In this episode, Nicholas Grous and Sam Korus discuss the recent Google I.O. event and OpenAI's significant acquisition, exploring the implications for generative AI and the competitive landscape between Google and Apple. They delve into Google's unified strategy for integrating AI across its ecosystem, the introduction of new tools for creators, and the potential future of AI hardware. The conversation highlights the challenges and opportunities for both tech giants as they navigate the evolving AI landscape.

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:

• Google's I.O. showcased a unified strategy for generative AI.
• The integration of AI into Android and Chrome is a key focus.
• Project Mariner aims to enhance browser capabilities with AI.
• Veo 3 represents a significant advancement in AI video generation.
• Generative AI tools are democratizing content creation.
• Apple needs to innovate quickly to stay competitive in AI.
• The future of AI hardware may not require screens.
• Privacy concerns will shape the design of new AI devices.
• Google's consumer-facing products are still strong despite past failures.
• The competition between Google and Apple will define the AI landscape.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

In this episode of FYI – For Your Innovation, Brett Winton and ARK analyst Nemo Despot sit down with Generate Biomedicines CEO Mike Nally and CFO Jason Silvers to explore how generative AI is transforming the discovery and development of protein-based therapeutics. Founded in 2018 by Flagship Pioneering, Generate Biomedicines is building a “self-driving lab” that combines machine learning, cryo-electron microscopy (cryo-EM), and high-throughput wet lab automation to dramatically accelerate drug development. The conversation dives into how Generate is reimagining protein therapeutics — going beyond trial-and-error methods to a data-first, design-driven model for creating novel medicines. The team discusses the company’s proprietary approach to integrating structural biology with functional data, the economic implications of reducing time-to-market from 13 years to under 9, and how their platform could unlock treatments for diseases that have been historically undruggable. They also touch on strategic partnerships, scalability, and how AI is shifting the biotech business model from artisanal science to an industrialized, data-driven enterprise.

• 00:01:30 Why Generate Biomedicines is rethinking protein drug discovery from first principles
• 00:04:40 How their structure-first approach differs from peers like AbSci and Recursion
• 00:07:04 Using cryo-EM to build proprietary protein interaction datasets
• 00:10:57 Traditional drug discovery is random, expensive, and inefficient — here’s how Generate is changing that
• 00:16:58 From concept to clinic in 18–24 months: Accelerating timelines through AI
• 00:20:47 Going beyond efficiency: Unlocking access to undruggable biology
• 00:24:48 Turning cryo-EM into a high-throughput data engine for model training
• 00:31:20 The long-term vision: Patient-specific protein therapeutics
• 00:40:00 Why scalability gives Generate an edge over traditional biotech
• 00:47:52 The future of biotech as a research & development (R&D) sharing economy
• 00:54:19 Adapting fast: Keeping pace with generative AI advances across the stack
• 01:00:16 The KPI (key performance indicator) for platform success: Rate of improvement

In this episode, Nicholas Grous and Frank Downing explore the transformative potential of agentic coding and AI-assisted software development. They conduct a live demo showcasing how coding agents can simplify the development process, making it accessible to non-technical users. The conversation delves into the implications of these technologies on the economy, the future of knowledge workers, and the democratization of software development. The hosts emphasize the importance of experimentation with these tools and encourage listeners to engage with the technology firsthand.

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:

• Agentic coding is revolutionizing software development.
• AI-assisted coding tools are becoming more prevalent.
• Live demos help illustrate the power of coding agents.
• Non-technical users can now create applications easily.
• The potential for entrepreneurship is expanding rapidly.
• Coding agents can significantly reduce development time.
• The total addressable market for coding tools is vast.
• Knowledge workers can now create their own software solutions.
• AI tools are enabling creativity in ways previously unimaginable.
• Everyone with an internet connection can become a knowledge worker.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

In this episode of FYI - For Your Innovation, ARK’s Chief Futurist, Brett Winton, and Research Analyst Nemo Marjanovic, sit down with Dr. Jin Hyung Lee, a leading neuroscience researcher at Stanford University. Dr. Lee and her team are pioneering breakthroughs in understanding brain function—an essential step toward diagnosing and treating neurological disorders. The conversation explores the complexities of the brain, the challenges in defining and diagnosing neurological diseases, and why current diagnostic tools are still crude. Dr. Lee discusses how her research combines optogenetics, fMRI, and AI to create functional maps of the brain, leading to potential breakthroughs in treating conditions like epilepsy and Alzheimer’s. The trio also examines the broader implications of AI-powered diagnostics, how machine learning is revolutionizing precision medicine, and why we may be on the verge of a neuroscience revolution.

• Why defining brain function is crucial for diagnosing and treating disorders
• The role of optogenetics and fMRI in understanding the brain
• How AI and data-driven diagnostics are advancing neuroscience
• The intersection of molecular and imaging diagnostics in healthcare
• The shift toward personalized and predictive medicine

In this episode, Sam Korus and Nicholas Grous discuss the recent ruling in the Apple vs. Epic Games lawsuit, which has significant implications for Apple's App Store policies and revenue model. They explore the potential impact on developers and the broader ecosystem, as well as Apple's challenges in the tech landscape, including AI and hardware issues. The conversation also touches on the rise of no-code solutions and how they can disrupt traditional software development.

