FYI - For Your Innovation

By ARK Invest

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Description

The FYI – For Your Innovation Podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs.

Episode Date
The First AI Chip Startup with Naveen Rao, Nervana Systems
57:03
Nov 20, 2020
Using Gene Editing to Cure HIV with Daniel Dornbusch
41:19
Nov 13, 2020
The Digital Economy with Gary Vaynerchuk
31:24
Nov 01, 2020
Bitcoin As An Investment with Nate Maddrey
51:24
Oct 26, 2020
Learn Anything. From Anyone. AI talk with Mckay Wrigley
1:02:51
Oct 06, 2020
The State of Genetic Testing in The US with Rob Metcalf
50:23
Sep 25, 2020
Emerging Themes in Fintech with Dan Kimerling
48:44
Sep 04, 2020
The Different Sides of Precision Medicine with Jo Bhakdi, CEO and Co-Founder of Quantgene
49:31
Aug 20, 2020
Venture Capital Changes and Business Education with Steve Blank
50:46
Aug 13, 2020
Esports: Gathering and Growing Communities with Austin Smith
36:10
Aug 05, 2020
A Case for Earlier Cancer Detection Strategies with Dr. Bert Vogelstein
34:47
Jul 30, 2020
Automation and Robots in The Manufacturing Sector with Tyler and Colby Stilson
40:06
Jul 21, 2020
Battery Supply Chain for Electric Vehicles with Simon Moores and Vivas Kumar
39:29
Jul 09, 2020
Mobile Payments with Alberto Damasso, Founder and CEO of Satispay
57:19
Jun 29, 2020
The Coming Dawn of Self-Driven Cars with Oliver Cameron
53:03
Jun 22, 2020
Podcast Monetization Through Subscriptions with Jason Sew Hoy, CEO of Supercast
38:44
Jun 12, 2020
Innovation Isn’t Voluntary with Jim McKelvey, Cofounder of Square
50:36
Jun 03, 2020
What Nvidia’s New A100 GPU Means For the Data Center and AI
42:48
May 26, 2020
Supersonic Travel with Blake Scholl, CEO of Boom Supersonic
38:34
May 20, 2020
Be Creative. Together. Joseph Gordon-Levitt and Jared Geller Talk About HitRecord
39:35
May 17, 2020
The Modern SaaS Industry with Austin Petersmith
41:42
May 14, 2020
The Blockchain Mindset with Dr. Alex Cahana
49:59
In this virtual, remote, distant world we need to make sure that the technologies that support us can transfer information that is accurate, safe and trusted. For today’s episode, we had Dr. Alex Cahana join us to speak about the role Distributed Ledger Technologies will play in shaping business, health systems, and definitions of community in the post-pandemic world. Dr. Cahana is the Chief Medical Officer and Market Lead for ConsenSys Health. His experience is in military, healthcare and most recently, blockchain, and he believes that by ‘blockchainizing’ healthcare we can transform people from passive health service consumers into active, self-sovereign health and wealth producers. In today’s show, we discuss the importance of secure, trustworthy data to business and healthcare and how blockchain-based systems are ushering in a new era in this regard. Dr. Cahana tells listeners about what blockchain’s ability to remove ‘fakeness’ means for securing systems in health, law, news and more. Our conversation also covers the global pandemic and what it has emphasized, what we can learn from it, and how technologies that are being implemented now might be here to stay once things blow over. A key takeaway here is that surviving the pandemic should not come at the cost of our privacy. We discuss his efforts with “Failure Is Not an Option” (FINO) as far as their ventures toward reshaping business through blockchain, and the incentives blockchain could provide to people so that they can take a more active role in their own healthcare. Most importantly, Dr. Cahana’s message is that blockchain is a mindset. It represents a mentality where we realize that we have to work together and it enables a behavioral economy which makes things so secure that trust gets taken out of the picture. Tune in for Dr. Cahana’s big picture, cross-disciplinary insights.
Apr 24, 2020
Embrace The Move To Automation
24:27
From manufacturing to universities, companies and institutions are in turmoil across the board. During the time of COVID-19, businesses are being forced to look for better, faster, or cheaper solutions to the problems that they’re facing. Increasingly new technologies can provide help. We take a look at how businesses, brands, organizations, public services, and institutions are having to make drastic shifts in order to survive and adopt new solutions such as drones, 3D printing, autonomous driving, and online education. As the world makes behavioral shifts to the “new normal,” we are seeing how people are beginning to move toward automation in multiple areas of their lives – be it food delivery, pursuing education, or catching a ride. The entire world is at a tipping point where we are being forced to embrace the move to automation… who will be left behind?
Apr 21, 2020
A World of Contactless Payments
35:26
The current coronavirus (COVID-19) pandemic has saturated media across the globe. The information available to us is vast, expansive, and can be all-consuming. But a lot of this information is, understandably, geared heavily toward medical and social topics. In this episode, we explore the impact of covid-19 on fintech companies. We ask the question, what does this mean payment methods and the future of transactions across the globe? George Whitridge and Max Friedrich, FinTech analysts at ARK, talks about how various countries have responded to the push for contactless payment methods, the economic benefits we’re seeing in contactless payments, and how companies and brands such as Zillow, Cash App, and DocuSign are responding to the current crisis. We also take a look at the response to the pandemic by The Small Business Administration and US banks, and why startups who live in uncertainty, are more likely to master this crisis than older business models. We ‘round off with some fascinating stats about just how dirty your credit and debit cards really are. If germs were a currency, perhaps we’d all still be in business? Tune in.
Apr 09, 2020
Powering Online Education with Chip Paucek
38:54
This week we are joined by Chip Paucek, 2U’s Co-Founder and CEO. 2U is one of the leading online education software platforms. At ARK we often say disruptive innovation gains traction in tumultuous times. There’s perhaps no better example than in the education space. For six years 2U noted that one of the biggest challenges was fighting the stigma of online education, and then in the midst of COVID-19 nearly every school has been forced into an online only setting. Tune in to hear Chip walk us through 2U’s critical role in helping schools’ transition from the classrooms to online. We talk about the challenges of 2U, how online learning can create more engaging classes, and how 2U’s scale can help lower the cost of higher education.
