FYI - For Your Innovation

In this episode of FYI – For Your Innovation, ARK's CEO Cathie Wood hosts a wide-ranging conversation with Marco Santori, CEO of Solmate, and Dr. Arthur Laffer, renowned economist and longtime ARK advisor. Together, they explore the evolving crypto landscape, regulatory shifts, and why Solana is emerging as a powerful foundation for next-generation financial infrastructure. Santori, previously Chief Legal Officer at Kraken and General Partner at Pantera, shares why he’s now focused on building Solmate atop the Solana blockchain—and why the Middle East is a critical part of that strategy. He explains Solana’s technical advantages, from base-layer speed to support for smart contracts, and its potential to become the platform of choice for high-frequency trading, AI-driven transactions, and decentralized financial services. Dr. Laffer brings historical context to the conversation, contrasting private and government-controlled currencies and making the case for innovation in monetary systems. He also reflects on why he joined the board of Solmate and what excites him about its approach to financial infrastructure and economic growth.Key Points From This Episode:●      [0:00] Meet the guests: Marco Santori’s legal background and early Solana investment●      [4:45] Regulatory whiplash: How the U.S. landscape shifted under a new administration●      [7:16] Dr. Laffer’s crypto “aha” moment and the history of private money●      [13:30] Why Marco chose Solana: performance, smart contracts, and AI readiness●      [18:05] Ethereum vs. Solana: decentralization, speed, and Wall Street applications●      [23:27] Solmate’s board and Middle East connections●      [30:14] Why the United Arab Emirates (UAE) is betting on Solana●      [37:09] The evolution of Solmate from digital asset treasury to infrastructure company●      [42:38] Revenue strategy: building cash flow, not just holding tokens●      [46:23] The Middle East as a geographic and latency hub for blockchain innovation●      [51:06] High-frequency transacting: the next frontier in trading●      [52:31] Solana and on-chain prediction markets

In this episode of The Brainstorm, hosts Sam, Brett, and Nick are joined by Cathie Wood to discuss a range of pressing economic and technological topics. The conversation kicks off with the implications of Jerome Powell's subpoena and the broader economic initiatives under the Trump administration. Cathie Wood shares insights on the impact of these policies on consumer sentiment, inflation, and the housing market. The discussion also delves into the dynamics between Apple, Google, and AI technology, highlighting the strategic partnerships shaping the future of digital assistants like Siri. The episode wraps up with a lively debate on the potential of humanoid robots and the evolving landscape of innovation and investment.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:Cathie Wood discusses the economic impact of Jerome Powell's subpoena and recent Trump administration policies on consumer sentiment and inflation.The conversation explores the strategic partnership between Apple and Google, focusing on AI technology and its implications for Siri.The hosts debate the potential of humanoid robots and the investment landscape for innovation in this field.The episode touches on the dynamics of the housing market and the influence of political and economic factors on housing prices.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/

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: Lorenzo Valente: Director of Digital Assets at ARK InvestFrank Corva: Former Bitcoin White House Correspondent and Contributor to Forbes CryptoJeff Booth: General Partner of Ego Death Capital and Board Member of Core Scientific Rory Murray: VP Digital Assets Management at CleanSparkCathie Wood: Founder, CEO and CIO at ARK InvestRod Roudi: Co-Founder, Bitcoin Park  Key Points From This Episode:0:00 — Welcome + 2025 → 2026 setup0:52 — 2025 price action: $120k, 10/10 flash crash, four-year cycle & volatility5:06 — Why 2025 was a “before/after” year: Genius Act, Clarity Act, institutional rails10:13 — Stablecoins vs Bitcoin: “usurping a role” + medium-of-exchange reality check12:38 — Circular economies on the ground: Kibera (Afribit) + real-world usage20:32 — US adoption push: Square/Block terminals + merchant acceptance22:26 — The “de minimis” tax exemption: why it matters + political momentum28:04 — Privacy + developer protections: Clarity Act language, Samourai/Tornado Cash concerns32:01 — Bitcoin as pristine collateral: miners, credit markets, yield/treasury management48:29 — Mining & energy convergence: AI/High Performance Computing (HPC) shift, hashrate decentralization, supply chain/ASICs56:14 — Bold predictions for 2026: normalization + “de-taboo-ization” of Bitcoin Learn more about Bitcoin Park: bitcoinpark.com 

