FYI - For Your Innovation

Episode

• SpaceX Starfall And Apple Price Hikes | The Brainstorm 138 01.07.2026 40mnt

  In this episode of The Brainstorm, Brett, Sam, and Nick discuss SpaceX’s Starfall, a new orbital delivery concept that could move cargo anywhere on Earth at extraordinary speed and open up new possibilities for military logistics and space manufacturing. The team also breaks down why Apple is raising prices as memory costs surge across the hardware industry, driven by AI demand and constrained Dynamic Random-Access Memory (DRAM) supply. Finally, they debate whether open-weight models are starting to pressure frontier AI leaders like OpenAI and Anthropic, or whether this is just a temporary shift toward more efficient spending.Key Points From This Episode:The episode explores SpaceX’s Starfall concept, which could enable rapid point-to-point delivery from orbit and reshape both military logistics and emergency response.Apple’s price increases are framed as part of a broader DRAM crunch, with hyperscalers and AI workloads driving up memory costs across consumer hardware.We debate whether companies are starting to shift toward lower-cost, more efficient models, which could challenge the economics of OpenAI, Anthropic, and other frontier model providers.If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
• Some Of The Smartest World Cup Bets Weren't In Sportsbooks | The Brainstorm 137 24.06.2026 22mnt

  In this episode of The Brainstorm, Brett, Sam, and Nick explore the future of prediction markets, cutting-edge medical AI, and the surprising power of global events to reshape financialization. You’ll discover how the World Cup has catapulted prediction markets into the spotlight, with volume trending towards over $100 billion annualized. We also uncover a revolutionary medical scanning device that promises to do high-definition ultrasound in a fraction of the cost and time, and break down the implications of accessible, frequent scans—tracking disease progression and enabling personalized health insights—while sparking debate on regulations, data privacy, and consumer bioscience.Key Points From This Episode:Prediction markets are seeing a huge surge in volume during the World Cup, driven partly by sports-betting restrictions in the U. S. and by new users exploring adjacent markets like crypto and Key Performance Indicators (KPI)/event-based contracts.Kalshi appears to be benefiting more than Polymarket in the current wave, with stronger U. S.-market exposure and regulatory positioning, while Polymarket’s share has fallen and it’s facing trust/marketing scrutiny.Midjourney’s new medical scanning device sparked excitement and controversy because it could make frequent, lower-cost scans possible, potentially improving early detection and longitudinal health data, but also raising concerns about ambiguous findings and the tension between biohacking and traditional medical science.If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
• SpaceX IPO, Anthropic Fable 5, And Roku | The Brainstorm EP 136 18.06.2026 42mnt

  In this episode of The Brainstorm, Brett, Sam, and Nick explore how SpaceX’s initial public offering (IPO) could revolutionize the space and satellite industries, with Elon Musk’s trillion-dollar vision focusing on Starlink satellites and AI orbital data centers. They discuss the intricate financial strategies that could propel SpaceX to $400 billion in revenue, and how Tesla’s Robotaxis signal a massive investment opportunity in space-enabled infrastructure. Finally, they breakdown the news of Fox acquiring Roku, unlocking synergies in the connected television era, and why understanding these shifts is crucial for future tech dominance.Key Points From This Episode:The true value of space-related ventures lies in leveraging cash infusion to accelerate future technological scaling, emphasizing long-term growth over short-term profitability.Transformative tech companies' valuations depend on bundling consumer relationships with advanced infrastructure, creating a powerful moat that ensures future user lock-in.Developments in AI are democratizing capabilities, shifting the focus from restriction to adaptation, highlighting the unstoppable nature of open-source progress.If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
• Betting On The Unconventional With Draper Associates’ Andy Tang 18.06.2026 10j

