BIS2022 - 3D Printing & Robotics: The Next Generation of Manufacturing

Download ARK's Big Ideas report and watch as the ARK research team and special guests present our latest conclusions at #BIS2022! ARK's Big Ideas 2022: ark-invest.com/big-ideas-2022/
3D printing and adaptable robots shorten supply chain footprints, allow for digital inventory, and reduce materials waste while cutting costs and time-to-production.
Originally aired on January 25, Big Ideas Summit 2022 features in-depth presentations from ARK's research team and seeks to educate attendees on the impact of breakthrough technologies and the investment opportunities they could create.
Change appears to happen slowly and then all at once. Over time, innovation should displace industry incumbents, increase efficiencies, and gain majority market share. With the right understanding of disruptive innovation and a long-term time horizon, we believe investors will capture exponential growth opportunities, which deserve a strategic allocation in their portfolios. For this reason, ARK focuses on opportunities likely to scale as technologies converge, transforming entire industries.
To enlighten investors on the impact of breakthrough technologies we began publishing Big Ideas in 2017. This annual research report seeks to highlight our most provocative research conclusions for the coming year. We hope you enjoy our Big Ideas for 2022.
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Disclosure: arkinv.st/39rzF94

[@genosails2]

Love your presentations.

[@robinamacher943]

Excellent summary! Thanks! Robin

[@SpicyAl3000]

Exciting! Thanks :)

[@_blair5759]

Exciting! Thanks.

[@heinzyketchupy4175]

Still bag holding nndm

[@user-ec6uz9lo5e]

Great video.Thanks

[@radishfever]

Thanks for sharing. Next decade is looking better economically and ecologically. Smart savvy investors will be rewarded very well.

[@monealiza7553]

Let's go, DM

[@rachelottele7471]

You're so flexible @spacex About the print... By the way. Yes "It is entirely possible"

[@davideasley2590]

Tasha and Sam thanks for putting this out. Would like to know what you think the catalysts are for 3D printing and robotics?

[@user-uu6bi4tn5o]

Catalyst ? This is so broad. What industry, what sector, what technology. Catalysts are everywhere around you on everyday life... you are just not looking or searching enough. How many parts do you think Tesla are addictively producing, Stanley black and decker, Ford, GM, Toyota, Dyson, SpaceX, The US Army,... ? etc etc

[@DrNoSpectre]

They mentioned a few here...supply chain, inflation, etc.

[@SuperbonyTheCat]

😹 Are you sure you're not sending from the same office? 😹

[@davidpessina6563]

💎

[@eigenvalue9358]

This is so superficial, would expect more from ARK. Where manufacturing problems does 3d printing solve and which not? As a mechanical engineer who has used 3d printing and loves the tech, I'm a lot less bullish on it than ARK.

[@user-uu6bi4tn5o]

What ADDITIVE manufacturing solution types would you be speaking of specifically that have failed supersede conventional methods and in which application (high volume+high throughput+lower value in nature, or high value+low volume), also what material classes were you dealing with?

[@eigenvalue9358]

@@user-uu6bi4tn5o Personally I was involved in low volume, high value applications. Also in sterile applications with larger dimensions, which is not ideal for 3d printing. Still, for some prototyping and specific products it was great. Imho it is just one more option in the manufacturing space, besides all the other available ones. Thus I fail to see how it can displace a large percentage of those other options. From my experience it might be able to take away from some of the most costly options like milling, but this is what I'd like to hear in ARKs presentation. Where is 3d printing truly disrupting and not just adding another neat option.

[@stbhansen]

@@eigenvalue9358 Are you sure you're a "mechanical engineer"?

[@ld-ky1mf]

Nndm 💥🔥🔥💥

[@yajmediajustice7238]

My man! 😎

[@chupposity]

In the meantime Amazon running tons of retailers out of business but that is not considered in the job add/loss analysis. With all the advances in manufacturing technology - car makers often do major rework of their assembly lines when they make a new model, this is not unique to shifting to EVs. 3D has been around for quite a while and I really expected it to start ramping up almost a decade ago but it still has not. I would be interested in understanding why it has taken so long for this to be adopted as a mainstream component in company supply chains. Also, how will this concept be monetized by investors? For instance I don't see robotics having a big impact on the bottom line of Dana any time in the next 5 years. I could see if they outsourced to a company that specializes in this, but that is not covered here either.

[@Cdictator]

3D printing can also miniaturize the electronic products. NanoFabrica can print parts at millimeter level layer by layer precisely. Imagine we will have drones the size as a fly in the future!