In this episode of The Brainstorm, we discuss the latest developments in AI and technology, including NVIDIA's strategic moves with Groq and Meta's acquisition of Manus AI. We explore the implications of these acquisitions on the AI landscape, the potential for orchestration layers in AI models, and the competitive dynamics among major tech companies. The conversation also touches on the future of user interfaces and the evolving role of voice and text in consumer interactions.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:NVIDIA's strategic investment in Groq highlights its focus on enhancing AI chip capabilities without full acquisition, aiming to secure a competitive edge.Meta's acquisition of Manus AI emphasizes the importance of orchestration layers in delivering agentic AI experiences, integrating multiple models for diverse applications.The discussion explores the evolving AI landscape, questioning whether foundational models or their applications (wrappers) hold more value for end-users.The hosts debate the future of user interfaces, predicting a shift towards voice interactions and the potential for new hardware innovations.The episode concludes with a look at the competitive dynamics in the tech industry, particularly the role of initial public offerings (IPOs) and acquisitions in shaping market leadership.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/

On this year’s final episode of FYI, we will be taking the opportunity to highlight some of the best moments from throughout the year. While we are grateful for every single guest that has joined the For Your Innovation podcast, here is a compilation of some of our favorite moments.  Key Points From Each Highlighted Episode: Vlad Tenev: Robinhood’s north star is a “financial super app” that uses tokenization/stablecoins to broaden access and ownership for everyday investors. Tom Lee: Digital-asset treasury companies can be the traditional finance (TradFi) wrapper that makes token exposure easier to own inside existing market plumbing. Dr. Jin-Hyung Lee: Real “understanding” of the brain means measuring and controlling circuits precisely enough to restore function—and building models that connect intervention to outcome. Peter Diamandis: Aging is increasingly framed as an epigenetic + systems problem, where AI and better therapies could accelerate progress toward “longevity escape velocity.” Peter Walker: Venture dollars are increasingly concentrated in AI (especially late-stage) while liquidity remains constrained without a healthier initial public offering (IPO) market.

In this episode, Brett Winton and Lorenzo sit down with Carlos Domingo, CEO and co-founder of Securitize, to explore how blockchain infrastructure is transforming capital markets. As a pioneer in the tokenization space, Carlos unpacks what it means to issue native securities—like stocks, bonds, and credit funds—on chain and why the modernization of legacy financial systems is long overdue. Carlos details Securitize’s role as a registered transfer agent and broker-dealer, their regulatory journey with the Securities and Exchange Commission (SEC), and why native tokenization (not synthetic derivatives) is essential for future growth. They discuss the promise of 24/7 trading, peer-to-peer transfers, composability with decentralized finance (DeFi) protocols, and the global democratization of financial access—especially in markets underserved by traditional systems. The episode also dives into the tension between blockchain-native systems and financial incumbents, the logic behind Securitize’s decision to go public via a special purpose acquisition company (SPAC), and the asset classes best suited for tokenization—from treasuries to public equities and beyond.Key Points From This Episode:(00:00:00) Why capital markets need a blockchain-based ledger upgrade(00:05:46) How tokenization improves global accessibility and financial user experience(00:07:35) Real-world examples: Tokenized treasury and credit funds(00:10:29) Understanding how ownership works: DTCC, transfer agents, and blockchain(00:17:08) Global appetite for tokenized stocks, following stablecoin adoption(00:18:24) Tokenizing private equity and venture capital for broader access(00:25:34) How Securitize tokenizes assets the right way—with issuer involvement(00:28:55) Regulatory clarity accelerates tokenization adoption(00:30:08) Open blockchain infrastructure unlocks composability and innovation(00:35:50) Where Securitize fits in the capital markets stack(00:37:13) Projecting tokenized assets: From $4.6B to $200B assets under management (AUM)(00:39:46) Why Securitize stays blockchain-agnostic despite protocol growth

In this episode of The Brainstorm, we delve into the groundbreaking advancements in gene editing, focusing on its potential to transform healthcare. We explore the shift from treating rare diseases to tackling common killers like cardiovascular disease, and discover how CRISPR technology is paving the way for a new era in medical treatment.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:CRISPR-based gene editing is moving from treating rare diseases to addressing common conditions like cardiovascular disease.The transition from ex vivo to in vivo gene editing could simplify treatment processes significantly.Lipid nanoparticle delivery is a key advancement enabling in vivo gene editing.The potential market for in vivo gene editing treatments is vast, with significant implications for healthcare costs and patient outcomes.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/Relevant Links:https://www.ark-invest.com/newsletters/issue-491

