Tasha Keeney @TashaARK
Director of Investment Analysis & Institutional Strategies @ARKInvest. Also cover things that fly, roll, and manufacture. Disclosure https://t.co/CfmviBEuqw ark-invest.com/articles/?sort… New York, NY Joined December 2013-
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Tesla using in-vehicle compute for other purposes would create another way to get more utilization / a revenue stream off of the car, even if the owner hasn't signed up for the robotaxi network. Personal cars are used <=~5% of the day now by human drivers so lots of room
on convergent technologies and structural economic change welcome to the great acceleration (for your reading pleasure) ark-invest.com/white-papers/p…
For next time someone steals the wheels on your Tesla @wintonARK finance.yahoo.com/news/waymo-sta…
ARK is growing its crypto team! We're hiring a full time investment associate to get deep in the weeds. DM me if you're interested.
I believe the Delaware court decision, forcing #Tesla to void the March 2018 vote on Elon Musk’s performance-based pay package, is un-American, an assault on investor rights, and an insult to the Board of Directors of one of the most stunningly successful companies in US history.
Look forward to being on with Ed and Caroline at 11
Bitcoin is backed by the largest computer network in the world, a network orders of magnitude larger than the combined size of the clouds that Amazon, Google, and Microsoft have built over the last 15-20 years.
Bitcoin is backed by the largest computer network in the world, a network orders of magnitude larger than the combined size of the clouds that Amazon, Google, and Microsoft have built over the last 15-20 years.
Great news this week. Starlink connectivity is a key enabler for farmers to fully utilize autonomous precision ag tools, and for data feedback loops to be fully turned on for tractor providers. Can't wait. gizmodo.com/spacex-john-de…
Two great reads. One below and one here: ark-invest.com/white-papers/b… and follow @dpuellARK , @yassineARK , @downingARK
Two great reads. One below and one here: ark-invest.com/white-papers/b… and follow @dpuellARK , @yassineARK , @downingARK
Sawyer Merritt @SawyerMerritt
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100 Followers 38 Following🇪🇺Lobbyist & EU.. @AStommels
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7 Followers 11 Following𝕯aᖇƙeᑎe𝕯GE @Jefftod71881320
1K Followers 5K Following ✩ ᔕOᐯEᖇEIGᑎ magic𝐊 ⍼🖤 ₵Ⱨ₳Ø₴₥₳₲i₵₭ 🖤⚸ LilitᏂ ☾ ₚᵣ૦𝖇ₐ𝖇ɩү 𝐊𝘯𝜊⒲ 𝘯𝜊𝙩ꚕῐ𝘯ᶢSawyer Merritt @SawyerMerritt
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191K Followers 547 Following Chief Futurist @ARKInvest. Cross-Asset-Class Disruptive Tech: ₿ /🧬🔬🧬✂️/🤖🚖 🔋/🧠💻☁️/🚀🤖🗿🖨️ Disclosure: https://t.co/UmaWM7EXKRGene Munster @munster_gene
66K Followers 112 Following Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are not investment advice.Sam Korus @skorusARK
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74K Followers 0 Following I report what I see. If it's good, it's good; if it's bad, it's bad. Does not depend on me. Make them release more awesome stuff. Don't shoot the messenger.Kratos @KratosDefense
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315K Followers 0 FollowingI use FSD on my daily commute now. Didn't think I would, but the trial has totally sold me. So useful and much safer when I'm wrangling with my coffee & croissant etc.
This video is a first look at Lingo-2, an AI simultaneously chatting and autonomously driving through busy central London. This is not a LLM strapped to our driving AI, rather an AI model jointly trained on vision, language and action. 💬🚗
🚙💬Meet Lingo-2, a groundbreaking AI model that navigates roads and narrates its journey. Watch this video taken from a LINGO-2 drive through Central London 🇬🇧 The same deep learning model generates real-time driving commentary and drives the car.
