ARK Disrupt Podcast 6q2g19

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 and community-led innovation. He shares lessons from nearly two decades with Techstars, thoughts on remote vs. in-person work post-COVID, and how mentorship can be redesigned for the next generation of entrepreneurs. The conversation also explores the cultural shifts introduced by AI, the hidden friction in monetizing online engagement, and why Brad believes the best way to shape a network is to invest in others before you know what you’ll get in return. Key Points From This Episode:00:00:00 Why Brad Feld “hibernated” from public life and how it changed his perspective 00:04:24 From default yes to default no: Reclaiming time and creative energy 00:06:28 Navigating remote work: Company culture and post-COVID office dynamics 00:09:49 When revenue goes negative: COVID-era crisis stories from Rover and SeatGeek 00:12:25 The Give First philosophy — and how it became Techstars’ guiding principle 00:17:50 Finding mentorship as a founder: What works and what definitely doesn’t 00:19:15 The power of peer mentorship and showing up without expectations 00:23:16 How online culture’s transactional mindset erodes community trust 00:26:00 Boulder Startup Week and the importance of local founder energy 00:30:41 Brad’s Random Day tradition: 15-minute meetings, one goal per person 00:35:17 Techstars vs. YC: Origins of the mentor-driven accelerator model 00:40:27 Building startup communities from scratch: What actually works 00:46:05 Founders must lead: Differentiating between startup communities and ecosystems 00:49:00 Mentorship at scale: Applying Techstars’ playbook to community growth 00:54:08 Frictionless networks: Why “Give First” accelerates stronger connections 01:00:16 AI’s impact on software development, legal workflows, and personal productivity 01:04:07 Coding with AI: Brad’s firsthand experience building a web app with Cursor

In this episode, Nicholas Grous and Sam Korus are ed by ARK Chief Futurist, Brett Winton, to delve into the Mary Meeker AI Trends Report, discussing the rapid adoption of AI technologies, the evolving role of AI in trust and validation, and the changing landscape of search behavior. They explore the monetization of AI, the investment landscape, and the future of autonomous vehicles, concluding with a positive outlook on AI's trajectory. 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 ed by special guests, but ultimately this is our chance to the conversation and share ARK’s quick takes on what’s going on in tech today. Key Points From This Episode: The rapid pace of AI adoption is unprecedented. AI is reshaping how we validate information and trust sources. Search behavior is evolving with the integration of AI. Monetization strategies for AI are becoming clearer. Investment in AI infrastructure is crucial for growth. Autonomous vehicles are on the brink of mainstream adoption. AI's role in education could revolutionize assessment methods. The competition between the US and China in AI is intensifying. Consumer behavior is shifting towards AI-driven solutions. Optimism about AI's future is warranted despite pessimistic narratives. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest X: https://twitter.com/public

In this episode, Nicholas Grous and Sam Korus discuss the recent Google I.O. event and OpenAI's significant acquisition, exploring the implications for generative AI and the competitive landscape between Google and Apple. They delve into Google's unified strategy for integrating AI across its ecosystem, the introduction of new tools for creators, and the potential future of AI hardware. The conversation highlights the challenges and opportunities for both tech giants as they navigate the evolving AI landscape. 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 ed by special guests, but ultimately this is our chance to the conversation and share ARK’s quick takes on what’s going on in tech today. Key Points From This Episode: Google's I.O. showcased a unified strategy for generative AI. The integration of AI into Android and Chrome is a key focus. Project Mariner aims to enhance browser capabilities with AI. Veo 3 represents a significant advancement in AI video generation. Generative AI tools are democratizing content creation. Apple needs to innovate quickly to stay competitive in AI. The future of AI hardware may not require screens. Privacy concerns will shape the design of new AI devices. Google's consumer-facing products are still strong despite past failures. The competition between Google and Apple will define the AI landscape. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest X: https://twitter.com/public

