ARK Invest
@ARKInvest • 815,142 subscribers
Investment advisor focused solely on disruptive innovation. Disclosure: https://t.co/7lwRaEv61H
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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."
ARK Invest2,737,252 views • 11 months ago
Mars isn’t just a destination but a guiding light for innovation. SpaceX’s breakthroughs, like Falcon 9’s reusable rocket, pave the way for Starship to revolutionize access to lower Earth orbit at unparalleled costs. Hear Cathie Wood and Sam Korus's insights in "In The Know."
ARK Invest1,915,536 views • 1 year ago
This week's Brainstorm: Our comprehensive analysis of mega-cap tech companies ⬇️ 0:00 — $700 B in CapEx, $1.5T in cloud backlog: ARK's mega-cap earnings recap 0:42 — Why we think Meta is the most misunderstood megacap right now 22:38 — Startups already spending as much on tokens as labor? Or is that crazy? 23:34 — Why we're more shocked by AI demand every week and what it means for the next 3 years 24:42 — The hidden leverage we think no one is watching anymore 25:37 — The Middle East data center money: is the AI build-out about to lose a major funder? Follow Brett Winton, Nick Grous, Sam Korus
ARK Invest110,598 views • 1 month ago
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.
ARK Invest1,063,047 views • 1 year ago
$60 Billion SpaceX Cursor Deal? This week on The Brainstorm ⬇️ 0:00 — SpaceX buying Cursor for $60 B? We think this is the reason why 6:05 — SpaceX has reportedly committed ~$310B in 12 months acquiring its way toward the AI frontier 9:55 — "If you're not getting rate-limited by Claude, you might just be bad at using AI" 12:24 — The compute crunch that could hit in 2 years, and why we think few are pricing it in 15:10 — Tim Cook is out. Could Apple finally be about to start cooking? 18:05 — The AI gap at Apple that, if Microsoft is any guide, could prove costly 20:14 — Why AirPods, not the iPhone, may be Apple's most underrated AI weapon 33:49 — OpenAI is building hardware with Qualcomm. Why we don't think it'll really be a "phone" 40:12 — Why Google could go from paying Apple ~$20B/yr to Apple paying Google
ARK Invest64,826 views • 1 month ago
Consensus says the US is going to grow its way deeper into a debt crisis. We think the US is going to grow its way out of deficits and into surplus, then take the debt down from there. Different starting assumption. Very different ending. Watch “In The Know” with Cathie Wood.
ARK Invest34,835 views • 27 days ago
ARK’s #BigIdeas2023 is here! Download our annual research report now!
ARK Invest402,080 views • 3 years ago