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What Needs To Happen During The AI Job Transition?
ARK Invest· 2026-03-20 13:06
AI doesn't change the success rate of entrepreneurship. Or it shouldn't. I mean, maybe it increases it a bit.>> Yeah, maybe it makes it better, but it doesn't change the fact that yes, these people can go out, start a business. >> Does that, you know, give them a $500,000 salary, a $200,000 salary that they were previously getting at one of these tech companies. Like I I I feel like I agree that there's if if we're all agreeing that every company is bloated and that AI could force layoffs across the board l ...
Multiomics 3 Takeaways | Big Ideas 2026
ARK Invest· 2026-03-19 16:11
Multiomics is about capturing the multiple biological layers, DNA, RNA, and more that together shape health and disease. We view AI as a lynchpin reinforcing a powerful flywheel of innovation across multiomics as biological data scales, models improve, and in turn enabling better therapeutics, tools, and diagnostics. In effect, a virtuous cycle.The cost collapse for biological data is striking. The first human reference genome took more than a decade and nearly $3 billion to produce. That was about 25 years ...
Tesla, XAI, And Digital Optimus | The Brainstorm EP 123
ARK Invest· 2026-03-18 20:00
XAI is being torn down and rebuilt. Macroh hard enters the equation. Tesla makes an investment in XAI.Now there's this new product announcement. Frank, can you break it down for us. >> Uh yes.Uh Elon has been tweeting a lot lately. Um he's been talking about uh some recent changes at XAI following um management departures. voluntary or involuntary, we don't know.Um, but I think, you know, we often describe the the top four AI labs as being OpenAI, Anthropic, Google, and XAI. Um, and I think if we look at, u ...
Big Ideas 2026: Multiomics
ARK Invest· 2026-03-16 12:31
ARK's Multiomics Research Analysts, Shea Wihlborg, takes us through the Multiomics section of ARK's Big Ideas 2026 report. To learn more, download the full report at: https://www.ark-invest.com/big-ideas-2026 ...
Will Orbital Data Centers Ever Make Sense?
ARK Invest· 2026-03-13 20:47
So today we got a question on whether the economics of orbital data centers will ever make sense. Orbital data centers have been a buzzword over the last several months and really come out of the fact that to turn on GPUs on Earth, it's a multi-year construction project. Whereas the bet with orbital data centers will be at scale that they'll be faster and cheaper to deploy GPUs.From our perspective in terms of economics, the real unlock here is rocket reusability and Starship. According to our research, and ...
Live Webinar Recap: Big Ideas 2026
ARK Invest· 2026-03-13 12:30
Download the full report at ark-invest.com ...
AI Debate With Citrini Report Co-Author | The Brainstorm EP 122
ARK Invest· 2026-03-11 20:36
In this episode of The Brainstorm, Brett, Nick, and Sam are joined by Alap Shah, CIO of Lotus Technology Management, and co-author of the viral Citrini Report. Alap reveals a provocative scenario: an acceleration in AI capabilities might wipe out a significant portion of white-collar jobs faster than expected, risking both economic disruption and widening inequality. He also teases his follow up report, being released in the coming weeks. If you know ARK, then you probably know about our long-term research ...
Is Your Job Safe With AI?
ARK Invest· 2026-03-10 13:18
Daario's out there saying for the last two years that there's going to be 10% plus unemployment. Why would it be in their interest to say that at all if they didn't think that there was some potential that it could happen. >> Well, one, that's a good way to sell product to a company that wants to cut costs is to say I can replace human job function with this product.Two, I think Daario is just not a good macroeconomist, >> but it can replace job function. Like I'm using it and I'm like, okay, >> this is kin ...
Iran Tech Surge?
ARK Invest· 2026-03-09 19:53
from what observers are observing, including the Hudson Institute and others, is that the uh Iran's firing of missiles and sending out drones that that has dropped by about 90%. Uh so Iran has been weakened uh considerably and so we can think about a couple of scenarios now. One is that this young welleducated population um is going to behave like a coiled spring.We know that they have two other times in two different administrations here in the United States uh they have been protesting and looking for a w ...
What Will Happen To The AI "Losers"?
ARK Invest· 2026-03-09 14:57
So, people are wondering what happens to the losers in the AI race, those that don't create a sustainable business model or can't continue raising money to stay at the frontier of performance. And I think this is a great question to consider. Um, and we've already seen certain examples of this like uh Inflection AI, which raised over a billion dollars and was unable to train a competitive model or create a competitive consumer product.Uh, that team ended up being essentially acquired and they're IPlicicense ...