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Videos
CATHIE WOOD SAYS WAYMO ALREADY LOST THE ROBOTAXI RACE TO TESLA - Tesla is the only vertically integrated robotaxi platform, which is why its cost wins - Robotaxi costs will collapse from $3 per mile to 25 cents as Tesla scales - ARK estimates Waymo's cost structure in 2030 will be 50% higher
Ark Invest Tracker351,782 Aufrufe • vor 3 Monaten
BLACKROCK CEO LARRY FINK: WHY CHINA IS WINNING THE AI POWER RACE He says the AI race will come down to who can build enough electricity fast enough: - China is building 100 gigawatts of nuclear and close to 100 gigawatts of solar - Fink says China is getting set up for the AI revolution and the power it needs - He says moratoriums are not the answer, the focus should be delivering more power quickly without raising electricity prices
Ark Invest Tracker95,255 Aufrufe • vor 26 Tagen
CATHIE WOOD ON WHETHER ELON MUSK WILL COMBINE HIS COMPANIES: NOT YET She says the reason is $TSLA: - $SPCX and xAI combining did not surprise her. ARK has called convergence for years - But the robotaxi revolution is just beginning. He wants that story crystal clear to investors - Combining Tesla with anything right now would bury the thesis
Ark Invest Tracker160,676 Aufrufe • vor 1 Monat
CATHIE WOOD SAYS TESLA AND SPACEX WILL EVENTUALLY COMBINE She thinks the market is underestimating just how much sits inside that combination: - Tesla $TSLA ultimately combines with SpaceX $SPCX, making it the most powerful entity, with robotaxi and orbital data center opportunities together - Many are underestimating Optimus as an AI play - What used to be xAI, now SpaceX AI, is the frontier model, and she calls these multi-trillion dollar opportunities
Ark Invest Tracker66,484 Aufrufe • vor 22 Tagen
CATHIE WOOD: A GLOBAL FINANCIAL CRISIS COULD BE BREWING She's seeing the same signals from the 80s and 90s: -Countries like Turkey are defending their currencies aggressively -That pattern preceded the Asian crisis of the 90s -If they're forced to sell treasuries and gold, crises follow
Ark Invest Tracker136,755 Aufrufe • vor 1 Monat
CATHIE WOOD SAYS: ROBOTAXI IS ELON'S GIFT TO PATIENT TESLA $TSLA SHAREHOLDERS - Autonomous taxi market scales from $1B today to $10T in 5-10 years - Robotaxi flips Tesla's margins from 16% to 80-90% - Tesla's costs will be 50% lower than Waymo's by 2030
Ark Invest Tracker326,053 Aufrufe • vor 4 Monaten
TOM LEE: ROBOTS COULD BUILD YOU A LOUVRE FOR THE PRICE OF A HOUSE He sees robots unlocking home construction America can't do today: - Homes built by artists and robots, a Louvre carved from stone for the price of a normal house - The architecture Europe built by hand, recreated at scale - Amazon runs a million industrial robots to the nation's 400,000, making home construction its next addressable market
Ark Invest Tracker77,064 Aufrufe • vor 1 Monat
CATHIE WOOD SAYS SPACEX'S OPPORTUNITY IS 600X BIGGER THAN YOU THINK - Starlink TAM grew from $35B to $160B... then AI compute changed everything - SpaceX filed to launch 1 MILLION satellites for AI compute vs. 40,000 for Starlink - ARK says total TAM could be in the trillions
Ark Invest Tracker227,475 Aufrufe • vor 4 Monaten
WHY ARE GOVERNMENTS LETTING SAM ALTMAN SCAN YOUR EYEBALLS? Brett Winton says: - Posting your face on social media is 10,000x more dangerous than signing up for World ID. - Regulators want to own consumer data. That's the real reason they're blocking it. - World ID is banned in Brazil, Indonesia, Hong Kong, Spain and Kenya. - One $200M wire to the wrong person and every bank changes their mind fast.
