Hi everyone, my name is Chase Prather. I'm a venture research associate here at ARC. I've been at ARC coming up on two years now and uh I work on the venture capital team here.So focus focused on the private funds. Most of my background is primarily in venture capital. So I've been in venture a little over five years at this point.Uh prior to working at ARC, I worked at Sweater Ventures. What really brought me to ARC was the focus on the democratization of not only um venture capital and access to high qual ...

Part of our analysis uh for the potential for Bitcoin was that it would take it would become half the market cap of gold. It would take some share from gold or maybe expand the market. Uh well, that market has doubled.Uh so I don't think our bull price should change all that much. We are very bullish on crypto assets but we know that they are they are the most susceptible to liquidity drawdowns and I described earlier we have a number of reasons for liquidity drawdowns now but we think that they will be cle ...

Hey everyone, I'm Sam Cororus. I direct our autonomous tech and robotics research at ARC. Uh we're doing a recap here, a midyear review of our big ideas that we posted.When was that. Back in back in January, I guess. Um we're going to dive into the reusable rocket section here and and see what's happened so far this year.What is the key takeaway here. This is a industry that is defined by a dramatic cost decline. that's changing the business model leading to a enormous opportunity.And so we'll walk through ...

Elon said that in the next month or two they could see a path to allowing texting while driving. And this is something Tesla has talked about for a long time as like kind of the you know the reason or or like a way to imagine how the demand for robo taxi will be so robust because once you can text and drive everyone will want to do it. In fact, you know, as they've said, people already do that.It's just incredibly dangerous. So, the reason, you know, announcing that that'll happen in the next month or two i ...

A breakthrough in both biology and efficiency, Absci’s hair regrowth treatment is on track to reach Phase 2 proof of concept next year—just 3½ years from launch and at a fraction of the typical cost. Hear more from Founder and CEO Sean McClain on FYI. ...

What you can see here is a tightening in liquidity. Now I look back pre COVID and I and I think well why why won we be going back to that level of liquidity. You can see in 2017 18 and 19 again those were the Trump years.We were we were doing just that. We were lowering the liquidity. Now in 2018 that was a big up year for the stock market.Uh I mean 2017 sorry 2018 and 19 those were weaker uh years for all kinds of financial assets. So when liquidity drives up financial markets struggle and I think that's p ...

AI Adoption & Market Dynamics - The industry anticipates approximately 5 billion individuals will utilize AI chatbots before 2030 [1] - The AI market currently sees OpenAI holding a significant share, estimated at 90% on a time basis, but faces competition from alternatives like Gemini [1] AI Productivity & Future Projections - Current AI models, such as ChatGPT5, offer limited productivity gains, around 20%, due to the need for error correction [1] - The industry projects a substantial increase in AI productivity uplift, from 20% this year to 60-70% next year, and potentially 150-200% in the following year [1]

[Music] Welcome to FYI, the 4-year innovation podcast. This show offers an intellectual discussion on technologically enabled disruption because investing in innovation starts with understanding it. To learn more, visit ark-invest.com. [Music] Ark Invest is a registered investment adviser focused on investing in disruptive innovation. This podcast is forformational purposes only and should not be relied upon as a basis for investment decisions. It does not constitute either explicitly or implicitly any prov ...

Hi, my name is Lorenzo. I'm the director of research for the digital asset team at Arc Invest. I've been in crypto digital assets now for eight, nine years.Uh started my own company in 2018 and then went to work for uh a crypto hedge fund as an analyst and then spent three and a half years uh on the business development side for two different uh D5 protocols. I started uh at ARC in March of 2024. So it's been more than than a year now.And really right now as director of research, my priority is to set the a ...

I know the markets uh are extremely nervous right now, the equity market uh and and the crypto markets especially and uh we think we understand why uh and we also think this too will pass because there are some very shortterm reasons uh mostly having to do with liquidity drying up again very short term associated um with uh treasury and Fed balance sheet or the Treasury general account and the Fed balance sheet primarily. So again, this is shortterm. Uh I don't like what we're hearing from the Fed because I ...