What We Think About OpenAI | ITK With Cathie Wood ARK Invest 2024-10-07 | On episode 60 of "In the Know," ARK CEO/CIO, Cathie Wood is joined by ARK's Chief Futurist Brett Winton to discuss our thoughts on OpenAI and shifts in the AI market and where value can be captured. Cathie also breaks down a strong jobs report, among other economic data.As always, Cathie discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. We hope you find this monthly series useful, especially during periods of heightened volatility. Stay Healthy. Stay Innovative.00:00:00 Intro00:02:06 Forecasted AI Enterprise Value00:06:02 Forecasted AI Revenue and Gross Profit00:09:46 AI Data Repositories00:12:14 Biological Data Is Big Data00:21:10 M2 Money Supply vs CPI Inflation00:25:08 China M2 Money Supply00:26:34 Fed Funds Rate vs Headline CPI00:29:32 Consumer Sentiment Surveys00:31:30 Jobs Report Breakdown00:38:39 US Personal Savings Rate00:41:22 Oil Prices00:42:35 Metals to Gold Ratio00:45:58 High Yield Bond Spread00:47:47 Closing Thoughts00:50:10 OutroTo learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:Twitter: https://arkinv.st/TwitterLinkedIn: https://arkinv.st/LinkedInFacebook: https://arkinv.st/FacebookInstagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
Elons Historic Week: Cybercab And Starship | The Brainstorm EP 65 ARK Invest 2024-10-16 | It’s a good week to be Elon Musk! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Director Of Investment Analysis & Institutional Strategies Tasha Keeney discuss recent launch of Cybercab, and the successful landing of SpaceX’s starship rocket.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:00 Intro00:00:16 Self-Driving In The Fast Lane00:03:00 Tesla’s Autonomous Future00:05:30 Waymo Vs. Tesla00:09:57 Tesla’s Autonomous Future00:12:19 Expectations Vs. Reality00:14:45 SpaceX Starship 5 Launch00:18:46 Economics Of Rocket Recycling00:21:18 Elon’s Mission To Mars00:22:47 Elon’s Vision For The FutureFor more updates on Public.com:Website: public.comYouTube: @publicinvestTwitter: twitter.com/public To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
Affordable Innovations Shaping The Future Of Biotech ARK Invest 2024-10-15 | Peptide sequencing methods like nanopores and fluorophore labeling are making advanced research more accessible and affordable. These innovations are set to disrupt costly techniques like mass spectrometry, paving the way for new breakthroughs in the field. Professor Nikolai Slavov and Chief Futurist Brett Winton highlight more in "For Your Innovation."
The Future Of Curing Diseases Is Here ARK Invest 2024-10-14 | AI's most profound opportunity may lie in transforming healthcare and curing diseases. With data breakthroughs, this undervalued sector is gaining focus. Often missed due to early-stage cash flow, it holds immense potential, especially with AI-driven healthcare innovations. Hear more insights from Cathie Wood in October's "In The Know."
Unveiling Proteins: The Future Of Single-Cell Proteomics With Professor Nikolai Slavov ARK Invest 2024-10-10 | In this episode of FYI, Brett Winton, ARK's Chief Futurist, and Nemo Marjanovic, ARK's Multiomics Analyst, have an in-depth discussion with Professor Nikolai Slavov from Northeastern University. Professor Slalov is the Director of Parallel Squared Technology Institute (PTI). Together they explore the fascinating and complex world of multiomics, focusing on the importance of proteomics in understanding biological processes. Professor Slavov shares his insights on the technological advancements in single-cell proteomics, the challenges in measuring protein interactions, and the critical role of proteomics in drug development. The conversation also delves into the underfunded nature of proteomics research and its potential to revolutionize biopharma R&D and diagnostics.Key Points From This Episode:- Introduction to multi-omics and its relevance in modern biology.- Explanation of the central dogma of molecular biology: DNA, RNA, and proteins.- Overview of Professor Slavov's research on single-cell proteomics and its implications.- Challenges in measuring the dynamic and complex nature of the proteome.- The role of advanced technologies like mass spectrometry in proteomic analysis.- Importance of protein interactions and modifications in cellular functions.- Discussion on the underfunding of proteomics research and its impact on scientific progress.- The potential of proteomics to improve drug development and diagnostic precision.- Advances in AI and data analysis techniques for better understanding protein structures and functions.- Future frontiers in proteomics, including improved technology access and dynamic protein measurements.References:MacCoss, M.J., Alfaro, J.A., Faivre, D.A. et al. Sampling the proteome by emerging single-molecule and mass spectrometry methods. Nat Methods 20, 339–346 (2023). doi.org/10.1038/s41592-023-01802-5Derks J, Jonson T, Leduc A, Khan S, Khoury L, Rafiee M, Slavov N Single-nucleus proteomics identifies regulators of protein transport bioRxiv doi: 10.1101/2024.06.17.599449 (2024)More FYI Podcasts: ark-invest.com/podcastsTo learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:Twitter: https://arkinv.st/3corDiYLinkedIn: http://arkinv.st/1f7AiVXFacebook: http://arkinv.st/3r4EDOUInstagram: http://arkinv.st/39td8bODisclosure: http://arkinv.st/39rzF94
