ARK’s Presentation On The Future


(Video length 01:00:05)

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed ARK’s Presentation On The Future. Here’s an excerpt from the episode:

Jake: Okay. After a decade of sucking my thumb apparently, I’ve been working on having more right tail consciousness. Think about how things can go well, not just how things can go wrong. I’m trying to re-bias a little bit maybe towards appreciation to the right tail, which I think is a healthy thing to do if you’re a value guy who’s predisposed towards the left tail like I am. I thought, well, let’s look who’s really been killing it with the right tail kind of thinking, especially raising money from a right tail thinking. ARK has just been insane the amount of money that they’ve hoovered up. They’re challenging Fidelitys and Black Rocks, and huge, huge institutional money that is just unbelievable. I think a lot of it is retail coming into ARK. I don’t know that for sure, but that’s my understanding.

Bill: Hello?

Jake: Bill’s on a lag here. They have a 2021 Big Ideas slide deck. It’s 112 slides, all about disruptive innovations that are coming. I go through it and there’s a ton of cool stuff in there. It’s AI chips, GPUs, augmented reality, electric vehicles, automation, ride-hailing, drones, satellites, hypersonic flight, 3D printing, gene therapy, oncology, like it’s all this stuff that’s super cool.

Tobias: Wasn’t that in the 1990s? Wasn’t that still all in the future in the 1990s? Sorry, [crosstalk] didn’t mean to derail you.

Bill: To be fair, it might be here now. [crosstalk]

Tobias: It is all cool stuff.

Bill: Well, just real quick, she has been around since then. She may have followed these trends and thinks now is the time that the inflection point’s there. I mean, that’s fair.

Jake: Could be. Especially on a nonlinear trajectory, it looks like nothing at the beginning, and then all of a sudden, it’s making huge strides. Anyway. I’m looking through this deck, and the first thing I notice is, they say the word ‘could’ 62 times in the deck. They’re just talking about, like, “Well, this could turn into this much.” ‘Believe’ is in there 40 times. Where “They believe that this could happen.”

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