Take rate is the cut of gross revenue that they could take for an autonomous service. Historically, ARCs postulated that autonomous taxi platform could take roughly 60% of gross revenue at commercialization. Tasha Keeney suggests that it would just cost 20 to 30 cents per mile at scale to operate these autonomous vehicles. And what you would have to charge to get people to start putting their vehicles onto the network.
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.
This week, Associate Portfolio Manager Nick Grous and Director of Research, Autonomous Tech & Robotics Sam Korus discuss Meta’s Threads platform, Tesla Autonomous Marketplace Dynamics and Declining Used Vehicle Prices.