RiskReversal Pod

Brett Winton: The Ark Of The AI Universe Is Long, But It Bends Toward CapEx Justice

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Dan Nathan is joined by Brett Winton, Chief Futurist at ARK Invest. Brett shares insights about his role, the evolution of ARK Invest, and the focus on disruptive innovation platforms such as AI, robotics, energy storage, public blockchains, and biotech. They discuss the impact of large-scale investments in AI, the future trajectory of companies like Microsoft and Tesla, and the transformative potential of AI in various sectors. Brett articulates his vision for AI integration in enterprises, the future of autonomous driving, and the role of companies like OpenAI in the broader market landscape.


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  • Jim Chanos on Meta
  • Brett's Podcsat

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