#BIS2022 | ARK's Big Ideas Summit

48 comentários em “#BIS2022 | ARK's Big Ideas Summit”

1. Download ARK's #BigIdeas2022 report here: https://ark-invest.com/big-ideas-2022/

2. 3:00:40: CATL Qilin batteries will charge 10-80% in 10 minutes next year. So the 2026 prediction comes true quite fast.

3. At 2:59:40 : I do not get how can battery cost decline cause so much decline in EV prices. He says that battery costs are currently 25% of the vehicle production cost. So how can you go lower than 25% decline in EV prices?

4. Wow. I can't believe I sat through the whole thing. It was worth it.

5. Have been postponed this.. time to see it

6. ARK is aware of hacked third-party YouTube channels fraudulently posing as ARK &/or Cathie Wood. These accounts are impersonators & not affiliated with ARK Invest or Cathie Wood in any way. ARK Invest will never use YouTube or other social media to solicit money, including cryptocurrency. Please report any account claiming otherwise!

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7. bruh this randomly appeared in my subscriptions

8. Can't believe ARK invited scamer Raoul.

9. A female led company that only hires guys 👍🏻 How inclusive

10. That "play & earn" section aged so badly so quickly with Axiom getting robbed of $600 Million.

11. I believe that ARK has the best research on innovation, hands down. I’m bullish.

12. 🔥🔥🔥investing through ARK products makes me feel like I'm 10-15 years ahead of the average retail investor. Studying to obtain my series 65 and series 7 licenses. We'll see how this goes!!!

13. Great!

14. When does ARK expect the disruptions to the world food supply will occur related to Precision Fermentation (PF) of food products? I do not see it covered in big ideas!

15. Do you mind putting closed captions for this?

16. Science fiction with the numbers! Thank you. Could the brilliant people at ARK analyze how to prevent tech driven deflation from becoming a depression? We have not had a depression since the 1930s, through intentional efforts by central banks since the end of WW II. But the tools for increasing money supply, for example, lowering interest rates and bond purchases, seem to have lost their oomph, and have also triggered debt bubbles and financial crisis, along with financial disparity and related social upheaval. Could the ARK analysts examine whether the last great disruptive technologies: electricity, cars and telephones (and sub-technologies such as gas, tires, roads and steel) caused the Great Depression of the 1930s? If so, once again, could we find a solution to prevent the next depression? Thank you.

17. Could you please train your analysts on speaking freely. Their umms and erms are killing me. And by the was there is no such thing as digital jpgs because as of its nature jpg is pure digital object. And nfts are 90% scam atm

18. While I love the concept of DeFi and Crypto currencies, they seem to just be random gambling mechanisms at the moment. I would never actually use Bitcoin to buy something at the moment when one day it’s worth $30k the next it’s $40k and the day after $25k – all for seemingly random, unexplained reasons. Ok, it doesn’t generally change quite that rapidly, but it does seem to fluctuate wildly and I reckon people who buy Bitcoin are just speculating on the random value changes. I’ve been looking at options like ICP, but even that needs to be stable or at least to be linked to reality for it usable. If I’m going to buy CPU cycles to run real world workload it has to maintain some competition with traditional data centres and from a business point of view I’d want some confidence that the cost of my cpu cycles wasn’t going to randomly fluctuate all over the place.

19. Thank you and really appreciate. Awesome analysis 🙂

20. I was quite surprised in Walmart yesterday by a large floor scrubber going down the aisle without a driver. I though at first the driver had gotten distracted and it had continued uncontrolled. Funny 🐸

21. Thank you Cathie and the team at ARK for putting together. What was discussed here in the research is so forward thinking and valuable as an investment analysis. But I'd like to point out two other things that are special about this information.

    First of all, the fact that you are transparent with the information is such a shift from much of the way world works. In times past this information would only available at a paid conference to which one had to travel and spend time at over several days. Now we get to listen to it from free in the comfort of our home.

    Secondly, you have created, aggregated, and quantified models of how thought leaders — including yourselves — around the world think about what our world is going to look at 3-10 years in the future and the innovative technologies that will take us to that place. Having a source of forward thinking, accessible research that is constantly updated and helps us all keep our heads up and thinking towards a bright future is such a breath of fresh air in a media and financially driven society that has inherently short term focus.

    Thank you again.

22. "The only constant in life is change" -Heraclitus

23. Love this, just wish there was more on battery storage cost declines especially with LFP batteries. This will transform the grid and create huge profits for early companies.

24. Thank you Ark , this is creation , awesome 🤩

25. Cathy can you run for president please!!

26. I did not see a single expert in these areas of "research" coverage. I don't think anyone at ARK has a clue what's going on.

27. The fact that you invited Raoul Pal to this event paints it as a scam event. Raoul Pal has made all kinds of false claims, pushes weird conspiracies and gathers the naïve crowd of investors. He's a complete joke lacking credibility. His only experience on Wall Street was in sales. And because even that did not go well, he is now a financial media which is where failures from Wall Street usually end up.

