Sam Korus

@skorusARK150k followers

Director of Strategy and Investment @ARKinvest. Disclosure

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Posts 93 posts

#	Date	Post	↓ Outlier	Views	Likes	Reposts	Bookmarks
1	Feb 16, '23	Seems like there should be terminology introduced to differentiate between recalls and software updates. Because you know, one requires something to be recalled and the other doesn	114×	2.4M	3.3k	194	17
2	Jan 3, '25	Still working to update w/ incremental info from the SpaceX report, but I'm always amazed at how robust wrights law cost declines are: This is $/Gbps in orbit:	72.1×	1.5M	3k	353	122
3	Aug 7, '21	How it started How it’s going	66.7×	0	45k	2.7k	398
4	Jan 4, '23	US new vehicle market share change since 2020:	53.6×	1.1M	1.1k	137	40
5	Jan 28, '23	SpaceX Bar and Grill in Kenya. They serve a great satellite dish.	36.2×	759k	1.5k	58	11
6	Feb 2, '23	A look at the EV scaling so far.	25.5×	535k	686	89	29
7	Feb 13, '23	A brief summary of manufacturing history: "It can't be done." "That's impossible!" It gets done. Repeat.	25×	524k	623	61	22
8	Jan 13, '23	It wouldn't surprise me if Amazon added more robots than people at some point within the next few years.	⚡ 19.4×	13.9M	11k	1.1k	250
9	Oct 28, '22	From $90 billion to $1.2 trillion committed to electric vehicles in just four years.	17.6×	0	11k	608	114
10	Dec 27, '23	1/A terrible piece of reporting in the WSJ imo. This is the headline and chart above the start of the article text:	16.7×	349k	979	90	104
11	Sep 5, '23	The gov is spending 3x to 22x the cost of Starlink to connect rural locations to broadband. For context Starlink hardware is $599.	15.8×	330k	1.6k	229	51
12	Mar 4, '21	Just started reading Engines That Move Markets ...and by reading I mean looking at the pictures.	14.1×	0	9.5k	356	208
13	Mar 20, '24	1/Here's a thread to send to people when they quote the media saying there is an EV slowdown. Add your comments/takes so it can be a useful resource. Why is the media claiming an E	13×	272k	745	148	301
14	Jan 24, '22	The electric vehicle share gain continues.	12.5×	0	8k	530	90
15	Jun 8, '23	It seems a charging standard for North America has been established: GM joins Ford in adopting Tesla's charging standard.	11.8×	248k	985	63	5
16	Jul 17, '23	I think it's a good sign for demand when a vehicle that's not for sale surpasses search demand for one of the best selling cars in the world.	11×	231k	731	110	14
17	May 6, '22	The other crazy stat is that over 3 million people applied to work at Tesla in 2021 and Tesla added ~28,500 people in 2021. Probably an interesting opportunity to create an educati	10.3×	0	6.8k	395	70
18	Mar 2, '23	My summary of Tesla’s Investor Day: No Flash, All Substance …more to come in this week’s newsletter after some brainstorming. Feel free to comment your takes below.	10.0×	209k	636	49	9
19	Jun 13, '23	2017: Toyota to have solid state batteries in EVs by 2022 2023: Toyota to have solid state batteries in EVs by 2027	9.2×	194k	892	92	30
20	Jan 27, '25	2015: Battery costs will not drop below $300/kWh 2018: Battery costs might get to $100/kWh in 2030 then EVs make sense 2025: Are you ready for sub $30/kWh batteries?	9.2×	193k	2.2k	394	296
21	Oct 21, '25	Remember this quarter. GM is being rewarded for abandoning the future.	9.2×	193k	708	30	21
22	Oct 11, '24	10/10 We Robot -Can buy cybercab -Less than 30k -20 cents operating cost -30-40 cents with taxes and fees -Starting next year in California and Texas with model 3 and y -Cybercab i	7.7×	162k	2.1k	213	211
23	Oct 17, '25	Why we think Elon's pay package could be a win-win-win. Grow the pie, create abundance.	⚡ 7.0×	15.4M	3k	426	533
24	Jul 17, '23	Tesla makes one production Cybertruck and Ford cuts prices by $10,000.	6.4×	135k	727	64	4
25	Mar 6, '21	I wonder what happens to railways when autonomous electric trucks start competing on price per ton-mile...	6.0×	0	3.3k	249	106
