• Remote Operator

    Baby, You Can Drive My Autonomous Car

    by | Industrial
    Mentioned Companies: GM, GOOG

    Both GM and Alphabet are planning to launch autonomous taxi services this year.1 Because autonomous vehicles will not be able to drive without human help 100% of the time, a remote operator will have to assist. Before autonomous taxis commercialize, professionals probably will drive or direct vehicles remotely, especially during emergencies. According to ARK’s research, […]

  • autonomous-vehicle-adoption-forecast-banner

    In the Rear-View Mirror, Self-Driving Cars May Be Closer Than They Appear

    by | Industrial
    Mentioned Companies: FCAU, GM, GOOG, GOOGL, HMC, TSLA, TTM, VLKAY

    In the analysis that shaped our whitepaper, “Mobility-as-a-Service: Why Self-Driving Cars Could Change Everything,” ARK forecasted first, that commercial autonomous taxis would arrive in 2019 and second, that in the U.S. one out of every thousand miles, or 0.1%, would be driven autonomously by 2020, as shown below. Since that publication, Waymo and GM’s Cruise […]

  • ark-disrupt-banner 111

    ARK Disrupt Issue 111: Autonomous Technology, Deep Learning, and Lab Grown Meat

    by | News
    Mentioned Companies: AAPL, GM, GOOGL, TSLA, TSN

    Please enjoy ARK Disrupt Issue 111. 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 […]

  • 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, […]

  • autonomous taxi platform banner

    What If Autonomous Taxis Arrive Late…?

    by | Industrial

    Upon launch, autonomous vehicles could deliver the convenience of an Uber at one tenth of the price.1 As a result, autonomous taxi platforms could generate trillions of dollars in revenue by the late 2020s. Discounting and valuing the expected cash flows, ARK estimates that the leading autonomous taxi platforms should be valued at more than […]

  • 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 […]

  • traffic will increase, self-driving cars, mobility as a service, autonomous taxis, ark research, white apper

    Self-Driving Cars: Why Traffic Could Increase to 3X Today’s Level

    by | Industrial

    ARK expects that before 2020 fully autonomous vehicles will 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, we believe traffic will increase almost three-fold by 2030. Autonomous taxi platforms will allow […]

  • 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 […]

  • Autonomous Taxi Market

    The Autonomous Taxi Market: Worth 3X The Value of All Auto Manufacturers in 5 Years?

    by | Industrial
    Mentioned Companies: BMW, GOOG, TM, TSLA, VW

    Autonomous taxis will create a tremendous amount of value for consumers and expand the mobility-as-a-service (MaaS) market dramatically, according to ARK. Today’s automakers and MaaS players, like Uber, Lyft, and Didi, will need to offer autonomous taxi services to stay competitive. ARK estimates that the companies with successful autonomous strategies stand to profit from a […]

  • autonomous

    Autonomous Taxis Will Overhaul the Global Auto Industry

    by | Industrial
    Mentioned Companies: F, GM, GOOG, NFLX, TSLA

    ARK believes that shared car services like Uber and Lyft already are impacting auto sales, and that autonomous cars will push this trend into overdrive. In developed markets, our research shows that auto sales will collapse over the next decade, eventually reaching equilibrium at roughly half of today’s levels. By contrast, in the developing world, […]

  • Shared Autonomous Vehicles Taxis

    Shared Autonomous Vehicles Will Make Ride Services 30 Times More Attractive

    by | Industrial
    Mentioned Companies: GOOG

    Uber rang the bell for a radical shift in the transportation industry, adding lower prices to the convenience of the taxi model. During the next ten years, we think shared autonomous vehicles (SAVs) will disrupt the transportation industry even more radically. As shown in ARK’s recent research, Google could introduce a shared autonomous car system […]

  • autonomous taxis, innovation research, invest in autonomous cars, autonomous taxis research

    Autonomous Taxis Could Be Cheaper Than Walking

    by | Industrial
    Mentioned Companies: CAR, GM, GOOG, NFLX, TSLA

    Shared autonomous vehicles (SAVs) will change the way we commute completely. ARK believes SAVs will not only be transformative from a public health perspective, but that they will deliver more value to consumers than any other form of transportation as measured by cost and convenience. ARK’s research shows that even walking–assuming a $3.99 Big Mac’s worth […]

  • savs, shared autonomous vehicles, SAVs, Google, automakers, ford, gm, personal vehicles, cost, industrial innovation, arkq, arkindu, ark invest, ark investment management

    Shared Autonomous Vehicles: A Multi-Hundred-Billion Dollar Opportunity for Google

    by | Industrial
    Mentioned Companies: CAR, F, GM, GOOG, HTZ, MSFT

    UPDATE (04/26/16): Today, most automakers are investing heavily in autonomous technology and sharing platforms, anticipating what is, in ARK’s view, an inevitable shift to shared autonomous vehicles ( SAVs ). By way of contrast, in 2012 when a Google team met with various automakers to discuss partnerships to build self-driving cars, the automakers felt that […]

  • 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 […]

  • 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 […]

  • sharing economy, sharing economy research, car sharing, uber, ark invest research

    Why is Uber Such a Big Deal? – Auto Sales in the Sharing Economy

    by | Industrial
    Mentioned Companies: CAR, GOOG

    Auto Sales will Fall in a Vibrant Sharing Economy While auto sales have been one of the most important gauges of economic well being historically, the sharing economy could strip them of that role during the next five years. Thanks to web-enabled services like Zipcar , Uber, Lyft, and Flightcar, household vehicles are beginning to […]