Quantum Risk And Bitcoin: Preparing For A Post-Quantum World
In this episode of FYI, Brett Winton is joined by David Puell, Nic Carter, and Alex Pruden to examine the potential risks quantum computing poses to Bitcoin. The group explores how advances in quantum technology could compromise cryptographic security, what a “broken” Bitcoin system might look like…
Don’t Die: Humanity’s Future With Bryan Johnson
In this episode of FYI, Brett Winton, Cathie Wood, and Charlie Roberts sit down with Bryan Johnson, founder of Blueprint and creator of Braintree. They explore his pursuit of extending human life and the broader philosophical shift toward valuing existence itself. Bryan shares the origin of his ide…
Betting On The Unconventional With Draper Associates’ Andy Tang
In this episode of FYI, Brett Winton and Chase Prather host Andy Tang, partner at Draper Associates, to discuss how venture capital is evolving alongside AI, deep tech, and shifting market dynamics. Andy reflects on his 20-year investing career, the growing importance of AI-native companies, and wh…
Closing Bell Overtime: Rotation out of Semis, AI trade Continues 7/2/26
Investors weigh cooling rate pressures, AI investment and sector rotation. Torsten Slok, Chief Economist at Apollo, argues AI remains the biggest long-term risk to the economy while a softer jobs report eases pressure on the Fed. The show also examines what the data could mean for Fed Chair Kevin W…
What Is The Best AI Model In 2026? | The Brainstorm 140
In this episode of The Brainstorm, Brett, Sam, and Nick are joined by Frank Downing to break down how OpenAI, Anthropic, Meta, and X are competing on performance, pricing, and deployment strategy as the AI market gets more efficient. Frank Downing explains why the economics of AI matter as much as …
How Businesses Can Gamify Loyalty With Lucra's Dylan Robbins
In this episode of FYI, Brett Winton hosts Dylan Robbins, founder and CEO of Lucra Sports, to discuss how white-label gamification is reshaping brand loyalty. Dylan traces Lucra's evolution from a peer-to-peer sports betting app built at Stanford Business School into an enterprise software platform…
SpaceX's Starship Flight 13 + Kimi K3 Freakout | The Brainstorm 142
In this episode of The Brainstorm, Tasha Keeney, Nicholas Grous, and Brett Winton uncover how SpaceX's latest Starship test flight is revolutionizing space travel, slashing launch costs, and how this potentially unlocks new commercial opportunities. Plus, a deep dive into AI’s rapid evolution, cost…
AI, Robotaxis, NVDA, AMD and the Trillion-Dollar Demand Boom Ahead
ARK Invest's Brett Winton discusses how AI is becoming a powerful macroeconomic force, driving investment in data centers, cloud infrastructure and semiconductors. He highlights opportunities tied to Nvidia (NVDA), AMD Inc. (AMD), robotaxis and AI adoption, projecting trillions of dollars in new de…
Who Owns the Buildout
On June 1, Anthropic confidentially filed to go public the same day Bernie Sanders proposed the public should own half of it. Jonas Vale follows the ownership question through the day's news: Anthropic's draft S-1 and the compute deal underneath it, Sanders' American AI Sovereign Wealth Fund Act, F…
ARK Invest: The AI Revolution in Biology Is Bigger Than the Internet
In this episode of Milk Road Stocks, ARK Invest Chief Futurist Brett Winton and Multi-Omics Portfolio Manager Ovid Amadi explain why the convergence of artificial intelligence, genomics, gene editing, cancer diagnostics, and drug discovery could create one of the biggest investment opportunities of…
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