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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

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 Tracker

351,782 просмотров • 3 месяцев назад

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

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 Tracker

95,255 просмотров • 26 дней назад

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

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 Tracker

160,676 просмотров • 1 месяц назад

WAYMO vs TESLA 3,000 Waymos on the road vs 500,000 Teslas built in one quarter. Autonomy isn’t the race anymore. Manufacturing scale is.

WAYMO vs TESLA 3,000 Waymos on the road vs 500,000 Teslas built in one quarter. Autonomy isn’t the race anymore. Manufacturing scale is.

Ark Invest Tracker

660,137 просмотров • 7 месяцев назад

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

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 Tracker

66,484 просмотров • 22 дней назад

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

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 Tracker

136,755 просмотров • 1 месяц назад

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

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 Tracker

326,053 просмотров • 4 месяцев назад

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

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 Tracker

77,064 просмотров • 1 месяц назад

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

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 Tracker

227,475 просмотров • 4 месяцев назад

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.

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 Tracker

165,424 просмотров • 3 месяцев назад

AI is coming quick In 2026 AI tools like Perplexity Computer can now one-shot popular apps like Flighty Imagine what all this will look like in 2036 👀

AI is coming quick In 2026 AI tools like Perplexity Computer can now one-shot popular apps like Flighty Imagine what all this will look like in 2036 👀

Ark Invest Tracker

210,040 просмотров • 5 месяцев назад

CATHIE WOOD: TRUMP WILL BUY 1 MILLION BITCOIN She says 2026 midterms matter. Trump doesn’t want to be a lame duck, and buying Bitcoin for a US strategic reserve helps secure another productive term. Crypto isn’t fringe. It’s political capital.

CATHIE WOOD: TRUMP WILL BUY 1 MILLION BITCOIN She says 2026 midterms matter. Trump doesn’t want to be a lame duck, and buying Bitcoin for a US strategic reserve helps secure another productive term. Crypto isn’t fringe. It’s political capital.

Ark Invest Tracker

267,060 просмотров • 7 месяцев назад

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

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 Tracker

18,387 просмотров • 11 дней назад

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: 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 Tracker

38,824 просмотров • 28 дней назад

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.

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 Tracker

35,061 просмотров • 25 дней назад

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

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 Tracker

18,035 просмотров • 13 дней назад

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

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 Tracker

29,677 просмотров • 26 дней назад

Cathie Wood says “If the dollar becomes as good as gold, why hold gold?” She thinks the dollar could strengthen as 🇺🇸 returns rise and foreign investment increases, comparing it to the Reaganomics era. $BTC $GLD

Cathie Wood says “If the dollar becomes as good as gold, why hold gold?” She thinks the dollar could strengthen as 🇺🇸 returns rise and foreign investment increases, comparing it to the Reaganomics era. $BTC $GLD

Ark Invest Tracker

230,935 просмотров • 9 месяцев назад

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."

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 Tracker

106,408 просмотров • 4 месяцев назад

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

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 Tracker

101,696 просмотров • 4 месяцев назад