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.
Episodes
Is SpaceX Coming For Your Phone Bill? | The Brainstorm 153
In this episode of The Brainstorm, Sam, Nick, and Brett open on OpenAI’s release of 722 mathematical proofs and the one subject conspicuously missing from it, cryptography. Brett argues the nearer term threat to crypto is AI rather than quantum computing, and that the danger sits not in the cryptographic primitives but in everything built around them, from self-custody hardware to the exchanges no
Starship Reached Orbit. Here's the $1B-Revenue-Per-Launch Math | The Brainstorm 152
In this episode of The Brainstorm, Sam, Nick, and Brett work through OpenAI DevDay, where one of the most interesting announcements was the one that never shipped. Ultra Ultra Fast did not reach public availability because the inventory was reportedly sold out to Jane Street, which is paying something like $200 billion per gigawatt for it, several times what Anthropic pays to rent capacity from Sp
Building A Nuclear Plant That Can’t Melt Down
In this episode of FYI, Daniel Maguire and Tasha Keeney speak with J. Clay Sell, CEO of X-energy, about the company’s approach to reinventing nuclear power with advanced small modular reactors. Sell explains X-energy’s TRISO fuel and helium-cooled reactor design, why the company believes safety and repeatable construction can drive nuclear costs lower, and how regulatory reform is accelerating dep
Zuckerberg Admits He Got It Wrong | The Brainstorm 151
In this episode of The Brainstorm, Sam, Nick, and Brett unpack Meta Connect, where Muse quietly replaced the metaverse as Zuckerberg’s vision for the company. Nick walks through the hardware spread, from audio-only Ray-Bans with no camera, to a 100 gram VR headset at $1,300 that outspecs the Vision Pro at a third of the price, to the Muse Charm, a Tamagotchi-style agent device shipping for the hol
Amazon Just Blocked AI Shopping. Shopify Opened Up | The Brainstorm 150
In this episode of The Brainstorm, Sam, Nick, and Brett dig into the opening shots of the AI shopping wars. Amazon blocked Meta’s Muse from crawling its site to protect a $70 billion advertising business, while Shopify did the opposite and opened Shop Pay and its agent-ready catalog to the same model. Nick argues Amazon is making a mistake and will have to reverse course the moment Walmart or Targ
Bitcoin’s Biggest AI Test Has Arrived
In this episode of Bitcoin Brainstorm, Rod Roudi, Cathie Wood, and Lorenzo Valente are joined by Rob Hamilton, Seth For Privacy, and Dhruv Bansal to discuss how rapidly advancing AI models are changing cybersecurity and Bitcoin security. The group examines the Coldcard vulnerability, the growing capabilities of open-weight models, and the resulting shift in the balance between attackers and defend
Elon Musk, Sam Altman, And Dario Amodei All Agree… | The Brainstorm 149
In this episode of The Brainstorm, Sam, Nick, and Brett dig into Dario Amodei’s open letter calling on frontier labs to pace themselves, a position Elon Musk and Sam Altman both signaled agreement with. Brett argues the real risk is not extinction but agentic swarms mangling digital infrastructure that was never hardened for them, and that slowing the public frontier may hand closed labs both a wi
Elon Musk’s Event Almost Nobody Was Invited To | The Brainstorm 148
In this episode of The Brainstorm, Sam and Brett unpack Tesla’s Cybercab launch, a two-seat vehicle with no steering wheel and no pedals that Brett believes can operate at roughly 25 cents a mile, a level at which Waymo may not be able to stay gross profitable. They settle the debate over why Tesla would sell Cybercabs at all instead of owning the fleet outright, and what a 4.5x jump in robotaxi a
Why Some Of America’s Biggest Brands Are Going Driverless
Gautam Narang built India’s first customized humanoid robot as a teenager — then walked away from humanoids because they were nowhere near commercial. Today his company, Gatik, runs fully driverless trucks 24/7 across Texas, Arkansas, and Arizona for PepsiCo, Kroger, and Loblaw: dock to dock, no safety driver, no observer, no required remote monitoring. He tells Tasha Keeney and Daniel Maguire why
Elon Musk's $1 Trillion Chip Factory | The Brainstorm 147
In this episode of The Brainstorm, Sam and Brett unpack SpaceX’s $100 billion Louisiana buildout, one of the largest infrastructure projects in history, and why the returns on Starlink, AI satellites, and terrestrial data centers could pull capital away from everything else. Brett makes the case for an “AI riptide”: if AI infrastructure underwrites a $30 trillion knowledge work opportunity, borrow
