — Understanding Technology Cost Curves with Brett Winton
Our guest today is ARK’s very own Director of Research, Brett Winton. He is here on the podcast today to talk about the recent article he published titled Moore’s Law Isn’t Dead, It’s Wrong. Long Live Wright’s Law. In his piece and during this conversation, Brett unpacks the concepts in question and what sparked his desire to make this argument. He explains the popularity of Moore’s Law, used to forecast the growth of technologies, and goes on to show why he thinks it is not the best model for t
Wright’s Law — Understanding Technology Cost Curves with Brett Winton
Our guest today is ARK’s very own Director of Research, Brett Winton. He is here on the podcast today to talk about the recent article he published titled Moore’s Law Isn’t Dead, It’s Wrong. Long Live Wright’s Law. In his piece and during this conversation, Brett unpacks the concepts in question and what sparked his desire to make this argument. He explains the popularity of Moore’s Law, used to forecast the growth of technologies, and goes on to show why he thinks it is not the best model for t
Cryptoassets – A review with Chris Burniske of Placeholder
On the show today we welcome Chris Burniske of Placeholder, a venture capital firm that invests in cryptoassets. Chris is a friend and former colleague of ours at ARK Invest and he will be discussing all the latest developments in the crypto space as well filling us in on Placeholder’s projects and founding ideas. Yassine Elmandjra (ARK analyst) is also here to help conduct the interview and further our probing of Chris’ expertise. We aim to provide a review of the past year and get into the ide
Cryptoassets – A review with Chris Burniske of Placeholder
On the show today we welcome Chris Burniske of Placeholder, a venture capital firm that invests in cryptoassets. Chris is a friend and former colleague of ours at ARK Invest and he will be discussing all the latest developments in the crypto space as well filling us in on Placeholder’s projects and founding ideas. Yassine Elmandjra (ARK analyst) is also here to help conduct the interview and further our probing of Chris’ expertise. We aim to provide a review of the past year and get into the ide
Building a Sustainable Future of Electric Powered Vehicles
Welcome back to another episode of the For Your Innovation Podcast. Today on the show we are joined by Sam Korus, ARK’s Thematic Analyst covering robotics, energy storage, and space exploration. In this episode we are going to talk about the fundamental materials you need to build a future powered by electric vehicles and digging into the question of whether or not the earth has enough of those core minerals, like lithium, cobalt, and manganese. Sam has been researching the fundamental ingredien
Building a Sustainable Future of Electric Powered Vehicles
Welcome back to another episode of the For Your Innovation Podcast. Today on the show we are joined by Sam Korus, ARK’s Thematic Analyst covering robotics, energy storage, and space exploration. In this episode we are going to talk about the fundamental materials you need to build a future powered by electric vehicles and digging into the question of whether or not the earth has enough of those core minerals, like lithium, cobalt, and manganese. Sam has been researching the fundamental ingredien
CRISPR Controversy – A conversation with Stanford Prof. Henry Greely
On the show today we welcome Professor Henry Greely from Stanford to talk a about the recent developments in the genetic field and particularly the latest controversy around CRISPR technology. Professor Greely is the Director at the Center for Law and Biosciences at Stanford, he’s a Professor of Genetics at the Stanford School of Medicine, and a Chair at the Steering Committee of the Center for Biomedical Ethics.
Inside this episode we get a background on gene-editing and CRISPR technology. Prof
CRISPR Controversy – A conversation with Stanford Prof. Henry Greely
On the show today we welcome Professor Henry Greely from Stanford to talk a about the recent developments in the genetic field and particularly the latest controversy around CRISPR technology. Professor Greely is the Director at the Center for Law and Biosciences at Stanford, he’s a Professor of Genetics at the Stanford School of Medicine, and a Chair at the Steering Committee of the Center for Biomedical Ethics.
Inside this episode we get a background on gene-editing and CRISPR technology. Prof
Amazon AWS – The Everything Store for Enterprise Computing?
