We think that, you know, we've estimated the total addressable market is more like $11 trillion over the next decade for ribotaxy or autonomous right-hand. So our, our midpoint is that Tesla will launch a ribotaxy service in 2024. We should be taking that as a good sign that FSD is getting close to full scale release if they're in talks with other OEMs to license it and also what's an auto manufacturer? Yes. Right. Tasha: I feel like one of the biggest pushbacks, full self-driving, it's just never going to happen. It's impossible.
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 are joined by ARK Director of Investment Analysis. Together they discuss Tesla Earnings, Hollywood Strikes, and general AI Updates, including Meta’s Llama 2.
Key Points From This Episode:
- Tesla Earnings
- Hollywood Strikes
- AI Updates