[@linusleblanc6348]

Another is PYR not in the portfolio?

[@thomassutherland5188]

Advice: Fire analysts.

[@anthonyyoung6489]

Thank you for my daily dose of comedy.

[@kelindrawn]

Right. Let me guess, you bought at the top?

[@southstarjj]

Our group is doing research on metal 3D printing. It is very hard in terms of materials science and processing. I don't believe we can see any successfully commercialized products in 10 years.

[@user-uu6bi4tn5o]

There is but a few classes of people, professionals in affected industries outside of the forward thinking investors who might have supreme appreciation for the opportunity at hand with not 3d printing as she keeps alluding to.... but 'ADDITIVE' manufacturing. It's very much worth watching closely, learning about because once the secret is fully out, OEMs qualify the processes at the product/production levels and supply chains have incorporated into enterprise systems, it would have been too late. And on this note.... keep close tabs on Desktop Metal. Don't know when it will be, but the fundamentals from adoption will create an extremely sustained and robust move to the upside. Don't miss this!

[@stefanot502]

Hi, can you comment on the fact Desktop Metal is not in your flagship portfolio ARKK or ARKX, but only in PRINT, while many other competitors are ? Which is the big reason why $DM is not in ARKK and ARKX ? Is their moat not relevant ?

[@GSVM007]

dm will get bought out by nndm, perhaps

[@user-uu6bi4tn5o]

@@GSVM007 really? NNDM? I don't know about this.... valuation based on fundamentals alone, DM is at least 40 times that of NNDM revenue. Though the only thing I'll say is that DM have less runway for now, if they can show efficiency gains from their acquisitions and arrest the cash burn in the form of exploding cost of revenues then DM could be a very special performer. Whereas there is absolutely no visibility or a path of any significant earnings for NNDM in the coming five years as reiterated time and again by that questionable CEO.

[@tmcche7881]

Which companies are creating the materials that enables "high volume" products manufacturing by 3D Printing? What types of products are already being produced and will be produced in the near term?

[@sambooo07]

The whole field is huge, so there are many examples... The materials development is really important and you have big players developing those: powders (polymers and metals), filaments and pellets (polymers) and resins (photopolymers)... Henkel/Loctite, BASF and Evonik are some of the best examples for resins (hundreds more, depending on the different applications... There's also de possibility of generating ceramic prints and even high temperature or engineering materials like PEEK-PAEK-PEEK-ULTEM and even reinforce prints using fibres (like carbon or glass), whether those are in particles or actually continuosly printed through the prints... There are way too many examples and points to address in order to give you a solid and complete answer... I can only add that day by day the field is growing, exponentially, and that now it's still your choice, bit in a not so long future, it may be the market the one who forces you to adopt it (not all the cases are suitable or practical), and it's not meant to replace the other technologies... It can also coexist and improve results notoriously.

[@MattZiggy]

Do your own research

[@tmcche7881]

@@MattZiggy gfy

[@user-uu6bi4tn5o]

@@MattZiggy hey, try to be nice, we are all trying to do well. 👌🏼💪🏼👍🏼

[@MattZiggy]

@@user-uu6bi4tn5o if he were really interested in disruptive technology, he'd do the research and learn about it. Being a keyboard warrior telling people to gft proves he's a little kid who is only interested in hopefully getting rich quick

[@steveutepfootball3410]

why is NNDM doing so poorly

[@cking5630]

I Love Tasha

[@johnbeeck2540]

Voice like Cathie!

[@cantbeatthebay4765]

NNDM 💎🤚

[@mikelCold]

This sounds a bit ignorant of how 3d printing actually works. Digital inventory vs physical inventory??? Those factors are not related....

[@crichi8252]

Is NNDM dead?

[@kennethgriffin5761]

Why are they on zoom when they are both in the same office 20 feet away? You can literally see Sam in Tasha's background lol.

[@stockswithkunle700]

That’s the new way of working. We do it in my business too

[@JonathanRootD]

After seeing Cathie Woods mansion, I'm beginning to think this is all an elaborate cash grab with excessive investment fees and fancy marketing.

[@prat-man]

Lots of Their research is available online for free. Do a little work yourself and invest in good companies and don't sell.

[@manning8]

Same as it ever was

[@davidhayes5058]

Transparency or maybe just marketing lol

[@davidhayes5058]

@@prat-man don’t sell? Really? I bet you wish you sold

[@prat-man]

@@davidhayes5058 I dollar cost average into good companies. I am down on a lot of positions of mine but I'm not gonna sell, even if ark sells out to concentrate on others. There are some great companies within her holdings.