In this episode of The Brainstorm, we dive into the high-stakes battle between Netflix and Paramount over the acquisition of Warner Brothers, exploring the implications for the streaming industry. We also discuss Elon Musk's ambitious plans for space-based data centers and the potential impact on global technology infrastructure. 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 episode explores the intense competition between Netflix and Paramount for the acquisition of Warner Brothers, highlighting the strategic moves and potential outcomes.Discussion centers around Elon Musk's plans for launching space-based data centers, aiming to revolutionize global data infrastructure.The conversation delves into how these acquisitions and technological advancements could reshape the streaming landscape and consumer experiences.The episode concludes with insights into the broader impact of these developments on the future of entertainment and technology sectors.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/

In this episode of FYI – For Your Innovation, ARK's Brett and Lorenzo are joined by Sandeep Nailwal, co-founder of Polygon, to explore the evolving landscape of Ethereum scaling, the role of Layer 2s, and Polygon’s growing importance in Web3 infrastructure. Sandeep unpacks how Polygon transitioned from a sidechain into a comprehensive execution layer, supporting both shared and dedicated compute environments. The discussion spans Polygon's technology roadmap (including the transition to Polygon 2.0), the distinction between sidechains and L2s, and how Polygon’s AggLayer is designed to unify fragmented liquidity across custom blockchains. They also address the competitive dynamics between public blockchains and “corpo chains” like those initiated by Stripe, Circle, and Coinbase—raising questions about credible neutrality, token economics, and long-term adoption paths. Sandeep outlines Polygon's strategy of prioritizing scale before revenue, aiming to build lasting infrastructure in the face of fast-moving innovation.Key Points From This Episode:[00:00] – Intro: What are Layer 1s, Layer 2s, and sidechains?[08:00] – Why apps are moving to dedicated L2s[20:03] – What is Polygon, and why is “L2” a misnomer?[28:03] – Pitching Polygon to institutions and developers[29:01] – Competitive landscape: too many chains, not enough clarity[34:14] – Are L2s valuable businesses?[35:30] – Why usage, not fees, is Polygon’s current priority[40:46] – Corpo chains and how they leverage open infrastructure[48:41] – What success looks like for Polygon in 5 years[49:54] – Key metrics: TVL, throughput, and transaction growth[50:57] – Outro and closing reflections from Brett

Impulse Labs founder and CEO Sam D’Amico joins ARK’s Brett Winton and Sam Korus to explore how embedding batteries into appliances—starting with the humble kitchen stove—can rewire energy infrastructure from the inside out. From his time at Oculus and Google to pioneering a 10,000-watt induction cooktop, Sam shares how Impulse is building what he calls the “modern electric technology stack,” and why that could make Impulse the Tesla of home devices.Key Points From This Episode:(00:00:00) Intro(00:01:00) Why ARK is excited about Impulse Labs(00:03:20) From Oculus to appliances — Sam’s founder story(00:06:40) Why embedding batteries transforms the home(00:08:20) “The battery of things” vs. “the internet of things”(00:10:30) How induction cooking works — and what Impulse improves(00:13:30) Building a 10,000-watt coil and keeping it safe(00:17:35) Precision temperature control and AI-powered cooking(00:20:17) Using the stove’s battery as grid storage(00:23:59) How battery-backed appliances help with installation and energy resilience(00:26:30) Beyond stoves — expanding into HVAC, water heaters, laundry, and more(00:30:35) Distributed batteries vs. centralized storage(00:34:00) Infrastructure benefits from embedded storage(00:38:20) Why performance, not just sustainability, drives electrification(00:40:52) Scaling manufacturing and the factory as a product(00:44:03) KPIs: Deployed devices and battery gigawatt hours(00:47:18) Microwave experiments and future applications(00:49:17) The appliance market’s legacy and Impulse’s edge(00:51:05) The original pizza obsession that sparked the idea

