Why it's bad: "The cost burden that branches place on traditional banks is increasing while their utility is decreasing."
What's better: "In contrast, digital wallets are acquiring millions of customers at a cost 98% lower than that for banks"
2/ Brick & Mortar Retail
Why it's bad: "If square feet were to stabilize at current levels, brick and mortar retail sales would continue
to fall as e-commerce takes share. Roughly
$1 trillion worth of real estate would have to be repurposed by 2025."
What's better: E-commerce
3/ Linear TV
Why it's bad: "We believe the better economic value and user experiences have paid off, so much so that linear TV providers are suffering from cord cutting at an accelerated rate."
Why it's bad: "the commercialization of autonomous
electric trucks will reverse both share and pricing dynamics, putting freight rail providers at risk."
What's better: Autonomous & Electric Vehicles taking share of rail infrastructure
5/ Traditional Transport
Why it's bad: "If robo-taxis become the dominant form of urban transit, ARK expects US auto sales to drop from 17 million units today to roughly 10 million by the end of the decade."
What's Better: Robotaxis / Autonomous Drivers
6/ Fin
Great insights as usual from @ARKInvest. Also shout-out to @TashaARK for writing most of this report.
I know ARK gets dunked on by a lot of "value" bros on FinTwit. But they do great work and offer interesting investment ideas/thematics.
Thanks for reading!
• • •
Missing some Tweet in this thread? You can try to
force a refresh
These high-level stats impressed me (cc: @ballmatthew ):
- 1.5M monthly active creators
- 50%+ of all mobile/PC/console games made w/ Unity
- 3B app downloads per month (!)
- 15K new projects made per day
- Creators span 190 countries
2) Business Overview
Motto: "We believe the world is a better place with more creators in it. Creators, ranging from game developers to artists, architects, automotive designers, filmmakers and others, use Unity to make their imaginations come to life."