Keep pulling the thread on Bloomberg Businessweek Weekend.
Elon Musk is pursuing a strategy of extreme vertical integration that includes moving data centers into space.
ARK Invest asserts that Tesla is vertically integrated in the robotaxi market and has created the platform upon which other companies will build.
ARK Invest forecasts that as robotaxis scale, the cost of transportation will drop to 25 cents per mile.
ARK Invest estimates that in 2030, Waymo's cost structure for autonomous vehicles will be 50% higher than Tesla's.
ARK Invest's preliminary analysis suggests that adding orbital data centers to its business could increase SpaceX's revenue potential by 10 to 20 times compared to ARK's existing financial model.
Sarah Fryer of OpenAI has stated that agentic AI and inference will activate CPUs to a degree that will surprise people who are currently focused only on GPUs.
AMD CEO Lisa Su predicts that the ratio of GPUs to CPUs for enabling AI 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 provide a U.S. government agency with early access to their AI models for vetting purposes.
A wealth transfer of between $88 trillion and $100 trillion is expected to occur in the United States over the next 10 years.
Elon Musk believes his companies, including SpaceX, XAI, and Tesla, are converging more than he previously understood.
SpaceX is the largest holding in ARK Invest's venture fund, ARKVX.
The ARK Invest venture fund, ARKVX, has grown to over $850 million in assets.