FYI - For Your Innovation
Summary: 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 analyst James Wang, ARK and guests provide a unique perspective on how to best understand disruptive innovation.
On the show today we welcome Chris Burniske of Placeholder, a venture capital firm that invests in cryptoassets. Chris is a friend and former colleague of ours at ARK Invest and he will be discussing all the latest developments in the crypto space as well filling us in on Placeholder’s projects and founding ideas. Yassine Elmandjra (ARK analyst) is also here to help conduct the interview and further our probing of Chris’ expertise. We aim to provide a review of the past year and get into the idea of defining a new economy before breaking down some of the key areas of interest relating to Bitcoin. Chris unpacks store of value and medium of exchange, what the future may look like, volatility and much more on the vanguard of the crypto world. The discussion turns to some other prominent cryptocurrencies before looking at regulation and global approaches to the growth of the cryptoassets. For all this and much more be sure to tune in! (Note: This episode was recorded 11/07/2018) Key Points From This Episode: A recap of the last year for Chris and his venture capital firm Placeholder Placeholder’s underlying and primary thesis. Looking at Bitcoin since its inception Weighing Bitcoin’s store of value versus it being a medium of exchange. How to measure Bitcoin’s future success as a currency. The long-term arc of Bitcoin’s volatility. Regulation and “do no harm” sentiments in the crypto space. The U.S. government’s role and involvement in the crypto space. Looking at international attitudes towards crypto. And much more! Tweetables: “We decided to raise a venture fund while most everyone was raising hedge funds at the time because for us a venture fund aligns the interests of the investor directly with the entrepreneur.” — @cburniske [0:02:11.4] “What is invariant is our close working relationship with every team.” — @cburniske [0:03:57.8]
Welcome back to another episode of the For Your Innovation Podcast. Today on the show we are joined by Sam Korus, ARK’s Thematic Analyst covering robotics, energy storage, and space exploration. In this episode we are going to talk about the fundamental materials you need to build a future powered by electric vehicles and digging into the question of whether or not the earth has enough of those core minerals, like lithium, cobalt, and manganese. Sam has been researching the fundamental ingredients of batteries and where we are in the state of batteries for a long time, so it is really exciting to get his take on exactly where we are and what research and innovation has planned for the next few years. For an incredible conversation, stay tuned to today’s episode! Key Points From This Episode: Primary industrial ingredients and elements we need for battery chemistry. Understanding the global supply chain for a lithium ion battery. Why commodity reserves should not be seen as stationary. How new technology incentivizes and enables the increase of reserves. The reason why Tesla is focusing on using less cobalt in their batteries. Tweetables: “For lithium, we have 400 years’ worth of reserve at current production level.” — @skorusARK [0:03:32.4] “It’s incorrect to think that reserves are stationary.” — @skorusARK [0:04:28.1] “The interesting thing about cobalt is that it’s a byproduct of nickel and copper mining, which means that you can’t open up a mine just to mine cobalt.” — @skorusARK [0:08:02.1]
On the show today we welcome Professor Henry Greely from Stanford to talk a about the recent developments in the genetic field and particularly the latest controversy around CRISPR technology. Professor Greely is the Director at the Center for Law and Biosciences at Stanford, he’s a Professor of Genetics at the Stanford School of Medicine, and a Chair at the Steering Committee of the Center for Biomedical Ethics. Inside this episode we get a background on gene-editing and CRISPR technology. Prof. Greely breaks down the basic story of Dr. He Jiankui, a Chinese scientist who conducted a gene-editing experiment with twin babies, causing serious concerns in the scientific community and raising ethical questions. From there we discuss alternatives to CRISPR and ways in which the technology could be utilized more conscientiously in the future. In this context, we will also give some attention to the global position of China and the political landscape. For all this and more be sure to tune in! Key Points From This Episode: An outline of CRSPR and an introduction to today’s conversation on ethics What Dr. He Jiankui has reportedly achieved with twin babies in China CRISPR controversy: Weighing the risks and benefits of Dr. He’s experiment Ways in which germ line editing might be used in the future Looking at the germ line editing alternative preimplantation genetic diagnosis How CRISPR might be used more ethically and safely The far-reaching possible effects of this experiment in China The current regulatory landscape of the genetic modification field How China fits into the global field of ethics in science Looking at a possibly bright future for CRSPR technology Tweetables: “My sense is he wanted to become famous in the worst possible way and he has become famous in the worst possible way.” — Prof. Henry Greely [0:06:46.6] “One of the two most basic rules of human subjects research is the risks have to be justified by the potential benefits. The potential bene
Welcome back to a new episode of FYI, For Your Innovation Podcast, a podcast exclusively focused on disruptive innovation. Today on the show Yassine Elmandjra will be co-hosting the podcast with James Wang. We will be diving into the recent announcements at the AWS re:Invent Conference and what it means for the cloud computing space as a whole. Just how Amazon is the everything store for consumers, it seems like Amazon Web Services (AWS) is really the everything store for business and enterprise computing. Inside this episode we explore how Amazon has been able to take over an increasing amount of verticals, their shift into the enterprise software space, and how they are strategically eliminating the competitive edge of other companies with each new product release. We also dig into the importance of owning the customer relationship and why that has given Amazon a much greater insight into the consumer market on all fronts. For an incredible conversation on Amazon’s disruptive innovation, stay tuned in to today’s episode! Key Points From This Episode: The increasing number of verticals covered by AWS Amazon’s transition from the consumer stack to the business stack Overview of the AWS Outposts feature: on premise cloud solution Why on premise cloud has taken over at least half of the cloud market How AWS Outposts differs from existing hybrid cloud solutions Amazon’s own server chips: Graviton How ARM based processors differ from existing chips What it means for businesses to own the relationship with the customer The benefit Amazon has from profiling billions upon billions of computations Biggest takeaway from Amazon’s QLDB announcement Tweetables: “AWS can be considered the everything store for business and enterprise computing.” — @jwangARK[0:02:43.1] “Amazon is a very pragmatic company. So I would sa