In this episode of FYI – For Your Innovation, Brett Winton and ARK analyst Nemo Despot sit down with Generate Biomedicines CEO Mike Nally and CFO Jason Silvers to explore how generative AI is transforming the discovery and development of protein-based therapeutics. Founded in 2018 by Flagship Pioneering, Generate Biomedicines is building a “self-driving lab” that combines machine learning, cryo-electron microscopy (cryo-EM), and high-throughput wet lab automation to dramatically accelerate drug development. The conversation dives into how Generate is reimagining protein therapeutics — going beyond trial-and-error methods to a data-first, design-driven model for creating novel medicines. The team discusses the company’s proprietary approach to integrating structural biology with functional data, the economic implications of reducing time-to-market from 13 years to under 9, and how their platform could unlock treatments for diseases that have been historically undruggable. They also touch on strategic partnerships, scalability, and how AI is shifting the biotech business model from artisanal science to an industrialized, data-driven enterprise. Key Points From This Episode:00:01:30 Why Generate Biomedicines is rethinking protein drug discovery from first principles 00:04:40 How their structure-first approach differs from peers like AbSci and Recursion 00:07:04 Using cryo-EM to build proprietary protein interaction datasets 00:10:57 Traditional drug discovery is random, expensive, and inefficient — here’s how Generate is changing that 00:16:58 From concept to clinic in 18–24 months: Accelerating timelines through AI 00:20:47 Going beyond efficiency: Unlocking access to undruggable biology 00:24:48 Turning cryo-EM into a high-throughput data engine for model training 00:31:20 The long-term vision: Patient-specific protein therapeutics 00:40:00 Why scalability gives Generate an edge over traditional biotech 00:47:52 The future of biotech as a research & development (R&D) sharing economy 00:54:19 Adapting fast: Keeping pace with generative AI advances across the stack 01:00:16 The KPI (key performance indicator) for platform success: Rate of improvement

In this episode, Nicholas Grous and Frank Downing explore the transformative potential of agentic coding and AI-assisted software development. They conduct a live demo showcasing how coding agents can simplify the development process, making it accessible to non-technical s. The conversation delves into the implications of these technologies on the economy, the future of knowledge workers, and the democratization of software development. The hosts emphasize the importance of experimentation with these tools and encourage listeners to engage with the technology firsthand. 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 ed by special guests, but ultimately this is our chance to the conversation and share ARK’s quick takes on what’s going on in tech today. Key Points From This Episode: Agentic coding is revolutionizing software development. AI-assisted coding tools are becoming more prevalent. Live demos help illustrate the power of coding agents. Non-technical s can now create applications easily. The potential for entrepreneurship is expanding rapidly. Coding agents can significantly reduce development time. The total addressable market for coding tools is vast. Knowledge workers can now create their own software solutions. AI tools are enabling creativity in ways previously unimaginable. Everyone with an internet connection can become a knowledge worker. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest X: https://twitter.com/public

In this episode of FYI - For Your Innovation, ARK’s Chief Futurist, Brett Winton, and Research Analyst Nemo Marjanovic, sit down with Dr. Jin Hyung Lee, a leading neuroscience researcher at Stanford University. Dr. Lee and her team are pioneering breakthroughs in understanding brain function—an essential step toward diagnosing and treating neurological disorders. The conversation explores the complexities of the brain, the challenges in defining and diagnosing neurological diseases, and why current diagnostic tools are still crude. Dr. Lee discusses how her research combines optogenetics, fMRI, and AI to create functional maps of the brain, leading to potential breakthroughs in treating conditions like epilepsy and Alzheimer’s. The trio also examines the broader implications of AI-powered diagnostics, how machine learning is revolutionizing precision medicine, and why we may be on the verge of a neuroscience revolution. Key Points From This Episode:Why defining brain function is crucial for diagnosing and treating disorders The role of optogenetics and fMRI in understanding the brain How AI and data-driven diagnostics are advancing neuroscience The intersection of molecular and imaging diagnostics in healthcare The shift toward personalized and predictive medicine

