Mindfully Curated
On episode LXVI of "In The Know" (April 4, 2025), ARK CEO/CIO Cathie Wood emphasizes the importance of understanding the political backdrop, particularly regarding tariffs and their implications for the economy. She also discusses the curren…
DNA sequencing is on the cusp of a major transformation, and Gilad Almogy, CEO of Ultima Genomics, is leading the charge. In this episode of FYI, ARK’s Chief Futurist, Brett Winton, and Multiomics analyst Nemo Despot explore how Ultima is making whole-…
In this episode, Sam and Nick discuss Robinhood’s recent announcements, including its transformation into a full-service digital wallet, the introduction of AI features, and the launch of robo-advisory services. They explore the competitive landscape with Block and other fintech companies, emphasizing the importance of understanding market dynamics and user engagement. The conversation highlights Robinhood’s innovative approach to financial services and its potential impact on the industry.
On Friday, Elon Musk announced that X and xAI will merge in an all-stock transaction, the combined entity valued at $125 billion. The two entities were already linked commercially, X premium users enjoying privileged access to xAI’s Grok model, and Gro…
Is NVIDIA poised to shake up the AI industry? Sam Korus and Nicholas Grous are joined by ARK Director of Research, Next Generation Internet, Frank Downing, to discuss the key takeaways from NVIDIA’s GTC conference, focusing on the shift from AI training to inference, NVIDIA’s innovations in hardware and software, the growing interest in humanoid robots, and the impact of China’s AI advancements on chip demand. They explore the competitive landscape, including AMD’s position and the implications for companies like Waymo and Microsoft.
In 1977, a cash-strapped advertiser in Clearwater, Florida, sent 112 electric can openers to a local easy-listening AM radio station as payment for ad services. In turn, feeling the pinch of competition from FM radio, the station owner decided to sell …
Ethereum’s weekly All Core Developer calls are a lot to keep up with, so this “Checkpoint” series aims for brief high-level updates with a target cadence of every 4-5 calls, depending on what’s happening in core development. See the initial update here…
Last week, Waymo released its latest Safety Report, from which we estimate that its commercial robotaxi service averaged ~500,000 miles between police-reported collisions in the fourth quarter. Based on this metric, in just one quarter Waymo’s performa…
In this episode of For Your Innovation, the ARK team is joined by Umoja’s CEO, Dr. Andy Scharenberg, and CFO, Britton Russell, to discuss their journey, vision, and the innovative science reshaping cancer treatment. Dr. Scharenberg explains how Umoja’s…
Is history doomed to repeat for Apple? Sam Korus and Nicholas Grous are joined by ARK Chief Futurist, Brett Winton, to discuss the current state of Apple, particularly focusing on its challenges in innovation and AI development. They analyze the delays in launching promised features, the implications of these delays on Apple’s reputation, and the competitive landscape in which Apple operates. The discussion also touches on the company’s historical context, its financial strength, and the potential future of AI within Apple’s ecosystem.
The nuclear industry is transforming rapidly as the US and 30 other nations commit to tripling nuclear capacity by 2050. Hyperscalers like Microsoft, Google, and Amazon are catching the nuclear energy wave in an attempt to meet the rising power demands…
The Pectra testnet activation revealed issues in clients with deposit contract configurations changes on Ethereum testnets. While Sepolia’s recovery was straightforward and the network has since fully recovered, Holesky experienced extensive inactivity…
Apple has delayed the release of some of its most widely touted Apple Intelligence features until 2026 or later. Though the delay may be a surprise to seasoned Apple observers, disruptive technologies are challenging for incumbents—now including Apple—…
The Bitcoin Monthly February 2025 Report addresses a market summary, bitcoin’s oversold position, and money velocity, uncertainty, and future growth.
Last week, several attempts at spaceflight highlighted the challenges. Backed by NASA, Firefly Aerospace began 14 days of lunar surface operations during which its Blue Ghost began to capture stunning, sci-fi-like images, as shown below. As part of th…
We are pleased to announce that Hsiao-Wei Wang is joining the Ethereum Foundation’s Board of Directors. The current board members now include Aya Miyaguchi (President) , Vitalik Buterin (Founder), Patrick Storchenegger (Swiss council) and Hsiao-Wei Wan…
On episode LXV of "In The Know" (March 7, 2025), ARK CEO/CIO Cathie Wood recognizes that investors are navigating a complex economy—rolling recession, rising layoffs, and shifting government policy. She highlights the importance of looking be…
The Mekong devnet was meant to be a playground for wallet developers to experiment with UX changes and for stakers to gain confidence in the upcoming Pectra changes. The Pectra network upgrade has been activated on the Ethereum Sepolia and Holesky tes…
In this episode of For Your Innovation, Brett Winton, ARK’s Chief Futurist, and Frank Downing, Director of Research, Next Generation Internet, sit down with Aaron Levie, CEO and co-founder of Box, to discuss the transformative impact of artificial inte…
In this webinar, ARK’s Cathie Wood (CEO/CIO), Brett Winton (Chief Futurist), Thomas Hartmann-Boyce (Client Portfolio Manager), and Rahul Bhushan (Global Head of Index) unveil “Big Ideas 2025” and explore the key innovation platforms shaping the future.