Is AI Truly Disruptive?

This white paper not only shares ARK’s framework for identifying disruptive technologies, but also explores how incumbent technology providers are likely to harness AI to sustain their existing industry dominance, and why that strategic stance might fa…

#433: AI Could Transform The Software Value Chain, & More

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. In the wake of OpenAI’s ongoing efforts to raise $6-7 billion at a valuation of ~$150 billion, A…

Is Kinder Morgan Stock a Buy?

Kinder Morgan has a big yield and reliable cash flows. But you have to overlook one big issue if you plan on buying the stock.