In this episode of The Brainstorm, we dive into the looming threat of quantum computing on Bitcoin's security. Join Sam, Nick, Raye, and Brett as they explore the vulnerabilities in Bitcoin's network, the potential impact of quantum advancements, and the steps the crypto community must take to safeguard the future of digital currencies.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:Quantum computing poses a significant threat to Bitcoin by potentially compromising wallet security through reverse engineering of private keys.A third of Bitcoin's total supply is vulnerable to quantum attacks, highlighting the urgent need for quantum-resistant security measures.The Bitcoin community faces challenges in reaching consensus on implementing new security protocols to counteract quantum threats.The timeline for quantum computing advancements remains uncertain, but proactive measures are essential to protect the crypto ecosystem.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/

In this episode of The Brainstorm, Sam Korus, Brett Winton, Nick Grous, and Frank Downing dive into the competitive landscape of AI, exploring why Google is outpacing its rivals with the release of Gemini 3. They discuss the implications of this technological leap, the transformative potential of Nano Banana Pro, and what it means for the future of AI. 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:Google's Gemini 3 is setting new benchmarks in AI, challenging the dominance of OpenAI's models.The introduction of Nano Banana Pro marks a significant advancement in AI's ability to process and present information visually.Google's strategic integration of AI across its services is enhancing user personalization and memory capabilities.The competitive dynamics in AI are shifting, with Google leveraging its full-stack capabilities to gain an edge over competitors.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/

In this episode of The Brainstorm, Sam Korus, Brett Winton, and Nick Grous dive into the current state of the market, discussing the recent downturn and its impact on major players like Bitcoin and Nvidia. They explore the narrative around AI as a potential bubble, the implications of major investors selling off their stakes, and the broader economic factors at play. The conversation also touches on the dynamics of AI monetization, the competitive landscape among tech giants, and the future of reusable rockets in the 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 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 episode opens with a discussion on the recent market downturn and its impact on major tech stocks.The hosts explore the narrative surrounding AI as a potential bubble and its implications for the tech industry.Key economic factors, including government actions and investor behavior, are analyzed for their influence on market trends.The conversation delves into the strategies and challenges of monetizing AI technologies.The episode also touches on advancements in space technology, particularly the development of reusable rockets.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/

In this episode of The Brainstorm, Nick Grous, Tasha Keeney, and Brett Winton dive into the latest Tesla shareholder meeting, discussing Tesla's ambitious plans to build their own chip fab and the implications for the future of autonomous driving. They also explore Robinhood's strategic moves in the financial market and the potential of space-based data centers. 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:Tesla plans to build its own chip fab to ensure a steady supply for its vehicles and robotics, aiming to overcome manufacturing limitations.The discussion highlights Tesla's move towards full autonomy, with potential updates allowing texting while driving in the near future.Robinhood's strategy to attract Tesla shareholders with a 2% uncapped match is analyzed as a bold customer acquisition move.The feasibility and future of space-based data centers are explored, considering the challenges and opportunities in this emerging field.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public

In this episode, ARK’s Cathie Wood and Brett Winton sit down with Sean McClain, Founder and CEO of AbSci, to explore how generative AI is reshaping drug discovery, development timelines, and clinical costs. Sean walks through real-world examples of AI-designed antibodies—such as AbSci’s breakthrough HIV antibody and a regenerative treatment for hair loss—and explains how these platforms are helping unlock previously “undruggable” biology.They discuss AbSci’s Phase 2-ready hair growth antibody (BS201), the company’s partnerships with Caltech and AMD, and why the FDA’s evolving embrace of AI could accelerate the end of animal testing. The conversation closes with a forward-looking discussion on the role of regenerative medicine in longevity—and why AI drug discovery might just pull biotech out of its multi-year bear market.Key Points From This Episode:(00:00:00) How AbSci uses generative AI to design antibodies from scratch(00:02:42) HIV, ion channels, and the promise of targeting "undruggable" biology(00:06:28) AbSci’s BS201 drug for hair regrowth: mechanism, speed, and cost advantages(00:13:20) Clinical timeline: From concept to Phase 2 readout in 3.5 years(00:15:34) Bringing costs down: $100–150M vs. the industry average of $2.4B(00:17:36) Why AI enables “keys designed for specific locks” in drug targeting(00:22:58) What AbSci’s models are trained on—and how prompts work in drug inference(00:25:32) The future of clinical testing: AI replacing animal models(00:36:43) Sarcopenia, strength loss, and regenerative approaches to aging(00:48:10) BS201 as a long-acting pulse therapy—and how it compares to transplants

