Titan Research

Explaining the "why" in simple English


Friday, Jun 2nd 2023

The Weekly (6/2)

Verbification, Genericization, and Product/Market Fit

Commentary


Wednesday, May 31st 2023

The sharpest AI shovel with Clay and Joe

Picks and shovels of AI

Investor Update


Wednesday, May 31st 2023

Three Things (5/31)

Nvidia, SPAC bust, Gemini

Commentary


Tuesday, May 30th 2023

Titan Flagship Excelling

An update on Flagship

Investor Update


Tuesday, May 30th 2023

Three Things (5/30)

Debt ceiling finale, Ford and Tesla, picks and shovels

Commentary


Saturday, May 27th 2023

Top ATAs 5/27

Top client questions from Ask Titan Anything this week

Commentary


Friday, May 26th 2023

The Weekly (5/26)

Looking for two Eras Tour tickets

Commentary


Wednesday, May 24th 2023

Three Things (5/24)

Apples and chips, litigation turns to partnership, building in public

Commentary


Wednesday, May 24th 2023

Why we passed on Tesla with Clay and Joe

A quick retro on one of our misses

Investor Update


Tuesday, May 23rd 2023

ARK Venture Commentary, 5/23/2023

ARK's thoughts on the current state of the Venture Capital space.

Commentary


Monday, May 22nd 2023

Three Things (5/22)

Cash cow grows, getting clear on crypto, chip wars

Commentary


Saturday, May 20th 2023

Top ATAs 5/20

Top client questions from Ask Titan Anything this week

Commentary


Friday, May 19th 2023

Trade Update: Rolling back the hedge

We’ve made trades in Flagship

Investor Update


Friday, May 19th 2023

The Weekly (5/19)

Twitter CEO Week One To-Do List

Commentary


Wednesday, May 17th 2023

Three Things (5/17)

Congress on AI, EU crypto regulation, hybrid work

Commentary


Tuesday, May 16th 2023

Climbing the wall of worry with Clay and Joe

Increasingly constructive in international markets.

Investor Update


Monday, May 15th 2023

Three Things (5/15)

New chief at Twitter, financing for Forbes, Google AI

Commentary


Saturday, May 13th 2023

Top ATAs 5/13

Top client questions from Ask Titan Anything this week

Commentary


Friday, May 12th 2023

The Weekly (5/12)

Another Debt Ceiling Dilemma

Commentary


Wednesday, May 10th 2023

Trade Update: Investing South of the Equator

We’ve made trades in Offshore

Investor Update


Wednesday, May 10th 2023

Three Things (5/10)

Debt drama, venture and AI, petroleum profits

Commentary


Monday, May 8th 2023

News From Our Portfolio Company Flexport

On May 3rd, Flexport entered into an agreement to purchase Shopify’s logistics businesses, including taking over its technology and employees, and will become Shopify’s official logistics partner.

Investor Update


Monday, May 8th 2023

Three Things (5/8)

New territory for tech, the AI race, and iPhone sales

Commentary


Saturday, May 6th 2023

Top ATAs 5/6

Top client questions from Ask Titan Anything this week

Commentary


Friday, May 5th 2023

The Weekly (5/5)

Vultures or Vital?

Commentary


Thursday, May 4th 2023

April in review

Nothing has broken the will to spend

Investor Update


Thursday, May 4th 2023

Fireside Chat with Mythical Games CEO John Linden

ARK Associate Portfolio Manager Nick Grous interviewed Mythical Games CEO and Founder John Linden in our second Founder Fireside Chat.

Investor Update


Wednesday, May 3rd 2023

Three Things (5/3)

First Republic falls, writers strike, job report

Commentary


Tuesday, May 2nd 2023

Your margins, my opportunity with Clay and Joe

Tech earnings and the path forward

Investor Update


Monday, May 1st 2023

Three Things (5/1)

The weakest link, housing hikes, and cash is no longer trash

Commentary


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