Chip-ing Away At Nvidias Dominance? | The Brainstorm EP 64 ARK Invest 2024-10-09 | Are there any chip makers that can compete with Nvidia? This week, Next Generation Internet Director of Research Frank Downing, and Autonomous Technology and Robotics Director of Research Sam Korus discuss the S1 filing of Cerebras and what that might mean for the AI hardware space.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:00 Intro00:00:52 An Overview of Cerebras, and Their Plans to IPOFor more updates on Public.com:Website: public.comYouTube: @publicinvestTwitter: twitter.com/public The Rundown: podcasts.apple.com/us/podcast/the-rundown/id1726048251To learn more about ARK: https://arkinv.st/ARKInvestFor more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
Buckle Up, Orion Is Taking Us To The Metaverse | The Brainstorm EP 63 ARK Invest 2024-10-02 | Are Meta's Orion glasses enough to convince you to exist in the metaverse? This week, Director of Research, Next Generation Internet Frank Downing, and Associate Portfolio Manager Nick Grous discuss Meta's recent product launches at Meta Connect, focusing on their AI initiatives, particularly the Llama language models, and the integration of AI into their hardware products like the Ray-Ban glasses. If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:00 Intro00:00:15 Meta’s AI Strategy Comes Into Focus00:02:52 A New Era Of AI00:09:50 Orion: An Augmented Reality ‘Time Machine’ 00:15:23 Meta’s AI Strategy And Market PositionFor more updates on Public.com:Website: public.comYouTube: @publicinvestTwitter: twitter.com/public To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
Embrace AI Or Risk Falling Behind ARK Invest 2024-10-02 | Deflation isn’t just a challenge, but an opportunity fueled by advanced technology. As tech costs fall, Cathie Wood believes growth will accelerate, jobs will be created, and industries will transform. Companies that don’t adopt AI and innovation may struggle to keep up. Watch more from Cathie Wood in the September “In The Know.”
Klarna Is Transforming Shopping | The Brainstorm EP 62 ARK Invest 2024-09-27 | Imagine never having to hunt the internet for the lowest price on an item again! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the evolving landscape of digital wallets and purchasing agents, focusing on Klarna's recent developments.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:00 Intro00:00:38 Klarna Enters Digital Wallet Space00:03:08 Klarna Beefs Up Its AI Assistant00:06:10 Future Of AI-Enabled ‘Purchasing Agents’00:09:33 Trust As A Moat00:12:13 Klarna Beefs Up Its AI Assistant00:14:58 Future Of AI-Enabled ‘Purchasing Agents’00:16:15 Online Shopping In The AI EraFor more updates on Public.com:Website: public.comYouTube: @publicinvestTwitter: twitter.com/public To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
Transforming Retail Investing in Korea with Toss Securities CEO Seungyeon (SY) Kim ARK Invest 2024-09-26 | In this episode of FYI, Brett Winton, ARK Invest’s Chief Futurist, and CEO/CIO Cathie Wood, engage in a discussion with Seungyeon (SY) Kim, the CEO of Toss Securities. SY shares his journey from working at global tech giants like Google and TikTok to leading Toss Securities, a company often dubbed the "Robinhood of Korea." The conversation explores the unique approach Toss Securities takes by integrating social media features into its trading platform, fostering community engagement among investors. They also discuss the retail investing landscape in Korea, the potential global expansion of Toss Securities, and the intersection of social media, finance, and AI in reshaping the future of trading.Key Points From This Episode:● SY’s career journey from Google and TikTok to becoming the CEO of Toss Securities.● The unique social media features integrated into Toss Securities' platform.● Comparisons between Toss Securities and Robinhood, and the distinct approach SY’s team takes.● The impact of social engagement on trading volumes within the Toss platform.● The potential role of AI in the future of trading and investing.● The growing interest of Korean investors in U.S. equities, driven by market trends and cultural factors.● The importance of innovation in both the tech and financial sectors and its implications for the future.● The regulatory environment in Korea and how it supports innovation in financial services.● Toss Securities' ambitions for international expansion, particularly in the U.S. market.● The relationship between crypto market trends and the growth of retail investing in Korea.More FYI Podcasts: ark-invest.com/podcastsTo learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:Twitter: https://arkinv.st/3corDiYLinkedIn: http://arkinv.st/1f7AiVXFacebook: http://arkinv.st/3r4EDOUInstagram: http://arkinv.st/39td8bODisclosure: http://arkinv.st/39rzF94
How Many Rs Are In Strawberry? | The Brainstorm EP 61 ARK Invest 2024-09-19 | Can overthinking actually be beneficial? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Next Generation Internet Director of Research Frank Downing to discuss updates to OpenAI's latest model and the benefits of increasing AI "thinking" time.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:09 Codename Strawberry00:05:56 OpenAI Introduces ‘OpenAI O1’00:12:09 Codename Strawberry00:16:28 The Convergence Of AI & RoboticsFor more updates on Public.com:Website: public.comYouTube: @publicinvestTwitter: twitter.com/public To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
No Major Surprises With The iPhone 16 ARK Invest 2024-09-13 | Apple’s iPhone 16 follows its usual new product path—smaller, thinner, and improved battery, with incremental hardware upgrades. The standout feature is the positioning of the next generation of hardware for generative AI, thanks to new internal components designed to process generative AI models locally. Watch "The Brainstorm" and share your thoughts on the new iPhone.
