So, I'm I'm going to give a plug to our research. It's been really interesting for me to watch uh our humanoid robot um research evolve because we've been saying this is really hard. It's really hard.It's 200,000 times harder or maybe I'm exaggerating than a robo taxi. Uh and this is going to take a long time. people are overestimate and yet I think given our latest research haven't we determined that it's possible especially if Elon's driving uh the program to to have a humanoid robot um fairly flexible hu ...

Greetings everyone. It is time for ARCs big ideas 2026 and I'm pretty excited about it and I have to tell you right up front I'm standing on the shoulders of the research team and actually the marketing team and compliance and you know really almost all the teams at ARC uh especially Katie Keith and Walker who spent eight hours to 16 hours a day in the last few days to uh really make this the final push. So very happy to introduce it to you again.Uh and so I'll go very quickly uh through uh what hit me uh a ...

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. 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 provision of services ...

Welcome to the Brainstorm episode 116. We're very lucky we have Kathy here today because over the weekend, you know, there was some crazy news out there with Jerome Pal uh getting subpoenaed from the DOJ threatening criminal indictment. This seems like it's, you know, recently there's been a long line of issues and uh I'd say macroeconomic initiatives from Trump from no institutional investors being able to buy single family housing, a cap on credit card interest.So Nick, maybe you'll touch on that later. U ...

The world is changing faster than ever before. Most people miss the signal. They don't see innovation coming until it can't be ignored.ARK's Big Ideas 2026. ...

So I have a 5x in the number of users times a 10x in pricing power. So that implies that I could do 50x the revenue. Now that's not what they're forecasting. That's not what they're like saying is going to happen.But I think that's the underlying pricing power in kind of the system as a whole where it could go, you know, and so then I when you're in a situation where you have a ton of pricing power, it gives you a ton of strategic leverage and you can actually kind of like push your number. you can balance ...

Greetings everyone and happy new year. Well, it was an eventful turn of the year. the government uh shutdown did end.And uh here we are. We're catching up with uh economic statistics. Uh I'm going to be doing something a little different this time instead of the normal drill.uh because uh I'd like to give you a preview of a letter that we're going to be putting out uh uh at least show you some of the charts uh and um really go through the line of thinking um that we have been processing over the last year a ...

Welcome to FYI, the four-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. 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 provision of serv ...

Welcome to the first episode of the Brainstorm in 2026, episode 115. For those of you counting along at home, this week we've got everything AI, two acquisitions or fake acquisitions. We'll dive into that. We've got uh Manis going to Meta and we had Grock Nvidia announcement. And then everyone is saying that Claude's Opus 4.5% is AGI. So we'll dive into that. Brett, why don't you start us off here with whichever of the licensing deals stripping talent leaving company standing you want. >> Let's start with G ...

Greetings everyone. My name is Kathy Wood, CEO and CIO of Arc Invest. We've just uh been through one heck of a year for innovation.Uh this will be considered the year of the robo taxi. Whimo had been pro proceeding slowly. Uh but Tesla uh started in Austin in June and both Whimo and Tesla are proliferating pretty quickly now.Uh we also had a great year in terms of space exploration. Uh SpaceX made all kinds of announcements uh and is delivering service uh Starlink throughout the world. Uh but we're also lea ...