Sam Korus
16.7K posts
Sam Korus
@skorusARK
Director of Research Autonomous Technology & Robotics @ARKinvest. Automation, robotics, energy storage, alternative energy, and space. Disclosure bit.ly/1C5DBVL
- From $90 billion to $1.2 trillion committed to electric vehicles in just four years.
- It wouldn't surprise me if Amazon added more robots than people at some point within the next few years.
Replying to @wintonARKThe robotics inflection is quite evident reading through Amazon’s robotics posts from just the past few months. aboutamazon.com/new/transporta… aboutamazon.com/news/operation… aboutamazon.com/news/operation… - Just started reading Engines That Move Markets ...and by reading I mean looking at the pictures.
- The other crazy stat is that over 3 million people applied to work at Tesla in 2021 and Tesla added ~28,500 people in 2021. Probably an interesting opportunity to create an education pipeline.
- Seems like there should be terminology introduced to differentiate between recalls and software updates. Because you know, one requires something to be recalled and the other doesn't.
- I wonder what happens to railways when autonomous electric trucks start competing on price per ton-mile... ark-invest.com/articles/analy…
- Still working to update w/ incremental info from the SpaceX report, but I'm always amazed at how robust wrights law cost declines are: This is $/Gbps in orbit:
- 1/Tesla said it believes the Model Y can become the best-selling vehicle globally in ~2022. Comparing to 2019, that would mean ~1.5 million units. Here's how the Model Y ramp looks compared to the Model 3 ramp so far.
- Why we think Elon's pay package could be a win-win-win. Grow the pie, create abundance.
00:00 - For everyone looking to compare the Tesla and Ford Model T ramp. Pulling data from Tesla website and Wikipedia for Ford.