Apples Generative AI Is Coming...Soon? | The Brainstorm EP 60 ARK Invest 2024-09-13 | Is Apple's strategy to launch Apple Intelligence wise? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Jozef Soja to discuss Replit and updates to Apple Intelligence at their recent product announcement event.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:09 Replit Agent Makes Waves00:05:19 Apple's Hardware Updates00:12:17 Slow And Steady AI Rollouts00:15:16 Potential For New Entrants in AIFor more updates on Public.com:Website: public.comYouTube: @publicinvestTwitter: twitter.com/public To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
The Evolution Of AI: Insights From Manu Sharma Of Labelbox ARK Invest 2024-09-12 | In this episode of FYI, Brett Winton, ARK’s Chief Futurist and Frank Downing, ARK’s Director of Research, Next Generation Internet, welcome Manu Sharma, founder of Labelbox. The conversation examines the rapid evolution of Artificial Intelligence (AI) since the introduction of ChatGPT, highlighting how Labelbox has adapted from basic data labeling to sophisticated AI alignment using Ph.D.-level experts. They explore the profound changes in the AI landscape, the significance of reinforcement learning from human feedback, and the future of AI in increasing productivity and transforming industries. Listen in as they uncover the trends driving AI innovation and the growing importance of human preferences in shaping powerful models.Key Points From This Episode:● The shift from traditional data labeling to sophisticated AI alignment post-ChatGPT.● The role of Ph.D.-level experts in training and aligning foundation models.● How RLHF (Reinforcement Learning from Human Feedback) has become essential in AI development.● The impact of generative AI on enterprise productivity and consumer applications.● The concept of model distillation and its importance in creating efficient, smaller models.● The future potential of AI assistants and the economic implications of AI pricing models.● Labelbox’s evolution into a data factory, powering major foundation models with high-quality data.● The ongoing challenges in AI, including the need for better reasoning capabilities in models.● The distinction between pre-training and post-training data needs and strategies.● The potential of AI in real-world applications, including robotics and specialized industryMore FYI Podcasts: ark-invest.com/podcastsTo learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:Twitter: https://arkinv.st/3corDiYLinkedIn: http://arkinv.st/1f7AiVXFacebook: http://arkinv.st/3r4EDOUInstagram: http://arkinv.st/39td8bODisclosure: http://arkinv.st/39rzF94
#askARK Why Does ARK Sell Stocks It Claims To Have Conviction In? ARK Invest 2024-09-10 | Why does ARK sell stocks it has strong conviction in? Our Associate Portfolio Manager Dan White explains in #askARK.Share any other questions you have for our research team in the comments.
AI Market and Cyclical Dynamics | ITK With Cathie Wood ARK Invest 2024-09-06 | On episode LIX of "In the Know," (September 6, 2024) ARK CEO/CIO, Cathie Wood is joined by ARK Research Associate Jozef Soja and Associate Portfolio Manager Nicholas Grous to discuss shifts in the AI market and where value can be captured. Cathie also breaks down surprising economic trends, from surging retail sales to a cooling housing market.This month we’re again responding to a few requests by supplementing this episode with charts and data to help illustrate ARK’s perspective on and outlook for the global economy.As always, Cathie discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. We hope you find this monthly series useful, especially during periods of heightened volatility. Stay Healthy. Stay Innovative.00:00:00 Introduction00:02:41 AI Market Discussion00:19:06 Economic Statistics From Last Month00:27:34 Federal Budget Deficit Or Surplus Percent of Nominal GDP00:31:41 M2 Money Supply vs CPI Inflation00:32:50 Yield Curve00:34:54 Nonfarm vs Household Employment Levels00:35:42 Preliminary Employment Revisions Each Year00:36:24 Job Openings (JOLTS)00:36:50 US Personal Saving Rate00:38:19 Confirm Labor Productivity (Output Per Hour)00:38:55 Nonfarm Unit Labor Costs00:40:01 Bloomberg CPI00:41:21 Metals/Gold Ratio vs US 10-Year Treasury Yield00:46:57 OutroTo learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
Cathie Wood, Art Laffer and Preston Pysh From The Bitcoin Conference 2024 ARK Invest 2024-09-05 | Typically, in coordination with Bitcoin Park, ARK publishes a monthly conversation with leaders in the bitcoin space, to discuss everything happening in the rapidly-changing and still nascent bitcoin ecosystem. This month’s edition of the Bitcoin Brainstorm, however, features Preston Pysh, Show Host and Co-Founder of The Investor’s Podcast Network and General Partner at Ego Death Capital, interviewing ARK CEO and CIO Cathie Wood and famed economist Dr. Art Laffer at the Bitcoin conference in Nashville, Tennessee. They covered all things bitcoin, ranging from why each grew interested in bitcoin to begin with, all the way to what they see for the bitcoin space in the future. Guests on this month’s Bitcoin Brainstorm include:- Preston Pysh: Show Host and Co-Founder of The Investor’s Podcast Network and General Partner at Ego Death Capital- Cathie Wood: Founder, CEO and CIO, ARK Invest- Dr. Art Laffer: EconomistKey Points From This Episode:• ARK’s early interest in bitcoin• How Dr. Art Laffer was first introduced to bitcoin• Some history of money, as told by Dr. Art Laffer• Bitcoin's monetary policy and how it relates to supply-side economics• Bitcoin's positioning as private money in the world stage• Inherent anonymity of bitcoin and its importance• The future of bitcoinLearn more about Bitcoin Park: bitcoinpark.comMore FYI Podcasts: ark-invest.com/podcastsTo learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:Twitter: https://arkinv.st/3corDiYLinkedIn: http://arkinv.st/1f7AiVXFacebook: http://arkinv.st/3r4EDOUInstagram: http://arkinv.st/39td8bODisclosure: http://arkinv.st/39rzF94