26	Aug 7, '24	1/Put together a Wright's Law Curve for electricity in the US from 1893-2021: WW2 temporarily paused electricity price declines. But what happened in 1974?	5.6×	118k	611	58	88
27	Oct 7, '25	If only there was a car that was $10-13k less than the average new vehicle, but didn’t compromise on performance or range.	5.3×	112k	887	76	61
28	Oct 3, '19	Tesla's global market share nearly doubled since this time last year.	5.3×	0	3.5k	233	11
29	Sep 24, '20	1/ Tesla is creating and killing the electric vehicle competition. Tesla’s battery day affirms Wright’s Law and spells trouble for the competition.	4.9×	0	2.1k	431	195
30	Sep 23, '20	1/ I think Tesla just announced its plans for a 400 mile range $25,000 electric vehicle. If delivered in 2023 this would put Tesla ~3 years ahead of our original cost curve.	4.8×	0	2.3k	400	176
31	Apr 16, '24	Updated.	4.8×	101k	1k	113	54
32	Jul 26, '21	For everyone looking to compare the Tesla and Ford Model T ramp. Pulling data from Tesla website and Wikipedia for Ford.	4.8×	0	2.9k	241	54
33	Apr 28, '21	1/Tesla said it believes the Model Y can become the best-selling vehicle globally in ~2022. Comparing to 2019, that would mean ~1.5 million units. Here's how the Model Y ramp looks	4.7×	0	3k	191	44
34	Jun 27, '25	LLM's are book smart, this is street smart.	4.6×	97k	1.5k	68	37
35	Jan 2, '24	Four years ago Tesla delivered ~500,000 units in the entire year. They just made around that many in a single quarter.	4.3×	89k	592	57	6
36	Mar 11, '25	Yes solar, but 👀 storage	4.1×	86k	662	108	117
37	Jun 14, '24	Jensen said it: No task beneath you. How can Optimus take over the world? Start by going around and empty trashcans into bigger trashcans then empty those trashcans into the dumpst	4.1×	85k	691	29	28
38	May 28, '21	Space Junk by Altitude	4.0×	0	2.4k	225	67
39	Jan 2, '21	Factories build cars, Tesla builds factories	4.0×	0	2.5k	193	40
40	Mar 26, '24	A humanoid robot is less than a tenth the weight of a car, can the manufacturing ramp be 10x that of a vehicle? Does that even matter? Seems like the constraint is going to be soft	3.7×	78k	578	23	15
41	Mar 26, '24	@AlecStapp Warhol would be proud	3.7×	78k	571	1	2
42	Feb 25, '21	1/Tesla won over California early. In 2020 it seems to have started winning over the rest of the US.	3.5×	0	2.4k	100	18
43	Jul 11, '22	A nice look at EV adoption by country	3.3×	0	1.6k	205	95
44	Dec 19, '23	"Volkswagen is returning to physical buttons instead of touch controls" Just like all smartphones went back to physical touchpads.	3.3×	70k	601	27	9
45	Jul 23, '20	Renewable first in Europe! In the first half of 2020, renewables generated 40% of the EU-27’s electricity, whereas fossil fuels generated 34%.	3.3×	0	1.9k	270	13
46	May 20, '21	1/ @wintonARK, @yassineARK, and I just posted an incremental update to ARK's open-source Solar+Battery+Bitcoin mining model, which now allows one to test how the system would have	2.7×	0	1.2k	228	167
47	Oct 21, '20	GM Hummer EV tri-motor is $30,000 more expensive than the equivalent Cybertruck and has 200 miles less range.	2.6×	0	1.1k	217	17
48	Aug 24, '20	1/ Why does Musk keep hinting at his excitement for an electric jet? In the past he has said that electric flight starts to get interesting once you hit 400wh/kg	2.6×	0	1.5k	149	51
49	Apr 23, '25	58,000 Americans died fighting in Vietnam. In 2023 there were 41,000 lives lost on US roads. We have accepted an insane status quo. Autonomous cars can't come soon enough.	2.5×	52k	652	67	22
50	Apr 24, '19	Well, this is embarrassing. #Tesla	2.5×	0	1.2k	262	15
51	Apr 23, '20	Will people buy EVs with gas prices low? 1 People don't typically do total cost of ownership calcs 2 If they did, more people would be buying EVs 3 Gas prices are low, but a big pa	2.4×	0	1.5k	103	20
52	Apr 19, '24	Kind of crazy that we may be about to create AGI without ever really understanding how the brain works.	2.2×	46k	581	32	25
