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Free research on 5 key disruptive innovation themes we invest in: AI, robotics, biotech, energy storage, & blockchain. Disclosure: https://t.co/7lwRaEv61H

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The future doesn’t wait. Coming 🔜 #BigIdeas2026

The future doesn’t wait. Coming 🔜 #BigIdeas2026

106,037 Aufrufe

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Anya Rossi

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Tesla May Not Need China Anymore Key Points👇 00:00 - China Merger 6:33 - Merger Timing 8:00 - AI Costs 12:00 - Market Winners 20:36 - AI Hardware 24:03 - Physical Premium

Tesla May Not Need China Anymore Key Points👇 00:00 - China Merger 6:33 - Merger Timing 8:00 - AI Costs 12:00 - Market Winners 20:36 - AI Hardware 24:03 - Physical Premium

1,794,605 Aufrufe • vor 2 Monaten

SpaceX says over 90% of its future market is AI, not space. Daniel Maguire, ACA breaks down what that means: orbital data centers, a potential $28.5 trillion Total Addressable Market (TAM), and why Starship is the only vehicle that can get there.

SpaceX says over 90% of its future market is AI, not space. Daniel Maguire, ACA breaks down what that means: orbital data centers, a potential $28.5 trillion Total Addressable Market (TAM), and why Starship is the only vehicle that can get there.

1,538,782 Aufrufe • vor 3 Monaten

You may have heard our research on Tesla Robotaxis... Cathie Wood just rode one through Austin. No driver. No safety monitor. Ride along with Cathie as she shares her thoughts from the passenger seat, including a newly discovered line item for our model.

You may have heard our research on Tesla Robotaxis... Cathie Wood just rode one through Austin. No driver. No safety monitor. Ride along with Cathie as she shares her thoughts from the passenger seat, including a newly discovered line item for our model.

1,026,355 Aufrufe • vor 4 Monaten

One big differentiator between Waymo and Tesla? The ride model. Waymo requires partnerships and fleet control. Tesla can crowdsource its fleet, allowing owners to “opt in” like Airbnb hosts for autonomous rides. Sam Korus highlights more distinctions in "The Brainstorm."

One big differentiator between Waymo and Tesla? The ride model. Waymo requires partnerships and fleet control. Tesla can crowdsource its fleet, allowing owners to “opt in” like Airbnb hosts for autonomous rides. Sam Korus highlights more distinctions in "The Brainstorm."

2,738,588 Aufrufe • vor 1 Jahr

Starship’s Next Test Just Got More Interesting Tasha Keeney and Daniel Maguire on Starship Flight 14, the first V3 Starlink satellites to reach orbit, and the widening gap between SpaceX and other companies.

Starship’s Next Test Just Got More Interesting Tasha Keeney and Daniel Maguire on Starship Flight 14, the first V3 Starlink satellites to reach orbit, and the widening gap between SpaceX and other companies.

66,001 Aufrufe • vor 14 Tagen

“AI can bring about a world that Bitcoin was created to prevent from happening.” Unchained's Dhruv Bansal on why the two technologies are locked together and why he is glad Bitcoin got here first, on Bitcoin Brainstorm.

“AI can bring about a world that Bitcoin was created to prevent from happening.” Unchained's Dhruv Bansal on why the two technologies are locked together and why he is glad Bitcoin got here first, on Bitcoin Brainstorm.

108,358 Aufrufe • vor 1 Monat

Critics say pre-Initial Public Offering (IPO) companies like SpaceX, OpenAI, and Anthropic are money-losing companies with sky-high valuations. On FOX Business with Maria Bartiromo, Cathie Wood explained why those focused on short-term losses could be missing some of the biggest moats in the market.

Critics say pre-Initial Public Offering (IPO) companies like SpaceX, OpenAI, and Anthropic are money-losing companies with sky-high valuations. On FOX Business with Maria Bartiromo, Cathie Wood explained why those focused on short-term losses could be missing some of the biggest moats in the market.

231,290 Aufrufe • vor 4 Monaten

In a special video, Cathie Wood discusses the post-election landscape, likely seeing growth driven by tax cuts, healthcare, and innovation amid regulatory changes. She emphasizes the potential of multiomics and digital assets, urging investors to give them a fresh look.

In a special video, Cathie Wood discusses the post-election landscape, likely seeing growth driven by tax cuts, healthcare, and innovation amid regulatory changes. She emphasizes the potential of multiomics and digital assets, urging investors to give them a fresh look.

1,063,047 Aufrufe • vor 1 Jahr

We did not see this coming. The Tesla Robotaxi got a $75 ticket. Cathie Wood says it’s going straight into our model.

