This is a great listen on tech stock picking. TIL that there is a theory of General-Purpose Technologies (@ 50 mins):

- steep cost declines
- cut across sectors
- platform of innovation

ARK thinks the emerging ones are: gene editing, AI, collaborative robots, batteries, crypto https://twitter.com/TheStalwart/status/1359854494847221761
This is a great listen on tech stock picking. TIL that there is a theory of General-Purpose Technologies (@ 50 mins): - steep cost declines- cut across sectors- platform of innovationARK thinks the emerging ones are: gene editing, AI, collaborative robots, batteries, crypto https://twitter.com/TheStalwart/status/1359854494847221761
This is a great listen on tech stock picking. TIL that there is a theory of General-Purpose Technologies (@ 50 mins): - steep cost declines- cut across sectors- platform of innovationARK thinks the emerging ones are: gene editing, AI, collaborative robots, batteries, crypto https://twitter.com/TheStalwart/status/1359854494847221761
This is a great listen on tech stock picking. TIL that there is a theory of General-Purpose Technologies (@ 50 mins): - steep cost declines- cut across sectors- platform of innovationARK thinks the emerging ones are: gene editing, AI, collaborative robots, batteries, crypto https://twitter.com/TheStalwart/status/1359854494847221761
This is a great listen on tech stock picking. TIL that there is a theory of General-Purpose Technologies (@ 50 mins): - steep cost declines- cut across sectors- platform of innovationARK thinks the emerging ones are: gene editing, AI, collaborative robots, batteries, crypto https://twitter.com/TheStalwart/status/1359854494847221761
excellent thread detailing what ARK sees as the next trends with some numbers worked out https://twitter.com/TrungTPhan/status/1356718364056412160?s=20
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