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Four barriers to entry that. We have always focused on Battery Technology. They are about three years ahead of everyone else. Artificial intelligence no one's close they are autonomous. Data collection for autonomous. No one. They're not even trying. It seems in some ways to collect the data Nationwide and software is a service.
So over the air software updates. I see your towards late 2020, this flood of cash coming in. Was okay. These are performance chase. This is going to be hot money. These people are going to be scared off at the first downturn. We've seen downturn and I don't know. It looks pretty flat ish. It's not this exodus of money right now.
Have I got that right from the get go? We have always said our investment time horizon is five years and Truly disruptive innovation in the public equity markets is valued Today at roughly $10 trillion it if we are, correct. In terms of our five Innovation platforms, DNA sequencing, Robotics, Energy Storage, Artificial Intelligence, Blockchain Technology And the 14 Technologies underlying or involved in those platforms.
Our analysis suggests that that $10 trillion will scale. $210 trillion by 2030. We ask you about a couple of Holdings. Tesla. It seems to be surprising on its production and things like that. But now we're coming up on the launch of this, electric pickup truck From Ford and all this new coming competition Legacy car makers, Anything that Tesla fares as that new competition arrived, is it that You think that it has a head start by this point that is Insurmountable Or what do you do?
Well the four barriers to entry that we have always focused on Battery Technology. They are about three years. Ahead than everyone else. Artificial intelligence. No one's close they are autonomous, data collection for autonomous. No one. They're not even trying. It seems in some ways to collect the data Nationwide and software is a Service.
So over the air software updates, we hear that GM and others are close To delivering on that, but the others and the other companies will Have to use their brand. Now. I've been saying for some time that Many value stocks are in a bubble and in the case of the traditional Automakers. I want them to win.
We want them to go electric. This week Think electric vehicle sales are going to go for 4.8 Million last year To 40 million in 2026. But the only way we get there in that forecast, is if the traditional Auto manufacturers and scale. What makes Cathie Wood so controversial. I look at you and I say well, you know what you see is what you get?
You get this Rocket Fuel portfolio. Yeah, it's down by half over the past year, but you're up 250% Over the past five years and either that's for you or it's not either You want a little bit of that in your portfolio. You do. I hear from people these very sort of emotional opinions, passionate Opinions.
It's like this lightning rod. I think that Ark is disrupting the financial services. Industry, particularly the asset management. Part of our industry, we are completely transparent we give our research away. We have a five-year investment time horizon when most of the financial World as a quarterly or one year time horizon.
And we are not using benchmarks as our guide because benchmarks are Backwards looking and You know, I think we've created a brand out there and attracted a Following of people who trust us. So I think radical transparency is not the DNA of the traditional Financial world and it's uncomfortable. It is confusing.
Sometimes to hear people critics, say? No, there's no risk management. We have risk management throughout the firm. We Of minority owners, who are overseeing the risk. So, we are looking at Ark as a slice of an equity allocation and we Have a study on our site Arck Dash Invest, which shows that if you Allocate, I think with the study was 5 to 15% to Ark take that from Other equities, we will over a five year period of time.
Increase your Return per unit of risk. And that is why over the last five years we have outperformed when Most active managers have not. We have outperformed the Nasdaq and S&P and MSCI. So I agree with you that, you know, that, what I call tried and true, The core many people treating Ark as a satellite.
I think, many people are and as a hedge against the massive Disruption That we see from Innovation. During the next five to ten years. It's going to hit some of the stocks in traditional Venture. It's amazing how much engagement you're able to get. I think you and your colleagues together have like 1.7 million, Twitter followers.
And then you've got on the other side of the coin sort of Legacy Active where they don't, the PR people in the lawyers. Don't let them say anything. And if they do, it's very by the book and it doesn't really get Anybody going. Nobody cares. I will say, though. I think it's good. It, I think it helps your brand.
But sometimes you'll say something and I'm like, why did she go that Far? For example, the 40% return. Sometimes you'll throw out a number like, y, set, the bar that high And maybe, you know, upset your compliance person. Like, I think people are, you know, with you I don't think it's don't you want to under promise and over deliver?
So, well, in the beginning we wanted people to just listen to our Story. So maybe that's Part Legacy, but our chief compliance officer spent four years at the SEC as they were evolving, guidelines for social media, and marketing. And I started the firm saying, okay, after 08-09, what did clients Want There was a loss of trust in the financial services industry.
So, transparency seem to be very important. So that was I invested much more in marketing at the very start of the Firm than most would. For this idea, in terms of the putting numbers out there, what we try And help people understand is the other side of what you said in terms Of our return expectations based on growth.
I mean, based on our research is, we're also people don't pick up on This is much. We're also saying these expectations are with a an assumption that are Multiples are going to compress dramatically, so I think many people are surprised to learn that Tesla's EV so Enterprise Value to keep EBITA expectation.
Our expectation in 2026 is 14 times. It's below a Fang today. Now, do we think it's really going to be there if autonomous takes off? No, we don't. But where you do see aggressive assumptions? And this has to do with exponential growth of revolving around Wright's law Moore's law relative. We have a high degree of confidence.
In the unit growth characteristics as these Technologies Go mass market. We're really trying to communicate that these Technologies cutting Across sectors are creating explosive opportunity.
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