EPISODE · Feb 25, 2021 · 5 MIN
ARK ETFs and General Purpose Technologies
from The Swyx Mixtape · host Swyx
ARK ETFs have had a monster performance in the past few years, and core to their process is this obscure theory of General Purpose Technology. They use it to identify technologies that have:- steep cost declines- cut across sectors- platforms of innovationSo they arrive at 5 sectors:- gene sequencing/editing- AI (collaborative robots)- energy storage- biotechnology- cryptocurrencyAudio source: The Odd Lots Podcast https://www.bloomberg.com/news/audio/2021-02-10/ark-s-head-of-research-on-how-they-find-winners-podcast Further reads:- https://en.wikipedia.org/wiki/General-purpose_technology- more notes: https://twitter.com/swyx/status/1362333935322075139
What this episode covers
One of the most successful investors in recent years explains their investment process.
NOW PLAYING
ARK ETFs and General Purpose Technologies
No transcript for this episode yet
Similar Episodes
Dec 5, 2025 ·50m
Oct 9, 2025 ·33m
Oct 3, 2025 ·40m
Sep 11, 2025 ·31m
Aug 27, 2025 ·39m
Aug 18, 2025 ·54m