Andrew Duncan focuses

Jun 27, 2024 | ark-invest.com | Andrew Duncan focuses |Nicholas Grous |Andrew Kim

On this episode of FYI, ARK Analyst Andrew Kim and Associate Portfolio Manager Nicholas Grous engage in a fascinating conversation with Glen Coates, VP of Product at Shopify. They delve into Shopify's transformation from its roots to becoming a pivotal player in both business to business (B2B) and direct to consumer (D2C) commerce. Glen shares insights on Shopify's strategy, highlighting the "unified" theme of their latest edition, aiming to streamline complex business processes.

Jun 18, 2024 | ark-invest.com | Andrew Duncan focuses |Andrew Kim

In November 2022, OpenAI’s launch of ChatGPT created a surge in computation demand for generative artificial intelligence (AI) and unleashed entrepreneurial activity in nearly every domain, including digital entertainment. In two years, large language models (LLMs) have transformed the process of generating text, image, video, and 3D assets.

Jun 11, 2024 | ark-invest.com | Andrew Duncan focuses |Andrew Kim |Rong Guo |Frank Downing

Last Thursday, Robinhood announced that it had acquired1 the European centralized crypto exchange, Bitstamp, for $200 million in cash. Founded in Slovenia in 2011, Bitstamp is among the oldest crypto exchanges, with more than 50 active licenses to operate across the European Union, the United Kingdom, the United States, and Asia. In addition to retail spot crypto trading, Bitstamp services institutions as a prime broker, institutional lender, and staking provider.

Jun 4, 2024 | ark-invest.com | Andrew Duncan focuses |Nicholas Grous |Andrew Kim

The history of computing is defined by improving the productivity of individuals and enterprises. The transition from command-line interfaces (CLIs) in the 1970s to graphical user interfaces (GUIs) in the 1980s enabled the abstraction of complex syntax with visual icons and windows. Then, the flattening of the computing learning curve accelerated the adoption of personal computers (PCs) through the 1990s to spawn the World Wide Web and the internet applications built on top of it.

May 16, 2024 | ark-invest.com | Andrew Duncan focuses |Nicholas Grous |Andrew Kim

On this episode of FYI, Associate Portfolio Manager Nick Grous and Analyst Andrew Kim sit down with Matthew Warneford, the mind behind Dubit. Over the past two decades, Dubit has transformed from its humble beginnings into a pioneer of virtual fashion within gaming platforms like Roblox. Warneford shares the journey of Dubit, shedding light on the early days of online multiplayer gaming and the evolution into crafting digital identities through fashion.