FYI - For Your Innovation

ARK Invest
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FYI - For Your Innovation

The FYI - For Your Innovation Podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs. Hosted by ARK Invest, ARK and guests provide a unique perspective on how to best understand disruptive innovation.

  1. 14 HR AGO

    Is Quantum Computing A Threat To Bitcoin? | Bitcoin Brainstorm 15

    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 host 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:Cathie Wood: Founder, CEO and CIO, ARK InvestMatt O’Dell: Managing Partner, Ten31 and Co-Founder, Bitcoin ParkAdam Back: CEO, BlockstreamMatt Corallo: Open Source Engineer, SpiralFrank Downing: Director of Research, Next Generation Internet, ARK InvestRod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode: * Insights into the quantum computing threat to bitcoin and how close we are to its impact.* Key advancements in post-quantum cryptography and Bitcoin’s preparedness.* Evolution and future potential of the Lightning Network.* Exploring the intersection of bitcoin with stablecoins like Tether on Tron and their implications.* Reflections on bitcoin’s adoption trends in 2024, including institutional engagement and emerging markets.* Highlighting non-protocol advancements, such as user-friendly wallets and tools for self-custody.* The growth of Nostr and its integration of bitcoin payments via Lightning.* Bitcoin’s future as a global financial base and the pragmatic steps needed for broader adoption. Links Mentioned in this Episode: * Learn more about Bitcoin Park: bitcoinpark.com (https://publish.blubrry.com/s-1044667/episodes/e-133519532/edit/bitcoinpark.com)

    1h 10m

  2. 26/12/2024

    Best Of 2024

    On this year’s final episode of FYI, we will be taking the opportunity to highlight some of the best moments from throughout the year. While we are grateful for every single guest that has joined the For Your Innovation podcast, here is a compilation of some of our favorite moments.Key Points From This Episode:* SoFi CEO Anthony Noto explains how he managed to diversify SoFi’s product line from beyond it’s start as a student loan platform, and why Anthony felt he needed to purchase the rights to a stadium to grow SoFi's business.* NBA stars Andre Iguodala and Evan Turner talk about their early intellectual pursuits in financial literacy, and how they parleyed their experience as NBA athletes into the world of venture capital.* OpenAI CFO, Sarah Friar, discusses the scope of the AI opportunity and how OpenAI is just getting started.* Jack Dorsey explains the importance and implications of bitcoins open source nature, and how it’s truly a disruptive innovation.* Shopify’s president, Harley Finkelstein, explains the rise of entrepreneurship globally, the critical role of AI in reducing barriers for entrepreneurs, and Shopify’s vision for the future.

    49 min

  3. 18/12/2024

    Quantifying Quantum Computing And AI Drug Development | The Brainstorm EP 72

    Is quantum computing the next big thing? 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 advancements in quantum computing and AI drug discovery. They discuss Google's recent quantum chip announcement, the challenges of scaling quantum technology, and the potential applications in drug discovery. The conversation shifts to the partnership between GlaxoSmithKline and Relation Therapeutics, highlighting the promise of AI in revolutionizing drug development processes, reducing costs, and improving efficiency. The episode concludes with insights on the future of drug development and the potential for significant market changes in the pharmaceutical industry.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:* Quantum computing is still 15 years away from commercial viability.* AI is transforming drug discovery, making it faster and cheaper.* AI drug discovery could reduce development costs to $600 million.* The future of healthcare may focus on curing diseases rather than just treating them.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

    31 min

  4. 13/12/2024

    Tasha's Take On Tesla's FSD 13 | The Brainstorm EP 71

    How good is Tesla autopilot? 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 to discuss Tesla's latest advancements in full self-driving (FSD) technology, particularly focusing on version 13. The conversation highlights the skepticism surrounding the launch, the infrastructure needed for a successful Robotaxi service, and the potential for a fleet model. The episode concludes with insights on the commercialization timeline and market impact of Tesla's innovations.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:* Tesla's FSD version 13 is a significant step towards full autonomy.* Remote operators may be used to assist during the initial launch.* Tesla's vertical integration gives it a competitive edge over rivals.* Market dynamics may shift significantly with the introduction of Robotaxi services.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

    22 min

  5. 12/12/2024

    OpenAI CFO Sarah Friar

    In this episode of FYI, Brett Winton and Cathie Wood engage in a discussion with Sarah Friar, CFO of OpenAI. Together, they delve into the transformative potential of AI and its economic implications. Sarah shares her journey from leading roles at Salesforce and Square to her current position at OpenAI, and offers a unique perspective on AI as a platform shift akin to the advent of cloud computing. The conversation explores the advancements in AI models, the concept of agentic systems, and the strategic priorities OpenAI is adopting to accelerate progress toward Artificial General Intelligence (AGI). They also discuss OpenAI's approach to cost reductions, capital allocation, and staying at the frontier of innovation in a rapidly evolving tech landscape. Don’t miss this fascinating episode about the profound implications of AI on industries, economies, and daily life.Key Points From This Episode:* Sarah Friar's career journey and her transition to OpenAI.* The valuation of OpenAI and the economic potential of AI-driven productivity.* AI's potential as a transformative platform shift, similar to cloud computing.* How OpenAI balances gross margin focus with pricing strategies for ubiquity.* Advancements in AI models, including reasoning capabilities and agentic systems.* OpenAI's strategic capital allocation decisions in a fast-evolving tech landscape.* The economic and technological advantages of staying at the forefront of AI innovation.* Discussion on global competition, with a focus on European regulatory challenges.* AI as a natural language-driven operating system for technological interfaces.* Predictions for AI's role in solving complex global challenges and accelerating innovation.