28. Raoul Pal basically is saying he's uninterested in principles / philosophy because the market will decide which blockchains gain widespread adoption. But the market has its own implicit philosophy which is maximization of profit, minimization of cost. Rao dismissing philosophy and principled investing, while he may be right from a pure capitalist mindset, is disappointing. I think the question really is, do we have a responsibility to educate people about the trade-offs they make when they use a more centralized blockchain? I was hoping the answer would be yes.

29. @CathyWood – if you read this, and I sincerely hope you do, please note that I have a lot of faith in you and hv put in a large amt of my portfolio into ARK funds.However, after watching this Big Ideas videos and a bunch of others on your ARK channel I am starting to loose faith. Your team of researchers are not impressive at all, they look and talk like a bunch of kids frankly who dont hv the right idea how economics work. I hope you hire more responsible people and please stop sharing videos like the one with the Crisper CEO, it made me loose faith in your ARKG. thank you !

30. Thank you for the time, the research and the dedication!

31. Semiconductor wasn't mentioned.

32. Most people in the industry are salespeople and have no conviction to their research. They need to tell people they make money in every economic conditions to keep them coming back. I enjoy Cathie Wood going long on her research.

33. Wow, robot taxis revolutionizing our lives…Incredible!

34. Thanks for taking the time to share your big ideas 🍻

35. Who would give away such extensive research for free, only a generis heart.
    Thankyou all and God bless.

36. You lose me when you speak in hyperbole like "exponential" growth. How is that even possible when we're already hitting up against limits imposed by finite resources? Sure you might fake it for a while by increasing efficiencies (at some cost of course) but ultimately you can't make something from nothing, and you have to pay something, somehow for everything. The math simply does not work. You can talk about s-curves, and I might even listen, but when I hear "exponential" I think, "snake oil".

37. I have every confidence that the head of ARK research is both brilliant and insightful. However, there are far too many "ums" in his presentation. Somewhat irritating.

38. Hi Ark team – I am a supporter and fan of your work but I think the numbers you're showing on p95 of your slide deck are off. The reason is that you seem to have not differentiated between costs related to old tech and new ev tech: I agree with you, the new tech or EV tech in an EV will go through Rights-law and decrease in cost quickly. However, the old tech part in an EV (everything that is similar to an ICE cars) has already seen a century of Rights law and hence will decrease much much slower. Eg Tesla obviously not only uses new tech for drive train but also for other stuff (eg structural casting) but even Tesla will have some old ICE tech type of components that make up a meaningful part of the cost. You're 2022 mark of $40k seems ok (although a bit high since Tesal disclosed already $36k in 2022 – but they are obviously the leader). So I guess the calcuations should be: total future EV cost for future years x (x is number of volume doublings) = EV component cost * (1-28%)^x + old car component cost * (1-y)^z where y is the Rights-law reduction factor for such 'old' components (I am talking wind shield, tires, bumpers, class A surfaces on the outside of the car, headlights, etc) and z is the number of volume doublings for old tech components. If you assume that of Tesla's vehicle cost $36k today, $20k is new tech and $16k is old tech the following should give a better approximation: assume a EV volume doubling over every 2 years, Tesla's cost should go from 36k in 2022 to 30.4k in 2023 [20*.72+16] and 26.4k in 2025 [20*(1-.28)^2+16]. This assumes that the old tech Rights law impact is negligible. On top of that, there is obviously two types of inflation in a car: 1 technological/regulatory and 2 monetary. For the former, future requirements or additioanl features expected by average consumers and regulators (eg electric windows or in the past the mandatory addition of anti lock brakes, seat belt, air bags etc) all added cost that where previously not included in the car. Hence, a more realistic guess for Tesla's 2023 and 2025 cost may be let's say 32-34k and 27-29k. You're state cost of $24k in 2022 for ICE probably won't see any meaningful Rights-law benefit (as you lay out) until 2023-2025 but will also experience the inflation effects mentioned before. Hence, the conclusion should probably be that from a pure day 1 sticker cost perspective (obviously ignoring the much lower maintenance/running cost) ICE cars will be competitive till around 2025. "You're always wrong – goal is to be less wrong" – EM. Any thoughts to make me less wrong?

39. challenging fiat currency is a big challenge!

40. This is priceless research shared freely – omg…. You gotta to love social media,,,,

41. What is your POV on the implications for quantum computing to drive AI and Cloud services?

42. 4:28 Genomics Revolution

43. Can anyone put together a ‘highlights’ for this?

44. @ARK Invest…. great presentation! Although I would argue (slide 12) that blockchain is at the center of all converging technologies. It's just not siloed to fin tech!

45. Depending on one stream of income had never made any millionaire and earning check don't put you on forbes

46. A lot of people with high IQs are terrible investors because they've got terrible temperaments. You need to keep raw, irrational emotion under control

47. A lot of people with high IQs are terrible investors because they've got terrible temperaments. You need to keep raw, irrational emotion under control

48. I don't think I'd ever watched a 6 hour video before (granted, it's just symbolic). That was fantastic and thought provoking, thank you guys.

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