oupipi: 九月 2020

TashaARK (Tasha Keeney)
Bio: I cover autonomous vehicles, 3D printing, and innovative infrastructure and materials @ARKInvest. Female mathematician

Disclosure arkinv.st/2rxmMRG
Link: http://www.ark-invest.com
Location: New York, NY
Joined: 26th Dec 2013 (~5.7 tweets per day)

Friday 25th September 2020

TashaARK

15:31

Still not satisfied. Show us flight examples @ring! I want to see live navigation. cnn.com/2020/09/24/tec… pic.twitter.com/VAf2Ivj1W9 from Twitter Web App, in reply to TashaARK, retweeted once, liked 59 times

Thursday 24th September 2020

TashaARK

20:11
found it! thanks @GrousARK twitter.com/ring/status/13… from Twitter Web App, in reply to TashaARK, retweeted 17 times, liked 224 times

ring

18:55

Ever get a Ring Alarm alert and want to immediately see what's happening? The Ring Always Home Cam is here to help. This compact, lightweight, autonomously flying indoor camera gives even greater visibility when you're not home. Learn more: ring.com/announcements [US Only] pic.twitter.com/13cXKtEeSs from Twitter Web App, retweeted 504 times, liked 1523 times

TashaARK

20:07
I want to see the ring drone fly. I don't even see a picture of it in flight. What's the deal? theverge.com/2020/9/24/2145… from Twitter Web App, retweeted 21 times, liked 280 times

Tuesday 22nd September 2020

TashaARK

21:39
Tesla's also demonstrating how to set up the winning autonomous model for other industries. Vertical integration with in-house talent and amassing more data than peers for corner cases should prove a pretty killer formula for autonomy in construction, agriculture, and elsewhere. from Twitter Web App, retweeted 89 times, liked 804 times

TashaARK

21:34
And labeling in video for Tesla Autopilot is a big deal. Excited for that update. Wrote about it a couple times in our newsletters here: ark-invest.com/newsletter/iss… ark-invest.com/newsletter/iss… from Twitter Web App, retweeted 35 times, liked 297 times

TashaARK

21:30

Elon mentioned taking cars X autonomous opportunity to value $TSLA. Here's how we did it at ARK: ark-invest.com/analyst-resear… pic.twitter.com/SwpPNtcCMT from Twitter Web App, retweeted 72 times, liked 569 times

Monday 21st September 2020

TashaARK

21:17
@wintonARK @elonmusk @ARKInvest Thank you! Yes. Why is timing for human-driven ride-hail dependent on FSD? from Twitter Web App, in reply to wintonARK, retweeted twice, liked 93 times

Monday 31st August 2020

TashaARK

17:30

3/ SO much happening to further commercial drones these days, from delivery drones to air taxis. Wondering why now? Batteries and autonomous tech! At it again! Enabling innovation on the ground

and in the air

. I'm super excited for this. ark-invest.com/big-ideas-2020/ pic.twitter.com/eArB4p4R9G from Twitter Web App, in reply to TashaARK, retweeted 10 times, liked 142 times

TashaARK

17:13
2/ Nearly 5 years after we published our first drone delivery piece at ARK, more relevant now than ever before. Drones could enable deliveries that cost less than $1. Or, more likely you'll still get "free delivery" and what you order will appear cheaper. ark-invest.com/analyst-resear… from Twitter Web App, in reply to TashaARK, retweeted 14 times, liked 145 times

TashaARK

17:13
1/ Huge day for drone delivery! Amazon gets a standard operator part 135 certificate pcmag.com/news/amazon-re… from Twitter Web App, retweeted 62 times, liked 344 times

Saturday 29th August 2020

TashaARK

00:02
Can't wait for the Gertrude memes #Neuralink

from Twitter for iPhone, retweeted 36 times, liked 706 times

Wednesday 22nd July 2020

TashaARK

12:02
I'm on @Benzinga's PreMarket Prep today at 9 a.m. ET! Tune in here. benzinga.com/premarket-prep from Twitter Web App, retweeted 19 times, liked 177 times

Tuesday 30th June 2020

TashaARK

14:40
Has anyone used Mirror and liked it? Can you explain to me why it's ever going to be better than using a smartphone, a mirror, and possibly my own TV/computer? Seems like Juicero take two. wsj.com/articles/lulul… from Twitter Web App, retweeted 10 times, liked 196 times

Wednesday 24th June 2020

TashaARK

17:14

RT @ARKInvest:
At ARK, we gain insights through original research and collaboration with external thought leaders. Right now, you can join us. Virtual #BIS2020 – happening now: arkinv.st/3fSd8Te pic.twitter.com/3d2R4uepup from Twitter Web App, retweeted 5 times, originally tweeted 17:03

TashaARK

13:26
Learned a lot from @olivercameron on this one. Thanks for joining us! ARKInvest/status/1275499926705909761 from Twitter Web App, retweeted 14 times, liked 116 times

ARKInvest

18:44 23/06/20

FYI | EP70 is live! In this episode, we welcome @olivercameron to discuss the future of self-driven cars. How close are we to having them as a reality? Hear from the co-founder and CEO of @Voyage in this week's podcast!

