Greetings everyone. Happy July 4th weekend. Uh so here we are employment Friday in the no. uh and uh just wanted to reiterate that uh the drill here is fiscal policy, monetary policy, uh economic indicators, market indicators uh and we will feature many of the charts um that you've seen just updated uh to give you a sense of where we think we are. Um so as you know we believe we've been going through a rolling recession for the past three years. uh we are seeing a lot more indicators uh softening here parti ...

In this episode of the Brainstorm, Sam and Nick dive into Robinhood's latest event, exploring its ambitious moves in the crypto market. They discuss how Robinhood is leveraging product velocity to outpace competitors, tokenize US stocks, and introduce innovative features like crypto staking and perpetual futures. They analyze the implications of these developments for the financial services landscape and what it means for the future of investing. If you know ARK, then you probably know about our long-term r ...

Is it possible to model the price of Bitcoin if demand increases 10x. I would say this is 100% feasible. If we think about the transparency of Bitcoin starting from the supply side, you already have a 21 million supply cap that is that can be 100% verified onchain.You have a hard-coded inflation schedule. So, your supply side is already built on definite information that you can model out. In terms of the demand side, this one I believe will be a lot more dependent on how you choose to grow out your demand ...

With AI and LLMs holding the world’s knowledge, schools and universities face a major shift. Their role will no longer be to provide information, but to create spaces for human connection and emotional growth. Dr. Alan Bekker discusses how AI agents are disrupting education in FYI. ...

This is another key differentiating point between Whimo and Tesla. Aside from scale, which obviously even if you're going city by city, scale matters, right. If you launch an SF and then all of a sudden there's 30,000 Teslas versus single thousand or less Whimos, that's fundamentally different even though it's the same city footprint.But the big difference as well is the ridership model like being able to opt in Airbnb versus Whimo having to partner with Uber, right. And that's because, you know, during the ...

If you see somebody who you want to engage with that's well-known or famous or experienced or even maybe they're not wellk known and experienced but you look at them and you say well that's a person that I think I could learn something from. The best way to start to engage with them is not to walk up to them and say will you be my mentor or you know will you spend time with me or will you have coffee with me. Uh, and that's a particularly unhelp in ineffective way to get someone's attention, especially if t ...

In this episode, Sam Korus, Nick Grous, and Daniel Maguire discuss the future of robotaxis, focusing on Tesla's advancements in autonomous vehicle technology compared to Waymo. They explore the implications of Tesla's data advantage, production capabilities, and the regulatory landscape affecting the rollout of robotaxis. The conversation also delves into market dynamics, consumer behavior, and potential partnerships in the ride-hailing space, highlighting the challenges and opportunities ahead for Tesla an ...

there's an ask arc what are the longerterm opportunities for SpaceX across its businesses. uh and we actually just released an open- source valuation that dives into this and in this it's largely driven by Starlink and so that's their internet uh constellation of satellites and then longer term we look at Mars which is really the end goal of SpaceX and so you know Mars quite speculative but we think they'll launch Optimize Optimus robots there who will start to build out assets and uh set the groundwork inf ...

So here you can see home sellers versus home buyers and there's a a big imbalance developing here suggesting that the market is very weak and that the buyers are probably not going to move unless they have a good reason. Either interest rates come down or prices come down and you can see here what's going on with volume very low by historical standards. I can tell you in in the late 70s when I was in college and started in this business, this metric was at five million units.And to see it at 4 million now a ...

Basically, Starlink provides uh you know digital like you know internet infrastructure to communities that in the past didn't have that infrastructure available to you know maybe they didn't have the the fiber optics cables or the investment necessary from their government to have reliable internet and Starlink provides that to them at you know very low friction very low cost and that you know enables a ton of possibilities in terms of having internet access in these regions that didn't and stable coins do ...