FYI - For Your Innovation

• Should We Worry About DeepSeek? | The Brainstorm EP 76

  Are we witnessing China take the lead in the AI race? In this episode, Sam Korus and Nicholas Grous are joined by ARK’s Chief Futurist, Brett Winton, to discuss the implications of the emergence of open-source AI models, particularly focusing on the DeepSeek R1 model from China. They explore the efficiency of AI training, the competitive dynamics in the AI landscape, and the impact of inference on hardware demand. The conversation also touches on the role of China in the AI sector and the future of AI model providers in a rapidly evolving market.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.Key Points From This Episode:Open-source AI models are changing the competitive landscape.Efficiency in AI training does not equate to reduced demand for hardware.The emergence of new models can scramble existing competitive dynamics.The cost of machine intelligence is declining, leading to increased application development.Meta has significant potential for growth due to its vast user base.Apple's current strategy may not be enough to maintain its market position.The rapid advancement of AI technology is akin to compounding interest, leading to exponential growth.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public

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• TikTok And Starship: Ban And Beyond | The Brainstorm EP 75

  Is TikTok on the chopping block? In this episode, Sam Korus and Nicholas Grous discuss the recent TikTok ban and its implications for creators and the social media landscape. They explore how competitors like Instagram and YouTube are positioning themselves to capture TikTok's user base. The conversation then shifts to the latest developments in space exploration, focusing on Blue Origin's successful launch and SpaceX's ongoing efforts with Starship. The hosts analyze the competitive dynamics between these companies and the challenges they face in the evolving space industry.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be 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.Key Points From This Episode:The TikTok ban has been a long-standing concern.Creators are diversifying their revenue streams due to uncertainty.Blue Origin is currently behind SpaceX in capabilities.SpaceX's success has opened the market for new entrants.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public

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• Replacing Animal Testing: Organoids And AI With Thomas Hartung

  In this episode of FYI, Brett Winton and Nemo Marjanovic sit down with Professor Thomas Hartung, MD-PhD, a leading expert in biomedical innovation at Johns Hopkins Bloomberg School of Public Health. They explore how human organoids—3D organ proxies—are revolutionizing drug discovery and toxicology testing by reducing reliance on animal models. Professor Hartung explains how advancements in stem cell science, microfluidics, and artificial intelligence are converging to accelerate clinical trials, increase safety, and lower costs. The conversation also delves into the ethical considerations of biological computing, where organoids may one day aid in cognition and pattern recognition tasks. Key Points From This Episode:The limitations of animal testing in preclinical drug discovery.How human organoids replicate organ functionality, improving research accuracy.The role of stem cells and microfluidics in advancing organ-on-chip technology.The impact of AI and big data in analyzing organoid testing outcomes.Examples of pharmaceutical companies adopting human-based models.Discussion on rapid vaccine development during the COVID-19 pandemic.The potential for brain organoids in studying neurological diseases like autism and Alzheimer’s.Speculation on the use of organoids in biological computing and sensors.Ethical challenges surrounding the development of self-aware organoids.

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• Nvidia, Live TV, And The Rise Of The 4 Day Work Week | The Brainstorm EP 74

  Will AI enable a 4 day work week? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Director of Research, Next Generation Internet, Frank Downing, to discuss Disney's strategic acquisition of a controlling stake in Fubo TV, highlighting the competitive landscape of streaming services and the ongoing trend of cord-cutting. They then transition to Nvidia's recent innovations showcased at CES, focusing on AI advancements in gaming and enterprise applications. The conversation concludes with reflections on how AI may reshape work-life balance, potentially leading to increased leisure time for gaming and streaming.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.Key Points From This Episode:YouTube TV is currently leading the live TV market.The decline of traditional cable is inevitable but gradual.Consumers are increasingly frustrated with ad loads in streaming services.Nvidia's AI innovations are set to revolutionize gaming experiences.The future of work may allow for more leisure activities.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestTwitter: https://twitter.com/public

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• Living Longer: AI, Biotech, And Longevity With Peter Diamandis

  In this episode of FYI, Brett Winton, ARK’s Chief Futurist, hosts an enlightening discussion with Peter Diamandis, founder of the XPRIZE Foundation and author of the upcoming Longevity Guidebook, alongside ARK Invest CEO/CIO Cathie Wood. They explore the transformative role of artificial intelligence and biotechnology in extending human health span and lifespan. Peter delves into the revolutionary advancements in diagnostics, gene editing, and epigenetic reprogramming, while Cathie highlights the market implications of these breakthroughs. Tune in to understand how these technologies are reshaping the future of healthcare, the economy, and our approach to aging.Key Points From This Episode:The premise of Peter Diamandis’ Longevity Guidebook and its focus on reversing aging.AI's pivotal role in drug discovery, healthcare diagnostics, and personalized medicine.How advancements like CRISPR and epigenetic reprogramming are redefining longevity science.The market's undervaluation of biotech innovations and their transformative potential.The concept of "longevity escape velocity" and its implications for human life expectancy.Maintaining a "longevity mindset" through sleep, exercise, and diet is important.Economic and societal shifts from extended lifespans and productivity.The future of brain mapping and AI-assisted preservation of consciousness.Innovations in healthcare delivery, from diagnostics to preventative therapies.

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