FYI - For Your Innovation
by ARK Invest
Latest episode
The Call After The Calls: SpaceX And Tesla
The Call After The Calls: SpaceX And Tesla
About this podcast
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.
Episodes
The newest 50 of 300 episodes
- The Call After The Calls: SpaceX And Tesla · 1 h 35 minElon Musk put a $1 trillion revenue number on SpaceX, and the sell side has been staring at its models ever since. "Roughly five times wrong relative to what Elon said 2028…
- Ramp's Economist Found Cracks In The AI Thesis | The Brainstorm 156 · 34 minIn this episode of The Brainstorm, Ara Kharazian, lead economist at Ramp, joins Sam and Brett with data from 80,000 businesses and over $275 billion in annual spend. His latest…
- Anthropic’s S-1, Meta’s $90B, And Elon’s Warning Call | The Brainstorm 155 · 32 minIn this episode of The Brainstorm, Sam, Nick, and Brett open the Anthropic S-1, maybe the most impressive twelve months of revenue growth in corporate history, and debate whether…
- The Real Reason Tesla Announced The Roadster | The Brainstorm 154 · 30 minIn this episode of The Brainstorm, Sam and Brett cover a week of exciting developments. Brett was at the Tesla Roadster unveil in person and argues the event was primarily…
- Is SpaceX Coming For Your Phone Bill? | The Brainstorm 153 · 33 minIn this episode of The Brainstorm, Sam, Nick, and Brett open on OpenAI’s release of 722 mathematical proofs and the one subject conspicuously missing from it, cryptography. Brett…
- Starship Reached Orbit. Here's the $1B-Revenue-Per-Launch Math | The Brainstorm 152 · 33 minIn this episode of The Brainstorm, Sam, Nick, and Brett work through OpenAI DevDay, where one of the most interesting announcements was the one that never shipped. Ultra Ultra…
- Building A Nuclear Plant That Can’t Melt Down · 48 minIn this episode of FYI, Daniel Maguire and Tasha Keeney speak with J. Clay Sell, CEO of X-energy, about the company’s approach to reinventing nuclear power with advanced small…
- Zuckerberg Admits He Got It Wrong | The Brainstorm 151 · 32 minIn this episode of The Brainstorm, Sam, Nick, and Brett unpack Meta Connect, where Muse quietly replaced the metaverse as Zuckerberg’s vision for the company. Nick walks through…
- Amazon Just Blocked AI Shopping. Shopify Opened Up | The Brainstorm 150 · 35 minIn this episode of The Brainstorm, Sam, Nick, and Brett dig into the opening shots of the AI shopping wars. Amazon blocked Meta’s Muse from crawling its site to protect a $70…
- Bitcoin’s Biggest AI Test Has Arrived · 1 h 3 minIn this episode of Bitcoin Brainstorm, Rod Roudi, Cathie Wood, and Lorenzo Valente are joined by Rob Hamilton, Seth For Privacy, and Dhruv Bansal to discuss how rapidly advancing…
- Elon Musk, Sam Altman, And Dario Amodei All Agree… | The Brainstorm 149 · 38 minIn this episode of The Brainstorm, Sam, Nick, and Brett dig into Dario Amodei’s open letter calling on frontier labs to pace themselves, a position Elon Musk and Sam Altman both…
- Elon Musk’s Event Almost Nobody Was Invited To | The Brainstorm 148 · 33 minIn this episode of The Brainstorm, Sam and Brett unpack Tesla’s Cybercab launch, a two-seat vehicle with no steering wheel and no pedals that Brett believes can operate at…
- Why Some Of America’s Biggest Brands Are Going Driverless · 54 minGautam Narang built India’s first customized humanoid robot as a teenager — then walked away from humanoids because they were nowhere near commercial. Today his company, Gatik…
- Elon Musk's $1 Trillion Chip Factory | The Brainstorm 147 · 36 minIn this episode of The Brainstorm, Sam and Brett unpack SpaceX’s $100 billion Louisiana buildout, one of the largest infrastructure projects in history, and why the returns on…
- Moderna's Cancer Vaccine May Cut Deaths In Half | The Brainstorm 146 · 27 minIn this episode of The Brainstorm, Sam, Nick, and Brett break down Merck and Moderna’s positive Phase 3 results for a personalized mRNA cancer vaccine, a treatment custom-built…
