Why Intel’s Foundry Troubles Are TSMC’s Gains
Taiwan Semiconductor Manufacturing stock looks set to benefit from Intel’s troubles.
How ARK Is Thinking About Humanoid Robotics
As Elon Musk said during Tesla’s first-quarter earnings call, “If you’ve got a sentient humanoid robot that is able to navigate reality and do tasks at request, there is no meaningful limit to the size of the economy.”1 Musk was sharing a vision that we believe is turbocharging the robotics industry, creating new robotics companies and increasing venture investments focused on its promise.