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FYI - For Your Innovation

Latest episodes

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Aug 23, 2023 • 25min

The State Of Delivery And Nuclear Cost Declines | The Brainstorm EP 11

This podcast episode discusses the state of autonomous drone delivery and the cost declines in nuclear power. It explores the challenges and potential disruption of autonomous delivery, highlights promising companies in delivery technology, and examines the impact of regulation on the cost of nuclear power. The episode also explores the role of nuclear energy in achieving net zero carbon target and investigates the current state of fusion.
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Aug 17, 2023 • 35min

Pioneering AR Solutions for the Enterprise World with Daniel Diez

Daniel Diez, an expert in the augmented reality (AR) universe, discusses Magic Leap's advancements, including the Magic Leap 2 headset and its adoption by enterprise customers. The podcast explores the applications of wearable technology in training and healthcare, highlighting the positive feedback for Magic Leap 2. The potential of AR in the architecture engineering instruction industry and the challenges in the consumer market are also discussed.
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Aug 16, 2023 • 23min

ESPN BET, AI's Impact on Global Warming | The Brainstorm EP 10

This episode of 'The Brainstorm' discusses ESPN's entry into the sports betting market, analyzing their potential impact and competition. It also explores the use of AI to reduce contrails and its impact on global warming. They touch on the implementation of carbon abatement and government incentives as well.
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Aug 14, 2023 • 15min

Big Ideas Monday Mini: Smart Contract Networks

This podcast explores the transformative potential of smart contract networks in revolutionizing finance and predicts a multi-trillion-dollar opportunity by 2030. It discusses the history and evolution of smart contract networks, the rise of decentralized finance, and the benefits of transparent and autonomous financial services. The podcast also explores technological upgrades and scaling technologies, recent advancements and concerns in smart contract networks, and the challenges and opportunities they present.
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Aug 10, 2023 • 43min

Unlocking the Power of AI in Gaming with Unity’s Marc Whitten

Hosts Andrew Kim and Nicholas Grous venture into the world of artificial intelligence (AI) in the gaming sector with Marc Whitten, the President of Create at Unity. They discuss AI’s role in creating vivid, immersive 3D experiences. Marc gives them a behind-the-scenes look at the complexities and opportunities involved in deploying AI for content creation in games. They also explore Unity’s mission to make game design accessible to all. The conversation doesn’t stop at gaming; they also cast a wider look at how real-time 3D technology is making waves across various industries. So join Andrew, Nicholas, and Marc on this insightful journey where they blend technology, creativity, and gaming into a captivating exploration. “I believe that we’re going to enter this golden age of inference based techniques used at Runtime and many of those are going to be very small models.” @MarcWhitten Key Points From This Episode: Mark Whitten’s background and role as President of Create at Unity Gaming industry competitiveness and use of AI AI targeting specific players and improving ad monetization Focus on building and maintaining gaming communities AI at Runtime for immersive and dynamic game worlds Non-player character (NPCs) having meaningful conversations and shaping game experiences Implications and challenges of generative AI in game development Unity’s use of AI tools and collaboration with Apple Apple’s approach to spatial computing and Vision OS Orchestration of AI techniques through Muse platform Solving content creation crisis in the industry Productivity gains and increased number of creators with AI tools Challenges and benefits of using neural network-based features in games Cintus platform for local model execution and improved performance Designing games for different platforms and input methods Real-time and 3D technology in non-gaming industries Unity’s goal of expanding applications and accessibility of tools AI’s role in content creation across various industries Unity’s focus on real-time and 3D technology in different sectors Partnerships with various platforms and potential for creativity
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Aug 8, 2023 • 0sec

Bitcoin and the Hunt for AI Computing | The Brainstorm EP 09

Bitcoin on-chain analysis, CoreWeave's debt financing, potential applications in electric motors, casual conversations about ice cream and running shoes.
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Aug 7, 2023 • 15min

Big Ideas Monday Mini: Autonomous Ride Hail

Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast. Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow. We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change. To learn more, view Big Ideas 2023. This week’s Big Ideas Monday Mini Episode focuses on Autonomous Ride Hail. Today, autonomous ride-hail services delight riders across ~15 cities internationally* and should scale into widespread commercial adoption within the next ten years. Autonomous technology should reduce the cost of mobility to ~12% the average cost of human-driven ride-hail service today. ARK’s research suggests that global autonomous ride-hail platforms will create $14 trillion in enterprise value, based on $4 trillion in revenue during the next five years. Watch the video version here. *This number includes both commercial and non-commercial services operating at the end of 2022. Sources: ARK Investment Management LLC, 2023. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results.
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Aug 3, 2023 • 1h 17min

