Podcast
FYI - For Your Innovation
Hosted by ARK Invest · EN
The FYI - For Your Innovation Podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs. Hosted by ARK Invest, ARK and guests provide a unique perspective on how to best understand disruptive innovation.
35episodes
Episodes
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Tesla, XAI, And Digital Optimus | The Brainstorm EP 123
Mar 1800:26:34Tap to summarizeIn this episode of The Brainstorm, Brett, Nick, and Sam are joined by Frank Downing to discuss how XAI is shifting gears, aiming to turn that raw power into practical, revenue-generating products. Elon Musk’s latest moves reveal a daring strategy: leveraging Tesla’s custom chips, SpaceX’s orbital infrastructure, and a close-knit integration of AI and hardware. The question is, can XAI reinvent itself with this vertical integration, or will it become just another seller of compute?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 key to competitive advantage now lies in how models are packaged and integrated for real-world application rather than just their raw capabilities.Success depends on seamlessly combining technological capabilities with the right distribution channels and user interfaces.Dominance in AI is increasingly driven by proprietary hardware and custom chips that reduce reliance on expensive, profit-margined cloud providers.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/
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AI Debate With Citrini Report Co-Author | The Brainstorm EP 122
Mar 1100:36:46Tap to summarizeIn this episode of The Brainstorm, Brett, Nick, and Sam are joined by Alap Shah, CIO of Lotus Technology Management, and co-author of the viral Citrini Report. Alap reveals a provocative scenario: an acceleration in AI capabilities might wipe out a significant portion of white-collar jobs faster than expected, risking both economic disruption and widening inequality. He also teases his follow up report, being released in the coming weeks.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 scarcity of human intelligence, once the economic foundation, is at risk as AI turns this scarcity into abundance, potentially disrupting value and production.AI-driven productivity gains could exacerbate inequality unless systemic changes are made to ensure equitable distribution of benefits.The timing mismatch between technological productivity and job displacement could lead to economic instability, requiring proactive policies to smooth the transition.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/
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The Great Labor Shuffle | The Brainstorm EP 121
Mar 400:29:36Tap to summarizeIn this episode of The Brainstorm, Brett, Nick, and Sam dissect how industry giants like Block are slashing 40% of their workforce overnight while accelerating AI adoption, challenging everything you thought you knew about employment, productivity, and economic growth. You’ll discover the real reason behind Jack Dorsey’s massive layoffs, surprising data on revenue-per-employee ratios, and the shift from tools to agentic systems.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 recent conflict with the Department of War over the use of their Claude model highlights the complexities of AI governance and the impact of political stances on market positioning.The rapid downsizing of high-performing companies suggests that AI-driven efficiency gains are fundamentally disruptive, challenging traditional notions of organizational scale.Prediction markets face challenges with transparency and insider trading, but they hold long-term potential for providing real-time intelligence and liquidity in equity markets.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/
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Cruise and Sodium Ion Batteries | The Brainstorm EP 25
Nov 28, 2023Tap to summarizeMore founders leaving companies? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Tasha Keeney, CFA, ARK’s Director of Investment Analysis and Institutional Strategies. Together they discuss Cruise updates and the potential of sodium ion batteries. 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 Cruise CEO Steps Down Sodium Ion Batteries For more updates on Public.com: Website: https://public.com/ YouTube: @publicinvest Twitter: https://twitter.com/public
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The Evolution of AI Models with Naveen Rao of MosaicML
Jan 19, 2023Tap to summarizeThere are many speculations about the future of artificial intelligence (AI), and in this episode, we hear the opinions and predictions of a player in the inner folds of the AI space. Naveen Rao is the CEO and Co-Founder of the machine learning (ML) training platform, MosaicML, and the former CEO and Co-Founder of Nervana Systems. Naveen shares insight into the thesis behind Mosaic and the practical applications of Large Language Models (LLMs), as well as the Generative Pre-trained Transformer-2 (GPT-2) to GPT-3 transition and the challenge of training models with the constraint of data limits. He predicts the evolution of AI models in terms of quantity, size, and function, and the future of computers in general. If you’re curious as to whether it makes sense to build smaller models or own your own model, this episode is for you. Tune in to hear Naveen’s opinions on the impact of AI on the economy, the danger of centralizing resources, what constitutes sentience, and much more. “What we’re doing at Mosaic is building tools to enable more people to have access to these technologies. When it’s all centralized in one or two or three players, that creates a huge power dynamic.” — @NaveenGRao Key Points From This Episode: Naveen Rao’s educational background and interest in synthetic intelligence. What led him to start his first AI company, Nervana Systems. The thesis behind MosaicML. What MosaicML offers customers. What Naveen considers to be 2022’s most exciting breakthrough in AI. The innovation of ChatGPT. The GPT-2 to GPT-3 transition. The challenge of training models with the constraint of data limits. Naveen explains the concept of synthetic data. He predicts the evolution of AI models in terms of quantity, size, and function. Why it makes sense to build smaller models and own your own model where possible. Data as a moat component. Practical applications of LLMs. Naveen’s opinion on whether AI will disrupt the economy or increase Gross Domestic Product (GDP). The danger of the centralization of resources. How MosaicML is making trading more efficient given the limits AI is facing. The efficiency improvements MosaicML customers are seeking out. Naveen’s prediction for the rate of cost decline. The history of the computer password. The future of computers. The question of what constitutes sentience. Naveen recounts the acquisition process of selling Nervana Systems to Intel. How the innovator’s dilemma will play out among competitors in the AI space. Naveen’s advice for his past self.
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