FYI - For Your Innovation

• The Tesla of Appliances With Sam D’Amico

  Impulse Labs founder and CEO Sam D’Amico joins ARK’s Brett Winton and Sam Korus to explore how embedding batteries into appliances—starting with the humble kitchen stove—can rewire energy infrastructure from the inside out. From his time at Oculus and Google to pioneering a 10,000-watt induction cooktop, Sam shares how Impulse is building what he calls the “modern electric technology stack,” and why that could make Impulse the Tesla of home devices.Key Points From This Episode:(00:00:00) Intro(00:01:00) Why ARK is excited about Impulse Labs(00:03:20) From Oculus to appliances — Sam’s founder story(00:06:40) Why embedding batteries transforms the home(00:08:20) “The battery of things” vs. “the internet of things”(00:10:30) How induction cooking works — and what Impulse improves(00:13:30) Building a 10,000-watt coil and keeping it safe(00:17:35) Precision temperature control and AI-powered cooking(00:20:17) Using the stove’s battery as grid storage(00:23:59) How battery-backed appliances help with installation and energy resilience(00:26:30) Beyond stoves — expanding into HVAC, water heaters, laundry, and more(00:30:35) Distributed batteries vs. centralized storage(00:34:00) Infrastructure benefits from embedded storage(00:38:20) Why performance, not just sustainability, drives electrification(00:40:52) Scaling manufacturing and the factory as a product(00:44:03) KPIs: Deployed devices and battery gigawatt hours(00:47:18) Microwave experiments and future applications(00:49:17) The appliance market’s legacy and Impulse’s edge(00:51:05) The original pizza obsession that sparked the idea

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• Does Quantum Threaten Bitcoin? | The Brainstorm EP 112

  In this episode of The Brainstorm, we dive into the looming threat of quantum computing on Bitcoin's security. Join Sam, Nick, Raye, and Brett as they explore the vulnerabilities in Bitcoin's network, the potential impact of quantum advancements, and the steps the crypto community must take to safeguard the future of digital currencies.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Wolf.financial, and sponsored by Public. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Quantum computing poses a significant threat to Bitcoin by potentially compromising wallet security through reverse engineering of private keys.A third of Bitcoin's total supply is vulnerable to quantum attacks, highlighting the urgent need for quantum-resistant security measures.The Bitcoin community faces challenges in reaching consensus on implementing new security protocols to counteract quantum threats.The timeline for quantum computing advancements remains uncertain, but proactive measures are essential to protect the crypto ecosystem.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/

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• The Gemini 3 Debate | The Brainstorm EP 111

  In this episode of The Brainstorm, Sam Korus, Brett Winton, Nick Grous, and Frank Downing dive into the competitive landscape of AI, exploring why Google is outpacing its rivals with the release of Gemini 3. They discuss the implications of this technological leap, the transformative potential of Nano Banana Pro, and what it means for the future of AI. If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Wolf.financial, and sponsored by Public. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Google's Gemini 3 is setting new benchmarks in AI, challenging the dominance of OpenAI's models.The introduction of Nano Banana Pro marks a significant advancement in AI's ability to process and present information visually.Google's strategic integration of AI across its services is enhancing user personalization and memory capabilities.The competitive dynamics in AI are shifting, with Google leveraging its full-stack capabilities to gain an edge over competitors.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/

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• What’s Going On With AI Stocks? | The Brainstorm EP 110

  In this episode of The Brainstorm, Sam Korus, Brett Winton, and Nick Grous dive into the current state of the market, discussing the recent downturn and its impact on major players like Bitcoin and Nvidia. They explore the narrative around AI as a potential bubble, the implications of major investors selling off their stakes, and the broader economic factors at play. The conversation also touches on the dynamics of AI monetization, the competitive landscape among tech giants, and the future of reusable rockets in the space industry.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Wolf.financial, and sponsored by Public. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:The episode opens with a discussion on the recent market downturn and its impact on major tech stocks.The hosts explore the narrative surrounding AI as a potential bubble and its implications for the tech industry.Key economic factors, including government actions and investor behavior, are analyzed for their influence on market trends.The conversation delves into the strategies and challenges of monetizing AI technologies.The episode also touches on advancements in space technology, particularly the development of reusable rockets.To learn more about WOLF: https://wolf.financialTo learn more about Public: https://public.com/

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• Texting While ‘Driving’ In A Tesla Is… Allowed? | The Brainstorm EP 109

  In this episode of The Brainstorm, Nick Grous, Tasha Keeney, and Brett Winton dive into the latest Tesla shareholder meeting, discussing Tesla's ambitious plans to build their own chip fab and the implications for the future of autonomous driving. They also explore Robinhood's strategic moves in the financial market and the potential of space-based data centers. If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.Key Points From This Episode:Tesla plans to build its own chip fab to ensure a steady supply for its vehicles and robotics, aiming to overcome manufacturing limitations.The discussion highlights Tesla's move towards full autonomy, with potential updates allowing texting while driving in the near future.Robinhood's strategy to attract Tesla shareholders with a 2% uncapped match is analyzed as a bold customer acquisition move.The feasibility and future of space-based data centers are explored, considering the challenges and opportunities in this emerging field.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public

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