  In this episode of FYI, Brett Winton and Chase Prather host Andy Tang, partner at Draper Associates, to discuss how venture capital is evolving alongside AI, deep tech, and shifting market dynamics. Andy reflects on his 20-year investing career, the growing importance of AI-native companies, and why the cost of execution is rapidly declining for startups. The conversation explores founder psychology, the role of contrarian investing, and how Draper approaches unconventional ideas ranging from artificial wombs to AI-generated companies and personalized cancer therapies. Andy also shares insights on venture ecosystems, market cycles, and the characteristics that separate enduring founders from everyone else.Key Points From This Episode: 00:00:00 Introduction 00:06:09 How AI-native startups are reshaping venture capital strategies.00:20:47 Why the cost of building companies is falling dramatically.00:28:18 How venture ecosystems evolve through successful Initial Public Offering (IPO) cycles.00:42:11 How venture investors evaluate founder ambition and long-term outcomes.00:50:02 How AI could enable single-person or founderless companies.00:53:26 The idea of growing replacement organs outside the human body.00:54:01 Personalized “end-of-one” cancer treatments and custom clinical trials.00:57:05 Why declining biotech costs could transform healthcare economics.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
• Apple WWDC, Siri AI, And SpaceX Data Centers | The Brainstorm EP 135 10.06.2026 35mnt

  In this episode of The Brainstorm, Brett and Nick discuss Apple's latest AI strategy announced at the 2026 Worldwide Developers Conference (WWDC), including a major Siri upgrade. They explore how Apple's integration of Gemini models and on-device capabilities could transform Siri into a deeply personal AI companion. They also analyze the strategic moves of industry giants—Google, Microsoft, Anthropic, and SpaceX—and what their latest AI and data center investments mean for the future of computing, infrastructure, and enterprise value.Key Points From This Episode:AI is fundamentally reshaping product ecosystems, requiring cautious, incremental deployment to prevent overpromising and maintain trust. Apple's approach to embedding deeper context access in Siri exemplifies this principle.The challenge lies in transforming AI prototypes into polished, error-minimized products that can scale globally. Apple's delays highlight the importance of quality and reliability in influencing user experience.Winning in AI involves building a hardware ecosystem that captures personal context continuously. Apple's integration of wearables, phones, and glasses aims to create a seamless user experience by acting as both input and context-capturing hardware.If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
• Don’t Die: Humanity’s Future With Bryan Johnson 04.06.2026 1j

  In this episode of FYI, Brett Winton, Cathie Wood, and Charlie Roberts sit down with Bryan Johnson, founder of Blueprint and creator of Braintree. They explore his pursuit of extending human life and the broader philosophical shift toward valuing existence itself. Bryan shares the origin of his ideas, the role of AI in accelerating change, and why he believes humanity must rethink its priorities. The conversation also covers practical approaches to improving health today, including sleep, behavior, and measurement, alongside the long-term implications of longevity science.Key Points From This Episode: (00:00:00) Bryan Johnson’s motivation to pursue longevity and impact humanity(00:02:56) The belief that this generation may be the first that does not have to die(00:06:26) The need for a new ideology centered on life and death(00:16:24) Longevity as an economic and market-driven opportunity(00:22:48) The expanding complexity of AI and limits of prediction(00:27:28) Sleep as the foundation of health and longevity(00:28:16) Using resting heart rate as a core health metric(00:33:07) The impact of screens, light, and behavior on sleep quality(00:37:30) The role of caffeine, stress, and routine in sleep optimization(00:43:58) The current limits of anti-aging therapies and future breakthroughs(00:50:23) The role of exercise and building sustainable health routines(00:55:31) The “right to exist” as the next major societal frameworkEditing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
• SpaceX And Blue Origin’s ‘Boom’ | The Brainstorm EP 134 03.06.2026 21mnt

  In this episode of The Brainstorm, Brett, Nick and Sam are joined by Daniel Maguire to discuss Blue Origin's recent rocket explosion, which has sparked a pivotal discussion on the future of space launch dominance and AI infrastructure investments. They explore how industry giants like SpaceX might capitalize on these setbacks, potentially reshaping the competitive landscape with strategic infrastructure investments. Key Points From This Episode:SpaceX and other leaders are building infrastructure more efficiently than traditional players, reducing costs and influencing market dynamics.Companies are paying inflated prices for Graphics Processing Unit (GPU) capacity as a strategic buffer, revealing that perceived scarcity is often due to strategic pricing rather than true supply constraints.The useful life of data center chips extends beyond original ratings, allowing companies to sustain higher margins and boost capital efficiency.If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
• What Quantum Means For Bitcoin’s Future 28.05.2026 1j 15mnt

  In this episode of Bitcoin Brainstorm, Rod Roudi is joined by Cathie Wood, Adam Back, Hunter Beast, Rob Hamilton, Ren Crypto Fish, and David Puell for a deep discussion on quantum computing and its implications for Bitcoin. The group examines the technical, financial, and governance challenges posed by advances in quantum technology, while also exploring the progress being made on post-quantum cryptography and Bitcoin security research. From institutional concerns and custodial infrastructure to migration paths and consensus-building, the conversation highlights how developers, researchers, and investors are collaboratively addressing one of Bitcoin’s most discussed long-term risks. Guests on this month’s Bitcoin Brainstorm include: Cathie Wood: Founder, CEO and CIO at ARK Invest David Puell: Research Trading Analyst/Associate Portfolio Manager, Digital Assets, ARK InvestAdam Back: CEO, BlockstreamRen Crypto Fish: General Partner, Electric CapitalRob Hamilton: Co-founder & CEO, AnchorWatchHunter Beast: Author, BIP360Rod Roudi: Founder, Bitcoin Park Key Points From This Episode: [00:00:00] Why quantum computing has become a major topic within Bitcoin discussions.[00:02:07] The role of Wright’s Law and Moore’s Law in estimating quantum progress.[00:04:38] Different quantum computing architectures and their implications for Bitcoin security.[00:05:58] Adam Back’s overview of post-quantum signatures and Blockstream’s research efforts.[00:06:55] How Bitcoin layer twos like Liquid are being used as testing grounds for quantum-resistant tools.[00:07:30] The trade-offs between signature size, speed, and security in post-quantum cryptography.[00:09:35] The importance of minimizing feature creep in Bitcoin upgrades.[00:11:41] Institutional investor concerns surrounding Bitcoin’s quantum readiness.[00:22:28] Why Bitcoin developers favor conservative cryptographic approaches.[00:26:20] The collaborative nature of Bitcoin’s open-source research ecosystem.[00:31:45] The distinction between long-range and short-range quantum attacks.[00:38:49] How custodians and hardware security module providers may need to prepare for migration.[00:45:35] Discussions around lost coins and the philosophical debate surrounding frozen or deprecated keys.[00:50:40] The importance of rough consensus within Bitcoin governance.[01:01:20] Why communication and investor education remain critical during this process. Learn more about Bitcoin Park: bitcoinpark.com Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
• SpaceX IPO Story Is Bigger Than Rockets | The Brainstorm EP 133 27.05.2026 33mnt

  In this episode of The Brainstorm, Brett, Nick and Sam are joined by Daniel Maguire and Tasha Keeney to discuss the expected June 12th initial public offering (IPO) of SpaceX. SpaceX’s recently filed S-1 revealed a significant opportunity across launch, Starlink, AI compute, and orbital data centers. The team unpacks the bull and bear cases, Starship’s role, and whether SpaceX could become the backbone of future AI infrastructure.Key Points From This Episode:SpaceX’s S-1 reframed the company as an AI infrastructure story, with xAI, Colossus data centers, and the Anthropic deal suggesting a major opportunity beyond launch and Starlink.Starship is the key unlock, potentially driving launch costs below $100/kg, accelerating Starlink bandwidth deployment, and making orbital data centers economically viable.The biggest risks are execution and monetization, including Starship reusability timelines, turning bandwidth into revenue, staying competitive at the AI frontier, and managing potential future integration with Tesla.If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
• Quantum Risk And Bitcoin: Preparing For A Post-Quantum World 21.05.2026 55mnt

