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Latest Episodes:

Big Ideas Monday Mini: Autonomous Ride Hail Aug 07, 2023

Show notes

Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.

Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.

We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change.

To learn more, view Big Ideas 2023.

This week’s Big Ideas Monday Mini Episode focuses on Autonomous Ride Hail.

Today, autonomous ride-hail services delight riders across ~15 cities internationally* and should scale into widespread commercial adoption within the next ten years.

Autonomous technology should reduce the cost of mobility to ~12% the average cost of human-driven ride-hail service today.

ARK’s research suggests that global autonomous ride-hail platforms will create $14 trillion in enterprise value, based on $4 trillion in revenue during the next five years.

Watch the video version here.

*This number includes both commercial and non-commercial services operating at the end of 2022. Sources: ARK Investment Management LLC, 2023. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results.

Building and Scaling: a Bitcoin Conversation Aug 03, 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:

Preston Pysh – Show Host and Co-Founder, The Investor’s Podcast Network and Advisor, Ego Death Capital

Jack Mallers – CEO and Founder, Strike

Obi Nwosu – CEO and Co-Founder, Fedi

Rod Roudi – Co-Founder, Bitcoin Park

Harry Sudock – Chief Strategy Officer, GRIID and Partner, Bitcoin Park

Cathie Wood – CEO, CIO and Founder, ARK Invest

Yassine Elmandjra – Crypto Lead, ARK Invest

Key Points From This Episode:

00:00 Intro to the Bitcoin Brainstorm and Bitcoin Park in Nashville
4:30 Our panel discusses Jack Dorsey’s thoughts on Bitcoin as the currency of the internet
8:30 Dr. Art Laffer’s discovery and interest in Bitcoin
10:30 How Bitcoin can potentially benefit communities like those in Kenya
19:00 What countries are moving the fastest to adopt Bitcoin as a currency and how does the global south view Bitcoin generally
26:20 Jack’s thoughts on the modern day monetary policy and why it may be destroying the middle class
28:31 Why Bitcoin might be too volatile for many people living in poverty, but crypto solutions like stablecoins could be a better option
30:35 Potential routes of scalability for Bitcoin, including the potential for a third layer, beyond Lightning
35:20 Comparing Visa’s network to the Lightning network and the argument that Bitcoin does not have a scaling problem
39:26 How Jack Dorsey and Block are working to grow the Lightning network
44:39 The cooperation that exists within the Bitcoin ecosystem and why
49:10 Bitcoin’s role in enabling businesses to reach more people globally
54:38 The comparison of Lightning channels to traditional fiat channels
56:30 Why Bitcoin might be the most inclusive currency
01:00:49 How Bitcoin could be unlocking a new customer that was otherwise unwilling to bank, similar to how Robinhood unlocked a new investor base with lower barriers to entry
01:03:42 The ability to focus on markets that other people are unable to focus on may be one of Bitcoin’s most valuable current features
01:06:15 Obi’s recounting of Gridless, a Kenyan Bitcoin mining company that has transformed villages in Africa
01:10:00 Preston’s comparison of Bitcoin to Mitochondria
01:11:02 Conclusion, and final thoughts from Harry, Preston, Obi, Yassine, Jack and Cathie

Show Notes:

June ARK Invest Bitcoin Monthly – https://twitter.com/dpuellark/status/1676733038674190338
Money Matters Podcast with Jack Mallers and guest Jack Dorsey https://podcasts.apple.com/us/podcast/ep-1-jack-dorsey/id1695949365?i=1000619425244
Ai4ALL Hackathon – https://bolt.fun/tournaments/ai4all/overview To learn more about Bitcoin Park – bitcoinpark.com

Room Temp Superconductor, Ad Spending, Worldcoin | The Brainstorm EP 08 Aug 01, 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, Associate Portfolio Manager Nick Grous and Director of Research, Autonomous Tech & Robotics Sam Korus are joined by ARK Chief Futurist Brett Winton. Together they discuss the possibility of a Room Temperature Superconductor, what we are learning about ad spending from company earnings reports, and Sam Altman’s Worldcoin.

Key Points From This Episode:

Intro
Potential Super Conductor
Ad Spending
Worldcoin

Big Ideas Monday Mini: Bitcoin Jul 31, 2023

Show notes

Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.

We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change.

To learn more, view Big Ideas 2023.

This week’s Big Ideas Monday Mini Episode focuses on Bitcoin.

We believe Bitcoin’s long-term opportunity is strengthening. Despite a turbulent year, Bitcoin has not skipped a beat. Its network fundamentals have strengthened and its holder base has become more long-term focused.

Contagion caused by centralized counterparties has elevated Bitcoin’s value propositions: decentralization, auditability, and transparency.

The price of one bitcoin could exceed $1 million in the next decade.

Sources: ARK Investment Management LLC, 2023. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security or cryptocurrency. Past performance is not indicative of future results.

Meta’s Threads: A Deep Dive with VaynerMedia’s Jon Morgenstern Jul 27, 2023

Show notes

On this episode of FYI, we explore the strategic launch of Meta’s Threads and their significant impact on brands with a keen focus on brand safety. We discuss how large brands tend to be risk-averse and how Twitter’s brand safety issues have made Meta’s Threads appealing for advertisers. We also explore the rise of TikTok as a platform for performance advertising, along with the advantages of Meta’s algorithm for performance advertising. We touch on the success and challenges of brand characters and the importance of authenticity in content. Additionally, we delve into the significance of organic content on TikTok before running ads, the role of social proof, and the rise of retail media and over-the-top (OTT) advertising. We analyze the impact of Threads on brand safety perceptions and the differing perspectives on Threads and Twitter. We also explore the recent announcements of creator funds by Snap and Meta and their implications. We delve into VaynerMedia’s role in digital advertising and their integrated creative and media approach. Finally, we discuss the excitement surrounding Roku’s partnership with Shopify in TV-generated commerce and the potential for targeted advertising based on collected data. Join us as we explore these timely and relevant topics with our guest, Jon Morgenstern.