Mar 31, 2020
How Innovations in Genomics and Biotech Can Help Us With The COVID-19 Crisis
28:43
As the coronavirus (COVID-19) continues to strengthen its grip across the globe, it’s natural to feel a sense of dread and despair. However, we believe that tumultuous times can be the best catalysts for innovation, and this pandemic is no exception. In this episode, Simon Barnett and Ali Urman, ARK’s genomics analysts, are here to discuss developments in genomics and biotech, underway in response to the COVID-19 crisis. Simon sheds light on the declining cost curve of DNA sequencing, which allowed scientists to sequence the virus in a handful of days—a stark contrast to the six months it took to sequence the SARS virus. We also discuss improvements in diagnostic tools like synthetic biology in the context of this pandemic. Ali zooms further in on some preventative medicine and vaccine developments. While traditional vaccines use the virus itself, companies like Moderna, Inovio, and Arcturus Therapeutics, among others, are working on a range of unconventional and potentially groundbreaking preventative measures. We also look at how existing anti-viral drugs are being repurposed for the treatment of COVID-19. Lastly, we take a look at auxiliary areas where we have seen an increase of innovations. Simon highlights how telemedicine, organ transplant, and blood safety measures have seen growth during the crisis. Many of the developments are breaking down FDA barriers. We hope that these developments galvanize innovative approaches to prevention, diagnoses, and treatments not only for COVID-19 but for other diseases as well. Be sure to tune in today!
Mar 26, 2020
Business As Usual During Coronavirus – How Innovation Enables Work Remote
31:28
Here at ARK we are always talking about disruption and now we are faced with huge disruption. The coronavirus outbreak has massive implications on many levels for the whole world, not least of which is the need for many people to work remote where possible. This episode is a discussion about what that looks like during a time of mass quarantine. We are focusing our discussion on the realms of communication and entertainment. First of all, we discuss video conferencing and naturally, our eyes are on Zoom. Having grown rapidly in the last few years, Zoom will probably prove to be even more important as social distancing is enforced. From there we turn to messaging and texting in a professional context, looking at Slack in particular. We consider some of the other concerns in this period of remote work, particularly security and how the cloud has helped businesses alleviate security concerns. The conversation then turns to entertainment, as we first look at professional sports events, almost all of which have been postponed or canceled, and what might take their place in people’s lives. We can already see E-sports growing, even before the outbreak. We finish off talking about television and movies, arguing that on-demand services will probably strengthen under current conditions with traditional cable suffering due to the absence of sports. Listen in to get it all!
Mar 24, 2020
A History of Bitcoin’s Predecessors, Dollarization, and Stablecoins with Nic Carter
1:10:55
Our guest for this week’s episode is Nic Carter, Partner at Castle Island Ventures and Cofounder of Coinmetrics.io. In this episode, we dive deep into some of Nic’s current cryptocurrency obsessions. We start off covering the history of Bitcoin’s predecessors, leading to an interesting realization that the crypto industry today may be forgetting the lessons drawn from previous attempts to create a private money. We then shift the conversation to stablecoins and the implications of their continued growth. In doing so, we highlight that stablecoins today are virtually no different than reserve-backed currencies of the past. We end the conversation on an interesting theory that, contrary to popular belief, crypto may actually be good for the dollar. We explore different cases of dollarization and the heterogenous mechanisms by which they’ve emerged. Tune in for all of that and more!
Mar 19, 2020
Exploring the Infinite Prospects of Computer Vision AI with Matt Zeiler
43:13
Today’s guest is Matt Zeiler, Founder, and CEO of Clarifai. Clarifai is one of the first startups to apply modern deep learning for image recognition. Their tools are currently used by clients like Staples, OpenTable, and the US Department of Defense (DoD). In this episode, Matt sheds light on the company’s founding story and how an internship at Google was the catalyst for the creation of Clarifai. He also talks about what it’s like competing against industry giants like Facebook and Google. Clarifai’s algorithm and their ability to collaborate rather than compete with their clients truly sets them apart. Matt also sheds light on the benefits of the network effect for both the customers and the company. Matt talks about some of the interesting use cases of their technology, like Trivago, which uses image recognition to organize hotel photos or how the DoD uses it in natural disaster recovery. Matt believes that AI is a great service to the government in helping citizens in many ways, and Clarifai is incredibly proud to be a partner. Tune in to learn more about AI image recognition and be inspired by Matt.
Mar 11, 2020
Coronavirus and the Future of Immunotherapy with Prof. Isaiah Arkin
37:23
The Coronavirus (COVID-19) is dominating most headlines of every news channel in the world. To learn more about this virus and its implications we talked to Professor Isaiah Arkin. He is the Arthur Lejwa Prof. of Structural Biochemistry at Hebrew University of Jerusalem and the former Vice-President for Research and Development at the University. He holds a Ph.D. from the Yale School of Medicine in Cell Biology. Professor Arkin’s research has succeeded in shedding new light on the inner workings of flu viruses and in particular how a virus avoids anti-viral therapy. In this episode, Prof. Arkin clarifies some of the misconceptions around the coronavirus and draws parallels between the common flu and SARS. We discuss the threat level of the coronavirus, what we can expect from the disease, how we can control it, and whether the global fear is justified. In the second part of the show, we discuss immunotherapy, which he believes is ‘the next big thing’ in healthcare. He walks us through what the future of cancer research holds, why we should look to the natural world for answers and highlights some interesting research that is currently happening. As usual, our interaction with the Hebrew University was a fruitful one and we look forward to engaging more at NEXUS: Israel 2020 in New York.
Mar 02, 2020
How Lululemon Broke the Mold, with Chip Wilson
41:52
This week’s guest is Chip Wilson, entrepreneur, philanthropist and most notably, the founder of apparel company Lululemon. Long before Apple and Tesla opened their owned stores, Lululemon pioneered the concept of vertical retail in North America. Unlike other sports apparel companies that sold to retailers, Lululemon designed products were sold exclusively in its own stores. By owning all aspects of design, marketing, and retail, it commanded software like gross margins. In this episode, Chip gives his insights on Lululemon’s business model, why Kit and Ace didn’t take off and his latest involvements in Amer and Anta, which some are calling the Nike of China. We are excited to discuss with Chip his innovative business model approach and how Lululemon was able to become brand pioneers, carving out a corner of apparel and creating the athleisure market.
