Tasha Keeney

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Tasha Keeney

Tasha Keeney

@TashaARK

Director of Investment Analysis @ARKInvest | Direct Research on Autonomous Tech, Robotics, & Embodied AI (🚗🚜✈️🤖). Disclosure https://t.co/CfmviBF2g4

New York, NY Katılım Aralık 2013
539 Takip Edilen205.7K Takipçiler
Tasha Keeney retweetledi
ARK Invest
ARK Invest@ARKInvest·
$2.80 per mile → $0.25 per mile. That's the potential cost decline from human-driven ride-hail to autonomous robotaxis at scale. We believe the companies enabling that decline will capture the vast majority of the market. Read @TashaARK's new Substack: arkinvestmentmanagement.substack.com/p/robotaxis-ar…
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ARK Invest
ARK Invest@ARKInvest·
What major breakthroughs are ahead for robotaxis? They’re already operating today, but the next unlock is scale and timing, which will be determined by a few key factors. @TashaARK details in an askARK on the Autonomous Vehicles section of Big Ideas 2026.
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ARK Funds
ARK Funds@ARK_Funds·
.@wintonARK, @TashaARK, and @CathieDWood discuss recent headlines around SpaceX and the implications an impending IPO have on our investment in the ARK Venture Fund. ARK Venture Fund holdings and other fund information, subject to change: ark-funds.com/funds/arkvx
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ARK Invest
ARK Invest@ARKInvest·
Director of Research, Autonomous Tech & Robotics / Director of Investment Analysis @TashaARK shares 3 main takeaways from the Autonomous Vehicles section of ARK's Big Ideas 2026.
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ARK Invest
ARK Invest@ARKInvest·
Director of Research, Autonomous Tech & Robotics / Director of Investment Analysis @TashaARK takes us through the Autonomous Vehicles section of Big Ideas 2026. Watch now!
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Tasha Keeney
Tasha Keeney@TashaARK·
Tesla Semi enters production this year —electric, not autonomous. Makes sense as we believe the robotaxi market will be ~6x bigger than the robotruck market in 2030. Meanwhile, Aurora and Kodiak plan driver out over the road trucks this year. Read more below:
ARK Invest@ARKInvest

x.com/i/article/2036…

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ARK Funds
ARK Funds@ARK_Funds·
When will Optimus impact Tesla’s earnings? ARK estimates human-level task proficiency by ~late 2028, but it’s not the main story yet. @TashaARK, CFA notes in the March webinar that near-term earnings will likely still be driven by robotaxis.
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Tasha Keeney
Tasha Keeney@TashaARK·
@bgurley’s book is a thoughtful, practical guide to finding meaningful work. It resonated with me as a new parent to encourage my daughter to chase her dreams, even if that means confidently sneaking backstage for the cause.
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Daniel Maguire
Daniel Maguire@DMaguireARK·
The same week Uber starts collecting data for robotaxi providers, Tesla discloses its fleet generates 500 years of driving data...per day. Combine that with its ability to rapidly scale its robotaxi fleet - sounds like a recipe for amazing abundance.
Tasha Keeney@TashaARK

If @Tesla has 500 robotaxis and doubles the fleet every month, it could surpass Waymo's fleet in 3-4 months. Last we saw Waymo had 3K cars total.

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Tasha Keeney
Tasha Keeney@TashaARK·
If @Tesla has 500 robotaxis and doubles the fleet every month, it could surpass Waymo's fleet in 3-4 months. Last we saw Waymo had 3K cars total.
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Daniel Maguire
Daniel Maguire@DMaguireARK·
Last year was a turning point for robotaxis, with competition heating up across the board... @TashaARK and I spent a ton of time doing a deep dive into all things autonomy. Full report available in @ARKInvest's Big Ideas 2026!
Tasha Keeney@TashaARK

With @Tesla live with unsupervised robotaxis in Austin today, no better time to dive into our robotaxi research…! I used to be asked: will autonomous driving ever work? Now, the question is: when will it come to my city? Robotaxis are already driving themselves, and within their operation zones, they’re competing head-to-head with human ride-hail. From here, it’s all about scale.

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Tasha Keeney
Tasha Keeney@TashaARK·
@ARKInvest x.com/TashaARK/statu…
Tasha Keeney@TashaARK

With @Tesla live with unsupervised robotaxis in Austin today, no better time to dive into our robotaxi research…! I used to be asked: will autonomous driving ever work? Now, the question is: when will it come to my city? Robotaxis are already driving themselves, and within their operation zones, they’re competing head-to-head with human ride-hail. From here, it’s all about scale.

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Keşfet

@wintonARK @CathieDWood @Reece_Parkinson @bgurley @EdLudlow @CarolineHydeTV @BloombergTV @technology