About Brett Winton
Brett joined ARK in February 2014. Brett has worked alongside Cathie for almost 10 years since their time at AllianceBernstein. As Director of Research, Brett directs the proprietary research of ARK’s investment team. Initially, Brett directed research for ARK as principal and founder of iamB Consulting, a firm that specializes in dimensioning the ramifications of innovation and disruption for investors and high-growth ventures. From 2007 to 2012, he conducted thematic research and advised portfolio managers as a member of AllianceBernstein’s Research on Strategic Change team. His research topics included “Global Energy in the Face of Carbon Dioxide Regulation,” “Social Media and the Rise of Facebook,” the “Reformation of the Financial Services Landscape,” and the “Emergence of Electric Vehicles.” Prior 2007, Brett worked in business development in the Radio-Frequency Identification industry. Brett earned is Bachelor of Science in mechanical engineering at MIT.
Research by Brett Winton
January 02, 2019 | by Brett Winton | Market Insights
Yes, the most famous technology forecast of all time—Gordon Moore’s prediction that the number of transistors on a chip would double every two years—confuses why and how technology costs decline. It focuses on the wrong variable: time. When he wrote “every two years” in forecasting the doubling of transistor density and consequent halving of computation […]July 19, 2018 | by Brett Winton | Market Insights
June of this year marked an important milestone: capital raised to fund the decentralized web—now $20 billion1—finally surpassed the $16 billion inflation-adjusted dollars raised during the bowling bubble of the late 1950s.2 Yes, Wall Street was very, very excited by bowling. Brunswick Corporation, a bowling equipment manufacturing company, rallied almost 1,600% in four years as […]