Tasha Keeney

Director of Investment Analysis @ARKInvest | Direct Research on Autonomous Tech, Robotics, & Embodied AI (🚗🚜✈️🤖). Disclosure

[ARK Invest @ARKInvest]

Half your DoorDash bill is fees. The other half is the meal. @TashaARK, CFA breaks down why that split exists and why drones could collapse delivery costs to under a dollar in a new askARK.

[ARK Funds @ARK_Funds]

Tesla and SpaceX are already collaborating on manufacturing, and the next phase could be humanoid robots deployed on Mars. @TashaARK breaks down our thesis in the June webinar: robotics, AI, and space launch are not separate bets. We believe they are one converging story.

[ARK Funds @ARK_Funds]

Our “June Fund mARKet Update Webinar” is now available. Watch as @CathieDWood and our research/investment team address ARK performance and holdings and answer your questions on autonomy, healthcare, SpaceX, Anthropic, OpenAI, and more.

[ARK Invest @ARKInvest]

"We do believe that Elon was a major driving force in just making the impossible possible." @TashaARK, CFA makes the case for why keeping Elon Musk at the helm of SpaceX is critical, and why the lofty S-1 targets are designed to keep him there.

[ARK Invest @ARKInvest]

Autonomous Technology & Robotics team Director of Research @TashaARK, CFA and Research Analyst @DMaguireARK, ACA break down SpaceX's S1 filing and answer live viewer questions.

[ARK Funds @ARK_Funds]

Tesla's FSD 15 is compatible with AI4, Cybercab production is already ramping, and the safety data is there. @TashaARK, CFA shares why she's confident AI4 is the platform that will deliver robotaxi in our May webinar.

[ARK Invest @ARKInvest]

Join us live! https://t.co/YYSAa0flzd

[ARK Funds @ARK_Funds]

The robotaxi market could hit $34 trillion by 2030. Who captures most of that value? @TashaARK outlines ride-hail economics in our Q1 webinar.

Watch now!

[ARK Invest @ARKInvest]

$2.80 per mile → $0.25 per mile.
That's the potential cost decline from human-driven ride-hail to autonomous robotaxis at scale.

We believe the companies enabling that decline will capture the vast majority of the market.

Read @TashaARK's new Substack: https://t.co/v2TLy2kJwS

[ARK Invest @ARKInvest]

What major breakthroughs are ahead for robotaxis?

They’re already operating today, but the next unlock is scale and timing, which will be determined by a few key factors.

@TashaARK details in an askARK on the Autonomous Vehicles section of Big Ideas 2026.

[ARK Funds @ARK_Funds]

.@wintonARK, @TashaARK, and @CathieDWood discuss recent headlines around SpaceX and the implications an impending IPO have on our investment in the ARK Venture Fund.

ARK Venture Fund holdings and other fund information, subject to change: https://t.co/FjEkAZSUnB

[ARK Invest @ARKInvest]

Director of Research, Autonomous Tech & Robotics / Director of Investment Analysis @TashaARK shares 3 main takeaways from the Autonomous Vehicles section of ARK's Big Ideas 2026.

[ARK Invest @ARKInvest]

Director of Research, Autonomous Tech & Robotics / Director of Investment Analysis @TashaARK takes us through the Autonomous Vehicles section of Big Ideas 2026.

Watch now!

[Tasha Keeney @TashaARK]

Tesla Semi enters production this year —electric, not autonomous. Makes sense as we believe the robotaxi market will be ~6x bigger than the robotruck market in 2030. Meanwhile, Aurora and Kodiak plan driver out over the road trucks this year. Read more below:

[ARK Invest @ARKInvest]

https://t.co/Pm8Yz9ChAi

[ARK Funds @ARK_Funds]

When will Optimus impact Tesla’s earnings?

ARK estimates human-level task proficiency by ~late 2028, but it’s not the main story yet. @TashaARK, CFA notes in the March webinar that near-term earnings will likely still be driven by robotaxis.

[Tasha Keeney @TashaARK]

This week I wrote about the continued relevance of prime defense manufacturers in conflict👇

[ARK Invest @ARKInvest]

https://t.co/Z7d8kxf19c

[Tasha Keeney @TashaARK]

Most of the world's humanoid robots sit in China, but real task proficiency is yet to be seen

[ARK Invest @ARKInvest]

https://t.co/Tg1wG8LKry

[Tasha Keeney @TashaARK]

@Reece_Parkinson @bgurley Good idea 😊

[Tasha Keeney @TashaARK]

@bgurley’s book is a thoughtful, practical guide to finding meaningful work. It resonated with me as a new parent to encourage my daughter to chase her dreams, even if that means confidently sneaking backstage for the cause.

[Daniel Maguire @DMaguireARK]

Current AI bottleneck: access to power

Future AI bottleneck: access to launch capacity

SpaceX/xAI: the ultimate AI infrastructure play