FYI - For Your Innovation

• Revolutionizing Cancer Treatment: Umoja’s Vision For In Vivo Therapies

  In this episode of For Your Innovation, the ARK team is joined by Umoja’s CEO, Dr. Andy Scharenberg, and CFO, Britton Russell, to discuss their journey, vision, and the innovative science reshaping cancer treatment. Dr. Scharenberg explains how Umoja’s in vivo gene delivery platform, VivoVec, represents a third-generation leap in CAR T-cell therapies—offering the potential to make cutting-edge treatments more scalable, accessible, and cost-effective. Britton Russell provides insights into how this paradigm shift is aligned with Umoja’s mission to democratize transformative medicine, enabling broader global access. Together, they explore topics ranging from the shortcomings of traditional CAR T-cell therapies, the challenges of current allogeneic solutions, and how Umoja’s platform overcomes these barriers. They also discuss the implications of in vivo therapies for oncology, autoimmune diseases, and even longevity, while touching on the role of better healthcare models and incentive structures to move the industry from "sick care" to true healthcare innovation.Key Points From This Episode:The limitations of existing CAR T-cell therapies and how Umoja addresses them.How in vivo platforms reduce costs and streamline treatment timelines.The broader applications of Umoja’s technology beyond oncology, including autoimmunity and longevity.Why better alignment of healthcare incentives is critical for advancing patient outcomes.

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• Can Apple Compete In AI? | The Brainstorm EP 81

  Is history doomed to repeat for Apple? Sam Korus and Nicholas Grous are joined by ARK Chief Futurist, Brett Winton, to discuss the current state of Apple, particularly focusing on its challenges in innovation and AI development. They analyze the delays in launching promised features, the implications of these delays on Apple's reputation, and the competitive landscape in which Apple operates. The discussion also touches on the company's historical context, its financial strength, and the potential future of AI within Apple's ecosystem.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:Apple's recent announcements have not translated into actual product releases.The delay in AI features raises concerns about Apple's innovation capabilities.Apple's financial strength allows it to absorb some mistakes in product development.The competitive landscape is shifting rapidly with advancements in AI.Apple's marketing strategy may not align with its product development reality.The company faces a potential identity crisis in the AI era.There is skepticism about whether Apple can maintain its market dominance.The need for a cohesive strategy in AI development is critical for Apple.Apple's historical success does not guarantee future performance.The conversation highlights differing perspectives on Apple's future in technology.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public

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• AI-Native Enterprises: The Future Of Work With Box CEO Aaron Levie

  In this episode of For Your Innovation, Brett Winton, ARK’s Chief Futurist, and Frank Downing, Director of Research, Next Generation Internet, sit down with Aaron Levie, CEO and co-founder of Box, to discuss the transformative impact of artificial intelligence on enterprise software. With nearly 20 years of experience leading a cloud-native company, Aaron shares his perspective on how AI is fundamentally reshaping productivity, software business models, and competitive dynamics. The conversation covers the parallels between AI adoption and the early days of the cloud, the challenges of enterprise AI implementation, and why companies that fail to embrace AI risk being left behind. Aaron also explores how AI-first enterprises will operate with dramatically increased efficiency, what this means for software development, and how Box is integrating AI to revolutionize content management. Tune in for an insightful discussion on the future of AI-driven business transformation.Key Points From This Episode:How AI is reshaping enterprise software and productivityThe similarities and differences between AI adoption and the rise of cloud computingCompetitive pressures driving AI adoption in businessesThe role of AI in software automation and workflow optimizationHow Box is leveraging AI to transform enterprise content management

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  58:44
• Is Microsoft's Announcement A Quantum Breakthrough? | The Brainstorm EP 80

  Have we witnessed a quantum breakthrough? Sam Korus and Nicholas Grous are joined by ARK Chief Futurist, Brett Winton, to discuss the current state and future of quantum computing and AI, particularly focusing on Microsoft's advancements in quantum technology and the capabilities of Grok 3.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:Microsoft's new qubit technology is a significant step forward.AI advancements may reduce the urgency for quantum computing.Grok 3 shows notable capabilities in AI performance.User experience is crucial for AI adoption.The tech industry often promotes commercial applications that aren't meaningful.Investment in quantum computing requires a clear ROI.Grok 3's voice mode offers unique features compared to competitors.The divide in AI usage is growing among different demographics.Future AI tools need to focus on user-friendly interfaces.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public

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• How Tempus Is Using AI To Transform Diagnostics With Eric Lefkofsky

  In this insightful episode of FYI, Eric Lefkofsky, CEO of Tempus, shares his journey from leading tech companies like Groupon to pioneering innovation in healthcare through AI. Lefkofsky explains how Tempus integrates advanced technology into medical diagnostics, making healthcare more precise and data-driven. He discusses the challenges of the U.S. healthcare system, the power of AI in personalized medicine, and the critical role of bridging gaps between technology and biology. Discover how Tempus is revolutionizing oncology and expanding its reach to other medical fields through strategic AI applications.Key Points From This Episode:How Eric Lefkofsky transitioned from tech to healthcare innovation.The story behind Tempus’ founding and its mission to personalize patient care.How Tempus uses AI to connect diagnostics with real-time clinical data.The systemic barriers in U.S. healthcare and how Tempus overcomes them.Key insights on the future of AI in precision medicine and its potential to transform patient outcomes.

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  54:17

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