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.

This week, Autonomous Technology and Robotics Director of Research Sam Korus is joined Research Associate Andrew Kim. Together they discuss Jack Dorsey’s return to Block, President Biden’s Executive Order on Artificial Intelligence and SpaceX’s Starlink reaching break even.

Key Points From this Episode

• Jack Dorsey Returns to Block
• President Biden’s Executive Order on Artificial Intelligence
• Starlink reaches Break Even

For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

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:

Alex Leishman: Co-Founder and CEO, River

Graham Krizek: Founder and CEO, Voltage

Des Dickerson: CEO, THUNDR GAMES

Tony Giorgio: Co-Founder and CEO, Mutiny Wallet

Viktor Bunin: Protocol Specialist, Coinbase

Yassine Elmandjra: Director of Digital Assets at ARK Invest

Cathie Wood: Founder, CEO and CIO, ARK Invest

Rod Roudi: Co-Founder, Bitcoin Park

Key Points from this episode:

• 00:00:00 Opening and Disclosure
• 00:00:54 Intro with Rod Roudi welcoming our fantastic guests
• 00:05:09 What are some of the most underexplored use cases in Bitcoin?
• 00:14:31 How the use cases for Lightning have matured and why Des chose to build THUNDR GAMES on the Bitcoin network
• 00:17:43 Machine to machine payments as a use case for lightning
• 00:26:53 What do our guests think the first ubiquitous stable coin on Bitcoin will be?
• 00:33:49 Viktor examines some of the ways that decentralized finance (DeFi) can be more practical than Bitcoin
• 00:39:13 Exploring the growth in total developers on Ethereum as compared to Bitcoin, especially when you include lightning developers
• 00:43:32 Why is the dynamic of developers building on Bitcoin different than those who chose to build on Ethereum?
• 00:50:34 Our guests share some of the stories from their clients and users that blew them away
• 00:55:32 How is regulation in the Bitcoin space changing?
• 00:59:41 Our guests provide their opinions on what Bitcoin looks like in 5 years and how anonymity may change in the future?
• 01:09:09 Rod, Viktor and Yassine conclude the episode with some optimism on the future of Bitcoin, pointing out decentralized communities across the country and around the world

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.

This week, Associate Portfolio Manager Nick Grous is joined Director of Investment Analysis & Institutional Strategies Tasha Keeney, CFA. Together they discuss the current state of autonomous vehicles including Cruise, Waymo and Tesla, and Meta’s new Ray Ban sunglasses.

Key Points From this Episode

• Cruise Halts Operations
• Meta Ray Ban Glasses Review

For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

On today’s episode of FYI, Brett Winton welcomes back Francis Pedraza, the founder of Invisible—a company revolutionizing artificial intelligence (AI) training and data labeling across multiple industries. Forget what you know about traditional AI; we’re diving into a world where human relevance is questioned, and black-box technology can execute complex processes at any scale. Francis and Brett explore the ins and outs of scaling a business, the art of strategic resource allocation, and the future of AI-driven automation. This episode has everything from research and development (R&D) investments to aligning worker incentives for optimum efficiency.

Key Points From This Episode:

• Overview of Invisible Technologies
• Invisible’s role in a fragmented, specialized tech landscape
• Invisible bullish on AI training, adopts financial discipline to weather market cycles
• Transitioning from R&D to commercial strategies redefines Invisible’s economic model for AI business
• The need for specialized integrators like Invisible over traditional service firms in the AI landscape
• Invisible elevates AI training from mere data labeling to advanced techniques
• Invisible’s human-in-the-loop model adds depth to complex AI training and enablement
• Efficiency gains through Invisible’s alignment of automation and incentives
• The symbiotic relationship between AI training and enablement in Invisible’s model
• Prioritizing profitability over rapid scaling underlines Invisible’s approach to sustainable growth and control
• Balancing rapid growth while preserving company culture in Invisible
• Invisible’s caution towards public markets focuses on long-term control and growth

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.

This week, Associate Portfolio Manager Nick Grous and Autonomous Technology and Robotics Director of Research Sam Korus are in studio together this week to discuss Tesla Earnings and Bitcoin.

Key Points From this Episode

• Tesla Earnings
• Bitcoin

For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

On today’s episode of FYI we will be featuring the most recent In The Know with Cathie Wood, a monthly video series that covers fiscal policy, monetary policy, market signals, economic indicators, and innovation. On this specific In The Know, Cathie walks through charts to help illustrate her points on inflation, interest rates, GDP vs. GDI growth, and why we believe we’re in a rolling recession.

Watch the video version invest.com/videos/market-insights/october-6-2023-in-the-know-with-cathie-wood/">here.

Key Points From This Episode:

• Fiscal Policy
• US Federal Budget Deficit or Surplus as a Percent of Nominal GDP
• Monetary Policy
• Money Supply (M2) Growth Percent Change Year-over-Year
• 10 Year US Treasury Yield
• 2s-10s Yield Curve Spread
• USD Index (DXY)
• Economic Indicators
• Spot WTI Crude Oil
• Crude Oil Price vs. Gasoline Futures Price
• Gold Price
• Gold Price 5-Year
• Copper Futures Price
• Copper Futures Price 5-Year
• Credit Default Swaps Markit CDX

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.

