Episoder

  • 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 and enlightening, including experts with diverse viewpoints.

    Guests on this month’s Bitcoin Brainstorm include:

    Cathie Wood: Founder, CEO and CIO, ARK Invest

    Lorenzo Valente: Director of Research, Digital Assets, ARK Invest

    Skot9000: Creator of Bitaxe

    Jose Rios: Former VP, AI and Datacenter Group, Intel

    Robert Warren: Author, Bitcoin Miner’s Almanac

    Rod Roudi: Co-Founder, Bitcoin Park

    Key Points From This Episode:00:01:00 Cathie’s thoughts on open-source development vs. closed00:05:50 Where does bitcoin fit on a global macro-economic scale?00:10:20 Supply chain: do developers have enough resources?00:21:50 What are some projects we should be paying attention to?00:30:10 Bitaxe production process, scale, and chip demand00:39:00 Exogenous use cases for bitcoin miners00:43:10 Is there a solution to chip production bottlenecks and vulnerabilities?00:48:00 Are we at the precipice of a Cambrian explosion in bitcoin mining?Links Mentioned in this Episode:Learn more about Bitcoin Park: bitcoinpark.com
  • 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 industries and create new opportunities.

    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:

    Humanoid robots are becoming a significant focus in technology.The shift from closed to open-source models is impacting robotics.Automation has historically created unexpected industries.Understanding the difference between tasks and jobs is crucial in robotics.The current landscape of humanoid robotics is competitive and evolving.Boston Dynamics has faced challenges in adapting to new AI advancements.Manufacturing is a key area for the deployment of humanoid robots.Consumer adoption of humanoid robots will take time.Software advancements are critical for the future of robotics.Humanoid robots will learn and adapt over time.

    For more updates on Public.com:

    Website: https://public.com/

    YouTube: @publicinvest

    X: https://twitter.com/public

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  • 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 Points From This Episode:Introduction to Venture Capital Trends: Why early-stage and emerging managers are facing challenges amid a shifting funding environment.AI’s Dominance in VC: The outsized role of artificial intelligence, with 30-50% of late-stage venture funding allocated to AI companies.Pareto Dynamics in Funding: How a few startups and funds are attracting the lion’s share of investments while smaller players struggle to raise capital.Transparency Issues in Private Markets: The delayed realizations and opaque reporting practices in private funding cycles.Emerging Secondary Markets: The rise of secondary transactions as a liquidity option for late-stage private companies.The Changing Venture Lifecycle: Why traditional 10-year fund cycles are no longer a realistic benchmark in today’s market.
  • 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 analysts and retail investors regarding Tesla's future, particularly in autonomous driving and robotics. The episode concludes with insights into the future of AI and robotics, emphasizing the challenges and opportunities that lie ahead for companies like Tesla in scaling their technologies.

    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:

    Live streaming commerce is transforming how brands sell products.The US market for live streaming commerce is projected to grow significantly.Tesla's approach to scaling its services differs from competitors like Waymo.The potential for AI in real-world applications is vast but complex.Investors are excited about AI but cautious about hardware-based implementations.Tesla plans to launch its Robotaxi service in Austin soon.Humanoid robots present significant technical challenges for development.

    For more updates on Public.com:

    Website: https://public.com/

    YouTube: @publicinvest

    X: https://twitter.com/public

  • 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 of AI model providers in a rapidly evolving market.

    If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.

    Key Points From This Episode:

    Open-source AI models are changing the competitive landscape.Efficiency in AI training does not equate to reduced demand for hardware.The emergence of new models can scramble existing competitive dynamics.The cost of machine intelligence is declining, leading to increased application development.Meta has significant potential for growth due to its vast user base.Apple's current strategy may not be enough to maintain its market position.The rapid advancement of AI technology is akin to compounding interest, leading to exponential growth.

    For more updates on Public.com:

    Website: https://public.com/

    YouTube: @publicinvest

    X: https://twitter.com/public

  • 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 between these companies and the challenges they face in the evolving space 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:

    The TikTok ban has been a long-standing concern.Creators are diversifying their revenue streams due to uncertainty.Blue Origin is currently behind SpaceX in capabilities.SpaceX's success has opened the market for new entrants.

    For more updates on Public.com:

    Website: https://public.com/

    YouTube: @publicinvest

    X: https://twitter.com/public

  • 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, increase safety, and lower costs. The conversation also delves into the ethical considerations of biological computing, where organoids may one day aid in cognition and pattern recognition tasks.

    Key Points From This Episode:The limitations of animal testing in preclinical drug discovery.How human organoids replicate organ functionality, improving research accuracy.The role of stem cells and microfluidics in advancing organ-on-chip technology.The impact of AI and big data in analyzing organoid testing outcomes.Examples of pharmaceutical companies adopting human-based models.Discussion on rapid vaccine development during the COVID-19 pandemic.The potential for brain organoids in studying neurological diseases like autism and Alzheimer’s.Speculation on the use of organoids in biological computing and sensors.Ethical challenges surrounding the development of self-aware organoids.
  • 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 advancements in gaming and enterprise applications. The conversation concludes with reflections on how AI may reshape work-life balance, potentially leading to increased leisure time for gaming and streaming.