In this episode, Sam Korus and Nicholas Grous discuss the recent ruling in the Apple vs. Epic Games lawsuit, which has significant implications for Apple's App Store policies and revenue model. They explore the potential impact on developers and the broader ecosystem, as well as Apple's challenges in the tech landscape, including AI and hardware issues. The conversation also touches on the rise of no-code solutions and how they can disrupt traditional software development. 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 ed by special guests, but ultimately this is our chance to the conversation and share ARK’s quick takes on what’s going on in tech today. Key Points From This Episode: Apple is facing challenges to its App Store dominance. The Epic Games ruling allows developers to link to external payment options. This ruling could lead to a significant revenue shift for Apple. Developers are cautiously optimistic about the ruling's implications. Apple's internal ad network may help offset potential revenue losses. The tech landscape is evolving rapidly, especially in AI. No-code solutions are becoming increasingly accessible and disruptive. Companies may be overpaying for SaaS (Software as a Service) tools that can be built in-house. Interns can add value by creating in-house tools to save costs. The importance of hands-on experience with new technologies. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest X: https://twitter.com/public

In this episode, Sam Korus, Nick Grous, and David Puell delve into the methodology behind Bitcoin's price forecast for 2030. They explore the total addressable markets for Bitcoin, focusing on its use cases as “digital gold” and institutional investment. The conversation also touches on the evolving narrative of Bitcoin, particularly in light of recent ETF launches, and the implications for corporate treasuries. Additionally, they discuss the concept of 'liveliness' in Bitcoin's supply and how it affects price forecasts, concluding with insights on the dynamics of active versus dormant Bitcoin supply. 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 ed by special guests, but ultimately this is our chance to the conversation and share ARK’s quick takes on what’s going on in tech today. Key Points From This Episode: Key use cases for Bitcoin include “digital gold” and institutional investment. Institutional investment is based on the global market portfolio, excluding gold. Bitcoin's performance relative to gold ETFs shows its growing acceptance. Corporate treasuries are increasingly considering Bitcoin as an asset. The narrative around Bitcoin has shifted towards it being a store of value. Liveliness is a metric that adjusts Bitcoin's supply for price forecasting. 60% of Bitcoin supply is considered active or kinetic. Market dynamics can influence the liveliness of Bitcoin supply. A significant event could alter the current equilibrium of Bitcoin's active supply. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest X: https://twitter.com/public

Nikil Viswanathan, co-founder and CEO of Alchemy, s Brett Winton and Lorenzo Valente to explore the evolving crypto infrastructure landscape. Alchemy, often described as the “AWS for blockchain,” is powering some of the most widely used applications in Web3. Nikil explains why we’re still in the early innings of blockchain development and draws parallels to the early internet. The conversation also covers the rapid shift in institutional sentiment toward crypto, the potential of tokenized financial assets, and why AI agents will rely on blockchain rails to transact. Nikil shares insights from working with global banks, trends in stablecoins, and why the next phase of growth could be driven by developer and experience innovation. Key Points From This Episode:00:01:36 Why Alchemy is the AWS for blockchain—and what that means for crypto’s evolution 00:04:13 Smart contracts as a better alternative to traditional financial intermediaries 00:10:25 Mapping value accrual in smart contract platforms: A $5T opportunity by 2030 00:13:00 How Alchemy abstracts blockchain complexity and improves developer UX 00:18:30 Why blockchain is still in its “green screen” era—and what comes next 00:21:53 Meme coins, signal or noise? Nikil’s take on speculation vs. infrastructure 00:25:03 Crowdfunding, stablecoins, and digital ownership: The real-world use cases 00:29:36 Partnering with Worldcoin: Proof of personhood and bot-resistant networks 00:36:44 The institutional wave: What’s changed in the last 30 days 00:41:05 SAB 121 repeal, ETFs, and the regulatory unlock for banks 00:45:53 The six-step playbook for banks entering crypto—from custody to stablecoins 00:50:56 Will every bank launch a stablecoin and chain? A look at the fragmentation ahead 00:52:04 Tokenized real-world assets and the future of -owned financial infrastructure 00:58:10 Why AI agents need crypto rails—and what that unlocks 01:00:33 Smart underwriting, programmable capital, and peer-to-peer risk transformation

