FYI - For Your Innovation

By ARK InvestBusiness Technology Education Investing

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Typical duration
33 min
per episode

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FYI - For Your Innovation episodes

October 13, 2023Ozempic, AI Wearables, Tesla Price Cuts | The Brainstorm EP 18
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.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by ARK Analyst Ali Urman, Research Associate Andrew Kim and Founder and CEO of Eternal Reggie James.

Key Points From This Episode:
Intro
Ozempic
AI Wearables
Tesla Price Cuts
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
41 min
October 12, 2023Back to Basics: Debunking Some of Bitcoin’s Biggest Misconceptions
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:
Alex Gladstein: Chief Strategy Officer, Human Rights Foundation
Jameson Lopp: Co-Founder & CTO, Casa and Creator of http://bitcoin.page, http://lightning.how, http://statoshi.info
Korok Ray: Bitcoin Professor at Texas A&M
Erik Hersman: Co-Founder and CEO of Gridless Compute
Yassine Elmandjra: Crypto Lead at ARK Invest
Dr. Art Laffer: American Economist
Cathie Wood: Founder, CEO and CIO, ARK Invest
Rod Roudi: Co-Founder, Bitcoin Park
Key Points From This Episode:
00:00:00 Intro to Bitcoin Brainstorm episode 3 and our panel of guests from Rod Roudi
00:02:17 Yassine sets up the purpose of this month’s episode: to address common misconceptions and pushback around bitcoin
00:05:05 Cathie Wood sets up her relationship with Dr. Art Laffer and why
00:09:45 Alex lays out some of the most common concerns and pushbacks associated with bitcoin
00:11:57 Dr. Laffer provides historical monetary context to explain his questions on bitcoin
00:21:01 Jameson, Erik and Korok help explain the importance of bitcoin mining to the network and potentially to the energy grid at large
00:28:16 Alex explains why bitcoin has value globally and why bitcoin mining was invented and why it is important to stabilize the bitcoin network
00:32:29 Does the marginal cost of energy determine the cost of bitcoin?
00:39:12 Alex and Erik propose a potential future that could be unlocked by bitcoin if used as a global currency
00:44:20 Yassine and Dr. Laffer discuss how a bitcoin standard could be a viable replacement for the gold standard
00:51:15 Dr. Laffer explains that the potential to replace the US dollar is his greatest excitement in bitcoin
00:55:56 Jameson explains that bitcoin is pseudonymous rather than anonymous, and that bitcoin itself is not encrypted
01:00:37 Alex discusses the inherent need for the Bitcoin blockchain to be completely auditable
01:04:47 Jameson and Rod walk through the halving process and the transparent strength of the network
01:05:46 Art poses the question: what does our panel believe makes bitcoin valuable?
01:13:36 Alex explains that bitcoin does not necessarily have counter party risk but it may have exchange rate risk
01:15:50 The speed of transactions in bitcoin have been improving greatly and is actual assets moving at rapid speed rather than liabilities being passed quickly
01:23:27 Rod and Dr. Laffer talk through some crucial differences between gold and bitcoin
01:26:42 Why bitcoin can be a potential preservation of wealth, and why volatility in the price of bitcoin can be either good or bad
01:39:40 Cathie and Yassine wrap up the conversation
1 hr 44 min
October 05, 2023Decentralized Data and AI Workloads with Hammerspace CEO David Flynn
On this episode of FYI, we’re joined by David Flynn, the mind behind Hammerspace, a privately owned company working in the realm of data storage and management. On this episode, ARK Director of Next Generation Internet Research Frank Downing, and CEO and CIO Cathie Wood dives deep into a world where data isn’t just stored, but orchestrated. David takes us through the futuristic landscape crafted by Hammerspace, leveraging the untapped potential of Solid State and Flash technology to redefine data management. From unveiling the shortcomings of platforms like Amazon’s S3 to pioneering the concept of data orchestration, David takes us on a journey through the frontier of data technology. Listeners will also hear about David’s path from programming on a Commodore 64 to becoming a trailblazer in the industry.

