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. -1 J

    Is Google's Search Monopoly Under Threat? | The Brainstorm EP 67

    Can you imagine a future without Google? 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 competitive landscape of AI search engines and the implications for Google, as well as the emerging business opportunities in curing rare diseases through innovative therapies.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 future of search may involve a shift to AI-driven operating systems.* Google's search dominance is being challenged by AI competitors.* AI search provides more text-rich responses compared to traditional link-based results.* Insurers are willing to pay high prices for cures based on long-term savings.* The market is underestimating the value of one-time treatments compared to ongoing therapies.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

    36 min

  2. -4 J

    What Will Fuel Bitcoin’s Next Leg Of Growth?

    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:Cathie Wood: Founder, CEO and CIO, ARK InvestGrant Gilliam: Co-Founder and Managing Partner, Ten31Barry Deen: CEO, Bitvora Inc.Joe Kelly: Co-Founder and CEO, UnchainedYassine Elmandjra: Director of Digital Assets, ARK Invest Rod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode:00:01:00 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests00:04:09 bitcoin may be at all-time highs (as of October 30, 2024), but it seems like bitcoin attention is no longer at a fever pitch00:12:10 What are the implications of financial regulation on innovation?00:20:13 What are bitcoin infrastructure builders, and bitcoin entrepreneurs thinking about the current state of governmental regulation in the United States?00:26:40 How are the various bitcoin companies converging and working together to accelerate innovation?00:34:42 Why Layer 2s like the Lightning network are critical to advancing bitcoin adoption beyond a savings tool00:41:41 The global adoption of bitcoin is still very low, and simply making it accessible can be its next leg of growth00:53:14 Why does Barry have a saying “Everything is good for bitcoin”?00:57:56 Why does Cathie believe accreditation rules in the United States are un-American?00:59:42 What does the future of bitcoin hold and how might the election impact it?Links Mentioned in this Episode:Learn more about Bitcoin Park: bitcoinpark.com (bitcoinpark.com)Learn more about Bitcoin technology investment firm, Ten31: Ten31.vc (Ten31.vc)Learn more about Bitcoin and Lightning payments API, Bitvora: Bitvora.com (Bitvora.com)Learn more about Bitcoin native financial services company, Unchained Capital: Unchained.com (Unchained.com)

    1 h 8 min

  3. 1 NOV.

    The Future of AI and Drug Development: Insights from Absci’s Sean McClain and Andreas Busch

    In this episode of FYI, Brett Winton and Charlie Roberts sit down with Sean McClain, CEO and founder of Absci, and Andreas Busch, Absci's Chief Innovation Officer, to explore how AI is transforming drug discovery and development, particularly in the biologic space. Sean shares how Absci is using AI to tackle the design problem in drug discovery, unlocking new possibilities for "undruggable" targets. Andreas provides insights into the challenges of translating these advancements into real-world therapies, drawing from his deep experience in Big Pharma. Together, they discuss the role of AI in reducing the time and cost of developing new therapies and its potential to reshape the pharmaceutical landscape.Key Points From This Episode:* The role of AI in addressing previously "undruggable" targets like GPCRs and ion channels.* How Absci’s AI-driven approach has shifted from synthetic biology to designing antibodies and biologics for drug discovery.* The importance of leveraging partnerships with pharma companies like AstraZeneca and Merck to unlock novel biology.* Andreas Busch’s transition from Big Pharma to Absci, emphasizing how smaller biotech companies attract top talent and foster innovation.* AI’s role in shortening drug development timelines and reducing costs, allowing companies like Absci to develop differentiated assets faster.* The blend of best-in-class and first-in-class strategies in Absci’s portfolio, balancing risks in novel biology and proven therapeutic areas.* How AI models are used to design antibodies with specific affinities and predict drug candidates, a first in antibody drug design.* The critical role of integrating domain expertise, such as Andreas’s experience in drug development, into AI-driven drug discovery.* Insights on the future of AI in biology, predicting targets, epitopes, and potential breakthroughs in drug development.* The importance of talent and culture in building cutting-edge biotech companies.s.

    1 h 7 min

  4. 31 OCT.

    Tesla With Tasha | The Brainstorm EP 66

    Will Tesla take over Uber? 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 recent earnings call, highlighting the company's focus on cost reductions and future plans for autonomy and ride-hailing services. They also delve into the advancements in AI agents, particularly Anthropic's new capabilities, and the competitive landscape of AI technology. The conversation wraps up with insights into Meta's product developments and the evolving search engine market.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 earnings exceeded expectations due to aggressive cost reductions.* The company is testing a ride-hail platform with plans to launch next year.* Anthropic's AI models are leading in new capabilities for computer navigation.* Meta's Ray-Ban smart glasses are gaining significant market traction.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

    31 min

  5. 16 OCT.

