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
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One of the most successful investors in recent years explains their investment process.
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ARK ETFs and General Purpose Technologies
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