Moderna's Cancer Vaccine May Cut Deaths In Half | The Brainstorm 146
In this episode of The Brainstorm, Sam, Nick, and Brett break down Merck and Moderna’s positive Phase 3 results for a personalized mRNA cancer vaccine, a treatment custom-built from each patient’s own tumor that cut mortality from advanced melanoma by roughly 50% versus the standard of care. The team digs into cost, manufacturing scale, and why the capital poured into mRNA during COVID may be payi
Anthropic Is The Fastest Growing Software Company Ever | The Brainstorm 145
In this episode of The Brainstorm, Sam and Frank dig into the rumors of a multi-trillion-dollar Anthropic initial public offering (IPO). A company that started the year at $9 billion in run rate revenue may now be approaching $70 billion, adding more than a whole Salesforce in revenue in less than a year. The team walks through what a $2 trillion valuation would actually imply, why that multiple c
OpenAI's Agents Hacked Their Way Out | The Brainstorm 144
In this episode of The Brainstorm, Sam, Nick, and Brett break down what may be a watershed moment for AI: OpenAI’s agents devised their own secret communication scheme, hacked out of their training sandbox, and attacked Hugging Face in search of test answers. The team debates what swarms of autonomous agents mean for cybersecurity, why the coming wave of open-source attackers could drive more spen
Could China Block A Rumored Tesla-SpaceX Merger? | The Brainstorm 143
In this episode of The Brainstorm, Sam and Nick and Brett discuss whether Tesla’s Shanghai factory could derail a rumored Tesla-SpaceX merger, and why both expect an announcement before the end of the year. Then, the team turns to AI economics: a benchmark that no model could crack at any price in January can now be beaten for 15 cents per task. With costs collapsing 99.99% on an annualized basis,
Why AI May Need Bitcoin
In this episode of Bitcoin Brainstorm, Rod Roudi is joined by Cathie Wood, Lorenzo Valente, Steve Lee, Jesse Posner, and Paul Itoi to examine the growing convergence of Bitcoin, artificial intelligence, and energy. The group explores whether agents will settle in Bitcoin or stablecoins, why self-custodied AI could become essential for individuals and companies, and how open models, distributed com
The Age Of Free Food Delivery: Manna Air Delivery With Bobby Healy
In this episode of FYI, Tasha Keeney and Daniel Maguire sit down with Bobby Healy, founder and CEO of Manna, to examine the rapidly expanding drone delivery market. Bobby explains how Manna’s autonomous aircraft can deliver food and other goods within minutes, why its hot-swap architecture supports high-volume operations, and how regulation is opening the US market. They also discuss the operation
SpaceX's Starship Flight 13 + Kimi K3 Freakout | The Brainstorm 142
In this episode of The Brainstorm, Tasha Keeney, Nicholas Grous, and Brett Winton uncover how SpaceX's latest Starship test flight is revolutionizing space travel, slashing launch costs, and how this potentially unlocks new commercial opportunities. Plus, a deep dive into AI’s rapid evolution, cost declines, and the real race behind the frontier of intelligent models.Key Points From This Episode:W
Can China’s Kimi K3 Beat OpenAI, Anthropic, And Grok? | The Brainstorm 141
In this episode of The Brainstorm, Sam and Nick are joined by Frank Downing to discuss the shifting future of AI models. Most AI companies are focusing on smarter models, but the real game-changer may be how efficiently we run them — and how that shifts market power. When the biggest open source model ever, Kimi K3, launches with 2.8 trillion parameters, it challenges the economics of AI infrastru
How Businesses Can Gamify Loyalty With Lucra's Dylan Robbins
In this episode of FYI, Brett Winton hosts Dylan Robbins, founder and CEO of Lucra Sports, to discuss how white-label gamification is reshaping brand loyalty. Dylan traces Lucra's evolution from a peer-to-peer sports betting app built at Stanford Business School into an enterprise software platform that powers leaderboards, challenges, tournaments, payments, and compliance for brands across fitnes
What Is The Best AI Model In 2026? | The Brainstorm 140
In this episode of The Brainstorm, Brett, Sam, and Nick are joined by Frank Downing to break down how OpenAI, Anthropic, Meta, and X are competing on performance, pricing, and deployment strategy as the AI market gets more efficient. Frank Downing explains why the economics of AI matter as much as the benchmarks, while Brett Winton argues the true “iPhone moment” for agentic AI may still be ahead.
