• Waymo Banner

    Why Has Waymo Taken So Long to Commercialize Autonomous Taxis?

    by | Industrial
    Mentioned Companies: BIDU, GM, GOOG, TSLA

    In November 2017, Waymo announced it was testing autonomous cars in Phoenix, without drivers behind the steering wheels but with safety engineers in the back seats. Next, the company plans to commercialize a ridesharing service. According to data from the California Department of Motor Vehicles,1 Waymo’s cars are improving rapidly enough to support a commercial launch […]

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    ARK Disrupt Issue 96: Online Auto Sales, Autonomous Cars, Self-Driving Computers, Fintech, and CRISPR

    by | News

    Please enjoy ARK Disrupt Issue 96. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]

  • ark-disrupt-banner-87

    ARK Disrupt Issue 87: Self-Driving Electric Trucks, Cryptomining, Ecommerce, and Image Recognition

    by | News

    Please enjoy ARK Disrupt Issue 87. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]

  • Industrial Robot Costs

    Industrial Robot Cost Decline

    by | Industrial

    According to ARK’s research, industrial robot1 costs will drop by roughly 65%, to levels much lower than most analysts now anticipate, by 2025. Combined with advances in machine learning and computer vision, this drop in costs should cause an inflection point in the demand for robots as they infiltrate new industries with more provocative use […]

  • ark disrupt issue 86

    ARK Disrupt Issue 86: Genome-Editing, Bitcoin, Fintech, and Autos

    by | News
    Mentioned Companies: AMZN, EBAY, ETSY, INTU, PYPL

    Please enjoy ARK Disrupt Issue 86. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]

  • China-Autonomous-Banner-1

    China’s Booming Autonomous Car Opportunity

    by | Industrial
    Mentioned Companies: BIDU, GM, NVDA, TSLA

    According to ARK’s research models, China will become one of the largest markets for autonomous mobility-as-a-service, reaching $2.5 trillion by 2030. At the same time, automobile sales in China could fall below expectations as a result of autonomous taxi services. Automakers with large exposure to China should launch autonomous cars in partnerships with local players […]

  • ark disrupt issue 83

    ARK Disrupt Issue 83: AI, Fintech, Autonomous EVs, and Cancer Breakthroughs

    by | News
    Mentioned Companies: AMZN, FB, GOOG, TCEHY

    Please enjoy ARK Disrupt Issue 83. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]

  • Collaborative Robots

    The Robots Are Coming… To Help You

    by | Industrial

    Based on our analysis, the robotics industry will be much larger than most experts anticipate, but it will not drive the unemployment rate up. Collaborative robots have become a disruptive force in the traditional industrial robots industry, and will turbocharge the demand for robots to levels far beyond current expectations. Historically, and to the surprise […]

  • big ideas 2017, big innovation ideas, innovation ideas, disruptive innovation, ark research, ark invest, big ideas ark invest

    Big Ideas 2017

    by | News

    Rooted in almost 40 years of experience, ARK Invest aims to identify large-scale investment opportunities resulting from technological change. We believe innovation is key to growth. From a broad spectrum of disruptive innovations, Big Ideas represents our annual breakout of technologies that we believe will accelerate significantly in the months ahead. Each section provides you with a brief introduction before illustrating […]

  • auto-loans-banner

    A Crisis Brewing for Auto Loans?

    by | Industrial

    An unexpectedly rapid rise of both ride-sharing and autonomous taxis seems likely to threaten all three of the factors that historically have supported a predictable car loan market. Since 2010, auto loans have increased more than 70% or $0.5 trillion as shown below. In our view, disruptive innovation is primed to hit the auto loans […]

  • ARK Disrupt Issue 76 Banner

    ARK Disrupt Issue 76: Artificial Intelligence, Payments, Cryptoassets

    by | News
    Mentioned Companies: GOOG, PYPL

    Please enjoy ARK Disrupt Issue 76. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]

  • ARK Disrupt Issue 61

    ARK Disrupt Issue 61: Automation, Robotics, Machine Learning, and Bitcoin

    by | News
    Mentioned Companies: BABA, BIDU, GM, GOOG, MSFT, TCEHY

    Please enjoy ARK Disrupt Issue 61. This blog series is based on ARK Brainstorming, a weekly discussion between our CEO, Director of Research, thematic analysts, ARK’s theme developers, thought leaders, and investors. It is designed to present you with the most recent innovation takeaways and to keep you engaged in an ongoing discussion on investing in […]

  • self-driving car banner image

    Self-Driving Cars: 7 Takeaways For Innovation Investors

    by | Industrial

    In a recent research report (available for download here) ARK illustrates that before 2020 fully autonomous vehicles could become commercially available, enabling the rise and rapid growth of autonomous taxi networks. These networks should decrease the cost and inconvenience of point-to-point mobility dramatically, spurring a transformative boost in economic productivity. As a result, the traditional […]

  • Tesla Model 3

    Could the Tesla Model 3 Become the Cheapest Car on the Road?

    by | Industrial
    Mentioned Companies: TSLA

    ARK believes the advent of autonomous electric vehicles will change the economics of car ownership as we know it. For instance, if the Tesla Model 3 debuts with fully autonomous capability, it will effectively become the most affordable car on the road. The last section of Elon Musk’s Second Master Plan reads, “You will also […]

  • Tesla production efficiency, tesla production, tesla step function, tesla innovation, ark research

    Tesla’s Production Efficiency: The Next Moving Assembly Line

    by | Industrial
    Mentioned Companies: BMW, TM, TSLA

    Henry Ford revolutionized the transportation industry when he introduced the moving assembly line into his factories. It wasn’t the introduction of a new car, but the increase in production efficiency that changed the industry dynamics. It seems unimaginable that vehicle production efficiency has barely improved in the last 100 years. Because of the stasis in […]

  • 3d printing market, invest in 3d printing, 3d printing innovation, 3d printing market growth

    3D Printing Market: Analysts Are Underestimating the Future

    by | Industrial
    Mentioned Companies: ADSK, DDD, GE, LMT, SSYS, XONE

    UPDATE: This article has been updated as of April 20, 2016 with the most recent 3D printing market data available. The size of the 3D printing market could grow by orders of magnitude in the next decade. Wall Street estimates a three to six fold increase from present reports, and Wohler’s doubled their forecast from 2013 […]

  • jobs report, ark invest, Catherine wood, cathie wood, invest in innovation, economic, financial research

    Stocks Pare Gains After Strong Jobs Report

    by | News
    Mentioned Companies: DDD, MTLS, SSYS, XONE

    ARK Invest CEO/CIO, Cathie Wood sits down with Yahoo Finance‘s Jen Rogers to discuss why the blowout February jobs report was actually good news. She also analyzes the market’s response to a potential Trump nomination. In addition, Cathie explains why good news is actually becoming good news, despite the recent period of uncertainty and volatility. “Anyone […]

  • retail robots, ark research, robotics, invest in innovation, amazon, amazon robots, retail innovation, retail logistics

    Retail is Ready for Robots

    by | Industrial
    Mentioned Companies: AMZN, BBY, LOW, PNRA, RL, TGT, WMT

    The Retail Robot is ready to transform shopping. Robotics have shown their worth in the manufacturing industry, increasing product quality while reducing factory footprint, production time, and costs. Now they are ready to bring the advantages of automation to retail. For the past four years gross margins have been falling for major retailers, but Amazon is […]

  • Labor Market, Automation, Workforce, ARK Research, Labor market friction

    The Steep Cost of Labor Market Friction: $630 Billion

    by | Industrial
    Mentioned Companies: AHEXY, CSOD, LNKD, MAN, RANJY, RHI, WDAY

    Friction in the labor market costs the U.S economy more than $630B per annum as shown in the chart below. Given ARK’s expectations for an acceleration in job turnover thanks to automation, this number should be expected to grow. Bad news? Not for everyone: these frictions present tremendous opportunity for companies that help firms reduce […]

  • grocery robots, robots, automation, grocery stores, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management, arkq, industrial innovation, arkindu

    Automation: Growing the Economy and Creating Jobs

    by | Industrial

    Today, the Third Industrial Revolution is upon us, cutting across sectors to weave robots and adaptive algorithms into the fabric of our lives. Advancements in sensors, mechanical systems, wireless communication, computing, cameras, and other technologies have enabled advanced robotics and automation systems. Autonomous vehicles may be just around the corner. Robots can vacuum floors, write […]