Who Captures Value In An AI World? | The Brainstorm EP 59 ARK Invest 2024-09-04 | Are LLM wrappers a viable business model? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss how to capture economic value in an AI age.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:00 Intro00:00:20 Value Capture In AI00:04:46 Debating The ROI Of AI00:10:40 Commoditization Of AI00:16:47 The ROI Of AIFor more updates on Public.com:Website: public.comYouTube: @publicinvestTwitter: twitter.com/public To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
#askARK What Are The Unit Economics And Implications Of The Starship Launch System? ARK Invest 2024-09-03 | What are the unit economics and broader implications of the Starship launch system? Our Autonomous Technology & Robotics Director of Research Sam Korus answers an audience question for #askARK. Please share other questions you have for our research team in the comments.
Is An Economic Slowdown Inevitable? ARK Invest 2024-09-03 | Credit card limits are getting crushed by the younger generation, sparking fears of an economic squeeze. Can tech save the day, or is a slowdown inevitable? Kyla Scanlon joins Sam Korus and Nick Grous on “The Brainstorm” to tackle the macroeconomy and home insurance.
Kino: Challenging Hollywood With Data-Driven Insights And Fan Interactivity ARK Invest 2024-08-30 | This week on FYI, Brett Winton and Nick Grous welcome Daril Fannin and Austin Worrell, the visionaries behind Kino—a platform and movement that's empowering filmmakers and democratizing content distribution by offering a premium, interactive film experience from home.
Revolutionizing Hollywood: Inside Kino’s Interactive Streaming Platform ARK Invest 2024-08-29 | In this episode of FYI, Brett Winton and Nick Grous sit down with Daril Fannin and Austin Worrell from Kino to discuss how their innovative platform is reshaping the film and television industry. Daril and Austin share their unique journeys and the inspiration behind Kino, a platform designed to democratize content distribution for independent filmmakers. They explore how Kino leverages interactivity and data-driven insights to offer fans a premium, interactive movie premiere experience from the comfort of their homes, challenging the traditional Hollywood model. Tune in to learn how Kino aims to empower the next generation of filmmakers and transform how we engage with content.Key Points From This Episode:● The inspiration behind Kino, rooted in the founders' diverse backgrounds.● The inefficiencies and inequities in the traditional Hollywood system.● How Kino provides a digital box office experience, enabling fans to interact with filmmakers.● The role of interactivity in Kino’s platform, blending social media and streaming.● The challenges independent filmmakers face in today's content distribution landscape.● How Kino offers data-driven insights to filmmakers, enhancing content monetization.● The evolving landscape of content consumption and the shift towards interactive experiences.● Kino’s strategy to empower filmmakers and meet the demands of modern audiences.● A comparison between traditional streaming platforms and Kino’s innovative approach.● Predictions for the future of entertainment, focusing on democratization and interactivity.More FYI Podcasts: ark-invest.com/podcastsTo learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:Twitter: https://arkinv.st/3corDiYLinkedIn: http://arkinv.st/1f7AiVXFacebook: http://arkinv.st/3r4EDOUInstagram: http://arkinv.st/39td8bODisclosure: http://arkinv.st/39rzF94
Home Insurance With Kyla Scanlon | The Brainstorm EP 58 ARK Invest 2024-08-28 | Is there a home insurance crisis? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Kyla Scanlon to discuss the issues surrounding home insurance and its connection to housing supply, climate change, reinsurance, and regulation.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:00 Housing Crunch & The American Risk Model00:03:10 The Problem With Home Insurance00:06:41 Rethinking The American Dream00:11:31 Addressing Insurance Inflation00:13:47 Housing Crunch & The American Risk Model00:16:26 Housing Vibes00:18:34 Vibe Check On The EconomyFor more updates on Public.com:Website: public.comYouTube: @publicinvestTwitter: twitter.com/public To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
#askARK Why Is Tesla Buying So Many Nvidia GPUs? ARK Invest 2024-08-27 | Why is Tesla buying a copious amount of Nvidia GPUs? Our Autonomous Technology & Robotics Research Associate Daniel Maguire, ACA answers for #askARK.Do you have more questions for our research team? Please write them in the comments.
