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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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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

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.

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!

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.

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.

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."

We ordered a Zipline drone delivery. Tasha Keeney shares our thoughts.

64 infusions. $116 million in revenue. Less than 0.1% of eligible patients treated. Wall Street models CASGEVY at $1 to 2 billion. ARK's model says that's billions off. Ovid C. Amadi, PhD breaks down CRISPR Therapeutics for our Stock Stories series.

He asked an AI agent to pay for itself. Brett Winton shares what happened.

“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.

Back to back recessions. Double digit inflation. Monetary policy squeezing everything. Cathie Wood says today looks like early 1980. Hear what she learned watching it the first time.

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

A personalized cancer vaccine cuts melanoma mortality by roughly 50%. An AI agent finds forgotten money. And multiplayer agents threaten Microsoft’s moat. We break it all down on The Brainstorm. Watch.

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.

Frank Downing likens Grokbot to a Tesla Optimus move. Here's why.

“Something very important happened this week.” Cathie Wood on Japan's inflation problem.

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.

AI is wiping out the general and administrative tasks that used to stop founders before they started. Cathie Wood reflects on when she started ARK.