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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 ...

And you can see the duration of employment is also increasing. It's been at a high level and it now has gone from 20 weeks to roughly 25 weeks. And I think I said this on the last in the no.If you have to be unemployed, if that's just your lot at the moment, and if you think about it as an opportunity, not only to check out what's out there, what's available out there. I just showed you a chart saying there are some labor shortages, but also to start thinking about controlling your own destiny and learning ...

So you know earlier I mentioned that there's 26 million individuals that have aththeroscllerotic disease meaning they already have plaque buildup they're already at higher risk of future adverse events like heart attacks and 2/3 of them you know they have access to care but they're still not hitting guideline goals for their lipid levels. So that's about 17 million patients and so if you take 17 million patients and you multiply it by the value brace price of 165,000 what that means in terms of a total addr ...

And if you have a built-in battery in the device and you can run directly off of the battery voltage with a very close connection to the battery, you just have more power available to do stuff. And um you then don't have to resize all the legacy wiring in your house. You don't have to get permits. You don't have to really do anything.Like the device itself controls its own destiny from the power system basically. Um it can charge from the grid when it's cheap, clean, and abundant. And then the end user can ...

The big risk in the market's mind is that as the government both fiscal and monetary policy moves are towards easing will inflation take off again. That's the biggest question we face. We have a strong point of view on it.But the burden of proof is on us because inflation does seem to have been stuck in this 2 and a half to 3% range for a while now. So we have to answer that question and I think the biggest answer to the question is if uh real growth rates start accelerating now uh we believe inflation will ...

So you can see the impact on income levels here. So DPI is disposable personal income quarter quarter to quarter at an annualized rate. So without tax relief, Nancy and her team's estimate was that in the first quarter nominal disposable personal income, so that includes inflation was going to annualize in terms of growth at a 4% rate with tax relief.that will be a 10% annualized rate. And uh dropping down to the bottom line there, real disposable personal income. So that takes away inflation.What's the rea ...