FYI - For Your Innovation

Is Google's Search Monopoly Under Threat? | The Brainstorm EP 67


Listen Later

Can you imagine a future without Google? 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 competitive landscape of AI search engines and the implications for Google, as well as the emerging business opportunities in curing rare diseases through innovative therapies.


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 future of search may involve a shift to AI-driven operating systems.
  • Google's search dominance is being challenged by AI competitors.
  • AI search provides more text-rich responses compared to traditional link-based results.
  • Insurers are willing to pay high prices for cures based on long-term savings.
  • The market is underestimating the value of one-time treatments compared to ongoing therapies.


For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

...more
View all episodesView all episodes
Download on the App Store

FYI - For Your InnovationBy ARK Invest

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

381 ratings


More shows like FYI - For Your Innovation

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,174 Listeners

Masters in Business by Bloomberg

Masters in Business

2,186 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,012 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,368 Listeners

Odd Lots by Bloomberg

Odd Lots

1,770 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

930 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,290 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

914 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

189 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

552 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,761 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,538 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

401 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

343 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

444 Listeners