ARK believes that the companies owning the autonomous technology stack and successful electric vehicle platforms will capitalize disproportionately on the economic benefits.
Our thesis is that users will willingly contribute their commerce, device, search, and social media data in exchange for tokens, which serve as both their interest in the data’s aggregate value and their governing power. This data can then be used by hedge funds and other investors to forecast the key performance indicators of public and private... See more
Delphia is the classic example of a network-effect based business model: as more users contribute data, the returns for funds using the data should theoretically improve. This creates a flywheel, in which more users are incentivized to provide data because hedge funds and other businesses (who benefit from crowdsourced data at scale) are willing to... See more
Tesla may be a car company today, but Tesla won’t be a car company in 15 years. Rather, Tesla will be a full stack, vertically integrated clean energy company. They may still produce cars, but cars will represent a fraction of total profits.
The HDTV resolution suggests that Tesla made their center console for watching things, not for driving the car. This bad boy is allllll about the driverless future. This isn’t a car with a weird dashboard, this is a mobile living room.