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Curious to hear our take on Tesla? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Investment Analysis & Institutional Strategies Tasha Keeney and ARK Research Associate Daniel Maguire to discuss ARK's latest Tesla valuation model.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
Discussion around ARK's Tesla valuation modelFor more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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Typically, in coordination with Bitcoin Park, ARK is publishes a monthly conversation with leaders in the bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. This month’s edition of the Bitcoin Brainstorm, however, features Rod Roudi interviewing ARK CEO and CIO Cathie Wood at the Consensus conference in Austin, Texas. They covered all things bitcoin, ranging from why each grew interesting in bitcoin to begin with, all the way to what they see for the bitcoin space in the future.
Key Points From This Episode:• Why does Cathie Wood love bitcoin?
• Can bitcoin serve the three roles of money?
• Bitcoin as a global monetary system
• El Salvador’s President Bukele’s bitcoin adoption
• How bitcoin converges with other technologies that ARK covers
• Bitcoin and energy, especially in the developing world
• What bitcoin ETFs mean for the currency
• Will institutions use bitcoin ETFs?
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Saknas det avsnitt?
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Will Apple Intelligence disrupt the AI landscape? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the latest announcements from Apple's Worldwide Developer Conference.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
Apple updated all their software platforms, introducing exciting new featuresApple announced Apple Intelligence, their new AI platformApple partners with OpenAI to bring direct integration to iPhoneFor more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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Is the death of Moore’s law a myth? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Lorenzo Valente to discuss the TON network, whether Moore’s law is still applicable today, and the proliferation of AI across industries.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
The TON Network is making waves in the blockchain ecosystemWhile Moore's law may have plateaued, that might not necessarily mean it's deadFor more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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AI innovations may make Microsoft the new laptop king! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss the latest AI hardware developments surfacing across the consumer technology industry, as well as new system level tools to integrate AI assistance features right into the daily functionality of products.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
Microsoft may overtake Apple in AI chip performanceTech companies are implementing system level AI innovationsFor more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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On this episode of FYI, Associate Portfolio Manager Nick Grous and Analyst Andrew Kim sit down with Matthew Warneford, the mind behind Dubit. Over the past two decades, Dubit has transformed from its humble beginnings into a pioneer of virtual fashion within gaming platforms like Roblox. Warneford shares the journey of Dubit, shedding light on the early days of online multiplayer gaming and the evolution into crafting digital identities through fashion. Warneford discusses how brands are leveraging platforms like Roblox to engage with a younger audience through immersive retail experiences rather than traditional marketing strategies. Join us at the intersection of technology, fashion, and commerce to learn how these elements are forging a new path for both virtual and real-world business models.
Key Points From This EpisodeThe origin of Dubit from multiplayer gaming roots to pioneering virtual fashionEvolution of digital identity and its growing focus on the identity aspect rather than functionalityHow brands like Adidas are using platforms like Roblox for immersive retailRoblox’s dual retail model: web/app-based catalogs and 3D in-game storesThe strategy behind embedding stores within popular games to drive sales Enhancing customer engagement and sales within virtual platformsThe emergence of virtual commerce User-generated 3D content as the next significant trend powered by generative artificial intelligence (AI)Challenges and opportunities of brand differentiation in digital spaces -
Will ChatGPT replace Siri on your iPhone? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the latest AI breakthroughs and potential partnerships in the industry.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
OpenAI released a new modelA discussion of further AI breakthroughs Apple could partner with OpenAIFor more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:Will Reeves: CEO, Fold
Mark (Murch) Erhardt: Research Engineer, Chaincode Labs
Harry Sudock: Chief Strategy Officer, GRIID
Mike Colyer: CEO, Foundry
Yassine Elmandjra: Director of Digital Assets, ARK Invest
Cathie Wood: Founder, CEO and CIO, ARK Invest
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:00:01:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests
00:05:29 What does this bitcoin halving represent as symbolic of bitcoin as a monetary system
00:11:28 Bitcoin’s monetary policy is really just five lines of code
00:27:27 Why, to understand bitcoin, you have to move out of the realm of human invention and into the world of physics and math to find things that have this level of predictability
00:32:10 How bitcoin mining pools shifted from a Chinese dominated space to a more decentralized business and what can be done to continue decentralization
00:39:34 How do companies like Foundry, a mining pool, and GRIID, a bitcoin miner, work together and what is Stratum V2?
00:49:10 Could generative artificial intelligence (AI) be helpful in bitcoin development and bitcoin mining?
00:53:49 Why one of bitcoin’s biggest benefits is its probabilistic protocol and that the asset class cannot be “gamed”
00:56:35 Why the Gamestop short squeeze during the pandemic reminds Harry of bitcoin
01:01:28 With a Bitcoin epoch people usually mean a period of roughly 4 years with a specific mining reward. With a bitcoin halving just behind us, what do our guests expect to happen in this next epoch?
Links Mentioned in this Episode:Learn more about Bitcoin Park: bitcoinpark.com
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Are you worried about robots taking over? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Multiomics Research Associate Rong Guo to discuss CRISPR gene editing and the new Tesla Optimus robots.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
AI is revolutionizing CRISPR gene editing Tesla presented impressive innovations in their Optimus robot platformFor more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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On this episode of FYI, Director of Next Generation Internet Research Frank Downing and Analyst Ali Urman interview Dr. Issam El Naqa, the founding chair of the Department of Machine Learning at the Moffitt Cancer Center. Dr. El Naqa shares his journey from electrical engineering to spearheading innovative uses of artificial intelligence (AI) in medical physics and oncology. This episode explores how AI technologies not only support but significantly enhance diagnostic and treatment processes in healthcare, particularly in the complex field of oncology. Tune in as we examine the practical and potential applications of AI in transforming patient care and treatment efficiency.
"What the algorithm is going to do is going to look at the history of similar patients that went through that process. We recognize every patient is unique. Every patient needs may be different. And this is where there is a lot of uncertainty with the prediction that their algorithm is going to do it." - Dr. El Naqa
Key Points From This Episode:Dr. El Naqa's transition from electrical engineering to medical physicsThe integration of AI in enhancing diagnostic imaging and treatment planningAI's role in medical physics, historically and presentlyDiscussion on the evolution of AI tools in medical applicationsExamining AI's effectiveness in non-invasive cancer treatmentsHow AI supports personalized patient care in oncologyAI in the optimization of medical processes and patient managementFuture perspectives on AI's role in healthcare from Dr. El NaqaThe balance between AI capabilities and human expertise in medicine -
This week is all about Tesla. Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Investment Analysis and Institutional Strategy Tasha Keeney to debrief on Tesla's latest earnings call and discuss their financial future.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
Tesla is pushing forward on autonomous technologyRobotaxi may face some roadblocksFor more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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Is open source really better for everyone? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Jozef Soja to discuss Meta's Llama 3 and the current state of open source AI models.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
Meta announces Llama 3 open source AI modelThoughts on the state of AI models and whether they should be open sourceFor more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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On this episode of FYI, Associate Portfolio Manager Nicholas Grous, ARK Advisor Angie Dalton and Analyst Andrew Kim, speak with Joe Ferencz, CEO and founder of Gamefam. They explore the potentially transformative role of Gamefam in the metaverse, discussing its development from humble beginnings to becoming a premier entity in virtual environments for Gen Z and Alpha generations. Joe shares his extensive experience in graphic design and leadership roles at major companies before venturing into the metaverse through Gamefam. The conversation highlights strategic partnerships, the critical role of live operations, and the growing importance of brands in virtual spaces. Insights into Gamefam's innovative approaches and future ambitions in the evolving gaming landscape are discussed, showcasing how they are shaping new entertainment paradigms.
Key Points From This Episode:Joe’s extensive background in gaming and pop cultureThe origin and rapid growth of Gamefam as a leader in the metaverse media spaceInsights into Gamefam's strategies for brand partnerships and intellectual property (IP) integrations within RobloxThe role of live operations in maintaining dynamic and engaging gaming environmentsJoe's perspective on future trends in the metaverse and user-generated content (UGC) platformsGamefam's approach to monetization and advertising within gaming platformsDiscussion on the potential of UGC platforms to revolutionize entertainmentThe challenges and strategies of integrating traditional gaming elements into the metaverseJoe's vision for Gamefam's role in the future of digital and interactive mediaThe technical and creative aspects of developing games in the metaverse -
AI, AI, AI, oh my! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss all things Artificial Intelligence, from generative AI music creation to AI wearables.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:Is generative AI changing music creation?Thoughts on the Humane AI PinFor more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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On this episode of FYI, ARK Multiomics analyst Nemo Marjanovic sits down with Professor George Church, a renowned geneticist and entrepreneur from Harvard. They discuss the evolution of genomic sequencing technologies, the intersection of genomics and blockchain for privacy, and the fascinating potential of DNA for data storage. They delve into multiomic approaches for enhanced biological understanding, the transformative impact of artificial intelligence (AI) in medical advancements, and George's groundbreaking research on aging.
Key Points From This Episode:Evolution of genomic sequencing: from short to long readsBalancing privacy with blockchain in genomicsThe potential of DNA as a universal data storage mediumAdvancements and challenges in writing DNA for data encodingThe growing importance and integration of multiomic approachesHow AI and high-throughput screening revolutionize drug discoveryInsights into startups from George's lab leveraging machine learning and multiomicsRevolutionary research on aging: targeting multiple pathways simultaneouslyThe concept of protective gene therapies against all virusesEmerging technologies in genome synthesis and developmental biology -
Are we at a precipice for nuclear energy development? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Autonomous Tech & Robotics Research Associate Daniel Maguire to discuss energy development and the regulations that are plaguing it, as well as recent shifts in the EV industry.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:Regulations are slowing nuclear energy developmentThe EV landscape is changingFor more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.
