Keep pulling the thread on Cathie Wood.
Elon Musk is reportedly building a chip factory as a joint project between SpaceX and Tesla, with an investment estimated between $55 billion and $120 billion.
As part of his vertical integration strategy, Elon Musk is moving data centers into space.
ARK Invest predicts that as Tesla's robotaxi network scales, its operational cost will drop to 25 cents per mile.
ARK Invest's preliminary analysis suggests that SpaceX's orbital data center business could increase the company's revenue potential by 10 to 20 times compared to its existing financial model.
AMD CEO Lisa Su predicts the ratio of GPUs to CPUs for AI workloads will shift from the current four or five-to-one to a one-to-one ratio in the future.
Google and Microsoft have agreed to give U.S. government agencies early access to their AI models for vetting.
Elon Musk believes that to create the 'new world,' a company must be vertically integrated.
ARK Invest estimates that in 2030, Waymo's cost structure for autonomous ride-hailing will be 50% higher than Tesla's.
Waymo's cost structure is projected to be higher than Tesla's because it depends on other auto manufacturers and supply chain partners.
SpaceX is the largest position in ARK Invest's venture fund, ARKVX.
ARK Invest's venture fund, ARKVX, has grown to over $850 million in assets.
Cathie Wood predicts an initial supply-demand imbalance for the SpaceX IPO will cause the stock price to 'pop'.