Building and Scaling: a Bitcoin Conversation

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: Preston Pysh – Show Host and Co-Founder, The Investor’s Podcast Network and Advisor, Ego Death Capital Jack Mallers – CEO and Founder, Strike Obi Nwosu – CEO and Co-Founder, Fedi Rod Roudi – Co-Founder, Bitcoin Park   Harry Sudock – Chief Strategy Officer, GRIID and Partner, Bitcoin Park   Cathie Wood – CEO, CIO and Founder, ARK Invest Yassine Elmandjra – Crypto Lead, ARK Invest Key Points From This Episode: 00:00 Intro to the Bitcoin Brainstorm and Bitcoin Park in Nashville 4:30 Our panel discusses Jack Dorsey’s thoughts on Bitcoin as the currency of the internet 8:30 Dr. Art Laffer’s discovery and interest in Bitcoin 10:30 How Bitcoin can potentially benefit communities like those in Kenya 19:00 What countries are moving the fastest to adopt Bitcoin as a currency and how does the global south view Bitcoin generally 26:20 Jack’s thoughts on the modern day monetary policy and why it may be destroying the middle class 28:31 Why Bitcoin might be too volatile for many people living in poverty, but crypto solutions like stablecoins could be a better option 30:35 Potential routes of scalability for Bitcoin, including the potential for a third layer, beyond Lightning 35:20 Comparing Visa’s network to the Lightning network and the argument that Bitcoin does not have a scaling problem 39:26 How Jack Dorsey and Block are working to grow the Lightning network 44:39 The cooperation that exists within the Bitcoin ecosystem and why 49:10 Bitcoin’s role in enabling businesses to reach more people globally 54:38 The comparison of Lightning channels to traditional fiat channels 56:30 Why Bitcoin might be the most inclusive currency 01:00:49 How Bitcoin could be unlocking a new customer that was otherwise unwilling to bank, similar to how Robinhood unlocked a new investor base with lower barriers to entry 01:03:42 The ability to focus on markets that other people are unable to focus on may be one of Bitcoin’s most valuable current features 01:06:15 Obi’s recounting of Gridless, a Kenyan Bitcoin mining company that has transformed villages in Africa 01:10:00 Preston’s comparison of Bitcoin to Mitochondria 01:11:02 Conclusion, and final thoughts from Harry, Preston, Obi, Yassine, Jack and Cathie Show Notes: June ARK Invest Bitcoin Monthly – https://twitter.com/dpuellark/status/1676733038674190338 Money Matters Podcast with Jack Mallers and guest Jack Dorsey https://podcasts.apple.com/us/podcast/ep-1-jack-dorsey/id1695949365?i=1000619425244 Ai4ALL Hackathon – https://bolt.fun/tournaments/ai4all/overview To learn more about Bitcoin Park – bitcoinpark.com
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Aug 1, 2023 • 36min

Room Temp Superconductor, Ad Spending, Worldcoin | The Brainstorm EP 08

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 Director of Research, Autonomous Tech & Robotics Sam Korus are joined by ARK Chief Futurist Brett Winton. Together they discuss the possibility of a Room Temperature Superconductor, what we are learning about ad spending from company earnings reports, and Sam Altman’s Worldcoin. Key Points From This Episode: Intro Potential Super Conductor Ad Spending Worldcoin
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Jul 31, 2023 • 17min

Big Ideas Monday Mini: Bitcoin

Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast. Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow. We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change. To learn more, view Big Ideas 2023. This week’s Big Ideas Monday Mini Episode focuses on Bitcoin. We believe Bitcoin’s long-term opportunity is strengthening. Despite a turbulent year, Bitcoin has not skipped a beat. Its network fundamentals have strengthened and its holder base has become more long-term focused. Contagion caused by centralized counterparties has elevated Bitcoin’s value propositions: decentralization, auditability, and transparency. The price of one bitcoin could exceed $1 million in the next decade. Sources: ARK Investment Management LLC, 2023. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security or cryptocurrency. Past performance is not indicative of future results.

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