FYI - For Your Innovation - TopPodcast.com

Latest Episodes:

Is There Enough Energy To Power Innovation? | The Brainstorm EP 54 Jul 31, 2024

Show notes

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

Supporting The Bitcoin Community | Bitcoin Brainstorm 12 Jul 26, 2024

Show notes

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

Key Points From This Episode:

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?

Links Mentioned in this Episode:

· 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

GPT 4o Mini But Mighty | The Brainstorm EP 53 Jul 24, 2024

Show notes

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.

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

The Future of AI Chips with Tenstorrent's Keith Witek Jul 18, 2024

Show notes

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

Key Points From This Episode:

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

Will Elon's Neuralink Make Telepathy Possible? | The Brainstorm EP 52 Jul 17, 2024

Show notes

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.

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

Unifying Commerce with Shopify VP of Product Glen Coates Jun 27, 2024

Show notes

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.

"How do we help businesses scale in a way where they get to grow without their complexity and costs dragging them down?" — Glen CoatesKey Points From This Episode:

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

ARK's Tesla Valuation | The Brainstorm EP 51 Jun 26, 2024

Show notes

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.

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

Cathie Wood Discusses Bitcoin Live With Bitcoin Park's Rod Roudi Jun 20, 2024

Show notes

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.

Key Points From This Episode:

• 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?

WWDC 2024 | The Brainstorm EP 50 Jun 13, 2024

Show notes

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.

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 Moore’s Law Dead? | The Brainstorm EP 49 Jun 04, 2024

Show notes

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.

Key Points From This Episode: