• food delivery, james wang, ark podcast, food delivery platform, fyi podcast

    The Future of Food Delivery with James Wang

    by | Podcast

    Food delivery platforms like GrubHub, Uber Eats, and Meituan are taking over the world. In this episode, ARK Internet Analyst James Wang shares his insights on the food delivery business and why he thinks this industry is about to take off now. He talks about the changing nature of our food consumption patterns and admits […]

  • food automation, food robot, automation in the food industry, restaurant robot, ark research, robotics, workforce, collaborative robots, jobs

    The Effects of Automation and Robots in the Food Industry with Sam Korus

    by | Podcast

    We are joined by our very own automation, energy, and space analyst, Sam Korus. Our topic of conversation is automation in the food industry and how robotics “in front and back of house” might change the industry. A simple reaction to more automated jobs is that it decreases the demand for human roles. However, Sam […]

  • automated food services, food robotics, automation, ark research

    Could Automating Food Services Create Jobs?

    by | Industrial

    While automation often causes fears of unemployment, history shows that robots can and do create jobs. Two relationships help explain how automation can increase employment: productivity gains relative to the price elasticity of demand for goods and services, and the shift from non-paid to commercial activity. Productivity in the food services industry has been relatively […]

  • thought leadership

    Climbing the Wall of Worry: Disruptive Innovation Could Add Fuel to This Bull Market

    by | Market Insights Review
    Mentioned Companies: CRSP, EDIT, GOOGL, NTLA

    The Equity Market Continues to Climb the Wall of Worry Concerned that the nine-year bull run has overstayed its welcome, many strategists have highlighted the narrow leadership of the US stock market as it has bucked weakening trends elsewhere in the world. Through June, the so-called FAANG stocks had accounted for 75% of the S&P […]

  • Waymo Banner

    UPDATE: 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 an autonomous taxi service in Chandler, Arizona. According to data from the California Department of Motor Vehicles,1 Waymo’s autonomous cars are improving rapidly […]

  • ark-disrupt-banner

    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 […]

  • Commercial Drones, drones, UAV, unmanned autonomous vehicle

    Who Will Benefit When Commercial Drones Take Off?

    by | Industrial

    Despite crippling regulatory battles, finally the commercial drones may be taking off. This year, Amazon gained FAA approval for testing delivery drones, and the FAA is in talks to relax the onerous line-of-sight requirement 1 for operators. When commercial drones are free to fly, the Association for Unmanned Vehicle Systems International (AUVSI) expects unmanned aerial vehicles (UAVs) […]

  • machine vision systems, amazon, retail robots, ark research, disruptive innovation research, ark invest

    Machine Vision Gives Robots a New Outlook on Life

    by | Industrial

    At Amazon, more than 15,000 Kiva robots work alongside employees on distribution center floors. At Lowe’s, robots guide customers to desired products. But why is the surge in robots taking place now? Key among the reasons is robots’ improved ability to sense and navigate through unfamiliar and changing environments. Particularly noteworthy are advances in machine vision […]

  • Employment, ark research, automation and Employment

    Automation Will Create Jobs in the Robotics Industry

    by | Industrial
    Mentioned Companies: ADEP, IRBT, ISRG

    According to a recent Oxford University study, automation will eliminate more than eight million American jobs by 2025. Astoundingly, during the next decade through 2035, the number of displaced workers will rise more than nine-fold to approximately 75 million.1 For perspective, the current civilian US labor force is 156 million. While robots will take jobs, […]

  • workforce, WWII, automation, robotics, employment, unemployment, ARK, ARKQ, ARK industrial innovation, industrial innovation, etfs, ark investment management, investing, investment management

    History Teaches Us the Workforce Will Adapt to Automation

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

    Automation improves productivity which, in the short-term, can hurt employment. Rapid changes in technology are beginning to impact every sector of the economy. Longer run, and counter-intuitively, automation should lead to a meaningful increase in employment, as opposed to the mass unemployment depicted in popular press. History offers reason for optimism for the U.S. workforce. Here […]

  • next generation robots, fast food, robots, restaurants, ark, ark investment management, investing, investment management, etfs, new york, innovation, disruptive innovation

    Robots Ask: Where’s the Beef?

    by | Industrial
    Mentioned Companies: BKW, CMG, MCD, WEN

    Next Generation Robots that automate the hamburger-making process could provide restaurants with speed, customization, and flexibility while saving them money. The food should taste better too! Restaurants are constantly trying to improve the speed and flexibility of order taking and delivery, which is a robot’s core competency. A Momentum Machines robot, for example, can prepare […]

  • agricultural sector, orn yields, corn production, ark, ark investment management, agriculture, agricultural innovation, innovation, disruptive innovation, india, china, new york, us, productivity, employment, etfs, investment management, investing, industrial innovation

    Automation of Global Agriculture Will Yield Significant Growth

    by | Industrial
    Mentioned Companies: DE, MON, TRMB

    Over the past few years, investors have been concerned about the outlook for the Indian and Chinese economies. The agricultural sector, however, would suggest that productivity gains could contribute significantly to their health and wealth. Technology and automation has powered efficiencies in the agricultural sector for centuries. The cotton gin, the plow, and the tractor […]

  • robots, automation, industrial innovation, workforce, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management, new york, david conway

    Robots Will Save Manufacturing Billions

    by | Industrial
    Mentioned Companies: KUKA

    In the near future, factories will replace more human workers with robots. The switch makes economic sense and from a cost perspective will be a boon to manufacturing. Replacing factory workers with industrial robots will save manufacturers money over the long-term in the United States, Germany, South Korea, Mexico, and even China. The initial cost […]

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

    Robots Could Save the Agriculture Sector Billions

    by | Industrial

    Automation has revolutionized the agricultural industry for centuries thanks to advancements such as the plow, tractor, GPS-controlled combine,  prescriptive planting technology, and now robots. As a result, yields have continued to improve while employment in the sector has declined dramatically. Over the years, many people have worried that the plow would replace their jobs in […]

  • Nurse Assistant Robots, health care, healthcare, robots, automation, industrial innovation, arkindu, nurse, doctors, assistants, ARK, ARK Investment Management, Innovation, ETF, Active management, thematic, investing, disruptive innovation, investment management, japan

    Nurse Assistant Robots Offer a Win-Win for the Health Care System

    by | Industrial
    Mentioned Companies: 8C4

    In the near future, nurse assistant robots may be required to help take care of the elderly.  Japan is a microcosm of trends that are going to impact most countries during the next 25 years. In Japan more than a third of the population will be senior citizens by 2025, up from just 12% in […]