Cyclical Seesaw & Teslanomics | ITK with Cathie Wood

[@buildyourownbackyard6217]

Not a huge ARK fan, but as a layperson thinking about Tesla's safety... Every Tesla FSD accident is reported nationally. Each of them. Imagine what the news would look like if every Tahoe or Expedition (or whatever) accident was reported nationally. There are probably 2 Camry's totaled out in Dallas every day.

[@Vinsanity0110]

greatly appreciate sharing the research. have never been more excited for the future of TSLA

[@userwink]

Knowledge is the key to good investing. Thank you everyone at Ark.

[@BlackSwan-sq2iw]

I have been following Cathie since 7 or 8 years ago. Bought her funds. Her ideas didn’t pan out. Her forecasts are wrong.

[@987nightday]

Breath of fresh air. Positive.

[@georgebrandt9039]

Watched to the end, thank you for sharing your experience and perspective.

[@mamacryptO4686]

😊 I enjoyed that. Thank you, Kathy!

[@pralden]

Really nice breakdown of the data and information that cuts through all the noise out there.

[@JackQuantum]

Thanks for sharing all that knowledge and insights!

[@pawelkorbel9443]

Great program. Thanks Cathie. :)

[@kevinyang4929]

Very useful and detail informations. Thanks for ur help and I have more confidence for Tesla

[@noobmaster5434]

Thanks so much. The content is amazing.

[@RahRah-vu2mh]

I'm a marketing consultant and professor. Peter Drucker once taught us that Innovation + Marketing = Value, all the rest are costs. Watching this, it's clear on the marketing side of things that Tesla has swapped Innovation with Exponential innovation and in doing so has been and will continue to blow everyone else trapped by traditional methods out of the water.

[@anthonyballog8026]

Was in Tesla for the battery but when I seen v12... Thank you Cathie for all you do.

[@paulpaul7777]

Great insight Cathie and team ❤❤❤

[@ranli9607]

Thanks, always watched the whole video, great work ❤

[@oferfriedman5821]

Thanks you for the axplantion 🎉

[@LucyDarlington]

Amazing intel, as usual! Thank you Cathie Wood!

[@HRIapstrategy]

Thank you for being such a great educational resource Ark team. ❤ your teams intelligence & dissemination of expertise

[@ianyates3471]

Dear Miss Wood, thank you for your presentation. I have a couple of questions: 1) your quote that Tesla has outsold Toyota in terms of total vehicle sales is incorrect. Correct in terms of total EV sales 2) C++ is a procedural language it is not an AI enabled language. Look at Python and Tensor Flow. 3) Tesla is facing increasing competition at both the top end I.e European brands and at the bottom end BYD, KIA, and Hyundai. Which means without scale Tesla is being squeezed 3) The AI boom for chip companies is limited to the saturation point for building AI infrastructure. This will happen over the course of the next year. 4) the real action I believe is with Quantum e.g D-Wave systems and the emerging companies that are in the early stages of employing Quantum to solve real world problems Just a thought

[@girowinters]

Definitely not being squeezed at the top. Definitely are at the bottom end. Those European marques are barely keeping up

[@Guardianrockwealth]

I believe they said Camry not total Toyota sales.

[@NSG1323]

Yall do good work‼️💯

[@NSG1323]

Where can we find the slide deck?

[@Balilaci69]

Speaking about safety, we should not forget the rare occasions like the father drove off the cliff and after a huge fall the whole family survived without major injuries in a Tesla.

[@ramanmittal6360]

Dear Cathy knowledge is no use to investors unless you can produce results. ARKK is back to levels it was 7 years ago. We are here to learn of course but more importantly to have decent returns on our investment. Just knowledge does not pay the bills

[@moneythugg4291]

Thanks you and your great team for great guidance ❤

[@tomwalker3553]

A terrific presentation as usual. Thank you and your company for doing these.

