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Latest Episodes:

Space, OpenAI, Open (Source) AI | The Brainstorm EP 23 Nov 15, 2023

Show notes

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, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Eric Berger, the senior space editor at Ars Technica. Together they discuss space, OpenAI developer day and open source artificial intelligence (AI).

Key Points From This Episode

Space
OpenAI
Open Source AI

For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

Bridging Traditional and Decentralized Finance with 21Shares Nov 09, 2023

Show notes

On today’s episode, ARK Director of Digital Assets Yassine Elmandjra sits down with special guests Ophelia Snyder, the president and co-founder of 21Shares, and Eliézer Ndinga, the head of research at 21Shares. Together, they dive deep into the world of crypto, education, and the exciting developments happening in the industry. Join us as we explore how 21Shares is bridging traditional finance with crypto, discussing the importance of regulations, the need for specialized research, and the future of this rapidly evolving asset class.

“It is representative of an accumulation of human knowledge that shouldn’t be so callously disregarded, right? Part of the beauty of what we’re doing now is we get to stand on the shoulders of giants.” @OpheliaBSnyder Key Points From This Episode:

Overview of 21Shares and why Ophelia founded the company
How 21Shares aligns with ARK’s open, transparent ethos, simplifying crypto investment access
Offering exposure to crypto and physical redemption, aiming to bridge crypto investment with secure, accessible infrastructure
Why the biggest education gap in crypto is discerning true insights from mere news
Crypto’s transparency is underappreciated; parsing its vast data is key for understanding ecosystem health and potential risks
Crypto evolution leans towards bottom-up standardization, challenging yet potentially leading to robust, coherent frameworks
Regulatory clarity for crypto requires effort; initial steps may quickly resolve major issues
Regulatory evolution is continuous, reflecting history’s dynamic nature
Why the upcoming market cycle in crypto is expected to differ significantly from past cycles

Block, AI Regulation, and SpaceX’s Starlink | The Brainstorm EP 22 Nov 07, 2023

Show notes

This week, Autonomous Technology and Robotics Director of Research Sam Korus is joined Research Associate Andrew Kim. Together they discuss Jack Dorsey’s return to Block, President Biden’s Executive Order on Artificial Intelligence and SpaceX’s Starlink reaching break even.

Key Points From this Episode

Jack Dorsey Returns to Block
President Biden’s Executive Order on Artificial Intelligence
Starlink reaches Break Even

For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

Bitcoin’s Most Under-Explored Use Cases Nov 02, 2023

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:

Alex Leishman: Co-Founder and CEO, River

Graham Krizek: Founder and CEO, Voltage

Des Dickerson: CEO, THUNDR GAMES

Tony Giorgio: Co-Founder and CEO, Mutiny Wallet

Viktor Bunin: Protocol Specialist, Coinbase

Yassine Elmandjra: Director of Digital Assets at ARK Invest

Cathie Wood: Founder, CEO and CIO, ARK Invest

Rod Roudi: Co-Founder, Bitcoin Park

Key Points from this episode:

00:00:00 Opening and Disclosure
00:00:54 Intro with Rod Roudi welcoming our fantastic guests
00:05:09 What are some of the most underexplored use cases in Bitcoin?
00:14:31 How the use cases for Lightning have matured and why Des chose to build THUNDR GAMES on the Bitcoin network
00:17:43 Machine to machine payments as a use case for lightning
00:26:53 What do our guests think the first ubiquitous stable coin on Bitcoin will be?
00:33:49 Viktor examines some of the ways that decentralized finance (DeFi) can be more practical than Bitcoin
00:39:13 Exploring the growth in total developers on Ethereum as compared to Bitcoin, especially when you include lightning developers
00:43:32 Why is the dynamic of developers building on Bitcoin different than those who chose to build on Ethereum?
00:50:34 Our guests share some of the stories from their clients and users that blew them away
00:55:32 How is regulation in the Bitcoin space changing?
00:59:41 Our guests provide their opinions on what Bitcoin looks like in 5 years and how anonymity may change in the future?
01:09:09 Rod, Viktor and Yassine conclude the episode with some optimism on the future of Bitcoin, pointing out decentralized communities across the country and around the world