Guests on this month’s Bitcoin Brainstorm include:
Max Guise: Bitcoin Wallet Lead, Block
Tyler Campbell: VP, Custody Support, Unchained
Rob Hamilton: Co-Founder and CEO, Anchor Watch
Rick Schonberg: Head of Custody, Foundations and Trading, Coinbase
NVK: CEO, Coinkite
Yassine Elmandjra: Director of Digital Assets, ARK Invest
Cathie Wood: Founder, CEO and CIO, ARK Invest
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:00:01:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests
00:12:48 Bitcoin custody represents a significant paradigm shift in how people control their assets
00:16:36 Bitcoin as an open source software has embedded immutable property rights
00:24:53 How is Coinbase navigating the spectrum of custody from self-directed users to institutional players?
00:31:19 Why might multisig, or multisignature, be important for bitcoin custody?
00:37:00 Why bitcoin is not just digital gold, but it is also programmable money
00:46:39 NVK gives a brief overview of bitcoin transaction fees
00:54:39 What are some of the regulatory and compliance barriers that custody providers are facing?
01:00:45 The bifurcation in bitcoin between the self-sovereign users of bitcoin and the more regulated portions of the industry
01:04:11 Countries are now offering tax relief to attract early investors in bitcoin that have significant gains on their digital assets
01:06:44 What does bitcoin custody look like in the next 10 years?
Links Mentioned in this Episode:
ARK Invest x Coinbase 2017 report: https://ark-invest.com/white-papers/bitcoin-a-new-asset-class-white-paperLearn more about Bitcoin Park: bitcoinpark.comSearch “Bitcoin Park” in your favorite podcasting app and subscribe: https://podcasts.apple.com/us/podcast/bitcoin-park/id1646515985 -
On this episode, CEO and CIO Cathie Wood and Chief Investment Strategist Charlie Roberts sit down with entrepreneur Peter Diamandis to explore the forefront of healthcare innovation, artificial intelligence (AI), and the evolving role of digital assets like bitcoin. Diamandis, known for his contributions to space exploration, longevity, and breakthrough technologies, shares his insights on extending the health span, the transformative potential of genome sequencing, and the convergence of AI and robotics in shaping our future. With a keen eye on the financial markets and investment trends, he also delves into the resurgence of bitcoin and its positioning as a foundational layer of the new wave of money. Join us as Peter offers a compelling look at why he believes the future is brighter than we think, underscored by the rapid pace of innovation and the opportunities it presents for a healthier, wealthier, and more technologically advanced world.
Key Points From This Episode:Differentiating healthcare from sick care and the focus on health span extensionThe significance of genome sequencing and editing in longevity and healthPeter Diamandis' journey in longevity, mentioning various technological advancesThe potential and implications of AI, robotics, and their convergence in future technologiesDiscussion on the financial markets, investment trends, and the impact of biotechInsights into Bitcoin's resurgence and its role as a digital financial layerThe debate on the pace of AI development and ethical considerationsFuture predictions for AI applications and the transformative potential of BitcoinReflections on the importance of investing in innovation and the future's technological landscape -
Are we at a pivot point for the gaming industry? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss the recent NVIDIA announcements as well as shifts in the gaming industry.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:NVIDIA announces exciting new AI related productsGaming may be having it's "YouTube moment"For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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On this episode of FYI, hosts Nemo Marjanovic and Charles Roberts speak with Professor Dr. Michael Snyder, a leading figure in genomics and personalized medicine. The discussion traverses Snyder's work in genomics, systems biology, and the utilization of wearables for health monitoring. Professor Snyder outlines the potential of comprehensive multiomics analysis and artificial intelligence (AI) in predicting and preventing diseases, emphasizing the integration of lifestyle modifications and technology in extending human longevity. The conversation also covers the challenges and future directions of personalized medicine, offering insights into remote monitoring, longitudinal health tracking, and the critical role of data in transforming healthcare from reactive to proactive.
"Wearables...measuring you 24/7...We realized they're pretty powerful health monitors...and they'll measure way more than that...seeing shifts. We put too much emphasis on absolute value." -@SnyderShotKey Points From This Episode: Professor Snyder's journey into genomics and the inception of systems biologyGenomics in medicine: predictive and preventive careThe role of AI and machine learning (ML) in unraveling complex genetic diseasesLeveraging wearables for continuous health monitoring and disease predictionThe importance of longitudinal data in understanding individual health trajectoriesRemote monitoring and micro-sampling: the future of healthcareImpact of lifestyle choices on health and disease preventionThe potential of the human cell atlas and spatial methods in pathologyChallenges of integrating comprehensive omics data into clinical practiceThe vision for a future where healthcare is personalized, predictive, and preventive - Visa fler
