Andrew Kelly

@larsmoravy Full sized 3-row Cyber SUV

Let's make Teslas better... what do you all want for 2026?

@ARK_Funds @CathieDWood What do you see as SpaceX’s longer term financial opportunity across its businesses?

In our Fund mARKet Update webinars, @CathieDWood and the ARK Research/Investment Team discuss market dynamics and answer questions surrounding various portfolio companies. What questions do you have for the December webinar? ⬇️

@SawyerMerritt Took my parents out in their car with the trial this AM. They were impressed and the only thing that got them nervous was unprotected left turns where FSD turned the wheel left while waiting prior to the oncoming vehicles passing by.

Have you or anyone you know gotten the free Tesla FSD trial yet and tried FSD Beta for the first time? If so, how'd the experience go?

@GrousARK One of the key functions historically for retailers is curation. Google already acts as a curating agent (influenced by ad spend) for the majority of searches that don’t start directly at a retailer, but personal AI agents would be the curators of all curators and marketplaces.

The biggest issue with e-commerce today is the 'trust' gap of buying an item you can't physically see or touch. I've long thought more social commerce would help bridge that gap and still think it will. That said, the idea of a personalized AI agent trained specifically on your preferences that can also act on your behalf seems like the logical endpoint. Retailers try to embed trust-boosting features into online purchasing - retailer recommendations, consumer ratings/reviews, AR product viewing, etc... but if you disintermediate the consumer and retailer with a more trustworthy agent you displace the importance of the retailer itself. This is a bit of an overgeneralization but I see AI agents disintermediating consumers and marketplaces long-term. The obvious hurdle here is getting consumers to trust their AI agents, which is why I think companionship-focused AI companies could become the trojan horses of this race. Focusing on trust instead of interesting features will pay off in the long term.

First Look of the VOID RTFKT x Nike Dunk Genesis. -@complexcon 18-19th November -Public Online Release 20th November (11am EST + 8pm EST) 🔮

@skorusARK Great brainstorm! I tend to agree that automation creates jobs as it pulls more activity in market and unleashes creativity but I am curious how the job gain/loss curve is impacted by pace of adoption of the underlying technology… shockwave vs gradual uptake.

People are saying this is the best one yet... Episode 16 of the Brainstorm: -Open A Dall-E3 -Tesla's Optimus Robot ...see next tweet for a bunch of my research on automation/robots

𝗣𝗮𝗰𝗸 𝗗𝗿𝗼𝗽 𝗦𝗶𝘅 𝗢𝗽𝗲𝗻𝗶𝗻𝗴 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 Follow @ParallelTCG and RT this reveal for a chance to win one of 11 packs reserved from PD6.

@wintonARK Let’s get chatGPT to write the story and submit to WSJ or NYT as a guest columnist piece

Once somebody manages to exhort chatGPT into making some sort of outrageous or abhorrent statement... then we'll get our news story?

@TroyTeslike Would guess this is due to the reduction of EV tax credits in China at end of year - pump as many vehicles into the China market as possible before expiration.

Tesla's Delivery Wave Problem in Europe: Tesla deliveries are very low in the first month of the quarter but very high in the third month. This happens because Tesla always tries to maximize quarterly deliveries which means they want to deliver Q4 production in Q4. 1/5

@wintonARK Supply chain also sped back up just as demand started to soften (predictably) and this coupled with months long inventory commitment lead times created significant inventory build ups

Businesses reacted to supply chain by pulling forward holiday inventory Going to have to cut pricing to move volume going into a squishy December

Hey @RTFKT fam! Getting a lot of questions if this email is legit - it is. We are sending this email because for delivery the addressee’s name needs to be valid. Still, beware of scams, make sure you check the sender’s email which is: forging @rtfkt .com

in celebration of the merge today, i will give a random person who retweets this tweet an NFT

GM NFTs, Wednesday 11:30 AM on @RugRadio! ☀️ Topics: - Macro/NFT daily summary - PROOF Conference TLDR + a16z (again) - Special guests: @BenitoPagotto, @Zaptio and @ClegFX! - Empowering the Creator Economy in Web3, @RTFKT forging, & more! 🌎⚔️🌐 👇 twitter.com/i/spaces/1zqJV…

@wintonARK Otherwise destined to become commoditized contract auto manufacturers for those that own the software, if able to stay in business

OEMs still see software as a cosmetic cost-center to be shrink-wrapped around the vehicle design. It will be their death. Software is now the key performance differentiator. Every vehicle (and the entire product strategy) needs to enable and empower the software at its core.

@SirSnapback_eth @RTFKT @CloneXLA Same here - first time minting by contract but was much easier with the RTFKT community solving together

Seriously can NOT say enough about how amazing the @RTFKT community is. The way people worked 2gether 2 problem solve & share solutions was such a beautiful thing to see. Been wantin 2 learn 2 mint from contract and 2day was trial by fire but got my 5 hoodies thanks to @CloneXLA

@CardilloSamuel 👏 thanks for the recap and accountability. you all are some of the best in the game. keep pushing the boundaries and innovating!

This lack of diligence led to an unacceptable consequence which doesn't live up to the standards we've been building at RTFKT & I am absolutely sorry about it. While I am happy about gas war averted (despite high amount of minting) & lack of bots, this is still a failure. 7/7

I want to properly apologies to all of our collectors who faced an unacceptable experience while trying to get an AR Hoodie. The whole team worked hard to make sure everything was perfect: from the design of the experience to the smart contract. 1/7

@munster_gene Housing supply is still well below a balanced market but building month over month. If supply keeps building and gets to long term norms or beyond, seems likely we start to see price compression assuming rates remain elevated. Will take time but the same happened to retail goods.

My view: Buyers are going to have interest-rate sticker shock for the next 6 months, and eventually get over it. At this point, I don't see the housing market turning into a buyer's market.

We're keeping a close eye on the residential real estate market as a proxy for inflation. We talked to a Minneapolis broker today and two data points jumped out:

@loopify @todayodious @TheTreeverse Go for it!

@todayodious @TheTreeverse Very connected with our lore.

Would you be happy if we changed our name? 🤔 All 🌱 holders please comment!

@CrisprVision @ARKInvest @erdo11yahoocom1 Agreed, would be interested in hearing perspective here ^

Next Tuesday is our March #mARKetUpdate webinar, which means it's time to ask ARK! What questions do you have about the market, macroeconomics, or disruptive innovation? Let us know using #AskARK! We'll get to as many as we can during the webinar. Sign up: arkinv.st/3tkL8QB

@loopify Just as free to play and mobile significantly expanded the market for gaming, play & earn and NFT’s will deliver another massive expansion by combining gaming, social, and investing. Really looking forward to seeing Treeverse released & love the approach from @loopify and team.

Treeverse is a blockchain MMORPG looking to release at the end of 2022. We currently have a full-time team of talented designers, developers and artists dedicated to making this a reality. Giving away a Plot + Timeless to someone who retweets this tweet and comments!