We are establishing a third office in Vancouver - in addition to our London and Mountain View locations. This will be an AI hub to accelerate our cutting edge research in Embodied AI. This office will be led by @Jamie_Shotton, our Chief Scientist who will be relocating, and we…
Many collisions prevented along the way
Our thoughts exactly, right @TashaARK, @skorusARK, @wintonARK?
Elon just said Reuters was lying. However, here is my general thinking. Tesla's low-cost $25k car and the Robotaxi were always going to be based on the same platform. They were going to be very similar, but the $25k version was going to have a steering wheel. Maybe Elon and the…
@WholeMarsBlog All US cars that are capable of FSD will be enabled for a one month trial this week
Unfortunately, people use plug-in hybrids mainly as gas cars, which means their CO2 emissions are far worse than official EPA or WLTP ratings suggest. Just like officially rated energy consumption of EVs has been getting closer and closer to reality, same should be done for…
As expected, based on earlier studies, plug-in hybrids perform shockingly badly, emitting an average of 3.5x their official and publicly reported CO2 emissions. JLR PHEVs perform the worst with a 147g CO2 gap for every kilometer driven. 3/6
Good progress by the SpaceX Starlink team on reducing ping (latency)!
The Starlink team has been focused on improving network performance with the goal of < 20ms latency. Over the past month, we have meaningfully reduced median and worst-case latency for users around the world → api.starlink.com/public-files/S…
Starlink is ideal for rural locations. Later this year, @JohnDeere will begin equipping new and existing machines across the United States and Brazil with Starlink to help connect farmers with high-speed internet so they can fully leverage precision agriculture technologies…
In October 2022, I wrote a piece about a trillion dollar opportunity in search. @perplexity_ai is that company. I only wish I realized a year sooner ;) Better late than never. Thrilled to officially be a part of the Perplexity journey.
Google is the front page of the internet, but it's deteriorating. There is a trillion dollar opportunity to reimagine search. The next Google will look nothing like Google talia.gold/2022/10/31/a-t…
Thanks for joining us @sophieraworth and covering @wayve_ai on @BBCNews at 6pm last night! It was a treat to host you for an autonomous drive in London and showcase a more near-term example of the benefits AI is bringing to the world.
Starting today, Uber customers may get matched with a fully autonomous, all-electric ride within the 225+ square miles Waymo operates in Metro Phoenix. Find out more about our partnership: waymo.com/blog/2023/10/t…
This is mesmerising! 😎 We're seeing some incredible robust behaviour emerge from our AI Driver. This video shows @wayve_ai's autonomous vehicle driving through London. With no lidar, no HD-maps, no hand-coded rules. Just pure on-board intelligence from our end-to-end neural…
Orders for industrial robots in china down 40% QoQ and YoY; rather stunning
A look at what is happening in China wrt manufacturing from Fanuc's Q1 Call (June 30th quarter end): After the post covid surge "demand dropped suddenly as never before and the stagnation of inventory adjustments and actual demands have had a tremendous effect."
First claimed successful replication of LK-99 Accomplished by a team at the Huazhong University of Science and Technology and posted 30 minutes ago. Why this is evidence: The LK-99 flake slightly levitates for both orientations of the magnetic field, meaning it is not simply a…
We also deleted the “if city X, then do Y” logic that would make it cumbersome to scale. We also improved the ability to adapt to unusual things like pedicabs, pedal taverns, and even donkeys - but without hard coding rules. (4/9)
So, what's next for me? If ML can outperform humans at a crazy complex & dynamic task like driving, what else is it capable of? That—as vague as it sounds today—is what I’m passionate about, and what I’m exploring now after leaving @Cruise. I couldn't be more excited.
I’m calling it: my 8 year old daughter will never need to learn to drive.
Based on in-depth and differentiated research, @TashaARK, @skorusARK, and @DMaguireARK just published an update to ARK's #Tesla open-source model. If you disagree with any of the 40+ assumptions, please feel free to change them, and watch what happens to the price target!
1/ Our latest Tesla price target is out! $2,000 per share in 2027. Check it out! ark-invest.com/articles/arks-… Similar to last year, we believe autonomy will represent a significant portion of Tesla’s future enterprise value.