    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:

    YouTube TV is currently leading the live TV market.The decline of traditional cable is inevitable but gradual.Consumers are increasingly frustrated with ad loads in streaming services.Nvidia's AI innovations are set to revolutionize gaming experiences.The future of work may allow for more leisure activities.

    For more updates on Public.com:

    Website: https://public.com/

    YouTube: @publicinvest

    Twitter: https://twitter.com/public

  • 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 the market implications of these breakthroughs. Tune in to understand how these technologies are reshaping the future of healthcare, the economy, and our approach to aging.

    Key Points From This Episode:The premise of Peter Diamandis’ Longevity Guidebook and its focus on reversing aging.AI's pivotal role in drug discovery, healthcare diagnostics, and personalized medicine.How advancements like CRISPR and epigenetic reprogramming are redefining longevity science.The market's undervaluation of biotech innovations and their transformative potential.The concept of "longevity escape velocity" and its implications for human life expectancy.Maintaining a "longevity mindset" through sleep, exercise, and diet is important.Economic and societal shifts from extended lifespans and productivity.The future of brain mapping and AI-assisted preservation of consciousness.Innovations in healthcare delivery, from diagnostics to preventative therapies.
  • 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 regions, particularly the U.S. and Europe. The conversation then shifts to SpaceX's advancements in satellite technology, highlighting the impressive capabilities of the new V3 satellites and their potential to revolutionize global connectivity.

    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:

    Technological advancements are expected to drive significant economic transformation.Historical context shows that periods of growth are often followed by technological infusions.SpaceX's new V3 satellites will dramatically increase bandwidth and reduce costs.

    For more updates on Public.com:

    Website: https://public.com/

    YouTube: @publicinvest

    Twitter: https://twitter.com/public

  • Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to 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 and enlightening, including experts with diverse viewpoints.

    Guests on this month’s Bitcoin Brainstorm include:

    Cathie Wood: Founder, CEO and CIO, ARK Invest

    Matt O’Dell: Managing Partner, Ten31 and Co-Founder, Bitcoin Park

    Adam Back: CEO, Blockstream

    Matt Corallo: Open Source Engineer, Spiral

    Frank Downing: Director of Research, Next Generation Internet, ARK Invest

    Rod Roudi: Co-Founder, Bitcoin Park

    Key Points From This Episode:Insights into the quantum computing threat to bitcoin and how close we are to its impact.Key advancements in post-quantum cryptography and Bitcoin’s preparedness.Evolution and future potential of the Lightning Network.Exploring the intersection of bitcoin with stablecoins like Tether on Tron and their implications.Reflections on bitcoin’s adoption trends in 2024, including institutional engagement and emerging markets.Highlighting non-protocol advancements, such as user-friendly wallets and tools for self-custody.The growth of Nostr and its integration of bitcoin payments via Lightning.Bitcoin’s future as a global financial base and the pragmatic steps needed for broader adoption.Links Mentioned in this Episode:Learn more about Bitcoin Park: bitcoinpark.com
  • 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 stadium to grow SoFi's business.NBA stars Andre Iguodala and Evan Turner talk about their early intellectual pursuits in financial literacy, and how they parleyed their experience as NBA athletes into the world of venture capital.OpenAI CFO, Sarah Friar, discusses the scope of the AI opportunity and how OpenAI is just getting started.Jack Dorsey explains the importance and implications of bitcoins open source nature, and how it’s truly a disruptive innovation.Shopify’s president, Harley Finkelstein, explains the rise of entrepreneurship globally, the critical role of AI in reducing barriers for entrepreneurs, and Shopify’s vision for the future.
  • 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 GlaxoSmithKline and Relation Therapeutics, highlighting the promise of AI in revolutionizing drug development processes, reducing costs, and improving efficiency. The episode concludes with insights on the future of drug development and the potential for significant market changes in the pharmaceutical 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:

    Quantum computing is still 15 years away from commercial viability.AI is transforming drug discovery, making it faster and cheaper.AI drug discovery could reduce development costs to $600 million.The future of healthcare may focus on curing diseases rather than just treating them.

    For more updates on Public.com:

    Website: https://public.com/

    YouTube: @publicinvest

    Twitter: https://twitter.com/public

  • 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 potential for a fleet model. The episode concludes with insights on the commercialization timeline and market impact of Tesla's innovations.

    If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.

    Key Points From This Episode:

    Tesla's FSD version 13 is a significant step towards full autonomy.Remote operators may be used to assist during the initial launch.Tesla's vertical integration gives it a competitive edge over rivals.Market dynamics may shift significantly with the introduction of Robotaxi services.

    For more updates on Public.com:

    Website: https://public.com/

    YouTube: @publicinvest

    Twitter: https://twitter.com/public

  • 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 strategic priorities OpenAI is adopting to accelerate progress toward Artificial General Intelligence (AGI). They also discuss OpenAI's approach to cost reductions, capital allocation, and staying at the frontier of innovation in a rapidly evolving tech landscape. Don’t miss this fascinating episode about the profound implications of AI on industries, economies, and daily life.