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 and enlightening, including experts with diverse viewpoints. Guests on this month’s Bitcoin Brainstorm include: Cathie Wood: Founder, CEO and CIO, ARK Invest Lorenzo Valente: Director of Research, Digital Assets, ARK Invest Matt Cole: CEO, Strive Asset Management Will Reeves: CEO, Fold Matt Odell: Managing Parter, Ten31 Rod Roudi: Co-Founder, Bitcoin Park Key Points From This Episode:  00:02:41 The role of bitcoin in corporate treasury strategies 00:06:04 Institutional perspectives on bitcoin as a hedge 00:10:48 Are there different strategic considerations for public vs. private companies? 00:13:13 Market dynamics and bitcoin s 00:22:15 The future of bitcoin treasuries in business 00:30:00 The long-term outlook for bitcoin in corporate strategy 00:40:01 Business strategies in the age of bitcoin 00:45:03 The hurdle rate: bitcoin as a benchmark for investment 00:48:59 Custody and accumulation strategies for bitcoin 00:56:10 The future of bitcoin adoption and education   Links Mentioned in this Episode:  Learn more about Bitcoin Park: bitcoinpark.com

In this episode, Sam, Nick and Varshika discuss Amazon's new feature, 'Buy For Me', which allows s to shop across different marketplaces using Amazon's purchasing capabilities. They explore the implications of agentic AI in e-commerce, the importance of reducing friction in the purchasing process, and how this innovation could reshape the competitive landscape. The conversation also touches on the future of services enabled by AI, emphasizing the value of knowledge in facilitating transactions. 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 ed by special guests, but ultimately this is our chance to the conversation and share ARK’s quick takes on what’s going on in tech today. Key Points From This Episode: Amazon's 'Buy For Me' feature allows shopping across different marketplaces. Agentic AI reduces friction in the purchasing process. The one-click checkout is a significant innovation in e-commerce. Payments are crucial for completing transactions in online marketplaces. The competitive landscape of e-commerce is evolving with AI capabilities. Knowledge at the point of purchase is valuable for consumers. Physical infrastructure remains important for e-commerce incumbents. The future of services could be transformed by AI technology. Consumer behavior is influenced by trust in payment systems. E-commerce has historically evolved to reduce transaction times. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest X: https://twitter.com/public

In this episode of For Your Innovation, Brett Winton, along with ARK Invest Chief Investment Strategist, Charles Roberts, and Research Analyst, Nemo Marjanovic, sit down with Geoffrey von Maltzahn, CEO and founder of Lila Sciences and a general partner at Flagship Pioneering. Fresh out of stealth mode, Lila is pioneering the concept of scientific superintelligence—leveraging AI and automation to accelerate discovery across materials science, chemistry, and life sciences. Geoffrey shares his vision for transforming the scientific method into an AI-driven engine that pushes the boundaries of innovation at unprecedented speeds. The conversation explores the limitations of traditional scientific research, the role of AI-driven autonomous labs, and how Lila aims to revolutionize hypothesis testing and experimentation. Geoffrey discusses how scientific intelligence can scale across domains, the importance of proprietary data, and why unlocking AI’s potential in science could be one of the most valuable technological advances of our time. Key Points From This Episode: ARK Invest sees Lila as a transformative opportunity. Lila’s AI science factories are reinventing research. We're experiencing breakthroughs in mRNA and material science through AI. Scientists roles are evolving in an AI-powered world.