Did Tesla Just Release The “Perfect" Car? | The Brainstorm 139
In this episode of The Brainstorm, Brett and Sam are joined by Daniel Maguire to discuss Tesla’s Model Y L and what it could mean for family buyers and robotaxi strategy, plus Rocket Lab’s acquisition of Iridium and the growing importance of satellite bandwidth and launch capacity. The conversation also dives into the state of frontier AI models and open source vs. closed systems.Key Points From T
SpaceX Starfall And Apple Price Hikes | The Brainstorm 138
In this episode of The Brainstorm, Brett, Sam, and Nick discuss SpaceX’s Starfall, a new orbital delivery concept that could move cargo anywhere on Earth at extraordinary speed and open up new possibilities for military logistics and space manufacturing. The team also breaks down why Apple is raising prices as memory costs surge across the hardware industry, driven by AI demand and constrained Dyn
Some Of The Smartest World Cup Bets Weren't In Sportsbooks | The Brainstorm 137
In this episode of The Brainstorm, Brett, Sam, and Nick explore the future of prediction markets, cutting-edge medical AI, and the surprising power of global events to reshape financialization. You’ll discover how the World Cup has catapulted prediction markets into the spotlight, with volume trending towards over $100 billion annualized. We also uncover a revolutionary medical scanning device tha
SpaceX IPO, Anthropic Fable 5, And Roku | The Brainstorm EP 136
In this episode of The Brainstorm, Brett, Sam, and Nick explore how SpaceX’s initial public offering (IPO) could revolutionize the space and satellite industries, with Elon Musk’s trillion-dollar vision focusing on Starlink satellites and AI orbital data centers. They discuss the intricate financial strategies that could propel SpaceX to $400 billion in revenue, and how Tesla’s Robotaxis signal a
Betting On The Unconventional With Draper Associates’ Andy Tang
In this episode of FYI, Brett Winton and Chase Prather host Andy Tang, partner at Draper Associates, to discuss how venture capital is evolving alongside AI, deep tech, and shifting market dynamics. Andy reflects on his 20-year investing career, the growing importance of AI-native companies, and why the cost of execution is rapidly declining for startups. The conversation explores founder psycholo
Apple WWDC, Siri AI, And SpaceX Data Centers | The Brainstorm EP 135
In this episode of The Brainstorm, Brett and Nick discuss Apple's latest AI strategy announced at the 2026 Worldwide Developers Conference (WWDC), including a major Siri upgrade. They explore how Apple's integration of Gemini models and on-device capabilities could transform Siri into a deeply personal AI companion. They also analyze the strategic moves of industry giants—Google, Microsoft, Anthro
Don’t Die: Humanity’s Future With Bryan Johnson
In this episode of FYI, Brett Winton, Cathie Wood, and Charlie Roberts sit down with Bryan Johnson, founder of Blueprint and creator of Braintree. They explore his pursuit of extending human life and the broader philosophical shift toward valuing existence itself. Bryan shares the origin of his ideas, the role of AI in accelerating change, and why he believes humanity must rethink its priorities.