Ark Invest Tracker165,424 Aufrufe • vor 3 Monaten
CATHIE WOOD SAYS $1.25 MILLION BITCOIN IS HER BULL CASE, NOT EVEN HER BASE CASE Her base case for Bitcoin bitcoin:native over five years is closer to $750,000, and the bull case rests on three forces: - Generational wealth transfer, since younger people are more likely to adopt a digital store of value over gold - Bitcoin as an insurance policy against fiscal and monetary neglect, especially in emerging markets, pulling people from stablecoins toward Bitcoin's greater appreciation potential - Institutional adoption, the biggest driver of all, since Bitcoin's low correlation to other assets means every allocator has a responsibility to examine it for better risk-adjusted returns
Ark Invest Tracker18,387 Aufrufe • vor 11 Tagen
ARK: SPACEX IS NO LONGER A ROCKET COMPANY After the largest IPO in history, the pitch to investors was about AI, not rockets: - SpaceX now tells investors more than 90% of its future market is AI, not space, after acquiring Elon Musk's xAI, its Grok models, and two of the most powerful data centers on Earth - The strategy is vertical integration: own the launch, the data centers, and the AI, with compute already rented to customers like Anthropic, Google, and Reflection AI - ARK estimates that at scale, sub $100 per kilogram launch costs make orbital data centers 25% cheaper to build than on the ground, in constant sunlight with nearly free energy
Ark Invest Tracker38,824 Aufrufe • vor 28 Tagen
JIM CRAMER: OWN TOO MUCH TECH RIGHT NOW AND YOU COULD GET BURNED China AI competition fears have him turning his back on tech entirely: - The Dow shed 307 points, S&P fell 0.19%, Nasdaq dipped 0.05%, after a strong open, all on AI-China hand-wringing - He'd rather own comprehensible names not subject to rumors: Goldman Sachs $GS, Wells Fargo $WFC, FedEx $FDX, Honeywell $HON, Boeing $BA - If those dip too, he says buy more, they're not swinging on Chinese headlines Thanks to our partners at Polymarket for surfacing this.
Ark Invest Tracker35,061 Aufrufe • vor 25 Tagen
ELON MUSK SAYS WHAT HE'S BUILDING FEELS TOO PRESPOSTEROUS TO BE REAL He compares his own life to simulation theory, then pivots to how closely AI is tracking his own predictions: - Starship is the largest, most powerful flying object ever made, and the plan is to launch it more than once an hour - He says AI's progress is happening pretty much exactly as he thought it would - He credits Ray Kurzweil's predictions about the approaching singularity as remarkably accurate
Ark Invest Tracker18,035 Aufrufe • vor 13 Tagen
BLACKROCK CEO LARRY FINK: SAME HEADCOUNT, $1 TRILLION MORE IN ASSETS He says technology and AI are helping BlackRock do more with the same team: - BlackRock’s $BLK headcount is unchanged, while the firm is up $1 trillion in assets - Technology is helping process more trades and more activity - Fink says AI is accelerating the code written alongside coders, which could drive higher margins
Ark Invest Tracker29,677 Aufrufe • vor 26 Tagen
OPENAI'S CFO SAYS: NO COMPUTE. NO REVENUE. - OpenAI is turning down business in 2026 because they don't have enough compute - Codex went from 100K to 2M developers in 3 months. - "If you do not have compute, you do not have revenue. That is one thing I know for sure."
Ark Invest Tracker106,408 Aufrufe • vor 4 Monaten
CATHIE WOOD SAYS: THE MOST UNDERESTIMATED PLACE FOR AI INNOVATION IS HEALTHCARE - AI will diagnose cancer from blood tests before symptoms appear - Pharma faces a $300B patent cliff in the next 5 years - That fear and caution is exactly where the opportunity is
Ark Invest Tracker101,696 Aufrufe • vor 4 Monaten