In this episode, Sam and Nick discuss the Model Context Protocol (M), its significance in AI development, and its implications for the future of agentic AI. They explore how M simplifies the integration of AI applications with web services, making it easier for developers to enhance their models. The discussion also touches on the current trends in AI, consumer adoption, and the potential for AI to revolutionize shopping experiences. 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 ed by special guests, but ultimately this is our chance to the conversation and share ARK’s quick takes on what’s going on in tech today. Key Points From This Episode: M stands for Model Context Protocol, released by Anthropic. M allows AI applications to communicate with web services more efficiently. The protocol is open-source, enabling broader integration across platforms. M simplifies the development process for AI applications. It serves as a bridge between AI models and various online tools. M is gaining traction as a public utility for AI development. The future of agentic AI relies on protocols like M for functionality. Consumer adoption of AI tools is influenced by ease of integration. Shopping experiences could be transformed by AI and M integration. The conversation highlights the evolving landscape of AI technology. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest X: https://twitter.com/public

DNA sequencing is on the cusp of a major transformation, and Gilad Almogy, CEO of Ultima Genomics, is leading the charge. In this episode of FYI, ARK’s Chief Futurist, Brett Winton, and Multiomics analyst Nemo Despot explore how Ultima is making whole-genome sequencing radically cheaper—driving costs down from $1,000 to just $80 per genome, with ambitions for even further reductions. Gilad shares how his background in semiconductors shaped Ultima’s innovative approach, which relies on cost-efficient silicon wafers and high-throughput sequencing. The conversation also dives into the massive potential applications for low-cost sequencing, from cancer diagnostics and population genomics to AI-driven drug discovery. Key Points From This Episode: How Ultima Genomics’ unique approach is slashing sequencing costs The growing role of AI in understanding biology Why sequencing demand is highly elastic—cheaper data unlocks new applications The future of personalized medicine and real-time cancer detection How population-scale genomics will transform healthcare

In this episode, Sam and Nick discuss Robinhood's recent announcements, including its transformation into a full-service digital wallet, the introduction of AI features, and the launch of robo-advisory services. They explore the competitive landscape with Block and other fintech companies, emphasizing the importance of understanding market dynamics and engagement. The conversation highlights Robinhood's innovative approach to financial services and its potential impact on the industry. 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 ed by special guests, but ultimately this is our chance to the conversation and share ARK’s quick takes on what’s going on in tech today. Key Points From This Episode: Robinhood is evolving into a full-service digital wallet. In our view, the $5 subscription model offers significant value in finance. AI integration should enhance experience and accessibility. Robo-advisory services are a new offering for Robinhood. Understanding market dynamics is crucial for fintech success. Robinhood's competitive advantage lies in its brokerage foundation. The generational wealth transfer presents a massive opportunity. Block and Robinhood target different market segments. engagement metrics are vital for assessing growth. Innovation in fintech is rapidly changing the landscape. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest X: https://twitter.com/public

Is NVIDIA poised to shake up the AI industry? Sam Korus and Nicholas Grous are ed by ARK Director of Research, Next Generation Internet, Frank Downing, to discuss the key takeaways from NVIDIA's GTC conference, focusing on the shift from AI training to inference, NVIDIA's innovations in hardware and software, the growing interest in humanoid robots, and the impact of China's AI advancements on chip demand. They explore the competitive landscape, including AMD's position and the implications for companies like Waymo and Microsoft. 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 ed by special guests, but ultimately this is our chance to the conversation and share ARK’s quick takes on what’s going on in tech today. Key Points From This Episode: The next generation of NVIDIA chips will significantly increase compute power. AMD has had an advantage in memory per chip, but NVIDIA's software is superior. NVIDIA is focusing on humanoid robots and autonomous vehicles. The release of a large dataset for training humanoid robots is a significant step. Waymo's use of NVIDIA chips confirms their market position. China's advancements in AI are increasing demand for chips. Generative AI is gaining traction in China, leading to more chip demand. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest X: https://twitter.com/public

