In this episode, Sam, Nick and Varshika discuss Amazon's new feature, 'Buy For Me', which allows users to shop across different marketplaces using Amazon's purchasing capabilities. They explore the implications of agentic AI in e-commerce, the importance of reducing friction in the purchasing process, and how this innovation could reshape the competitive landscape. The conversation also touches on the future of services enabled by AI, emphasizing the value of knowledge in facilitating transactions.

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:

• Amazon's 'Buy For Me' feature allows shopping across different marketplaces.
• Agentic AI reduces friction in the purchasing process.
• The one-click checkout is a significant innovation in e-commerce.
• Payments are crucial for completing transactions in online marketplaces.
• The competitive landscape of e-commerce is evolving with AI capabilities.
• Knowledge at the point of purchase is valuable for consumers.
• Physical infrastructure remains important for e-commerce incumbents.
• The future of services could be transformed by AI technology.
• Consumer behavior is influenced by trust in payment systems.
• E-commerce has historically evolved to reduce transaction times.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

In this episode of For Your Innovation, Brett Winton, along with ARK Invest Chief Investment Strategist, Charles Roberts, and Research Analyst, Nemo Marjanovic, sit down with Geoffrey von Maltzahn, CEO and founder of Lila Sciences and a general partner at Flagship Pioneering. Fresh out of stealth mode, Lila is pioneering the concept of scientific superintelligence—leveraging AI and automation to accelerate discovery across materials science, chemistry, and life sciences. Geoffrey shares his vision for transforming the scientific method into an AI-driven engine that pushes the boundaries of innovation at unprecedented speeds. The conversation explores the limitations of traditional scientific research, the role of AI-driven autonomous labs, and how Lila aims to revolutionize hypothesis testing and experimentation. Geoffrey discusses how scientific intelligence can scale across domains, the importance of proprietary data, and why unlocking AI’s potential in science could be one of the most valuable technological advances of our time.

• ARK Invest sees Lila as a transformative opportunity.
• Lila’s AI science factories are reinventing research.
• We're experiencing breakthroughs in mRNA and material science through AI.
• Scientists roles are evolving in an AI-powered world.

In this episode, Sam and Nick discuss the Model Context Protocol (MCP), its significance in AI development, and its implications for the future of agentic AI. They explore how MCP simplifies the integration of AI applications with web services, making it easier for developers to enhance their models. The discussion also touches on the current trends in AI, consumer adoption, and the potential for AI to revolutionize shopping experiences.

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:

• MCP stands for Model Context Protocol, released by Anthropic.
• MCP allows AI applications to communicate with web services more efficiently.
• The protocol is open-source, enabling broader integration across platforms.
• MCP simplifies the development process for AI applications.
• It serves as a bridge between AI models and various online tools.
• MCP is gaining traction as a public utility for AI development.
• The future of agentic AI relies on protocols like MCP for functionality.
• Consumer adoption of AI tools is influenced by ease of integration.
• Shopping experiences could be transformed by AI and MCP integration.
• The conversation highlights the evolving landscape of AI technology.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

DNA sequencing is on the cusp of a major transformation, and Gilad Almogy, CEO of Ultima Genomics, is leading the charge. In this episode of FYI, ARK’s Chief Futurist, Brett Winton, and Multiomics analyst Nemo Despot explore how Ultima is making whole-genome sequencing radically cheaper—driving costs down from $1,000 to just $80 per genome, with ambitions for even further reductions. Gilad shares how his background in semiconductors shaped Ultima’s innovative approach, which relies on cost-efficient silicon wafers and high-throughput sequencing. The conversation also dives into the massive potential applications for low-cost sequencing, from cancer diagnostics and population genomics to AI-driven drug discovery.

• How Ultima Genomics’ unique approach is slashing sequencing costs
• The growing role of AI in understanding biology
• Why sequencing demand is highly elastic—cheaper data unlocks new applications
• The future of personalized medicine and real-time cancer detection
• How population-scale genomics will transform healthcare

In this episode, Sam and Nick discuss Robinhood's recent announcements, including its transformation into a full-service digital wallet, the introduction of AI features, and the launch of robo-advisory services. They explore the competitive landscape with Block and other fintech companies, emphasizing the importance of understanding market dynamics and user engagement. The conversation highlights Robinhood's innovative approach to financial services and its potential impact on 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:

• Robinhood is evolving into a full-service digital wallet.
• In our view, the $5 subscription model offers significant value in finance.
• AI integration should enhance user experience and accessibility.
• Robo-advisory services are a new offering for Robinhood.
• Understanding market dynamics is crucial for fintech success.
• Robinhood's competitive advantage lies in its brokerage foundation.
• The generational wealth transfer presents a massive opportunity.
• Block and Robinhood target different market segments.
• User engagement metrics are vital for assessing growth.
• Innovation in fintech is rapidly changing the landscape.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

Is NVIDIA poised to shake up the AI industry? Sam Korus and Nicholas Grous are joined by ARK Director of Research, Next Generation Internet, Frank Downing, to discuss the key takeaways from NVIDIA's GTC conference, focusing on the shift from AI training to inference, NVIDIA's innovations in hardware and software, the growing interest in humanoid robots, and the impact of China's AI advancements on chip demand. They explore the competitive landscape, including AMD's position and the implications for companies like Waymo and Microsoft.

