I look forward to The Brainstorm episodes. It is great to hear about ARK’s research, as it pertains to recent news headlines. Nick and Sam do an excellent job.
Hunter Green: I am a huge fan of the show, i truly am appreciative of the insights ARK Invest share. I am a huge fan of the show and truly appreciate the insights that ARK Invest shares. I would love to hear more about the following topics: - presidential race - censorship hearing / RFK - UAP hearings - how serious should we take worldcoin? - LLMs, LLMs, LLMs, LLMs, LLMs, LLMs LLMs are breakthrough technologies accelerating fast, being tinkered with, teached to lie, biased, manipulated, and RAPIDLY iterated. Super hard to keep track of! Help us keep track of the development and the increasing implications to society as the LLMs run down the 9s of being reliable in replacing large worker groups etc. Censorship is obviously important to because suppression of information or ideas can be detrimental to the functioning of the market, as it can prevent individuals from making informed decisions and limit the ability of new ideas and products to enter the market.
Hunter green. 1) Is photonic compute perhaps a more important technology in the aggregate future than quantum computing? 2) Is the room temperature superconductor paper everyone was talking anout today (7-26) legit? And if so what investment cases are enabled.
Hunter Green - What are your thoughts on Palantir and where it fits into the AI space along with investment thesis Ark has for including it in the fund. Thanks
Hunter Green: Assuming Tesla gets FSD to a version they feel is appropriate for level 5 autonomy, what does that regulatory process look like and any idea how long that process would take? Thank you!
I have a Model Y. It is hard for me to imagine that FSD is ready. Autopilot still suffers phantom braking. There’s a weird intersection in Boston where, to ultimately turn right, the vehicle routes the car through a very complex series of lefthand turns instead of just making a legal, very simple right hand turn.
Code word (hunter green) Question: While watching Sandy Monroe’s latest video about Cybertruck, I found out that there seems to be quite a number of setbacks with it, especially with the exoskeleton body down to the bone, which was originally promised, to now a cast body just like the model Y, can you talk more about this, particularly in the area of how this could affect the cost of production for the Cybertruck? And also, on the state of the 4680 production, which could also affect the initial promised range of 500+ miles of the Cybertruck. Thanks.
Hunter Green: How do we build future focused systems of onboarding civilization to an age of AI considering it's incomprehensible advancement compared to humanity's slow reaction time or even comprehension?
Heres some ideas of how it may be addressed: Challenge societal stereotypes, mentorship programs (both ways) & opportunities for older workers to upskill: start chatting and talking with large language models every single day, and get the pro versions for 20$ / month. Make it synthesize content to remove bias/shorten, brainstorm ideas, design processes, troubleshoot problems, understand the world. Keep in mind they are flawed, biased and might lie to you, but if you tell it to follow steps to do something, more often than not it will successfully follow those steps.
Hunter green - what is the first company in the ARKK portfolio which you believe will proliferate next (similarly to NVIDIA in your other strategies)? Would be good to understand which company the team feel will come out the gate in a major way, besides Tesla
Hunter Green: What are your thoughts on the premise that we’re only about a maximum of 5 years away before end to end AI completely replaces the need for financial analysts for any and every financial capacity except for human to human face to face meetings?
Hunter Green - as we see utilization of autonomous vehicles go up, and the relative value of the autonomous software increase relative to the hardware value, how many miles do you think autonomous robo taxis will be able to accumulate before they are need to be recycled. In my model I’m conservative at 300k, but I believe EVs will end up lasting longer and have more incentive to continue maintenance is normally a car worth $5000 might get junked, but if it has software worth $20,000, might be worth it to spend thousands of dollars on maintenance to continue using the software
Hunter green, interesting. Never heard of that colour until watching this, just read about it on Wikipedia. What is ARK's approach to managing it's holdings given that there are multiple strong indicators that a recession is looming?
Code Hunter Green 😂. My question is: why was Ark selling TSLA stocks recently? And the show is great 👏👏👏👏👏👏👏👏👏👏 please keep on delivering such a great and insightful content.
Hunter Green. With respect to gene editing, how does ARK take into consideration regulatory risks? It seems like a promising technology but at the same time, getting approval could limit or even stifle innovation in this field. When does ARK see gene editing going main stream, available cheaply for the masses?