In this episode of The Brainstorm, hosts Nick Grous, Brett Winton, and guests Frank Downing and Jozef Soja dive into OpenAI's ambitious restructuring plan and its implications for a potential $1 trillion IPO. They explore the intricacies of OpenAI's partnership with Microsoft, the challenges of defining artificial general intelligence (AGI), and the strategic moves shaping the future of AI.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 has restructured as a public benefit corporation, with Microsoft holding a 27% stake. The restructuring includes a clause for declaring AGI, requiring independent verification.The company projects significant revenue growth, aiming for a $100 billion run rate by 2027. OpenAI's valuation could compress as it approaches a trillion-dollar IPO.OpenAI's potential IPO is driven by the need for increased compute and capital.The AI market is expected to see multiple large players, not just a single winner.Amazon's chatbot, Rufus, demonstrates successful consumer AI monetization.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public

In this episode of The Brainstorm, join Nick Grous, Tasha Keeney, and Brett Winton as they dive into Tesla's latest earnings, the future of Robotaxis, and the challenges of humanoid robots. Explore insights on Tesla's production ramp, AI advancements, and the potential for full autonomy.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:Tesla's recent earnings call highlighted increased confidence in their Robotaxi service and plans to scale production rapidly.Elon Musk expressed optimism about achieving unsupervised full self-driving capabilities soon, aiming for 3 million vehicles annually within two years.The discussion explored the complexity of humanoid robots, estimating the problem to be 200,000 times more challenging than Robotaxis.Tesla's strategy involves leveraging AI compute power and Robotaxi cash flow to advance humanoid robot development.Regulatory hurdles remain a significant factor in the rollout of full autonomy and Robotaxi services across different states.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public

In this episode, ARK’s Brett Winton and Lorenzo Valente sit down with Anatoly Yakovenko — co-founder of Solana — to explore how Solana is evolving into a high-performance, globally distributed financial infrastructure. Anatoly shares the network’s origin story, explains how Solana leverages parallel compute and hardware innovation to scale, and outlines why execution—not just settlement—is the future of crypto-based finance.The discussion covers how Solana compares to centralized systems like NASDAQ, why monolithic architecture matters, and how innovations like Firedancer and Alpenglow will push the boundaries of decentralized coordination and real-time price discovery. They also explore tokenomics, validator incentives, and why Solana is built to handle machine-generated transaction volumes at global scale.Anatoly offers a wide-ranging perspective on decentralization, future throughput limits, and why blockchains should eventually become invisible to end users.Key Points From This Episode:00:00:00 Why Solana exists00:06:25 Time as a cryptographic primitive: Solving blockchain inefficiency with Time-Division Multiple Access (TDMA)00:11:33 Why Proof of History may disappear — and what replaces it.00:14:16 How cryptographic guarantees could replace 100 years of financial regulation.00:20:03 Settlement vs. execution: Why all the value accrues at the execution layer.00:26:29 Handling millions of transactions per second — and how Solana filters noise.00:38:47 Solana vs. NASDAQ: Building a global atomic state machine for finance.00:42:25 Validator incentives, staking yields, and real vs. inflationary revenue.00:48:46 Firedancer, Alpenglow, and multiple concurrent proposers: What’s next for Solana.00:54:52 Is quantum computing a real crypto threat? Anatoly’s timeline and optimism.

In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the latest advancements in space exploration with SpaceX's groundbreaking achievements and the evolving landscape of gene sequencing technology. From the successful Starship test flight to the economic implications of reusable rockets, and the cost dynamics of long-read versus short-read sequencing, this discussion offers a deep dive into the future of technology and innovation.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:SpaceX's Starship test flight was a major success, showcasing the potential for reusable rockets.The 31st reuse of a booster marks a significant milestone in reducing space travel costs.Starlink's technology provides superior video quality and data collection during launches.Long-read sequencing is becoming more affordable, opening new research opportunities.The prediction market is experiencing rapid growth, with significant shifts in market share.Apple's investment in F1 broadcast rights highlights the growing interest in motorsports.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public

In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, Cathie Wood, and Nick Grous dive into the ambitious targets of Elon Musk's new pay package and its potential impact on Tesla and its shareholders.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 describes Elon's pay package as ambitious, with targets that could significantly impact Tesla's growth and innovation.The package is seen as a motivator for Elon to accelerate advancements in technologies like humanoid robotics and robotaxis.The discussion highlights the broader societal benefits if Tesla achieves these ambitious goals.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public