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

Is the death of Moore’s law a myth? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Lorenzo Valente to discuss the TON network, whether Moore’s law is still applicable today, and the proliferation of AI across industries.

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 TON Network is making waves in the blockchain ecosystem
• While Moore's law may have plateaued, that might not necessarily mean it's dead

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

AI innovations may make Microsoft the new laptop king! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss the latest AI hardware developments surfacing across the consumer technology industry, as well as new system level tools to integrate AI assistance features right into the daily functionality of products.

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:

• Microsoft may overtake Apple in AI chip performance
• Tech companies are implementing system level AI innovations

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

On this episode of FYI, Associate Portfolio Manager Nick Grous and Analyst Andrew Kim sit down with Matthew Warneford, the mind behind Dubit. Over the past two decades, Dubit has transformed from its humble beginnings into a pioneer of virtual fashion within gaming platforms like Roblox. Warneford shares the journey of Dubit, shedding light on the early days of online multiplayer gaming and the evolution into crafting digital identities through fashion. Warneford discusses how brands are leveraging platforms like Roblox to engage with a younger audience through immersive retail experiences rather than traditional marketing strategies. Join us at the intersection of technology, fashion, and commerce to learn how these elements are forging a new path for both virtual and real-world business models.

• The origin of Dubit from multiplayer gaming roots to pioneering virtual fashion
• Evolution of digital identity and its growing focus on the identity aspect rather than functionality
• How brands like Adidas are using platforms like Roblox for immersive retail
• Roblox’s dual retail model: web/app-based catalogs and 3D in-game stores
• The strategy behind embedding stores within popular games to drive sales 
• Enhancing customer engagement and sales within virtual platforms
• The emergence of virtual commerce 
• User-generated 3D content as the next significant trend powered by generative artificial intelligence (AI)
• Challenges and opportunities of brand differentiation in digital spaces

Will ChatGPT replace Siri on your iPhone? 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 AI breakthroughs and potential partnerships in the 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:

• OpenAI released a new model
• A discussion of further AI breakthroughs 
• Apple could partner with OpenAI

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.

Will Reeves: CEO, Fold

Mark (Murch) Erhardt: Research Engineer, Chaincode Labs

Harry Sudock: Chief Strategy Officer, GRIID

Mike Colyer: CEO, Foundry

Yassine Elmandjra: Director of Digital Assets, ARK Invest 

Cathie Wood: Founder, CEO and CIO, 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

00:05:29 What does this bitcoin halving represent as symbolic of bitcoin as a monetary system

00:11:28 Bitcoin’s monetary policy is really just five lines of code

00:27:27 Why, to understand bitcoin, you have to move out of the realm of human invention and into the world of physics and math to find things that have this level of predictability

00:32:10 How bitcoin mining pools shifted from a Chinese dominated space to a more decentralized business and what can be done to continue decentralization

00:39:34 How do companies like Foundry, a mining pool, and GRIID, a bitcoin miner, work together and what is Stratum V2?

00:49:10 Could generative artificial intelligence (AI) be helpful in bitcoin development and bitcoin mining?

00:53:49 Why one of bitcoin’s biggest benefits is its probabilistic protocol and that the asset class cannot be “gamed”

00:56:35 Why the Gamestop short squeeze during the pandemic reminds Harry of bitcoin

01:01:28 With a Bitcoin epoch people usually mean a period of roughly 4 years with a specific mining reward. With a bitcoin halving just behind us, what do our guests expect to happen in this next epoch?

Learn more about Bitcoin Park: bitcoinpark.com