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)
Bio: I cover autonomous vehicles, 3D printing, and innovative infrastructure and materials @ARKInvest. Female mathematician
Disclosure arkinv.st/2rxmMRGLink: http://www.ark-invest.com
Location: New York, NY
Joined: 26th Dec 2013 (~5.7 tweets per day)
14156 tweets | 42166 followers | following 396 | 129 likes | 760 lists | Unfollow | Hide Retweets | Mute | Block | Report Spam | To / From @TashaARK
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
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
20:11found it! thanks @GrousARK twitter.com/ring/status/13… from Twitter Web App, in reply to TashaARK, retweeted 17 times, liked 224 times
ring 18:55Ever 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
20:07I 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
21:39Tesla'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
21:34And 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
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
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
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 timesTashaARK 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
17:132/ 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
17:131/ 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
00:02Can't wait for the Gertrude memes #Neuralink
from Twitter for iPhone, retweeted 36 times, liked 706 timesWednesday 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
12:02I'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
14:40Has 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
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
13:26Learned 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 timesSunday 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
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 07/06/20I 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
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
00:33I 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
21:39youtu.be/cu9R08xFCtg from Twitter Web App, retweeted 3 times, liked 72 timesTashaARK 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
16:03The 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 15:39Audi 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
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
15:35Someone 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
18:54Some great research from @mfriedrichARK ARKInvest/status/1257408657089757191 from Twitter Web App, retweeted 9 times, liked 144 times
ARKInvest 20:36 04/05/20Cash 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
17:445/ 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
17:444/ 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
17:443) 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 timesTashaARK 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
17:442) 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
17:44A 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
15:44Softbank 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
15:15Geely 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
22:12Imagine 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
02:05RT @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
20:39Really 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
04:203D 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 15/03/20An 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
20:30RT @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
20:27Had 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 19:03What 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
17:29Uber #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
17:12Coronavirus 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
18:356/ 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 18:35
5/ And who captures this value? Autonomous tech owners likely will control the majority of the economics. Today's ridehailing platforms don't seem to have autonomous tech that is market ready. Best case could be to partner, in which case their 20-30% cuts could shrink to <5%. pic.twitter.com/7pm9vep3Nf from Twitter Web App, in reply to TashaARK, retweeted 14 times, liked 106 times
18:35
5/ And who captures this value? Autonomous tech owners likely will control the majority of the economics. Today's ridehailing platforms don't seem to have autonomous tech that is market ready. Best case could be to partner, in which case their 20-30% cuts could shrink to <5%. pic.twitter.com/7pm9vep3Nf from Twitter Web App, in reply to TashaARK, retweeted 14 times, liked 106 times
TashaARK 18:35
4/ Even though autonomous taxis will come later than originally promised, the market should still be measured in the trillions. After pushing our adoption curve back a year, ARK estimates the NPV of 10 year cashflows could be worth $1-2 trillion today. pic.twitter.com/NRJoBCiYrJ from Twitter Web App, in reply to TashaARK, retweeted 11 times, liked 88 times
18:35
4/ Even though autonomous taxis will come later than originally promised, the market should still be measured in the trillions. After pushing our adoption curve back a year, ARK estimates the NPV of 10 year cashflows could be worth $1-2 trillion today. pic.twitter.com/NRJoBCiYrJ from Twitter Web App, in reply to TashaARK, retweeted 11 times, liked 88 times
TashaARK 18:35
3/ AVs likely will offer more safety and convenience than ridehailing today in what could be a winner takes most market in each geography. Fees could exceed Uber and Lyft's 20-30% cuts and come in at the higher end of the spectrum below: pic.twitter.com/nGMPrchXf6 from Twitter Web App, in reply to TashaARK, retweeted 13 times, liked 88 times
18:35
3/ AVs likely will offer more safety and convenience than ridehailing today in what could be a winner takes most market in each geography. Fees could exceed Uber and Lyft's 20-30% cuts and come in at the higher end of the spectrum below: pic.twitter.com/nGMPrchXf6 from Twitter Web App, in reply to TashaARK, retweeted 13 times, liked 88 times