“Once data becomes orchestrated, and here’s the bizarre thing, data is more permanent in an orchestration platform. It’s not bound to the lifetime of any one storage system. It simply lives in the ether.” – David Flynn
Key Points From This Episode:
Overview of David’s background
Leveraging luck and experience with embedded systems to exploit the potential of flash storage
Consumer electronics sparked demand, lowering costs and expanding market opportunities
Hammerspace’s approach to try to fundamentally transform data management through decentralized, dynamic data orchestration
Hammerspace’s data orchestration: facilitating direct manipulation on a global file system
Hammerspace offers a unique network attached storage (NAS) system that enhances data accessibility and boosts performance by separately handling metadata and actual data
Object storage is cheaper, simpler but still important; Hammerspace enhances utility
Companies in sectors such as artificial intelligence (AI), entertainment, science, and design benefit from a universal data interface, especially when handling large, unstructured data sets
AI and machine learning (ML) revolutionizing industries, enhancing data management and accelerating research
Transition to data orchestration technology might take around five to ten years, paralleling server virtualization’s adoption cycle but potentially hastened by AI advancements
48 min
October 03, 2023Meta AI, AI as an OS, and Worldcoin’s CEO | The Brainstorm EP 17
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.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by Worldcoin CEO Alex Blania. First, Nick and Sam discuss Meta’s Ray Bans glasses and their AI implications, and AI as an operating system. Then together with Alex they discuss Worldcoin’s latest initiatives.

Key Points From This Episode:
Intro
Meta AI
AI as an OS
Worldcoin CEO
“AGI” refers to Artificial General Intelligence which is a theoretical form of AI where a machine would have intelligence equal to humans.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
29 min
September 28, 2023Orchestrating Enterprises with Data and AI with Palantir CTO Shyam Sankar
On today’s episode of FYI, we delve into the world of Palantir, the data integration and analytics company, as we discuss their platforms and their application across numerous industries. Joining Next Generation Internet Director of Research Frank Downing, and CEO Cathie Wood on the show is Shyam Sankar, Palantir’s Chief Technology Officer. Together, they explore the power of ontology, the integration of artificial intelligence (AI), and the immense potential of Large Language Models (LLMs). From revolutionizing the way businesses make decisions to uncovering new frontiers in biology and manufacturing, this episode explores the ever-evolving landscape of technology.

“I think one of the exciting things about Generative AI is how quickly we’ve been able to build our own Copilots and to go after problems.” – @ssankar
Key Points From This Episode:
Overview of Shyam’s background
Palantir’s public perception and problem-solving approach
How Palantir’s platform evolves to solve varied, industry-specific problems through generalizable approaches
Palantir expedites Generative AI via focused, decision-driven data ontology
Using ontology for quicker, action-focused business decisions
Operationalizing AI beyond chat interfaces
Integrating LLMs in apps for efficient workflow
Government cautiously, yet optimistically, exploring generative AI’s potential
Clients exhibit mixed feelings; seeking education on leveraging LLM effectively
Palantir fosters a unique artist colony culture, emphasizing individuality in roles
Utilizing Generative AI tools internally to streamline documentation and leverage unstructured data sources
Value in application layer and owning it
Why app layer owners have an AI advantage
Concerns about AI integration with legacy and modern tech infrastructure
Ginkgo aims to engineer biology for manufacturing and leverages AI
Why Palantir believes their integration of human thought, LLM, and algorithmic reasoning will dominate the market
56 min
September 27, 2023OpenAI Dall-E 3, and Tesla’s Optimus Robot | The Brainstorm EP 16
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.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by Research Associate Andrew Kim. Together they discuss OpenAI’s Dall-E 3 release and the impressive developments of Tesla’s Optimus Robot.