53	Mar 10, '22	Tesla raises car prices by 9 gas station fill-ups.	2.2×	0	1.4k	98	11
54	Jul 28, '18	Why VCs are willing to dump money into electric scooter companies: Charge $1.63 per mile, but it only costs $0.32 per mile. If you think people love electric scooters now, wait unt	2.1×	0	841	286	40
55	Feb 4, '21	SpaceX's rate of improvement🚀🚀🚀	2.1×	0	1.3k	85	17
56	Nov 8, '21	This is from a 2014 paper. LFP battery cells were priced above NMC. Battery volume went to NMC. Now the opposite is true and it wouldn't be surprising to see incremental volume com	2.1×	0	1.3k	64	29
57	Oct 28, '20	What does the difficulty curve look like for scaling manufacturing? Prototype easy 1-100 fairly easy 100-1,000 hard 1,000-10,000 harder 10,000-100,000 very hard 100,000-1,000,000 v	2.0×	0	1.4k	28	26
58	Mar 19, '21	I think VW has the right strategy, but this is the difference between exponential and linear thinking.	1.9×	0	910	144	31
59	Oct 2, '20	One of these things is not like the other	1.8×	0	962	163	11
60	Aug 10, '21	Over 10 million unfilled jobs. Automation and education are solutions and there is rapid innovation happening in both.	1.8×	0	1.1k	86	38
61	Jan 14, '21	1/Some context for the number of EV companies emerging. In the early 1900s when gas cars were first gaining share there was a boom in the number of car companies, which was quickly	1.8×	0	1k	88	59
62	Nov 24, '21	It took Amazon 7 years to deploy its first 200,000 robots. It took 2 years to deploy the next 150,000	1.7×	0	943	119	32
63	May 5, '21	Landed. Reusable Falcon 9 lowered launch costs by an order of magnitude. Reusable Starship could lower launch costs by another 10-100x.	1.7×	0	1k	90	2
64	Apr 30, '20	This is what gaining market share looks like.	1.7×	0	792	170	14
65	Jan 27, '22	A lot of people complaining about Tesla product announcements. Tesla said they may announce new factories this year. That’s one of the most important products of all. The factory i	1.6×	0	962	85	6
66	Oct 7, '20	Interesting to see Momentus and Rocket Lab take unique approaches to meet small satellite demand. Momentus with "last mile" orbit delivery. Rocket Lab with small rockets.	1.6×	0	1k	85	21
67	Jan 11, '22	China passenger auto sales were up 4.4% to 20.1 million units in 2021, but that headline is a bit deceiving. Gas powered car sales were actually down roughly 4% while, battery elec	1.6×	0	802	132	23
68	Jan 31, '20	Read how ARK is thinking about Tesla for the next 5 years:	1.6×	0	635	149	66
69	Apr 29, '19	6 years after the iPhone launched, competitors caught up. Car makers haven't even caught up with the 2012 #Tesla Model S.	1.5×	0	632	216	8
70	Mar 20, '21	View post on X	1.5×	0	706	127	48
71	Jun 12, '19	The EV market has grown over 11X since 2013 and Tesla has pretty much maintained its market share.	1.5×	0	847	116	6
72	Nov 6, '20	Tesla's rate of innovation is pretty amazing. The competition makes compromises to hit a certain price point and then is stuck there until 3-4 years later when they come out with a	1.5×	0	863	84	28
73	Oct 7, '20	Very simply, Tesla wants to become the best manufacturer in the world and, for the most part, traditional automakers don't want to become the best EV makers in the world. That seem	1.5×	0	888	85	11
74	Dec 13, '19	At peak horse, farm draft animals consumed the output of ~22% of all cropland.	1.5×	0	929	71	14
75	Apr 7, '22	Making a vehicle that has no paint that people want to buy is an underrated innovation.	1.5×	0	943	57	0
76	May 24, '21	And this is an interesting way of looking at the world: population by latitude. Interesting for both satellite internet and solar.	1.5×	0	745	127	37
77	Sep 4, '20	Ah yes, the staple of the battery company pitch deck. It's good to have so many people working on different approaches to improve cells. QuantumScape investor presentation here:	1.4×	0	866	62	48