Cruise Stops Cruising and Meta Ray Ban Glasses | The Brainstorm EP 21 Nov 01, 2023

Show notes

This week, Associate Portfolio Manager Nick Grous is joined Director of Investment Analysis & Institutional Strategies Tasha Keeney, CFA. Together they discuss the current state of autonomous vehicles including Cruise, Waymo and Tesla, and Meta’s new Ray Ban sunglasses.

Key Points From this Episode

Cruise Halts Operations
Meta Ray Ban Glasses Review

For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

Coordinating Technology and Specialized Labor for Complex Needs with Francis Pedraza Oct 26, 2023

Show notes

On today’s episode of FYI, Brett Winton welcomes back Francis Pedraza, the founder of Invisible—a company revolutionizing artificial intelligence (AI) training and data labeling across multiple industries. Forget what you know about traditional AI; we’re diving into a world where human relevance is questioned, and black-box technology can execute complex processes at any scale. Francis and Brett explore the ins and outs of scaling a business, the art of strategic resource allocation, and the future of AI-driven automation. This episode has everything from research and development (R&D) investments to aligning worker incentives for optimum efficiency.

“So for us, it’s finding the right technology or the right person for any given step in a process.” – Francis Pedraza Key Points From This Episode:

Overview of Invisible Technologies
Invisible’s role in a fragmented, specialized tech landscape
Invisible bullish on AI training, adopts financial discipline to weather market cycles
Transitioning from R&D to commercial strategies redefines Invisible’s economic model for AI business
The need for specialized integrators like Invisible over traditional service firms in the AI landscape
Invisible elevates AI training from mere data labeling to advanced techniques
Invisible’s human-in-the-loop model adds depth to complex AI training and enablement
Efficiency gains through Invisible’s alignment of automation and incentives
The symbiotic relationship between AI training and enablement in Invisible’s model
Prioritizing profitability over rapid scaling underlines Invisible’s approach to sustainable growth and control
Balancing rapid growth while preserving company culture in Invisible
Invisible’s caution towards public markets focuses on long-term control and growth

Tesla Earnings and Bitcoin | The Brainstorm EP 20 Oct 24, 2023

Show notes

This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are in studio together this week to discuss Tesla Earnings and Bitcoin.

Key Points From this Episode

Tesla Earnings
Bitcoin

For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

Economic Disconnects with Cathie Wood Oct 19, 2023

Show notes

On today’s episode of FYI we will be featuring the most recent In The Know with Cathie Wood, a monthly video series that covers fiscal policy, monetary policy, market signals, economic indicators, and innovation. On this specific In The Know, Cathie walks through charts to help illustrate her points on inflation, interest rates, GDP vs. GDI growth, and why we believe we’re in a rolling recession.

Watch the video version here.

Key Points From This Episode:

Fiscal Policy
US Federal Budget Deficit or Surplus as a Percent of Nominal GDP
Monetary Policy
Money Supply (M2) Growth Percent Change Year-over-Year
10 Year US Treasury Yield
2s-10s Yield Curve Spread
USD Index (DXY)
Economic Indicators
Spot WTI Crude Oil
Crude Oil Price vs. Gasoline Futures Price
Gold Price
Gold Price 5-Year
Copper Futures Price
Copper Futures Price 5-Year
Credit Default Swaps Markit CDX

Everybody Gets a Robot? | The Brainstorm EP 19 Oct 18, 2023

Show notes

This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are keeping it short and have just one topic: robots.

For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

Ozempic, AI Wearables, Tesla Price Cuts | The Brainstorm EP 18 Oct 13, 2023

Show notes

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

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