FYI - For Your Innovation

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

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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

Is Apple's strategy to launch Apple Intelligence wise? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Jozef Soja to discuss Replit and updates to Apple Intelligence at their recent product announcement event.

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:

• Replit Agent is a coding agent developed by Replit that can create web apps autonomously.
• Apple's hardware updates focus on generative AI and health features.
• Established companies face challenges in productizing AI models.
• There is potential for newer entrants in the AI space.
• Upcoming releases from OpenAI and Oracle are anticipated.

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 Frank Downing, ARK’s Director of Research, Next Generation Internet, welcome Manu Sharma, founder of Labelbox. The conversation examines the rapid evolution of Artificial Intelligence (AI) since the introduction of ChatGPT, highlighting how Labelbox has adapted from basic data labeling to sophisticated AI alignment using Ph.D.-level experts. They explore the profound changes in the AI landscape, the significance of reinforcement learning from human feedback, and the future of AI in increasing productivity and transforming industries. Listen in as they uncover the trends driving AI innovation and the growing importance of human preferences in shaping powerful models.

"There is a really interesting development happening in the industry, which is all these models had to get bigger only to get smaller." - Manu Sharma

Key Points From This Episode:

• The shift from traditional data labeling to sophisticated AI alignment post-ChatGPT.
• The role of Ph.D.-level experts in training and aligning foundation models.
• How RLHF (Reinforcement Learning from Human Feedback) has become essential in AI development.
• The impact of generative AI on enterprise productivity and consumer applications.
• The concept of model distillation and its importance in creating efficient, smaller models.
• The future potential of AI assistants and the economic implications of AI pricing models.
• Labelbox’s evolution into a data factory, powering major foundation models with high-quality data.
• The ongoing challenges in AI, including the need for better reasoning capabilities in models.
• The distinction between pre-training and post-training data needs and strategies.
• The potential of AI in real-world applications, including robotics and specialized industry