Technologies Are Converging With Brett Winton

Рет қаралды 10,953

2 жыл бұрын

In this week’s episode, we are featuring another segment from our Big Ideas Summit 2022. Click here (ark-invest.com/big-ideas-2022/) to view the entire presentation, including the section referenced in this episode. In this segment, Brett Winton, ARK’s Director of Research, discusses how our five innovation platforms of artificial intelligence, robotics, blockchain technology, energy storage, and DNA sequencing are converging, and what impact this convergence might have on how quickly each platform evolves in the future. On today’s episode, you’ll hear the composite forecast of the 14 technologies that ARK focuses on and the aggregate market cap appreciation that ARK anticipates accruing across each. Brett offers his take on the future of Robotaxis, reusable rockets, genomics, public blockchain, and digital wallets, among other things. To hear ARK’s predictions on what will be some of the most economically productivity-generating innovations of all time, tune in today!
Key Points from this Episode
- An introduction to how the innovation platforms of artificial intelligence, robotics, blockchain technology, energy storage, and DNA sequencing are converging.
- Some necessary disclosures and the difference between volatility and risk.
- The composite forecast of the 14 technologies that ARK focuses on and the aggregate market cap appreciation that they anticipate accruing across each.
- Why it may be important to be in front of the wave of innovation from an allocation perspective when it comes to market cap.
- Why Brett believes that these five technology platforms are expected to accrue over $200 trillion in value over ten years and how they derive these values.
- ARK’s visualization of how the asset value accrual will break down.
- How each technology platform fits into this breakdown.
- Why ARK believes that autonomous mobility and Robotaxi are going to be the most economically productivity-generating innovations of all time.
- What ARK foresees in robotics, reusable rockets, and genomics.
- Public blockchain and why ARK sees this as three concurrent revolutions that have all been catalyzed by the introduction of Bitcoin into the world.
- The future of digital wallets.
- What differentiates ARK analysts from other research teams.
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Пікірлер: 25

@mfpears 2 жыл бұрын

I've been waiting for these technologies to converge with Brett Winton for years now. Don't be afraid, Brett. Thank you for doing this.

@angtr0m 2 жыл бұрын

I agree with the TAM growth for robotics and DNA sequencing. The opportunity for both is staggeringly large, making great progress, and democratizing healthcare at a personal level.

@khuo0219 2 жыл бұрын

These should focus on updates rather re runs of old material.

@MrEvertonian20 2 жыл бұрын

Invitae needs coverage.

@rmfyiffa 2 жыл бұрын

Techniques to avoid using filler words ("a" & "um") that don't add value to your speech. Slow down. Slowing down your speech is an effective way to lessen your fillers. ... Embrace the pause. ... Prepare your speech. ... Record yourself. ... Chunk your information. Practice being conscious of breath throughout to regulate your thought and verbal speed. Thank you Brett for sharing this extremely detailed and informative presentation. Looking forward to future insights... :)

@TheEthanHunt 2 жыл бұрын

Too many Umms. I really like ARKs research but guys work on the audio and the umms. It is VERY distracting.

@michaelkarajan 2 жыл бұрын

You never got to do with real geeks, right?

@TheEthanHunt 2 жыл бұрын

@@michaelkarajan so geeks aren’t supposed to speak properly without excessive umms?

@drc7969 2 жыл бұрын

Very awesome lecture. Thank you for sharing~!

@gfsrow 2 жыл бұрын

Dates and times are important. They are crucial. These KZfaq presentations need to show the dates when they were first presented. Otherwise, in our fast-changing world, all of this material shares the difficulty of becoming Fake News without anyone realizing it. Return the dates now!

@paperandmedals8316 2 жыл бұрын

I’ve watched a very small segment with Brett and was curious to hear more from him. Then in opening disclaimer it literally tells me to not take any information I’m about to hear into my investment decisions. Talk about not believing in what you’re selling. So I didn’t get past the disclaimer.

@JeffreyVBright 2 жыл бұрын

That’s a bit ridiculous. Every investing firm will have to have these kind of disclaimer or they will be sued into oblivion every time some idiot lose some money.

@paperandmedals8316 2 жыл бұрын

@@JeffreyVBright no shit, Genius. Everyone else sees the humor in it and you show as the one guy that has it go right over his head. I hope things get easier for you.

@davidwilkie9551 2 жыл бұрын

Thoughtful opinions, not necessarily predictions.., good ideas to think about. Thanks

@automateconstruction 2 жыл бұрын

I am waiting for the convergence of automation in construction becoming more cost effective. When the solution comes you'll hear about it on my youtube channel. It will probably come from a company I have already featured.

@InvestingCatalysts 2 жыл бұрын

Their biggest focus is AI and then battery tech. and then blockchain. Then robotics. Naturally, their top pick would be a usb drive based streaming business. What could go wrong? Great thesis on disruption. To bad they don't translate it to the stocks they buy. Absolute fail.

@denversupermarket7484 2 жыл бұрын

I totally agree! Tbh most of there research just isn’t relevant to public markets.

@cldsdj5129 2 жыл бұрын

general thoughts, nice for general culture

@michaelkarajan 2 жыл бұрын

Sadly, the only energy storage facility you present in your ETFs is battery technology, mostly by Tesla only. There are so many innovations out there, like fiber-based flywheel technology. Stores energy effectively up to 12 hours.

@YasinNabi 2 жыл бұрын

wow what an awesome channel and worth watching channel ! subbed and liked sir ..........

@justaperson8286 Ай бұрын

Title unclear. Is Brett becoming a cyborg?

@InvestingCatalysts 2 жыл бұрын

even after all the crashing of their holdings, ARKK still has over $8 billion under management. So annual management fees of $8b * 0.75% fee = 60million of fees. But they cant afford a microphone that doesn't sound like its under water, or an editor to flip through a slide presentation so Brett and Cathie don't have to. A hint as to why they can't execute and can't pick disruptive innovators with a real chance at succeeding or profiting.

@TheEthanHunt 2 жыл бұрын

Seriously, just buy a few microphones. Doesn't make any sense.

@James-zr1lu 2 жыл бұрын

How do you know they can't pick disruptive innovators with a real chance at succeeding or profiting?