Key Points From This Episode:
Intro
OpenAI Dall-E 3
Tesla Optimus
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
27 min
September 21, 2023Breaking Down Classroom Walls with Saturn’s Dylan Diamond
On today’s episode of For Your Innovation, hosts Andrew Kim and Nicholas Grous sit down with Dylan Diamond, the brain behind Saturn, a calendar app that’s taken over 17,000 U.S. public schools. Originating as a basic web tool and now an iPhone essential, Saturn goes beyond just planning your day—it’s a social network that informs you about your friends’ current and future locations. Join us as Dylan unpacks the journey of Saturn, detailing how artificial intelligence (AI) is revolutionizing time management and social planning. From custom features tailored to individual schools to the key alliances that have accelerated its expansion, we’ll uncover how Saturn isn’t just a utility—it’s a community.

“Saturn is the first social network built around the calendar, and it is the only calendar built for young people.” – Dylan Diamond
Key Points From This Episode:
Overview of Dylan’s background, and the origin of Saturn/li>
How Saturn evolved from a web app to an iPhone app/li>
Lessons in building personalized, unscalable apps for schools/li>
Scaling quickly by utilizing organic growth and student ambassadors/li>
Organic growth fueled by user demand, teamwork/li>
AI in Saturn focuses on solving real problems, like auto-updating school calendars and fostering social connections/li>
Saturn focuses on students, not faculty, and aims to be a lifelong calendar/li>
Focusing on high school to build a strong user base, while also seeing potential for expansion into college/li>
Saturn combines social and utility, aims for steady growth, and expects more social platforms to add utility features
45 min
September 20, 2023Tesla 3D Printing, Unity, EV Charging | The Brainstorm EP 15
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.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by Director of Investment Analysis
& Institutional Strategies Tasha Keeney. Together they discuss updates on Tesla and Apple’s adoption of 3D Printing, Unity and Electric Vehicle Charging.
Key Points From This Episode:
Intro
Tesla 3D Printing
Unity
EV Charging
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
27 min
September 14, 2023Building Brands in the Creator Economy with Oren John
In this episode of FYI, hosts Andrew Kim and Nicholas Grous explore the world of TikTok Shop with Oren Schauble, who shares insights on setting up shop, driving sales, and the advantages of early adoption. We’ll also navigate the realm of drop shipping and third-party logistics (3PL), revealing when and how to utilize each method, and uncover top-notch partners. As we venture further, we’ll uncover the secrets to thriving in a saturated market, finding niches, establishing customer loyalty, and adapting to change. Later, we’ll take a deep dive into the creator economy, exploring opportunities for individuals and companies to monetize talents and its impact on marketing. Finally, we’ll delve into effective brand-building across various channels, focusing on social media success, customer value, appealing web design, and inspiring success stories. Oren provides his insights and tips as we explore success in today’s dynamic retail landscape.

“What’s really important is you can go sell a product to your fans, right? You can say, hey, these people really enjoy my content. They really have built an affinity to me.” @orenmeetsworld
Key Points From This Episode:
Exploring the creator economy, opening opportunities for all
Emphasizing omnichannel strategy; refining through Direct-to-Consumer (D2C)
Unlocking Shopify’s success in easy payments, while TikTok and Instagram are enhancing frictionless buying experiences
Choosing products through direct factory contact, utilizing managed services, or browsing platforms like Alibaba
Combining value and entertainment for potent social media branding
Building an audience early, curating space, and thinking strategically
Navigating saturation by finding your unique niche
Implementing familiar design elements to foster consumer trust and usability
Investing in setting up a TikTok Shop; reaping the benefits it offers
44 min
September 13, 2023SpaceX and Visa Integrates Stablecoin | The Brainstorm EP 14
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.
This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by Next Generation Internet Director of Research Frank Downing. Together they discuss updates on SpaceX and Visa’s integration with stablecoins.
Key Points From This Episode:
Intro
SpaceX
Visa Stablecoin Integration
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
27 min

About FYI - For Your Innovation

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The FYI - For Your Innovation Podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological…