ARK Invest

I am not worried at all. I'm not paying attention to what the car is doing cuz I do trust this so much... we're going to learn pretty quickly... it will be, you know, they will be put to shame if they don't save lives by enabling autonomous mobility everywhere.

— ARK Invest, at 0:00

I'm excited for Tesla. I'm excited for Tesla shareholders. I'm excited for Arcs clients. Um, because I do think now this slowly, slowly, slowly is moving into all at once.

— ARK Invest

the robo taxi business is at a point now where they are really just in the early early innings and we expect that to be very cash flow generative and you know it's not yet at scale

— ARK Invest

I do think the future runs on Mac... they've spent they have developed really cutting edge custom silicon so um you know and that custom silicon can be really performant uh running local models for people.

— ARK Invest

We think there's a similar share gain story possible for AMD in the data center space with regards to GPUs... AMD is coming to market with their own rack scale solution called Helios that they expect to go toe-to-toe with Nvidia's next generation Vera Rubin. So, we're excited to

— ARK Invest

that's benefiting companies like Broadcom that are the back-end design provider uh or basically the silicon partner for Google and really like the go-between between Google and TSMC to help them scale that product.

— ARK Invest

a company like Palantir has been instrumental in uh showing examples of how that's happening and that's why their business is growing so quickly

— ARK Invest

SpaceX is the embodiment of ARK's research on technology convergence. Artificial intelligence, robotics, and distributed energy. All together chasing a 28.5 trillion-dollar total addressable market. This is just a start, and we're excited to follow SpaceX in the public markets.

— ARK Invest