Feb 26, 2020
Bitcoin’s Security Model with Hasu
1:09:11
Eleven years since the creation of Bitcoin, its security model is still not agreed upon. Our guest today goes by the Twitter pseudonym Hasu (@hasufl), an independent cryptocurrency researcher who publishes work on the subject of non-sovereign money and has taken a recent interest in Bitcoin’s security model. We kick off our conversation with a recognition of the power of pseudonymity in the digital realm and the implications of our ability to access an abundance of information in a post-internet world. We then take a deep dive into the world of Bitcoin, unpacking its security model. We begin with an explanation of Satoshi Nakamato’s explicit design goals to achieve the properties of an apolitical monetary system. We introduce an intuitive way of thinking about proof of work, highlighting Bitcoin’s innovative ability to coordinate trust, and facilitate the transfer of value without relying on a centralized authority. We explain why Bitcoin needs mining and how the network incentivizes miners. We place particular emphasis on the economic incentives required to secure Bitcoin and a potential shift in these incentives over time. We finish with an outline of countermeasures against a potentially weakening security model, in hopes to further encourage conversation. Key Points From This Episode: The transition from information scarcity to information abundance since the internet. Democratic values provided by the internet and its culture of pseudonyms. Satoshi’s design goals and Bitcoin’s security principles Why Bitcoin needs mining Timestamping with Nakamoto consensus Miners’ influence on the network: what miners can and can’t do How to think about proof-of-work What secures Bitcoin: a combination of cryptography and economic incentives Acknowledging a shift in Bitcoin’s security model from block rewards to transaction fees Countermeasures to Bitcoin’s changing security model Tweetables: “Money and finance are spaces that have historically had huge barriers to entry and largely been protected from disruption. Cryptocurrency is able to exist outside of the curfew of government regulation.” — @hasufl “The market value of rewards is tied to the health of the network. As a result, the entire balance sheet of miners is tied to the health of the network. If users lose faith, miners lose their investment.” — @hasufl “If there ends up being a problem, and we are in a hurry to fix things, then it’s way easier to make a mistake, adopt an imperfect solution, or implement something without full community buy-in.” — @hasufl
Feb 19, 2020
A Proactive Approach for a Pathogen-Free Blood Supply with Dr. Larry Corash
58:45
Blood is a crucial supportive therapy within healthcare. Approximately 18 million blood components including red cells, platelets, plasma, cryoprecipitate, and a small amount of whole blood are collected each year in the United States, meaning it is of critical importance that blood remains pathogen-free. Today’s guest is Dr. Larry Corash, the co-founder and chief scientific officer of Cerus (CERS), a patient-centric medical technology firm focused on massively improving the safety of the world’s blood supply. Cerus is helping to shift medical paradigms around the prevention of transfusion-transmitted diseases from reactive to proactive. Before 1971, there was only one test that was done on blood before transfusion, which was a test for syphilis. Since then, tests for other viruses have been invented but the method remains cumbersome and accident-prone. Dr. Corash’s experience with patients who had been infected with HIV through blood transfusions was ultimately what brought him to do the research that lead to the development of the technology Cerus uses. Dr. Corash appears on the show today to speak more about Cerus’s mission, the science behind INTERCEPT technology, legalities around FDA approval in the US, and some of the great work they have already done to revolutionize blood transfusion safety practices globally.
Feb 12, 2020
Esports and Gaming Trends with Will Hershey of Roundhill Investments
48:08
On the podcast this week, we have Will Hershey, cofounder and CEO of Roundhill Investments, to help us breakdown Esports and the Gaming Industry. Will is responsible for the company’s indexing, research, and product development efforts, in addition to firm-level partnerships and operations. Before founding Roundhill in 2018, Will served as the Head Trader with Yorkville Capital Management, and prior to that he was with Yorkville ETF Advisors, where he was instrumental in the creation and growth of two NYSE-listed ETFs. We dive into the latest trends in gaming, what we are looking forward to as new tech develops, and different business models between streaming platforms, both in the east and the west. Will gives us his perspective on cloud gaming and the introduction of VR. For an incredible look into the world of Esports, be sure not to miss out on today’s episode!
Feb 03, 2020
Introduction to ARK’s Big Ideas 2020
22:29
Join James Wang as he interviews Cathie Wood (CEO and CIO at ARK Invest) on our recently published Big Ideas 2020 report. On this podcast Cathie will share her perspective on some of the biggest breakthroughs ARK believes should not be missed in the coming year.
Jan 14, 2020
Best of 2019: FYI Podcast with Elon Musk, George Church, and more
40:21
As we wrap up 2019, we would like to thank everyone who listened to the FYI — For Your Innovation podcast. We received incredibly positive feedback for our podcast show and had some truly amazing guests in the past year, ranging from world class geneticists to founders and CEOs. In this final episode of 2019, we put together a “greatest hits compilation” of our five most popular episodes.   1. On the Road to Full Autonomy with Elon Musk (EP11) Elon Musk talks about how his engineering background drives his decision making for Tesla and why he is so confident that Tesla will achieve full autonomy. On this podcast: Elon Musk, Tasha Keeney, Cathie Wood. (Listen to the Full Episode)   2. Immunotherapy and the Race to Cure Cancer with Charles Graeber (EP21) For decades cancer was something that was treated rather than cured. Author of the book The Breakthrough: Immunotherapy and the Race to Cure Cancer, Charles Graeber unpacks the history of immunotherapy, why it remained on the fringes for so long, and why cancer might become a manageable disease. On this podcast: Charles Graeber and James Wang (Listen to the Full Episode)   3. The Genomic Revolution with Prof. Dr. George Church (EP26) Professor George Church is one of the pioneers of modern genetics. We dive into the stage of genomics, next generation oncology, the security and regulation of genetic information, gene editing, and the increasing speed of the genomic revolution. On this podcast: George Church, Manisha Samy, Simon Barnett, and James Wang. (Listen to the Full Episode)   4. Wright’s Law—Understanding Technology Cost Curves with Brett Winton (EP07) Brett Winton explains how Wright’s Law makes simple and robust predictions about technology cost declines, and why it’s at the center of ARK’s research. On this podcast: Brett Winton and James Wang (Listen to the Full Episode)   5. Cerebras’ Wafer Scale Engine AI Chip with CEO Andrew Feldman (EP37) Andrew Feldman, co-founder and CEO of Cerebras, joins us to discuss the Wafer Scale Engine, or WSE, an AI chip that is 50 times larger than the largest chips produced by Nvidia and Intel. On this podcast: Andrew Feldman and James Wang (Listen to the Full Episode)   We will be back in 2020 with new episodes and more exciting topics, because investing in innovation starts with understanding it. Until then, stay innovative!  
Dec 22, 2019
The Beginning of Every Deep Learning Exercise With Manu Sharma and Brian Rieger
53:25
In today’s episode, we welcome Manu Sharma and Brian Rieger from Labelbox, a private company which we believe is leading training data solution for machine learning. We have had many conversations on this show about artificial intelligence from a hardware and algorithm perspective, but data is just as important. All production AI systems are based on supervised learning, which requires large quantities of data to be labeled so that the algorithms can understand and compartmentalize it. In other words, data without labels can’t be used by most AI algorithms. While large internet companies like Google and Facebook have built custom tools in-house to help label and sort through their large troves of data, most enterprises have very few options. Labelbox aims to fill this gap by providing a scalable and easy-to-use tool to help companies convert their raw data into labeled data fit for machine learning algorithms. Today on the show, Manu and Brian get into the history of Labelbox, as well as the services it provides to its clients and the machine learning community. We talk about the tiers and iterations of Databox, its pricing structures, the various industries it supports, and what makes it stand out against its competition. We also cover some fascinating ground around human-in-the-loop systems, how a machine learning startup would train its AI and the difference between software 1.0 and 2.0. In our conversation, we also speak about Labelbox in relation to computer vision, drone technology, and labor ethics. Join us to get a taste of the many ways data and AI will continue to penetrate life and industry well into the foreseeable future.
