Will AI enable a 4 day work week? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Research, Next Generation Internet, Frank Downing, to discuss Disney's strategic acquisition of a controlling stake in Fubo TV, highlighting the competitive landscape of streaming services and the ongoing trend of cord-cutting. They then transition to Nvidia's recent innovations showcased at CES, focusing on AI advancements in gaming and enterprise applications. The conversation concludes with reflections on how AI may reshape work-life balance, potentially leading to increased leisure time for gaming and streaming.

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:

• YouTube TV is currently leading the live TV market.
• The decline of traditional cable is inevitable but gradual.
• Consumers are increasingly frustrated with ad loads in streaming services.
• Nvidia's AI innovations are set to revolutionize gaming experiences.
• The future of work may allow for more leisure activities.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

In this episode of FYI, Brett Winton, ARK’s Chief Futurist, hosts an enlightening discussion with Peter Diamandis, founder of the XPRIZE Foundation and author of the upcoming Longevity Guidebook, alongside ARK Invest CEO/CIO Cathie Wood. They explore the transformative role of artificial intelligence and biotechnology in extending human health span and lifespan. Peter delves into the revolutionary advancements in diagnostics, gene editing, and epigenetic reprogramming, while Cathie highlights the market implications of these breakthroughs. Tune in to understand how these technologies are reshaping the future of healthcare, the economy, and our approach to aging.

• The premise of Peter Diamandis’ Longevity Guidebook and its focus on reversing aging.
• AI's pivotal role in drug discovery, healthcare diagnostics, and personalized medicine.
• How advancements like CRISPR and epigenetic reprogramming are redefining longevity science.
• The market's undervaluation of biotech innovations and their transformative potential.
• The concept of "longevity escape velocity" and its implications for human life expectancy.
• Maintaining a "longevity mindset" through sleep, exercise, and diet is important.
• Economic and societal shifts from extended lifespans and productivity.
• The future of brain mapping and AI-assisted preservation of consciousness.
• Innovations in healthcare delivery, from diagnostics to preventative therapies.

Are we on the verge of an economic transformation? 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 ambitious projections for global GDP growth, driven by technological advancements and innovations such as Robotaxis and AI. They explore the historical context of economic growth, the potential for significant productivity increases, and the implications for different regions, particularly the U.S. and Europe. The conversation then shifts to SpaceX's advancements in satellite technology, highlighting the impressive capabilities of the new V3 satellites and their potential to revolutionize global connectivity.

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:

• Technological advancements are expected to drive significant economic transformation.
• Historical context shows that periods of growth are often followed by technological infusions.
• SpaceX's new V3 satellites will dramatically increase bandwidth and reduce costs.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

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

Matt O’Dell: Managing Partner, Ten31 and Co-Founder, Bitcoin Park

Adam Back: CEO, Blockstream

Matt Corallo: Open Source Engineer, Spiral

Frank Downing: Director of Research, Next Generation Internet, ARK Invest

Rod Roudi: Co-Founder, Bitcoin Park

• Insights into the quantum computing threat to bitcoin and how close we are to its impact.
• Key advancements in post-quantum cryptography and Bitcoin’s preparedness.
• Evolution and future potential of the Lightning Network.
• Exploring the intersection of bitcoin with stablecoins like Tether on Tron and their implications.
• Reflections on bitcoin’s adoption trends in 2024, including institutional engagement and emerging markets.
• Highlighting non-protocol advancements, such as user-friendly wallets and tools for self-custody.
• The growth of Nostr and its integration of bitcoin payments via Lightning.
• Bitcoin’s future as a global financial base and the pragmatic steps needed for broader adoption.

• Learn more about Bitcoin Park: bitcoinpark.com

On this year’s final episode of FYI, we will be taking the opportunity to highlight some of the best moments from throughout the year. While we are grateful for every single guest that has joined the For Your Innovation podcast, here is a compilation of some of our favorite moments.

• SoFi CEO Anthony Noto explains how he managed to diversify SoFi’s product line from beyond it’s start as a student loan platform, and why Anthony felt he needed to purchase the rights to a stadium to grow SoFi's business.
• NBA stars Andre Iguodala and Evan Turner talk about their early intellectual pursuits in financial literacy, and how they parleyed their experience as NBA athletes into the world of venture capital.
• OpenAI CFO, Sarah Friar, discusses the scope of the AI opportunity and how OpenAI is just getting started.
• Jack Dorsey explains the importance and implications of bitcoins open source nature, and how it’s truly a disruptive innovation.
• Shopify’s president, Harley Finkelstein, explains the rise of entrepreneurship globally, the critical role of AI in reducing barriers for entrepreneurs, and Shopify’s vision for the future.

