Episodes

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 professional poker to crypto entrepreneur, and how LayerZero emerged from a need for seamless cross-chain co...

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 Stefanie's philosophy of integrating personal, professional, and purpose-driven goals, this conversati...

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 about our long-term research projections, like estimating where we will be 5-10 years from now! But ...

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 informati...

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. Don unpacks why Depository Trust and Clearing Corporation’s (DTCC’s) decision to tokenize U.S. Treas...

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 via Shopify—plus what ads could do to user trust in chatbot answers. The episode closes with a quick Ro...

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 Chief Legal Officer at Kraken and General Partner at Pantera, shares why he’s now focused on building S...

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 the housing market. The discussion also delves into the dynamics between Apple, Google, and AI technol...

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 informati...

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 user interfaces and the evolving role of voice and text in consumer interactions. If you know ARK,...

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 tokenization/stablecoins to broaden access and ownership for everyday investors. Tom Lee: Digital-a...

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 details Securitize’s role as a registered transfer agent and broker-dealer, their regulatory journey...

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-term research projections, like estimating where we will be 5-10 years from now! But just because we ...

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 projections, like estimating where we will be 5-10 years from now! But just because we are long-te...

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 environments. The discussion spans Polygon's technology roadmap (including the transition to Polygon ...

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 why that could make Impulse the Tesla of home devices. Key Points From This Episode:(00:00:00) Intro...

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 research projections, like estimating where we will be 5-10 years from now! But just because we are ...

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 our long-term research projections, like estimating where we will be 5-10 years from now! But just...

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 on the dynamics of AI monetization, the competitive landscape among tech giants, and the future of r...

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 know about our long-term research projections, like estimating where we will be 5-10 years from now...

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 helping unlock previously “undruggable” biology. They discuss AbSci’s Phase 2-ready hair growth antibody ...

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 know ARK, then you probably know about our long-term research projections, like estimating where w...

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 be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have st...

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 future of crypto-based finance. The discussion covers how Solana compares to centralized systems like ...