In this episode of For Your Innovation, the ARK team is ed by Umoja’s CEO, Dr. Andy Scharenberg, and CFO, Britton Russell, to discuss their journey, vision, and the innovative science reshaping cancer treatment. Dr. Scharenberg explains how Umoja’s in vivo gene delivery platform, VivoVec, represents a third-generation leap in CAR T-cell therapies—offering the potential to make cutting-edge treatments more scalable, accessible, and cost-effective. Britton Russell provides insights into how this paradigm shift is aligned with Umoja’s mission to democratize transformative medicine, enabling broader global access. Together, they explore topics ranging from the shortcomings of traditional CAR T-cell therapies, the challenges of current allogeneic solutions, and how Umoja’s platform overcomes these barriers. They also discuss the implications of in vivo therapies for oncology, autoimmune diseases, and even longevity, while touching on the role of better healthcare models and incentive structures to move the industry from "sick care" to true healthcare innovation. Key Points From This Episode: The limitations of existing CAR T-cell therapies and how Umoja addresses them. How in vivo platforms reduce costs and streamline treatment timelines. The broader applications of Umoja’s technology beyond oncology, including autoimmunity and longevity. Why better alignment of healthcare incentives is critical for advancing patient outcomes.

Is history doomed to repeat for Apple? Sam Korus and Nicholas Grous are ed by ARK Chief Futurist, Brett Winton, to discuss the current state of Apple, particularly focusing on its challenges in innovation and AI development. They analyze the delays in launching promised features, the implications of these delays on Apple's reputation, and the competitive landscape in which Apple operates. The discussion also touches on the company's historical context, its financial strength, and the potential future of AI within Apple's ecosystem. 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 ed by special guests, but ultimately this is our chance to the conversation and share ARK’s quick takes on what’s going on in tech today. Key Points From This Episode: Apple's recent announcements have not translated into actual product releases. The delay in AI features raises concerns about Apple's innovation capabilities. Apple's financial strength allows it to absorb some mistakes in product development. The competitive landscape is shifting rapidly with advancements in AI. Apple's marketing strategy may not align with its product development reality. The company faces a potential identity crisis in the AI era. There is skepticism about whether Apple can maintain its market dominance. The need for a cohesive strategy in AI development is critical for Apple. Apple's historical success does not guarantee future performance. The conversation highlights differing perspectives on Apple's future in technology. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest X: https://twitter.com/public

In this insightful episode of FYI, Eric Lefkofsky, CEO of Tempus, shares his journey from leading tech companies like Groupon to pioneering innovation in healthcare through AI. Lefkofsky explains how Tempus integrates advanced technology into medical diagnostics, making healthcare more precise and data-driven. He discusses the challenges of the U.S. healthcare system, the power of AI in personalized medicine, and the critical role of bridging gaps between technology and biology. Discover how Tempus is revolutionizing oncology and expanding its reach to other medical fields through strategic AI applications. Key Points From This Episode: How Eric Lefkofsky transitioned from tech to healthcare innovation. The story behind Tempus’ founding and its mission to personalize patient care. How Tempus uses AI to connect diagnostics with real-time clinical data. The systemic barriers in U.S. healthcare and how Tempus overcomes them. Key insights on the future of AI in precision medicine and its potential to transform patient outcomes.

Have we witnessed a quantum breakthrough? Sam Korus and Nicholas Grous are ed by ARK Chief Futurist, Brett Winton, to discuss the current state and future of quantum computing and AI, particularly focusing on Microsoft's advancements in quantum technology and the capabilities of Grok 3. 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 ed by special guests, but ultimately this is our chance to the conversation and share ARK’s quick takes on what’s going on in tech today. Key Points From This Episode: Microsoft's new qubit technology is a significant step forward. AI advancements may reduce the urgency for quantum computing. Grok 3 shows notable capabilities in AI performance. experience is crucial for AI adoption. The tech industry often promotes commercial applications that aren't meaningful. Investment in quantum computing requires a clear ROI. Grok 3's voice mode offers unique features compared to competitors. The divide in AI usage is growing among different demographics. Future AI tools need to focus on -friendly interfaces. For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest X: https://twitter.com/public