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 ...

Autonomous Vehicle Technology & Market Dynamics - The discussion centers on the future of robotaxis, particularly Tesla's advancements in autonomous vehicle technology compared to Waymo [1] - Tesla's data advantage and production capabilities are key factors in the robotaxi rollout [1] - The conversation explores market dynamics, consumer behavior, and potential partnerships in the ride-hailing space [1] - The autonomous vehicle industry faces challenges and opportunities [1] Regulatory Landscape & Rollout - The regulatory landscape significantly affects the rollout of robotaxis [1] - There is a shift in robotaxi regulation from state to federal [1] Tesla's Strategy & Potential - Tesla's potential robotaxi launch is a key focus [1] - The discussion includes whether Tesla will stick to the June 22 launch date [1] - There is a debate on whether Tesla's self-driving technology is impressive [1] - The expansion of robotaxis to multiple cities is considered [1] - The possibility of Tesla partnering with Uber is explored [1]

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 ...

Infrastructure Development - Starlink provides internet infrastructure to communities lacking fiber optics or government investment [1] - This enables internet access in previously unconnected regions at low friction and cost [1] Financial Infrastructure - Stablecoins provide financial infrastructure to regions lacking formal property rights or digital infrastructure [1] - Crypto and blockchain rails enable financial transactions via smartphone [1] - These transactions are frictionless, similar to Starlink's internet service [1]

[Music] Welcome to the brainstorm episode 91. Today we're talking stable coins. We've got Lorenzo and Ray Hottie.Ray, new new to ARC. First time on the brainstorm. Let's just do quick quick intro before we dive in.Yeah. So, I joined the ARC team as a digital asset research associate about almost two months ago. So, background mainly in the crypto space.couple years of that in school and out of school, but you know, really excited to be here, part of the team. Awesome. And so, stable coins in the mind, I fee ...

Well, that big beautiful bill is causing a bit of a ruckus out there, as I'm sure you all know, with President Trump and Elon Musk uh having having different points of views. I think the way this is evolving is Elon, Tesla, and investors understand, are beginning to understand more and more just how much the government has control here. SpaceX has $22 billion in contracts, government contracts.Regulation will impact the transportation sector. We are hoping that the regulation for autonomous taxi platforms t ...

In this episode of FYI – For Your Innovation, ARK's Director of Research Brett Winton sits down with Brad Feld — co-founder of Foundry, Techstars, and longtime venture capitalist — to unpack his latest thinking on startup communities, mentorship, and how founders can build better networks by giving first. After taking time away from public life to reflect, Brad returns with a new book, Give First: The Power of Mentorship, and a sharpened view on the distinction between transactional ecosystems and community ...

Hi everyone, my name is Lorenzo Valente. I'm the head of research uh of digital assets at Arc Invest. We have just published our latest blog on stable coins.uh with the circle IPO this week uh and the supply almost hitting 250 billion, we've published uh this research blog where we go over uh dollar dominance overseas uh why we think you know both tether circle and the broader digital uh the stable coin complex are going to be one of the biggest allies of the US government going forward. And we also talk ab ...

[Music] Greetings everyone. It is uh in the know day as well employment Friday uh and uh we have a lot to discuss as usual we'll we'll go through fiscal policy monetary policy economic indicators market indicators and uh we'll talk a little bit about uh some real breakthroughs in terms of uh the market recognizing how much innovation is taking place. Um so uh starting w with fiscal policy and I'll I'll go through and and just uh make a few observations before we flip to charts.So um on fiscal policy, well t ...