AZ Tech Roundtable 2.0 Matt Battaglia

ARK Invest Big Ideas 2024 Report -
AI, Robotics, Sequencing, Energy & Blockchain
AZ TRT S05 EP16 (231) 4-21-2024 
 
What We Learned This Week:
ARK Invest Big Ideas Report 2024 by Cathie Wood & Team Topics: AI, Robotics, Sequencing, Energy, & Blockchain Impact on technology, economy, & people’s lives Disruptive Innovation will be the driving force in society  
 
Topics: AI, Robotics, Sequencing, Energy, & Blockchain
 
From ARK Invest Website:
The Big Ideas report is a comprehensive study of disruptive technologies, with more than 160 pages of analysis. To learn more about the research, you can visit here.
 

 
https://ark-invest.com/big-ideas-2024
BIG IDEAS 2024
 
 
 
Technological Convergence:
Catalyzed by breakthroughs in artificial intelligence, the global equity market value associated with disruptive innovation could increase from 16% of the total[1] to more than 60% by 2030. As a result, the annualized equity return associated with disruptive innovation could exceed 40% during the next seven years, increasing its market capitalization from ~$19 trillion today to roughly $220 trillion by 2030.
60% The Global Equity Market Value Associated With Disruptive Innovation Could Increase To 60% By 2030
Artificial Intelligence: Scaling Global Intelligence And Redefining Work
The convergence of hardware and software could drive AI training costs down by 75% at an annual rate through 2030.
75% AI Training Costs Should Continue To Fall 75% Per Year
Bitcoin Allocation: Growing The Role Of Bitcoin In Investment Portfolios
During the last seven years, bitcoin’s annualized return has averaged ~44%, while that of other major assets has averaged 5.7%.
44% During The Last Seven Years, Bitcoin’s Annualized Return Has Averaged ~44%.
Bitcoin In 2023: Demonstrating Resilience And Recovery After Challenges In 2022
In 2023, bitcoin’s price surged 155%, reaching $827 billion in market cap.
$827B Bitcoin Reached $827 Billion In Market Cap In 2023
Smart Contracts: Powering The Internet-Native Financial System
If financial assets were to migrate to blockchain infrastructure at a rate similar to the adoption of the internet, and the take rates associated with decentralized financial services were a third those of traditional financial services, smart contracts could generate annual fees of more than $450 billion.
$450B Smart Contract Networks Could Generate Fees Of $450 Billion In 2030
Digital Consumers: Transitioning Toward Digital Leisure
According to ARK’s research, spending on digital leisure should take share from physical options and grow 19% at an annual rate during the next seven years, from $7 trillion in 2023 to $23 trillion in 2030.
$23T Spending On Digital Leisure Could Reach $23 Trillion In 2030
Digital Wallets: Closing The Loop With Two-Sided Networks
According to ARK’s research, closed loop consumer payments, merchant banking, and employee payroll/payments will increase select vertical software platforms' revenues by 22-33% at an annual rate during the next seven years, from $7 billion in 2023 to $27-$50 billion in 2030.[2]
$27B+ Digital Wallets Could Grow Select Vertical Software Platforms' Revenues to $27-$50 Billion In 2030
Precision Therapies: Curing Disease More Efficiently And Less Expensively
Based on ARK's research, the enterprise value of companies focused on precision therapies could appreciate 28% at an annual rate during the next seven years, from ~$820 billion in 2023 to ~$4.5 trillion by 2030.
$4.5T The Enterprise Value Of Companies Focused On Precision Therapies Could Reach $4.5 Trillion By 2030
Multiomic Tools & Technology: Translating Biological Insights Into Economic Value
According to ARK’s research, multiomic tools and technology could reduce research and development (R&D) spending per drug by more than 25%.
25% R&D Spending Could Decline By More Than 25% Thanks To Multiomic Tools And Techn

Best of Clean Energy, EVs & Battery Power
AZ TRT S05 EP15 (230) 4-14-2024 
 
What We Learned This Week
Steve Zylstra of AZ Tech Council on Clean Energy Daniel Tonkopiy of Delfast Bikes on EV bikes Praveen of Monarch Tractor on AI, EVs & Farming Mark Hanchett of Atliss Motors on EV Trucks & Batteries Clean Energy - many Tech Co's working on zero emission plan Delfast E Bikes – smart bike, connects to E Bike, range of 220 miles on 1 charge, & speed of 50 mph, can drive on all different terrain  Monarch Tractor is AgTech working towards a future with Clean Farming Atlis Motors is an Energy Company - Apple of energy – vehicle is their ‘I-Pod’ Revolutionizing the Electric Battery - Lithium, cobalt, copper w/ a Lifespan – 1 million miles or 10 years +  
 

