The reading room
Colossal CEO Ben Lamm says George Church's case that mammoth herds could cool the Arctic is disputed, including inside Colossal. He argues 10,000-plus mammoths would help the degraded tundra either way.
Colossal CEO Ben Lamm says governments must spend billions to freeze samples of species, citing his projection that half of biodiversity will be lost in 25 years. Colossal describes a Dubai biovault plan and has a U.S. agreement that does not obligate federal spending.
Colossal CEO Ben Lamm says frontier AI can't read one genome and prescribe fixes. For three to five years, he sees it bridging messy research papers and designing experiments. He argues large comparative genome data sets matter more than models.
Colossal CEO Ben Lamm says the company delivers 300+ genetic edits at once and is testing 1,000. He forecasts designing key traits in basic organisms within a decade. These are his own company claims, not independently verified.
Colossal Biosciences CEO Ben Lamm says the company will likely birth mammals fully outside a womb within 24 months. Its announced results so far are chicks from an artificial egg and marsupial embryos grown past mid-pregnancy.
Asked about figures on public fear of AI that Peter Diamandis cited without naming a source, ARK Invest's Cathie Wood said data centers will lower electricity costs over time and that she expects labor shortages, not broad job losses. These are her claims.
Asked about legal personhood for AI, Circle's Nikhil Chandhok described AI-run companies overseen by human boards and said AI raising capital over crypto networks is "probably" this decade. Liability and profits remain open questions.
Circle's Nikhil Chandhok argued that dollar stablecoins and tokenized assets draw global capital to the US, and ARK's Cathie Wood predicted a rising dollar. The SEC's recent steps are temporary relief and staff guidance, not final rules.
Circle's Nikhil Chandhok argued that AI agents should pay in USDC on Circle's Arc blockchain, citing cost, instant settlement and known validators. He said reaching millions of transactions a second remains an unsolved problem.
Circle's Nikhil Chandhok forecast in September 2026 that AI agents will outnumber people online next year. He argued they will need provable identities and public track records, such as blockchain logs, before being trusted with money.
ARK Invest's Cathie Wood argues that healthcare is AI's most profound application. She says the companies harnessing AI in healthcare are not big parts of the benchmark indexes, so she expects a swing from passive investing toward more active equity management. A later answer in the same session called healthcare the most undervalued theme. The recording does not confirm who gave it.
ARK Invest's Cathie Wood says stablecoins now fill an everyday-money role ARK once expected Bitcoin to play, but that Bitcoin keeps three other roles and ARK has not changed its forecast. She gave no date for $1 million.
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