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FYI - For Your Innovation

ARK Invest
Bitcoin
Artificial Intelligence
Openai
Tesla
Spacex
Apple
Nvidia
ARK Invest
Chatgpt
Amazon
Ethereum
Robinhood
Open Source
Quantum Computing
Cryptocurrency
Robotaxi
Meta
Shopify
Coinbase
E-Commerce

The FYI - For Your Innovation Podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs. Hosted by ARK Invest, ARK and guests provide a unique perspective on how to best understand disruptive innovation.

PublishesTwice weeklyEpisodes300Founded9 years ago
Number of ListenersCategories
InvestingBusinessTechnology

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Artwork for FYI - For Your Innovation

Latest Episodes

Elon Musk put a $1 trillion revenue number on SpaceX, and the sell side has been staring at its models ever since. "Roughly five times wrong relative to what Elon said 2028 revenue could be," says Alex Potter of Piper Sandler. "That's absurd."

ARK h... more

In this episode of The Brainstorm, Ara Kharazian, lead economist at Ramp, joins Sam and Brett with data from 80,000 businesses and over $275 billion in annual spend. His latest research, “Cracks in the AI Thesis,” finds AI spend is extraordinarily co... more

In this episode of The Brainstorm, Sam, Nick, and Brett open the Anthropic S-1, maybe the most impressive twelve months of revenue growth in corporate history, and debate whether a major AI-enabled cyberattack would be good or bad for the frontier la... more

In this episode of The Brainstorm, Sam and Brett cover a week of exciting developments. Brett was at the Tesla Roadster unveil in person and argues the event was primarily marketing for a prospective SpaceX Tesla merger, pointing to the swapped order... more

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Recent Guests

Alex Potter
Equity research analyst at Piper Sandler covering Tesla and SpaceX
Piper Sandler
Episode: The Call After The Calls: SpaceX And Tesla
Pierre Ferragu
Technology analyst at New Street Research
New Street Research
Episode: The Call After The Calls: SpaceX And Tesla
Aaron Burnett
Founder of Mach33 and technology investor
Mach33
Episode: The Call After The Calls: SpaceX And Tesla
Ara Kharazian
Lead economist at Ramp
Ramp
Episode: Ramp's Economist Found Cracks In The AI Thesis | The Brainstorm 156
Clay Sell
CEO of X-Energy, nuclear company developing advanced small modular reactors
X-Energy
Episode: Building A Nuclear Plant That Can’t Melt Down
Rob Hamilton
Bitcoin security expert; red team leader for the discussion
AnchorWatch
Episode: Bitcoin’s Biggest AI Test Has Arrived
Dario Amodei
CEO of Anthropic
Anthropic
Episode: Elon Musk, Sam Altman, And Dario Amodei All Agree… | The Brainstorm 149
Gautam Narang
CEO and co-founder of Gatik
Gatik
Episode: Why Some Of America’s Biggest Brands Are Going Driverless
Paul Itoi
Industry executive mentioned as participant
PB/Block/related ventures
Episode: Why AI May Need Bitcoin

Host

Brett

Reviews

4.6 out of 5 stars from 829 ratings
  • Well worth a listen!!

    Loving this podcast, it is both educational and entertaining!

    Apple Podcasts
    5
    Poppy@davedubeau
    United Kingdom2 years ago
  • Shocked by lack of technology insights and macro economic knowledge

    Heard yesterday‘s episode. Esp. the comments of Brett Winton were shocking considering lack of automotive industry factors in the 60‘s, robotics technologies, but still throwing around high numbers without explanation.

    Apple Podcasts
    1
    nickhjj
    Germany2 years ago
  • 10/10

    Love this show.

    Apple Podcasts
    5
    singhnick13
    Canada2 years ago
  • Worth a listen if you are an investor or interested in views on how innovation will effect industry down to your daily lives

    Podcast Addict
    5
    dinkfish
    3 years ago
  • Drastic quality degradation

    This podcast just fall of a cliff once regular fully info packed episode got deluded by some short Wall Street like episodes…

    Do not ruin a great podcast.

