ARK-FutureFirst

In this episode, Nicholas Grous and Frank Downing explore the transformative potential of agentic coding and AI-assisted software development. They conduct a live demo showcasing how coding agents can simplify the development process, making it accessible to non-technical users. The conversation delves into the implications of these technologies on the economy, the future of knowledge workers, and the democratization of software development. The hosts emphasize the importance of experimentation with these tools and encourage listeners to engage with the technology firsthand.

Last week, in its second attempt after a terminated Special Purpose Acquisition Company (SPAC) merger valued at $9 billion in 2022, Circle filed for its long-awaited IPO, this time at a rumored $4-6 billion valuation.

On episode LXVI of "In The Know" (April 4, 2025), ARK CEO/CIO Cathie Wood emphasizes the importance of understanding the political backdrop, particularly regarding tariffs and their implications for the economy. She also discusses the current macroeconomic landscape, focusing on the impact of fiscal and monetary policies, the ongoing rolling recession, and the potential for innovation to drive future growth.