[@douglasstewart2253]

THANK YOU for spending your time with us. Listening to your In The Know really does help put the pieces together.

[@dragoneuh]

Cathie Wood's ETFs have significantly impacted many investors negatively, ranking among the worst-performing stocks. Her prominence seems largely tied to her views on Tesla.

[@88doonyboy88]

Thank you Cathie!!!

[@frankcolliton10]

Hey Crashie Wood, Tesla has slowing car sales, most car companies have a pe less than 10 while Tesla is over 50, and it's operating income has been halved since last year. You need to stop pumping this, maybe held accountable by the SEC for pump& dump?

[@Iccdoc]

Perfect time to buy more shares.

[@patrickliao8576]

As always, thank you!

[@hedgefund2824]

Merci beaucoup Cathie. 😊 From France

[@MrJumpsOnStage]

Ark invest doing great with these videos

[@starofchaos]

You mention battery costs going down and charging infrastructure being built rapidly, along with highlighting positive sales figures for Tesla Model Y, but don't mention any potential challenges related to those aspects. Wood referencing doubters in 2019 and Tesla overcoming them again suggests a focus on past success overcoming challenges, potentially downplaying current risks.

[@bnnrmn-q1u]

Sunk cost fallacy. Ark has bet the farm on Tesla so they will be selective in their visions. What she also left out was Tesla peaking in demand and lessening of margin due to price wars

[@Nobody-rkm]

Great research and futuristic thinking but can we please have start and end date of 5 year time horizon

[@LordandGodofYouTube]

exactly, she never gives that date, if we go back 5 years from now it's going quite badly!

[@markviglione8804]

very informative. thank you.

[@pedroramosvasquez1631]

Hi! Where can I find the research slides used in the video?

[@DoctorJack16]

As always. Thank you Cathie and your team for sharing this knowledge.

[@Bboy235]

What knowledge?

[@buckyzona]

Can’t believe this is free

[@mohammadsajedi5019]

Thank you Cathie🌹

[@InfoSopher]

13:29 What's the law she's referring to?

[@DrBussanich]

The 25k car likely is the same form factor as the robotaxi. 2 seater. The Reuters is probably confusing this. You can choose to own one and contribute it to the fleet of taxis or just ride share. Second version could be an adaptable 4 person, squeeze to 6 people with middle seats of a bench or something, no steering wheel, more like a minibus. Both share same battery frame, motors, etc. bus has no dash, steering wheel. Small car does. Maybe you as a customer can take control of the 2 seater, if you want.

[@bnnrmn-q1u]

No They are different products entirely. Also the robotaxi is vaporware fan fiction.

[@joncorreia]

Thank you Cathie!

[@floriannagelschmitz5828]

Wondering why these aren’t made in podcast form? Would consume much more frequently if they were!

[@onecompass7290]

Thank you Ms. Wood! Always appreciated your wisdom

[@user-rr9hx7fr3u]

agree with this perspective, but there's one question . If electric vehicle (EV) penetration reaches 30% in the United States, and the primary models available are the Model 3 and Model Y, won't everyone essentially have the same car? Why not offer a more diverse range of car designs for consumers to choose from? tesla

[@jwick2000]

Video includes the 3 best spokespersons at ARK.

[@josephinemurphy2502]

What about Brett?

[@Iccdoc]

You’re right on target with the autonomous driving.

[@cavemanstyle1376]

When are you going to close down your fund? Just hurting poor dumb retail investors that don't know any better. How much of your own money is actually invested in the ark funds?

[@misskat]

As far as safety for autonomous driving I think about $AUR Aurora Innovation. Auroras connection with Volvo and as you stated Volvos history for having the safest vehicles is interesting.