TashaARK 18:34
2/ Why? Because we think autonomous rides will be much cheaper than today's taxis and personal cars. At scale, they could price at $0.25/mile. This is a big deal. The price of personal transport hasn't changed in over 100 years. These economics can drive widespread adoption. pic.twitter.com/v8A84U2SFN from Twitter Web App, in reply to TashaARK, retweeted 18 times, liked 128 times
18:34
2/ Why? Because we think autonomous rides will be much cheaper than today's taxis and personal cars. At scale, they could price at $0.25/mile. This is a big deal. The price of personal transport hasn't changed in over 100 years. These economics can drive widespread adoption. pic.twitter.com/v8A84U2SFN from Twitter Web App, in reply to TashaARK, retweeted 18 times, liked 128 times
TashaARK 18:34
1/ Here's why we think Tesla and every other automaker should pursue autonomous driving - the market likely will be worth much more than the auto market today. We estimate autonomous ridehailing will be worth $9T, or more than today's energy sector, in the next ten years. ARKInvest/status/1226929445061177345 pic.twitter.com/ZOnVxFqd5D from Twitter Web App, retweeted 144 times, liked 582 times
ARKInvest 18:02 10/02/20
What do we think is #Tesla's potential trajectory during the next five years? Learn about our latest model and more from @TashaARK, @skorusARK, and ARK's Director of Research @wintonARK. arkinv.st/2vnbh6M from HubSpot, retweeted 59 times, liked 300 times
18:34
1/ Here's why we think Tesla and every other automaker should pursue autonomous driving - the market likely will be worth much more than the auto market today. We estimate autonomous ridehailing will be worth $9T, or more than today's energy sector, in the next ten years. ARKInvest/status/1226929445061177345 pic.twitter.com/ZOnVxFqd5D from Twitter Web App, retweeted 144 times, liked 582 times
ARKInvest 18:02 10/02/20What do we think is #Tesla's potential trajectory during the next five years? Learn about our latest model and more from @TashaARK, @skorusARK, and ARK's Director of Research @wintonARK. arkinv.st/2vnbh6M from HubSpot, retweeted 59 times, liked 300 times
Wednesday 5th February 2020
TashaARK 15:21
Agree with Mary Barra that GM should focus on battery electric v. hybrid. Other topics I'm listening for: progress on OTA & Cruise's rollout plan. Cruise plan for shared might address GM's goal for traffic reduction, but doesn't seem realistic given cheaper price per mile w/robo. from Twitter Web App, retweeted 9 times, liked 184 times
15:21Agree with Mary Barra that GM should focus on battery electric v. hybrid. Other topics I'm listening for: progress on OTA & Cruise's rollout plan. Cruise plan for shared might address GM's goal for traffic reduction, but doesn't seem realistic given cheaper price per mile w/robo. from Twitter Web App, retweeted 9 times, liked 184 times
Friday 31st January 2020
TashaARK 23:42
@thomedison2 @TeslaNY @ARKInvest @Tesla @elonmusk Yes, that's correct from Twitter Web App, in reply to SaganOn_, liked 14 times
23:42@thomedison2 @TeslaNY @ARKInvest @Tesla @elonmusk Yes, that's correct from Twitter Web App, in reply to SaganOn_, liked 14 times
TashaARK 23:40
Check out our latest thoughts on $TSLA skorusARK/status/1223390181555888129 from Twitter Web App, retweeted 64 times, liked 474 times
skorusARK 23:38
Read how ARK is thinking about Tesla for the next 5 years:
ark-invest.com/research/tesla… pic.twitter.com/eYjMtD1j2E from Twitter Web App, retweeted 175 times, liked 706 times
23:40Check out our latest thoughts on $TSLA skorusARK/status/1223390181555888129 from Twitter Web App, retweeted 64 times, liked 474 times
skorusARK 23:38
Read how ARK is thinking about Tesla for the next 5 years:
ark-invest.com/research/tesla… pic.twitter.com/eYjMtD1j2E from Twitter Web App, retweeted 175 times, liked 706 times
TashaARK 23:23
Flying pizzas! Coming in hot! My latest research
ARKInvest/status/1223375417069002753 from Twitter Web App, retweeted 11 times, liked 191 times
ARKInvest 22:40
New blog from @TashaARK on food delivery drones: Order Your Pizza for Delivery as the Crow Flies
Read here: arkinv.st/37NWoZw from HubSpot, retweeted 9 times, liked 39 times
23:23Flying pizzas! Coming in hot! My latest research
ARKInvest/status/1223375417069002753 from Twitter Web App, retweeted 11 times, liked 191 times ARKInvest 22:40New blog from @TashaARK on food delivery drones: Order Your Pizza for Delivery as the Crow Flies
Read here: arkinv.st/37NWoZw from HubSpot, retweeted 9 times, liked 39 times
Thursday 30th January 2020
TashaARK 21:00
Really looking forward to this thirdrowtesla/status/1222937185294282753 from Twitter Web App, retweeted 58 times, liked 679 times
thirdrowtesla 17:38
Part 2 of Elon's Story starts with a little announcement...
"There's quite a significant foundational rewrite in the Tesla Autopilot system that's almost complete" –– @elonmusk pic.twitter.com/am58oVz6Rb from Twitter Web App, retweeted 246 times, liked 1409 times
21:00Really looking forward to this thirdrowtesla/status/1222937185294282753 from Twitter Web App, retweeted 58 times, liked 679 times
thirdrowtesla 17:38Part 2 of Elon's Story starts with a little announcement...
"There's quite a significant foundational rewrite in the Tesla Autopilot system that's almost complete" –– @elonmusk pic.twitter.com/am58oVz6Rb from Twitter Web App, retweeted 246 times, liked 1409 times
Friday 17th January 2020
TashaARK 16:53
And VW seems to be appropriately freaking out about this as it aggressively pursues EVs in a Tesla-like verticalization strategy reuters.com/article/us-guo… from Twitter Web App, in reply to TashaARK, retweeted 23 times, liked 213 times
16:53And VW seems to be appropriately freaking out about this as it aggressively pursues EVs in a Tesla-like verticalization strategy reuters.com/article/us-guo… from Twitter Web App, in reply to TashaARK, retweeted 23 times, liked 213 times
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