Episodes

How big of an opportunity is Robotaxi for Tesla? In this episode, Sam Korus and Nicholas Grous are joined by ARK’s Director of Investment Analysis & Institutional Strategies, Tasha Keeney, and Research Associate, Varshika Prasanna, to discuss the burgeoning field of live streaming commerce, its potential to reshape retail, and the significant market opportunities it presents. The discussion transitions to Tesla's recent earnings call, highlighting the divide between traditional financial analyst...

Are we witnessing China take the lead in the AI race? In this episode, Sam Korus and Nicholas Grous are joined by ARK’s Chief Futurist, Brett Winton, to discuss the implications of the emergence of open-source AI models, particularly focusing on the DeepSeek R1 model from China. They explore the efficiency of AI training, the competitive dynamics in the AI landscape, and the impact of inference on hardware demand. The conversation also touches on the role of China in the AI sector and the future...

Is TikTok on the chopping block? In this episode, Sam Korus and Nicholas Grous discuss the recent TikTok ban and its implications for creators and the social media landscape. They explore how competitors like Instagram and YouTube are positioning themselves to capture TikTok's user base. The conversation then shifts to the latest developments in space exploration, focusing on Blue Origin's successful launch and SpaceX's ongoing efforts with Starship. The hosts analyze the competitive dynamics be...

In this episode of FYI, Brett Winton and Nemo Marjanovic sit down with Professor Thomas Hartung, MD-PhD, a leading expert in biomedical innovation at Johns Hopkins Bloomberg School of Public Health. They explore how human organoids—3D organ proxies—are revolutionizing drug discovery and toxicology testing by reducing reliance on animal models. Professor Hartung explains how advancements in stem cell science, microfluidics, and artificial intelligence are converging to accelerate clinical trials,...

Will AI enable a 4 day work week? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Research, Next Generation Internet, Frank Downing, to discuss Disney's strategic acquisition of a controlling stake in Fubo TV, highlighting the competitive landscape of streaming services and the ongoing trend of cord-cutting. They then transition to Nvidia's recent innovations showcased at CES, focusing on AI adv...

In this episode of FYI, Brett Winton, ARK’s Chief Futurist, hosts an enlightening discussion with Peter Diamandis, founder of the XPRIZE Foundation and author of the upcoming Longevity Guidebook, alongside ARK Invest CEO/CIO Cathie Wood. They explore the transformative role of artificial intelligence and biotechnology in extending human health span and lifespan. Peter delves into the revolutionary advancements in diagnostics, gene editing, and epigenetic reprogramming, while Cathie highlights th...

Are we on the verge of an economic transformation? 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 ambitious projections for global GDP growth, driven by technological advancements and innovations such as Robotaxis and AI. They explore the historical context of economic growth, the potential for significant productivity increases, and the implications for different reg...

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...

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 This Episode: SoFi CEO Anthony Noto explains how he managed to diversify SoFi’s product line from beyond it’s start as a student loan platform, and why Anthony felt he needed to purchase the rights t...

Is quantum computing the next big thing? 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 latest advancements in quantum computing and AI drug discovery. They discuss Google's recent quantum chip announcement, the challenges of scaling quantum technology, and the potential applications in drug discovery. The conversation shifts to the partnership between GlaxoSmithK...

How good is Tesla autopilot? 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 latest advancements in full self-driving (FSD) technology, particularly focusing on version 13. The conversation highlights the skepticism surrounding the launch, the infrastructure needed for a successful Robotaxi service, and the potential ...

In this episode of FYI, Brett Winton and Cathie Wood engage in a discussion with Sarah Friar, CFO of OpenAI. Together, they delve into the transformative potential of AI and its economic implications. Sarah shares her journey from leading roles at Salesforce and Square to her current position at OpenAI, and offers a unique perspective on AI as a platform shift akin to the advent of cloud computing. The conversation explores the advancements in AI models, the concept of agentic systems, and the s...

In this episode of FYI: For Your Innovation, ARK’s Chief Futurist Brett Winton and ARK Analyst Nemo Despot chat with Harvard Professor Dr. Mahmood, a trailblazer in computational pathology. Together, they explore how AI and multiomics are reshaping healthcare and drug discovery. The discussion spans the transformative potential of combining data modalities like histology, genomics, and molecular profiling with advanced AI models. Dr. Mahmood shares his journey into computational pathology and hi...

Will PhD students still exist in the future? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nicholas Grous are joined by ARK Analyst Nemo Marjanovic to discuss the transformative potential of autonomous and decentralized science in drug discovery. Nemo discusses how AI and robotics are revolutionizing research processes, making them more efficient and cost-effective. The discussion also highlights the challenges faced in clinical tria...

In this episode of FYI, ARK Chief Futurist Brett Winton and ARK Associate Portfolio Manager Nicholas Grous engage with Harley Finkelstein, President of Shopify, to explore the transformative role of technology and AI in empowering entrepreneurship and shaping the future of commerce. Harley highlights Shopify’s commitment to leveling the playing field for entrepreneurs worldwide, from its origins as an e-commerce platform to its evolution as a comprehensive retail operating system. They explore h...

What does tokenization mean for the world? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nicholas Grous are joined by ARK Research Associate Lorenzo Valente to discuss the recent developments in the tokenization of real-world assets, particularly through Tether's new platform, Hadron. The discussion highlights the significance of stablecoins in the global economy and their potential to democratize access to financial products. The se...

In this episode of FYI, ARK Chief Investment Strategist Dr. Charles Roberts and ARK Analyst Nemo Despot, PhD speak with David Baker, Nobel Prize-winning scientist and pioneer in protein engineering. Baker shares insights into his revolutionary work on Rosetta and the evolution of AI-driven protein design tools. With advances in technologies like RoseTTAFold and generative AI, he discusses how the field is moving towards designing proteins that can neutralize pathogens, catalyze chemical reaction...

Are we entering an era of significant political and technological reform? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK CEO/CIO Cathie Wood to discuss the intersection of politics and technology, focusing on potential economic reforms under a new administration. The conversation also delves into the future of cryptocurrency, the implications of tariffs on the dollar, and the potential for a broadening mar...

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 wh...

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, 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 t...

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 competitiv...

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 ...

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...