Dec 16, 2019
The Power of Deep Learning with Bryan Catanzaro from NVIDIA
48:14
We are joined by Bryan Catanzaro, Vice President of Applied Deep Learning Research at NVIDIA. In his early career he built some of the original deep learning libraries and worked at Baidu in the specific field of deep speech. In 2016 he returned to NVIDIA and has been there since, exploring the ever-evolving field of deep learning at one of the industry leaders. We discuss conversational AI and the newest advancements in the field, Bryan’s thoughts on NVIDIA’s competition and what the market looks like currently. Bryan also weighs in on how far we are from a more general form of artificial intelligence and how far we can get by just scaling today’s technologies. We also cover autonomous driving, related software, hardware and frameworks and the impact of cloud computing on the field. For this informative chat be sure to listen in to the For Your Innovation podcast!
Dec 04, 2019
Streaming Wars with Nick Grous
21:06
Isn’t everyone talking about streaming wars? This may seem like a new phenomenon, but it all started in 2007 when Netflix introduced streaming for the first time. With Disney Plus and Apple TV gaining traction, we are exploring what the future of streaming might look like and how it could shape the media landscape. On this episode Nick Grous, analyst at ARK Invest, shares his broad perspective and insightful knowledge on the current streaming wars taking place across the globe. On day one of their launch in November 2019, Disney Plus received over 10 million subscribers from just a handful of countries. Nick explains how the growing competition, like Disney Plus and Apple TV, impacts Netflix – the market leader in the streaming space. We explore some of the history behind streaming and why it took other companies over 12 years to start competing with Netflix. Lastly, we discuss how companies are expanding their business models and products in order to win a piece of the pie. Take a listen to this episode if you want to know who ARK believes might be best positioned in these streaming wars.
Nov 25, 2019
HD Maps for an Autonomous Future with Ro Gupta
58:53
We are joined by Ro Gupta, the CEO of Carmera to discuss his contribution to an autonomous future. Carmera is a private company that makes real time HD maps for autonomous driving. We talk about his own history and early interest in transportation before diving into the development of digital maps and the apps that have spearheaded this technology. Ro explains data collection, safety policies, and some of the main challenges today. He also describes differences between the US and international markets, notably China. We discuss different solutions, how to share data across platforms, and how Carmera aims to grow in the future.
Nov 19, 2019
A Different Type of VC Firm with Eric Vishria from Benchmark
55:01
On this episode of FYI we welcome Eric Vishria, General Partner at Benchmark. Benchmark is a one-of-a-kind venture capital firm based in San Francisco, opting to operate with a small team of just 5 to 7 general partners and no junior partners or other team members. They have helped to bring to market iconic companies such as Twitter, SnapChat, DropBox and Uber! In our conversation, we talk about why he believes SaaS is larger than ever before. Eric makes a strong argument for low barriers to adoption over low barriers to entry. We talk about Benchmark’s recent investments in software and machine learning and get some insight into their work with Cerebras as its first investor! As a venture capital company that does not do a lot of PR, it is all the more exciting to have Eric as our guest to get a peek inside a true industry leader and trendsetter.
Nov 10, 2019
Asking Different Questions Than Everyone Else, with Sean George
40:20
On this FYI episode, we are joined by Sean George, CEO and co-founder of Invitae one of the innovative frontrunners in the medical genetic testing space. (This episode was recorded: Sep. 10, 2019) Invitae is driven by the provision of affordable genetic testing, clinical-grade accuracy, and transparent reporting practices. In asking different questions than anyone else in the space, Invitae is spearheading a paradigm shift in the diagnostics industry.1 For them, finding scalable solutions, where anyone can access information about medical risks they face and then tailor solutions accordingly, is an ideal outcome. Sean also talks about the declining costs of DNA sequencing and the implications it has for the future of the medical genetics testing industry along with the host of other industries it will benefit. He also touches on how genetic testing can continue to change cancer treatment to ensure that all patients get comprehensive, tailored treatments that deal with the specificities of their case. While being an innovator in this space has provided altruistic benefits for many people outside of the company, finding investors has at times proved to be challenging for Invitae. Sean then gets into what the current investment landscape for biotech companies looks like as well as his suggestions for raising capital moving forward. For all this and more, join us today!
Nov 05, 2019
The Future of Cultured Meat Production with Yaakov Nahmias
40:28
Today’s episode is part two of the discussion with Professor Yaakov Nahmias, the Israeli biomedical engineer and innovator. We discuss his startup, Future Meat Technologies, a company funded by Tyson Foods, which is poised to develop the next generation of cultured meat. Initially when someone proposed the idea of cultured meat to him, Yaakov thought it would be too expensive. Drawing inspiration from the human body’s filtration and purification system, Future Meat Technologies is working on a bioreactor which removes the growth inhibiting ammonia from the cell growth process. With this breakthrough development, the company has a plan to drastically drive down the cost of cultured meat production and improve efficiency to the point where it could surpass the output of the conventional meat industry. This may not only feed more people, but also allow consumers to make more conscious decisions. Yaakov recognizes that it is a niche market and in order to widen the customer base it is important to make the product as close to conventional meat as possible.
Oct 28, 2019
A Commitment to Bitcoin with Ric Edelman
32:37
Today on the podcast we are joined by Ric Edelman, the founder and chairman of Edelman Financial Engines and author of The Truth About Your Future. We also have our very own Cathie Wood join us for the conversation as we look at the current state of bitcoin and cryptocurrencies, a decade after they emerged into the public imagination. We hear from Ric about his early theoretical and then practical interactions with bitcoin, his ongoing belief in the platform, its limitations and what its future may look like. Cathie also weighs in on ARK’s initial relationship with bitcoin and how cryptocurrencies informed the formation of the company. We discuss bitcoin’s strengths and weaknesses, who can most benefit from its unique characteristics at present and the advantages that would emerge with the involvement of the SEC. Tune in to hear this engaging discussion on what we believe to be one of the decade’s defining technologies!
Oct 18, 2019
Steve Forbes on the Market, Policy, and the Evolution of Media
55:25
On the podcast today, we are joined by Steve Forbes, Chairman and Editor in Chief of Forbes Media Group. Together with ARK CEO and CIO Cathie Wood and ARK analyst James Wang, we have a fascinating chat with Steve on the market, the modern media landscape, and the trustworthiness of cryptocurrencies. The podcast starts off looking at the current economic climate, doom and gloom predictions, and why Steve has come out publicly with a relatively optimistic outlook. From there we naturally move into taxation, the market, and all the political issues connected to these topics. Steve gives us his views on the path of Forbes Media Group through the internet age. We hear about the philosophy that guided the company from its previous iteration as a purely print publication, into the online powerhouse we see today. We even broaden our conversation into a comparison of today’s popular music landscape. Lastly, we focus on cryptocurrencies, the concept of trustworthiness of Bitcoin, and some of Steve’s current and upcoming projects. Be sure not to miss this great episode!