How Proximity Will Transform Industries with Rob Wolcott ARK Invest 2024-08-22 | In this episode of FYI, Brett Winton, ARK’s Chief Futurist, engages in a compelling conversation with Rob Wolcott, author of Proximity: How Coming Breakthroughs Will Transform Business, Society, and Daily Life. They explore how digital technologies are pushing production and value creation closer to the moment of demand, reshaping industries from manufacturing to healthcare. Rob discusses the concept of proximity and its implications for business strategy, resilience, and customization, offering insights into the future of technology and its impact on our daily lives.Key Points From This Episode:• Introduction to Rob Wolcott and his book, Proximity: How Coming Breakthroughs Will Transform Business, Society, and Daily Life.• The fundamental differences between digital and industrial-age technologies.• How proximity can predict the future direction of industries.• The impact of proximity on manufacturing, including the role of additive manufacturing.• The role of AI in enhancing proximity by providing real-time, customized content.• The implications of proximity for healthcare, particularly in early diagnosis and personalized treatments.• Discussion on the economic and strategic benefits of reshoring and localized production.• The potential societal effects of increased atomization through technology.• The role of humanoid robots and autonomous vehicles in a proximate world.• Predictions on how proximity will continue to evolve and influence various sectors.More FYI Podcasts: ark-invest.com/podcastsTo learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:Twitter: https://arkinv.st/3corDiYLinkedIn: http://arkinv.st/1f7AiVXFacebook: http://arkinv.st/3r4EDOUInstagram: http://arkinv.st/39td8bODisclosure: http://arkinv.st/39rzF94
Are AI Researchers Here? | The Brainstorm EP 57 ARK Invest 2024-08-21 | Are we entering a no-code future? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss Sakana AI, a project by an AI research lab in Japan that aims to automate the scientific method. The team has created a system that can generate research ideas, write code for experiments, and produce academic papers. While the system shows promise, it has limitations and is better at tasks it was trained on. The conversation also touches on the future of coding, the potential for a no-code future, and the importance of communication skills in working with AI.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:00 Introduction to Sakana AI00:03:26 Improving the System's Capabilities00:05:23 The Future of Coding00:09:37 Towards a No-Code Future00:13:14 Importance of Communication Skills00:16:42 Segmentation of AI Models00:21:07 The Gap Between Research and ProductionFor more updates on Public.com:Website: public.comYouTube: @publicinvestTwitter: twitter.com/public To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
The Space Industry’s Evolution: Mergers, New Tech, And Starship ARK Invest 2024-08-21 | The space industry is undergoing a revolution. Small launch providers are joining forces, and lowering launch costs are unlocking groundbreaking tech like direct-to-device connectivity. SpaceX’s Starship is at the heart of this transformation, powering the Starlink network.Watch our Reusable Rockets keynote to learn more from Sam Korus about our Big Ideas 2024 research.
