• Industrial-Robot-Cost-Declines-Banner

    Industrial Robot Cost Declines Should Trigger Tipping Points in Demand

    by | Industrial

    This piece was originally published on 08.07.17 and updated on 01.16.19. According to ARK’s research, industrial robot1 costs will drop by 50-60%, 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 […]

  • 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 […]

  • autonomous-delivery-robot-banner

    Autonomous Delivery Robots Could Lower the Cost of Last Mile Delivery by 20-Fold

    by | Industrial
    Mentioned Companies: APRN, HFG.F

    “The primary thing that any technology startup must do is build a product that’s at least 10 times better at doing something than the current prevailing way of doing that thing.”1 – Ben Horowitz How could a cooler on wheels traveling four miles per hour change logistics as we know it today? ARK’s research suggests […]

  • ark-disrupt-banner 131

    ARK Disrupt Issue 131: Cryptoassets, AI, Fintech, Robots, Autonomous Cars, and Genes

    by | News
    Mentioned Companies: GOOG, KR, TCEHY

    Please enjoy ARK Disrupt Issue 131. 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 130

    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 […]

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    ARK Disrupt Issue 129: AI, Blockchain Technology, Autonomous Cars, Robots, and CRISPR

    by | News

    Please enjoy ARK Disrupt Issue 129. 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 122: Subscription Models, Remittances, & CRISPR

    by | News
    Mentioned Companies: AAPL, AMZN, GOOG, NFLX, SPOT, TER

    Please enjoy ARK Disrupt Issue 122. 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 […]

  • big ideas, bid ideas 2018, ark big ideas, big ideas research, big disruptive innovation ideas, ark invest big ideas, next big thing, next big idea

    Big Ideas 2018

    by | Market Insights

    Since our founding in 2014, ARK Invest has had one focus: Disruptive Innovation. We define disruptive innovation as the introduction of a technologically enabled new product or service that is going to change the way the world works and make it a better place. Seeking to educate investors and innovation enthusiasts, ARK decided to publish […]

  • autonomous Mobility-as-a-Service, MaaS, ARK invest, autonomous cars, autonomous vehicles, ark research, video

    The Future of Transport is Autonomous Mobility-as-a-Service

    by | Industrial
    Mentioned Companies: BABA, BIDU, GM, GOOG, SFTBY, TCEHY, TM, TSLA

    The future of transport is autonomous Mobility-as-a-Service (MaaS). Spanning from personal MaaS, where autonomous taxi platforms will make point to point travel cheaper, more convenient, and even safer to Logistics-as-a-Service – where autonomous electric trucks and drones will deliver goods for a fraction of today’s cost. Watch our video below to hear ARK Industrial Innovation Analyst, […]

  • 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 […]

  • 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 […]

  • 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 […]

  • Deep learning grow robotics

    Could Deep Learning Grow the Robotics Market Ten-Fold (or More)?

    by | Digital
    Mentioned Companies: AMZN

    Deep learning—a machine learning algorithm that is setting performance records in vision, speech, medical diagnosis, and other fields1—could have a profound impact on the robotics industry. Despite their widespread use in manufacturing, robots are expensive and difficult to program. For most businesses, robots are not useful, at least not yet. In 2015, global unit sales […]

  • 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 […]

  • fang stocks, catherine wood, cathie wood, cnbc, ark invest

    CNBC: Time to Take A Bite Out of FANG Stocks

    by | News
    Mentioned Companies: AAPL, AMZN, FB, GOOG, NFLX

    ARK Invest CEO/CIO, Catherine Wood sits down with CNBC Squawk Box to discuss FANG stocks: Facebook, Apple, Netflix, and Google. She explains that these large-cap companies are leading the charge on artificial intelligence and machine learning as a service, which will sustain the current cycle in which the winner takes most. “I think Amazon has […]

  • LiDAR system, Cost per mile of vehicle, low cost lidar, lidar, shared autonomous vehicles, autonomous cars, google, GOOG, ark, ark investment management, ARKindu, ARKQ, industrial innovation

    Low Cost LiDAR Will Save Lives

    by | Industrial
    Mentioned Companies: GOOG

    UPDATE (02/13/16): At CES2016 Quanergy announced the future release of a solid-state system that will cost $250 or less per unit, or $1,000 or less per car.1 This is a dramatic price drop from the $70,000 Velodyne LiDAR system in Google’s original prototype. Though we had anticipated these cost declines in our analysis below, they serve […]

  • 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 […]

  • drone delivery, amazon drone, Amazon Prime Air, AMZN, ARK research

    Amazon Drones Could Deliver a Package in Under Thirty Minutes for One Dollar

    by | Industrial
    Mentioned Companies: AMZN, FDX, UPS

    This piece has been updated since its original publication. For a detailed explanation of our research assumptions about drone delivery click here. Update: We published this article back in April 2015 relatively shortly after Amazon’s first announcement of Amazon Prime Air. This week we finally received new insights into the drone delivery program. The Seattle-based retailer […]

  • 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 […]

  • Uber Uses Shared Autonomous Vehicles, shared autonomous vehicles, ARK Research, SAV, Uber, Industrial Innovation

    What If Uber Were To Adopt Shared Autonomous Vehicles (SAVs)?

    by | Industrial
    Mentioned Companies: CAR, GM, TSLA

    If Uber uses shared autonomous vehicles (SAVs), it could charge as little as $0.35 per mile1, much less than the $0.70 per mile that individuals pay, both directly and indirectly, to drive their own cars today. While individual car ownership will not disappear entirely, it is likely to fall precipitously shorter term in the sharing economy thanks to […]

  • 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 […]

  • ARK Invest, Industrial Innovation, Retail Robots, automation, robotics, innovation

    Retail Robots: “How May We Help You?”

    by | Industrial

    Lowe’s recently announced that robots will help customers locate merchandise in select stores. Retail robots reduce costs and improve the efficiency of customer service by performing menial sales tasks, freeing employees to assist customers with higher value interactions. To avoid paying employee salaries and benefits over the life of a retail sales robot, a company […]

  • 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 […]

  • Artificially Intelligent Psychologist, ark research

    Artificially Intelligent Psychologists

    by | Health
    Mentioned Companies: AAPL, GOOG, MSFT, NUAN

    Many people are more comfortable talking to robot psychologists than to humans. A recent study measured how well patients interacted with an artificially intelligent psychologist named Ellie. Some participants were told that humans controlled the avatar with which they were interacting, while others believed the avatars were independent of human control. Interestingly, study participants were less […]

  • 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 […]

  • Africa, farming, arable land africa, cereal yield africa, cereal yield, arable land, united states, us, ark, ark investment management, investment management, investing, new york, etfs, research, innovation, disruptive innovation,

    Africa: The Final Farming Frontier

    by | Industrial
    Mentioned Companies: AGCO, CNHI, DD, DE, MON, SYT

    As Africa moves through a structural transformation driven by agricultural innovation, several companies are capitalizing on the shift. Technology upgrades will allow African farmers to farm more land in less time, helping to feed the continent’s booming population. Improved yields, labor productivity, and economies of scale will reshape the African continent. Sub-Saharan Africa has considerable […]

  • 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 […]

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

    The Fast Farming Future – New Age Farming Technology

    by | Industrial
    Mentioned Companies: DD, DE, MON, TRMB

    Thanks to advancements in farming technology and data collection, farmers are planting faster and more efficiently than ever before. In 2013, farmers planted 41 million acres of corn in one week, or 43% of the annual US harvest. By comparison, in 1983 they planted a mere 16 million acres, roughly a quarter of total domestic harvest.1 […]

  • 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 […]