[@tvbhk8223]

I don't understand why she had such bad performance on the Arkk? How many mistakes she made to cause the Arkk ETF drop from 150 in 2021 to below 50 now? Shouldn't she explain to us any practical plans that she can improve the Arkk's performance? Should she improve her team's stock selection and risk management skills and handle the investor's money more carefully to provide better performance? The Arkk fee is way higher than the S&P500, but the performance is very poor. It is not fair for us as investors to be treated like this. I don't believe they are good at what they are doing at all, do you?

[@brandon_youtube]

Insightful analysis. Tesla is a grinding stock to cover and invest in. Not for the faint hearted. I can imagine Tasha taking a break from it in 2024

[@yingkenney3507]

Can your funds find more stocks to rely on? Relying on solely in TSLA is not safe!

[@MichelNilecam]

Thank you very much Mrs Wood !

[@golferboggie]

It would be helpful if Ark could provide a summary of previous price predictions of $tsla vs actual 😂.

[@olgazhd8274]

Actually they did predict $4000 share price back in 2019 when a share was about $300. This is before the two splits. Adjusted for the 5 for 1 and 3 for 1 forward splits, this would be equal to predicting a share to go from $20 to $265. The shares have been trading between $115-$300 range after they hit all time highs of $400.

[@thach0x0]

She is one of the most controversial figures in the industry .The vast majority of the investment committees do not approve her organisation in Europe . Quite contrary ,I have invested in her products since 2020. I trade funds . I have only had the most amazing experiences with her products !! I respect and appreciate Ark with their high integrity. I am also 5 year junior at USC ;-)

[@Lovingkindness.]

Really? 🤔 AARK is the same price it was 5 years ago. I sold it in 2021 before it crashed. Lucky me.

[@joec.5009]

sorry to hear that you didn't get to make much money. If you just bought META or NVDA instead of ARK funds, you would've 15-20Xed in that span.

[@bnnrmn-q1u]

Só You lost a lot of money . But thanks for paying the .75 fee lol

[@PatrickKukla]

Great job Kathy Wood!

[@Shawn-o4z8y]

Great content!

[@terimclennan388]

Thank you in depth and comprehensive!

[@gunaysoni6792]

Loved This

[@silli01]

Cathy is the greatest female role model for me worldwide

[@KamilMauel]

1.Bragging about deflation / monetary supply contraction / lagging rent prices for 3 years now as CPI has accumulated to +16% afterwards. Furthermore oil and EV demand went totally opposite to the predictions. 2. ARKK's performance reflects those miscalculations. No growth even with the dividend reinvestment for 5 years, 7 months and 5 days. 3. Spending during COVID lowered interest costs because rates were close to 0%. The chart shows that. What happened in the last 2 years corresponds to the spike. 4. Construction computers and electronics is up mostly thanks to the artificial governmental boost.

[@Bboy235]

She’s down in a bull market and been talking about deflation for 3 years worst investor

[@steveb1370]

Can't wait for full FSD 👍👍

[@charlessaldanha3910]

That would be FFSD... 😅

[@Bearly_Blue]

Wasn't it coming in 2015?

[@dankuo8561]

Gillette razor business model for Tesla FSD. You can buy a car for 20-25K and pay an annual $10-15K subscription for insurance, FSD, and charging.

[@user-to2rf1rj5v]

Note that the V12 end to end NN stack is ONLY on city streets right now. The freeway stack is still the V11 stack.

[@joevelasquez2757]

Thank you

[@frontierseeksvisioningod]

I still remember her zoom being disconnected while talking about zoom's future because she was not a paid subsceiber of zoom. I'm wondering what is her car. Is she driving tesla?? No credibility..

[@JinNani224]

If the operating costs of an EV are lower than an ICE vehicle, why did Hertz cut ties with all Tesla cars?