SpaceX And Blue Origin’s ‘Boom’ | The Brainstorm EP 134
In this episode of The Brainstorm, Brett, Nick and Sam are joined by Daniel Maguire to discuss Blue Origin's recent rocket explosion, which has sparked a pivotal discussion on the future of space launch dominance and AI infrastructure investments. They explore how industry giants like SpaceX might capitalize on these setbacks, potentially reshaping the competitive landscape with strategic infrastr
What Quantum Means For Bitcoin’s Future
In this episode of Bitcoin Brainstorm, Rod Roudi is joined by Cathie Wood, Adam Back, Hunter Beast, Rob Hamilton, Ren Crypto Fish, and David Puell for a deep discussion on quantum computing and its implications for Bitcoin. The group examines the technical, financial, and governance challenges posed by advances in quantum technology, while also exploring the progress being made on post-quantum cry
SpaceX IPO Story Is Bigger Than Rockets | The Brainstorm EP 133
In this episode of The Brainstorm, Brett, Nick and Sam are joined by Daniel Maguire and Tasha Keeney to discuss the expected June 12th initial public offering (IPO) of SpaceX. SpaceX’s recently filed S-1 revealed a significant opportunity across launch, Starlink, AI compute, and orbital data centers. The team unpacks the bull and bear cases, Starship’s role, and whether SpaceX could become the bac
Quantum Risk And Bitcoin: Preparing For A Post-Quantum World
In this episode of FYI, Brett Winton is joined by David Puell, Nic Carter, and Alex Pruden to examine the potential risks quantum computing poses to Bitcoin. The group explores how advances in quantum technology could compromise cryptographic security, what a “broken” Bitcoin system might look like in practice, and the technical pathways for mitigation. They also debate upgrade strategies, trade-o
Hyperliquid And SpaceX Synthetic Trading | The Brainstorm EP 132
Hyperliquid is revolutionizing global markets with its innovative blockchain, facilitating $3 trillion in annual volume and rivaling giants like Binance. In this episode, Lorenzo Valente reveals how hyperliquid's cutting-edge technology and products like perpetual futures are democratizing access to private markets and reshaping the future of trading.Key Points From This Episode:The secret sauce b
SpaceX And Anthropic Partnership | The Brainstorm EP 131
In this episode of The Brainstorm, Brett, Frank and Sam explore the groundbreaking deal between SpaceX and Anthropic, focusing on the implications for AI compute infrastructure, space-based data centers, and the economics behind data centers. Key Points From This Episode:Economic Value of Space-Based AI: The true value lies in scarcity and speed to market rather than cost savings. Companies priori
From Binance To Beyond: CZ Predicts Crypto’s Next Phase
In this episode of FYI, Lorenzo Valente sits down with ARK Invest CEO Cathie Wood and Changpeng Zhao (CZ), founder of Binance, to examine his journey from early life in China to building the world’s largest crypto exchange. CZ shares how Binance scaled rapidly, the regulatory challenges it faced, and how the crypto industry has evolved over the past decade. The conversation also covers institution
Megacap Recap | The Brainstorm EP 130
In this episode of The Brainstorm, Brett, Nick and Sam offer a comprehensive analysis of mega-cap tech companies, focusing on CapEx trends, AI integration, user engagement, and market demand. They discuss Meta's AI strategies, cloud spending, and the evolving landscape of digital entertainment and enterprise productivity.Key Points From This Episode:Meta's hidden advantage is distribution, not AI
$60 Billion SpaceX Cursor Deal? | The Brainstorm EP 129
In this episode of The Brainstorm, Brett, Nick and Sam explore how AI is reshaping technology, from coding to consumer devices, and how SpaceX's acquisition of Cursor at a $60 billion valuation could redefine the future of technology. They delve into the strategic layers of AI, revealing insights into SpaceX's long-term advantage and the potential revolution in space launches and satellite deploym
The Token Economy: AI Infrastructure And The Future Of Compute