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 is facing challenges to its App Store dominance.
• The Epic Games ruling allows developers to link to external payment options.
• This ruling could lead to a significant revenue shift for Apple.
• Developers are cautiously optimistic about the ruling's implications.
• Apple's internal ad network may help offset potential revenue losses.
• The tech landscape is evolving rapidly, especially in AI.
• No-code solutions are becoming increasingly accessible and disruptive.
• Companies may be overpaying for SaaS (Software as a Service) tools that can be built in-house.
• Interns can add value by creating in-house tools to save costs.
• The importance of hands-on experience with new technologies.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

In this episode, Sam Korus, Nick Grous, and David Puell delve into the methodology behind Bitcoin's price forecast for 2030. They explore the total addressable markets for Bitcoin, focusing on its use cases as “digital gold” and institutional investment. The conversation also touches on the evolving narrative of Bitcoin, particularly in light of recent ETF launches, and the implications for corporate treasuries. Additionally, they discuss the concept of 'liveliness' in Bitcoin's supply and how it affects price forecasts, concluding with insights on the dynamics of active versus dormant Bitcoin supply.

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:

• Key use cases for Bitcoin include “digital gold” and institutional investment.
• Institutional investment is based on the global market portfolio, excluding gold.
• Bitcoin's performance relative to gold ETFs shows its growing acceptance.
• Corporate treasuries are increasingly considering Bitcoin as an asset.
• The narrative around Bitcoin has shifted towards it being a store of value.
• Liveliness is a metric that adjusts Bitcoin's supply for price forecasting.
• 60% of Bitcoin supply is considered active or kinetic.
• Market dynamics can influence the liveliness of Bitcoin supply.
• A significant event could alter the current equilibrium of Bitcoin's active supply.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

X: https://twitter.com/public

Nikil Viswanathan, co-founder and CEO of Alchemy, joins Brett Winton and Lorenzo Valente to explore the evolving crypto infrastructure landscape. Alchemy, often described as the “AWS for blockchain,” is powering some of the most widely used applications in Web3. Nikil explains why we’re still in the early innings of blockchain development and draws parallels to the early internet. The conversation also covers the rapid shift in institutional sentiment toward crypto, the potential of tokenized financial assets, and why AI agents will rely on blockchain rails to transact. Nikil shares insights from working with global banks, trends in stablecoins, and why the next phase of growth could be driven by developer and user experience innovation.

• 00:01:36 Why Alchemy is the AWS for blockchain—and what that means for crypto’s evolution
• 00:04:13 Smart contracts as a better alternative to traditional financial intermediaries
• 00:10:25 Mapping value accrual in smart contract platforms: A $5T opportunity by 2030
• 00:13:00 How Alchemy abstracts blockchain complexity and improves developer UX
• 00:18:30 Why blockchain is still in its “green screen” era—and what comes next
• 00:21:53 Meme coins, signal or noise? Nikil’s take on speculation vs. infrastructure
• 00:25:03 Crowdfunding, stablecoins, and digital ownership: The real-world use cases
• 00:29:36 Partnering with Worldcoin: Proof of personhood and bot-resistant networks
• 00:36:44 The institutional wave: What’s changed in the last 30 days
• 00:41:05 SAB 121 repeal, ETFs, and the regulatory unlock for banks
• 00:45:53 The six-step playbook for banks entering crypto—from custody to stablecoins
• 00:50:56 Will every bank launch a stablecoin and chain? A look at the fragmentation ahead
• 00:52:04 Tokenized real-world assets and the future of user-owned financial infrastructure
• 00:58:10 Why AI agents need crypto rails—and what that unlocks
• 01:00:33 Smart underwriting, programmable capital, and peer-to-peer risk transformation

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

Matt Cole: CEO, Strive Asset Management

Will Reeves: CEO, Fold

Matt Odell: Managing Parter, Ten31

Rod Roudi: Co-Founder, Bitcoin Park

• 00:02:41 The role of bitcoin in corporate treasury strategies
• 00:06:04 Institutional perspectives on bitcoin as a hedge
• 00:10:48 Are there different strategic considerations for public vs. private companies?
• 00:13:13 Market dynamics and bitcoin premiums
• 00:22:15 The future of bitcoin treasuries in business
• 00:30:00 The long-term outlook for bitcoin in corporate strategy
• 00:40:01 Business strategies in the age of bitcoin
• 00:45:03 The hurdle rate: bitcoin as a benchmark for investment
• 00:48:59 Custody and accumulation strategies for bitcoin
• 00:56:10 The future of bitcoin adoption and education

• Learn more about Bitcoin Park: bitcoinpark.com

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.