RT Daniel Maguire (@DMaguireARK)Tesla Has Launched Its Robotaxi…Now What?Read our latest blog for our thoughts on Tesla’s robotaxi launch and how it could scale from ~20 vehicles today to capture a significant share of what we estimate is a ~$10T opportunity…a thread https://t.co/SQXziVuhBe ...

RT ARK Invest (@ARKInvest)Tesla robotaxis are operating and serving customers today. How will Tesla fit into the global market—and could it soon take the lead? Read about what we believe is next in our new research blog by @DMaguireARK.https://t.co/miO2gG1eSk ...

RT ARK Invest (@ARKInvest)How are AI agents tracking against expectations? @downingARK does a mid-year review on what’s changed since we launched "Big Ideas 2025," from emerging product ecosystems to growing enterprise adoption. ...

Supply Dynamics - Ethereum's annual inflation rate is low, at just 0.74% [1] - ETH DATs have purchased 3.57 million ETH since April 2nd, offsetting 4 years of issuance [1] - ETFs have accumulated 2.4 million ETH since April, neutralizing 2.7 years of inflation (6.7 years total with DATs) [1] Market Impact - The combined effect of ETH DATs and ETF accumulation suggests a potential supply shock [1]

RT Elon Musk (@elonmusk)Grok Imagine can turn your child’s drawing into an animated movie 🥰https://t.co/b4cHdLvvIZ ...

Based on its earnings report last night, $SHOP seems to be seizing the agentic AI moment in retail. Great foresight and insights in this blog, @GrousARK and @varshikaARK!ARK Invest (@ARKInvest):AI agents may soon make our buying decisions. Will marketplaces adapt or fade into the background? In part two of our series on their evolution, @GrousARK and @varshikaARK explore how marketplaces can compete by optimizing price, inventory, and delivery.https://t.co/PpWVM8kPMj ...

Company Overview - ARK Invest shared a link [1]

RT ARK Invest (@ARKInvest)AI agents may soon make our buying decisions. Will marketplaces adapt or fade into the background? In part two of our series on their evolution, @GrousARK and @varshikaARK explore how marketplaces can compete by optimizing price, inventory, and delivery.https://t.co/PpWVM8kPMj ...

Perspective! In the most penetrated US geographies, human-driven ridehail accounts for ~3% of vehicle miles traveled. In an autonomous world, we believe $TSLA will dominate personal transportation, transforming a low margin EV play into a high margin, recurring revenue SaaS play.Daniel Maguire (@DMaguireARK):People often compare robotaxi to human-driven ridehail, but the opportunity is much bigger.In US core counties, ridehail is only ~3% of VMT on average. Even in SF it’s only ~13%.Think bigger. Robotaxis ...

RT ARK Invest (@ARKInvest)Downward payroll revisions, weaker confidence in job availability, and large-scale government layoffs paint a stark employment picture. Will these trends "seal the deal" on the Fed cutting rates? @CathieDWood shares her take in the new "In The Know."https://t.co/DOxuZ9YKaO ...