Welcome back to a new episode of FYI, For Your Innovation Podcast, a podcast exclusively focused on disruptive innovation. Today on the show Yassine Elmandjra will be co-hosting the podcast with James Wang. We will be diving into the recent announcements at the AWS re:Invent Conference and what it means for the cloud computing space as a whole. Just how Amazon is the everything store for consumers, it seems like Amazon Web Services (AWS) is really the everything store for business and enterprise
Amazon AWS – The Everything Store for Enterprise Computing?
Welcome back to a new episode of FYI, For Your Innovation Podcast, a podcast exclusively focused on disruptive innovation. Today on the show Yassine Elmandjra will be co-hosting the podcast with James Wang. We will be diving into the recent announcements at the AWS re:Invent Conference and what it means for the cloud computing space as a whole. Just how Amazon is the everything store for consumers, it seems like Amazon Web Services (AWS) is really the everything store for business and enterprise
Micromobility and the Future of Transportation with Horace Dediu
In this episode of the For Your Innovation Podcast, we chat with Horace Dediu of Asymco about his ideas on micromobility. With the unpredictable and burgeoning market that Horace is immersed in and fascinated by, there is so much to unpack and discuss in terms of possibilities and implications. This discussion offers a large array of thoughts and considerations for anyone connected to the future of transportation. It seems clear that micromobility will be a force to be reckoned with in the world
Micromobility and the Future of Transportation with Horace Dediu
In this episode of the For Your Innovation Podcast, we chat with Horace Dediu of Asymco about his ideas on micromobility. With the unpredictable and burgeoning market that Horace is immersed in and fascinated by, there is so much to unpack and discuss in terms of possibilities and implications. This discussion offers a large array of thoughts and considerations for anyone connected to the future of transportation. It seems clear that micromobility will be a force to be reckoned with in the world
Understanding the Autonomous Vehicle Landscape and the Opportunity it Creates for Investors
Welcome to FYI, the For Your Innovation Podcast. This show offers an intellectual discussion on technologically enabled disruption, because we believe that investing in innovation starts with understanding it. Today on the show we welcome on Tasha Keeney, Analyst at ARK Investment, who covers autonomous transport and 3D printing. ARK is a leading investment manager focused on disruptive innovation that is changing the way the world works. ARK was formed to capitalize on the opportunities created
Understanding the Autonomous Vehicle Landscape and the Opportunity it Creates for Investors
Welcome to FYI, the For Your Innovation Podcast. This show offers an intellectual discussion on technologically enabled disruption, because we believe that investing in innovation starts with understanding it. Today on the show we welcome on Tasha Keeney, Analyst at ARK Investment, who covers autonomous transport and 3D printing. ARK is a leading investment manager focused on disruptive innovation that is changing the way the world works. ARK was formed to capitalize on the opportunities created
Welcome to FYI – The For Your Innovation Podcast by ARK Invest
Welcome to FYI! ARK’s podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs.
In every episode ARK and guests provide a unique perspective on how to best understand disruptive innovation. We shine light on research, reports, and expert opinions, with the goal to discuss what really matters and how to capture technologically enabled growth. Some of our first guests on this p
Welcome to FYI – The For Your Innovation Podcast by ARK Invest
Welcome to FYI! ARK’s podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs.
In every episode ARK and guests provide a unique perspective on how to best understand disruptive innovation. We shine light on research, reports, and expert opinions, with the goal to discuss what really matters and how to capture technologically enabled growth. Some of our first guests on this p
Welcome to FYI – The For Your Innovation Podcast by ARK Invest
Welcome to FYI! ARK’s podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs.
In every episode ARK and guests provide a unique perspective on how to best understand disruptive innovation. We shine light on research, reports, and expert opinions, with the goal to discuss what really matters and how to capture technologically enabled growth. Some of our first guests on this p