Color coded at the 5 innovation platform level Green: Genome Blue: Robotics Pink: AI Orange: Blockchain Green: Battery Tech (Node size: log prospective 2030 market cap; edge size: ARK convergence score; edge color: catalyst source)
@wintonARK Is this artwork or generated from a data viz network algo and data? Thanks
@wintonARK Where does "video communications platform with no moat, a ton of competition and flat QoQ growth in the middle of a pandemic" fit in here? Asking for a friend.
@wintonARK Brett do you see supply side constraints impacting this? To me the limiting point is chips, all of these technologies require more chips some 10x the amount. @intel, @nvidia, @AMD and others are ramping up supply but I see that taking till 24/25 to meet the demand.
@wintonARK any connections to 3d printing to help in manufacturing sector?
@wintonARK @skorusARK what is difference between robotics and AI?
@wintonARK I LOVE this graphic by the team @ARKInvest ! And I believe it is spot on that at the core of it all, everyone of these innovations require Robust COMPUTE, and for it to be in the CLOUD or EDGE, & AI to automate & optimize what a human cannot. LONG $PLTR $NVDA $NET $SNOW $DDOG $U