FYI - For Your Innovation

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:

Cathie Wood: Founder, CEO and CIO, ARK Invest

Grant Gilliam: Co-Founder and Managing Partner, Ten31

Barry Deen: CEO, Bitvora Inc.

Joe Kelly: Co-Founder and CEO, Unchained

Yassine Elmandjra: Director of Digital Assets, ARK Invest 

Rod Roudi: Co-Founder, Bitcoin Park

00:01:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests

00:04:09 bitcoin may be at all-time highs (as of October 30, 2024), but it seems like bitcoin attention is no longer at a fever pitch

00:12:10 What are the implications of financial regulation on innovation?

00:20:13 What are bitcoin infrastructure builders, and bitcoin entrepreneurs thinking about the current state of governmental regulation in the United States?

00:26:40 How are the various bitcoin companies converging and working together to accelerate innovation?

00:34:42 Why Layer 2s like the Lightning network are critical to advancing bitcoin adoption beyond a savings tool

00:41:41 The global adoption of bitcoin is still very low, and simply making it accessible can be its next leg of growth

00:53:14 Why does Barry have a saying “Everything is good for bitcoin”?

00:57:56 Why does Cathie believe accreditation rules in the United States are un-American?

00:59:42 What does the future of bitcoin hold and how might the election impact it?

Links Mentioned in this Episode:

Learn more about Bitcoin Park: bitcoinpark.com

Learn more about Bitcoin technology investment firm, Ten31: Ten31.vc

Learn more about Bitcoin and Lightning payments API, Bitvora: Bitvora.com

Learn more about Bitcoin native financial services company, Unchained Capital: Unchained.com

In this episode of FYI, Brett Winton and Charlie Roberts sit down with Sean McClain, CEO and founder of Absci, and Andreas Busch, Absci's Chief Innovation Officer, to explore how AI is transforming drug discovery and development, particularly in the biologic space. Sean shares how Absci is using AI to tackle the design problem in drug discovery, unlocking new possibilities for "undruggable" targets. Andreas provides insights into the challenges of translating these advancements into real-world therapies, drawing from his deep experience in Big Pharma. Together, they discuss the role of AI in reducing the time and cost of developing new therapies and its potential to reshape the pharmaceutical landscape.

• The role of AI in addressing previously "undruggable" targets like GPCRs and ion channels.
• How Absci’s AI-driven approach has shifted from synthetic biology to designing antibodies and biologics for drug discovery.
• The importance of leveraging partnerships with pharma companies like AstraZeneca and Merck to unlock novel biology.
• Andreas Busch’s transition from Big Pharma to Absci, emphasizing how smaller biotech companies attract top talent and foster innovation.
• AI’s role in shortening drug development timelines and reducing costs, allowing companies like Absci to develop differentiated assets faster.
• The blend of best-in-class and first-in-class strategies in Absci’s portfolio, balancing risks in novel biology and proven therapeutic areas.
• How AI models are used to design antibodies with specific affinities and predict drug candidates, a first in antibody drug design.
• The critical role of integrating domain expertise, such as Andreas’s experience in drug development, into AI-driven drug discovery.
• Insights on the future of AI in biology, predicting targets, epitopes, and potential breakthroughs in drug development.
• The importance of talent and culture in building cutting-edge biotech companies.s.

Will Tesla take over Uber? 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 recent earnings call, highlighting the company's focus on cost reductions and future plans for autonomy and ride-hailing services. They also delve into the advancements in AI agents, particularly Anthropic's new capabilities, and the competitive landscape of AI technology. The conversation wraps up with insights into Meta's product developments and the evolving search engine market.

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 earnings exceeded expectations due to aggressive cost reductions.
• The company is testing a ride-hail platform with plans to launch next year.
• Anthropic's AI models are leading in new capabilities for computer navigation.
• Meta's Ray-Ban smart glasses are gaining significant market traction.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

It’s a good week to be Elon Musk! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Director Of Investment Analysis & Institutional Strategies Tasha Keeney discuss recent launch of Cybercab, and the successful landing of SpaceX’s starship rocket.

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:

• SpaceX successfully landed the booster of it’s Starship rocket on this 5th historic launch
• Tesla unveiled its Cybercab autonomous taxi and we discuss what it was like to ride in first hand

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, and Nemo Marjanovic, ARK's Multiomics Analyst, have an in-depth discussion with Professor Nikolai Slavov from Northeastern University. Professor Slalov is the Director of Parallel Squared Technology Institute (PTI). Together they explore the fascinating and complex world of multiomics, focusing on the importance of proteomics in understanding biological processes. Professor Slavov shares his insights on the technological advancements in single-cell proteomics, the challenges in measuring protein interactions, and the critical role of proteomics in drug development. The conversation also delves into the underfunded nature of proteomics research and its potential to revolutionize biopharma R&D and diagnostics.

