Tasha Keeney
@TashaARK
Director of Investment Analysis @ARKInvest | Direct Research on Autonomous Tech, Robotics, & Embodied AI (🚗🚜✈️🤖). Disclosure
555 Following 205K Followers
Tasha Keeney: Here's What The Cybercab Changes
This week I wrote about Tesla's call to action for Cybercab fleet buyers. Cybercabs should deliver autonomous ride-hail at affordable prices, expanding the ride-hail market significantly.
We ordered a Zipline drone delivery. @TashaARK shares our thoughts.
Last week, Zipline and Uber announced a partnership targeting one million drone deliveries per day by the end of 2029.
DoorDash, the largest food delivery platform by volume, is taking a different approach and building its own drone platform, DoorDash Air.
Separately, Amazon’s drone delivery service plans to reach nearly 500 cities and towns by the end of 2026.
Manna launched in Tulsa, Oklahoma and Walmart is targeting more than 270 drone delivery locations in 2027.
ARK’s research suggests that drone delivery at scale could cut last-mile costs by more than 90%.
@TashaARK and @DMaguireARK on what all of this could mean for the addressable market in this week's newsletter ⬇️
Show more
Most people think driverless trucking is years away. @Gatik_AI is already moving freight for some major brands you’d recognize. @TashaARK explains why ARK doubled down on its ARK Venture Fund investment.
Holdings:
Show more
“You can quickly see how they would get to the $1 trillion target by 2030.” @TashaARK, CFA walks through the SpaceX compute buildout one gigawatt at a time.
“Tesla is a leader in physical AI.” @TashaARK joins our Stock Stories series to break down how she believes Robotaxi, Optimus, and Terafab, its SpaceX-partnered project, could combine into tens of trillions of dollars.
Show more
SpaceX shared a $100B annual recurring revenue target and is building enough compute capacity by next year to require the power output of 20 large nuclear reactors. @TashaARK and @DMaguireARK unpack SpaceX's Q2 earnings call—from AI capital spend to Starship's next test flight.
Show more
Everyday questions can be answered by any AI model. The complex, token-heavy work is where the competition lives. @TashaARK discusses with @wintonARK how much knowledge work is actually up for grabs to cheaper Chinese or open-source models on "The Brainstorm."
Show more
Drone deliveies are on pace to go from under 1 million deliveries last year to ~10 million this year. @realBobbyHealy, founder and CEO of @MannaAero, tells @TashaARK and @DMaguireARK on FYI why fully digitized airspace could be a trillion-dollar market.
Show more
Great discussion on drone delivery with @realBobbyHealy and @TashaARK! 🤖
We live in exciting times, tune in to hear how @MannaAero plans to transform last mile delivery!
AI models are getting up to 97x cheaper in just a year and a half. @TashaARK joins "The Brainstorm" to unpack what that means for knowledge work, plus why SpaceX's latest Starship test flight could unlock the same kind of cost collapse for satellite deployment.
Show more
~$26 trillion is the opportunity ARK sees for humanoid robots, split evenly between manufacturing and home robotics. @TashaARK, CFA breaks down the turning point and why homes will come later in the Q2 2026 webinar.
Show more
Half your DoorDash bill is fees. The other half is the meal. @TashaARK, CFA breaks down why that split exists and why drones could collapse delivery costs to under a dollar in a new askARK.
Show more
Tesla and SpaceX are already collaborating on manufacturing, and the next phase could be humanoid robots deployed on Mars. @TashaARK breaks down our thesis in the June webinar: robotics, AI, and space launch are not separate bets. We believe they are one converging story.
Show more
Our “June Fund mARKet Update Webinar” is now available. Watch as @CathieDWood and our research/investment team address ARK performance and holdings and answer your questions on autonomy, healthcare, SpaceX, Anthropic, OpenAI, and more.
Show more
"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.
Show more
Autonomous Technology & Robotics team Director of Research @TashaARK, CFA and Research Analyst @DMaguireARK, ACA break down SpaceX's S1 filing and answer live viewer questions.
Show more
Tesla's FSD 15 is compatible with AI4, Cybercab production is already ramping, and the safety data is there. @TashaARK, CFA shares why she's confident AI4 is the platform that will deliver robotaxi in our May webinar.
Show more
Join us live!