In this episode of the For Your Innovation Podcast, we chat with Horace Dediu of Asymco about his ideas on micromobility. With the unpredictable and burgeoning market that Horace is immersed in and fascinated by, there is so much to unpack and discuss in terms of possibilities and implications. This discussion offers a large array of thoughts and considerations for anyone connected to the future of transportation. It seems clear that micromobility will be a force to be reckoned with in the world of transit as well as in the global economy. Horace expertly explains many of his thoughts and goes into detail regarding possible permutations across the subject. We talk business models and industry comparisons, as well as looking at the key areas in which micromobility battles will be fought. For a detailed and horizon expanding conversation, be sure to tune in! Key Points From This Episode: A definition of micromobility and how Horace started using the term. Some of the factors that have led to the growing adoption of these modes of transport. Who might win and lose as micromobility develops. Range anxiety and how distance plays into the question. Trip and distance data and what these can and cannot teach us. The important competitive dynamics and business models right now. The conditions that are necessary for more widespread adoption in the US. Evolving infrastructure around charging of electric vehicles. The role and place of manufacturing in the micromobility space. An overview of Horace’s current theses on micromobility. And much more! Tweetables: “The way I talk about shared bikes and shared scooters is like the camera in your phone. It’s the best camera because it’s the one you always have with you. The best mode of transport is the one that’s easiest to access.” — @asymco [0:13:08.3] “You don’t measure demand for a bridge by counting how many people swim across the river. Once you’ve built a bridge, people cross it.” — @asymco [0:19:18.7] Learn more about Horace’s work: Horace Dediu — http://www.asymco.com/author/asymco/ Horace on Twitter — https://twitter.com/asymco Micromobility — http://micromobility.io/
Welcome to FYI, the For Your Innovation Podcast. This show offers an intellectual discussion on technologically enabled disruption, because we believe that investing in innovation starts with understanding it. Today on the show we welcome on Tasha Keeney, Analyst at ARK Investment, who covers autonomous transport and 3D printing. ARK is a leading investment manager focused on disruptive innovation that is changing the way the world works. ARK was formed to capitalize on the opportunities created by companies benefiting from technological change. Inside this episode, Tasha joins us to talk about the state of the autonomous vehicle landscape and the Mobility-as-a-Services thesis. We also dive into the different launching strategies for various autonomous car companies, predictions for the future of autonomous cars, and learning how to understand the potential opportunity for investors going forward. For all this and more, stay tuned for this incredible conversation. Key Points From This Episode: Tasha’s view on what the autonomous car landscape looks like right now. The differences between level four and level five autonomous cars. Timelines for commercialization of Waymo and GM autonomous cars. Discussing launch locations and strategies for Waymo and GM autonomous cars. Tesla’s strategy for rolling out autonomous vehicles, and how it differs from Waymo and GM. Understanding why LIDAR can be seen as a crutch for autonomous vehicles. Mechanical, or spinning, versus solid state LiDAR. The best way for investors to look at the opportunity of autonomous vehicles. Tweetables: “We know from the California published reports with the California DMV that Waymo’s traveling the most miles in between human interventions.” — @TashaARK [0:04:16.1] “Globally, we think that Mobility-as-a-Service (MaaS) today in the equity markets should be valued at $2 trillion.” — @TashaARK [0:14:41.1]
Welcome to FYI! ARK’s podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs. In every episode ARK and guests provide a unique perspective on how to best understand disruptive innovation. We shine light on research, reports, and expert opinions, with the goal to discuss what really matters and how to capture technologically enabled growth. Some of our first guests on this podcast include Horace Dediu, Chris Burniske, Ambassador Yossi Gal, Cathie Wood, and more. Please feel free to reach out to us with topic ideas and suggestions for podcast guest. We hope you enjoy the conversation!
ARK Disrupt Podcast is designed to keep you engaged with the most disruptive innovations evolving today. Our fourth episode features Sam Korus, Industrial Innovation Analyst at ARK Invest. Listen as moderator, James Wang, and Sam weigh in on the future of air taxis and how they compare to the various methods of transit today.
ARK Disrupt Podcast is designed to keep you engaged with the most disruptive innovations evolving today. Our third episode features Sam Korus and Tasha Keeney, Industrial Innovation Analysts at ARK Invest. The moderator James Wang, Sam, and Tasha chat about Tesla’s latest announcement on electric semi-trucks. Together they are exploring the economics behind electric and autonomous transportation.
ARK Disrupt Podcast is designed to keep you engaged with the most disruptive innovations evolving today. Our second episode features Manisha Samy, Health Care and Genomics Analyst at ARK Invest. James Wang and Manisha chat about innovations in health care and how CAR-T cell therapy could be revolutionary for cancer treatment.
ARK Disrupt Podcast is designed to keep you engaged with the most disruptive innovations evolving today. In our first episode, James Wang, ARK Invest analyst, interviews Chris Burniske, ARK Theme Developer and author of the book “Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond”, to chat about the disruptive potential of Bitcoin, Ethereum, Litecoin, and other cryptoassets. Enjoy!