Moderna's Cancer Vaccine May Cut Deaths In Half | The Brainstorm 146

In 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 melanoma by roughly 50% versus the standard of care. The team digs into cost, manufacturing scale, and why the capital poured into mRNA during COVID may be paying off in oncology. Then Brett reports back from a weekend with Grok Bot, which recovered $75 of his wife’s forgotten escrow money on its first task, and the team debates why multiplayer agents could be the real threat to Microsoft’s enterprise moat.

Key Points From This Episode:

How a custom mRNA vaccine trains the immune system against a patient’s own tumor, and what Phase 3 melanoma results could mean for other cancers
Why $200K–$300K per treatment limits early use, and what we believe has to change for personalized oncology to scale
Why agents that live inside team chat, not one-on-one, may be the real disruption to Microsoft and Slack

If 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.financial

Learn more about Public: https://public.com/

Disclosure: http://arkinv.st/39rzF94

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Anthropic Is The Fastest Growing Software Company Ever | The Brainstorm 145

In this episode of The Brainstorm, Sam and Frank dig into the rumors of a multi-trillion-dollar Anthropic initial public offering (IPO). A company that started the year at $9 billion in run rate reven...

19 Elo 26min

OpenAI's Agents Hacked Their Way Out | The Brainstorm 144

In this episode of The Brainstorm, Sam, Nick, and Brett break down what may be a watershed moment for AI: OpenAI’s agents devised their own secret communication scheme, hacked out of their training sa...

12 Elo 27min

Could China Block A Rumored Tesla-SpaceX Merger? | The Brainstorm 143

In this episode of The Brainstorm, Sam and Nick and Brett discuss whether Tesla’s Shanghai factory could derail a rumored Tesla-SpaceX merger, and why both expect an announcement before the end of the...

7 Elo 29min

Why AI May Need Bitcoin

In this episode of Bitcoin Brainstorm, Rod Roudi is joined by Cathie Wood, Lorenzo Valente, Steve Lee, Jesse Posner, and Paul Itoi to examine the growing convergence of Bitcoin, artificial intelligenc...

6 Elo 1h 13min

The Age Of Free Food Delivery: Manna Air Delivery With Bobby Healy

In this episode of FYI, Tasha Keeney and Daniel Maguire sit down with Bobby Healy, founder and CEO of Manna, to examine the rapidly expanding drone delivery market. Bobby explains how Manna’s autonomo...

30 Heinä 50min

SpaceX's Starship Flight 13 + Kimi K3 Freakout | The Brainstorm 142

In this episode of The Brainstorm, Tasha Keeney, Nicholas Grous, and Brett Winton uncover how SpaceX's latest Starship test flight is revolutionizing space travel, slashing launch costs, and how this ...

29 Heinä 29min

Can China’s Kimi K3 Beat OpenAI, Anthropic, And Grok? | The Brainstorm 141

In this episode of The Brainstorm, Sam and Nick are joined by Frank Downing to discuss the shifting future of AI models. Most AI companies are focusing on smarter models, but the real game-changer may...

22 Heinä 23min