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1 month ago | 
ark-invest.com | Nemo focuses |Brett Winton |Nemo Marjanovic |Tasha Keeney
Apple has delayed the release of some of its most widely touted Apple Intelligence features until 2026 or later.1 Though the delay may be a surprise to seasoned Apple observers,2 disruptive technologies are challenging for incumbents—now including Apple—to incorporate.3 The characteristics that make AI interesting may not be consistent with Apple’s buttoned-up, optimized ecosystem.
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Jan 24, 2025 | 
ark-invest.com | Nemo focuses |Nemo Marjanovic |Brett Winton
In this episode of FYI, Brett Winton and Nemo Marjanovic sit down with Professor Thomas Hartung, MD-PhD, a leading expert in biomedical innovation at Johns Hopkins Bloomberg School of Public Health. They explore how human organoids—3D organ proxies—are revolutionizing drug discovery and toxicology testing by reducing reliance on animal models.
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Jan 21, 2025 | 
ark-invest.com | Nemo focuses |Daniel C. Maguire |Brett Winton |Nemo Marjanovic
Biotech investors are witnessing a growing divergence between private and public markets, both in valuations and performance. Private investors are betting on long-term innovation, while public markets are focusing on short-term profitability. Will regulatory and economic shifts close that gap? In 2024, the private market in biotech bounced back with 96 megarounds (nine-figure financing) that approached the 106 funded in 2021.
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Sep 9, 2024 | 
ark-invest.com | Nemo focuses |Lorenzo focuses |Nemo Marjanovic |Tasha Keeney
Last week, Google’s DeepMind released AlphaProteo, a cutting-edge AI system that designs proteins which bind tightly to target molecules and could accelerate research in the development of drugs, diagnostics, and more. Proteins interact to regulate cellular processes.
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Aug 26, 2024 | 
ark-invest.com | Nemo focuses |Tasha Keeney |Daniel C. Maguire |Nemo Marjanovic
We’re excited to see Baidu and Waymo scaling their robotaxi operations. Last week, Waymo confirmed that its sixth-generation robotaxi, developed by Geely’s Zeekr, will cut the number of onboard cameras from 29 to 13 and lidar sensors from five to four, compared to the hardware on Waymo’s Jaguar I-PACE.1 Although Waymo has not disclosed details, the cost of the new vehicle is likely to be much lower than the rumored ~$100,000+ for the current model2 —a critical step toward scaling operations.
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Aug 19, 2024 | 
ark-invest.com | Nemo focuses |Lorenzo focuses |Nemo Marjanovic |Lorenzo Valente
Sakana AI, a Tokyo-based AI research lab founded by former Google employees, recently released details on a new project called “The AI Scientist.” This “agentic”6 system is designed to automate the entire scientific process by combining the powerful capabilities of large language models, including language comprehension, planning, reasoning, and coding skills. AI Scientist follows the process illustrated below. Source: Sakana AI. For illustrative purposes only.
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Aug 11, 2024 | 
ark-invest.com | Nemo focuses |Lorenzo focuses |Nemo Marjanovic |Lorenzo Valente
Informed by Wright’s Law, ARK’s research indicates that, with the exception of WWII, US electricity prices fell consistently from the late 1800s until 1974, as shown below. Source: ARK Investment Management LLC, 2024, based on data from U.S. Energy Information Administration 2024a, 2024b; Smil 2000; and Potter 2023.10What happened in 1974?
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Aug 4, 2024 | 
ark-invest.com | Nemo focuses |David McGlynn focuses |Nemo Marjanovic |Tasha Keeney
During the Bitcoin Nashville conference on July 27, Wyoming Senator Cynthia Lummis introduced the BITCOIN Act of 2024—Boosting Innovation, Technology, and Competitiveness Through Optimized Investment Nationwide Act of 2024—proposing a Bitcoin Purchase Program for a Strategic Bitcoin Reserve that could position the United States as a pioneer incorporating digital assets into its national reserves strategy.5 The bill proposes that the ~200,000 bitcoins confiscated by the US government after the...
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Jul 14, 2024 | 
ark-invest.com | Nemo focuses |David McGlynn focuses |Nemo Marjanovic |David Puell
Last week, Tesla pushed its Cybercab announcement from August 8 to October, perhaps to give its design team time to complete work or to align the event with a software upgrade and the launch of a geography for its pilot ride-hail network. Tesla isn’t the first contender to tout a robotaxi-specific design. Waymo, Cruise and Zoox, for example, have revealed renderings without steering-wheels and prototypes supporting robotaxi operations without drivers.
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Jun 24, 2024 | 
ark-invest.com | Nemo focuses |Lorenzo focuses |Nemo Marjanovic |Lorenzo Valente
Last week, Anthropic released Claude 3.5 Sonnet,6 the first of its new family of large language models . (LLMs). Claude 3.5 Sonnet sets new records for frontier foundation models on both general knowledge benchmarks like MMLU (Massive Multitask Language Understanding) and coding benchmarks like HumanEval, as shown below. On many benchmarks, it rivals or surpasses the performance of OpenAI's GPT-4o.
