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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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The future doesn’t wait. Coming 🔜 #BigIdeas2026

The future doesn’t wait. Coming 🔜 #BigIdeas2026

106,033 次观看

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Anya Rossi

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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

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

1,778,120 次观看 • 28 天前

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.

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.

1,530,917 次观看 • 2 个月前

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!

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!

57,691 次观看 • 3 天前

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.

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.

52,061 次观看 • 4 天前

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.

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.

1,024,110 次观看 • 3 个月前

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."

2,738,588 次观看 • 1 年前

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

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

43,274 次观看 • 7 天前

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.

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.

58,364 次观看 • 13 天前

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

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

25,444 次观看 • 5 天前

“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.

“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.

97,100 次观看 • 25 天前

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.

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.

26,971 次观看 • 6 天前

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

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

203,807 次观看 • 2 个月前

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.

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.

29,593 次观看 • 10 天前

Critics say pre-Initial Public Offering (IPO) companies like SpaceX, OpenAI, and Anthropic are money-losing companies with sky-high valuations. On FOX Business with Maria Bartiromo, Cathie Wood explained why those focused on short-term losses could be missing some of the biggest moats in the market.

Critics say pre-Initial Public Offering (IPO) companies like SpaceX, OpenAI, and Anthropic are money-losing companies with sky-high valuations. On FOX Business with Maria Bartiromo, Cathie Wood explained why those focused on short-term losses could be missing some of the biggest moats in the market.

231,290 次观看 • 3 个月前

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.

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.

82,365 次观看 • 1 个月前

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

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

27,238 次观看 • 11 天前

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

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

51,826 次观看 • 26 天前

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 次观看 • 1 年前

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.

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.

26,593 次观看 • 13 天前