This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are keeping it short and have just one topic: robots.

For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

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.

This week, Associate Portfolio Manager Nick Grous Autonomous Technology and Robotics Director of Research Sam Korus are joined by ARK Analyst Ali Urman, Research Associate Andrew Kim and Founder and CEO of Eternal Reggie James.

Key Points From This Episode:

• Intro
• Ozempic
• AI Wearables
• Tesla Price Cuts

For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public

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:

Alex Gladstein: Chief Strategy Officer, Human Rights Foundation

Jameson Lopp: Co-Founder & CTO, Casa and Creator of http://bitcoin.page, http://lightning.how, http://statoshi.info

Korok Ray: Bitcoin Professor at Texas A&M

Erik Hersman: Co-Founder and CEO of Gridless Compute

Yassine Elmandjra: Crypto Lead at ARK Invest

Dr. Art Laffer: American Economist

Cathie Wood: Founder, CEO and CIO, ARK Invest

Rod Roudi: Co-Founder, Bitcoin Park

Key Points From This Episode:

• 00:00:00 Intro to Bitcoin Brainstorm episode 3 and our panel of guests from Rod Roudi
• 00:02:17 Yassine sets up the purpose of this month’s episode: to address common misconceptions and pushback around bitcoin
• 00:05:05 Cathie Wood sets up her relationship with Dr. Art Laffer and why
• 00:09:45 Alex lays out some of the most common concerns and pushbacks associated with bitcoin
• 00:11:57 Dr. Laffer provides historical monetary context to explain his questions on bitcoin
• 00:21:01 Jameson, Erik and Korok help explain the importance of bitcoin mining to the network and potentially to the energy grid at large
• 00:28:16 Alex explains why bitcoin has value globally and why bitcoin mining was invented and why it is important to stabilize the bitcoin network
• 00:32:29 Does the marginal cost of energy determine the cost of bitcoin?
• 00:39:12 Alex and Erik propose a potential future that could be unlocked by bitcoin if used as a global currency
• 00:44:20 Yassine and Dr. Laffer discuss how a bitcoin standard could be a viable replacement for the gold standard
• 00:51:15 Dr. Laffer explains that the potential to replace the US dollar is his greatest excitement in bitcoin
• 00:55:56 Jameson explains that bitcoin is pseudonymous rather than anonymous, and that bitcoin itself is not encrypted
• 01:00:37 Alex discusses the inherent need for the Bitcoin blockchain to be completely auditable
• 01:04:47 Jameson and Rod walk through the halving process and the transparent strength of the network
• 01:05:46 Art poses the question: what does our panel believe makes bitcoin valuable?
• 01:13:36 Alex explains that bitcoin does not necessarily have counter party risk but it may have exchange rate risk
• 01:15:50 The speed of transactions in bitcoin have been improving greatly and is actual assets moving at rapid speed rather than liabilities being passed quickly
• 01:23:27 Rod and Dr. Laffer talk through some crucial differences between gold and bitcoin
• 01:26:42 Why bitcoin can be a potential preservation of wealth, and why volatility in the price of bitcoin can be either good or bad
• 01:39:40 Cathie and Yassine wrap up the conversation

On this episode of FYI, we’re joined by David Flynn, the mind behind Hammerspace, a privately owned company working in the realm of data storage and management. On this episode, ARK Director of Next Generation Internet Research Frank Downing, and CEO and CIO Cathie Wood dives deep into a world where data isn’t just stored, but orchestrated. David takes us through the futuristic landscape crafted by Hammerspace, leveraging the untapped potential of Solid State and Flash technology to redefine data management. From unveiling the shortcomings of platforms like Amazon’s S3 to pioneering the concept of data orchestration, David takes us on a journey through the frontier of data technology. Listeners will also hear about David’s path from programming on a Commodore 64 to becoming a trailblazer in the industry.

Key Points From This Episode:

• Overview of David’s background
• Leveraging luck and experience with embedded systems to exploit the potential of flash storage
• Consumer electronics sparked demand, lowering costs and expanding market opportunities
• Hammerspace’s approach to try to fundamentally transform data management through decentralized, dynamic data orchestration
• Hammerspace’s data orchestration: facilitating direct manipulation on a global file system
• Hammerspace offers a unique network attached storage (NAS) system that enhances data accessibility and boosts performance by separately handling metadata and actual data
• Object storage is cheaper, simpler but still important; Hammerspace enhances utility
• Companies in sectors such as artificial intelligence (AI), entertainment, science, and design benefit from a universal data interface, especially when handling large, unstructured data sets
• AI and machine learning (ML) revolutionizing industries, enhancing data management and accelerating research
• Transition to data orchestration technology might take around five to ten years, paralleling server virtualization’s adoption cycle but potentially hastened by AI advancements