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.

Fusaka Testnet Announcement

Fusaka follows this year’s Pectra upgrade, representing a major step forward in Ethereum’s scaling roadmap by introducing PeerDAS and key improvements that enhance blob throughput, L1 performance, and user experience. This post announces the testnet a…

Building The Neural Software Future With Stephen Balaban

In this episode, ARK’s Brett Winton, Charles Roberts and Frank Downing sit down with Stephen Balaban, CEO and co-founder of Lambda Labs — a company building AI-specific cloud infrastructure. The conversation explores Lambda’s role in the AI value chain, the evolving economics of data centers, and why traditional hyperscalers might be too slow to meet the moment.

Stephen explains why he believes we’re transitioning from deterministic, rule-based software to what he calls “neural software” — stochastic, neural network-driven systems that will eventually replace nearly all traditional software. He shares Lambda’s mission to enable this transformation by rapidly deploying GPU infrastructure and supporting the AI research and application build-out happening today.

The discussion spans infrastructure strategy, regulatory bottlenecks, AI safety, energy constraints, and long-term visions of neural operating systems. Stephen offers a bold perspective on the hardware demands and philosophical shifts required to usher in a world where software is generated, not written.

Robinhood Social & SpaceX | The Brainstorm EP 101

In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the latest developments from Robinhood’s Hood Summit, exploring their innovative new features for active traders and the exciting launch of Robinhood Social. They also discuss SpaceX’s strategic spectrum acquisition and its implications for global communication.

Announcing the districts of the Ethereum World’s Fair

World’s Fairs have historically showcased the biggest innovations of their time like telephones, televisions, photography, and light bulbs. In this spirit, Ethereum gets its own World’s Fair this November in Buenos Aires. A week where the ecosystem doe…

Fusaka $2,000,000 Audit Contest!

Today, we are excited to announce the start of the Fusaka audit contest, co-sponsored by Gnosis and Lido, hosted on Sherlock, and running for four weeks from September 15th. The goal is simple: maximize scrutiny of the Fusaka upgrade and surface vulner…

Tesla Robotaxi Revolution | The Brainstorm EP 100

In this milestone 100th episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the latest tech developments, including Tesla’s surprising Robotaxi app release and its implications for the future of autonomous vehicles. They explore the potential of Tesla’s expansion, the challenges of consumer adoption, and the broader impact on transportation costs and habits.

Required Reading

This week: Nan Goldin interviews Mahmoud Khalil, Jane Austen and money, Wikipedia under attack, Etsy witches, trolling the National Guard in DC, and more.

Building An AI Ecosystem With Dmitry Shevelenko From Perplexity

In this episode of FYI, ARK’s Brett Winton and Charlie Roberts speak with Dmitry Shevelenko, Chief Business Officer at Perplexity, about the company’s evolving role in the future of the agentic internet. They discuss how Perplexity is carving out its p…

September 5, 2025 — In The Know With Cathie Wood

On episode LXXI of "In The Know" (September 5, 2025), ARK CEO/CIO Cathie Wood analyzes August’s employment report and its broader economic implications, connecting fiscal and monetary policy shifts with the innovation-driven growth expected a…

The US Must Rebuild Domestic Uranium Enrichment Capacity

As hyperscalers turn to nuclear power for clean reliable energy to support growing demand for AI-related compute, President Trump has signed an Executive Order to quadruple US nuclear capacity by 2050. Accounting for up to ~50% of uranium fuel costs, e…

Holešky Testnet Shutdown Announcement

As previously announced, the Holešky testnet has reached its planned end-of-life date and will be sunset shortly. The vast majority of remaining validator nodes will be shut down 2 weeks after the Fusaka upgrade has finalized on Holešky. After this, Ho…

The Ecosystem Support Program’s Next Chapter

The EF’s Grants Program launched in 2018 and has evolved over time to become the Ecosystem Support Program (ESP), providing grants and support to builders that help the Ethereum ecosystem thrive. Our mission is to enable work that strengthens Ethereum’…