Oct 06, 2019
Tissue Dynamics with Professor Yaakov Nahmias
33:47
In this episode of the FYI—For Your Innovation podcast, we welcome Professor Yaakov Nahmias from the Hebrew University. Yaakov is an Israeli bioengineer and an award-winning, industry-leading expert in his fields, who has worked in 3D printing and cellular research for the majority of his career. This two-part conversation will cover his work at Tissue Dynamics in the field of drug discovery and the production of cost-effective cultured meat at Future Meat Technologies. In this first part, we explore how Professor Nahmias is helping to advance medical research, drug discovery, and production of new medicines. We hear about his ideas that led to the founding of his company, Tissue Dynamics, and some of the problems that the company aims to fix. Professor Nahmias does a great job of explaining the complex issues of drug discovery. We discuss technological advancements, such as smart organ-on-chip technology, that could allow us to reduce the time it takes to find new drugs. For this and more, tune in!
Oct 03, 2019
What are Disruptive Innovation Platforms?
26:58
For today’s show we welcome Brett Winton, ARK’s Director of Research, to discuss his recent white paper titled Disruptive Innovation – Why Now? The main idea of the paper explores innovation today and how the convergence of five major innovation platforms compares to other innovation periods in our history. Brett details the five technologies that we have identified as transformative signposts today. To unpack just how exciting and unprecedented this is, we look at comparable innovation platforms, their criteria, and impact on our economy. We explore the importance of technologies evolving simultaneously and the exponential nature of stacked innovation platforms. Lastly, we discuss how innovation could impact investing and the different growth industries.
Sep 25, 2019
Cerebras’ Wafer Scale Engine AI Chip with CEO Andrew Feldman
1:03:05
Andrew Feldman, co-founder and CEO of Cerebras, joins us this week to discuss the Wafer Scale Engine, or WSE, an AI chip that is 50 times larger than the largest chips produced by Nvidia and Intel. This radical design has raised a lot of eyebrows and it is already being heralded as the biggest breakthrough in semi-conductor technology in decades. Andrew helps us unpack why AI work needs chips this large, how Cerebras was able to leapfrog industry incumbents, and what why the Wafer Scale Engine is the ideal AI training accelerator. Join us on this podcast as we talk with Andrew about some of the biggest hurdles that his team encountered on this market shifting journey.
Sep 16, 2019
The Vibrant Online Education Space with Aaron Nace
30:39
Sep 09, 2019
Building Sustainable Global Trade with Matt Heider, CEO NautilusLabs
29:05
On this week’s episode, we are joined by Matt Heider, CEO of Nautilus Labs, to continue the series on looking at startups as a lens to learn about innovation. Nautilus Labs is a maritime tech company that aims to advance the efficiency of ocean commerce. Nautilus is building software solutions for global shipping companies in order to minimize fuel consumption, maximize operations, and optimize fleet performance. In doing so, Nautilus Labs helps ship owners and operators reduce greenhouse gas emissions and enable sustainable global trade. Investors in Nautilus include M12 (Microsoft’s venture fund), Root Ventures, Quiet Capital, Trail Mix Ventures, and Amplifier, amongst others, bringing Nautilus’ total funding raised to $14.5 Million and making it one of the most well-funded maritime startups. Ships transport around 90 percent of the world’s goods across the seas and waste a lot of fuel on poor decisions while doing so. Despite the significant impact of shipping on our daily life, it historically has been a poorly regulated industry, along with very little technological advancements, leading to inefficiencies and fuel waste. Not only is this environmentally destructive, but it also damages companies’ bottom line. Nautilus Labs wants to change that. Its technology platform for shipping companies provides predictive analytics and AI solutions to reduce fuel consumption and maximize ROI. Matt is here to chat with us about this very unique vertical in the SaaS space. If you would like to learn more about Nautilus Labs and the maritime industry, tune into this FYI podcast episode.
Aug 28, 2019
Analyzing the Data Center Business with Akram’s Razor (Part 2)
45:37
Last week was Part 1 of our conversation with Akram’s Razor where he gave his account of how the crypto crash of 2018 impacted Nvidia and AMD. This week, Akram and James go through Nvidia’s data center business in depth and assess the growing competitive landscape for AI accelerators, from cloud and startup companies alike. Akram shares more about how he approached his research for his thesis on Nvidia and we get into a serious discussion about Google’s AI advantage and why he believes they are not making their TPU training chips freely available. We then debate Nvidia’s pricing for their data center boards and talk about their CEO, Jensen Huang, and his refreshing transparency and openness.
Aug 22, 2019
Nvidia and the Crypto Implosion of 2018 with Akram’s Razor (Part 1)
41:08
On the show today we are joined by Seeking Alpha contributor, Akram’s Razor, to bring to you a Nvidia podcast in two parts, focused on the company, semiconductors, and beyond. Akram has published numerous articles on semiconductors, software, and macro. He notably forecasted the global crypto crash of 2018 and its impact on Nvidia, an opinion that went starkly against the grain of most analysts in his field. In this first of a two part episode, we on Akram’s thesis on Nvidia, the crash, and the players in the drama that unfolded over the subsequent months. In next week’s follow up conversation, Akram unpacks his thoughts on Nvidia’s datacenter business and looks at the growth of the competitive landscape for AI accelerators. Be sure to join us for this episode and check back for part two as well!
Aug 14, 2019
The Capital Market Space within FinTech
34:30
This week on For Your Innovation, we are talking to Morgan Dunbar, partner at Bendigo Partners, a firm that specializes in the global financial technology industry as both a principal investor and operational advisor. In addition to that, Morgan is managing partner at AIR Summit, a network and conference targeted at the capital market industry and, in particular, capital market startups. In the podcast, we are going to discuss the capital market space within FinTech, an area that is often overlooked amongst the hype you see around consumer FinTech startups and large venture rounds.
Aug 05, 2019
Innovative Insights into Semiconductors, with Dylan
40:14
On today’s episode, we are joined by our first ever anonymous guest, who goes by the name of Dylan. James came across him on Twitter and was inspired by his fresh and innovative insights on semiconductors. Dylan works in data science for a large company, but is interested in semiconductors and AI as a personal side project. Having been one of the most stagnant sectors, the semiconductor landscape has dramatically shifted and is now one of the most dynamic and vibrant sectors today. This appears clear as indicated by the meteoric rise of AI chip startups as well as autonomous car developments. Dylan, as an independent analyst, shares some of his background, what spurred his interest, and how his views are different from other analysts. He talks about the state of the chip market, such as current innovations, what the role of trade tensions are, mobile slowdowns and market saturation, to name a few. Then together with ARK analyst Tasha Keeney, he provides an overview of what is unfolding in the self-driving car space in relation to semiconductors, discussing topics such as what current competition there is in the market, anticipated levels of autonomy and whether claims around full autonomy could ever be realized. For this and many more semiconductor insights, join us today!
