I think this gets into the rollout strategy for Tesla, which is still up for debate. There could be a point in time where Tesla just says, no, we're no longer selling vehicles to individuals. It's more valuable for us to just produce them and put them right onto our network. And that's also one of the caveats here, right? 90% is incredibly high. So maybe you actually need to offer people more money to join the network and lease their vehicles out.
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.