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Don’t chase what was. Own what’s next. Big Ideas 2026.
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ARK Invest
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ARK Invest
@ARKInvest
Investment advisor focused solely on disruptive innovation.
Disclosure: arkinv.st/terms
- Anthropic is paying SpaceXAI $1.25 billion per month to rent its Colossus supercomputer cluster. That is $15 billion a year on a $30 billion build. The economics of AI infrastructure are unlike anything we have seen before. @CathieDWood covers the AI infrastructure “boom” in “In
- "Don't let the tech and telecom bubble and bust scare you. That was too much capital chasing too few opportunities too soon." @CathieDWood on "In The Know" about why the comparison falls apart: there was no cloud, no AI breakthroughs, and everything was way too costly.
00:00 - ARK Invest repostedA magic wand that taps to pay sold out in hours. The launch highlights something investors have waited to see. Product velocity is returning to Block. Interesting X Article from @varshikaARK ⬇️
- ARK Invest reposted
One of the most anticipated initial public offerings (IPO) of the year is here. ARK Invest has held SpaceX in the ARK Venture Fund since 2023. Reusable rockets. Starlink's profitability. A 10-year lead on every competitor. The IPO does not change our thesis. It validates our - ARK Invest reposted
The SpaceX pre-IPO perp on @HyperliquidX just crossed $400M in 24h volume, a 10x from $40M in a matter of days. At $177, the market is pricing the launch above a $2T valuation. The real test: how close does this print to the post-IPO price? These markets will start to matter A
- A magic wand that taps to pay sold out in hours. The launch highlights something investors have waited to see. Product velocity is returning to Block. Interesting X Article from @varshikaARK ⬇️
- ARK Invest repostedARK 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 - Replying to @ARKInvest and @TashaARKWatch the full SpaceX IPO livestream replay.
- "We do believe that Elon was a major driving force in just making the impossible possible." @TashaARK, CFA makes the case for why keeping Elon Musk at the helm of SpaceX is critical, and why the lofty S-1 targets are designed to keep him there.
00:00 - ARK Invest reposted
Published on our last newsletter, I write about ECDSA.fail and how AI auto-research loops are optimizing the algo stack of quantum computers. As of now, Google's circuit to run Shor's on ECC-256 is 42.9% optimized. Toffolis have been optimized beyond any prior best
