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

Co-interviewer Emmet Peppers (  / 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

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