6min chapter

Odd Lots cover image

ARK's Head of Research on How They Find the Next Huge Winner

Odd Lots

CHAPTER

Is There a Competitive Landscape?

The way that we approach kind of technology in markets is our analysts are assigned by technology rather than by sector. A has developed a pattern of thinking that basically doesn't allow him to a really understand whether or not an electric vehicle will be competitive with thes techna, with the existing legacy technology. Another example is n in banks, like i'm sure many bank analysts kind of poopooed and overlooked square. Traditional banks pay upwards of a thousand dollars per customer account. The product tat that square is going to offer is going to expand and that retail bank branch infera structure is going to depreciate much more rapidly than any of the executives are willing to acknowledge, or maybe even

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode