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Articles by Akaash TK
From Robotaxis To Humanoids: Why Embodied AI Represents An Order-Of-Magnitude Leap Into The Future
Today’s humanoid robot capability certainly seems limited relative to its potential. According to our research, humanoid systems could prove transformational for the modern workforce as they expand automation into labor-constrained sectors such as logistics, manufacturing, healthcare, and services. In 2028, humanoids could reach a level of operational performance comparable to that of today’s robotaxis.
Stationary Energy Storage Could Become The Backbone Of The Modern Grid
Surging demand from AI data centers and the gradual electrification of transportation are adding pressure to the US grid, but the solution might already exist. ARK's research suggests that stationary energy storage, paired with existing underutilized generation, could unlock latent supply, manage intermittent renewable energy sources, and accelerate electricity cost declines.
#488: The FDA’s New “Plausible Mechanism” Pathway Could Transform Therapies For Rare Diseases, & More
This year, the price of bitcoin has been buffeted by a battle between early adopters and institutions. So-called “whales” have been selling, while public companies and ETFs have been buying. Indeed, this dynamic has characterized this bull cycle. “Liveliness” is a metric that captures this phenomenon. Liveliness measures the ratio of total coindays destroyed relative to total coindays ever created: it rises when long-dormant coins make a move on-chain and falls when holders are inactive.
#474: OpenAI Launched GPT-5 In Pursuit Of Technical Leadership And Mass Adoption, & More
The diagnostics landscape is shifting, its success hinging not on a single breakthrough but on a new value chain with three drivers: scientific innovation that will create tests, commercial distribution, and data moats that learn from real-world evidence. The most durable franchises will control at least two of those value drivers. The recent licensing deal between Exact Sciences and Freenome for a colorectal cancer (CRC) screening test is a powerful illustration.
Electric Vehicles Are Likely To Derail Gas-Powered Vehicles
In the last 18 months, the press has featured electric vehicles (EVs) as a dying technology. Journalists have described EVs at “the end of the road,” a “dead end” as they “run out of power”—a “massive disappointment.” As usual with disruptive innovation, the facts contradict the headlines. According to the EV data reported for 2024,2 the technology on the road to demise is the internal combustion engine (ICE).
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