In this episode of FYI, Brett Winton and Charles Roberts sit down with Michael Stewart of M12, Microsoft’s venture fund, to examine how AI is reshaping software, infrastructure, and investment strategy. Michael explains how M12 identifies emerging signals across the AI ecosystem, from generative AI adoption to enterprise spending shifts. The conversation covers the evolution from SaaS (software as
Verifying Humanity In An AI World | The Brainstorm EP 128
In this episode of The Brainstorm, Brett, Nick and Sam explore the emerging landscape of digital identity verification, focusing on World ID and its implications for online security, business models, and advertising. They discuss the technical challenges, regulatory hurdles, and future potential of proof of humanhood in a bot-dominated world.Key Points From This Episode:Authenticity verification i
Mythos And AI Safety | The Brainstorm EP 127
In this episode of The Brainstorm, Brett, Nick and Sam explore the latest developments in AI models like Mythos, the strategic moves of companies like Anthropic, OpenAI, and Meta, and the future of social networks in an AI-driven world. They discuss the implications of AI safety, compute constraints, market dynamics, and innovative social trust networks.If you know ARK, then you probably know abou
SpaceX To The Moon | The Brainstorm EP 126
In this episode of The Brainstorm, Brett, Nick and Sam explore the transformative impact of public and private space initiatives, focusing on how NASA's missions and SpaceX's innovations are accelerating progress toward lunar bases and Mars colonies. Discover the economic implications of SpaceX's reusable rockets and AI-powered satellites, and how these advancements are shaping a trillion-dollar i
Kalshi Beats Consensus | The Brainstorm EP 125
In this episode of The Brainstorm, Nick and Sam are joined by Nicole Kagan, Head of Research at Kalshi. They discuss how prediction markets could revolutionize risk management across every industry you can imagine. From macroeconomic trends to cultural phenomena, she's uncovering how financializing uncertainty creates vast new opportunities for entrepreneurs, investors, and even governments.If you
Terafab: Elon’s Plan To Dominate Semiconductors | The Brainstorm EP 124
In this episode of The Brainstorm, Brett, Nick, and Sam delve into Elon Musk's ambitious Terafab project, a revolutionary semiconductor manufacturing facility poised to transform the future of AI and space infrastructure. Discover how Musk's strategy integrates energy, manufacturing, and space into a cohesive ecosystem, aiming to produce trillions of chips and power space colonization. Join us as
Tesla, XAI, And Digital Optimus | The Brainstorm EP 123
In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Frank Downing to discuss how XAI is shifting gears, aiming to turn that raw power into practical, revenue-generating products. Elon Musk’s latest moves reveal a daring strategy: leveraging Tesla’s custom chips, SpaceX’s orbital infrastructure, and a close-knit integration of AI and hardware. The question is, can XAI reinvent its
AI Debate With Citrini Report Co-Author | The Brainstorm EP 122
In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Alap Shah, CIO of Lotus Technology Management, and co-author of the viral Citrini Report. Alap reveals a provocative scenario: an acceleration in AI capabilities might wipe out a significant portion of white-collar jobs faster than expected, risking both economic disruption and widening inequality. He also teases his follow up r
The Great Labor Shuffle | The Brainstorm EP 121
In this episode of The Brainstorm, Brett, Nick, and Sam dissect how industry giants like Block are slashing 40% of their workforce overnight while accelerating AI adoption, challenging everything you thought you knew about employment, productivity, and economic growth. You’ll discover the real reason behind Jack Dorsey’s massive layoffs, surprising data on revenue-per-employee ratios, and the shif
The AI-Powered Brokerage: Public’s Vision For Agentic Investing
In this episode of FYI, Brett Winton and Nick Grous sit down with Leif Abraham, co-founder and co-CEO of Public. They examine how the brokerage landscape is shifting as digital-native investors seek more sophisticated tools, and why Public is focused on the top quartile of earners positioned to compound wealth. Leif discusses agentic AI workflows, generated assets, platform design trade-offs, pred