“It was strategic and very smart timing, at least in the perspective of brands, for Meta to launch threads when they did.” @JonMorgenstern Key Points From This Episode:

Gary Vaynerchuk and VaynerMedia loves being early in social media
Smart timing for Meta’s launch of threads. Brands value brand safety and may pull back due to risk on Twitter
What Threads might offer advertisers
Twitter strategically pressures Meta in creator monetization
Twitter’s future lies in short video
TikTok’s threads and comments generate engagement
Creating successful brand characters is difficult
TikTok drives organic engagement and social proof
Roku’s news with Shopify play buzzes excitement
Possible precedents for multiple players in Threads
Evolving Instagram with new features and integration

Tesla Earnings, Hollywood Strikes, AI Updates | The Brainstorm EP 07 Jul 26, 2023

Show notes

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 and Director of Research, Autonomous Tech & Robotics Sam Korus are joined by ARK Director of Investment Analysis. Together they discuss Tesla Earnings, Hollywood Strikes, and general AI Updates, including Meta’s Llama 2.

Key Points From This Episode:

Tesla Earnings
Hollywood Strikes
AI Updates

Big Ideas Monday Mini: Electric Vehicles Jul 24, 2023

Show notes

Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.

We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change.

To learn more, view Big Ideas 2023.

This week’s Big Ideas Monday Mini Episode focuses on Electric Vehicles.

Investors once questioned whether the future was electric. Demand for EVs has scaled despite a pause in cost declines caused by commodity price shocks. Now investors doubt whether or not the growth will be exponential.

The debate around electric vehicles has shifted from demand to supply. Based on Wright’s Law, ARK forecasts that EV prices will decline and sales will increase more than 7-fold, or 50% at an annual rate, from roughly 7.8 million in 2022 to 60 million units in 2027.

The biggest downside risks to our forecast are supply constraints that could continue to impact pricing and the speed at which traditional automakers transition to electric vehicles.

Sources: ARK Investment Management LLC, 2023. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results.

Bitcoin and the History of Money with Cathie Wood, Ophelia Snyder and Art Laffer Jul 20, 2023

Show notes

When ARK CEO and CIO Cathie Wood was discussing Bitcoin and Digital Assets in general with her mentor and famed economist Dr. Arthur Laffer, he told her that it reminded him of an era before the Federal Reserve existed. This idea spurred Cathie to invite Dr. Laffer on the FYI podcast to further discuss the history of money in general and what Bitcoin’s role in the history of money might be. Alongside Cathie and Art, we are also pleased to welcome Ophelia Snyder, the Co-Founder and President of 21.co, a Cryptocurrency Exchange Traded Product (ETP) provider. In the discussion, Cathie, Art and Ophelia discuss the original idea of centralized money, the economic booms and busts of the past, the transparency of digital assets and much more.

“And the more decentralized and transparent the ecosystem is, the better. The more secure.” @OpheliaBSnyder Key Points From This Episode:

The United States early definition of a dollar
The relatively novel concept of centralized money
A world before the Federal Reserve (Fed) in 1913, and how the Fed changed money
Economic booms and busts in history starting with The Great Depression
How the real economy has changed in the US and globally
What a new Gold-Standard in the world of Digital Assets look like
Art argues for the necessity of a price rule
Stable coins and some of their inherent challenges
Bitcoin’s similarities to Gold
The number of wallets that hold Bitcoin long term
The potentially changing role of the SEC
Why a more transparent and decentralized ecosystem may be beneficial

Please note that 21.co and ARK are unaffiliated entities.

SEC vs. Ripple, Threads Users Drop, SpaceX | The Brainstorm EP 06 Jul 18, 2023

Show notes

This week, Associate Portfolio Manager Nick Grous and Director of Research, Autonomous Tech & Robotics Sam Korus are joined by ARK Crypto Lead Yassine Elmandjra. Together they discuss the SEC Ripple decision, the ongoing Threads and Twitter battle, and the economy of Space, including SpaceX.

Key Points From This Episode:

SEC and Ripple
Twitter vs. Threads
Space Economy Update

Big Ideas Monday Mini: Public Blockchains Jul 17, 2023

Show notes

Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.

We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change.

To learn more, view Big Ideas 2023.

This week’s Big Ideas Monday Mini Episode focuses on Public Blockchains.

In 2022, the contagion from Terra/LUNA, Three Arrows Capital, Celsius, and FTX/Alameda wiped out ~$1.5 Trillion in crypto market capitalization.

Despite the severe downturn, public blockchains continue to foster The Monetary, Financial, And Internet Revolutions. The long-term opportunity for Bitcoin, DeFi, and Web3 is strengthening.

Cryptocurrencies and smart contracts could command $20 trillion and $5 trillion in market value, respectively, during the next ten years.

Sources: ARK Investment Management LLC, 2023. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular or cryptocurrency security. Past performance is not indicative of future results.

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