 
Seg 1
 
Clip from 10/30/2022 – w/ Steve Zylstra, President / CEO AZ Tech Council
Replay Seg. 4 – on Clean Energy and tech
FULL SHOW: HERE
 
Guest: Steve Zylstra, President / CEO AZ Tech Council
https://www.aztechcouncil.org/
https://www.aztechcouncil.org/kfnx_july2021/
 
Steve Zylstra of AZ Tech Council joins BRT to talk all things technology in the Valley. The Arizona Technology Council is one of the largest technology-driven trade associations in North America, with over 850 members and growing, the only organization specifically serving technology companies statewide. They protect innovators and truly believe that technology moves all of us forward; and are dedicated to the future of Arizona.
 
Steve Zylstra advocates for AZ tech, as well as his recurring writing about the industry. Steve, and the Council are a major source for updates on technology, business growth, and what legislation is being drafted.
 
 
Seg 2
 
Clip from 9/18/2022 – w/ Daniel Tonkopiy, CEO, Delfast Bikes    
Replay Seg. 4 – on VC Funding and competition
FULL SHOW: HERE
 
Guest: Daniel Tonkopiy, CEO, Founder, Chairman Delfast Bikes
https://us.delfastbikes.com/
Daniel Tonkopiy is founder and chief executive officer of Delfast, Inc. Daniel is a serial entrepreneur with more than 20 years of successful business experience. His previous entrepreneurial endeavors include best.ua, a Ukrainian business reviews service; X-Rift, an augmented reality mobile game; and Million Dollar Startup, a Kyiv-based startup school.
In 2014, Daniel set out to transform the future of transportation and combat climate change with Delfast’s innovative E-bikes. He has since grown the company into a disruptive global e-bike leader that holds a Guinness World Record for greatest distance (228 miles) traveled on a single charge. In addition to Delfast, Daniel also serves as a business and entrepreneurial mentor for MiniBoss School, Startup Ukraine, and the Central Asia FLEX business program. He is an author, a former radio host, and is a dynamic and sought-after speaker inspiring entrepreneurs and sustainability enthusiasts globally at more than 50 conferences to date. Daniel holds a Bachelor’s degree in International Economic Relations from Kazakh Economic University.
 
Delfast Bikes
ECO-FRIENDLY - No air emissions and subsequently ― negative impact on environment.
SIGNIFICANT RANGE - In-house developed Battery Management System allows to travel up to 370 km on a single charge.
RELATIVELY CHEAP - We help to save your money for expensive fuel and insurance.
LESS STRESS, MORE FREE TIME - Delfast bike is the best choice to avoid annoying traffic jams.
CONVENIENCE - You can easily switch on bicycle mode and do sports when you want; and use e-bike mode when you are tired.
 
 
 
Seg 3
 
BRT S03 EP23 (122) 6-5-2022 –
Monarch Tractor Brings AgTech to Farming w/ Praveen Penmetsa
 
Guest: Praveen Penmetsa - CEO of Monarch Tractor
https://www.linkedin.com/in/praveenpenmetsa
 
https://www.monarchtractor.com/leadership.html
 
Praveen

Opening Day - Gambling & Charlie Hustle w/ Keith O’Brien + History of the World Series by Tyler Kepler NYT Baseball Writer
AZ TRT S05 EP14 (229) 4-7-2024 
 
What We Learned This Week
Gambling Scandal parallels of Pete Rose vs Dodger’s Shohei Othani Charlie Hustle the icon - Rise & Fall Business of Baseball - Drafting Players to Analytics & how the Game has evolved History of the World Series - Did Babe Ruth call his shot?  
Guest: Keith O’Brien 
Website: https://keithob.com/
 
 
 
Keith is the New York Times best-selling author of Paradise Falls, Fly Girls, and Outside Shot, a finalist for the PEN/ESPN Award for Literary Sports Writing, and an award-winning journalist. O’Brien has written for The New York Times, The Atlantic, The Washington Post, and Politico, and his stories have also appeared on National Public Radio and This American Life. He lives in New Hampshire.
 