We did not see this coming. The Tesla Robotaxi got a $75 ticket. Cathie Wood says it’s going straight into our model.

203,880 Aufrufe • vor 4 Monaten

"We believe that growth rate is going to at least double, and we actually think that’s quite a conservative estimate." Cathie Wood in the September "In The Know."

"We believe that growth rate is going to at least double, and we actually think that’s quite a conservative estimate." Cathie Wood in the September "In The Know."

59,328 Aufrufe • vor 1 Monat

“Tesla is a leader in physical AI.” Tasha Keeney joins our Stock Stories series to break down how she believes Robotaxi, Optimus, and Terafab, its SpaceX-partnered project, could combine into tens of trillions of dollars.

“Tesla is a leader in physical AI.” Tasha Keeney joins our Stock Stories series to break down how she believes Robotaxi, Optimus, and Terafab, its SpaceX-partnered project, could combine into tens of trillions of dollars.

97,351 Aufrufe • vor 2 Monaten

Tasha Keeney: Here's What The Cybercab Changes

Tasha Keeney: Here's What The Cybercab Changes

54,598 Aufrufe • vor 1 Monat

The trade balance? This was predictable, says Cathie Wood. Why a growing deficit is the price of outgrowing everyone else, and why it gets offset by a capital surplus on "In The Know." Out now!

The trade balance? This was predictable, says Cathie Wood. Why a growing deficit is the price of outgrowing everyone else, and why it gets offset by a capital surplus on "In The Know." Out now!

59,050 Aufrufe • vor 1 Monat

We underestimated. Our Big Ideas 2026 charts are changing. In seven months: 7x token demand growth, chip spend estimates revised up, and Anthropic's annual recurring revenue passed Salesforce's. Frank Downing, Jozef Soja, Daniel Maguire, and Varshika Prasanna host an AI mid-year update.

We underestimated. Our Big Ideas 2026 charts are changing. In seven months: 7x token demand growth, chip spend estimates revised up, and Anthropic's annual recurring revenue passed Salesforce's. Frank Downing, Jozef Soja, Daniel Maguire, and Varshika Prasanna host an AI mid-year update.

52,563 Aufrufe • vor 1 Monat

"Here's one reason we think inflation is going to come down dramatically." Cathie Wood in the September In The Know. The new October ITK drops tonight!

"Here's one reason we think inflation is going to come down dramatically." Cathie Wood in the September In The Know. The new October ITK drops tonight!

28,231 Aufrufe • vor 21 Tagen

Japan sold $76 billion in US Treasuries in a single month. Turkey has drawn its reserves down to near zero, an 83% year over year collapse. Cathie Wood breaks down the foreign selling wave in the June "In The Know," and why 10-year yields are holding near 4.4% to 4.6% anyway.

Japan sold $76 billion in US Treasuries in a single month. Turkey has drawn its reserves down to near zero, an 83% year over year collapse. Cathie Wood breaks down the foreign selling wave in the June "In The Know," and why 10-year yields are holding near 4.4% to 4.6% anyway.

122,721 Aufrufe • vor 3 Monaten

ARK first sized the Starlink opportunity at $34 billion. SpaceX now puts the total addressable market (TAM) at $1.6 trillion. The difference? Building their own phased array antennas to crush the cost curve and unlock markets.

ARK first sized the Starlink opportunity at $34 billion. SpaceX now puts the total addressable market (TAM) at $1.6 trillion. The difference? Building their own phased array antennas to crush the cost curve and unlock markets.

137,276 Aufrufe • vor 4 Monaten

SpaceX shared a $100B annual recurring revenue target and is building enough compute capacity by next year to require the power output of 20 large nuclear reactors. Tasha Keeney and Daniel Maguire unpack SpaceX's Q2 earnings call—from AI capital spend to Starship's next test flight.

SpaceX shared a $100B annual recurring revenue target and is building enough compute capacity by next year to require the power output of 20 large nuclear reactors. Tasha Keeney and Daniel Maguire unpack SpaceX's Q2 earnings call—from AI capital spend to Starship's next test flight.

82,486 Aufrufe • vor 2 Monaten

Every year the average age of US truck drivers gets higher, and replacements aren't showing up. Gatik CEO Gautam Narang believes autonomous trucking is filling a gap the industry can't on its own. He joins Tasha Keeney on FYI to explain where Gatik fits in.

Every year the average age of US truck drivers gets higher, and replacements aren't showing up. Gatik CEO Gautam Narang believes autonomous trucking is filling a gap the industry can't on its own. He joins Tasha Keeney on FYI to explain where Gatik fits in.

55,110 Aufrufe • vor 1 Monat