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
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35:21
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35:21
Ethereum’s Big Moment With Tom Lee
In this episode, ARK’s Cathie Wood and Brett Winton sit down with Tom Lee — co-founder of Fundstrat Global Advisors and chairman of BitMine Immersion Technologies — to explore the rising influence of Ethereum as a financial infrastructure layer. Tom shares how BitMine transformed into the largest corporate holder of Ethereum globally, and why digital asset treasury companies DATs could serve as a bridge between traditional finance and decentralized networks.The conversation covers Ethereum’s “ChatGPT moment,” the regulatory unlock of 2025, and why institutional investors may prefer equity-wrapped crypto exposure. Tom also lays out a bold vision in which Ethereum surpasses Bitcoin in market cap and becomes the financial internet’s base layer — absorbing everything from stablecoins and tokenized assets to staking, liquidity backstops, and even prediction markets.The trio also examines risk dynamics, corporate strategy, and the architectural differences between proof-of-work and proof-of-stake systems as Wall Street starts to build on-chain.Key Points From This Episode:00:00:00 How BitMine evolved from a small miner into the largest Ethereum-holding DAT.00:03:00 Why BitMine’s ETH per share jumped 9x in 8 weeks — and what’s next.00:06:30 Why DATs exist at all — and why they’re crucial for institutional access.00:08:05 Ethereum’s “ChatGPT moment”: Stablecoins as breakout crypto products.00:10:29 How BitMine solved a regulatory bottleneck for ARK’s crypto exposure.00:14:54 The flippage theory: Why Tom believes ETH will surpass Bitcoin.00:19:34 Proof-of-stake vs. proof-of-work: Comparing network resilience and incentives.00:24:06 Targeting 5% of ETH supply: How much is too much for a DAT?00:28:48 How BitMine is like a “reverse bank” — and why that earns it a NAV premium.00:33:16 What could dethrone BitMine’s lead? The tech risk and Solana wildcard.00:38:47 Ethereum can’t hold everything: Why multiple chains will exist.00:50:27 How tokenization unlocks transparency, pricing, and global efficiency.00:54:03 Tom’s 2030 forecast: Ethereum at $60K and digital treasuries worth $5T.
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56:42
AMD And OpenAI | The Brainstorm EP 104
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the evolving landscape of AI and its economic implications. They explore the strategic partnerships between tech giants like AMD and OpenAI, discussing the potential impacts on the AI hardware market. The conversation also touches on the future of e-commerce with agentic commerce and the role of AI in reshaping consumer experiences.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:The episode explores the strategic partnership between AMD and OpenAI, highlighting its potential to reshape the AI hardware market.Agentic commerce is discussed as a transformative force in e-commerce, with AI enabling seamless consumer experiences.The hosts debate the implications of AI-generated content, considering its potential to create new media formats and distribution channels.The conversation delves into the cyclical nature of AI investments, emphasizing the importance of strategic partnerships and market positioning.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public
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43:45
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43:45
From Dot Com To AI | The Brainstorm EP 103
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the fascinating world of AI and its economic implications, exploring OpenAI's financial maneuvers and the circular economy concept. They also discuss groundbreaking advancements at the ARC Institute that are revolutionizing biology, and examine the future energy demands 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's financial strategies are likened to a circular economy, involving major players like Oracle and NVIDIA.The ARC Institute is making significant strides in biology with new gene editing techniques and synthetic genomics.AI's future energy demands could surpass those of entire countries, raising questions about sustainability.The current AI boom is compared to the dot-com era, with potential for massive economic impact.Discussions on sustainable abundance highlight the need for strategic energy planning and investment.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public
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42:29
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42:29
Meta AI Ray-Ban Display Glasses | The Brainstorm EP 102
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the latest tech innovations and financial shifts. From Meta's groundbreaking AR glasses and their potential to revolutionize digital interaction, to Coinbase's bold move into banking with high-yield offerings, the discussion is both insightful and forward-thinking. Tune in to explore how these developments could reshape industries and consumer habits.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:Meta's AR Glasses: Affordable AR glasses with new input technology.Competitive Pricing: Priced at $800, making AR tech accessible.Wearable Tech Debate: Comparing Meta's glasses to Apple's AirPods.Coinbase's Banking Move: Offers up to 11% yield, challenging banks.Digital Wallet Disruption: Digital wallets like Coinbase and Robinhood are reshaping finance.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public
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.
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