ARK Invest (@ARKInvest)
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Tesla May Not Need China Anymore
Key Points👇
00:00 - China Merger
6:33 - Merger Timing
8:00 - AI Costs
12:00 - Market Winners
20:36 - AI Hardware
24:03 - Physical Premium
Put a BOGO free coupon on the table and people ignore it. Make them win it and they redeem it before it expires in an hour. @LucraSports CEO Dylan Robbins joins FYI to explain how gamified rewards use the immediate gratification of sports betting, without the barriers to entry.
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Director of Research, Digital Assets @LorenzoARK details the main takeaways from the Decentralized Finance Applications section of "Big Ideas 2026."
To learn more, download the full report at
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For more than 30 years, a key measure of technology capital spending peaked near the same level. That pattern has now broken to the upside. @CathieDWood explains why ARK believes the AI boom may be only beginning in July's "In The Know."
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What does success look like for tonight's @SpaceX Starship launch? @DMaguireARK explains what ARK is looking for.
Watch Starship's thirteenth flight test
No Starship, no orbital data centers. No orbital data centers, no potential $28.5 trillion market.
Before you watch tonight's launch, see what we think SpaceX's master plan is.
SpaceX says over 90% of its future market is AI, not space. @DMaguireARK, ACA breaks down what that means: orbital data centers, a potential $28.5 trillion Total Addressable Market (TAM), and why Starship is the only vehicle that can get there.
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SpaceX says over 90% of its future market is AI, not space. @DMaguireARK, ACA breaks down what that means: orbital data centers, a potential $28.5 trillion Total Addressable Market (TAM), and why Starship is the only vehicle that can get there.
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You may have heard our research on Tesla Robotaxis... @CathieDWood just rode one through Austin.
No driver. No safety monitor.
Ride along with Cathie as she shares her thoughts from the passenger seat, including a newly discovered line item for our model.
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CZ built @Binance into the world’s largest crypto exchange.
Now he’s explaining what he sees next for crypto, stablecoins, AI, and global finance.
New FYI with @CathieDWood + @cz_binance and @LorenzoARK.
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