  In this episode of FYI, Brett Winton is joined by David Puell, Nic Carter, and Alex Pruden to examine the potential risks quantum computing poses to Bitcoin. The group explores how advances in quantum technology could compromise cryptographic security, what a “broken” Bitcoin system might look like in practice, and the technical pathways for mitigation. They also debate upgrade strategies, trade-offs in post-quantum cryptography, and the controversial question of how to handle vulnerable coins, including those attributed to Satoshi.Key Points From This Episode: 00:00:00 Introduction to the discussion on Bitcoin and quantum computing risk with expert guests.00:02:37 Explanation of how Bitcoin’s digital signatures work and how quantum computers could forge them.00:03:44 Public key exposure during transactions creates vulnerability to quantum attacks.00:05:40 Examples of exposed keys across Lightning Network, bridges, and exchange infrastructure.00:06:49 Breakdown of two attack vectors: dormant addresses vs. real-time mempool attacks.00:08:17 The “point of no return” where fast quantum attacks prevent on-chain migration to safety.00:12:13 Overview of different quantum hardware approaches and their trade-offs.00:18:49 Skepticism around hype cycles and commercialization challenges in quantum computing.00:20:35 Argument for preparing early rather than assuming slow technological progress.00:29:40 Trade-offs in post-quantum cryptography, including performance and security assumptions.00:34:00 Debate over whether to wait for better cryptographic solutions or act immediately.00:40:09 Introduction of the issue of vulnerable dormant coins, including Satoshi’s holdings.00:50:41 Evidence of division within the Bitcoin community on handling vulnerable coins.00:51:50 Proposed solutions including burning coins or extending the supply curve.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
• Hyperliquid And SpaceX Synthetic Trading | The Brainstorm EP 132 20.05.2026 18mnt

  Hyperliquid is revolutionizing global markets with its innovative blockchain, facilitating $3 trillion in annual volume and rivaling giants like Binance. In this episode, Lorenzo Valente reveals how hyperliquid's cutting-edge technology and products like perpetual futures are democratizing access to private markets and reshaping the future of trading.Key Points From This Episode:The secret sauce behind hyperliquid's rapid growth despite a bear market, including their purpose-built blockchain and low-latency infrastructure.The role of oracle prices in creating synthetic markets for assets with no public data, and the fascinating case of SpaceX's synthetic trading leading up to its Initial Public Offering (IPO).How perpetual futures on SpaceX, Cerebris, and commodities are democratizing access to private markets before they go public.If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
• SpaceX And Anthropic Partnership | The Brainstorm EP 131 13.05.2026 30mnt

  In this episode of The Brainstorm, Brett, Frank and Sam explore the groundbreaking deal between SpaceX and Anthropic, focusing on the implications for AI compute infrastructure, space-based data centers, and the economics behind data centers. Key Points From This Episode:Economic Value of Space-Based AI: The true value lies in scarcity and speed to market rather than cost savings. Companies prioritize immediate access to space-based compute for strategic advantages.Advancements in Hardware Efficiency: Progress in chips and models is driving revenue growth and expanding margins across the AI stack, allowing profitable growth even with capital constraints.Vertical Integration for Rapid Deployment: Controlling chip fabrication and manufacturing accelerates deployment timelines, providing a competitive edge in scaling AI infrastructure quickly.If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
• From Binance To Beyond: CZ Predicts Crypto’s Next Phase 07.05.2026 47mnt

