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The SpaceX Lockup Detail You May Be Missing
ARK Invest· 2026-07-06 21:47
SpaceX just IPO. Everyone is watching the price, but they're missing a detail that may matter the most, the lockup schedule. When a company goes public, insiders and early investors who own shares before the IPO usually cannot sell right away.That restriction is called a lockup. Typically runs about 180 days, roughly 6 months. The point is to stop a flood of insider shares from hitting the market the moment trading begins.But traditional lockups create their own problem. When every share unlocks on a single ...
Autonomous Logistics 3 Takeaways | Big Ideas 2026
ARK Invest· 2026-07-06 13:34
My three biggest takeaways for autonomous logistics. First, we think companies that are first to scale their platforms and get that real world data, that commercial experience from autonomous delivery will have an advantage here because that is how um you can learn and and scale and lower the cost of delivery itself. Um speaking of low cost, that's what we think will drive demand here.Autonomous electric trucks will lower um the long haul middle mile cost and at the last mile drones and rolling robots could ...
Big Ideas 2026: Autonomous Logistics
ARK Invest· 2026-07-06 12:30
I'm Tasha Keeney. I direct investment analysis for Arc Invest and research for the autonomous technologies and robotics team. Uh today I'm going to talk about autonomous logistics.So, fully autonomous delivery is here. Actually, globally, we have uh roughly 4 million deliveries happening by drone and rolling robot on an annualized basis already. >> And when you combine this with autonomous trucks starting to pull the safety driver out, the space is really starting to take off.You have drone providers like Z ...