• Introduction to multi-omics and its relevance in modern biology.
• Explanation of the central dogma of molecular biology: DNA, RNA, and proteins.
• Overview of Professor Slavov's research on single-cell proteomics and its implications.
• Challenges in measuring the dynamic and complex nature of the proteome.
• The role of advanced technologies like mass spectrometry in proteomic analysis.
• Importance of protein interactions and modifications in cellular functions.
• Discussion on the underfunding of proteomics research and its impact on scientific progress.
• The potential of proteomics to improve drug development and diagnostic precision.
• Advances in AI and data analysis techniques for better understanding protein structures and functions.
• Future frontiers in proteomics, including improved technology access and dynamic protein measurements.

MacCoss, M.J., Alfaro, J.A., Faivre, D.A. et al. Sampling the proteome by emerging single-molecule and mass spectrometry methods. Nat Methods 20, 339–346 (2023). https://doi.org/10.1038/s41592-023-01802-5

Derks J, Jonson T, Leduc A, Khan S, Khoury L, Rafiee M, Slavov N Single-nucleus proteomics identifies regulators of protein transport

bioRxiv  doi: 10.1101/2024.06.17.599449 (2024)

Are there any chip makers that can compete with Nvidia? This week, Next Generation Internet Director of Research Frank Downing, and Autonomous Technology and Robotics Director of Research Sam Korus discuss the S1 filing of Cerebras and what that might mean for the AI hardware 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.

00:00:00 Intro

00:00:52 An Overview of Cerebras, and Their Plans to IPO

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public 

The Rundown: https://podcasts.apple.com/us/podcast/the-rundown/id1726048251

To learn more about ARK: https://arkinv.st/ARKInvest

For more updates, follow us on:

- Twitter: https://arkinv.st/Twitter

- LinkedIn: https://arkinv.st/LinkedIn

- Facebook: https://arkinv.st/Facebook

- Instagram: https://arkinv.st/Instagram

Disclosure: http://arkinv.st/39rzF94

Are Meta's Orion glasses enough to convince you to exist in the metaverse? This week, Director of Research, Next Generation Internet Frank Downing, and Associate Portfolio Manager Nick Grous discuss Meta's recent product launches at Meta Connect, focusing on their AI initiatives, particularly the Llama language models, and the integration of AI into their hardware products like the Ray-Ban glasses. 

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:

• Meta is open sourcing their Llama models, democratizing access to AI.
• The Ray-Ban glasses integrate AI features seamlessly into daily life.
• Orion represents a long-term vision for augmented reality.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

Imagine never having to hunt the internet for the lowest price on an item again! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the evolving landscape of digital wallets and purchasing agents, focusing on Klarna's recent developments.

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:

• Klarna is evolving from buy now, pay later to digital wallets.
• The introduction of purchasing agents could disrupt traditional marketplaces.
• Digital wallets may become a winner-take-most market.

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 Invest’s Chief Futurist, and CEO/CIO Cathie Wood, engage in a discussion with Seungyeon (SY) Kim, the CEO of Toss Securities. SY shares his journey from working at global tech giants like Google and TikTok to leading Toss Securities, a company often dubbed the "Robinhood of Korea." The conversation explores the unique approach Toss Securities takes by integrating social media features into its trading platform, fostering community engagement among investors. They also discuss the retail investing landscape in Korea, the potential global expansion of Toss Securities, and the intersection of social media, finance, and AI in reshaping the future of trading.

"In a couple of years time, I don't think we might need apps or mobile phones to trade stocks." - SY Kim

Key Points From This Episode:

• SY’s career journey from Google and TikTok to becoming the CEO of Toss Securities.
• The unique social media features integrated into Toss Securities' platform.
• Comparisons between Toss Securities and Robinhood, and the distinct approach SY’s team takes.
• The impact of social engagement on trading volumes within the Toss platform.
• The potential role of AI in the future of trading and investing.
• The growing interest of Korean investors in U.S. equities, driven by market trends and cultural factors.
• The importance of innovation in both the tech and financial sectors and its implications for the future.
• The regulatory environment in Korea and how it supports innovation in financial services.
• Toss Securities' ambitions for international expansion, particularly in the U.S. market.
• The relationship between crypto market trends and the growth of retail investing in Korea.

Can overthinking actually be beneficial? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Next Generation Internet Director of Research Frank Downing to discuss updates to OpenAI's latest model and the benefits of increasing AI "thinking" time.

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 O1 model represents a breakthrough in AI reasoning.
• Inference time can be optimized for better performance.

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public