Free research on 5 key disruptive innovation themes we invest in: AI, robotics, biotech, energy storage, & blockchain. Disclosure: arkinv.st/terms
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Don’t chase what was. Own what’s next. Big Ideas 2026.
Download now: ark-invest.com/big-ideas-202…
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ARK Invest retweeted
From 2025 to 2030 SpaceX could ~40x its active GWs of compute.
If they deliver on these installs it would put them 20% ahead of our 2026 expectations.
Colossus 1 is 150k H100, 50k H200 and 30k GB200.
Colossus 2 is 110k GB200 and 440k GB300.
Another 220k GB300 will be fully operational next week and another 220k in November. If we get lucky, yet another 220k GB300 by late December.
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One retailer blocked Meta's Muse from crawling its site. Another opened the door instead. @GrousARK believes only one of them made the right call. Hear why in "The Brainstorm."
piped.video/7Bnd_hwDVdc?si=qFy3…
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Cancer vaccines were written off for decades. AI is the reason they suddenly work. @Ovid_ARK, PhD on the Moderna and Merck melanoma data and why renal, colorectal, and lung could be next.
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ARK Invest retweeted
We didn't just invest in tokenization. We tokenized our own fund. The ARK Venture Fund is now live on the @ethereum blockchain with @Securitize.
Learn more: securitize.io/arkvx?&utm_cam…
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ARK Invest retweeted
The shift is already visible in traffic.
US daily chatbot app users: 5.4M in Jul-24, 59M in Jul-26.
Monthly visits to the 50 biggest US news sites: 4.9B to 3.1B.
Search referrals to those same sites: down 42%
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ARK Invest retweeted
Traditional search is just the Dewey Decimal System now.
A brilliant way to tell you where an answer lives. Less and less useful once something can simply hand you the answer.
A few notes on the continued decline of search traffic to major US publishers:
Each era of discovery shrinks the gap between a question and its answer.
The card catalog pointed to a shelf. Google pointed to a page.
The iPhone put Google in every pocket. Chatbots skip the pointing to just return the answer.
US public library visits peaked in 2009, two years after the iPhone. They have roughly halved since.
Now look at the ramp.
Google took 13 years to go from 1 billion searches a year to 1 trillion.
ChatGPT reached a ~900 billion prompt annual run rate in under three years.
The adoption curve for answers is far steeper than it ever was for search.
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Anthropic's revenue run rate climbed from $9 billion to $65 billion in seven months, alongside AI inference costs falling more than 99% a year. @CathieDWood believes the combination of exploding demand and collapsing costs makes AI not just a technology story, but a potentially powerful deflationary force capable of moving the broader economy. She goes into detail in her new Investor Letter. ⬇️
Anthropic's annualized revenue run rate jumped from $9 billion in December to $65 billion in July, more than Salesforce made in its first 25 years. What does that tell you about AI right now?
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ARK Invest retweeted
The ARK Venture Fund is happy to announce it invested in @PrecisionNeuro_ in its Series D round. With just $500, you can gain exposure through the ARK Venture Fund. Download SoFi, Titan, or Securitize and gain access today!
Current holdings and information, subject to change: ark-funds.com/funds/arkvx
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AI’s leading executives are divided over what the industry should do to advance its most capable models.
Anthropic’s CEO, Dario Amodei, proposed slowing the advances in AI so that safeguards can catch up. His proposal includes embedding independent evaluators in AI labs, with the cooperation and coordination of AI companies and governments. OpenAI’s CEO, Sam Altman, endorsed the idea of pacing the technology. Elon Musk agreed to some extent, particularly with the idea that companies should test each other’s models, but remains skeptical of more government oversight.
NVIDIA’s CEO, Jensen Huang, and Meta’s CEO, Mark Zuckerberg both emphasized the responsibility of individual companies to develop safe products.
The disagreement seems to turn on whether company-level accountability is sufficient or collective oversight will be necessary.
As @downingARK wrote in this week's newsletter, we hope cool heads prevail, allowing the industry to address recent failures while continuing to deliver on the promise of AI’s benefits to humanity.
Read the full newsletter ⬇️
@CathieDWood teases an upcoming Letter on today's rate hike in 200+ years of context, @rhadiARK covers the SEC's and CFTC's new rules after the Clarity Act's failure, and @downingARK highlights AI leaders at odds over safety, all in this week's newsletter.
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ARK Invest retweeted
.@Uniswap settled 140 million trades in August, more than Cboe BZX and NYSE American combined.
NYSE American has been around since 1908. Uniswap launched in 2018.
Five years ago it was ~2 million trades a month.
Next rung up: NYSE Arca, at 232 million.
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Federal AI regulation could lock in the biggest labs' market share. Here's why we think that matters.
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Anthropic's annualized revenue run rate jumped from $9 billion in December to $65 billion in July, more than Salesforce made in its first 25 years. What does that tell you about AI right now?
23%
It's a bubble
55%
Real demand, not hype
18%
Too early to tell
4%
Not sure
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ARK Invest retweeted
Tokenizing the ARK Venture Fund puts our conviction in the evolution, if not revolution, of capital markets into practice. Based on our research, tokenization has the potential to reshape fundamentally the way that investors access and participate in both private and public financial markets. Making the ARK Venture Fund available on chain is a natural extension of our mission to democratize access to technologically enabled disruptive innovation. Because it has built the regulated infrastructure to help make that vision a reality, we are excited to partner with @Securitize in taking this important step forward.
Fund holdings and information: ark-funds.com/funds/arkvx
"Eventually we think all financial markets will be tokenized." ARK Invest just brought the ARK Venture Fund on-chain with @Securitize.
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ARK Invest retweeted
"Eventually we think all financial markets will be tokenized." ARK Invest just brought the ARK Venture Fund on-chain with @Securitize.
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ARK Invest retweeted
In our view, thanks to this Technology Revolution, the equity market will continue to climb a “wall of worry” as real GDP growth accelerates to 7-8% while inflation surprises significantly on the low side of expectations, interest rates rise, and the yield curve inverts.
Inflation. Deficits. Wars. Fears of an artificial intelligence bubble.
It feels like an unusually long list of reasons for investors to worry. Yet the headlines looked remarkably similar in the 1980s and 1990s, before the most durable equity bull market since the Roaring Twenties.
Today, interest rates are hitting higher highs for the first time in more than 40 years, even as equities approach record levels. Official inflation measures remain elevated, but real-time data tell a different story. Oil remains a wildcard. Meanwhile, the cost of artificial intelligence is collapsing.
These trends might seem contradictory. We believe they make more sense when viewed through 230 years of market history, not just the last 60.
Could falling inflation, accelerating real growth, and disruptive innovation be setting the stage for history to rhyme again?
Read @CathieDWood’s Investor Letter.
ark-invest.com/articles/mark…
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Who actually pays for a wealth tax? @CathieDWood says the bill lands on US innovation, and the beneficiary is our biggest competitor, China.
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Cathie Wood believes Bitcoin is both a risk-on and a risk-off asset, sitting at the intersection of a technology revolution, a new global monetary system, and a new asset class. If inflation comes down the way she expects, she believes the pressure on gold is to the downside and the Bitcoin to gold ratio goes to all-time highs.
Bitcoin relative to gold is turning up, and the correlation between the two is unusually low. Which would you rather hold as a hedge right now?
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