FYI - For Your Innovation

On this episode of FYI, ARK Chief Futurist Brett Winton and Research Associate Lorenzo Valente sit down with Jesse Pollak, the driving force and creator of Coinbase’s Layer 2 solution, Base. Together they explore the intricate details of how Coinbase is aiming to transform its core business through innovative blockchain solutions. Jesse shares his journey from initial failures to the successful launch of Base and discusses the broader implications for the crypto industry.

"The way we really think about Base is that we are building an open global economy." - Jesse Pollak

• The inception and purpose of Base, Coinbase’s Layer 2 solution
• Jesse Pollack’s journey from idea to successful implementation of Base
• The technological innovations behind Base and its Optimism partnership
• Coinbase’s vision for the future on-chain economy
• The strategic importance of decentralization and open-source technology
• The expected impact of 4844 and future scaling plans
• How Base aims to support hundreds of millions of users
• The role of Coinbase Wallet in driving on-chain adoption
• Predictions on the rapid growth of on-chain applications
• The economic model driving Coinbase’s on-chain strategy

We need more power! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the growing energy demands of today’s innovations, whether the grid can keep up, and the path to monetizing new technologies which require high levels of funding like Artificial Intelligence.

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:

• Exponential increases in innovative technologies are proving challenging for current energy generation techniques to meet demand

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 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:

Jack Dorsey: Founder and CEO, Block

Cathie Wood: Founder, CEO and CIO, ARK Invest

Mike Schmidt: Executive Director, Brink Technology

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

Alex Gladstein: Chief Strategy Officer, Human Rights Foundation

Rod Roudi: Co-Founder, Bitcoin Park

00:00:00 Intro

00:01:51 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests

00:04:50 Why is supporting the bitcoin network so important?

00:15:22 Jack Dorsey believes there is no faster way to spread an idea than through open-source technology

00:27:56 How can people support and grow open-source development?

00:35:27 What was the genesis for Spiral?

00:42:34 How developers get the word out to corporations of the importance of open-source development?

00:54:12 Is government’s focus on bitcoin really a good thing?

01:01:51 Where can listeners find and learn more about the open-source movement?

·      Learn more about Bitcoin Park: bitcoinpark.com

·      Brink: brink.dev

·      Matt O’Dell: odell.xyz

·      Human Resouces Foundation: hrf.org/dev-fund and hrf.org/financial-freedom

·      Open Sats: opensats.org

·      Spiral: spiral.xyz

With GPT 4o Mini, can Open AI dominate on all AI fronts? 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 the release of Chat GPT 4o Mini and the rise of Polymarket betting.

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:

• OpenAI releases a radically lower cost variant of their popular Ghat GPT 4o model
• Polymarket betting is on the rise

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

On this episode of FYI, ARK’s Chief Futurist Brett Winton and Next Generation Internet Director of Research Frank Downing sit down with Keith Witek, the Chief Operating Officer of Tenstorrent. With over 20 years in the chip industry, Keith shares his insights on the rapidly evolving AI chip landscape, the significance of RISC-V architecture, and the strategic moves that set Tenstorrent apart from industry giants like NVIDIA. This conversation explores the complexities of artificial intelligence (AI) compute, the role of open-source development, and the potential for innovation within the semiconductor industry.

“I think there's a huge sandbox and playground for companies with good technology and novel business models, handling certain segments that are uninteresting to the big guys. I think there's a huge opportunity for those companies to make their name in the business.” - Keith Witek

• Overview of Keith Witek's career in the chip industry
• Importance of AI chips in boosting productivity for knowledge workers
• The role of RISC-V architecture in Tenstorrent's strategy
• Challenges and opportunities in the AI compute market
• Comparison between Tenstorrent and NVIDIA's AI chip approaches
• The significance of open-source development in AI
• Strategic insights on the semiconductor industry's future
• Tenstorrent's unique business model and its implications]
• The potential for RISC-V to disrupt existing chip markets
• Predictions for the AI hardware market by the end of the decade

Ever wondered if telepathy was possible? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss recent developments by Elon Musk’s Neuralink in brain-to-computer interfacing.

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:

• Neuralink is making progress on developing brain-to-computer interfaces

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

On this episode of FYI, ARK Analyst Andrew Kim and Associate Portfolio Manager Nicholas Grous engage in a fascinating conversation with Glen Coates, VP of Product at Shopify. They delve into Shopify's transformation from its roots to becoming a pivotal player in both business to business (B2B) and direct to consumer (D2C) commerce.

Glen shares insights on Shopify's strategy, highlighting the "unified" theme of their latest edition, aiming to streamline complex business processes. They discuss Shopify's features like Markets and Shop Pay, emphasizing the importance of integrating new features seamlessly into the existing ecosystem. Glen also touches on the role of artificial intelligence (AI) and structured data in enhancing Shopify's capabilities and providing merchants with a robust platform for growth.

• Glen’s journey from Handshake to VP at Shopify
• Shopify's focus on unification and the latest edition's highlights
• The role of structured data and AI in improving Shopify's offerings
• How Shopify supports both physical and digital goods seamlessly
• The future of commerce and the potential of virtual worlds and digital assets
• The impact of AI and machine learning on e-commerce
• The integration of physical and digital goods in Shopify's platform
• Future trends in commerce, including virtual worlds and user-generated content (UGC) platform

Curious to hear our take on Tesla? 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 and ARK Research Associate Daniel Maguire to discuss ARK's latest Tesla valuation model.

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:

• Discussion around ARK's Tesla valuation model

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

Typically, in coordination with Bitcoin Park, ARK is publishes a monthly conversation with leaders in the bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. This month’s edition of the Bitcoin Brainstorm, however, features Rod Roudi interviewing ARK CEO and CIO Cathie Wood at the Consensus conference in Austin, Texas. They covered all things bitcoin, ranging from why each grew interesting in bitcoin to begin with, all the way to what they see for the bitcoin space in the future. 

• Why does Cathie Wood love bitcoin?

• Can bitcoin serve the three roles of money?

• Bitcoin as a global monetary system

• El Salvador’s President Bukele’s bitcoin adoption

• How bitcoin converges with other technologies that ARK covers

• Bitcoin and energy, especially in the developing world

• What bitcoin ETFs mean for the currency

• Will institutions use bitcoin ETFs?

Will Apple Intelligence disrupt the AI landscape? 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 announcements from Apple's Worldwide Developer Conference.

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 updated all their software platforms, introducing exciting new features
• Apple announced Apple Intelligence, their new AI platform
• Apple partners with OpenAI to bring direct integration to iPhone

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public