FYI - For Your Innovation ARK Invest

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

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 modelFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: 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. 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?

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 iPhoneFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: 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 deadFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: 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 innovationsFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public