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Wall Street Wildlife Investing Podcast

E70: ARK Invest's Big Ideas 2025 – The Future Unveiled

75 min • 11 mars 2025

In this week's episode, we walk through ARK Invest's Big Ideas 2025 Research, highlighting the key disruptive innovation technologies that are set to transform the global landscape


🤖 The AI Paradigm Shift - from neural networks to large language models, how will AI reshape industries, and the companies poised to win

🌌 Space Innovation & Satellite Connectivity - including SpaceX, AST SpaceMobile’s potential disruptions, and the future of satellite communications

🔋 Energy Storage Revolution - Tesla’s remarkable market share in global energy storage to exciting developments in nuclear power and renewables. How will these trends shape energy markets?

🚗 Will autonomous vehicles eliminate car ownership? How soon will we see robotaxis become mainstream, and what companies are set to lead the transportation revolution?

🤖 How humanoid robots will transform small businesses and everyday life. Are robots about to become a common household feature?

💡 Agentic AI & The Future of Commerce - why buying experiences will move from "one-click checkout" to "one-query purchasing" reshaping commerce and advertising forever. Will $GOOG and $TTD escape unscathed?


Plus:

⚠ Political Crypto Chaos - analyzing the controversies and market manipulations surrounding political endorsements of crypto. How should investors protect themselves from political pump-and-dump schemes?


Segments:

00:00 Cold Open

04:15 Monetising Gemini in Fantasy Football

08:20 AST Space Mobile - what did Krzysztof do?

10:46 ARK Invest Big Ideas 2025 Overview

20:32 Space Industry and Small Launch Providers

32:19 Energy Storage and Tesla's Role

37:29 Autonomous Vehicles: The Future of Transportation

45:26 Humanoid Robots and Their Impact on Small Businesses

52:15 AI Agents and the Future of E-commerce

01:06:31 Crypto Corruption and Political Influence

01:13:30 Closing Thoughts


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