Episodes

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 discussion offers a deep dive into the future of technology and innovation. If you know ARK, then yo...

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’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate t...

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 bridge between traditional finance and decentralized networks. The conversation covers Ethereum’s “...

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 reshaping consumer experiences. If you know ARK, then you probably know about our long-term research pr...

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

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 could reshape industries and consumer habits. If you know ARK, then you probably know about our lo...

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're transitioning from deterministic, rule-based software to what he calls “neural software” — stoc...

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

In this milestone 100th episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the latest tech developments, including Tesla's surprising Robotaxi app release and its implications for the future of autonomous vehicles. They explore the potential of Tesla's expansion, the challenges of consumer adoption, and the broader impact on transportation costs and habits. If you know ARK, then you probably know about our long-term research projections, like estimating where w...

In this episode of FYI, ARK’s Brett Winton and Charlie Roberts speak with Dmitry Shevelenko, Chief Business Officer at Perplexity, about the company’s evolving role in the future of the agentic internet. They discuss how Perplexity is carving out its place in the AI ecosystem—not as just a wrapper, but as a full-stack answer engine built for research, action, and trust. Dmitry outlines how Perplexity balances product excellence, model orchestration, and subscription alignment to serve both consu...

In this episode of FYI, ARK CEO Cathie Wood and Analyst Nick Grous sit down with Vlad Tenev, Co-Founder and CEO of Robinhood. Together they explore how Robinhood is redefining retail investing and financial services—from expanding access to private markets and tokenized assets to transforming its product ecosystem into a fintech super app. Vlad discusses Robinhood’s long-term vision at the intersection of capitalism and democracy, why retail ownership matters more in the age of AI, and how the ...

In this episode of the Brainstorm, Sam Korus and Nicholas Grous dive into the intriguing world of prediction markets, focusing on the recent partnership between Robinhood and Kalshi. They explore how this collaboration is reshaping access to sports betting across the U.S., especially in states where traditional sports betting remains illegal. The discussion also touches on the broader implications for the industry, including the competitive landscape with major players like DraftKings and FanDue...

In this episode of the Brainstorm, Sam, Nick, and ARK Chief Futurist, Brett Winton, explore whether browsers are worth billions and the implications of launching L1 blockchains with stable coins. From the strategic importance of browsers in the AI arms race to the potential future of financial systems, this episode is packed with insights and debates. 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, Nick, and ARK Chief Futurist, Brett Winton, dive into the world of OpenAI’s latest model, GPT-5, exploring its advancements and the impact on user experience. They discuss the balance between performance and user engagement, the evolving role of AI personalities, and the potential for AI to become an integral part of daily life. Tune in to hear their insights on the future of AI and its implications for both consumers and enterprises. If you know ARK, the...

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 an...

In this episode of the Brainstorm, Sam, Nick, and Multiomics Research Analyst, Shea Wihlborg, dive into the complexities of the FDA's recent decisions and their implications for gene therapy. They discuss the controversial halt of a Duchenne muscular dystrophy treatment, the role of AI in drug discovery, and the exciting future of genomics. 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, Sam, Nick, and Director of Research, Digital Assets, Lorenzo Valente, dive into the latest developments from Coinbase, focusing on the launch of the BASE app. They explore the three pillars of the BASE ecosystem: BASE chain, BASE build, and BASE app, and discuss how these innovations aim to enhance user experience with faster transactions, developer tools, and a reimagined non-custodial wallet. The conversation also touches on the integration of social media an...

In this episode of the Brainstorm, Sam, Nick, and Research Analyst, Jozef Soja, dive into the latest advancements in AI with a focus on Grok4 and Meta's strategic moves. They explore Grok4's impressive benchmark performances, the real-world implications of AI tool use, and Meta's aggressive investments in AI talent and 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 lo...

In this episode of FYI, Chief Futurist, Brett Winton, and Analyst Nemo Marjanovic speak with Alex Zhavoronkov, founder and CEO of Insilico Medicine. Together, they explore the promise of artificial intelligence in transforming the drug discovery process—cutting years off timelines and dramatically reducing costs. Alex shares Insilico’s journey from algorithm-first beginnings to a full-stack AI-driven biotech company, highlighting their unique “pan flute” model approach to drug development and th...

In this episode of the Brainstorm, Sam and Nick dive into Robinhood's latest event, exploring its ambitious moves in the crypto market. They discuss how Robinhood is leveraging product velocity to outpace competitors, tokenize US stocks, and introduce innovative features like crypto staking and perpetual futures. They analyze the implications of these developments for the financial services landscape and what it means for the future of investing. If you know ARK, then you probably know about ou...

Brett Winton and ARK analyst Jozef Soja dive deep into the rapidly evolving world of AI agents—software entities that are increasingly automating enterprise functions like customer support. They explore why AI agents are gaining traction, how they’re priced, and the potential for a new kind of agent-versus-agent arms race between companies and consumers. Later in the episode, they’re joined by Dr. Alan Bekker, founder of eSelf.ai and former Head of Conversational AI at Snap, who shares his journ...

In this episode, Sam Korus, Nick Grous, and Daniel Maguire discuss the future of robotaxis, focusing on Tesla's advancements in autonomous vehicle technology compared to Waymo. They explore the implications of Tesla's data advantage, production capabilities, and the regulatory landscape affecting the rollout of robotaxis. The conversation also delves into market dynamics, consumer behavior, and potential partnerships in the ride-hailing space, highlighting the challenges and opportunities ahead ...

In this episode, Sam Korus discusses stablecoins with Lorenzo Valente and Raye Hadi. They explore the definition of stablecoins, their impact on the US dollar, and the competitive dynamics between major players like Tether and Circle. The conversation delves into the role of stablecoins in emerging markets, their business models, and the potential convergence with AI transactions. They also address concerns regarding stability, privacy, and the future of stablecoins in the financial ecosystem. ...

In this episode of FYI – For Your Innovation, ARK's Director of Research Brett Winton sits down with Brad Feld — co-founder of Foundry, Techstars, and longtime venture capitalist — to unpack his latest thinking on startup communities, mentorship, and how founders can build better networks by giving first. After taking time away from public life to reflect, Brad returns with a new book, Give First: The Power of Mentorship, and a sharpened view on the distinction between transactional ecosystems a...