  In this episode of FYI, Lorenzo Valente sits down with ARK Invest CEO Cathie Wood and Changpeng Zhao (CZ), founder of Binance, to examine his journey from early life in China to building the world’s largest crypto exchange. CZ shares how Binance scaled rapidly, the regulatory challenges it faced, and how the crypto industry has evolved over the past decade. The conversation also covers institutional adoption, stablecoins, AI’s role in accelerating innovation, and CZ’s outlook on Bitcoin, exchanges, and the future of global finance.Key Points From This Episode: ●      00:00:00 CZ’s early life, founding Binance in 2017, and rapid growth during the initial coin offering (ICO) boom.●      03:23:00 Key drivers behind Binance’s dominance: user protection, speed, and security.●      07:07:00 Institutional participation in crypto has accelerated faster than expected.●      12:00:00 Convergence of traditional finance and crypto into a single system.●      15:03:00 Fee compression and increased competition driven by blockchain efficiency.●      23:44:00 The evolution toward “everything exchanges” offering multiple asset classes.●      34:01:00 Growth and competition among global stablecoins.●      45:58:00 Institutional inflows stabilizing and supporting crypto markets.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
• Megacap Recap | The Brainstorm EP 130 06.05.2026 28mnt

  In this episode of The Brainstorm, Brett, Nick and Sam offer a comprehensive analysis of mega-cap tech companies, focusing on CapEx trends, AI integration, user engagement, and market demand. They discuss Meta's AI strategies, cloud spending, and the evolving landscape of digital entertainment and enterprise productivity.Key Points From This Episode:Meta's hidden advantage is distribution, not AI products: The core of Meta's value lies in its vast, highly engaged user base, not in its publicly visible AI tools.CapEx increases often signal demand acceleration, not just spending: A rising CapEx number indicates companies are building capacity to meet surging demand, especially driven by AI and cloud adoption.AI-driven productivity expansion surpasses simple cost savings: Tools like ChatGPT or Claude fundamentally unlock higher productivity levels by enabling tasks previously impossible or impractical.If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
• $60 Billion SpaceX Cursor Deal? | The Brainstorm EP 129 29.04.2026 43mnt

  In this episode of The Brainstorm, Brett, Nick and Sam explore how AI is reshaping technology, from coding to consumer devices, and how SpaceX's acquisition of Cursor at a $60 billion valuation could redefine the future of technology. They delve into the strategic layers of AI, revealing insights into SpaceX's long-term advantage and the potential revolution in space launches and satellite deployment.Key Points From This Episode:SpaceX's acquisition of Cursor highlights a strategic move to integrate AI into space technology, aiming for long-term advantages.The episode explores how AI is transforming various tech layers, from coding to consumer devices, emphasizing its growing influence.Insights into Apple's ecosystem and the potential of AI in consumer devices reveal the competitive edge in controlling the AI pipeline.If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
• The Token Economy: AI Infrastructure And The Future Of Compute 23.04.2026 59mnt

  In this episode of FYI, Brett Winton and Charles Roberts sit down with Michael Stewart of M12, Microsoft’s venture fund, to examine how AI is reshaping software, infrastructure, and investment strategy. Michael explains how M12 identifies emerging signals across the AI ecosystem, from generative AI adoption to enterprise spending shifts. The conversation covers the evolution from SaaS (software as a service) to AI-driven models, pricing dynamics, and the growing importance of compute efficiency. They also discuss future opportunities in consumer AI, material science, and the need to rethink the data center as demand for AI accelerates.Key Points From This Episode: 00:00:00 Introduction to M12 and its role within Microsoft00:04:41 The current AI landscape and platform shift thesis00:09:47 The gap between technical capability and user adoption00:14:33 Compute constraints and the need for model efficiency00:20:55 The concept of “wholesale AI” and token-based enterprise models00:28:00 Uneven AI usage across users and organizations00:31:47 Capturing value: productivity gains vs. software pricing00:35:34 Investment themes: consumer AI and smart TV experiences00:38:58 AI in science and material discovery opportunities00:44:35 Introduction to the data center of the future00:51:35 Capital markets, AI demand, and infrastructure investment gaps00:55:53 Why current AI investment narratives may be backward-lookingEditing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
• Verifying Humanity In An AI World | The Brainstorm EP 128 22.04.2026 45mnt

