In this episode of The Brainstorm, Nick Grous, Tasha Keeney, and Brett Winton dive into the latest Tesla shareholder meeting, discussing Tesla's ambitious plans to build their own chip fab and the implications for the future of autonomous driving. They also explore Robinhood's strategic moves in the financial market and the potential of space-based data centers.
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:
- Tesla plans to build its own chip fab to ensure a steady supply for its vehicles and robotics, aiming to overcome manufacturing limitations.
- The discussion highlights Tesla's move towards full autonomy, with potential updates allowing texting while driving in the near future.
- Robinhood's strategy to attract Tesla shareholders with a 2% uncapped match is analyzed as a bold customer acquisition move.
- The feasibility and future of space-based data centers are explored, considering the challenges and opportunities in this emerging field.
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YouTube: @publicinvest
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