Brett Winton is Ark Invest's Director of Research since 2014 and has worked alongside Cathie Wood for almost 15 years since their time at AllianceBernstein. We discuss Ark Invest's innovation-focused research and investing approach that is transforming investing. This interview was recorded on March 22, 2021.

Brett Winton on Twitter: https://twitter.com/wintonARK

Ark Invest website: https://ark-invest.com

Co-interviewer Emmet Peppers (https://twitter.com/emmetpeppers).

Timestamps

00:00 - Introduction

1:17 - Reasons behind Ark's new TSLA price target

5:00 - Unit economics of Robotaxi

10:37 - Platform fee for Robotaxi

12:05 - What country would allow Robotaxi first?

15:35 - Is autonomous ride hailing winner takes most?

17:37 - Will autonomous ride hailing miles overtake human driven miles?

21:40 - Does Ark have a direct line to Elon?

26:26 - Which Tesla model will be cost comparative to Camry in 2 years?

32:31 - Who is main competitor to Tesla?

41:23 - Ark spreading out bets in genomics space

46:44 - Will here be a Tesla of genomics?

52:56 - Context behind Teledoc position

54:45 - How important is Wright's Law to Ark invest in finding opportunities?

1:00:45 - Applying Wright's Law to electric vehicles

1:06:38 - Valuing Tesla semi and energy storage

1:13:50 - Future speculation on Tesla

1:19:25 - Tesla last foot delivery

1:26:03 - Does Tesla have a chance in the drone space?

1:29:09 - Has Ark modeled Tesla vertically integrating moving goods?

1:32:00 - How Ark sees Robotaxi working out

1:38:08 - Dojo and NN as a service

1:39:25 - Cardano or Etherium vs BTC

1:40:40 - Metaverse

1:42:00 - Importance placed on CEO and management

1:43:18 - Where Ark gets its name

1:43:43 - What Tesla do you have?

1:46:11 - Ark brainstorming sessions

1:48:09 - How envision Ark in future

1:49:50 - Conclusion

Social