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 ...

Market Opportunity & Transformation - Autonomous driving is poised to transform Tesla from a low-margin EV company into a high-margin, recurring revenue SaaS business [1] - The robotaxi opportunity is significantly larger than human-driven ridehail [1] - Robotaxis are expected to become ubiquitous [2] Ridehail Market Penetration - In the most penetrated US geographies, human-driven ridehail accounts for approximately 3% of vehicle miles traveled (VMT) [1] - Even in San Francisco, ridehail only represents about 13% of VMT [1]

Employment Trends - Downward payroll revisions indicate a weakening job market [1] - Weaker confidence in job availability suggests growing employment concerns [1] - Large-scale government layoffs contribute to a negative employment picture [1] Monetary Policy Implications - These employment trends may prompt the Federal Reserve to cut interest rates [1] ARK Invest's Perspective - Cathie Wood shares her insights on the implications of these trends in "In The Know" [1]

RT Elon Musk (@elonmusk)Ideas flowing from your mind to the screen as fast as you can Imagine 💫https://t.co/FwH2je45kL ...

Fund Performance - ARK Venture Fund (ARKVX) AUM exceeded $200 million [1] - The fund reached this milestone on July 31 [1] Investment Focus - The fund provides investors access to private companies in areas like artificial intelligence, space, and multiomics [1] - The minimum investment is $500 [1] Market Opportunity - The fund offers investors exposure to transformative innovation early in its life cycle [1]

Fund Performance & Growth - ARK Venture Fund's Assets Under Management (AUM) exceeded $200 million [1] Investment Focus - The fund provides investors access to private companies in artificial intelligence, space exploration, and multiomics [1] Accessibility - Minimum investment of $500 allows broader investor participation [1]

Partnerships & Events - ARK Invest is partnering with @bitcoinpark_ on the Imagine IF summit [1] - The summit will explore the convergence of transformative technologies [1] Research Focus - The transformative technologies explored at the summit are core to ARK Invest's research [1]

Market Opportunity - Robotaxis represent a significantly larger opportunity than human-driven ridehail services [1] - In US core counties, ridehail accounts for approximately 3% of Vehicle Miles Traveled (VMT) on average [1] - Even in San Francisco, ridehail only represents about 13% of VMT [1] Future Outlook - The industry anticipates that robotaxis will become ubiquitous [1]

Market Overview - Tether's USD₮ circulation reached $157 billion, a $20 billion increase year-to-date [1] - Tether and Circle are approaching Norway's total US T-bill holdings [1] Financial Performance - Q2 net profit reached $4.9 billion, with $5.7 billion year-to-date [2] - U S Treasuries holdings exceed $127 billion [2] - Equity buffer stands at $5.47 billion [2]

RT Joe Gebbia (@jgebbia)A new age of transport begins at scale ...