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FYI - For Your InnovationAuthor: ARK Invest
The FYI - For Your Innovation Podcast offers an intellectual discussion on recent developments across disruptive innovationdriven 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. Language: en Genres: Business, Investing, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Is SpaceX Coming For Your Phone Bill? | The Brainstorm 153
Wednesday, 14 October, 2026
In 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 quantum computing, and that the danger sits not in the cryptographic primitives but in everything built around them, from self-custody hardware to the exchanges now holding enormous honeypots. He also suggests quantum-safe encryption may be the more vulnerable life raft, and that a scrambled bank ledger could be far more disruptive than stolen coins. Then SpaceX reportedly pays $8 billion for Nextel’s old spectrum and wins Federal Communications Commission (FCC) approval for 15,000 direct-to-cell satellites, turning a service that was going to clip a dollar off your phone bill into a bid for the entire bill. Plus why SpaceX collects far more per gigawatt of compute than the neoclouds can.Key Points From This Episode:Why AI, not quantum computing, may be the nearer term threat to crypto, and why quantum-safe encryption could be more vulnerable than assumedHow SpaceX plans to turn home Starlink dishes into cell towers, and why the cellular business likely depends on selling broadband firstWhy SpaceX collects $30 to $40 billion per gigawatt on short term compute deals while the neoclouds settle for far lessIf you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