Jul 30, 2019
A Closer Look at Facebook’s Libra and Calibra
29:02
Joining us on this episode are ARK analysts Yassine Elmandjra and Max Friedrich. Today we talk about the headlines that Facebook has made in recent months, particularly in relation to their plan to launch their own cryptocurrency in 2020. We discuss what Libra is and how it will be governed, what the role of the Libra Association will be and how it will be different to other cryptocurrencies like Bitcoin. It seems as though Bitcoin managed to establish itself before any regulatory measures could intervene, but will Libra be given the same opportunity? Yassine and Max share the governmental responses there have been to Libra and how different markets are likely to react. They share their ideas around why Facebook might have introduced this new dimension in their company and about the function of Calibra as a digital wallet. For all of this and more, be sure to join us!
Jul 15, 2019
Reimagining the Future of Smart Speakers
23:51
On this week’s episode of For Your Innovation, we’re talking to ARK analyst Nick Grous about the booming market for smart speakers. In just over four years, devices like Amazon Echo and Google Assistant have gone from niche toys to a mainstream device that’s found in many people’s homes across the world. We have a conversation about why they’ve become popular, the reason why they’re selling at such a low price and how its adoption into the market compares to the smart phone. We also talk about the Amazon Echo and Alexa and why they have not managed to develop a greater variety of apps compared to Apple’s App Store and what developers can do to improve traction. We get into the practical problems that are still being resolved with voice interfaces and its potential for revitalizing the market through interactive music, shopping and connecting home devices.
Jul 08, 2019
The Future of AI Hardware with James Wang
On today’s episode we welcome back our very own James Wang to talk about the future of AI hardware and his recent talk at the CogX event. With a definite move back towards fabrication and production of chips in Silicon Valley, the future of technology in both America and abroad is in just as much transition as ever. James informs us on what the industry and related fields look like right now, how this will all translate into the marketplace and the effect that it will have on companies and customers. We discuss the last year in chip fabrication and think about the years ahead; what vertical and horizontal integration can we expect? We talk about how the field is placed geographically and China’s commitment to industry and market leadership by 2025. We also get into the implications for the autonomous driving market as takes shape.
Jun 28, 2019
A New Way for Investors to Be Heard, with Zach Hascoe from Say
28:27
On the show today we are joined by Zach Hascoe, co-founder of Say, a company dedicated to giving a voice to all shareholders. Say is an innovative investor communications platform that appears to be transforming the way that companies and shareholders communicate and interact. They are doing this through a verification and democratization process, in which investors of any size are able to question and engage the companies where they own shares. Zach believes this gap in the market is an essential one to fill and has already seen great results on the platform. In our conversation we cover the required background and impetus behind Say’s emergence, the problems that the platform addresses directly and how the company is going about approaching potential clients. Zach explains how he and the team are positioning Say at the moment and the way in which he imagines their position growing. He explains their verification procedure and much more so make sure to listen in with us!
Jun 18, 2019
The Genomic Revolution with George Church, Ph.D.
43:31
Today on FYI – For Your Innovation we are joined by George Church, Ph.D. for a high-level discussion with ARK’s genomics analysts, Simon Barnett and Manisha Samy, on the current and future status of the field of genetics. Professor Church is a pioneer of synthetic biology and an influencer in the field of genomics. He is a Professor of Genetics at Harvard Medical School, the Director of personalgenomics.org and a cofounder of a multitude of companies! His innovations have led to technological breakthroughs in the areas of next generation DNA sequencing and CRISPR gene editing, amongst many others. Our conversation in this episode covers a wide range of topics within genomics including next generation oncology, the security and regulation of genetic information, gene editing and the increasing speed of the genomic revolution. Professor Church gives us the inside and expert scoop on how exciting things in his world are and how this may become more of a reality for all of us sooner than you think. For all this and more be sure to join us!
Jun 10, 2019
Additive Manufacturing at the Forefront of Innovation, with Peter Leys
36:45
On today’s episode your host and ARK analyst, Tasha Keeney, sits down with the chairman of Materialise, Peter Leys. Materialise NV (“Materialise”) is a leading 3D printing firm that specializes in software and solutions for 3D printing for the medical and manufacturing space. You might know the company for their Materialise Build Processor, one of the most commonly used pieces of software across many different 3D printing manufacturers. Peter has been with the company since 2013 but has long been involved in an advisory capacity and has witnessed Materialise’s development to date. We discuss the multitude of advantages of 3D printing, including significantly reducing production costs and enabling greater creativity and freedom of design. Peter talks about the different industries that can benefit from this technology and how the transformation from traditional manufacturing to additive manufacturing is a slow yet inevitable process. He also shares his views about the level of investor interest, what the main focus of Materialise is and how the market will increasingly become consumer rather than product orientated. Be sure to join us for more about the exciting world of 3D printing! Disclosure: As of 4/30/19, ARK holds more than 5% of the shares outstanding for Materialise. 
Jun 06, 2019
Immunotherapy Part 2, with Dr. Daniel Chen MD PhD
55:40
On today’s show we welcome Dr. Daniel Chen MD PhD, formerly Vice President, Global Head of Cancer Immunotherapy at Genentech/Roche and now Chief Medical Officer at IGM Biosciences to continue our current exploration of immunotherapy in the fight against cancer. In April we spoke to Charles Graeber, author of The Breakthrough, and today we are very lucky to welcome Dr. Chen, one of the leading pioneers of immunotherapy from Charles’ book. In the show he furthers our understanding of the state of cancer immunotherapy and its recent advancements. Dr. Chen expertly balances the excitement and passion around the amazing leaps that have been made with a keen sense of purpose and caution around over playing the hand medicine has currently been dealt. We chat about Dr. Chen’s own experience in the field over the last 20 years and what it has meant in the last decade to bring the latest drugs to market. Our guest unpacks a host of the technical terms and concepts, so that even the most uninitiated can grasp the basics of immunotherapy for cancer. We go on to talk about which forms of cancer are seeing the best results in response to immunotherapy and why, what the next few years may look like and the important role that big data, machine learning and AI can play in the progress we so badly need. For all this and more be sure to tune into our show today!
