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FYI - For Your Innovation

Latest episodes

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Jan 28, 2019 • 30min

The Bitcoin Centralization Narrative with Yassine Elmandjra

In this episode we are joined by our very own crypto-analyst, Yassine Elmandjra, to talk about the idea that Bitcoin is becoming increasing centralized. This narrative has been growing over the last while with bigger entities supposedly controlling larger portions of the blockchain. Yassine shares his perspectives, ultimately showing that this argument has some serious flaws and that the blockchain has attributes that can prevent so-called “market control”. In our discussion, we cover the basics on the blockchain, mining, and the threat of a “51% attack” before going on to talk about pool centralization and its non-desirability. All of this is explained with the history of Bitcoin in mind. We are looking at the developments in blockchain technology from the last few years. For all this and much more, be sure to tune in!
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Jan 23, 2019 • 29min

Wright’s Law — Understanding Technology Cost Curves with Brett Winton

Our guest today is ARK’s very own Director of Research, Brett Winton. He is here on the podcast today to talk about the recent article he published titled Moore’s Law Isn’t Dead, It’s Wrong. Long Live Wright’s Law. In his piece and during this conversation, Brett unpacks the concepts in question and what sparked his desire to make this argument. He explains the popularity of Moore’s Law, used to forecast the growth of technologies, and goes on to show why he thinks it is not the best model for the task. Brett posits that Wright’s Law is better for this application and gives reasons and examples to back up his thesis. For instance, we will discuss electric vehicles, genome research, computing, and nuclear power. Be sure to join us on today’s episode!
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Jan 14, 2019 • 50min

Cryptoassets – A review with Chris Burniske of Placeholder

On the show today we welcome Chris Burniske of Placeholder, a venture capital firm that invests in cryptoassets. Chris is a friend and former colleague of ours at ARK Invest and he will be discussing all the latest developments in the crypto space as well filling us in on Placeholder’s projects and founding ideas. Yassine Elmandjra (ARK analyst) is also here to help conduct the interview and further our probing of Chris’ expertise. We aim to provide a review of the past year and get into the idea of defining a new economy before breaking down some of the key areas of interest relating to Bitcoin. Chris unpacks store of value and medium of exchange, what the future may look like, volatility and much more on the vanguard of the crypto world. The discussion turns to some other prominent cryptocurrencies before looking at regulation and global approaches to the growth of the cryptoassets. For all this and much more be sure to tune in! (Note: This episode was recorded 11/07/2018)
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Jan 7, 2019 • 12min

Building a Sustainable Future of Electric Powered Vehicles

Welcome back to another episode of the For Your Innovation Podcast. Today on the show we are joined by Sam Korus, ARK’s Thematic Analyst covering robotics, energy storage, and space exploration. In this episode we are going to talk about the fundamental materials you need to build a future powered by electric vehicles and digging into the question of whether or not the earth has enough of those core minerals, like lithium, cobalt, and manganese. Sam has been researching the fundamental ingredients of batteries and where we are in the state of batteries for a long time, so it is really exciting to get his take on exactly where we are and what research and innovation has planned for the next few years. For an incredible conversation, stay tuned to today’s episode!
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Dec 17, 2018 • 34min

CRISPR Controversy – A conversation with Stanford Prof. Henry Greely

On the show today we welcome Professor Henry Greely from Stanford to talk a about the recent developments in the genetic field and particularly the latest controversy around CRISPR technology. Professor Greely is the Director at the Center for Law and Biosciences at Stanford, he’s a Professor of Genetics at the Stanford School of Medicine, and a Chair at the Steering Committee of the Center for Biomedical Ethics. Inside this episode we get a background on gene-editing and CRISPR technology. Prof. Greely breaks down the basic story of Dr. He Jiankui, a Chinese scientist who conducted a gene-editing experiment with twin babies, causing serious concerns in the scientific community and raising ethical questions. From there we discuss alternatives to CRISPR and ways in which the technology could be utilized more conscientiously in the future. In this context, we will also give some attention to the global position of China and the political landscape. For all this and more be sure to tune in!
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Dec 10, 2018 • 25min

Amazon AWS – The Everything Store for Enterprise Computing?

Welcome back to a new episode of FYI, For Your Innovation Podcast, a podcast exclusively focused on disruptive innovation. Today on the show Yassine Elmandjra will be co-hosting the podcast with James Wang. We will be diving into the recent announcements at the AWS re:Invent Conference and what it means for the cloud computing space as a whole. Just how Amazon is the everything store for consumers, it seems like Amazon Web Services (AWS) is really the everything store for business and enterprise computing. Inside this episode we explore how Amazon has been able to take over an increasing amount of verticals, their shift into the enterprise software space, and how they are strategically eliminating the competitive edge of other companies with each new product release. We also dig into the importance of owning the customer relationship and why that has given Amazon a much greater insight into the consumer market on all fronts. For an incredible conversation on Amazon’s disruptive innovation, stay tuned in to today’s episode!
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Dec 2, 2018 • 47min

Micromobility and the Future of Transportation with Horace Dediu

In this episode of the For Your Innovation Podcast, we chat with Horace Dediu of Asymco about his ideas on micromobility. With the unpredictable and burgeoning market that Horace is immersed in and fascinated by, there is so much to unpack and discuss in terms of possibilities and implications. This discussion offers a large array of thoughts and considerations for anyone connected to the future of transportation. It seems clear that micromobility will be a force to be reckoned with in the world of transit as well as in the global economy. Horace expertly explains many of his thoughts and goes into detail regarding possible permutations across the subject. We talk business models and industry comparisons, as well as looking at the key areas in which micromobility battles will be fought. For a detailed and horizon expanding conversation, be sure to tune in!
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Dec 2, 2018 • 17min

Understanding the Autonomous Vehicle Landscape and the Opportunity it Creates for Investors

Welcome to FYI, the For Your Innovation Podcast. This show offers an intellectual discussion on technologically enabled disruption, because we believe that investing in innovation starts with understanding it. Today on the show we welcome on Tasha Keeney, Analyst at ARK Investment, who covers autonomous transport and 3D printing. ARK is a leading investment manager focused on disruptive innovation that is changing the way the world works. ARK was formed to capitalize on the opportunities created by companies benefiting from technological change. Inside this episode, Tasha joins us to talk about the state of the autonomous vehicle landscape and the Mobility-as-a-Services thesis. We also dive into the different launching strategies for various autonomous car companies, predictions for the future of autonomous cars, and learning how to understand the potential opportunity for investors going forward. For all this and more, stay tuned for this incredible conversation. Key Points From This Episode: Tasha’s view on what the autonomous car landscape looks like right now. The differences between level four and level five autonomous cars. Timelines for commercialization of Waymo and GM autonomous cars. Discussing launch locations and strategies for Waymo and GM autonomous cars. Tesla’s strategy for rolling out autonomous and how it differs from Waymo and GM. Understanding why LIDAR can be seen as a crutch for autonomous vehicles. Mechanical, or spinning, versus solid state LiDAR. The best way for investors to look at the opportunity of autonomous vehicles.
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Nov 21, 2018 • 2min

Welcome to FYI – The For Your Innovation Podcast by ARK Invest

Welcome to FYI! ARK’s podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs. In every episode ARK and guests provide a unique perspective on how to best understand disruptive innovation. We shine light on research, reports, and expert opinions­, with the goal to discuss what really matters and how to capture technologically enabled growth. Some of our first guests on this podcast include Horace Dediu, Chris Burniske, Ambassador Yossi Gal, Cathie Wood, and more. Please feel free to reach out to us with topic ideas and suggestions for podcast guest. We hope you enjoy the conversation!

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