Amazon AWS – The Everything Store for Enterprise Computing?

Amazon AWS – The Everything Store for Enterprise Computing?

 
 
00:00 / 00:24:33
 
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Welcome back to a new episode of FYI, For Your Innovation Podcast, a podcast exclusively focused on disruptive innovation. Today on the show Yassine Elmandjra will be co-hosting the podcast with James Wang. We will be diving into the recent announcements at the AWS re:Invent Conference and what it means for the cloud computing space as a whole. Just how Amazon is the everything store for consumers, it seems like Amazon Web Services (AWS) is really the everything store for business and enterprise computing. Inside this episode we explore how Amazon has been able to take over an increasing amount of verticals, their shift into the enterprise software space, and how they are strategically eliminating the competitive edge of other companies with each new product release. We also dig into the importance of owning the customer relationship and why that has given Amazon a much greater insight into the consumer market on all fronts. For an incredible conversation on Amazon’s disruptive innovation, stay tuned in to today’s episode!

 

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Key Points From This Episode:

  • The increasing number of verticals covered by AWS
  • Amazon’s transition from the consumer stack to the business stack
  • Overview of the AWS Outposts feature: on premise cloud solution
  • Why on premise cloud has taken over at least half of the cloud market
  • How AWS Outposts differs from existing hybrid cloud solutions
  • Amazon’s own server chips: Graviton
  • How ARM based processors differ from existing chips
  • What it means for businesses to own the relationship with the customer
  • The benefit Amazon has from profiling billions upon billions of computations
  • Biggest takeaway from Amazon’s QLDB announcement

 

Tweetables:

“AWS can be considered the everything store for business and enterprise computing.” @jwangARK[0:02:43.1]

“Amazon is a very pragmatic company. So I would say that they are interested in growth and they’re interested in capturing the customer.”@jwangARK [0:08:34.5]


ARK's statements are not an endorsement of any company or a recommendation to buy, sell or hold any security. For a list of all purchases and sales made by ARK for client accounts during the past year that could be considered by the SEC as recommendations, click here. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. For full disclosures, click here.

Micromobility and the Future of Transportation with Horace Dediu

Micromobility and the Future of Transportation with Horace Dediu

 
 
00:00 / 00:46:30
 
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In this episode of the For Your Innovation Podcast, we chat with Horace Dediu of Asymco about his ideas on micromobility. With the unpredictable and burgeoning market that Horace is immersed in and fascinated by, there is so much to unpack and discuss in terms of possibilities and implications. This discussion offers a large array of thoughts and considerations for anyone connected to the future of transportation. It seems clear that micromobility will be a force to be reckoned with in the world of transit as well as in the global economy. Horace expertly explains many of his thoughts and goes into detail regarding possible permutations across the subject. We talk business models and industry comparisons, as well as looking at the key areas in which micromobility battles will be fought. For a detailed and horizon expanding conversation, be sure to tune in!

 

Key Points From This Episode:

  • A definition of micromobility and how Horace started using the term.
  • Some of the factors that have led to the growing adoption of these modes of transport.
  • Who might win and lose as micromobility develops.
  • Range anxiety and how distance plays into the question.
  • Trip and distance data and what these can and cannot teach us.
  • The important competitive dynamics and business models right now.
  • The conditions that are necessary for more widespread adoption in the US.
  • Evolving infrastructure around charging of electric vehicles.
  • The role and place of manufacturing in the micromobility space.
  • An overview of Horace’s current theses on micromobility.
  • And much more!

 

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Tweetables:

“The way I talk about shared bikes and shared scooters is like the camera in your phone. It’s the best camera because it’s the one you always have with you. The best mode of transport is the one that’s easiest to access.”@asymco [0:13:08.3]

“You don’t measure demand for a bridge by counting how many people swim across the river. Once you’ve built a bridge, people cross it.”@asymco [0:19:18.7]

 

Learn more about Horace’s work:


ARK's statements are not an endorsement of any company or a recommendation to buy, sell or hold any security. For a list of all purchases and sales made by ARK for client accounts during the past year that could be considered by the SEC as recommendations, click here. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. For full disclosures, click here.

Understanding the Autonomous Vehicle Landscape and the Opportunity it Creates for Investors

Understanding the Autonomous Vehicle Landscape and the Opportunity it Creates for Investors

 
 
00:00 / 00:17:27
 
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Welcome to FYI, the For Your Innovation Podcast. This show offers an intellectual discussion on technologically enabled disruption, because we believe that investing in innovation starts with understanding it. Today on the show we welcome on Tasha Keeney, Analyst at ARK Investment, who covers autonomous transport and 3D printing. ARK is a leading investment manager focused on disruptive innovation that is changing the way the world works. ARK was formed to capitalize on the opportunities created by companies benefiting from technological change. Inside this episode, Tasha joins us to talk about the state of the autonomous vehicle landscape and the Mobility-as-a-Services thesis. We also dive into the different launching strategies for various autonomous car companies, predictions for the future of autonomous cars, and learning how to understand the potential opportunity for investors going forward. For all this and more, stay tuned for this incredible conversation.

 

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Key Points From This Episode:

  • Tasha’s view on what the autonomous car landscape looks like right now.
  • The differences between level four and level five autonomous cars.
  • Timelines for commercialization of Waymo and GM autonomous cars.
  • Discussing launch locations and strategies for Waymo and GM autonomous cars.
  • Tesla’s strategy for rolling out autonomous vehicles, and how it differs from Waymo and GM.
  • Understanding why LIDAR can be seen as a crutch for autonomous vehicles.
  • Mechanical, or spinning, versus solid state LiDAR.
  • The best way for investors to look at the opportunity of autonomous vehicles.

Tweetables:

“We know from the California published reports with the California DMV that Waymo’s traveling the most miles in between human interventions.” — @TashaARK [0:04:16.1]

“Globally, we think that Mobility-as-a-Service (MaaS) today in the equity markets should be valued at $2 trillion.” @TashaARK [0:14:41.1]


ARK's statements are not an endorsement of any company or a recommendation to buy, sell or hold any security. For a list of all purchases and sales made by ARK for client accounts during the past year that could be considered by the SEC as recommendations, click here. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. For full disclosures, click here.

Welcome to FYI – The For Your Innovation Podcast by ARK Invest

Welcome to FYI – The For Your Innovation Podcast by ARK Invest

 
 
00:00 / 00:01:31
 
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Welcome to FYI! ARK’s podcast offers an intellectual discussion on recent developments across disruptive innovation—driven by research, news, controversies, companies, and technological breakthroughs.

In every episode ARK and guests provide a unique perspective on how to best understand disruptive innovation. We shine light on research, reports, and expert opinions­, with the goal to discuss what really matters and how to capture technologically enabled growth. Some of our first guests on this podcast include Horace Dediu, Chris Burniske, Ambassador Yossi Gal, Cathie Wood, and more.

Please feel free to reach out to us with topic ideas and suggestions for podcast guest.

We hope you enjoy the conversation!


ARK's statements are not an endorsement of any company or a recommendation to buy, sell or hold any security. For a list of all purchases and sales made by ARK for client accounts during the past year that could be considered by the SEC as recommendations, click here. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. For full disclosures, click here.