Description
In this milestone 100th episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the latest tech developments, including Tesla's surprising Robotaxi app release and its implications for the future of autonomous vehicles. They explore the potential of Tesla's expansion, the challenges of consumer adoption, and the broader impact on transportation costs and habits.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
00:00:00 iPhone 17 Unveiling
00:02:19 Tesla Launches Ride-Hailing App For Robotaxi
00:05:56 Robotaxi: Supply Vs. Demand
00:09:36 Waymo’s Growth Struggle
00:11:34 Tesla’s Road To Rapid Scaling Robotaxi
00:16:01 Inside Musk’s $1T Pay Package
00:21:15 Growth Expectations For Robotaxi
00:27:06 Convenience Vs. Cost
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