Top all-time · #1300
Sitewide
Company blog · ark-invest.com/articleseconomicsbusiness
Sitewide is the company blog at ark-invest.com, writing about economics and business. Since 2015, 55 different Hacker News readers have linked it 64 times, most often “On the Road to Full Autonomy with Elon Musk [audio]”. It is still writing: the last post was on 2026-10-28, and you can follow it by feed.
Too few sampled comments (28) to say how often HN recommends it.?
Why HN links it
HN readers link ARK Invest's research, podcasts and valuation models, mostly on Tesla, Wright's Law and cost curves. Most comments cite them as sources or point to a podcast without judging the writing.
Summarised by Claude from a sample of 28 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Most-linked posts?
- On the Road to Full Autonomy with Elon Musk [audio]5 people · 5 mentions · first linked 2019-02-20
- ARK's Price Target for Tesla in 2025 (2021)3 people · 3 mentions · first linked 2024-04-05
- Ark invest's Big ideas 20262 people · 2 mentions · first linked 2026-01-21
- /2 people · 2 mentions · first linked 2020-12-14
- Innovation Stocks Are Not in a Bubble2 people · 2 mentions · first linked 2021-12-18
- Moore’s Law Isn’t Dead: It’s Wrong – Long Live Wright’s Law2 people · 2 mentions · first linked 2019-06-01
- Ark Tesla Price Model 20292 people · 2 mentions · first linked 2024-06-13
- /wrights-law/2 people · 2 mentions · first linked 2020-09-20
- ARK’s Price Target for Tesla in 20252 people · 2 mentions · first linked 2021-03-20
What Hacker News says?
Yes they can. Online advertising is on the rise. Businesses have been spending the same % in advertising for a century. If it is not possible to use trackers, businesses will keep spending the same, and advertisers should be paying out the same to publishers. The bigger question for me is why publisher payouts keep dropping even while online advertising spend is skyrocketing. https://www.researchgate.net/profile/Rac…
Comment linking /wp-content/uploads/2018/06/internet-advertising-growth-graph-3-1030x851.png
on “In a swipe at Chrome, Firefox now blocks ad trackers by default”Submitted The cost to train an AI system is improving at 50x the pace of Moore’s Law as a story · 254 points
HN discussionhttps://www.ark-invest.com/articles/analyst-research/is-ai-c... The biggest callout is that NSFW AI already has 10% relative market share compared to OnlyFans. And there are no frontier models in that market.
Comment linking /articles/analyst-research/is-ai-companionship-the-next-frontier-in-digital-entertainment
on “Breaking Down OnlyFans' Economics”- mg · 2021-03-20
Submitted ARK’s Price Target for Tesla in 2025 as a story · 60 points
HN discussion There have been a couple others that come to mind. With the CEO of Cerebras (a buzzy and well-funded chip startup) on the ARK Invest podcast: https://ark-invest.com/podcast/cerebras-wafer-scale-engine-a... . I will say that the interviewee here was a little bit more coy, and the podcast generally is geared more towards a business audience, though they have had very top tier technical talent on. Also from ARK Invest…
Comment linking /podcast/fyi-ep67-nvidia-gpu/
on “Jim Keller Resigns from Intel, Effective Immediately”Submitted Residual Value: Electric Batteries vs. Internal Combustion Engine Vehicles as a story · 59 points
HN discussionWhile you're waiting for the main event to start, here are some recent interviews with Elon about self-driving cars. He's very confident. "To me right now, this seems 'game, set, and match,'" Musk said. "I could be wrong, but it appears to be the case that Tesla is vastly ahead of everyone." I am eager to see what they unveil today. https://www.youtube.com/watch?v=dEv99vxKjVI https://ark-invest.com/research/podcast/…
Comment linking /research/podcast/elon-musk-podcast
on “Tesla Live Stream – Autonomy Day [video]”Submitted Debunking Common Bitcoin Myths as a story · 14 points
HN discussionWhich is going to be the future. The CEO of Moderna was talking about it. An annual shot that includes COVID, flu, cold and other vaccines. We'll get to a point in which we will look back at having a cold like you look at a Nokia 3310 now. Edit: podcast link for who's curious https://ark-invest.com/podcast/understanding-mrna-conversati...
Comment linking /podcast/understanding-mrna-conversations-with-moderna-and-arcturus-therapeutics/
on “Delaying a Covid vaccine’s second dose boosts immune response”Submitted Moore’s Law Isn’t Dead: It’s Wrong – Long Live Wright’s Law as a story · 7 points
HN discussionI think you're confusing the next incremental step toward FSD with the end state of FSD. Tesla changes its marketing materials and web site copy all the time, but the Master Plan Pt 2 post (which outlines what you're alluding to) remains unchanged. Additionally, just three weeks ago, Elon was on the Ark Invest podcast claiming FSD will be safe enough for a human to sleep at the wheel by end of 2020[1]. I don't think…
Comment linking /research/podcast/elon-musk-podcast
on “Tesla – Introducing V3 Supercharging”Submitted Ark Invest Letter to Elon Musk as a story · 6 points
HN discussionYes, see Wright's Law: https://ark-invest.com/wrights-law/
Comment linking /wrights-law/
on “Wildtype: Sushi-grade salmon grown from Pacific Salmon cells”Submitted ARK's Expected Value for SpaceX in 2030: ~$2.5T Enterprise Value as a story · 4 points
HN discussionFor people that are interested in Nvidia and AMD's strategy, there is an interesting podcast about it: https://ark-invest.com/research/podcast/nvidia-podcast-crypt...
Comment linking /research/podcast/nvidia-podcast-crypto-implosion
on “Nvidia CEO says Google is the only customer building its own silicon at scale”Submitted Ark Tesla Price Model 2029 as a story · 3 points
HN discussion> I don't understand why they even attempt to push beyond even basic driver assistance. Well, this is, actually, quite understandable. Tesla and many investors in the company, especially Cathy Wood and her ARK Invest, assume high correlation between Tesla's future success or even survival with the success of the company's autonomous driving strategy, which, they argue, could win the lion's share of the global robo-t…
Comment linking /articles/analyst-research/tesla-price-target
on “Federal investigators blast Tesla, call for stricter safety standards”Submitted Bitcoin: Ringing the Bell for a New Asset Class as a story · 3 points
HN discussionMany analysts have run the numbers. ARK Invest is an example of one bullish fund with open numbers - typically bears anticipate only ice auto revenue and margins and thus compare to Toyota say as you have, and bulls anticipate Tesla dominating multiple markets (EV, Domestic energy, RoboTaxis), and bringing battery costs down. Forecasting single stocks 5-10 years out is notoriously difficult though, so the range of o…
Comment linking /research/tesla-valuation-model
on “Tesla races past $100B in market valuation”Submitted Ark invest's Big ideas 2026 as a story · 2 points
HN discussionFor reference, back in 2013 when there were only the 150kW superchargers, the costs ranged from $100k to $175k for the charging stalls and transformers[0]. In 2015 it was said by Tesla's investor relations manager that it cost about $270k per station (presumably gen 2 250kw chargers)[1]. I'm not sure how Electrify America installation works, but for Tesla they front all of these costs so all it would take to get the…
Comment linking /articles/analyst-research/supercharger-cost-comparison/
on “7-11 is opening 500 EV charging stations by the end of 2022”Submitted ARK's Price Target for Tesla in 2025 (2021) as a story · 2 points
HN discussionDo you think Tesla will roll out an autonomous taxi service in the next few years? It seems that ARK believes this to be the case. I'm wondering how much their conviction on Tesla is based on this leap in tech. https://ark-invest.com/articles/analyst-research/teslas-auto...
Comment linking /articles/analyst-research/teslas-autonomous-opportunity/
on “Show HN: I built a comprehensive Ark ETF tracker”Submitted Generative AI: A New Consumer Operating System as a story · 2 points
HN discussionARK Invest for those not familiar: https://ark-invest.com/
Comment linking /
on “Show HN: I built a comprehensive Ark ETF tracker”Submitted Wright's Law as a story · 2 points
HN discussion$TSLA annual revenue (billions) 2018: $21.46 2017: $11.76 2016: $7.00 2015: $4.05 2014: $3.20 2013: $2.01 2012: $0.41 2011: $0.20 2010: $0.12 2009: $0.11 2008: $0.01 CAGR: 2 yr: 75% 5 yr: 60% 10 yr: 107% source: https://twitter.com/TeslaPodcast/status/1090719629922746374 It's interesting to overlay Tesla 2014 - 2019 with Apple 2002 - 2007. Now what Apple did from there will be tough to match (not to mention the marg…
Comment linking /research/tesla-through-the-lens-of-apple
on “Tesla Q4 2018 Earnings Letter”Submitted Ark invest's Big ideas 2024 as a story · 2 points
HN discussionThey're both really Wright's law. Theodore Wright published a paper in 1936 describing how aircraft production costs decline at a constant percentage with each doubling of production. The formal term is manufacturing learning curve. https://ark-invest.com/wrights-law/
Comment linking /wrights-law/
on “Huang’s Law Is the New Moore’s Law, and Explains Why Nvidia Wants Arm”Submitted Ark Extends an Open Letter to the Fed as a story · 2 points
HN discussion
