We underestimated. Our Big Ideas 2026 charts are changing. In seven months: 7x token demand growth, chip spend estimates revised up, and Anthropic's annual recurring revenue passed Salesforce's.
@downingARK, @JozefARK, @DMaguireARK, and @varshikaARK host an AI mid-year update.
Last week, Tesla held an event in Austin introducing the two-seat, purpose-built Cybercab to its Robotaxi fleet, and then the following evening commercialized its first rides. Tesla disclosed that, in just six weeks, the Robotaxi fleet increased its unsupervised driving miles
Most investors look at Bitcoin near $80,000 and see a broken asset. ARK’s research suggests otherwise. @dpuellARK shares why we think Bitcoin's best days are still ahead.