Reusable Rockets | Big Ideas 2024 ARK Invest 2024-08-20 | Reusable rockets are lowering launch costs dramatically, opening outer space for business and creating new services like direct-to-device satellite connectivity. According to ARK’s research, satellite connectivity revenues could reach $130 billion in 2030, still just a fraction of the roughly $2 trillion in telecommunications revenue.A tradition since 2017, “Big Ideas” is ARK’s seminal document, offering a comprehensive analysis of technological convergence and its potential to revolutionize industries and economies at a global scale. At the heart of this report lies thorough research, meticulously conducted by ARK's investment team.Download Big Ideas 2024 Report: ark-invest.com/big-ideas-2024Disclosure: ark-invest.com/terms
Mastering Venture Capital: Ilya Strebulaev’s Key Principles for Success ARK Invest 2024-08-15 | On this episode of FYI, ARK’s Chief Futurist Brett Winton and Venture Capital Research Associate Chase Prather welcome Ilya Strebulaev, author of "The Venture Mindset" and a professor at Stanford University. With over 20 years of experience teaching private equity principles and venture capital, Ilya shares invaluable insights from his book. The conversation covers the unique decision-making approaches of venture capitalists, the importance of embracing uncertainty, and practical applications of the venture mindset for corporate leaders and investors. Key Points From This Episode:- Introduction of Ilya Strebulaev and his background.- Discussion on the importance of a venture mindset in decision-making.- The concept of "agree to disagree" and its significance in venture capital.- Examples of successful and unsuccessful corporate venture investments.- The role of charisma and resilience in identifying great founders.- Differences between corporate venture funds and traditional VC firms.- The impact of leadership and long-term incentives on corporate innovation.- The necessity of dynamic decision-making in uncertain environments.- The future of artificial intelligence (AI) in venture capital and its limitations.- The importance of structured decision-making processes in organizations.More FYI Podcasts: ark-invest.com/podcastsTo learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:Twitter: https://arkinv.st/3corDiYLinkedIn: http://arkinv.st/1f7AiVXFacebook: http://arkinv.st/3r4EDOUInstagram: http://arkinv.st/39td8bODisclosure: http://arkinv.st/39rzF94
Crypto Unwind And Electric Cost Decline | The Brainstorm EP 56 ARK Invest 2024-08-14 | Is nuclear on the rise? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Lorenzo Valente to discuss Jump Crypto and electricity cost declinesIf you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:08 Crypto Unwinding00:06:14 The Cost Decline Of Electricity In The U.S.00:08:45 Economics Of Nuclear Energy00:11:43 Nuclear Power: Potential For Cost Declines00:14:54 The Cost Decline Of ElectricityFor more updates on Public.com:Website: public.comYouTube: @publicinvestTwitter: twitter.com/public To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
#askARK Can Artificial Intelligence Replace Doctors? ARK Invest 2024-08-13 | Will physicians be replaced by artificial intelligence? Our Multiomics Research Associate Rong Guo, PhD answers a common question that is often brought up across industries for #askARK. Please share any questions you'd like our research team to address in the comments.
A Message from ARK’s CIO Cathie Wood ARK Invest 2024-08-09 | In the face of current market challenges, we recognize the difficulties investors are encountering. Recent market turbulence has led to a quest for risk mitigation while continuing to seek potential opportunities. Catherine Wood, with 40 years of experience navigating various market cycles, offers her insights, discussing the current market landscape, its effects on different sectors, and strategies for portfolio diversification.
An Artificial Intelligence Conversation With Andrew Ng ARK Invest 2024-08-08 | On this episode of FYI, ARK’s Chief Futurist Brett Winton, and Chief Investment Strategist Charlie Roberts sit down with artificial intelligence (Al) luminary Andrew Ng to explore the deployment of artificial intelligence and the evolution of AI education. Andrew shares insights from his extensive career, including his work with Google Brain, Baidu, Coursera, and his current AI fund. We analyze the transformative potential of AI, especially in how large corporations can harness it, the progression toward agentic systems, and the contentious topic of open-source AI. This episode provides a comprehensive overview of AI's current status and future trajectory, offering invaluable insights for technology enthusiasts.Key Points From This Episode:- Andrew Ng's significant contributions to AI and education through various platforms- Insights into the deployment challenges and future potentials of AI in business- The role of agentic systems in advancing AI applications- The impact of open source on innovation and the AI industry- Distribution and data generation in AI's effectivenessMore FYI Podcasts: ark-invest.com/podcastsTo learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:Twitter: https://arkinv.st/3corDiYLinkedIn: http://arkinv.st/1f7AiVXFacebook: http://arkinv.st/3r4EDOUInstagram: http://arkinv.st/39td8bODisclosure: http://arkinv.st/39rzF94
3D Printing Is Changing The Game ARK Invest 2024-08-08 | From reducing manufacturing costs and waste to creating stronger, more efficient parts, 3D printing is a game-changer for investors and tech enthusiasts alike. Learn more from Tasha Keeney, CFA in Big Ideas 2024.
3D Printing | Big Ideas 2024 ARK Invest 2024-08-07 | According to ARK’s research, 3D printing revenues could scale ~40% at an annual rate during the next seven years, from ~$18 billion today to ~$180 billion in 2030.A tradition since 2017, “Big Ideas” is ARK’s seminal document, offering a comprehensive analysis of technological convergence and its potential to revolutionize industries and economies at a global scale. At the heart of this report lies thorough research, meticulously conducted by ARK's investment team.Download Big Ideas 2024 Report: ark-invest.com/big-ideas-2024Disclosure: ark-invest.com/terms
Should Inflation Be The Feds Main Concern? ARK Invest 2024-08-07 | ARK CEO/CIO Cathie Wood joins "The Brainstorm" hosts Sam Korus and Nick Grous on this week's episode to discuss the real risk the Fed should be paying attention to - deflation. Tune in to hear more on the macro mayhem.
Special Edition: Macro Mayhem | The Brainstorm EP 55 ARK Invest 2024-08-06 | What is going on with the markets? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK CEO/CIO Cathie Wood and ARK Chief Futurist Brett Winton to discuss the recent market volatility and possible macroeconomic causes.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:00 Intro00:00:24 The 180 Degree Turn On The Economic Narrative00:02:44 Unwinding Of The Yen ‘Carry Trade’00:05:44 The Return Of Volatility00:10:55 Connecting The Crypto Dots00:16:59 ARK Invest Unpacks The Global Stock Market Sell-Off00:18:25 Cathie Wood: The Risk Is Deflation, Not Inflation00:19:30 Good Deflation vs. Bad Deflation00:21:48 The Return Of Volatility00:23:45 Ripple Effect Of The Sell-OffFor more updates on Public.com:Website: public.comYouTube: @publicinvestTwitter: twitter.com/public To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
#askARK Why Doesnt ARK Pay More Attention To Solid State Batteries For EVs? ARK Invest 2024-08-06 | Why don't we pay more attention to solid state batteries for electric vehicles? Our Autonomous Technology & Robotics Director of Research Sam Korus answers a viewer question for #askARK. Share questions you want answered by members of our research team in the comments.
Market Turbulence: Panic Creates Opportunity | ITK With Cathie Wood ARK Invest 2024-08-02 | On episode LVIII of "In the Know," (August 2, 2024) ARK CEO/CIO, Cathie Wood is joined by ARK Research Associate, David Puell to discuss their takeaways from the recent Bitcoin 2024 conference. Cathie also weighs in on the recent corrections in the stock market, treasury yield, metals/gold ratio, Japanese Yen value and more.This month we’re again responding to a few requests by supplementing this episode with charts and data to help illustrate ARK’s perspective on and outlook for the global economy.As always, Cathie discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. We hope you find this monthly series useful, especially during periods of heightened volatility. Stay Healthy. Stay Innovative.0:00:00 Intro0:01:42 Bitcoin 2024 Takeaways0:17:22 Stock Market Correction0:23:29 Japanese Yen0:36:59 US 10 Year Treasury0:39:42 Metals/Gold Ratio vs US 10-Year Treasury0:43:04 Bloomberg Commodity Index0:44:24 Yield Curve (10-Year Treasury Yield Minus 2-Year)0:49:35 Market Signals0:49:39 Market Cap Of Largest Stock Relative To The 75th Percentile Stock 1:01:26 OutroTo learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
Coinbase’s On-Chain Strategy with Jesse Pollak ARK Invest 2024-08-01 | 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. Key Points From This Episode:- The inception and purpose of Base, Coinbase’s Layer 2 solution- Jesse Pollack’s journey from idea to successful implementation of Base- The technological innovations behind Base and its Optimism partnership- Coinbase’s vision for the future on-chain economy- The strategic importance of decentralization and open-source technology- The expected impact of 4844 and future scaling plans- How Base aims to support hundreds of millions of users- The role of Coinbase Wallet in driving on-chain adoption- Predictions on the rapid growth of on-chain applications- The economic model driving Coinbase’s on-chain strategyMore FYI Podcasts: ark-invest.com/podcastsTo learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:Twitter: https://arkinv.st/3corDiYLinkedIn: http://arkinv.st/1f7AiVXFacebook: http://arkinv.st/3r4EDOUInstagram: http://arkinv.st/39td8bODisclosure: http://arkinv.st/39rzF94
Are We Prepared For The Future? ARK Invest 2024-07-31 | Concerns about electricity usage are nothing new, but with AI data centers on the rise, the debate heats up. Will we have enough energy? Hear the conversation in the newest episode of The Brainstorm.
