• Tesla Valuation

    Tesla Valuation Model: Are Investors Stuck in Reverse?

    by | Industrial
    Mentioned Companies: TSLA

    Last August, we wrote an open letter to Elon Musk and Tesla’s Board of Directors with an extract from our Tesla valuation model that communicated why privatizing Tesla at $420 per share would deprive shareholders, many of whom have supported the company for years, of significant returns. We believed then, and even more so now, […]

  • Blog-Banner-Template-Model-3-vs-Camry

    The Model 3 Is Cheaper to Own Than a Toyota Camry

    by | Industrial

    The long-range Model 3’s sticker price is $44,500, roughly 85% higher than that of a Toyota Camry; yet, ARK’s research shows that the Model 3 could be the better deal over a three-year period. Early this year, Kelley Blue Book (KBB) published its Best Resale Value Awards for 2019. According to KBB,1 over a three-year […]

  • elon-musk-podcast-banner

    Takeaways from Our Recent Podcast with Elon Musk

    by | Industrial
    Mentioned Companies: GM, NVDA, TSLA

    On February 13th, we sat down with Elon Musk in Fremont, California for an episode of our FYI – For Your Innovation podcast. We discussed Elon’s estimates for the global electric vehicle (EV) market, Tesla’s autonomous strategy, misperceptions about Tesla’s strategy, and Tesla’s willingness to open its platform to other automakers. Here are some of […]

  • elon musk, podcast elon musk, tesla ark, elon musk podcast guest, elon musk ark invest, ark elon musk

    On the Road to Full Autonomy With Elon Musk

    by | Podcast

    Today we are thrilled to be in Fremont, CA with Tesla CEO Elon Musk. In this episode Tasha Keeney, Analyst at ARK Invest and Cathie Wood, Founder, CEO, and CIO at ARK Invest chat with Elon about the future of Tesla and autonomous driving. The podcast conversation kicks off by sizing the upcoming boom in […]

  • February mARKet Update Webinar

    by | Market Insights Webinar

    February mARKet update Spotlight: Mobile Payments, Maxwell Technologies, Bitcoin’s Lightning Network, & Spotify   ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent […]

  • Wright's-Law-Banner

    Moore’s Law Isn’t Dead: It’s Wrong – Long Live Wright’s Law

    by | Market Insights

    Yes, the most famous technology forecast of all time—Gordon Moore’s prediction that the number of transistors on a chip would double every two years—confuses why and how technology costs decline. It focuses on the wrong variable: time. When he wrote “every two years” in forecasting the doubling of transistor density and consequent halving of computation […]

  • micromobility, future of transportation, fyi podcast, ark podcast

    Micromobility and the Future of Transportation with Horace Dediu

    by | Podcast

    In this episode of the For Your Innovation Podcast, we chat with Horace Dediu of Asymco about his ideas on micromobility. With the unpredictable and burgeoning market that Horace is immersed in and fascinated by, there is so much to unpack and discuss in terms of possibilities and implications. This discussion offers a large array […]

  • Tesla Resembles Apple ARK Invest

    Tesla Through the Lens of Apple

    by | Digital Industrial
    Mentioned Companies: AAPL, F, GM, GOOG, SSNLF, TCEHY, TSLA, VWAGY

    From 2007 to 2018, Apple’s revenue and market capitalization grew roughly tenfold1—making it the most celebrated technology growth story of the 21st century. Apple’s growth was fueled by the most productive period in the company’s history with the release of the iPhone, iPad, Apple Watch, and App Store—each generating sales on par with a Fortune 500 […]

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    ARK Disrupt Issue 142: Electric Air Mobility, Apple Watch, Fintech, & CRISPR

    by | News
    Mentioned Companies: AAPL, JD, NTLA, PYPL, V

    Please enjoy ARK Disrupt Issue 142. 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 […]

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    ARK Disrupt Issue 141: EVs, Nodes, Servers, Fintech, & Gene Editing

    by | News

    Please enjoy ARK Disrupt Issue 141. 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 […]

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    ARK Disrupt Issue 139: Tech Cost Declines, AI, Bitcoin, Fintech, & Micro Mobility

    by | News
    Mentioned Companies: AAPL, BABA, C, GOOG, IBM, MSI, PYPL, T, TCEHY, V

    Please enjoy ARK Disrupt Issue 139. 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 […]

  • tesla-autonomous-opportunity-banner

    Tesla’s Autonomous Opportunity is Severely Underappreciated

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

    ARK believes that analysts may be overlooking Tesla’s largest addressable market – autonomous mobility-as-a-service (MaaS). During its earnings call last week, Tesla introduced its Autopilot team for the first time as speakers during the prepared remarks. Based on the information presented by the Autopilot team on the performance characteristics of its in-house chip, we believe […]

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    ARK Disrupt Issue 137: Autonomous Tech, EVs, AI, and CAR-T

    by | News
    Mentioned Companies: BMW.DE, DAI, GEELYF, GILD, NVS, TSLA

    Please enjoy ARK Disrupt Issue 137. 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 […]

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    ARK Disrupt Issue 135: Scooters, Autonomous Vehicles, Social Media, Crypto, & Fintech

    by | News
    Mentioned Companies: AN, CAR, FB, GOOG, GOOGL, JD, LC, TWTR, WMT

    Please enjoy ARK Disrupt Issue 135. 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 […]

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    ARK Disrupt Issue 133: AR, Cryptoassets, EVs, Drones, & Balloons

    by | News
    Mentioned Companies: AMZN, BABA, GOOG, GOOGL, TSLA

    Please enjoy ARK Disrupt Issue 133. 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 […]

  • July market update

    July mARKet Update Webinar

    by | Market Insights Webinar

    July mARKet update Spotlight: Autonomous Delivery Robots and The Changing Landscape for Semiconductors.   ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent […]

  • Cobalt Banner

    Cobalt Won’t Slow Down EV Adoption

    by | Industrial
    Mentioned Companies: GM, TSLA

    In the past two years cobalt prices have more than tripled from roughly $25,000 per metric ton to more than $79,0001 in response to supply constraints anticipated as electric vehicles (EVs) continue to gain traction. In 2017, the Congo accounted for 58% of global cobalt production, explaining the fear that geopolitical instability will cause shortages. […]

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    ARK Disrupt Issue 130: IGTV, Venmo, Electric Vehicles, Industrial Robots, and DNA Storage

    by | News
    Mentioned Companies: AMZN, F, FB, GOOG, LULU, PYPL, sq

    Please enjoy ARK Disrupt Issue 130. 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, market update, ark invest, market review, CRISPR, innovation

    June mARKet Update Webinar

    by | Market Insights Webinar

    June mARKet update Spotlight: Market Review, macroeconomic headwinds, CRISPR, autonomous vehicles   ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, […]

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    ARK Disrupt Issue 125: Autonomous Vehicles, DNA Sequencing, Deep Learning, & Fintech

    by | News
    Mentioned Companies: GOOG, PYPL, TSLA

    Please enjoy ARK Disrupt Issue 125. 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 […]