[@RichardPeterShon]

Nndm is my retirement ticket together with tesla. Bought a sh$t load of nndm stocks

[@samuelbarnes9243]

I don't believe that your example of robots not stealing jobs is an effective one. Amazons increase in workforce could be due to the company stealing market share from its competitors due to there competitive advantages, they could be increasing their perisomal workforce whilst still having a negative impact on employment on an overall level (replacing say 1.5 workers in a less efficient company with 1 at amazon due to natural selection for example). I fail to see how this relates to overall employment unless you can link their increase in workforce to to further data to substantiate these claims.

[@steve.k4735]

THIS ,,, agreed thats very poor logic for the reasons you give

[@samuelbarnes9243]

@@steve.k4735 Automation and robotics decrease work. that's their very purpose. To say that its going to make more job in the future is a false claim. I do however believe its going to be a good thing for society.

[@steve.k4735]

@@samuelbarnes9243 Yeah I am 60 now and have been reading history and technology for 40 .. I agree I find `work` to be a poor use of humans , the majority is boring and unfulfilling. At some point machines will do most work better and cheaper.

[@SuspendedLogic]

\W/

[@lelandjackson5843]

😂

[@motorboy23]

Come on guys the point re robots creating more jobs is so shortsighted. Maybe for sure Amazon employed more people as it increased robots but that's because it as a company grew so much, what about its competitors it put out of business or had to downscale, all leading to job losses. You would need to compare the industry at the very least not one company in isolation.

[@dmora2386]

The hope would be an adaptation would occur such that those replaced by robots will move to other positions. Unfortunately, I doubt that will be the case for the current generation, maybe likely for the up and coming gen as they'll know the position is no longer available so they "should" be pushed to learn other skill sets. But yeah, it's why SMH for the min wage spike to $20/hr for non-skilled labor. They don't even realize they they're putting themselves out of a job for a short term gain, though I realize you have to eat/live today before you can live tomorrow. It's just inevitable that unskilled labor will be replaced by robotics. It just makes sense financially and from a efficiency/consistency perspective.

[@kschleic9053]

If Amazon had net destroyed jobs, unemployment wouldn't be at 3%. Physical stores that couldn't compete went out of business, but new jobs were created to replace the cashiers at those businesses. there is a seperate discussion about the quality of these new jobs vs the old jobs, it's debatable if peeing in bottle driving an Amazon van is worse than working as a customer facing retail associate in a store that didn't have what the customer was looking for😂.

[@motorboy23]

@@dmora2386 Do you think some.form.of Universal Credit is inevitable?

[@motorboy23]

@@kschleic9053 Fair point but their argument was still flawed

[@dmora2386]

I think the wall of text I just wrote got eaten by youtube. Anyway, in short, yes, IMO some form of Universal Basic Income will become a thing within 30years. Housing will never come back down to that it was(it'll corrrect 10-20%), wages are not increasing in line with inflation and the small increase in wages are not yeilding greater productivity. If the younger generation does not get their act together, get off twitter, stop worrrying about other people/countries problems, and instead forcuses on themselves, they are in big trouble. The danger of AI and Robotics, to unskilled workers is gargantuan. In a way, AI is also endangering skilled workers as well, as the AI now a days is capable of learning, and coding itself.

[@stevenr732]

Hey guys just wondering who would sell Tesla and buy gm what did you disscuss with Mary you lead Barra we're watching so is Elon! Never Ever bet against Elon Remember you guys helped fuel the Tesla fan club so deal with it you'll be long gone and Elon will be going strong

[@somethingginterestingg4275]

They bought such a small amount of gm and have been selling Tesla for awhile. They can't go above 10% in weight and clearly see more upside in other stocks that have gotten destroyed while tesla has held up fairly well

[@tomknop8675]

Damn, I'm a Tesla fan, but you go a bit over the top. Chill out a bit haja

[@stevenr732]

I stand by what I asked and yes I understand the 10% rule they have always done that but l believe it was low this time why do you think they don't push back or do you work for Cathy ??? Let's see if gm doesn't go bankrupt again and BRANDON prints money to bail them out that might sound familiar for some reason 🤔

[@GSVM007]

no mention to the COST of 3d printing. way too early for adoption.

[@MattZiggy]

no

[@linusleblanc6348]

Why is ARK getting obliterated? Also, why EXRO is not in the ARK portfolio?