Will Robots Take Our Jobs? | The Brainstorm EP 120
In this episode of The Brainstorm, Brett, Nick, and Sam debate the implications of humanoid robots and AI on society, focusing on themes such as technological unemployment, the competition between the US and China in robotics, and the future of work in an increasingly automated world. They explore whether humanoid robots are overhyped or underhyped, the economic implications of AI, and the role of
Is SaaS Dead? | The Brainstorm EP 119
In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Frank Downing to discuss the current state of the Software-As-A-Service (SaaS) industry, exploring whether it is dead or simply undergoing a transformation due to AI advancements. They delve into the competitive landscape, pricing power, and the challenges faced by traditional SaaS companies. The discussion also touches on the i
Building The Interoperable Future Of Crypto With LayerZero
In this episode, ARK’s Cathie Wood and Brett Winton speak with Bryan Pellegrino and Simon Baksys of LayerZero, a leading interoperability protocol aiming to unify fragmented blockchain environments. The conversation covers LayerZero’s origins, the evolving landscape of crypto infrastructure, and the expanding role of stablecoins and tokenized assets. Bryan shares his personal journey from professi
Leading With Purpose: Personal, Professional And Planet
In this episode, ARK CEO and CIO Cathie Wood sits down with Stefanie Drews, the newly appointed CEO of Amova (formerly Nikko Asset Management). Together, they explore the evolution of a decade-long partnership that helped shape both firms — and delve into Stefanie’s remarkable leadership journey as a woman at the helm of a global asset manager. From Amova’s recent strategic expansion in Asia to St
SpaceX And xAI Merge | The Brainstorm EP 118
Elon Musk envisions a groundbreaking future where AI infrastructure in space revolutionizes cost, innovation, and competition. This episode explores how SpaceX's satellite ambitions could transform AI, potentially dwarfing terrestrial data centers. We delve into the strategic merging of SpaceX and xAI, revealing a blueprint for the next decade's tech race. If you know ARK, then you probably know a
Bitcoin’s Next Era: Digital Gold, Stablecoins, And Freedom Tech
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.
Tokenizing U.S. Treasuries With Don Wilson
In this episode of FYI – For Your Innovation, ARK’s Cathie Wood speaks with Don Wilson, a pioneer in crypto market infrastructure and the founder of DRW and Cumberland. They discuss the accelerating shift of traditional finance onto blockchains, focusing on the emergence of the Canton Network, a public permissionless blockchain designed for institutions—with privacy and permissioning at its core.
The Clawdbot Craze | The Brainstorm EP 117
In this episode of The Brainstorm, hosts Sam, Brett, and Nick are joined by Frank Downing to dig into “Clawdbot” (recently renamed to “Moltbot”) and why it went viral—highlighting its transparent file-based memory, extensible skills, and the shift from Q&A chatbots to more autonomous assistants. They then pivot to OpenAI monetization—discussing ads, lower-priced tiers, and a commerce take-rate
Rebuilding Wall Street On Solana With Solmate
In this episode of FYI – For Your Innovation, ARK's CEO Cathie Wood hosts a wide-ranging conversation with Marco Santori, CEO of Solmate, and Dr. Arthur Laffer, renowned economist and longtime ARK advisor. Together, they explore the evolving crypto landscape, regulatory shifts, and why Solana is emerging as a powerful foundation for next-generation financial infrastructure. Santori, previously Chi
Fed Fight And Apple Ousts OpenAI | The Brainstorm EP 116
In this episode of The Brainstorm, hosts Sam, Brett, and Nick are joined by Cathie Wood to discuss a range of pressing economic and technological topics. The conversation kicks off with the implications of Jerome Powell's subpoena and the broader economic initiatives under the Trump administration. Cathie Wood shares insights on the impact of these policies on consumer sentiment, inflation, and th
Stablecoins, Regulation, Mining And 2026 Outlook
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.
