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Our multi-year research effort into Tesla’s manufacturing capabilities andsupply chain integrations suggest that Tesla is more than 6 years ahead of anycompetitor. This lead is expanding.

Google and Tesla are now inching toward one another in terms of approach. Google—perhaps feeling the heat from Tesla and other rivals—accelerated deployment of fully autonomous vehicles, piloting a program with taxi-like vehicles in the Phoenix metropolitan area. Meanwhile, Tesla appears to have pumped the brakes on its rapid rollout of fully auton

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Cars and the FutureA little over a year ago I explained in Cars and the Future that there were three changes happening in the personal transportation industry simultaneously:Drivetrains were changing from the internal combustion engine to electricCar operation was moving from human-based to computer-based (i.e. self-driving cars)Ownership was shift... See more

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

Google was the first company to develop autonomous driving technology, but it has been relatively slow to deploy that technology at scale. Behind that caution is an underlying philosophy: build the perfect product and then make the jump straight to full autonomy once the system is far safer than human drivers. It’s the approach of a perfectionist,

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