RECEIPT #CATHIE
JAN 01, 2018
PREDICTION BY
Cathie Wood“ARK believes autonomous platform providers will be roughly 9 times more valuable than the automakers. Likely candidates are Baidu, Alphabet, and Tesla.”
FOLLOW-UP
As of early 2026, the combined market cap of Tesla, Alphabet, and Baidu (acting as platform providers) outvalues major automakers by approximately 4-5x, not the predicted 9x. Full Level 5 autonomy is still primarily in pilot phases.
ORIGINAL SOURCE
ARK Invest "Big Ideas 2018" reportEVIDENCE