Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

When will Optimus impact Tesla’s earnings? ARK estimates human-level task proficiency by ~late 2028, but it’s not the main story yet. Tasha Keeney, CFA notes in the March webinar that near-term earnings will likely still be driven by robotaxis.

ARK_Funds's profile picture

ARK Funds

24,505 subscribers

77,709 görüntüleme • 3 ay önce •via X (Twitter)

Bilim & Teknoloji
LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

Elon: Optimus Will Learn Tasks by Watching Videos and will "Move the Needle" on U.S. GDP “Optimus is a general-purpose robot that can learn by observing human behavior. You can demonstrate a task, verbally describe it, or even show it a video, and it will be able to do that task. It’s gonna be a very capable robot. Long-term, Optimus will have a very significant impact on the US GDP, it will actually move the needle on US GDP significantly.” Source: Tesla
0:33

Elon: Optimus Will Learn Tasks by Watching Videos and will "Move the Needle" on U.S. GDP “Optimus is a general-purpose robot that can learn by observing human behavior. You can demonstrate a task, verbally describe it, or even show it a video, and it will be able to do that task. It’s gonna be a very capable robot. Long-term, Optimus will have a very significant impact on the US GDP, it will actually move the needle on US GDP significantly.” Source: Tesla

Mario Nawfal

196,504 görüntüleme • 4 ay önce

Tesla's FSD 15 is compatible with AI4, Cybercab production is already ramping, and the safety data is there. Tasha Keeney, CFA shares why she's confident AI4 is the platform that will deliver robotaxi in our May webinar.
1:28

Tesla's FSD 15 is compatible with AI4, Cybercab production is already ramping, and the safety data is there. Tasha Keeney, CFA shares why she's confident AI4 is the platform that will deliver robotaxi in our May webinar.

ARK Funds

61,016 görüntüleme • 24 gün önce

$PLTR great earnings beat, but not out of the woods yet (still in a downtrend short-term). Here's exactly when to buy if Palantir turns red over the next few days. Do not be scared. Buy the red.
3:32

$PLTR great earnings beat, but not out of the woods yet (still in a downtrend short-term). Here's exactly when to buy if Palantir turns red over the next few days. Do not be scared. Buy the red.

StockWhale

68,766 görüntüleme • 4 ay önce

SpaceX is a top position in the ARK Venture Fund. What will happen when SpaceX goes public, and will it remain in the fund? Cathie Wood, Brett Winton, and Tasha Keeney explain. Holdings:
1:26

SpaceX is a top position in the ARK Venture Fund. What will happen when SpaceX goes public, and will it remain in the fund? Cathie Wood, Brett Winton, and Tasha Keeney explain. Holdings:

ARK Funds

117,968 görüntüleme • 2 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.
1:46

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.

ARK Invest

37,550 görüntüleme • 2 ay önce

Skeptics question Tesla’s Full Self-Driving (FSD). How can it launch if it’s not perfect yet? Tasha Keeney explains how remote operators can help bridge the gap with Sam Korus in "The Brainstorm."
0:59

Skeptics question Tesla’s Full Self-Driving (FSD). How can it launch if it’s not perfect yet? Tasha Keeney explains how remote operators can help bridge the gap with Sam Korus in "The Brainstorm."

ARK Invest

33,003 görüntüleme • 1 yıl önce

The robotaxi market could hit $34 trillion by 2030. Who captures most of that value? Tasha Keeney outlines ride-hail economics in our Q1 webinar. Watch now!
1:10

The robotaxi market could hit $34 trillion by 2030. Who captures most of that value? Tasha Keeney outlines ride-hail economics in our Q1 webinar. Watch now!

ARK Funds

407,741 görüntüleme • 1 ay önce

Tesla Optimus bot is ramping up fast! Analysts are cautious, but Elon Musk is aiming for 10,000 bots by year-end, with exponential scaling ahead. ARK's Tasha Keeney & Sam Korus break down why real-world AI is tougher than autonomy—and why Wall Street still doesn’t get it 🤷‍♀️ $TSLA ARK Invest Tasha Keeney Sam Korus
2:18

Tesla Optimus bot is ramping up fast! Analysts are cautious, but Elon Musk is aiming for 10,000 bots by year-end, with exponential scaling ahead. ARK's Tasha Keeney & Sam Korus break down why real-world AI is tougher than autonomy—and why Wall Street still doesn’t get it 🤷‍♀️ $TSLA ARK Invest Tasha Keeney Sam Korus

Herbert Ong

28,560 görüntüleme • 1 yıl önce

Tesla’s next year hinges on two main things. With political headwinds and economic forces seeming to impact demand, we believe the launch of a low-cost EV and robotaxis would provide a resolution. Cathie Wood shares her thoughts in our March webinar. April webinar coming soon!
1:26

Tesla’s next year hinges on two main things. With political headwinds and economic forces seeming to impact demand, we believe the launch of a low-cost EV and robotaxis would provide a resolution. Cathie Wood shares her thoughts in our March webinar. April webinar coming soon!

ARK Funds

31,570 görüntüleme • 1 yıl önce

ELON MUSK: "Optimus will actually eliminate poverty. Optimus will actually give people incredible medical care. Optimus will ultimately be better than the best human surgeon with a level of precision that that isn't possible, that is beyond human."
0:52

ELON MUSK: "Optimus will actually eliminate poverty. Optimus will actually give people incredible medical care. Optimus will ultimately be better than the best human surgeon with a level of precision that that isn't possible, that is beyond human."

DogeDesigner

1,678,579 görüntüleme • 7 ay önce

‘This is huge.’ Christopher Hope explains why pensioners will get a £500 rise in April under Labour’s triple lock, driven by 4.7% average earnings growth. ‘There’s no pot. It’s paid by taxpayers, including ones who haven’t even started working yet!'
2:40

‘This is huge.’ Christopher Hope explains why pensioners will get a £500 rise in April under Labour’s triple lock, driven by 4.7% average earnings growth. ‘There’s no pot. It’s paid by taxpayers, including ones who haven’t even started working yet!'

GB News

222,258 görüntüleme • 9 ay önce

British Airways owner IAG warned its annual profit will be lower than forecast, saying that soaring jet fuel costs and supply disruptions driven by the Iran war will weigh more heavily on earnings than previously expected
1:26

British Airways owner IAG warned its annual profit will be lower than forecast, saying that soaring jet fuel costs and supply disruptions driven by the Iran war will weigh more heavily on earnings than previously expected

Reuters

50,531 görüntüleme • 1 ay önce

Don’t be fooled by Tesla’s “Robotaxi service” in Houston and Dallas. It’s just another $TSLA stock pump from @ElonMusk ahead of tomorrow’s earnings. Tesla has just two “Robotaxis” operating in each city and customers are already reporting a litany of safety issues:
3:49

Don’t be fooled by Tesla’s “Robotaxi service” in Houston and Dallas. It’s just another $TSLA stock pump from @ElonMusk ahead of tomorrow’s earnings. Tesla has just two “Robotaxis” operating in each city and customers are already reporting a litany of safety issues:

Dan O'Dowd

22,115 görüntüleme • 2 ay önce

Nvidia's upcoming earnings will be key to determining the sustainability of Wall Street's massive AI-driven investments
1:27

Nvidia's upcoming earnings will be key to determining the sustainability of Wall Street's massive AI-driven investments

Reuters

26,250 görüntüleme • 7 ay önce

When will $TSLA stock skyrocket? For NVIDIA, this happened when earnings growth started to grow quarter on quarter. Analyst Cern Basher reveals when Tesla’s earnings will force a stock surge—just like NVIDIA in 2023. Tesla’s AI shift is happening sooner than expected! MUST WATCH for Tesla investors! Cern Basher
1:15

