• 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 […]

  • ark-disrupt-banner

    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 […]

  • ark-disrupt-banner

    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 […]