May 29, 2019
Artificial Intelligence in China with Jeffrey Ding
45:59
Today on the show we are joined by Jeffrey Ding, creator of the ChinAI newsletter. He is here to tell us all about his work in the AI field and his focus on translating the developments from China to a more western audience. We start off by talking about the reasons why he started his newsletter, namely that the AI community in China are mostly abreast of advancements from the US and UK, while the same cannot be said in the opposite direction. This language asymmetry, as Jeffrey calls it, means there is a gap in the knowledge base in the Americas and Europe around the burgeoning Chinese AI scene. Jeffrey answers a host of questions around rumors and myths related to China’s forays into AI and unpacks some of the key concepts including semiconductors, the facial recognition field, data labelling and data leakage. He brings into contrast many common ideas that misrepresent the state of technology and its motivating factors in China and does a great job of clarifying important touch points such as privacy and government policy. For this fascinating chat, be sure to tune in!
May 21, 2019
Analyzing India’s Digital Wallet Adoption After Demonetization, with Nicolas Crouzet and Filippo Mezzanotti
37:41
Today Nicolas Crouzet and Filippo Mezzanotti, join us to talk about their research paper (joint with Ph.D. student Apoorv Gupta), which explores the digital wallet adoption in India, after the country voided the two largest denominations of its fiat currency in circulation in 2016. Both Nicolas and Filippo are professors of finance at Northwestern University’s Kellogg School of Management. The paper, called Shocks and Technology Adoption: Evidence from Electronic Payment Systems, investigates the diffusion of technologies subject to positive adoption externalities and argues that “in the presence of externalities, large, temporary shocks can lead to persistent waves of adoption.” They share some insight into what led to the demonetization and the effects it had, along with what the long-lasting implications of the shock have been in relation to digital payments. They also explore some of the global payment trends and discuss where India fits into the picture of payment digitization. For all this and much more, join us today!
May 16, 2019
Immunotherapy and the race to cure cancer with Charles Graeber
50:04
Today’s guest is Charles Graeber (@charlesgraeber), author of the book The Breakthrough: Immunotherapy and the Race to Cure Cancer. Charles tells us about the amazing strides that have been made recently in finding a cure for cancer. The progress is so notable that Charles was comfortably able to use the word ‘cure’ in the book’s subtitle! That means that cancer is on the way to becoming not just treatable but actually curable for millions of people all over the world. The book and today’s conversation center around the fact that up until now, researchers have been on the wrong trail when it comes to finding the answer posed by this deadly disease. Immunotherapy works by leveraging our body’s own immune system to kill cancer cells, which was previously considered impossible by the scientific community. Charles unpacks some of the history of these ideas, why they have remained on the fringes for so long and why they are now being viewed in a new light. We discuss broader trends in medicine and tech and Charles goes quite in-depth explaining what we know so far and how it is and might be used going forward. For an inspiring chat on this life-changing topic, be sure to join us!
Apr 29, 2019
What’s New In Cloud Computing, with James Wang
24:58
On today’s episode, James Wang, web analyst at ARK Invest, joins us again to provide his always valuable insights—this time about IT and the cloud. While these topics may not seem as exciting as more talked about tech topics, interestingly enough we believe enterprise computing is valued at an estimated four trillion dollars. James talks about the history of cloud computing and how it has progressed to where it is today as well as its current trajectory. He also discusses some of the current big players and what inroads are being made by them and where they may be falling short. James makes the case for cloud computing and argues, as it currently stands, it is only the tip of the iceberg. Tune in to find out more about the exciting future of cloud computing.
Apr 22, 2019
Innovation Pipeline with Prof. Steve Masiclat
34:36
On the show today we welcome Professor Steve Masiclat (Newhouse School, Syracuse University) to explain his ideas around the innovation pipeline and the issues he sees arising when it comes to reaching the next level of disruptive innovations. Buckle up for this episode, as we are diving deep into AI and big data. In our discussion we cycle through many examples from the technology world, in particular AI, and use these to explore what Steve argues is a lack of sufficient expertise to further the fields of research study that are currently available to us. We talk about deep neural nets, uneven distribution of technology and expertise, and the slowing effect this may have in the tech fields. We also discuss the different arenas in which research takes place, contrasting the strengths and weakness of academia, industry and startups. Lastly, Steve shares some perspective on his years of teaching and things that have changed over time. He contrasts student attitudes, technologies and social settings. For all this and a whole lot more, be sure to join us today on the For Your Innovation podcast!
Apr 14, 2019
Israel Innovation with Yishai Fraenkel
32:18
On today’s episode, Yishai Fraenkel, Director General and Vice President at The Hebrew University of Jerusalem joins us to give insight into the interesting topic of Israeli innovation. He has nearly 20 years of experience with Intel, where he worked in new technology, with a focus on artificial intelligence and computer vision and has now been working at the university for over two years. He discusses some of the factors, both socially and culturally, which foster the Israeli ability to innovate, as well as why he is passionate about research and how his university is trying to bridge the divide between fundamental research and industry. He also shares how students have changed over the past decade, why patience is necessary when it comes to innovation and which fields of research most excite him. For all this and much more, join us today! If you want to learn more about Israel Innovation, check out NEXUS:Israel. This an interactive conference uniting the leading finance, investment and business professionals with the most prolific innovators from the spheres of nanotechnology, computer, health, agriculture, environmental and life sciences, to build capacity for the next generation of technology investment, commercialization and knowledge exchange.
Apr 08, 2019
Adapting to Fintech, with Nicolas Grous and Max Friedrich
58:30
On this episode we share highlights from a recent event hosted by ARK Invest called “Adapting to Fintech”. Nicolas Grous, ARK’s Trading and Research Associate and Max Friedrich, ARK’s Fintech Analyst, are presenting clips from the event’s panel discussion and delve further into the topics explored. Adapting to Fintech offered an in-depth analysis into how technology is disrupting capital markets and what it means for business and investing. The panel was moderated by Bob Pisani, “On-Air Stocks” Editor at CNBC, and consisted of subject matter experts across industries, including: Karen Snow– SVP and Head of East Coast Listings and Corporate Services at Nasdaq Laura Morrison– SVP and Global Head of Listings at CBOE Global Markets Dominic Holland– Head of Fixed Income Electronic Markets at BNY Mellon Markets Morgan Dunbar– Partner at Bendigo Partners Cathie Wood– Founder, CEO, CIO at ARK Invest Nick and Max offer a deep dive into what drives fintech and its development trajectory, the role of data in various sectors, which companies are leveraging data in interesting ways to create new business models, and how fintech innovation shapes up in the public vs. private markets. For an interesting conversation about everything fintech, make sure to tune in.