When will $TSLA stock skyrocket? For NVIDIA, this happened when earnings growth started to grow quarter on quarter. Analyst Cern Basher reveals when Tesla’s earnings will force a stock surge—just like NVIDIA in 2023. Tesla’s AI shift is happening sooner than expected! MUST WATCH for Tesla investors! Cern Basher

Herbert Ong

148,623 görüntüleme • 1 yıl önce

Another $TSLA earnings call where Elon Musk yet again says that Tesla will solve autonomy by the end of year. After a decade of failure, the latest version of FSD (12.5) still ignores Do Not Enter signs and will drive the wrong way down a one way street.
1:32

Another $TSLA earnings call where Elon Musk yet again says that Tesla will solve autonomy by the end of year. After a decade of failure, the latest version of FSD (12.5) still ignores Do Not Enter signs and will drive the wrong way down a one way street.

Dan O'Dowd

79,093 görüntüleme • 1 yıl önce

Tesla Earnings Reactions: Our Take - Episode #13 of The Gigacast ---------------------------------------------------------- 0:52 Preview of Tesla’s Upcoming Earnings Call 5:00 Will Vehicle Deliveries Dominate the Discussion? 5:45 Timeline for Unsupervised FSD Rollout 6:35 Progress on Tesla’s Affordable Vehicle Lineup 13:23 Impact of Tariffs on Tesla 18:25 Claim: “Tesla's Will Autonomously Drive to Your Home This Year” 22:00 Tesla’s Robotaxi Job Openings 25:50 Exploring Tesla’s AI Agents 30:50 How Tesla Integrates AI Across Operations 33:00 Bold Predictions for the Earnings Call 37:45 Demand for a Larger Tesla Family SUV 42:00 Tesla’s Earnings Projections 46:30 Spotlight on Tesla Jowua Accessories ----------------------------------------------------------
44:20

Tesla Earnings Reactions: Our Take - Episode #13 of The Gigacast ---------------------------------------------------------- 0:52 Preview of Tesla’s Upcoming Earnings Call 5:00 Will Vehicle Deliveries Dominate the Discussion? 5:45 Timeline for Unsupervised FSD Rollout 6:35 Progress on Tesla’s Affordable Vehicle Lineup 13:23 Impact of Tariffs on Tesla 18:25 Claim: “Tesla's Will Autonomously Drive to Your Home This Year” 22:00 Tesla’s Robotaxi Job Openings 25:50 Exploring Tesla’s AI Agents 30:50 How Tesla Integrates AI Across Operations 33:00 Bold Predictions for the Earnings Call 37:45 Demand for a Larger Tesla Family SUV 42:00 Tesla’s Earnings Projections 46:30 Spotlight on Tesla Jowua Accessories ----------------------------------------------------------

The Gigacast

20,767 görüntüleme • 1 yıl önce

🚨 Cathie Wood reaffirms her $2,600 $TSLA price target, saying robotaxis drive ~90% of Tesla’s valuation Her view is clear: Tesla is no longer just a car company. AI, robotaxis, energy, and humanoid robots are the real story. She sees Tesla Optimus alone becoming a $26 trillion opportunity by the end of the decade. Cathie Wood ARK Invest
1:45

🚨 Cathie Wood reaffirms her $2,600 $TSLA price target, saying robotaxis drive ~90% of Tesla’s valuation Her view is clear: Tesla is no longer just a car company. AI, robotaxis, energy, and humanoid robots are the real story. She sees Tesla Optimus alone becoming a $26 trillion opportunity by the end of the decade. Cathie Wood ARK Invest

Herbert Ong

109,614 görüntüleme • 5 ay önce

“They will not be judged by the color of their skin but by the content of their character." We’ve been doing that. It’s still always them.
1:02

“They will not be judged by the color of their skin but by the content of their character." We’ve been doing that. It’s still always them.

David Santa Carla 🦇

589,118 görüntüleme • 10 ay önce