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1 month ago | 
ark-invest.com | Tasha Keeney |Daniel C. Maguire |Frank Downing |Brett Winton
Last week, Google announced the sixth-largest US tech merger and acquisition (M&A) transaction in history—and the largest in its own corporate history—when it acquired Wiz, a private cybersecurity company, for $32 billion in cash.13 The transaction follows a severely restrained M&A environment driven largely by restrictions imposed by the Federal Trade Commission (FTC).
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Jan 21, 2025 | 
ark-invest.com | Nemo focuses |Daniel C. Maguire |Brett Winton |Nemo Marjanovic
Biotech investors are witnessing a growing divergence between private and public markets, both in valuations and performance. Private investors are betting on long-term innovation, while public markets are focusing on short-term profitability. Will regulatory and economic shifts close that gap? In 2024, the private market in biotech bounced back with 96 megarounds (nine-figure financing) that approached the 106 funded in 2021.
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Nov 20, 2024 | 
ark-invest.com | Daniel C. Maguire
Nuclear energy is regaining investor and media attention, as more than 20 countries have pledged to triple their nuclear capacity by 2050.1 The boom in AI data centers is incentivizing tech giants like Google,2 Amazon,3 Meta,4 OpenAI,5 and Microsoft to explore the possibility of nuclear power as a clean source of energy.
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Oct 28, 2024 | 
ark-invest.com | Nemo focuses |Tasha Keeney |Sam Korus |Daniel C. Maguire
What if every baby were to be assessed at birth by whole genome sequencing (WGS) to identify health issues, including hundreds of potential genetic disorders? New studies like the NHS Generation7 Study in the UK and GUARDIAN8 in the US are providing a glimpse into how WGS will shift healthcare from reactive care of the sick to a proactive, precision-based solution. How close are we to realizing that future, and what would it mean?
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Aug 26, 2024 | 
ark-invest.com | Nemo focuses |Tasha Keeney |Daniel C. Maguire |Nemo Marjanovic
We’re excited to see Baidu and Waymo scaling their robotaxi operations. Last week, Waymo confirmed that its sixth-generation robotaxi, developed by Geely’s Zeekr, will cut the number of onboard cameras from 29 to 13 and lidar sensors from five to four, compared to the hardware on Waymo’s Jaguar I-PACE.1 Although Waymo has not disclosed details, the cost of the new vehicle is likely to be much lower than the rumored ~$100,000+ for the current model2 —a critical step toward scaling operations.
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Aug 21, 2024 | 
transportfocus.org.uk | Daniel C. Maguire
21 August 2024 Transport Focus is acutely aware that passenger assistance across the rail network can be hit and miss. There are many accounts from disabled passengers of staff not providing the assistance as it was booked, or from those seeking to travel with more spontaneity, as ‘turn up and go’ passengers. This makes it difficult for disabled passengers to have the confidence to travel without fear of incident.
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Jul 29, 2024 | 
transportfocus.org.uk | Daniel C. Maguire
29 July 2024 There is a lot of change coming down the tracks for the railway. Earlier this month the King’s Speech set out plans for a Railways Bill, a welcome step towards the establishment of Great British Railways. Another, the Passenger Railway Services (Public Ownership) Bill, will have its second reading in the House of Commons today. These reforms are hugely significant, but they will naturally take time to have an impact on passengers’ journeys.
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Jul 23, 2024 | 
transportfocus.org.uk | Daniel C. Maguire
23 July 2024 The Office of Rail and Road (ORR) has released its annual report on passenger satisfaction and performance of Passenger Assist. This is the service that train operators are required to provide to passengers who need additional help to complete their journey because the railway is, for one reason or more, inaccessible to them. The results will come as a huge disappointment to both the industry and passengers alike.
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Jul 1, 2024 | 
ark-invest.com | Tasha Keeney |Daniel C. Maguire |Jozef Soja |Rong Guo
Last week, researchers at the Arc Institute published10 research on a new bridge RNA-based genome editing system—a compact and programmable molecular system that enables the direct insertion of new DNA sequences into the genome. Potentially, bridge RNA-based editing could offer significant improvements over CRISPR gene editing.
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Jun 12, 2024 | 
ark-invest.com | Tasha Keeney |Sam Korus |Daniel C. Maguire
ARK’s updated open-source Tesla model yields an expected value of $2,600 per share in 2029. The bull and bear cases, tuned to the 75th and 25th percentile Monte Carlo outcomes, respectively, are approximately $3,100 and $2,000 per share, as shown below. This research update presents ARK’s open-source Tesla model, which incorporates distributions for 45 independent inputs to simulate a range of potential outcomes for the company and its stock.