  In this episode of The Brainstorm, Brett, Nick and Sam explore the emerging landscape of digital identity verification, focusing on World ID and its implications for online security, business models, and advertising. They discuss the technical challenges, regulatory hurdles, and future potential of proof of humanhood in a bot-dominated world.Key Points From This Episode:Authenticity verification is inevitable but deeply complex. As AI-generated content and deepfakes proliferate, proving human authenticity will become essential, requiring nuanced proof systems that balance privacy, convenience, and security.Authenticity verification is inevitable but deeply complex. As AI-generated content and deepfakes proliferate, proving human authenticity will become essential, requiring nuanced proof systems that balance privacy, convenience, and security.Proof of human or human-like presence will shape the future of digital interactions. Authenticating not just a person but their intent through bound bot actions will create a hierarchy of authenticity across social, financial, and security domains.If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
• Mythos And AI Safety | The Brainstorm EP 127 15.04.2026 23mnt

  In this episode of The Brainstorm, Brett, Nick and Sam explore the latest developments in AI models like Mythos, the strategic moves of companies like Anthropic, OpenAI, and Meta, and the future of social networks in an AI-driven world. They discuss the implications of AI safety, compute constraints, market dynamics, and innovative social trust networks.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 Wolf.financial, and sponsored by Public. 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:Anthropic's new AI model, Mythos, is being withheld for 100 days to allow top companies to patch vulnerabilities, raising questions about whether this is a marketing tactic or a genuine safety measure.The competition between AI companies like Anthropic, OpenAI, and Meta revolves around balancing compute resources and enterprise versus consumer focus, with each company making strategic decisions to maximize their market position.The discussion highlights the evolving landscape of AI, where product quality and distribution are key factors in determining success, and the potential for new social networks based on trust relationships rather than broad social media connections.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/
• SpaceX To The Moon | The Brainstorm EP 126 08.04.2026 37mnt

  In this episode of The Brainstorm, Brett, Nick and Sam explore the transformative impact of public and private space initiatives, focusing on how NASA's missions and SpaceX's innovations are accelerating progress toward lunar bases and Mars colonies. Discover the economic implications of SpaceX's reusable rockets and AI-powered satellites, and how these advancements are shaping a trillion-dollar 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 Wolf.financial, and sponsored by Public. 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 true power in space exploration comes from technological leadership, not just financial investment, as exemplified by SpaceX's advancements in reusable rocket technology.Valuation of innovative companies often reflects future potential, not current cash flow, with SpaceX's valuation grounded in its technological edge and expanding markets.Competition in frontier markets hinges on technological timing rather than mere capacity, with SpaceX's lead arising from ongoing improvements in reusability and thrust efficiency.For more information on our thoughts around OpenAI: https://x.com/downingARK/status/2041158083083210866?s=20To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/
• Kalshi Beats Consensus | The Brainstorm EP 125 01.04.2026 26mnt

  In this episode of The Brainstorm, Nick and Sam are joined by Nicole Kagan, Head of Research at Kalshi. They discuss how prediction markets could revolutionize risk management across every industry you can imagine. From macroeconomic trends to cultural phenomena, she's uncovering how financializing uncertainty creates vast new opportunities for entrepreneurs, investors, and even governments.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 Wolf.financial, and sponsored by Public. 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:Prediction markets are transforming risk management because they enable direct hedging of any future event, radically expanding the scope and precision of risk transfer.The true power of prediction markets lies in their distribution of certainty, not just point estimates, which reveals how confident the market is about future outcomes.Liquidity is the critical enabler of effective prediction markets, but its emergence depends more on participant interest than on formal market design.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/