    Apple Podcasts
    2
    Positive Nerd
    Canada3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some listeners criticize the hosts' preparation and say disagreements with guests can become combative or opinion-driven.
Guests are often described as knowledgeable and high-caliber, with interviews valued for their experience and perspectives.
Listeners praise the educational, engaging discussions and say they come away with new ideas and useful insight.
A few listeners prefer the deeper, information-rich discussions to shorter market-commentary segments.
Audio quality is a recurring complaint, especially when interviewer audio is less clear than guest audio.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#208
Canada/Business/Investing
Apple Podcasts
#124
Italy/Business/Investing
Apple Podcasts
#168
Australia/Business/Investing
Apple Podcasts
#60
Poland/Business/Investing
Apple Podcasts
#74
Chile/Business/Investing
Apple Podcasts
#74
Philippines/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Ramp's Economist Found Cracks In The AI Thesis | The Brainstorm 156
Q: In the data that you're looking at, are these top 1 percent spenders, are they unprofitable VC backed companies that are doing this? Or do you think they're more grounded and can sustain that type of spend?
Kharazian says the top 1% of AI spenders are largely venture-backed technology companies. He describes the concentration as a revenue-quality concern: if the AI trade slows, these companies could reduce spending at the same time. He adds that even profitable, fast-growing businesses are beginning to control usage and shift tasks to cheaper models.
Ramp's Economist Found Cracks In The AI Thesis | The Brainstorm 156
Q: Are there other biases in the sample? I don't mean bias in a bad way, I just mean just to understand the scope of the data.
Kharazian agrees that Ramp's data skews toward tech-forward businesses that are more likely to adopt AI. He says the median, top 10% and top 1% spending levels are more informative than broad breakdowns by company size and sector because AI spending is highly concentrated.
The Call After The Calls: SpaceX And Tesla
Q: How or can Starlink successfully fund this? Or are they we just going to keep seeing dilution and debt raises here to make it all possible?
Pierre Ferragu says SpaceX can fund data-center expansion through the strong returns available in the current compute market, adjusting the pace of deployment if demand normalizes. He notes that only part of the investment requires long-lead capital commitments.
The Call After The Calls: SpaceX And Tesla
Q: Alex, let's start with you. The number that you called out, $1 trillion in revenue. Why is that the number that matters to you?
Alex Potter says the figure was striking because analyst consensus for SpaceX's 2028 revenue was roughly $200 billion to $220 billion, making the stated figure about five times higher and forcing analysts to reconsider their models.
SpaceX IPO, Anthropic Fable 5, And Roku | The Brainstorm EP 136
Q: How does the Anthropic Fable controversy affect the broader AI ecosystem and regulatory expectations?
The incident underscores the push-and-pull between innovation and governance, with major players positioning themselves as gatekeepers or enablers of responsible access. The episode suggests that governance, KYC, and liability frameworks will evolve, but that open access and rapid iteration are likely to continue in some form, potentially with privacy-preserving identifiers and platform-level controls.

Audience Metrics

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Frequently Asked Questions About FYI - For Your Innovation

What is FYI - For Your Innovation about and what kind of topics does it cover?

Conversations examine disruptive innovation through the lens of technology, business strategy, and investment. Recurring discussions focus on artificial intelligence, advanced computing, space, autonomous transport, digital assets, and energy, weighing the commercial potential of new technologies against their costs, risks, and practical limits. The format combines host-led analysis of industry developments with interviews featuring company leaders and specialists, including executives working in nuclear energy, autonomous trucking, and AI. The mix of fast-moving market commentary and deeper conversations with operators gives listeners both investment-oriented perspectives and insight into how emerging technologies are developed and deploye... more

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Which podcasts are similar to FYI - For Your Innovation?

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1. BG2Pod with Brad Gerstner and Bill Gurley
2. The a16z Show
3. All-In with Chamath, Jason, Sacks & Friedberg
4. Unchained
5. Invest Like the Best with Patrick O'Shaughnessy

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FYI - For Your Innovation launched 9 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on FYI - For Your Innovation?

Recent guests on FYI - For Your Innovation include:

1. Alex Potter
2. Pierre Ferragu
3. Aaron Burnett
4. Ara Kharazian
5. Clay Sell
6. Rob Hamilton
7. Dario Amodei
8. Gautam Narang

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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