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Investment advisor focused solely on disruptive innovation. Disclosure: https://t.co/7lwRaEv61H

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The future doesn’t wait. Coming 🔜 #BigIdeas2026

The future doesn’t wait. Coming 🔜 #BigIdeas2026

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Coming tomorrow.

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The SpaceX IPO story is bigger than rockets. Tasha Keeney and Daniel Maguire join The Brainstorm team to unpack bull and bear cases on this week's episode. Watch here!

The SpaceX IPO story is bigger than rockets. Tasha Keeney and Daniel Maguire join The Brainstorm team to unpack bull and bear cases on this week's episode. Watch here!

75,991 görüntüleme • 8 gün önce

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."

2,737,252 görüntüleme • 11 ay önce

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."

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."

1,915,536 görüntüleme • 1 yıl önce

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

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

110,598 görüntüleme • 1 ay önce

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 görüntüleme • 1 yıl önce

$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

$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

64,826 görüntüleme • 1 ay önce

Is gold nearly done with this bull run? The gold-to-M2 ratio has now surpassed levels seen in the late '70s-early '80s, and the only time it was higher was during the Great Depression. Cathie Wood shares her thoughts in "In The Know." 🔗

Is gold nearly done with this bull run? The gold-to-M2 ratio has now surpassed levels seen in the late '70s-early '80s, and the only time it was higher was during the Great Depression. Cathie Wood shares her thoughts in "In The Know." 🔗

143,218 görüntüleme • 4 ay önce

What needs to happen for space-based data centers to scale? Lower launch costs and reusable systems could enable AI compute in orbit, easing terrestrial constraints and expanding infrastructure. Watch the "Big Ideas 2026" webinar to learn more. ARK Invest Europe

What needs to happen for space-based data centers to scale? Lower launch costs and reusable systems could enable AI compute in orbit, easing terrestrial constraints and expanding infrastructure. Watch the "Big Ideas 2026" webinar to learn more. ARK Invest Europe

70,379 görüntüleme • 1 ay önce

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.

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.

34,835 görüntüleme • 27 gün önce

Owning what’s next starts with identifying it. Here’s our biggest ideas recapped by Cathie Wood in a new "Big Ideas 2026" video. Download the full "Big Ideas 2026" report:

Owning what’s next starts with identifying it. Here’s our biggest ideas recapped by Cathie Wood in a new "Big Ideas 2026" video. Download the full "Big Ideas 2026" report:

139,262 görüntüleme • 4 ay önce

Money supply is rising faster than inflation. Cathie Wood says that is not a warning sign but a green light. Why? Watch the May "In The Know" now.

Money supply is rising faster than inflation. Cathie Wood says that is not a warning sign but a green light. Why? Watch the May "In The Know" now.

29,579 görüntüleme • 26 gün önce

As Iran’s military activity slows, attention should shift to its young population—a potential “coiled spring.” Cathie Wood explains in "In The Know" why a generation waiting for opportunity could accelerate innovation across the Middle East.

As Iran’s military activity slows, attention should shift to its young population—a potential “coiled spring.” Cathie Wood explains in "In The Know" why a generation waiting for opportunity could accelerate innovation across the Middle East.

79,350 görüntüleme • 2 ay önce

"Crypto is fundamentally the rails that AI is going to run on." Why? Co-founder and CEO of Alchemy Nikil Viswanathan (nikil.eth) Viswanathan discusses crypto's infrastructure on the latest episode of "For Your Innovation."

"Crypto is fundamentally the rails that AI is going to run on." Why? Co-founder and CEO of Alchemy Nikil Viswanathan (nikil.eth) Viswanathan discusses crypto's infrastructure on the latest episode of "For Your Innovation."

258,219 görüntüleme • 1 yıl önce

SpaceX + Tesla merger in 2026? The real question: does Tesla need to appreciate first as the market prices in robotaxi autonomy before any share swap? Sam Korus, Brett Winton, and Nick Grous discuss the timing, structure, and valuation in "The Brainstorm."

SpaceX + Tesla merger in 2026? The real question: does Tesla need to appreciate first as the market prices in robotaxi autonomy before any share swap? Sam Korus, Brett Winton, and Nick Grous discuss the timing, structure, and valuation in "The Brainstorm."

67,162 görüntüleme • 3 ay önce

What major breakthroughs are ahead for robotaxis? They’re already operating today, but the next unlock is scale and timing, which will be determined by a few key factors. Tasha Keeney details in an askARK on the Autonomous Vehicles section of Big Ideas 2026.

What major breakthroughs are ahead for robotaxis? They’re already operating today, but the next unlock is scale and timing, which will be determined by a few key factors. Tasha Keeney details in an askARK on the Autonomous Vehicles section of Big Ideas 2026.

37,461 görüntüleme • 1 ay önce

Real growth ≠ inflation rising. In fact, we believe that if real growth accelerates, inflation will come down. Cathie Wood explains why in our new "In The Know." Watch:

Real growth ≠ inflation rising. In fact, we believe that if real growth accelerates, inflation will come down. Cathie Wood explains why in our new "In The Know." Watch:

91,303 görüntüleme • 6 ay önce

Be the first to read. Join the waitlist:

Be the first to read. Join the waitlist:

70,425 görüntüleme • 4 ay önce

Director of Research, Autonomous Tech & Robotics / Director of Investment Analysis Tasha Keeney shares 3 main takeaways from the Autonomous Vehicles section of ARK's Big Ideas 2026.

Director of Research, Autonomous Tech & Robotics / Director of Investment Analysis Tasha Keeney shares 3 main takeaways from the Autonomous Vehicles section of ARK's Big Ideas 2026.

37,183 görüntüleme • 2 ay önce

Unlike past recoveries that lost momentum, Cathie Wood believes this one could mark a turning point where productivity drives GDP growth to the 5% range and sustains it. Hear more in the latest "In The Know."

Unlike past recoveries that lost momentum, Cathie Wood believes this one could mark a turning point where productivity drives GDP growth to the 5% range and sustains it. Hear more in the latest "In The Know."

108,440 görüntüleme • 8 ay önce

ARK’s #BigIdeas2023 is here! Download our annual research report now!

ARK’s #BigIdeas2023 is here! Download our annual research report now!

402,080 görüntüleme • 3 yıl önce