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 next generation of NVIDIA chips will significantly increase compute power.
• AMD has had an advantage in memory per chip, but NVIDIA's software is superior.
• NVIDIA is focusing on humanoid robots and autonomous vehicles.
• The release of a large dataset for training humanoid robots is a significant step.
• Waymo's use of NVIDIA chips confirms their market position.
• China's advancements in AI are increasing demand for chips.
• Generative AI is gaining traction in China, leading to more chip demand.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

In this episode of For Your Innovation, the ARK team is joined by Umoja’s CEO, Dr. Andy Scharenberg, and CFO, Britton Russell, to discuss their journey, vision, and the innovative science reshaping cancer treatment. Dr. Scharenberg explains how Umoja’s in vivo gene delivery platform, VivoVec, represents a third-generation leap in CAR T-cell therapies—offering the potential to make cutting-edge treatments more scalable, accessible, and cost-effective. Britton Russell provides insights into how this paradigm shift is aligned with Umoja’s mission to democratize transformative medicine, enabling broader global access. Together, they explore topics ranging from the shortcomings of traditional CAR T-cell therapies, the challenges of current allogeneic solutions, and how Umoja’s platform overcomes these barriers. They also discuss the implications of in vivo therapies for oncology, autoimmune diseases, and even longevity, while touching on the role of better healthcare models and incentive structures to move the industry from "sick care" to true healthcare innovation.

• The limitations of existing CAR T-cell therapies and how Umoja addresses them.
• How in vivo platforms reduce costs and streamline treatment timelines.
• The broader applications of Umoja’s technology beyond oncology, including autoimmunity and longevity.
• Why better alignment of healthcare incentives is critical for advancing patient outcomes.

Is history doomed to repeat for Apple? Sam Korus and Nicholas Grous are joined by ARK Chief Futurist, Brett Winton, to discuss the current state of Apple, particularly focusing on its challenges in innovation and AI development. They analyze the delays in launching promised features, the implications of these delays on Apple's reputation, and the competitive landscape in which Apple operates. The discussion also touches on the company's historical context, its financial strength, and the potential future of AI within Apple's ecosystem.

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

Key Points From This Episode:

• Apple's recent announcements have not translated into actual product releases.
• The delay in AI features raises concerns about Apple's innovation capabilities.
• Apple's financial strength allows it to absorb some mistakes in product development.
• The competitive landscape is shifting rapidly with advancements in AI.
• Apple's marketing strategy may not align with its product development reality.
• The company faces a potential identity crisis in the AI era.
• There is skepticism about whether Apple can maintain its market dominance.
• The need for a cohesive strategy in AI development is critical for Apple.
• Apple's historical success does not guarantee future performance.
• The conversation highlights differing perspectives on Apple's future in technology.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

In this episode of For Your Innovation, Brett Winton, ARK’s Chief Futurist, and Frank Downing, Director of Research, Next Generation Internet, sit down with Aaron Levie, CEO and co-founder of Box, to discuss the transformative impact of artificial intelligence on enterprise software. With nearly 20 years of experience leading a cloud-native company, Aaron shares his perspective on how AI is fundamentally reshaping productivity, software business models, and competitive dynamics. The conversation covers the parallels between AI adoption and the early days of the cloud, the challenges of enterprise AI implementation, and why companies that fail to embrace AI risk being left behind. Aaron also explores how AI-first enterprises will operate with dramatically increased efficiency, what this means for software development, and how Box is integrating AI to revolutionize content management. Tune in for an insightful discussion on the future of AI-driven business transformation.

• How AI is reshaping enterprise software and productivity
• The similarities and differences between AI adoption and the rise of cloud computing
• Competitive pressures driving AI adoption in businesses
• The role of AI in software automation and workflow optimization
• How Box is leveraging AI to transform enterprise content management

Have we witnessed a quantum breakthrough? Sam Korus and Nicholas Grous are joined by ARK Chief Futurist, Brett Winton, to discuss the current state and future of quantum computing and AI, particularly focusing on Microsoft's advancements in quantum technology and the capabilities of Grok 3.

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

Key Points From This Episode:

• Microsoft's new qubit technology is a significant step forward.
• AI advancements may reduce the urgency for quantum computing.
• Grok 3 shows notable capabilities in AI performance.
• User experience is crucial for AI adoption.
• The tech industry often promotes commercial applications that aren't meaningful.
• Investment in quantum computing requires a clear ROI.
• Grok 3's voice mode offers unique features compared to competitors.
• The divide in AI usage is growing among different demographics.
• Future AI tools need to focus on user-friendly interfaces.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public