: arkinv.st/3hV8jKD pic.twitter.com/TJ5r561uDL from HubSpot, retweeted 10 times, liked 48 times

Sunday 7th June 2020

TashaARK

23:17

Wow! Amazing response in a 24 hour period. I'm feeling inspired by the donations I saw come back and I'm going to give above my initial promise to match the full amount from you all. You rock @Syrstorm @RallyRex @bgarretwr @thierry_StD @frunkdrunk @GXbitcoin TashaARK/status/1269427201155489794 pic.twitter.com/qn6DOt8P6B from Twitter Web App, retweeted once, liked 103 times

TashaARK

00:33 07/06/20
I donated to Campaign Zero and I will match the next $1K from my followers to The Equal Justice Initiative eji.org, which will also be matched by @ARKInvest. DM me your receipts and I'll tweet my match. wintonARK/status/1268967814942953472 from Twitter Web App, retweeted 10 times, liked 118 times

TashaARK

18:14
@frunkdrunk @ARKInvest Fixed! Hit me! from Twitter for iPhone, in reply to frunkdrunk

TashaARK

00:33
I donated to Campaign Zero and I will match the next $1K from my followers to The Equal Justice Initiative eji.org, which will also be matched by @ARKInvest. DM me your receipts and I'll tweet my match. wintonARK/status/1268967814942953472 from Twitter Web App, retweeted 10 times, liked 118 times

wintonARK

18:07 05/06/20

Donated $5k to campaign zero.

joincampaignzero.org

Matching the next $5k from followers.

Donate and DM receipts for a match.

h/t @jwangARK skorusARK/status/1268946215921647616 pic.twitter.com/4r9Sk0gdOM from Twitter Web App, retweeted twice, liked 17 times

Monday 1st June 2020

TashaARK

21:39

youtu.be/cu9R08xFCtg from Twitter Web App, retweeted 3 times, liked 72 times

TashaARK

16:03
The electric autonomy song of traditional autos:

Just started a new project on EVs/AVs
Oh no! That's not working…
Okay, we'll invest in a startup
Oh no! That's not working…
Nevermind, we'll partner with another auto
Oh no! That's not working…

And again from the top!! skorusARK/status/1267481013682405378 from Twitter Web App, retweeted 67 times, liked 457 times

skorusARK

15:39
Audi announces project "Artemis" to accelerate development of electric vehicles in ...checks watch... normal development timeframe of 4 years.

audi-mediacenter.com/en/press-relea… from Twitter Web App, retweeted 15 times, liked 164 times

Wednesday 27th May 2020

TashaARK

17:21

Another sizeable rake - Amazon takes a 30-50% cut of subscriptions resold through Channels @bgurley protocol.com/hbo-max-launch… h/t @felixsalmon and @skorusARK pic.twitter.com/eZp6R07Q6d from Twitter Web App, retweeted 7 times, liked 57 times

Friday 22nd May 2020

TashaARK

15:35
Someone please tell me that GM's Ultra Cruise is still not a separate team(!) from Cruise Automation efforts. engadget.com/gm-super-cruis… from Twitter Web App, retweeted 7 times, liked 139 times

Tuesday 5th May 2020

TashaARK

18:54
Some great research from @mfriedrichARK ARKInvest/status/1257408657089757191 from Twitter Web App, retweeted 9 times, liked 144 times

ARKInvest

20:36 04/05/20
Cash App vs. Venmo. Our brand new white paper takes a look inside America's most popular consumer finance applications and presents original research on the two digital wallets. Read it now! arkinv.st/3b5yR7e from HubSpot, retweeted 45 times, liked 239 times

Wednesday 29th April 2020

TashaARK

17:44
5/ This is the common theme - some of the health crisis impacts may seem short term, but are actually just the start of more permanent disruptions we will likely see from innovation. from Twitter Web App, in reply to TashaARK, retweeted 4 times, liked 84 times

TashaARK

17:44
4/ But on a more serious note, short haul flights clock in at 55 cents per mile. An autonomous taxi could price profitably at 25 cents per mile. This spells longer term trouble for flights. from Twitter Web App, in reply to TashaARK, retweeted 4 times, liked 76 times

TashaARK

17:44
3) NXP said that anecdotally some customers are buying cars for the first time to avoid mass transit over health concerns. seekingalpha.com/article/434064… After the crisis subsides we could see more of this and more ridehailing. I can think of only one car with bio-defense mode

... from Twitter Web App, in reply to TashaARK, retweeted 4 times, liked 58 times

