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Don’t chase what was. Own what’s next. Big Ideas 2026.
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ARK Invest
12K posts
ARK Invest
@ARKInvest
Investment advisor focused solely on disruptive innovation.
Disclosure: arkinv.st/terms
- ARK first sized the Starlink opportunity at $34 billion. SpaceX now puts the total addressable market (TAM) at $1.6 trillion. The difference? Building their own phased array antennas to crush the cost curve and unlock markets.
00:00 - ARK Invest reposted
China’s rise in biotech has been fast. Really, really fast. By 2024, for the first time, Chinese companies launched more novel medicines than any other country. And by novel medicines, I mean a new active substance launched for the first time anywhere in the world. The hard part - Apple showed its hand about the next generation of Apple Intelligence at WWDC. Siri is getting a major upgrade powered by Gemini, and @wintonARK and @GrousARK think it will become much more personal. In "The Brainstorm," they also break down the AI investments from industry
- Replying to @ARKInvest and @CathieDWoodWatch “In The Know” for Cathie Wood’s full economic breakdown.
- Employment Friday delivered one of the strongest jobs reports in recent memory. Non-farm payrolls came in at 172,000, blowing past the 88,000 expectation. Upward revisions added another 93,000. Wages grew at ~0.3%. The market sold off anyway. @CathieDWood thinks investors have
- Replying to @ARKInvest
- A decade. That's the gap between SpaceX landing its first reusable booster in 2015 and Blue Origin doing the same in 2025. SpaceX is already pushing for full reusability with Starship, which we believe could cut launch costs by an order of magnitude and widen the lead.
00:00 - ARK Invest reposted
Welcome to the billions club, ARK Venture Fund. $1 billion in assets under management and counting. The private market is unlocking and investors are taking notice.
00:00 - ARK Invest reposted
Prediction markets are heating up. @Kalshi launched perpetuals, and @RobinhoodApp's ambitions are taking shape. Meanwhile, @CashApp just launched Tags to make consumer finance feel magical again. I unpack these fintech stories in this week's newsletter👇 - Replying to @ARKInvest and @CathieDWoodWatch “In The Know” with Cathie Wood.
- The market sold off on the strongest jobs report in months. @CathieDWood thinks the bears are looking at the wrong data. Productivity has been crushing labor cost pressures. The yield curve is currently flashing deflation. And the day Kevin Warsh was appointed, gold peaked. One
