Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.
Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.
We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change.
To learn more, view Big Ideas 2023 (https://ark-invest.com/big-ideas-2023/).
This week’s Big Ideas Monday Mini Episode focuses on Public Blockchains.
In 2022, the contagion from Terra/LUNA, Three Arrows Capital, Celsius, and FTX/Alameda wiped out ~$1.5 Trillion in crypto market capitalization.
Despite the severe downturn, public blockchains continue to foster The Monetary, Financial, And Internet Revolutions. The long-term opportunity for Bitcoin, DeFi, and Web3 is strengthening.
Cryptocurrencies and smart contracts could command $20 trillion and $5 trillion in market value, respectively, during the next ten years.





    Sources: ARK Investment Management LLC, 2023. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular or cryptocurrency security. Past performance is not indicative of future results.

Big Ideas Monday Mini: Public Blockchains

The FYI - For Your Innovation Podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs. Hosted by ARK Invest, ARK and guests provide a unique perspective on how to best understand disruptive innovation.

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On this episode of FYI, Associate Portfolio Manager Nick Grous and Analyst Andrew Kim sit down with Matthew Warneford, the mind behind Dubit. Over the past two decades, Dubit has transformed from its humble beginnings into a pioneer of virtual fashion within gaming platforms like Roblox. Warneford shares the journey of Dubit, shedding light on the early days of online multiplayer gaming and the evolution into crafting digital identities through fashion. Warneford discusses how brands are leveraging platforms like Roblox to engage with a younger audience through immersive retail experiences rather than traditional marketing strategies. Join us at the intersection of technology, fashion, and commerce to learn how these elements are forging a new path for both virtual and real-world business models.Key Points From This Episode* The origin of Dubit from multiplayer gaming roots to pioneering virtual fashion* Evolution of digital identity and its growing focus on the identity aspect rather than functionality* How brands like Adidas are using platforms like Roblox for immersive retail* Roblox’s dual retail model: web/app-based catalogs and 3D in-game stores* The strategy behind embedding stores within popular games to drive sales * Enhancing customer engagement and sales within virtual platforms* The emergence of virtual commerce * User-generated 3D content as the next significant trend powered by generative artificial intelligence (AI)* Challenges and opportunities of brand differentiation in digital spaces

Redefining Retail: Matthew Warneford on Pioneering Virtual Fashion with Dubit

Will ChatGPT replace Siri on your iPhone? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the latest AI breakthroughs and potential partnerships in the industry.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:* OpenAI released a new model* A discussion of further AI breakthroughs * Apple could partner with OpenAIFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

Is Apple Partnering With OpenAI? | The Brainstorm EP 47

Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.Guests on this month’s Bitcoin Brainstorm include:Will Reeves: CEO, FoldMark (Murch) Erhardt: Research Engineer, Chaincode LabsHarry Sudock: Chief Strategy Officer, GRIIDMike Colyer: CEO, FoundryYassine Elmandjra: Director of Digital Assets, ARK Invest Cathie Wood: Founder, CEO and CIO, ARK InvestRod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode:00:01:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests00:05:29 What does this bitcoin halving represent as symbolic of bitcoin as a monetary system00:11:28 Bitcoin’s monetary policy is really just five lines of code00:27:27 Why, to understand bitcoin, you have to move out of the realm of human invention and into the world of physics and math to find things that have this level of predictability00:32:10 How bitcoin mining pools shifted from a Chinese dominated space to a more decentralized business and what can be done to continue decentralization00:39:34 How do companies like Foundry, a mining pool, and GRIID, a bitcoin miner, work together and what is Stratum V2?00:49:10 Could generative artificial intelligence (AI) be helpful in bitcoin development and bitcoin mining?00:53:49 Why one of bitcoin’s biggest benefits is its probabilistic protocol and that the asset class cannot be “gamed”00:56:35 Why the Gamestop short squeeze during the pandemic reminds Harry of bitcoin01:01:28 With a Bitcoin epoch people usually mean a period of roughly 4 years with a specific mining reward. With a bitcoin halving just behind us, what do our guests expect to happen in this next epoch?Links Mentioned in this Episode:Learn more about Bitcoin Park: bitcoinpark.com

The Bitcoin Halving

Are you worried about robots taking over? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Multiomics Research Associate Rong Guo to discuss CRISPR gene editing and the new Tesla Optimus robots.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:* AI is revolutionizing CRISPR gene editing * Tesla presented impressive innovations in their Optimus robot platformFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

AI Gene Editing and the Robo Revolution | The Brainstorm EP 46

On this episode of FYI, Director of Next Generation Internet Research Frank Downing and Analyst Ali Urman interview Dr. Issam El Naqa, the founding chair of the Department of Machine Learning at the Moffitt Cancer Center. Dr. El Naqa shares his journey from electrical engineering to spearheading innovative uses of artificial intelligence (AI) in medical physics and oncology. This episode explores how AI technologies not only support but significantly enhance diagnostic and treatment processes in healthcare, particularly in the complex field of oncology. Tune in as we examine the practical and potential applications of AI in transforming patient care and treatment efficiency."What the algorithm is going to do is going to look at the history of similar patients that went through that process. We recognize every patient is unique. Every patient needs may be different. And this is where there is a lot of uncertainty with the prediction that their algorithm is going to do it." - Dr. El NaqaKey Points From This Episode:* Dr. El Naqa's transition from electrical engineering to medical physics* The integration of AI in enhancing diagnostic imaging and treatment planning* AI's role in medical physics, historically and presently* Discussion on the evolution of AI tools in medical applications* Examining AI's effectiveness in non-invasive cancer treatments* How AI supports personalized patient care in oncology* AI in the optimization of medical processes and patient management* Future perspectives on AI's role in healthcare from Dr. El Naqa* The balance between AI capabilities and human expertise in medicine

Big Ideas Monday Mini: Public Blockchains

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