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ARK believes that the companies owning the autonomous technology stack and successful electric vehicle platforms will capitalize disproportionately on the economic benefits.

A hundred years from now, we’ll all look back and think “duh.” Obviously scale was key. Tesla is catalyzing and capitalizing on what will be the largest economic and technology shift of our lifetimes. This is bigger than IT, tech, AI, the Internet, blockchains, or any other buzzword. Everything runs on electricity, and Tesla is going to radically a... See more

Autonomous electric ride-hail vehicles should benefit from much higher utilization rates than human-driven cars, not to mention lower labor and insurance costs. ARK estimates that, at scale, an autonomous electric taxi platform could price rides profitably at $0.25 per mile. As a result, autonomous rides could cost less than personal car transporta... See more

The convergence of artificial intelligence and battery technologies within the mobility space could disrupt transportation completely, radically reducing costs and benefiting consumers.