- Anthropic Is The Fastest Growing Software Company Ever | The Brainstorm 145 · 27 minIn this episode of The Brainstorm, Sam and Frank dig into the rumors of a multi-trillion-dollar Anthropic initial public offering (IPO). A company that started the year at $9…
- OpenAI's Agents Hacked Their Way Out | The Brainstorm 144 · 27 minIn this episode of The Brainstorm, Sam, Nick, and Brett break down what may be a watershed moment for AI: OpenAI’s agents devised their own secret communication scheme, hacked…
- Could China Block A Rumored Tesla-SpaceX Merger? | The Brainstorm 143 · 30 minIn this episode of The Brainstorm, Sam and Nick and Brett discuss whether Tesla’s Shanghai factory could derail a rumored Tesla-SpaceX merger, and why both expect an announcement…
- Why AI May Need Bitcoin · 1 h 13 minIn this episode of Bitcoin Brainstorm, Rod Roudi is joined by Cathie Wood, Lorenzo Valente, Steve Lee, Jesse Posner, and Paul Itoi to examine the growing convergence of Bitcoin…
- The Age Of Free Food Delivery: Manna Air Delivery With Bobby Healy · 50 minIn this episode of FYI, Tasha Keeney and Daniel Maguire sit down with Bobby Healy, founder and CEO of Manna, to examine the rapidly expanding drone delivery market. Bobby…
- SpaceX's Starship Flight 13 + Kimi K3 Freakout | The Brainstorm 142 · 29 minIn this episode of The Brainstorm, Tasha Keeney, Nicholas Grous, and Brett Winton uncover how SpaceX's latest Starship test flight is revolutionizing space travel, slashing…
- Can China’s Kimi K3 Beat OpenAI, Anthropic, And Grok? | The Brainstorm 141 · 24 minIn this episode of The Brainstorm, Sam and Nick are joined by Frank Downing to discuss the shifting future of AI models. Most AI companies are focusing on smarter models, but the…
- How Businesses Can Gamify Loyalty With Lucra's Dylan Robbins · 27 minIn this episode of FYI, Brett Winton hosts Dylan Robbins, founder and CEO of Lucra Sports, to discuss how white-label gamification is reshaping brand loyalty. Dylan traces…
- What Is The Best AI Model In 2026? | The Brainstorm 140 · 28 minIn this episode of The Brainstorm, Brett, Sam, and Nick are joined by Frank Downing to break down how OpenAI, Anthropic, Meta, and X are competing on performance, pricing, and…
- Did Tesla Just Release The “Perfect" Car? | The Brainstorm 139 · 25 minIn this episode of The Brainstorm, Brett and Sam are joined by Daniel Maguire to discuss Tesla’s Model Y L and what it could mean for family buyers and robotaxi strategy, plus…
- SpaceX Starfall And Apple Price Hikes | The Brainstorm 138 · 40 minIn this episode of The Brainstorm, Brett, Sam, and Nick discuss SpaceX’s Starfall, a new orbital delivery concept that could move cargo anywhere on Earth at extraordinary speed…
- Some Of The Smartest World Cup Bets Weren't In Sportsbooks | The Brainstorm 137 · 23 minIn this episode of The Brainstorm, Brett, Sam, and Nick explore the future of prediction markets, cutting-edge medical AI, and the surprising power of global events to reshape…
- SpaceX IPO, Anthropic Fable 5, And Roku | The Brainstorm EP 136 · 43 minIn this episode of The Brainstorm, Brett, Sam, and Nick explore how SpaceX’s initial public offering (IPO) could revolutionize the space and satellite industries, with Elon…
- Betting On The Unconventional With Draper Associates’ Andy Tang · 10 h 0 minIn this episode of FYI, Brett Winton and Chase Prather host Andy Tang, partner at Draper Associates, to discuss how venture capital is evolving alongside AI, deep tech, and…
- Apple WWDC, Siri AI, And SpaceX Data Centers | The Brainstorm EP 135 · 36 minIn this episode of The Brainstorm, Brett and Nick discuss Apple's latest AI strategy announced at the 2026 Worldwide Developers Conference (WWDC), including a major Siri upgrade…
- Don’t Die: Humanity’s Future With Bryan Johnson · 1 h 0 minIn this episode of FYI, Brett Winton, Cathie Wood, and Charlie Roberts sit down with Bryan Johnson, founder of Blueprint and creator of Braintree. They explore his pursuit of…
- SpaceX And Blue Origin’s ‘Boom’ | The Brainstorm EP 134 · 22 minIn this episode of The Brainstorm, Brett, Nick and Sam are joined by Daniel Maguire to discuss Blue Origin's recent rocket explosion, which has sparked a pivotal discussion on…
