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