So simple to chart, and all the result of incredible effort from the people at SpaceX

ARK's SpaceX valuation model has launched, crewed by Daniel Maguire Sam Korus Brett Winton and developed in collaboration with Mach33 Vlad Saigau Aaron Burnett, this open-source model simulates a range of potential outcomes for SpaceX, including projected enterprise values for

Tesla is on the verge of a historic shift in its business model, from one-off vehicle sales to recurring revenue with SaaS like margins... read our thoughts ahead of Tesla's imminent Robotaxi rollout!

1978: "[Within the US]...it is evident that the manufacture of centrifuges is about to become a substantial industry and will remain one for many years." 2025: Not a single US-owned commercial centrifuge plant is in operation.

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2025 is panning out to be the year of the robotaxi! Looking forward to monitoring the Austin launch this weekend…

Seeing is believing.

One big differentiator between Waymo and Tesla? The ride model. Waymo requires partnerships and fleet control. Tesla can crowdsource its fleet, allowing owners to “opt in” like Airbnb hosts for autonomous rides. Sam Korus highlights more distinctions in "The Brainstorm."

Read our thoughts on Tesla’s historic Tesla Robotaxi launch last week! Tesla’s first robotaxi revenue marks the start of what we believe is a multi-trillion dollar opportunity…

The robotaxi playbook in four pictures...