Major Shifts In The AI Landscape | The Brainstorm EP 115
In this episode of The Brainstorm, we discuss the latest developments in AI and technology, including NVIDIA's strategic moves with Groq and Meta's acquisition of Manus AI. We explore the implications of these acquisitions on the AI landscape, the potential for orchestration layers in AI models, and the competitive dynamics among major tech companies. The conversation also touches on the future of
Best Of 2025
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 Each Highlighted Episode: Vlad Tenev: Robinhood’s north star is a “financial super app” that uses t
How Securitize Is Rebuilding Capital Markets With Carlos Domingo
In this episode, Brett Winton and Lorenzo sit down with Carlos Domingo, CEO and co-founder of Securitize, to explore how blockchain infrastructure is transforming capital markets. As a pioneer in the tokenization space, Carlos unpacks what it means to issue native securities—like stocks, bonds, and credit funds—on chain and why the modernization of legacy financial systems is long overdue. Carlos
A New Era Of Medicine | The Brainstorm EP 114
In this episode of The Brainstorm, we delve into the groundbreaking advancements in gene editing, focusing on its potential to transform healthcare. We explore the shift from treating rare diseases to tackling common killers like cardiovascular disease, and discover how CRISPR technology is paving the way for a new era in medical treatment.If you know ARK, then you probably know about our long-ter
Space-Based Computing | The Brainstorm EP 113
In this episode of The Brainstorm, we dive into the high-stakes battle between Netflix and Paramount over the acquisition of Warner Brothers, exploring the implications for the streaming industry. We also discuss Elon Musk's ambitious plans for space-based data centers and the potential impact on global technology infrastructure. If you know ARK, then you probably know about our long-term research
The Future Of Web3 With Sandeep Nailwal
In this episode of FYI – For Your Innovation, ARK's Brett and Lorenzo are joined by Sandeep Nailwal, co-founder of Polygon, to explore the evolving landscape of Ethereum scaling, the role of Layer 2s, and Polygon’s growing importance in Web3 infrastructure. Sandeep unpacks how Polygon transitioned from a sidechain into a comprehensive execution layer, supporting both shared and dedicated compute e
The Tesla of Appliances With Sam D’Amico
Impulse Labs founder and CEO Sam D’Amico joins ARK’s Brett Winton and Sam Korus to explore how embedding batteries into appliances—starting with the humble kitchen stove—can rewire energy infrastructure from the inside out. From his time at Oculus and Google to pioneering a 10,000-watt induction cooktop, Sam shares how Impulse is building what he calls the “modern electric technology stack,” and w
Does Quantum Threaten Bitcoin? | The Brainstorm EP 112
In this episode of The Brainstorm, we dive into the looming threat of quantum computing on Bitcoin's security. Join Sam, Nick, Raye, and Brett as they explore the vulnerabilities in Bitcoin's network, the potential impact of quantum advancements, and the steps the crypto community must take to safeguard the future of digital currencies.If you know ARK, then you probably know about our long-term re
The Gemini 3 Debate | The Brainstorm EP 111
In this episode of The Brainstorm, Sam Korus, Brett Winton, Nick Grous, and Frank Downing dive into the competitive landscape of AI, exploring why Google is outpacing its rivals with the release of Gemini 3. They discuss the implications of this technological leap, the transformative potential of Nano Banana Pro, and what it means for the future of AI. If you know ARK, then you probably know about
What’s Going On With AI Stocks? | The Brainstorm EP 110
In this episode of The Brainstorm, Sam Korus, Brett Winton, and Nick Grous dive into the current state of the market, discussing the recent downturn and its impact on major players like Bitcoin and Nvidia. They explore the narrative around AI as a potential bubble, the implications of major investors selling off their stakes, and the broader economic factors at play. The conversation also touches
Texting While ‘Driving’ In A Tesla Is… Allowed? | The Brainstorm EP 109
In this episode of The Brainstorm, Nick Grous, Tasha Keeney, and Brett Winton dive into the latest Tesla shareholder meeting, discussing Tesla's ambitious plans to build their own chip fab and the implications for the future of autonomous driving. They also explore Robinhood's strategic moves in the financial market and the potential of space-based data centers. If you know ARK, then you probably
Curing Hair Loss With Sean McClain