Is There Enough Energy To Power Innovation? | The Brainstorm EP 54 ARK Invest 2024-07-31 | We need more power! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the growing energy demands of today’s innovations, whether the grid can keep up, and the path to monetizing new technologies which require high levels of funding like Artificial Intelligence.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:00 Intro00:00:24 Charging Up AI00:05:03 The (Data) Center Of Attention00:09:52 The Uncertain Path Of Monetizing AI Models00:15:28 Charging Up AIFor more updates on Public.com:Website: public.comYouTube: @publicinvestTwitter: twitter.com/public To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
Jack Dorsey, Cathie Wood and More Discuss Supporting The Bitcoin Community | Bitcoin Brainstorm 12 ARK Invest 2024-07-26 | Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.Guests on this month’s Bitcoin Brainstorm include:Jack Dorsey: Founder and CEO, BlockCathie Wood: Founder, CEO and CIO, ARK InvestMike Schmidt: Executive Director, Brink TechnologyMatt O’Dell: Managing Partner, Ten31 and Co-Founder, Bitcoin ParkAlex Gladstein: Chief Strategy Officer, Human Rights FoundationRod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode:00:00:00 Intro00:01:51 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests00:04:50 Why is supporting the bitcoin network so important?00:15:22 Jack Dorsey believes there is no faster way to spread an idea than through open-source technology00:27:56 How can people support and grow open-source development?00:35:27 What was the genesis for Spiral?00:42:34 How developers get the word out to corporations of the importance of open-source development?00:54:12 Is government’s focus on bitcoin really a good thing?01:01:51 Where can listeners find and learn more about the open-source movement?Links Mentioned in this Episode:- Learn more about Bitcoin Park: bitcoinpark.com- Brink: brink.dev- Matt O’Dell: odell.xyz- Human Resouces Foundation: hrf.org/dev-fund and hrf.org/financial-freedom- Open Sats: opensats.org- Spiral: spiral.xyzMore FYI Podcasts: ark-invest.com/podcastsTo learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:Twitter: https://arkinv.st/3corDiYLinkedIn: http://arkinv.st/1f7AiVXFacebook: http://arkinv.st/3r4EDOUInstagram: http://arkinv.st/39td8bODisclosure: http://arkinv.st/39rzF94
GPT-4o Mini But Mighty | The Brainstorm EP 53 ARK Invest 2024-07-24 | With GPT-4o Mini, can Open AI dominate on all AI fronts? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Jozef Soja to discuss the release of Chat GPT-4o Mini and the rise of Polymarket betting.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:00 Intro00:00:24 OpenAI Releases GPT-4o Mini00:03:39 GPT-4o Mini: Smaller, Faster, Cheaper00:09:47 Bold Predictions For GPT-4o Mini00:12:36 The Rise of Poly MarketFor more updates on Public.com:Website: public.comYouTube: @publicinvestTwitter: twitter.com/public To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
Delivery Fee Revenue Could Be Worth Nearly $1 Trillion Over The Next Decade ARK Invest 2024-07-24 | Robots, trucks, and drones are dramatically reducing the cost to deliver goods, benefiting not only shopping, but also critical healthcare deliveries, ultimately saving lives.Watch our keynote on Autonomous Logistics for a deep dive into our Big Ideas 2024 research.
#askARK Why Dont More Internal Combustion Engine Vehicles Self-Drive? ARK Invest 2024-07-23 | Why don't more internal combustion engine (ICE) vehicles self-drive, given they've had cruise control for years? Our Autonomous Technology & Robotics Research Associate Daniel Maguire, ACA answers a common question for #askARK. Share your questions for our team in the comments.
Autonomous Logistics | Big Ideas 2024 ARK Invest 2024-07-23 | According to ARK’s research, autonomous delivery revenues could scale from essentially nil today to $900 billion in 2030.Autonomous logistics should reduce the cost of moving goods by 15-fold during the next five to ten years. Autonomous drones and robots have made millions of deliveries, while autonomous trucking companies have logged tens of millions of miles and are beginning to remove safety drivers.A tradition since 2017, “Big Ideas” is ARK’s seminal document, offering a comprehensive analysis of technological convergence and its potential to revolutionize industries and economies at a global scale. At the heart of this report lies thorough research, meticulously conducted by ARK's investment team.Download Big Ideas 2024 Report: ark-invest.com/big-ideas-2024Disclosure: ark-invest.com/terms
Will Elons Neuralink Make Telepathy Possible? ARK Invest 2024-07-19 | On The Brainstorm, ARK's 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.
The Future of AI Chips with Tenstorrents Keith Witek ARK Invest 2024-07-18 | 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[1] architecture, and the strategic moves that set Tenstorrent apart from industry giants like NVIDIA. This conversation explores the complexities of artificial intelligence (AI) compute, the role of open-source development, and the potential for innovation within the semiconductor industry.Key Points From This Episode:- Overview of Keith Witek's career in the chip industry- Importance of AI chips in boosting productivity for knowledge workers- The role of RISC-V architecture in Tenstorrent's strategy- Challenges and opportunities in the AI compute market- Comparison between Tenstorrent and NVIDIA's AI chip approaches- The significance of open-source development in AI- Strategic insights on the semiconductor industry's future- Tenstorrent's unique business model and its implications- The potential for RISC-V to disrupt existing chip markets- Predictions for the AI hardware market by the end of the decade[1] RISC-V (pronounced risk-five) is an open standard instruction set architecture based on established reduced instruction set computer principles. Unlike most other ISA designs, RISC-V is provided under royalty-free open-source licenses.More FYI Podcasts: ark-invest.com/podcastsTo learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:Twitter: https://arkinv.st/3corDiYLinkedIn: http://arkinv.st/1f7AiVXFacebook: http://arkinv.st/3r4EDOUInstagram: http://arkinv.st/39td8bODisclosure: http://arkinv.st/39rzF94
Will Elons Neuralink Make Telepathy Possible? | The Brainstorm EP 52 ARK Invest 2024-07-17 | Ever wondered if telepathy was possible? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss recent developments by Elon Musk’s Neuralink in brain-to-computer interfacing.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:00:00:00 Neuralink And The Future Of Brain Implants00:10:35 The 'Superhuman' Capabilities Of NeuralinkFor more updates on Public.com:Website: public.comYouTube: @publicinvestTwitter: twitter.com/public To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94