TashaARK

17:44
2) Daimler increased credit reserves in anticipation of higher customer default rates. finance.yahoo.com/news/daimler-s… This is likely not a short term phenomenon- when autonomous taxis come, many people may no longer need personal cars. In that case, auto loans would only look worse. from Twitter Web App, in reply to TashaARK, retweeted twice, liked 60 times

TashaARK

17:44
A few telling news pieces over the past week in autos. Some thoughts: 1) Ford nixed its project with Rivian. theverge.com/2020/4/28/2124… I think we will only see more of this - traditional autos may shut down innovation efforts to focus on the core business when its on fire. from Twitter Web App, retweeted 44 times, liked 345 times

Tuesday 24th March 2020

TashaARK

15:44
Softbank pours $300M into Didi's autonomous unit. Unclear to me that Didi has made significant progress in autonomy. theinformation.com/articles/softb… from Twitter Web App, retweeted 4 times, liked 61 times

TashaARK

15:15
Geely using drones to deliver car keys. Would be more excited if it wasn't manually controlled, but still notable drone use in the wake of COVID-19. global.geely.com/media-center/n… from Twitter Web App, retweeted 8 times, liked 74 times

Saturday 21st March 2020

TashaARK

22:12
Imagine Tesla launches ridehailing as COVID-19 subsides. Will have pent up driver demand as many will want extra work & Lyft isn't accepting new drivers. Operating cost of Model 3 is 2/3 that of a Camry, so better driver pay &Tesla can take higher rake. Big problem for Uber &Lyft from Twitter for iPhone, retweeted 109 times, liked 891 times

Friday 20th March 2020

TashaARK

02:05
RT @sbarnettARK:
On this week's @ARKInvest newsletter, I'm going to talk about how #synthetic #biology (not reading, but writing DNA) is a crucial (but not widely talked about) part of our ability to rapidly develop tests and treatments for #COVID19. Until then, ask questions and I'll post links. from Twitter Web App, retweeted 9 times, originally tweeted 18:33 19/03/20

Wednesday 18th March 2020

TashaARK

20:39
Really notable that only fully autonomous cars from Waymo are on the road right now. Of course this means less testing miles for Waymo, but it also shows that now is a time where autonomous technology could actually gain traction. reuters.com/article/us-hea… from Twitter Web App, retweeted 9 times, liked 110 times

Monday 16th March 2020

TashaARK

04:20
3D printing could be very useful for COVID-19 related part shortages. What a better use case than life-saving ventilator parts

h/t @yassineARK ! michalnaka/status/1239316241984049152 from Twitter for iPhone, retweeted 82 times, liked 424 times

michalnaka

22:23 15/03/20
An Italian hospital ran out of ICU valves. A local biz brought a 3D printer to the hospital, redesigned & produced the valves in a few hours.

"At the time of writing, 10 patients are accompanied in breathing by a machine that uses a 3D printed valve."

3dprintingmedia.network/covid-19-3d-pr… from Twitter for iPhone, retweeted 49885 times, liked 145736 times

Friday 13th March 2020

TashaARK

20:30
RT @wintonARK:
Please take social distancing seriously wintonARK/status/1238535299539406848 from Twitter Web App, retweeted 17 times, originally tweeted 20:11

wintonARK

18:40

City by city data,
Starting with NYC, symptom searching seems to be doubling every 4.5 days, and
LA symptom searching doubling every 6.5 days

Seems possible that the virus got introduced into NYC in late January (ie the y-axis is sensitive to the normalization date) pic.twitter.com/aYVA5t8Qji from Twitter Web App, in reply to wintonARK, retweeted twice, liked 13 times

TashaARK

20:27
Had a lot of fun joining DisrupTV today! Thank you and stay safe everyone! DisrupTVShow/status/1238541248077524992 from Twitter Web App, retweeted once, liked 25 times

DisrupTVShow

19:03
What a great show! Special thanks to our guests: @rama0413 @nielsen, @TashaARK @ARKInvest & @iSocialFanz cc: @ValaAfshar @rwang0 #DisrupTV from TweetDeck, retweeted 3 times, liked 6 times

Tuesday 10th March 2020

TashaARK

17:29
Uber #autonomous relaunches testing in SF. techcrunch.com/2020/03/10/ube… I'm becoming more convinced that data is the winning piece to solve for full autonomy. On that note, Uber's not really even in the race. from Twitter Web App, retweeted 29 times, liked 226 times

Tuesday 18th February 2020

TashaARK

17:12
Coronavirus is accelerating autonomous trials. JD and Meituan both using robovehicles. pandaily.com/meituan-upgrad… from Twitter Web App, retweeted 48 times, liked 248 times

Tuesday 11th February 2020

TashaARK

18:35
6/ To see more research like this, check out our 2020 Big Ideas deck.ark-invest.com/research/big-i… from Twitter Web App, in reply to TashaARK, retweeted 10 times, liked 106 times

TashaARK