I don't understand this FSD thing. I worked on automatic landing systems in the 90's and we solved that problem but the FAA would never let us employ it in commercial aircraft. We did sell it to the US navy for aircraft carrier landing systems. Who in the US government will sign off on this idea to let the public use FSD?
Hunter Green: in order of impact from high to low, how would you rank different themes of Disruption/Innovations that ARK focuses on ( AI, Blockhain, Energy etc..)
Hunter green: can you talk about how LLMs an unique data sets in multiomics? Are their regulatory hurdles that need to be overcome, if so what are specific hurdles you see?
Hunter Green Could AI develop to solve FSD without needing any data from the on road Tesla cars? Elon says it’s essential to have data from the cars. Is Elon always right? Could AI developed by another company eliminate Tesla’s lead in FSD?
Hunter Green: 1) A typical human requires less than 50 driving hours for the driving test. Why is your forecast model comparing different companies based only on the metric of miles driven (in excess of million miles) per amount of time? Clearly there is a path to achieve full self driving in under 50 driving hours. What probability do you assign to this scenario in your forecast models? 2) Will Tesla be financially liable for all incurred damages that are attributable to FSD "errors" and did you take this into account in your forecasted models? 3) Does Tesla have any plan or advice for all of the drivers/workers that will be potentially displaced due to this innovative disruption? Elaborate your thoughts on the consequence for all of the extra workers and the potential incurred karma as a result.
Real World data on full self-driving is very big. A lot of unknown factors are happening. Because American roads are different to Indian roads Asian . Add weather climate animals I think Tesla FSD 10 yr
2024 for robotaxi? Really? I think best case it should be ready in 2-3 years and will take a few more years to get approval, so like 2030. I still believe they are easily going to win, just a hard problem. I'll still waiting for it not to change lanes every mile and stop missing turns.
The color is Hunter Green and my comment has to deal with all this business about self driving. Tesla may have the answer to this, but at the end iof the day nothing is going to happen to make it legal for owners to use and certainly not for use in robo taxis untill it gets approved by Congress. Odds of that happening are close to zero, at least for the foreseeable future. Another point that the idiots on Wall Street seem to be clueless about has to do with the rapid growth of Tesla's storable energy development. That to be is going to be far more important as well as critical given the rapid sales of EVs as well as increased needs for clean energy around the world.
You lost me when you started talking about something you have no experience with, knowledge of, nor business getting involved in. Next time, bring on a "guest" who actually knows something about the subject of the Labor Movement as it relates to the motion picture industry. Perhaps invite Fran or Lindsay to educated you on the subject. Until then you should be silent on the matter. If this is indicative of ARK's level of knowledge (or lack thereof) regarding the various industries it invests in, it's time to divest.
To be a serious investor, should you have tried FSD at least to predict when the FSD will be released? I have about 20K miles on FSD. I also know how to read Elon schedule. I don’t believe final FSD release is possible or necessary in 2023 and even 2024 is a stretch. Mid 2024 to mid 2025 is highly likely. You also don’t mention Dojo. If you can’t see beyond the public information. Your research is incomplete
![Blox Fruits Dragon Rework Update [Full Stream]](http://i.ytimg.com/vi/EqDAp8udhm0/mqdefault.jpg)
I look forward to The Brainstorm episodes. It is great to hear about ARK’s research, as it pertains to recent news headlines. Nick and Sam do an excellent job.
My favorite new television show! Thanks guys!!!
Hunter Green: I am a huge fan of the show, i truly am appreciative of the insights ARK Invest share. I am a huge fan of the show and truly appreciate the insights that ARK Invest shares. I would love to hear more about the following topics:
- presidential race
- censorship hearing / RFK
- UAP hearings
- how serious should we take worldcoin?
- LLMs, LLMs, LLMs, LLMs, LLMs, LLMs
LLMs are breakthrough technologies accelerating fast, being tinkered with, teached to lie, biased, manipulated, and RAPIDLY iterated. Super hard to keep track of! Help us keep track of the development and the increasing implications to society as the LLMs run down the 9s of being reliable in replacing large worker groups etc.
Censorship is obviously important to because suppression of information or ideas can be detrimental to the functioning of the market, as it can prevent individuals from making informed decisions and limit the ability of new ideas and products to enter the market.
So rich in original insights! Really enjoyed it!
Hunter green.
1) Is photonic compute perhaps a more important technology in the aggregate future than quantum computing?
2) Is the room temperature superconductor paper everyone was talking anout today (7-26) legit? And if so what investment cases are enabled.
Hunter Green - What are your thoughts on Palantir and where it fits into the AI space along with investment thesis Ark has for including it in the fund.
Thanks
Love these brain storm sessions 👍👍🚀🚀
Before you make a decision buying a fund it is extremely valuable to see analysts talking.
Hunter Green: Assuming Tesla gets FSD to a version they feel is appropriate for level 5 autonomy, what does that regulatory process look like and any idea how long that process would take? Thank you!
I have a Model Y. It is hard for me to imagine that FSD is ready. Autopilot still suffers phantom braking. There’s a weird intersection in Boston where, to ultimately turn right, the vehicle routes the car through a very complex series of lefthand turns instead of just making a legal, very simple right hand turn.
Hunter Green: Tell us your story on how you got at Ark? what was your career path.
Code word (hunter green)
Question: While watching Sandy Monroe’s latest video about Cybertruck, I found out that there seems to be quite a number of setbacks with it, especially with the exoskeleton body down to the bone, which was originally promised, to now a cast body just like the model Y, can you talk more about this, particularly in the area of how this could affect the cost of production for the Cybertruck? And also, on the state of the 4680 production, which could also affect the initial promised range of 500+ miles of the Cybertruck. Thanks.
Hunter Green: How do we build future focused systems of onboarding civilization to an age of AI considering it's incomprehensible advancement compared to humanity's slow reaction time or even comprehension?
Hunter Green, how can ageism be addressed in technology, we have a lot to contribute.
Heres some ideas of how it may be addressed: Challenge societal stereotypes, mentorship programs (both ways) & opportunities for older workers to upskill: start chatting and talking with large language models every single day, and get the pro versions for 20$ / month. Make it synthesize content to remove bias/shorten, brainstorm ideas, design processes, troubleshoot problems, understand the world. Keep in mind they are flawed, biased and might lie to you, but if you tell it to follow steps to do something, more often than not it will successfully follow those steps.
Hunter green - what is the first company in the ARKK portfolio which you believe will proliferate next (similarly to NVIDIA in your other strategies)? Would be good to understand which company the team feel will come out the gate in a major way, besides Tesla
Hunter Green, what year do you think we will be able to buy an optimist robot to do work at our own personal house?
Hunter Green: What are your thoughts on the premise that we’re only about a maximum of 5 years away before end to end AI completely replaces the need for financial analysts for any and every financial capacity except for human to human face to face meetings?
Hunter Green - as we see utilization of autonomous vehicles go up, and the relative value of the autonomous software increase relative to the hardware value, how many miles do you think autonomous robo taxis will be able to accumulate before they are need to be recycled. In my model I’m conservative at 300k, but I believe EVs will end up lasting longer and have more incentive to continue maintenance is normally a car worth $5000 might get junked, but if it has software worth $20,000, might be worth it to spend thousands of dollars on maintenance to continue using the software
Apologies for all the typos, commenting, while walking the dog and listening to your video lol
Hunter green, interesting. Never heard of that colour until watching this, just read about it on Wikipedia. What is ARK's approach to managing it's holdings given that there are multiple strong indicators that a recession is looming?
Code Hunter Green 😂. My question is: why was Ark selling TSLA stocks recently? And the show is great 👏👏👏👏👏👏👏👏👏👏 please keep on delivering such a great and insightful content.
Hunter Green. With respect to gene editing, how does ARK take into consideration regulatory risks? It seems like a promising technology but at the same time, getting approval could limit or even stifle innovation in this field. When does ARK see gene editing going main stream, available cheaply for the masses?
Question - hunter green - will the u.s. military not intervene with commercial ai robot development ?
Hunter Green: why the switch from ATAI to Compass?
hunter green. Thank you
Hunter green. What is your view of superintelligence and the likelihood of good and bad outcomes assuming it occurs? Thanks 🙏
I don't understand this FSD thing. I worked on automatic landing systems in the 90's and we solved that problem but the FAA would never let us employ it in commercial aircraft. We did sell it to the US navy for aircraft carrier landing systems. Who in the US government will sign off on this idea to let the public use FSD?
Hunter green: What is the role of private space exploration in the new economy.
Hunter Green: in order of impact from high to low, how would you rank different themes of Disruption/Innovations that ARK focuses on ( AI, Blockhain, Energy etc..)
Hunter green: can you talk about how LLMs an unique data sets in multiomics? Are their regulatory hurdles that need to be overcome, if so what are specific hurdles you see?
I like these videos
Hunter green: guys what blockchain protocol is according to you most in front for dealing with AI is the next decade?
Hunter Green. Why don't ARK analysts ask questions on earnings calls. How do ARK analysts get information from companies. Thanks
Hunter Green
Could AI develop to solve FSD without needing any data from the on road Tesla cars?
Elon says it’s essential to have data from the cars. Is Elon always right?
Could AI developed by another company eliminate Tesla’s lead in FSD?
Hunter Green:
1) A typical human requires less than 50 driving hours for the driving test.
Why is your forecast model comparing different companies based only on the metric of miles driven (in excess of million miles) per amount of time?
Clearly there is a path to achieve full self driving in under 50 driving hours.
What probability do you assign to this scenario in your forecast models?
2) Will Tesla be financially liable for all incurred damages that are attributable to FSD "errors" and did you take this into account in your forecasted models?
3) Does Tesla have any plan or advice for all of the drivers/workers that will be potentially displaced due to this innovative disruption?
Elaborate your thoughts on the consequence for all of the extra workers and the potential incurred karma as a result.
HUNTER GREEN!
What do you think Jack Dorsey is up to these days regarding Bitcoin, solar energy, and open banking?
Real World data on full self-driving is very big. A lot of unknown factors are happening. Because American roads are different to Indian roads Asian . Add weather climate animals I think Tesla FSD 10 yr
Adding to my last comment 'Hunter Green'
Hunter green: What is Daniel McGuire’s Twitter handle? I searched and couldn’t find it.
Here you go: twitter.com/DMaguireARK
1063 and counting 🎉
2024 for robotaxi? Really? I think best case it should be ready in 2-3 years and will take a few more years to get approval, so like 2030. I still believe they are easily going to win, just a hard problem. I'll still waiting for it not to change lanes every mile and stop missing turns.
X-Corp could pick up Silvergate in La Jolla, CA for 16 million ...way better deal than Twitter. But no Doge Coin though.
First Maxis then Silvergate? Elon loves San Diego county
hunter Green.
The color is Hunter Green and my comment has to deal with all this business about self driving. Tesla may have the answer to this, but at the end iof the day nothing is going to happen to make it legal for owners to use and certainly not for use in robo taxis untill it gets approved by Congress. Odds of that happening are close to zero, at least for the foreseeable future. Another point that the idiots on Wall Street seem to be clueless about has to do with the rapid growth of Tesla's storable energy development. That to be is going to be far more important as well as critical given the rapid sales of EVs as well as increased needs for clean energy around the world.
You lost me when you started talking about something you have no experience with, knowledge of, nor business getting involved in. Next time, bring on a "guest" who actually knows something about the subject of the Labor Movement as it relates to the motion picture industry. Perhaps invite Fran or Lindsay to educated you on the subject. Until then you should be silent on the matter. If this is indicative of ARK's level of knowledge (or lack thereof) regarding the various industries it invests in, it's time to divest.
Mehhhh.... It's just like AOL at the beginning of the internet.
You all took an instant 10% loss for riding thru the earnings week, even though you were warned over and over.
Pathetic.
Why sell and have tax obligations.
FSD is so boring .. no risk..well, not none..could still get T-Boned at an intersection. Performance model is all that interests me.
To be a serious investor, should you have tried FSD at least to predict when the FSD will be released? I have about 20K miles on FSD. I also know how to read Elon schedule. I don’t believe final FSD release is possible or necessary in 2023 and even 2024 is a stretch. Mid 2024 to mid 2025 is highly likely. You also don’t mention Dojo. If you can’t see beyond the public information. Your research is incomplete
As of speaking Tesla 11.4.6 is still not great .. long way for Tesla to make it work ..
Hunter Green: What can you tell us about Worldcoin that Sam Altman just launched?
Hunter Green: What's is your take on Tesla's Robotaxi deployment strategy? How will they implement this and roll it out to the masses?