    Elon's Historic Week: Cybercab And Starship | The Brainstorm EP 65

    It’s a good week to be Elon Musk! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Director Of Investment Analysis & Institutional Strategies Tasha Keeney discuss recent launch of Cybercab, and the successful landing of SpaceX’s starship rocket.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:* SpaceX successfully landed the booster of it’s Starship rocket on this 5th historic launch* Tesla unveiled its Cybercab autonomous taxi and we discuss what it was like to ride in first handFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

    28 min

  6. 10 OCT.

    Unveiling Proteins: The Future Of Single-Cell Proteomics With Professor Nikolai Slavov

    In this episode of FYI, Brett Winton, ARK's Chief Futurist, and Nemo Marjanovic, ARK's Multiomics Analyst, have an in-depth discussion with Professor Nikolai Slavov from Northeastern University. Professor Slalov is the Director of Parallel Squared Technology Institute (PTI). Together they explore the fascinating and complex world of multiomics, focusing on the importance of proteomics in understanding biological processes. Professor Slavov shares his insights on the technological advancements in single-cell proteomics, the challenges in measuring protein interactions, and the critical role of proteomics in drug development. The conversation also delves into the underfunded nature of proteomics research and its potential to revolutionize biopharma R&D and diagnostics.Key Points From This Episode:* Introduction to multi-omics and its relevance in modern biology.* Explanation of the central dogma of molecular biology: DNA, RNA, and proteins.* Overview of Professor Slavov's research on single-cell proteomics and its implications.* Challenges in measuring the dynamic and complex nature of the proteome.* The role of advanced technologies like mass spectrometry in proteomic analysis.* Importance of protein interactions and modifications in cellular functions.* Discussion on the underfunding of proteomics research and its impact on scientific progress.* The potential of proteomics to improve drug development and diagnostic precision.* Advances in AI and data analysis techniques for better understanding protein structures and functions.* Future frontiers in proteomics, including improved technology access and dynamic protein measurements.References:MacCoss, M.J., Alfaro, J.A., Faivre, D.A. et al. Sampling the proteome by emerging single-molecule and mass spectrometry methods. Nat Methods 20, 339–346 (2023). https://doi.org/10.1038/s41592-023-01802-5 Derks J, Jonson T, Leduc A, Khan S, Khoury L, Rafiee M, Slavov N Single-nucleus proteomics identifies regulators of protein transportbioRxiv  doi: 10.1101/2024.06.17.599449 (2024)

    1 h 11 min

  7. 9 OCT.

    Chip-ing away at Nvidia's Dominance? | The Brainstorm EP 64

    Are there any chip makers that can compete with Nvidia? This week, Next Generation Internet Director of Research Frank Downing, and Autonomous Technology and Robotics Director of Research Sam Korus discuss the S1 filing of Cerebras and what that might mean for the AI hardware 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:00:00:00 Intro00:00:52 An Overview of Cerebras, and Their Plans to IPOFor more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public The Rundown: https://podcasts.apple.com/us/podcast/the-rundown/id1726048251To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on:- Twitter: https://arkinv.st/Twitter- LinkedIn: https://arkinv.st/LinkedIn- Facebook: https://arkinv.st/Facebook- Instagram: https://arkinv.st/InstagramDisclosure: http://arkinv.st/39rzF94

    13 min

  8. 2 OCT.

    Buckle Up, Orion Is Taking Us To The Metaverse | The Brainstorm EP 63

    Are Meta's Orion glasses enough to convince you to exist in the metaverse? This week, Director of Research, Next Generation Internet Frank Downing, and Associate Portfolio Manager Nick Grous discuss Meta's recent product launches at Meta Connect, focusing on their AI initiatives, particularly the Llama language models, and the integration of AI into their hardware products like the Ray-Ban glasses. 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:* Meta is open sourcing their Llama models, democratizing access to AI.* The Ray-Ban glasses integrate AI features seamlessly into daily life.* Orion represents a long-term vision for augmented reality.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

    23 min
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À propos

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.

Informations

  • Création
    ARK Invest
  • Années d’activité
    2017 - 2024
  • Épisodes
    295
  • Classification
    Tous publics
  • Copyright
    © Copyright 2024 FYI - For Your Innovation
  • Site web de l’émission
    FYI - For Your Innovation

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