[@MattSkibz]

Because boomers didn't know how to use them

[@bnnrmn-q1u]

Because they are theoretically lower according to Tesla but in the real world they are not. Ark reads Tesla literature as though it is gospel

[@bnnrmn-q1u]

@@MattSkibzi see you didn't read the hertz report. It was repair costs, lack of interest and poor customer feedback. Combined with rapidly decreasing value due to Elon lowering prices

[@rayr268]

@@bnnrmn-q1uwhich is actually why I own no ark

[@rizwancheck]

​@charlesbannerman106 Hi Thanks for that . Just for my curiosity, is this hertz report accessbilble for public?

[@sebastianvarlamav2]

wouldn't the federal budget just increase with any large gdp gains?

[@Teamtrasselcom]

Great video, TY!

[@FiDelZarlar]

Greetings from Belgium 🇧🇪

[@R.E.A.L.I.T.Y]

Invert the US Fed Budget Deficit graph (the result of decades of Corp Tax Cuts) & you get Stock Price charts. Increase Corp Taxes to FDR levels and US has a huge surplus to invest.

[@nickjones4472]

Thanks Cathie lots of great info!

[@velayuthman]

Tesla stock swings too much to calmly accumulate and hold, After buying TSLA shares for just over 10 years, i'm struggling to make gains presently. How do i adjust or revamp my $2M portfolio? Should i consider some defensive investments?

[@eddiebrady6351]

Very enlightening! Thanks!

[@joaoteles7863]

Sam stated that the Model y price is 50k. Even with the state incentives? 🧐 Overall, great insights, tks!

[@benjoe999]

Talk about PACB and NVTA 🤦🏻

[@newworld6474]

FSD cars and taxis - Congrats again Elon and TEAM ... this is great news for the elderly and folks like me who have Parkison's Disease etc ...

[@Bearly_Blue]

What FSD, they are at the same level of autonomous driving as GM, which is Level 2 (SAE scale on autonomous driving). Mercedes is level 3 and Volvo level 4. Tesla is far behind and Mask is talking about things they don't have and can't do.

[@newworld6474]

@@Bearly_Blue it is FSD SUPERVISED ... which is level 2 ... level 3-4 on the highway...?

[@johnmerlino7011]

HPC & AI has been around for 15 years. GenAI is exciting and will eventually have wide and deep impact on job roles in most industries BUT is all about "Data" not all technology. Data inputs, design, ownership of IP, Governance, accuracy, liability, for GenAI use cases and system design all have to be solidified and aligned to a strong monetization plan before scale. Garbage in, garbage out. The work begins.

[@Guardianrockwealth]

If you had to have supply issues that slowed production now would be the time to have it when demand softens anyway.

[@992GTS-DC]

There have been some incredible new EVs launched by the legacy manufacturers recently. The Porsche Macan EV is getting amazing reviews and is cheaper than Tesla’s ancient Model X. I cannot believe how old the Tesla car range is, that’s got to hurt sales moving forwards, especially if there is no new Model 2 coming out

[@cjwdcjwd6940]

please explain teledoc，nvta，sklz！

[@girowinters]

Was the Toyota Corolla

[@Bearly_Blue]

Cathie Wood likes to talk about "disruption" but the only disruption happening is the disruption against the companies she picks... Just some examples regarding her biggest positions: 1) Teladoc - it was totally disrupted by everyone as every other app can also do video conference for the health sector. 2) Zoom - exactly the same fate as Teladoc. Every other app came with even better video conference capabilities 3) TESLA - the competition has closed the gap and Tesla is cutting prices for over a year now to make sales, and even with the discounts sales collapsed. All about FSD makes no sense as Tesla is not even as advanced as the competition in the technology they are talking about. Tesla is two scales down in autonomous driving from the top players in the industry. Moreover, Tesla batteries are lagging the industry leaders. Furthermore, she admits herself that EV prices will fall even more. Which means margins of Tesla will be similar to Toyota or WV at best. The whole thesis is based on the "hope" of people wanting to buy cars with subscriptions, which is ridiculous. Nobody buys a car to also pay hundreds of dollars for applications, at least the majority of the people.