 
 
About the Book
“CHARLIE HUSTLE: The Rise and Fall of Pete Rose, and the Last Glory Days of Baseball”
 
Pete Rose bounded out of the dugout like a hurricane spinning unfettered through the world. He slid head-first into bases in a mist of dust and fury. He sprinted out walks like a teenager. He was loud. Brash. Supremely confident. Entirely focused. He approached every game with ferocity and raw emotion—often like he was in the middle of a bar room brawl—and endeared himself to the fans because of it. He seemed to manufacture runs out of pure will power. He racked up mind-boggling stats and awards and streaks and wins and pennants and titles with seeming ease. When his team needed clutch hits, he provided them. When glory was 90 feet away, he reached for it. He bowled over catchers at home plate, shouted at pitchers to intimidate them, and ripped through middle infielders to break up the play. He would beat them all. One way or another. Pete Rose would never back down. Could never back down.
 
This spring, author Keith O’Brien and Pantheon Books will present the gritty and gripping new biography of the flawed legend—baseball’s tragic character—the man who could never return to the game he lived to play: “CHARLIE HUSTLE: The Rise and Fall of Pete Rose, and the Last Glory Days of Baseball” (Pantheon Books, March 26, 2024). It is a story unlike any other in baseball history. A story of virtuosity and success; addictions and secrets; recklessness and many missed opportunities for salvation. 
 
For over 25 years in Major League Baseball—from 1963 to 1989—Pete Rose was the sport’s unquestioned hero on the field. He was the heart of the Big Red Machine dynasty in Cincinnati. Rookie of the Year in 1963. MVP in 1973. He won three batting titles. Two gold gloves. Six National League pennants. Three World Series titles. He was named to 17 NL All-Star games at five different positions. He became the all-time hit king in the process, surpassing the legendary Ty Cobb. He was extraordinary while seemingly ordinary in equal measure, and the fans loved him for what they knew to be true. Pete Rose wasn't physically gifted or a particularly special athlete. He was like the rest of us. He was Charlie Hustle. The American Dream in red stirrup socks. Baseball personified. With bat in hand, Pete Rose was the hero, forever young, forever relevant, but a storm was coming.
 
Yes, Rose was both a miracle and a disaster. His opponents viewed him with both reverence and disdain. While some of them believed that his Charlie Hustle routine was a joke or that his aggressive antics were just plain dangerous, they respected his greatness and his longevity in the game. There was no doubt that he often came off as uneducated, unpolished, boorish, and rude, but most figured that he had earned the right to his “unique” perspective over the years. But then the rumors started to circulate that he was mingling with an unsavory crowd. Shady characters that included well-known

Big Data, AI, + Psychographics – How Amazon, Google & Other Big Tech Keep You on Their Platform Revisited w/ Manu Aggarwal
- AZ TRT S05 EP13 (228) 3-31-2024
 
What We Learned This Week:
Netflix, FB, Amazon, Microsoft, Apple, Google/YT – Tech co’s track all your data, create your profile and serve you what you like and connect you with others of the same interest and feed more interesting data. AI uses a Recommendation Model – you bought this, so you’ll like this. This model is 100x smarter now than years ago (getting smarter) and goes deep down the data mine Psychological Tricks by software try to keep you on the platforms through notifications, messages, emails, and more tracking  
 
Guests: Manuj Aggarwal
https://manujaggarwal.com/  
https://www.TetraNoodle.com
 

 
Manuj joins BRT to talk about engineering Big Data and AI for growth, to give us actionable insights from data, cyberspace, cloud adoption, on customer analytics & psychographics. So much of tech is inter-connected from AI to The Cloud to data analytics to solution architecture, and design in Software
Manuj is a 20 year tech consultant with an extensive background in software and AI. His resume is vast, consulting, tech, software, patents, author, courses, and more. Manuj is originally from India of humble means, worked thru the Dotcom Bubble (lost his job), and now runs his own company, Tetranoodle with a office in Canada. The clients list is a who’s who of tech, including Microsoft, IBM, and ING. His company has grown from 5 employees to nearly 30 in the last 2 years. You can also listen to his podcast – Bootstrapping Your Dreams, and a YT channel with business advice.
Cloud Computing to process data has changed the game on Data. We don’t need huge computer anymore. Moore’s law has shown that computers get faster, while costs come down. CPU Processors are very fast and use 1 computer vs. many computers in a room in past.
 
Algorithms of today have gotten smarter, doing things that could not be done 20 years ago. AI/Algorithms are always improving, learning, they try, then fail, and learns more. It gets faster, and better. This model is 100x smarter now than years ago, and goes deep on data mining.
Netflix, FB, Amazon, Microsoft, Apple, Google/YT – Tech company’s track all your data, create your profile and serve you what you like and connect you with others of the same interest. Then they feed more interesting data. This is done thru their Recommendation Model – ‘you bought this, so you’ll like this’.
The power of the FB lookalike audience – take 500 people on your list, and can match 1000 characteristics of 2 billion FB users. Tech uses Psychological tricks to try to keep you on the platform through notifications, messages, emails, and more tracking.
Per Manuj, the news over-blows the big tech data topic. We all use FB, Google and other tech sites for free. The price is your data. This data is being organized to enhance your experience and help you. Privacy – people usually do not comprehend how data privacy really works and constant trade off to use this technology. Manuj is working on projects to use AI to bring people together – tech can help bring people closer and get new opportunities. People adapt to tech and new jobs – future of work.
 
 
 
 
Tech Topic:
https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science
 
Best of Tech:
https://brt-show.libsyn.com/size/5/?search=best+of+tech
 
 
Investing Topic:
https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement
 
 
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
 
 
Thanks for Listening.
Please Subscribe to the BRT Podcast.
 
 
AZ Tech Roundtable 2.0 with Matt Battaglia
The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights

Diagnostics in Life Sciences is the Key to Healthcare w/ Mara Aspinall of Illumina Ventures 
AZ TRT S05 EP12 (227) 3-24-2024 
 
What We Learned This Week
Diagnostics is the key to healthcare, identifying medical issues and designing the right treatment for the patient Five Levels of Diagnostics – Screening, Diagnosis, Prognosis, Interacting, & Monitoring Illumina Ventures is a life sciences venture capital firm with 35 companies in their portfolio Their investment companies deal in genomics, cancer testing, telehealth, at home testing & more Future of Biotech will be impacted by both AI and Nanotech  
 
Guest: Mara G. Aspinall, Partner, Illumina Ventures 
https://www.illuminaventures.com/
President and CEO, Health Catalysts Group Board Member of AZ Bio - https://www.azbio.org/
 
Mara Aspinall is a healthcare industry leader and pioneer with a commitment to civic involvement.  

 
She is a Partner at Illumina Ventures, an independent, global healthcare venture capital firm focused on genomics and precision health investing including diagnostics and therapeutic products. Aspinall has deep roots in venture investing, having co-founded BlueStone Venture Partners in 2017. BlueStone has a strong portfolio of diagnostic, medical device, and digital health companies in the U.S. Southwest.

Throughout her career, Aspinall has spearheaded initiatives to educate payers and policymakers on genomics and personalized medicine. She publishes the popular Sensitive and Specific: The Testing Newsletter and the annual Diagnostics Year in Review. This commitment to expanding knowledge inspired Aspinall to create and co-found the Biomedical Diagnostics master’s degree program at Arizona State University, the only program dedicated exclusively to diagnostics, genetics, and genomics.
Previously, Aspinall was President and CEO of Ventana Medical Systems, a billion-dollar division of TheRoche Group, (now Roche Tissue Diagnostics), a worldwide leader in the development and commercialization of tissue-based cancer diagnostics, where she led more than two dozen major instrument and assay launches and helped position the company as a global leader in companion diagnostics. Aspinall spent 13 years at Genzyme Corporation, where she served as President of Genzyme Genetics and Genzyme Pharmaceuticals. Aspinall transformed the business from a small, specialized player to one of the top five laboratories in the U.S. while setting the industry standard for quality testing. The business was sold to LabCorp for $1 billion in 2010. Aspinall also served as Founder and CEO of On-Q-ity, a start-up diagnostic company dedicated to circulating tumor cells.
During the pandemic, Aspinall emerged as a national authority on COVID testing, serving as the principal investigator at Arizona State University on grants from The Rockefeller Foundation, creating TestingCommons.com and EvidenceCommons.com – internationally recognized interactive databases on COVID diagnostics and related research and clinical applications.
Aspinall was named Arizona Biosciences Leader of the Year by the Arizona Bioindustry Association and one of “100 Most Inspiring People in Life Sciences” by PharmaVOICE magazine. Aspinall has extensive board experience. She has served on multiple public and private company boards in leadership roles over the last ten years. She is currently Chair of the Board of OraSure (OSUR) and Chair of the Nominating & Governance Committee of Castle Biosciences (CSTL). She also serves on the board of BlueCross BlueShield of Arizona.
She holds an MBA from Harvard Business School, a BA in International Relations from Tufts University, and is certified in Cybersecurity Oversight from Carnegie Mellon/NACD.
 