    Key Points From This Episode:Sarah Friar's career journey and her transition to OpenAI.The valuation of OpenAI and the economic potential of AI-driven productivity.AI's potential as a transformative platform shift, similar to cloud computing.How OpenAI balances gross margin focus with pricing strategies for ubiquity.Advancements in AI models, including reasoning capabilities and agentic systems.OpenAI's strategic capital allocation decisions in a fast-evolving tech landscape.The economic and technological advantages of staying at the forefront of AI innovation.Discussion on global competition, with a focus on European regulatory challenges.AI as a natural language-driven operating system for technological interfaces.Predictions for AI's role in solving complex global challenges and accelerating innovation.
  • 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 highlights breakthroughs in applying machine learning to diagnostics and drug discovery. They also delve into the regulatory landscape, the transition from analog to digital pathology, and how foundational models are accelerating innovation. This episode offers a glimpse into the near future of healthcare, where AI-driven insights enable more predictive, personalized, and efficient medicine.

    Key Points From This Episode:An introduction to multiomics: integrating biological data like DNA, RNA, and protein for deeper insights.The role of computational pathology in transforming diagnostics and drug discovery.Challenges and opportunities in transitioning pathology from analog to digital systems.How AI models are enhancing outcomes in diagnostics and therapy predictions.Real-world applications of AI in clinical trials and drug discovery pipelines.Regulatory and reimbursement hurdles in adopting digital and AI-driven pathology.Insights into foundational AI models and their application in healthcare.Examples of how multimodal data enhances disease discovery and treatment development.The future of diagnostic healthcare using specific AI models trained on biological data.Predictions on the pace of AI advancement in medical research and clinical practice.
  • 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 trials and the role of blockchain technology in decentralizing research funding. The episode concludes with insights into the future of genomics and the innovative companies leading the charge in this space.

    If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.

    Key Points From This Episode:

    Autonomous science combines AI and robotics to enhance research and can significantly speed up the drug discovery process.Clinical trials represent the largest cost in drug development.Companies like Recursion and Tempus are leading innovations in genomics.The future of drug discovery may resemble an app store model.

    For more updates on Public.com:

    Website: https://public.com/

    YouTube: @publicinvest

    Twitter: https://twitter.com/public

  • 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 how Shopify is enabling seamless global commerce, leveraging generative AI for merchant success, and fostering innovation through partnerships and ecosystem development. Harley also shares insights into the increasing democratization of entrepreneurship, the rise of agentic shopping behavior, and the company’s vision of creating tools that scale with businesses, from startups to iconic global brands.

    Key Points From This Episode:Shopify's growth highlights from Q3, including 24% gross merchandise value (GMV) growth and expanded free cash flow margins.The rise of entrepreneurship globally and Shopify's role in fostering it across diverse industries and geographies.Shopify’s strategy in supporting both small businesses and large enterprises without compromising on its core values.The critical role of AI in reducing barriers for entrepreneurs, from product photography to customer interaction.The emergence of agentic shopping behaviors powered by AI and Shopify’s tools like shop.ai to enhance customer experience.Strategic decisions in balancing in-house development versus partnerships with companies like Stripe, Affirm, and OpenAI.The importance of internationalization and customization in addressing consumer preferences in 175+ markets.Shopify’s transition from an e-commerce provider to a global retail operating system for businesses of all sizes.Success stories of merchants scaling with Shopify, from Gymshark to Mattel Creations and beyond.Shopify's vision for the future: democratizing access to tools historically reserved for the largest brands.
  • 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 second part of the conversation shifts to the rise of new social media platforms like Blue Sky and Threads, exploring their user engagement and the evolving landscape of real-time information sharing.

    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:

    Tether's Hadron platform aims to tokenize real-world assets.Stablecoins are becoming integral to the global economy.Blue Sky and Threads are emerging as competitors to X.

    For more updates on Public.com:

    Website: https://public.com/

    YouTube: @publicinvest

    Twitter: https://twitter.com/public

  • 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 reactions, and potentially combat neurodegenerative diseases. Charlie and Nemo also examine the implications for healthcare, aging, and drug discovery as Baker envisions a future where synthetic biology and AI enable groundbreaking therapeutic options.

    Key Points From This Episode:Introduction of David Baker and his achievements in protein design and engineering.RoseTTAFold’s evolution and its role in advancing protein structure prediction.How protein design could impact healthcare and the development of new therapies.The use of generative AI and diffusion models in protein design for medical applications.Challenges of modeling protein function and dynamics with current AI models.Potential of AI-designed proteins in applications like cancer therapy and neurodegenerative diseases.The role of multiomic research in understanding causality and improving drug efficacy.The implications of synthetic molecular machines for nanotechnology.Integrating computational and experimental methods in protein engineering.Future directions for protein design in therapeutic development, including custom protein-based solutions for disease.