In this episode, ARK’s Cathie Wood and Brett Winton sit down with Sean McClain, Founder and CEO of AbSci, to explore how generative AI is reshaping drug discovery, development timelines, and clinical costs. Sean walks through real-world examples of AI-designed antibodies—such as AbSci’s breakthrough HIV antibody and a regenerative treatment for hair loss—and explains how these platforms are helpin
OpenAI's $1 Trillion Ambition | The Brainstorm EP 108
In this episode of The Brainstorm, hosts Nick Grous, Brett Winton, and guests Frank Downing and Jozef Soja dive into OpenAI's ambitious restructuring plan and its implications for a potential $1 trillion IPO. They explore the intricacies of OpenAI's partnership with Microsoft, the challenges of defining artificial general intelligence (AGI), and the strategic moves shaping the future of AI.If you
Robotaxi Rollout | The Brainstorm EP 107
In this episode of The Brainstorm, join Nick Grous, Tasha Keeney, and Brett Winton as they dive into Tesla's latest earnings, the future of Robotaxis, and the challenges of humanoid robots. Explore insights on Tesla's production ramp, AI advancements, and the potential for full autonomy.If you know ARK, then you probably know about our long-term research projections, like estimating where we will
Solana’s Vision For A Decentralized Future With Anatoly Yakovenko
In this episode, ARK’s Brett Winton and Lorenzo Valente sit down with Anatoly Yakovenko — co-founder of Solana — to explore how Solana is evolving into a high-performance, globally distributed financial infrastructure. Anatoly shares the network’s origin story, explains how Solana leverages parallel compute and hardware innovation to scale, and outlines why execution—not just settlement—is the fut
SpaceX And… The Louvre? | The Brainstorm EP 106
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the latest advancements in space exploration with SpaceX's groundbreaking achievements and the evolving landscape of gene sequencing technology. From the successful Starship test flight to the economic implications of reusable rockets, and the cost dynamics of long-read versus short-read sequencing, this d
Elon’s Pay Package | The Brainstorm EP 105
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, Cathie Wood, and Nick Grous dive into the ambitious targets of Elon Musk's new pay package and its potential impact on Tesla and its shareholders.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
Ethereum’s Big Moment With Tom Lee
In this episode, ARK’s Cathie Wood and Brett Winton sit down with Tom Lee — co-founder of Fundstrat Global Advisors and chairman of BitMine Immersion Technologies — to explore the rising influence of Ethereum as a financial infrastructure layer. Tom shares how BitMine transformed into the largest corporate holder of Ethereum globally, and why digital asset treasury companies DATs could serve as a
AMD And OpenAI | The Brainstorm EP 104
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the evolving landscape of AI and its economic implications. They explore the strategic partnerships between tech giants like AMD and OpenAI, discussing the potential impacts on the AI hardware market. The conversation also touches on the future of e-commerce with agentic commerce and the role of AI in resh
From Dot Com To AI | The Brainstorm EP 103
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the fascinating world of AI and its economic implications, exploring OpenAI's financial maneuvers and the circular economy concept. They also discuss groundbreaking advancements at the ARC Institute that are revolutionizing biology, and examine the future energy demands of AI. If you know ARK, then you pro
Meta AI Ray-Ban Display Glasses | The Brainstorm EP 102
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the latest tech innovations and financial shifts. From Meta's groundbreaking AR glasses and their potential to revolutionize digital interaction, to Coinbase's bold move into banking with high-yield offerings, the discussion is both insightful and forward-thinking. Tune in to explore how these developments
Building The Neural Software Future With Stephen Balaban
In this episode, ARK’s Brett Winton, Charles Roberts and Frank Downing sit down with Stephen Balaban, CEO and co-founder of Lambda Labs — a company building AI-specific cloud infrastructure. The conversation explores Lambda’s role in the AI value chain, the evolving economics of data centers, and why traditional hyperscalers might be too slow to meet the moment.Stephen explains why he believes we'
Robinhood Social & SpaceX | The Brainstorm EP 101
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the latest developments from Robinhood's Hood Summit, exploring their innovative new features for active traders and the exciting launch of Robinhood Social. They also discuss SpaceX's strategic spectrum acquisition and its implications for global communication.If you know ARK, then you probably know about
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