[@resurrectingand]

'Tesla is two scales down in autonomous driving from the top players in the industry. ' Incorrect. Prove it.

[@Bearly_Blue]

@@resurrectingand Tesla is on level 2 in the SAE autonomous driving scale, the exactly same as GM. Mercedes is level 3, Waymo and Volvo are at level 4. Do you realize how far behind Mask is? Beyond his fat words there is also scientific evidence to better believe.

[@resurrectingand]

@@Bearly_Blue Prove it.

[@edwijaranakulaph.d.2010]

About 400k FSD users have driven a cumulative distance of about 1 billion miles. That boils down to about 2.5k miles per user per several years. That does not sound like a lot, does it?

[@Robyn-Hood]

Thanks 🎉🎉🎉🎉🎉

[@DwainDwight]

Didn't I just see on Reuters that Tesla are NOT moving forward with a low cost $25k car??

[@resurrectingand]

Misinformation. They lied.

[@SuejimPoolah]

Tasha, I told my mom about us ❤😉

[@davidwilkie9551]

One of those incomprehensible tips of icebergs situations that are exactly the opposite of self explanatory.

[@carsonc1272]

Model Y - If Tesla were a normal car company then the Model Y would be three or four different models. So is the Model Y being number one in sales really that big of an accomplishment? If other manufacturers combined their model lineup then wouldn't another manufacturer take the crown? Is this really something we should be celebrating as proof of anything?

[@RavikumarTulugu]

Meet kevin just rubbished your teslanomics few hours back, you should watch his arguments against ark thesis on TESLA, he had some good points as well on the cost per mile of robo taxis.

[@Shawn-o4z8y]

Meat Kev just want to short the stock in the short term. I’d say short summer.

[@rangerthedog8981]

@@Shawn-o4z8y summer as in his daughter? thats cold man.

[@mechael]

He looked drunk in that video to be honest..

[@RavikumarTulugu]

@@Shawn-o4z8y I dont deny the possibilty as TESLA tops his ETF, reuters shorted the stock for a few hours yesterday and some body made a tonne of money and then ELON did damage control.

[@jamesfahy2935]

Thank you.

[@tuckerbugeater]

why should i burn money when i can give it to cathie

[@LordandGodofYouTube]

She can burn it faster than any of us ever could! And she does...

[@kichijitsu]

If all major car makers license FSD and all or almost all automobiles are FSD equipped (whether by choice or by law), there will be no more accidents on the road (each car will be able to communicate with all other cars and avoid accidents). (Insurance premiums on cars without FSD will probably force car users / operators to purchase FSD.

[@CaroleBaskin]

What an amazing time we live in that the middle class can have a chauffeured lifestyle. I don't like to drive at night because having had RK eye surgery in the 90s the glare of headlights makes me unsafe, but I could drive just by watching the screen in my Y because it sees so much better than I do. The new FSD update is breathtaking in its capacity to drive better than me on my best day.

[@TiagoRamosVideos]

🙏

[@weaverdreams]

Ty!

[@minibobjhu2523]

Yeah, Bring BYD to the States and give the hard-working class more affordable options!

[@KK-pm7ud]

They are spyware cars

[@zyvex128]

If BYD comes to US, the price will probably be similar to Tesla, if not higher, due to trade protection tax imposed by US gov.

[@Steveo3312]

What about Toyota with hydrogen?

[@aggerleejones200]

KABOOM

[@LordandGodofYouTube]

Hydrogen is incredibly stupid for cars whether you burn it or put it through a fuel cell.

[@georgebrandt9039]

The Japanese car industry fears dependence on Chinese battery suppliers and this has blinded them to an inferior technology, hydrogen.

[@Steveo3312]

@@LordandGodofKZbin Just trying to learn. Why is it stupid?

[@jasonlaboy]

In the last year and a half since I bought my house it's up 28%, kinda insane to me, and I bought right before rates went up to 7%