 
Notes:
 
Seg 1
All of life sciences and biotech is healthcare. Diagnostics is the central organizing portion in healthcare, and consists of testing if needed. There are five (5) levels

Crossing the Chasm & Tech Adoption Revisited w/ Geoffrey Moore
AZ TRT S05 EP11 (226) 3-17-2024
 
Things We Learned This Week
•      Crossing the Chasm book (1990) has become part of the lexicon for Tech Industry knowledge, mass influence on Tech CEOs last 25 years, constant references
•      Chasm – early market vs. mainstream market
•      5 Stages of Adoption – Innovators, Early Adopters, Early Market Pragmatists, Late Majority, Laggards
•      Win tech ‘primaries’, win some ‘beachheads’ & create whole niche market – get mainstream market to create momentum to the point everyone wants the product
•      Legacy Co’s fail to make tech turn, because they lose money in short term shifting to new disruptive tech away from mature industry that brings in bulk of profits $
 
 
Guest: Geoffrey Moore
http://www.geoffreyamoore.com/
https://www.linkedin.com/in/geoffreyamoore/
https://twitter.com/geoffreyamoore
 
Bio:
Managing Director, Geoffrey Moore Consulting
Venture Partner, Wildcat Venture Partners
Chairman Emeritus, TCG Advisors, Chasm Institute and The Chasm Group
Member of the Board of Directors of several pre-IPO Companies


Books – Crossing the Chasm, Zone to Win, Inside the Tornado, The Infinite Staircase, Escape Velocity & more…
 

 

Geoffrey Moore is an author, speaker, and advisor who splits his consulting time between start-up companies in the Wildcat Venture Partners portfolios and established high-tech enterprises, most recently including Salesforce, Microsoft, Autodesk, F5Networks, Gainsight, Google, and Splunk.
Moore’s life’s work has focused on the market dynamics surrounding disruptive innovations. His first book, Crossing the Chasm, focuses on the challenges start-up companies face transitioning from early adopting to mainstream customers. It has sold more than a million copies, and its third edition has been revised such that the majority of its examples and case studies reference companies come to prominence from the past decade. Moore’s most recent work is the, The Infinite Staircase, a bold new book, high-tech’s best-known strategist makes a seminal contribution to the search for meaning in a secular era.

Two questions fundamental to human existence have always been the metaphysical “where do I fit in the grand scheme of things?” and the ethical “how should I behave?” Religion is no longer a source of answers for many people, and nothing has replaced it.
Irish by heritage, Moore has yet to meet a microphone he didn’t like and gives between 50 and 80 speeches a year. One theme that has received a lot of attention recently is the transition in enterprise IT investment focus from Systems of Record to Systems of Engagement. This is driving the deployment of a new cloud infrastructure to complement the legacy client-server stack, creating massive markets for a next generation of tech industry leaders.
Moore has a bachelors in American literature from Stanford University and a PhD in English literature from the University of Washington. After teaching English for four years at Olivet College, he came back to the Bay Area with his wife and family and began a career in high tech as a training specialist. Over time he transitioned first into sales and then into marketing, finally finding his niche in marketing consulting, working first at Regis McKenna Inc, then with the three firms he helped found: The Chasm Group, Chasm Institute, and TCG Advisors. Today he is chairman emeritus of all three.
 
Notes:
Crossing the Chasm book
Crossing the Chasm, Take Two: Growing to Scale in B2B2C Markets
Crossing the Chasm (1990) has become part of the lexicon for Tech Industry knowledge, mass influence on Tech CEOs last 25 years, constant references
5 Stages of Adoption – Innovators, Early Adopters, Early Market Pragmatists, Late Majority, Laggards
Disruptive Innovation – is created & e