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Latest episodes
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The Real Reason Tesla Announced The Roadster | The Brainstorm 154
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Is SpaceX Coming For Your Phone Bill? | The Brainstorm 153
October 14, 2026 · 33 minIn this episode of The Brainstorm, Sam, Nick, and Brett open on OpenAI’s release of 722 mathematical proofs and the one subject conspicuously missing from it, cryptography. Brett argues the nearer term threat to crypto is AI rather than…
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Starship Reached Orbit. Here's the $1B-Revenue-Per-Launch Math | The Brainstorm 152
October 7, 2026 · 33 minIn this episode of The Brainstorm, Sam, Nick, and Brett work through OpenAI DevDay, where one of the most interesting announcements was the one that never shipped. Ultra Ultra Fast did not reach public availability because the inventory…
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Building A Nuclear Plant That Can’t Melt Down
October 1, 2026 · 48 minIn this episode of FYI, Daniel Maguire and Tasha Keeney speak with J. Clay Sell, CEO of X-energy, about the company’s approach to reinventing nuclear power with advanced small modular reactors. Sell explains X-energy’s TRISO fuel and…
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Zuckerberg Admits He Got It Wrong | The Brainstorm 151
September 30, 2026 · 32 minIn this episode of The Brainstorm, Sam, Nick, and Brett unpack Meta Connect, where Muse quietly replaced the metaverse as Zuckerberg’s vision for the company. Nick walks through the hardware spread, from audio-only Ray-Bans with no camera…
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Amazon Just Blocked AI Shopping. Shopify Opened Up | The Brainstorm 150
September 24, 2026 · 35 minIn this episode of The Brainstorm, Sam, Nick, and Brett dig into the opening shots of the AI shopping wars. Amazon blocked Meta’s Muse from crawling its site to protect a $70 billion advertising business, while Shopify did the opposite and…
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Bitcoin’s Biggest AI Test Has Arrived
September 17, 2026 · 1 hr 4 minIn this episode of Bitcoin Brainstorm, Rod Roudi, Cathie Wood, and Lorenzo Valente are joined by Rob Hamilton, Seth For Privacy, and Dhruv Bansal to discuss how rapidly advancing AI models are changing cybersecurity and Bitcoin security…
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Elon Musk, Sam Altman, And Dario Amodei All Agree… | The Brainstorm 149
September 16, 2026 · 38 minIn this episode of The Brainstorm, Sam, Nick, and Brett dig into Dario Amodei’s open letter calling on frontier labs to pace themselves, a position Elon Musk and Sam Altman both signaled agreement with. Brett argues the real risk is not…
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Elon Musk’s Event Almost Nobody Was Invited To | The Brainstorm 148
September 11, 2026 · 33 minIn this episode of The Brainstorm, Sam and Brett unpack Tesla’s Cybercab launch, a two-seat vehicle with no steering wheel and no pedals that Brett believes can operate at roughly 25 cents a mile, a level at which Waymo may not be able to…
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Why Some Of America’s Biggest Brands Are Going Driverless
September 3, 2026 · 54 minGautam Narang built India’s first customized humanoid robot as a teenager — then walked away from humanoids because they were nowhere near commercial. Today his company, Gatik, runs fully driverless trucks 24/7 across Texas, Arkansas, and…
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Elon Musk's $1 Trillion Chip Factory | The Brainstorm 147
September 2, 2026 · 36 minIn this episode of The Brainstorm, Sam and Brett unpack SpaceX’s $100 billion Louisiana buildout, one of the largest infrastructure projects in history, and why the returns on Starlink, AI satellites, and terrestrial data centers could…
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Moderna's Cancer Vaccine May Cut Deaths In Half | The Brainstorm 146
August 26, 2026 · 27 minIn this episode of The Brainstorm, Sam, Nick, and Brett break down Merck and Moderna’s positive Phase 3 results for a personalized mRNA cancer vaccine, a treatment custom-built from each patient’s own tumor that cut mortality from advanced…
About the show
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.