- What Quantum Means For Bitcoin’s Future · 1 h 15 minIn this episode of Bitcoin Brainstorm, Rod Roudi is joined by Cathie Wood, Adam Back, Hunter Beast, Rob Hamilton, Ren Crypto Fish, and David Puell for a deep discussion on…
- SpaceX IPO Story Is Bigger Than Rockets | The Brainstorm EP 133 · 33 minIn this episode of The Brainstorm, Brett, Nick and Sam are joined by Daniel Maguire and Tasha Keeney to discuss the expected June 12th initial public offering (IPO) of SpaceX…
- Quantum Risk And Bitcoin: Preparing For A Post-Quantum World · 56 minIn this episode of FYI, Brett Winton is joined by David Puell, Nic Carter, and Alex Pruden to examine the potential risks quantum computing poses to Bitcoin. The group explores…
- Hyperliquid And SpaceX Synthetic Trading | The Brainstorm EP 132 · 19 minHyperliquid is revolutionizing global markets with its innovative blockchain, facilitating $3 trillion in annual volume and rivaling giants like Binance. In this episode, Lorenzo…
- SpaceX And Anthropic Partnership | The Brainstorm EP 131 · 31 minIn this episode of The Brainstorm, Brett, Frank and Sam explore the groundbreaking deal between SpaceX and Anthropic, focusing on the implications for AI compute infrastructure…
- From Binance To Beyond: CZ Predicts Crypto’s Next Phase · 48 minIn this episode of FYI, Lorenzo Valente sits down with ARK Invest CEO Cathie Wood and Changpeng Zhao (CZ), founder of Binance, to examine his journey from early life in China to…
- Megacap Recap | The Brainstorm EP 130 · 29 minIn this episode of The Brainstorm, Brett, Nick and Sam offer a comprehensive analysis of mega-cap tech companies, focusing on CapEx trends, AI integration, user engagement, and…
- $60 Billion SpaceX Cursor Deal? | The Brainstorm EP 129 · 43 minIn this episode of The Brainstorm, Brett, Nick and Sam explore how AI is reshaping technology, from coding to consumer devices, and how SpaceX's acquisition of Cursor at a $60…
- The Token Economy: AI Infrastructure And The Future Of Compute · 59 minIn this episode of FYI, Brett Winton and Charles Roberts sit down with Michael Stewart of M12, Microsoft’s venture fund, to examine how AI is reshaping software, infrastructure…
- Verifying Humanity In An AI World | The Brainstorm EP 128 · 45 minIn this episode of The Brainstorm, Brett, Nick and Sam explore the emerging landscape of digital identity verification, focusing on World ID and its implications for online…
- Mythos And AI Safety | The Brainstorm EP 127 · 23 minIn this episode of The Brainstorm, Brett, Nick and Sam explore the latest developments in AI models like Mythos, the strategic moves of companies like Anthropic, OpenAI, and…
- SpaceX To The Moon | The Brainstorm EP 126 · 37 minIn this episode of The Brainstorm, Brett, Nick and Sam explore the transformative impact of public and private space initiatives, focusing on how NASA's missions and SpaceX's…
- Kalshi Beats Consensus | The Brainstorm EP 125 · 26 minIn this episode of The Brainstorm, Nick and Sam are joined by Nicole Kagan, Head of Research at Kalshi. They discuss how prediction markets could revolutionize risk management…
- Terafab: Elon’s Plan To Dominate Semiconductors | The Brainstorm EP 124 · 32 minIn this episode of The Brainstorm, Brett, Nick, and Sam delve into Elon Musk's ambitious Terafab project, a revolutionary semiconductor manufacturing facility poised to transform…
- Tesla, XAI, And Digital Optimus | The Brainstorm EP 123 · 27 minIn 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…
- AI Debate With Citrini Report Co-Author | The Brainstorm EP 122 · 37 minIn 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…
- The Great Labor Shuffle | The Brainstorm EP 121 · 30 minIn 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…
- The AI-Powered Brokerage: Public’s Vision For Agentic Investing · 51 minIn this episode of FYI, Brett Winton and Nick Grous sit down with Leif Abraham, co-founder and co-CEO of Public. They examine how the brokerage landscape is shifting as…
