Mentioned in Video:
- The Future of Automation – ARK Invest (Sam Korus, David Conway): https://ark-invest.com/white-papers/automation-robotics-white-paper/
- Industrial Robot Cost Decline – ARK Invest (Sam Korus): https://ark-invest.com/articles/analyst-research/industrial-robot-costs/
- Mobility-As-A-Service: Why Self-Driving Cars Could Change Everything – ARK Invest (Tasha Keeney): https://ark-invest.com/white-papers/self-driving-cars-white-paper/
- ARK Invest's research on the electric vehicle market outperforming traditional growth dynamics: https://ark-invest.com/articles/analyst-research/ev-growth-outperforming-the-traditional-s-curve-dynamics/
- Industrial Robot Cost Declines Should Trigger Tipping Points in Demand – ARK Invest (Sam Korus):https://ark-invest.com/articles/analyst-research/industrial-robot-cost-declines/
- The Robots Are Coming… To Help You – ARK Invest (Sam Korus): https://ark-invest.com/articles/analyst-research/collaborative-robots/
- Parcel Drone Delivery Should Supercharge Ecommerce – ARK Invest (Tasha Keeney): https://ark-invest.com/articles/analyst-research/parcel-drone-delivery/
- Order Your Pizza for Delivery as the Crow Flies – ARK Invest (Tasha Keeney): https://ark-invest.com/articles/analyst-research/food-delivery-drones/
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#ARKQ is #ARK Invest's BILLION dollar bet on some of the biggest dreams on earth …and beyond. Even though #Tesla (#TSLA) is it's the biggest position, some other companies in the fund are equally daring in other domains like space exploration, 3D printing, and advanced robotics — each the “Tesla's” of their own markets. I believe this makes ARKQ even more “Tesla” than Tesla and the coolest among ARK's 5 thematic ETFs (#ARKK, ARKW, ARKF, ARKG, and ARKQ). This is just my opinion; I am not a financial advisor and am not affiliated with ARK Invest in any way.
In this video, I explain why #CathieWood and #ARKInvest are betting big on #autonomy and #robotics disrupting EVERY major market sector in the next 5-15 years. I discuss the fundamentals of Wright's Law and then use it to highlight some of the current and future cost-curves that Tesla is pushing down as a leader in autonomy, robotics, energy storage, and more. Finally, I discuss some of the more exciting companies that make this thematic ETF more Tesla than Tesla, before comparing the performance of ARKQ to ARK Invest's other actively managed funds.
Video Transcript:
Timestamps for this ETF overview:
00:00 Introduction
02:57 Intro to Wright's Law
07:39 Wright's Law on Robotics
10:58 Tesla Drives (Down Costs)
16:11 More Tesla Than Tesla
21:04 Creative Destruction
24:20 ARKQ and the Future
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