ARK Weekly Summary - 45 (AI & Robotics)

Welcome to the latest edition of our weekly newsletter, where we bring you fresh insights and news from the world of thematic, innovation and sustainable investing.

This week, we explore the transformative role of AI in enhancing human productivity and revolutionising societal functions, from home environments to industrial applications and even judicial systems.

• Article: Can AI unlock human productivity? - In this article, Rahul Bhushan explores the optimistic future of AI’s impact on productivity and illustrates how it has the potential to revolutionise not just industry but also society.
• Post: Humanising justice: The transformational impact of AI in courts - This article explains how AI tools have enabled court and government employees to focus more on human interactions in their work and provided learning opportunities to improve equity and reduce bias in judicial outcomes.
• Poll: How frequently do you use AI tools to enhance your productivity at work or home? - AI tools are becoming essential for simplifying daily tasks and boosting productivity, whether it’s managing tasks at the office or at home.
• #FactFriday: GenAl significantly improved performance in three data-science tasks - GenAI-augmented consultants outperform their peers on data-science tasks, improving scores by 49% points in data cleaning, 33% points in predictive analytics, and 20% points in statistical understanding. (Boston University, BHI 2024)

• Rahul Bhushan: Tesla, tech, & the U.S. deficit: Will equities outshine bonds? Read more
• Florian Berberich : Tesla's energy storage business. Read more
• Jason Kennard: Hargreaves Lansdown gains market momentum with ￡1.5B in AUA growth and takeover prospects. Read more

Webinar Recordings:

• How to find the right sustainable strategy for your portfolio. Watch now (Professional investors only)
• How to understand the AI opportunity and broaden your portfolio. Watch now (Professional investors only)
• Invest in genomics – Introduction to our Genomic Revolution Strategy. Watch now (Professional investors only)

• Learn more about this week's strategy via our website.
• Our latest 'In The Know with Cathie Wood' recording is now available.
• Subscribe to Rahul Bhushan's weekly macro letter 'On the Pulse' here.

For any further questions, we'd like to invite you to visit our website.

We wish you a great start of the week.

The #ARKInvest Europe team