Is quantum computing the next big thing? 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 advancements in quantum computing and AI drug discovery. They discuss Google's recent quantum chip announcement, the challenges of scaling quantum technology, and the potential applications in drug discovery. The conversation shifts to the partnership between GlaxoSmithKline and Relation Therapeutics, highlighting the promise of AI in revolutionizing drug development processes, reducing costs, and improving efficiency. The episode concludes with insights on the future of drug development and the potential for significant market changes in the pharmaceutical 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:

• Quantum computing is still 15 years away from commercial viability.
• AI is transforming drug discovery, making it faster and cheaper.
• AI drug discovery could reduce development costs to $600 million.
• The future of healthcare may focus on curing diseases rather than just treating them.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

How good is Tesla autopilot? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Investment Analysis & Institutional Strategies Tasha Keeney to discuss Tesla's latest advancements in full self-driving (FSD) technology, particularly focusing on version 13. The conversation highlights the skepticism surrounding the launch, the infrastructure needed for a successful Robotaxi service, and the potential for a fleet model. The episode concludes with insights on the commercialization timeline and market impact of Tesla's innovations.

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:

• Tesla's FSD version 13 is a significant step towards full autonomy.
• Remote operators may be used to assist during the initial launch.
• Tesla's vertical integration gives it a competitive edge over rivals.
• Market dynamics may shift significantly with the introduction of Robotaxi services.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

In this episode of FYI, Brett Winton and Cathie Wood engage in a discussion with Sarah Friar, CFO of OpenAI. Together, they delve into the transformative potential of AI and its economic implications. Sarah shares her journey from leading roles at Salesforce and Square to her current position at OpenAI, and offers a unique perspective on AI as a platform shift akin to the advent of cloud computing. The conversation explores the advancements in AI models, the concept of agentic systems, and the strategic priorities OpenAI is adopting to accelerate progress toward Artificial General Intelligence (AGI). They also discuss OpenAI's approach to cost reductions, capital allocation, and staying at the frontier of innovation in a rapidly evolving tech landscape. Don’t miss this fascinating episode about the profound implications of AI on industries, economies, and daily life.

• Sarah Friar's career journey and her transition to OpenAI.
• The valuation of OpenAI and the economic potential of AI-driven productivity.
• AI's potential as a transformative platform shift, similar to cloud computing.
• How OpenAI balances gross margin focus with pricing strategies for ubiquity.
• Advancements in AI models, including reasoning capabilities and agentic systems.
• OpenAI's strategic capital allocation decisions in a fast-evolving tech landscape.
• The economic and technological advantages of staying at the forefront of AI innovation.
• Discussion on global competition, with a focus on European regulatory challenges.
• AI as a natural language-driven operating system for technological interfaces.
• Predictions for AI's role in solving complex global challenges and accelerating innovation.

In this episode of FYI: For Your Innovation, ARK’s Chief Futurist Brett Winton and ARK Analyst Nemo Despot chat with Harvard Professor Dr. Mahmood, a trailblazer in computational pathology. Together, they explore how AI and multiomics are reshaping healthcare and drug discovery. The discussion spans the transformative potential of combining data modalities like histology, genomics, and molecular profiling with advanced AI models. Dr. Mahmood shares his journey into computational pathology and highlights breakthroughs in applying machine learning to diagnostics and drug discovery. They also delve into the regulatory landscape, the transition from analog to digital pathology, and how foundational models are accelerating innovation. This episode offers a glimpse into the near future of healthcare, where AI-driven insights enable more predictive, personalized, and efficient medicine.

• An introduction to multiomics: integrating biological data like DNA, RNA, and protein for deeper insights.
• The role of computational pathology in transforming diagnostics and drug discovery.
• Challenges and opportunities in transitioning pathology from analog to digital systems.
• How AI models are enhancing outcomes in diagnostics and therapy predictions.
• Real-world applications of AI in clinical trials and drug discovery pipelines.
• Regulatory and reimbursement hurdles in adopting digital and AI-driven pathology.
• Insights into foundational AI models and their application in healthcare.
• Examples of how multimodal data enhances disease discovery and treatment development.
• The future of diagnostic healthcare using specific AI models trained on biological data.
• Predictions on the pace of AI advancement in medical research and clinical practice.

Will PhD students still exist in the future? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nicholas Grous are joined by ARK Analyst Nemo Marjanovic to discuss the transformative potential of autonomous and decentralized science in drug discovery. Nemo discusses how AI and robotics are revolutionizing research processes, making them more efficient and cost-effective. The discussion also highlights the challenges faced in clinical trials and the role of blockchain technology in decentralizing research funding. The episode concludes with insights into the future of genomics and the innovative companies leading the charge in this 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:

• Autonomous science combines AI and robotics to enhance research and can significantly speed up the drug discovery process.
• Clinical trials represent the largest cost in drug development.
• Companies like Recursion and Tempus are leading innovations in genomics.
• The future of drug discovery may resemble an app store model.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public