Tasha Keeney

New York

Director, Investment Analysis and Institutional Strategies and Analyst at Ark Invest

Dir. of Investment Analysis & Institutional Strategies @ARKInvest. Cover Autonomy (🚗,‍🚜,✈️,🤖🛞) & Additive Manufacturing. Disclosure https://t.co/CfmviBEuqw

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Articles

#456: Waymo’s Safety Improves While Tesla Has The Data Advantage Ahead Of Its Robotaxi Launch In June, & More

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).
#455: Apple Is Delaying Apple Intelligence, & More

1 month ago | ark-invest.com | Nemo focuses |Brett Winton |Nemo Marjanovic |Tasha Keeney

Apple has delayed the release of some of its most widely touted Apple Intelligence features until 2026 or later.1 Though the delay may be a surprise to seasoned Apple observers,2 disruptive technologies are challenging for incumbents—now including Apple—to incorporate.3 The characteristics that make AI interesting may not be consistent with Apple’s buttoned-up, optimized ecosystem.
#437: Tesla Is Poised To Launch A Multi-Trillion Dollar Robotaxi Opportunity In 2025, & More

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?
Elon's Historic Week: Cybercab And Starship | The Brainstorm EP 65

Oct 17, 2024 | ark-invest.com | Nicholas Grous |Tasha Keeney

It’s a good week to be Elon Musk! This week, Autonomous Technology and Robotics Director of Research Sam Korus and Director Of Investment Analysis & Institutional Strategies Tasha Keeney discuss the recent launch of Cybercab, and the successful landing of SpaceX’s starship rocket.
#435: What Do We Think Of Tesla’s Cybercab?

Oct 15, 2024 | ark-invest.com | Lorenzo focuses |David McGlynn focuses |Tasha Keeney |Lorenzo Valente

In early September, the stablecoin supply ratio oscillator (SSRO), a metric used to assess bitcoin’s potential purchasing power, became extremely “oversold” (-2.27), hitting lows last seen near the bottom of the bear market in 2022, as shown below. Note: The Stablecoin supply includes USDT, TUSD, USDC, USDP, GUSD, DAI, SAI, and BUSD. Source: ARK Investment Management LLC, 2024. Chart data from Glassnode. Information as of September 30, 2024.
Countdown To Cybercab, Tesla’s Multi-Trillion Dollar Robotaxi Opportunity

Oct 7, 2024 | ark-invest.com | Tasha Keeney

On October 10th, Tesla will unveil Cybercab, its highly anticipated robotaxi, taking a crucial step toward launching its autonomous ride-hailing service. In our view, an autonomous taxi platform will unlock a multi-trillion dollar market and begin to dominate Tesla’s valuation, approaching ~90% of its enterprise value over the next five years.1How would Tesla’s robotaxi service work?
#433: AI Could Transform The Software Value Chain, & More

Sep 30, 2024 | ark-invest.com | Brett Winton |Nicholas Grous |Tasha Keeney

Anthropic—the AI development company behind the top-tier Claude models—is reportedly seeking a valuation as high as $40 billion in a new fundraising round.1 In the wake of OpenAI's ongoing efforts to raise $6-7 billion at a valuation of ~$150 billion, Anthropic's talks with investors are still in early stages. These reports are leading to questions about the justification for these lofty valuations.2ARK believes the justification lies in AI’s potential to transform the software industry.
#430: DeepMind’s New AI System, AlphaProteo, Should Accelerate The Discovery Of New Drugs, & More

Sep 9, 2024 | ark-invest.com | Nemo focuses |Lorenzo focuses |Nemo Marjanovic |Tasha Keeney

Last week, Google’s DeepMind released AlphaProteo, a cutting-edge AI system that designs proteins which bind tightly to target molecules and could accelerate research in the development of drugs, diagnostics, and more. Proteins interact to regulate cellular processes.
#428: Robotaxis Continue To Scale, & More

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.
#425: FDA Approval Of Guardant Health’s Shield™ Liquid Biopsy Could Transform Cancer Screening, & More

Aug 4, 2024 | ark-invest.com | Nemo focuses |David McGlynn focuses |Nemo Marjanovic |Tasha Keeney

During the Bitcoin Nashville conference on July 27, Wyoming Senator Cynthia Lummis introduced the BITCOIN Act of 2024—Boosting Innovation, Technology, and Competitiveness Through Optimized Investment Nationwide Act of 2024—proposing a Bitcoin Purchase Program for a Strategic Bitcoin Reserve that could position the United States as a pioneer incorporating digital assets into its national reserves strategy.5 The bill proposes that the ~200,000 bitcoins confiscated by the US government after the...