Apr 01, 2019
An Exponential View of the Future, With Azeem Azhar
40:32
On the show today we welcome none other than Azeem Azhar, early stage investor and founder of the Exponential View newsletter and podcast. Azeem is here to talk to us about his own work in covering the latest and most innovative developments in technology as well as comment on the current startup and tech landscape, the European market, and offer some exciting future predictions for our listeners! We discuss his audience and the mutually generous relationship he shares with them, some of Azeem’s concerns for the near future, nano satellites and of course, the cloud. Azeem offers first hand insights into the differences between the startup scenes in the US, Europe, and China and the reasons for these disparities. He also comments on the increasing speed of the innovation cycle and moving past Moore’s Law into new territory. For this great conversation, be sure to join us today!
Mar 26, 2019
The Future of Food Delivery with James Wang
24:51
Food delivery platforms like GrubHub, Uber Eats, and Meituan are taking over the world. In this episode, ARK Internet Analyst James Wang shares his insights on the food delivery business and why he thinks this industry is about to take off now. He talks about the changing nature of our food consumption patterns and admits he’s guilty of ordering more food than the average US citizen. James tells us more about the growing penetration of food delivery platforms, the complexities of marketplace businesses, and why he considers them three sided networks. We discuss food delivery services in China and explain what “dark kitchens” are. Join us for a great episode as we learn more about the future of food delivery services!
Mar 19, 2019
Evolving Narratives in the Crypto Space with Andreas M. Antonopoulos
33:07
On the show today we welcome Andreas M. Antonopoulos (@aantonop) to chat with us about his perspectives on the current crypto space, the contrasting developments of Bitcoin and Ethereum, and the massive role that design choices play in the future of these two currencies. We also welcome cryptocurrency analyst Arjun Balaji (@arjunblj) as a co-host for this episode. Together we field some introductory and more complex questions on ways in which Bitcoin and Ethereum compete, could potentially replace each other, and areas in which their goals might overlap. We talk about ideological choices from consumers, some of the pitfalls of Ethereum and why he has very little interest in which is the better investment. Andreas also explains scaling solutions and privacy concerns. For all of that and more, tune in today!
Mar 12, 2019
How Siraj Raval Built One of the Most Popular AI Channels on YouTube
34:01
In this episode of FYI, we chat with Siraj Raval, Director of the School of AI, data scientist, entrepreneur, and much more. Siraj is a leading YouTube educator on the topic of AI and has helped half a million subscribers stay abreast of AI and the latest developments in the field. Today we discuss what prompted his focus on AI in general and deep learning in particular. Siraj also explains some of the recent news stories that have excited him and what he thinks we should pay more attention to. He talks about DeepMind’s AlphaFold, Open AI, self-driving cars and AI text generation. For all this and more, join us on today’s episode!
Mar 04, 2019
The Evolution of The Rocket Industry with Eric Berger
23:13
In this episode we are joined by special guest Eric Berger, the senior space editor for Ars Technica, as well as our very own automation, energy, and space analyst at ARK Invest, Sam Korus. Together we deep dive into the space industry, particularly the rocket industry, and discuss a new area of space exploration. We discuss how more affordable access to space will likely be a game changer and how it could open up a whole range of new business opportunities. For instance, why do companies and startups pursue global internet or commercial space travel? For an incredible conversation, be sure to tune in!
Feb 25, 2019
On the Road to Full Autonomy With Elon Musk
29:09
Today we are thrilled to be in Fremont, CA with Tesla CEO Elon Musk. In this episode Tasha Keeney, Analyst at ARK Invest and Cathie Wood, Founder, CEO, and CIO at ARK Invest chat with Elon about the future of Tesla and autonomous driving. The podcast conversation kicks off by sizing the upcoming boom in global electric vehicle demand which leads into a discussion around linear versus exponential growth. Elon explains Tesla’s competitive edge against autonomous driving peers like Waymo and talks about a key upcoming milestone for Tesla, which he thinks most people are overlooking. Elon shares his insights about Tesla’s autonomous strategy, and the timeline of how the process is laid out. We also discuss the autonomous driving regulatory environment and the crucial role that machine learning plays in getting full autonomy on the roads. For an incredibly insightful conversation do not miss out on this podcast episode.
Feb 19, 2019
The Effects of Automation and Robots in the Food Industry with Sam Korus
13:02
We are joined by our very own automation, energy, and space analyst, Sam Korus. Our topic of conversation is automation in the food industry and how robotics “in front and back of house” might change the industry. A simple reaction to more automated jobs is that it decreases the demand for human roles. However, Sam explains how further automation can actually stimulate human employment through price drops and demand increases. We chat about what sorts of roles can be fulfilled by robots currently and the types of services that are already in place in certain locations. Sam quickly explains how the predicted job increase could work and shares with us his research findings for automation in the food industry. Sam will talk about collaborative robots, use cases coming out of China, and more.
Feb 11, 2019
Economics, Trade Relations, And Innovation — Recognizing Investment Potential with Dr. Art Laffer and Cathie Wood
33:42
Welcome back to FYI, the For Your Innovation Podcast from ARK Invest. Today on the show we are joined by two special guests. First we have, Catherine Wood CEO and CIO of ARK Invest, as well as a her mentor, former professor, and advisor to ARK Investment Management LLC, Dr. Art Laffer. You might know Dr. Laffer from his famous Laffer Curve. He first gained prominence during the Reagan administration as a member of President Reagan’s Economic Policy Advisory Board. Dr. Art Laffer is also the founder and chairman of Laffer Associates, an institutional economic research and consulting firm, as well as Laffer Investments, an institutional investment management firm utilizing diverse investment strategies. In today’s episode we reflect back on Dr. Laffer’s time in the Reagan administration, and what technology and economics was like back in the 80s. We also unpack exactly how the Laffer Curve works, and why cutting taxes can actually result in generating more income for a country as a whole. Finally, we dive into the intricacies of the US-China relations, why they are critical for economic advancement, and the incredible opportunities that lie within free trade. For all this and more, be sure to listen in to today’s episode!
Feb 04, 2019
The Bitcoin Centralization Narrative with Yassine Elmandjra
29:57
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!
Jan 28, 2019
Wright’s Law — Understanding Technology Cost Curves with Brett Winton
29:29
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!
Jan 23, 2019
Cryptoassets – A review with Chris Burniske of Placeholder
49:32
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)
Jan 14, 2019
Building a Sustainable Future of Electric Powered Vehicles
12:23
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!
Jan 07, 2019
CRISPR Controversy – A conversation with Stanford Prof. Henry Greely
33:42
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!
Dec 17, 2018
Amazon AWS – The Everything Store for Enterprise Computing?
24:34
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!
Dec 10, 2018
Micromobility and the Future of Transportation with Horace Dediu
46:30
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!
Dec 02, 2018
Understanding the Autonomous Vehicle Landscape and the Opportunity it Creates for Investors
17:28
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.
Dec 02, 2018
Welcome to FYI – The For Your Innovation Podcast by ARK Invest
1:31
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!
Nov 21, 2018