On this episode of FYI, ARK’s Chief Futurist Brett Winton and Venture Capital Research Associate Chase Prather welcome Ilya Strebulaev, author of "The Venture Mindset" and a professor at Stanford University. With over 20 years of experience teaching private equity principles and venture capital, Ilya shares invaluable insights from his book. The conversation covers the unique decision-making approaches of venture capitalists, the importance of embracing uncertainty, and practical applications of the venture mindset for corporate leaders and investors.

"Conviction beats consensus every single time in the venture capital environment." - Ilya Strebulaev

• Introduction of Ilya Strebulaev and his background.
• Discussion on the importance of a venture mindset in decision-making.
• The concept of "agree to disagree" and its significance in venture capital.
• Examples of successful and unsuccessful corporate venture investments.
• The role of charisma and resilience in identifying great founders.
• Differences between corporate venture funds and traditional VC firms.
• The impact of leadership and long-term incentives on corporate innovation.
• The necessity of dynamic decision-making in uncertain environments.
• The future of artificial intelligence (AI) in venture capital and its limitations.
• The importance of structured decision-making processes in organizations.

Is nuclear on the rise? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Lorenzo Valente to discuss Jump Crypto and electricity cost declines

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:

• Is crypto unwinding?
• The economics of nuclear energy

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

On this episode of FYI, ARK’s Chief Futurist Brett Winton, and Chief Investment Strategist Charlie Roberts sit down with artificial intelligence (Al) luminary Andrew Ng to explore the deployment of artificial intelligence and the evolution of AI education. Andrew shares insights from his extensive career, including his work with Google Brain, Baidu, Coursera, and his current AI fund. We analyze the transformative potential of AI, especially in how large corporations can harness it, the progression toward agentic systems, and the contentious topic of open-source AI. This episode provides a comprehensive overview of AI's current status and future trajectory, offering invaluable insights for technology enthusiasts.

"For the last 10-15 years, there have constantly been a small number of voices saying AI is hitting a wall. I think that a lot of statements to that effect were all over and over proven to be wrong. I think we're so far from hitting a wall." -Andrew Ng

- Andrew Ng's significant contributions to AI and education through various platforms

- Insights into the deployment challenges and future potentials of AI in business

- The role of agentic systems in advancing AI applications

- The impact of open source on innovation and the AI industry

- Distribution and data generation in AI's effectiveness

What is going on with the markets? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK CEO/CIO Cathie Wood and ARK Chief Futurist Brett Winton to discuss the recent market volatility and possible macroeconomic causes.

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:

• Cathie Wood and Brett Winton analyze the global stock market sell-off

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

On this episode of FYI, ARK Chief Futurist Brett Winton and Research Associate Lorenzo Valente sit down with Jesse Pollak, the driving force and creator of Coinbase’s Layer 2 solution, Base. Together they explore the intricate details of how Coinbase is aiming to transform its core business through innovative blockchain solutions. Jesse shares his journey from initial failures to the successful launch of Base and discusses the broader implications for the crypto industry.

"The way we really think about Base is that we are building an open global economy." - Jesse Pollak

• The inception and purpose of Base, Coinbase’s Layer 2 solution
• Jesse Pollack’s journey from idea to successful implementation of Base
• The technological innovations behind Base and its Optimism partnership
• Coinbase’s vision for the future on-chain economy
• The strategic importance of decentralization and open-source technology
• The expected impact of 4844 and future scaling plans
• How Base aims to support hundreds of millions of users
• The role of Coinbase Wallet in driving on-chain adoption
• Predictions on the rapid growth of on-chain applications
• The economic model driving Coinbase’s on-chain strategy

We need more power! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous discuss the growing energy demands of today’s innovations, whether the grid can keep up, and the path to monetizing new technologies which require high levels of funding like Artificial Intelligence.

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:

• Exponential increases in innovative technologies are proving challenging for current energy generation techniques to meet demand

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public

Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to introduce a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.

Guests on this month’s Bitcoin Brainstorm include:

Jack Dorsey: Founder and CEO, Block

Cathie Wood: Founder, CEO and CIO, ARK Invest

Mike Schmidt: Executive Director, Brink Technology

Matt O’Dell: Managing Partner, Ten31 and Co-Founder, Bitcoin Park

Alex Gladstein: Chief Strategy Officer, Human Rights Foundation

Rod Roudi: Co-Founder, Bitcoin Park

00:00:00 Intro

00:01:51 Rod introduces the Bitcoin Brainstorm and hands over the floor to each of our fantastic guests

00:04:50 Why is supporting the bitcoin network so important?

00:15:22 Jack Dorsey believes there is no faster way to spread an idea than through open-source technology

00:27:56 How can people support and grow open-source development?

00:35:27 What was the genesis for Spiral?

00:42:34 How developers get the word out to corporations of the importance of open-source development?

00:54:12 Is government’s focus on bitcoin really a good thing?

01:01:51 Where can listeners find and learn more about the open-source movement?

· Learn more about Bitcoin Park: bitcoinpark.com

· Brink: brink.dev

· Matt O’Dell: odell.xyz

· Human Resouces Foundation: hrf.org/dev-fund and hrf.org/financial-freedom

· Open Sats: opensats.org

· Spiral: spiral.xyz

With GPT 4o Mini, can Open AI dominate on all AI fronts? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Research Associate Jozef Soja to discuss the release of Chat GPT 4o Mini and the rise of Polymarket betting.

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:

• OpenAI releases a radically lower cost variant of their popular Ghat GPT 4o model
• Polymarket betting is on the rise

For more updates on Public.com:

Website: https://public.com/

YouTube: @publicinvest

Twitter: https://twitter.com/public