78	Dec 11, '19	Maybe Porsche should have built the Taycan in a "tent"	1.4×	0	793	104	8
79	Jul 8, '21	Early adoption and FUD often go hand in hand. It's amazing how much progress has been made and how early it is.	1.4×	0	831	97	8
80	Apr 29, '20	Slowly but surely the alien dreadnaught takes shape If I had to guess, the cybertruck and likely "cyber" line of vehicles will take this beyond what people imagine possible. PAINti	1.4×	0	929	60	7
81	Jan 6, '23	Tesla's margins, superior drivetrain efficiency and low battery costs should make it one of the best positioned to weather any cyclical slowdown for autos. As it has done in the pa	⚡ 1.4×	1.7M	761	82	16
82	Oct 16, '20	Imagine having to wait ~4 years to release a better car. Tesla's most recent Model 3 update separates it from the pack even more.	1.3×	0	774	88	23
83	Jan 25, '21	Tesla maintained market share as the battery electric vehicle market grew 33% year over year. (technically they grew market share, but rounding)	1.3×	0	729	94	21
84	Aug 1, '22	1/The EV share gain for the first half of this year in context.	1.3×	0	667	121	26
85	Sep 24, '20	15/ The crazy part of Battery Day isn't what was announced. It's that people still don't believe it's possible. Going to discuss this at ARK's brainstorm tomorrow and add more thou	1.3×	0	803	55	8
86	Mar 7, '22	Prediction: If you don't have the drivetrain efficiency to produce a vehicle with acceptable range using lithium iron phosphate batteries, you're going to have a bad time.	1.3×	0	717	65	10
87	Jan 22, '20	1/ If you take the average fatalities per vehicle since autopilot was introduced. Fatalities are ~2.5 times less likely if people are driving Teslas compared to the US average. And	1.3×	0	690	97	15
88	Jul 9, '21	1/GAO study finds that 2-3 million U.S. small businesses lack access to broadband. "A Vermont inn and spa owner said she pays $78 a month for a 10 Mbps download speed, and she’d ha	1.3×	0	799	41	9
89	Oct 6, '22	One way to reduce open tabs: Tweet out link you know you'll eventually want to look at. FCC applications to launch and operate satellites: ...or if anyone has gone through and has	1.2×	0	808	32	21
90	Dec 4, '19	Detailed comparison coming, but the craziest part of the Ford F150 is that is costs an extra $7,015 for adaptive cruise control. It costs $7,000 to add the full self driving option	1.2×	0	639	117	5
91	Sep 4, '19	The Porsche Taycan is pretty good, but it still trails the 7 year old Tesla Model S. The Model S has almost 100 miles of extra range. And for the price of a Taycan, you can buy the	1.2×	0	565	127	8
92	Oct 7, '21	Used car price index at an all-time high, but interesting to note that used vehicle sales were down 13% year-over-year in September.	1.2×	0	610	72	18
93	Jan 14, '22	1/ You're a car maker. You don't believe 100% in EVs. You eventually realize batteries are a limiting factor. You sign a fixed price "long-term" contract for supply. It's not enoug	1.2×	0	751	48	12
94	Sep 23, '21	The Consumer Reports review of the Tesla yoke reminds me a lot of the first reviews of Apple's iPhone keyboard.	1.2×	0	674	63	1
95	Jul 29, '20	RIP coal🪦	1.1×	0	585	78	6
96	Mar 3, '21	Legendary	1.0×	0	679	51	1
97	Jan 14, '21	2/When China was handing out money to EV companies there was a boom of ~500 companies. Of those, "just 11 succeeded in raising funds last year (2019)"	1.0×	0	666	33	12
98	May 24, '21	SpaceX is approaching the point of operating 50% of the active satellites orbiting Earth.	1.0×	0	588	54	5
99	Mar 1, '21	SpaceX makes falcon 1, realizes not a sustainable market and makes falcon 9. 10+ years later every small rocket company says small rockets are a sustainable market. Rocket Labs goe	0.9×	0	604	31	10
100	Apr 22, '20	2/ Tesla: Tell fleet to flag that specific edge case. Train on that real world data set. Validate with million car global fleet. Implement.	0.9×	0	587	27	2

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