    1h 1m

  6. 05/12/2024

    The Intersection Of AI And Multiomics In Healthcare With Harvard Professor Dr. Mahmood

    In this episode of FYI: For Your Innovation, ARK’s Chief Futurist Brett Winton and ARK Analyst Nemo Despot chat with Harvard Professor Dr. Mahmood, a trailblazer in computational pathology. Together, they explore how AI and multiomics are reshaping healthcare and drug discovery. The discussion spans the transformative potential of combining data modalities like histology, genomics, and molecular profiling with advanced AI models. Dr. Mahmood shares his journey into computational pathology and highlights breakthroughs in applying machine learning to diagnostics and drug discovery. They also delve into the regulatory landscape, the transition from analog to digital pathology, and how foundational models are accelerating innovation. This episode offers a glimpse into the near future of healthcare, where AI-driven insights enable more predictive, personalized, and efficient medicine.Key Points From This Episode:* An introduction to multiomics: integrating biological data like DNA, RNA, and protein for deeper insights.* The role of computational pathology in transforming diagnostics and drug discovery.* Challenges and opportunities in transitioning pathology from analog to digital systems.* How AI models are enhancing outcomes in diagnostics and therapy predictions.* Real-world applications of AI in clinical trials and drug discovery pipelines.* Regulatory and reimbursement hurdles in adopting digital and AI-driven pathology.* Insights into foundational AI models and their application in healthcare.* Examples of how multimodal data enhances disease discovery and treatment development.* The future of diagnostic healthcare using specific AI models trained on biological data.* Predictions on the pace of AI advancement in medical research and clinical practice.

    53 min

  7. 29/11/2024

    What Is An Autonomous Lab? | The Brainstorm EP 70

    Will PhD students still exist in the future? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nicholas Grous are joined by ARK Analyst Nemo Marjanovic to discuss the transformative potential of autonomous and decentralized science in drug discovery. Nemo discusses how AI and robotics are revolutionizing research processes, making them more efficient and cost-effective. The discussion also highlights the challenges faced in clinical trials and the role of blockchain technology in decentralizing research funding. The episode concludes with insights into the future of genomics and the innovative companies leading the charge in this space.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:* Autonomous science combines AI and robotics to enhance research and can significantly speed up the drug discovery process.* Clinical trials represent the largest cost in drug development.* Companies like Recursion and Tempus are leading innovations in genomics.* The future of drug discovery may resemble an app store model.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

    18 min

  8. 21/11/2024

    Empowering Entrepreneurs: AI And Shopify’s Vision With Harley Finkelstein

    In this episode of FYI, ARK Chief Futurist Brett Winton and ARK Associate Portfolio Manager Nicholas Grous engage with Harley Finkelstein, President of Shopify, to explore the transformative role of technology and AI in empowering entrepreneurship and shaping the future of commerce. Harley highlights Shopify’s commitment to leveling the playing field for entrepreneurs worldwide, from its origins as an e-commerce platform to its evolution as a comprehensive retail operating system. They explore how Shopify is enabling seamless global commerce, leveraging generative AI for merchant success, and fostering innovation through partnerships and ecosystem development. Harley also shares insights into the increasing democratization of entrepreneurship, the rise of agentic shopping behavior, and the company’s vision of creating tools that scale with businesses, from startups to iconic global brands.Key Points From This Episode:* Shopify's growth highlights from Q3, including 24% gross merchandise value (GMV) growth and expanded free cash flow margins.* The rise of entrepreneurship globally and Shopify's role in fostering it across diverse industries and geographies.* Shopify’s strategy in supporting both small businesses and large enterprises without compromising on its core values.* The critical role of AI in reducing barriers for entrepreneurs, from product photography to customer interaction.* The emergence of agentic shopping behaviors powered by AI and Shopify’s tools like shop.ai to enhance customer experience.* Strategic decisions in balancing in-house development versus partnerships with companies like Stripe, Affirm, and OpenAI.* The importance of internationalization and customization in addressing consumer preferences in 175+ markets.* Shopify’s transition from an e-commerce provider to a global retail operating system for businesses of all sizes.* Success stories of merchants scaling with Shopify, from Gymshark to Mattel Creations and beyond.* Shopify's vision for the future: democratizing access to tools historically reserved for the largest brands.

    44 min
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Ratings & Reviews

4.3
out of 5
7 Ratings

About

The FYI - For Your Innovation Podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs. Hosted by ARK Invest, ARK and guests provide a unique perspective on how to best understand disruptive innovation.

Information

  • Creator
    ARK Invest
  • Years Active
    2017 - 2025
  • Episodes
    300
  • Rating
    Clean
  • Copyright
    © Copyright 2025 FYI - For Your Innovation
  • Show Website
    FYI - For Your Innovation

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