In this week's newsletter, I cover Stripe's bid for PayPal. Read more to learn how that combination could create one of the largest two-sided consumer merchant networks globally and what that could mean for the consumer payments landscape⬇️
Would you switch to a cheaper AI model if it meant slightly less intelligence? @downingARK joins "The Brainstorm" and points out that almost nobody does, and that is exactly why frontier labs keep commanding premium revenue.
Would you switch to a cheaper AI model if it meant slightly less intelligence? @downingARK joins "The Brainstorm" and points out that almost nobody does, and that is exactly why frontier labs keep commanding premium revenue.
For decades, steady jobs felt safe and starting a business felt like a major risk. That's flipping.
In this piece, we look at the historical and current forces lowering the cost of entrepreneurship, from the fall of the necessary brick-and-mortar store to Shopify giving small
Happy International Moon Day! 🌕 57 years ago, humanity did what many thought was never possible: landed on the moon. Now, a new race is on to build permanent lunar infrastructure. Highly reusable rockets that drastically lower the cost of access to space are what make that goal
ARK's "Big Ideas 2026" breaks down why reusability could be the key unlock for the next era of space exploration.
Read about reusable rockets in the report.
Director of Research, Digital Assets @LorenzoARK details the main takeaways from the Decentralized Finance Applications section of "Big Ideas 2026."
To learn more, download the full report at ark-invest.com/big-ideas-2026
Meta is one of the largest beneficiaries of AI in the world right now. It might not be obvious since the payoff isn't in new products, but inside an advertising auction most people never think about.
@AustinKoringARK covers Meta's AI ads and the growth problem AI is solving. 👇
More data means more sequencing, earlier diagnoses, and better-targeted therapies. @Ovid_ARK, PhD maps out the healthcare AI flywheel across life science tools, diagnostics, and precision medicine in our Q2 2026 webinar.
Our "Q2 2026 Fund Webinar” is now available. Watch as @CathieDWood and our reserach team answer your questions on space, AI, biotech, bitcoin, and energy, and address ARK performance, portfolio composition, and holdings like SpaceX, Tesla, and PacBio.
Watch.
The entrepreneurship era is here.
For decades, a job was safe while entrepreneurship was risky. AI has flipped that equation, and what once looked like an unpredictable path might become the more rational one.
Our new blog on the falling cost of entrepreneurship is out now! (🧵)
Crypto really is a flat circle.
Right as @jessepollak announces @base (Ethereum) is shifting away from creator coins, and memes, the Solana community re-embraces the memecoin casino that burnt their entire user base with $ANSEM.
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