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ARK Invest Big Ideas 2024 Report - AI, Robotics, Sequencing, Energy & Blockchain - AZ TRT S05 EP16 (231) 4-21-2024

AZ Tech Roundtable 2.0

Release Date: 04/26/2024

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ARK Invest Big Ideas 2024 Report -

AI, Robotics, Sequencing, Energy & Blockchain

AZ TRT S05 EP16 (231) 4-21-2024 

 

What We Learned This Week:

  • ARK Invest Big Ideas Report 2024 by Cathie Wood & Team
  • Topics: AI, Robotics, Sequencing, Energy, & Blockchain
  • Impact on technology, economy, & people’s lives
  • Disruptive Innovation will be the driving force in society

 

 

Topics: AI, Robotics, Sequencing, Energy, & Blockchain

 

From ARK Invest Website:

The Big Ideas report is a comprehensive study of disruptive technologies, with more than 160 pages of analysis. To learn more about the research, you can visit here.

 

 

https://ark-invest.com/big-ideas-2024

BIG IDEAS 2024

 

 

 

Technological Convergence:

Catalyzed by breakthroughs in artificial intelligence, the global equity market value associated with disruptive innovation could increase from 16% of the total[1] to more than 60% by 2030. As a result, the annualized equity return associated with disruptive innovation could exceed 40% during the next seven years, increasing its market capitalization from ~$19 trillion today to roughly $220 trillion by 2030.

60% The Global Equity Market Value Associated With Disruptive Innovation Could Increase To 60% By 2030

Artificial Intelligence: Scaling Global Intelligence And Redefining Work

The convergence of hardware and software could drive AI training costs down by 75% at an annual rate through 2030.

75% AI Training Costs Should Continue To Fall 75% Per Year

Bitcoin Allocation: Growing The Role Of Bitcoin In Investment Portfolios

During the last seven years, bitcoin’s annualized return has averaged ~44%, while that of other major assets has averaged 5.7%.

44% During The Last Seven Years, Bitcoin’s Annualized Return Has Averaged ~44%.

Bitcoin In 2023: Demonstrating Resilience And Recovery After Challenges In 2022

In 2023, bitcoin’s price surged 155%, reaching $827 billion in market cap.

$827B Bitcoin Reached $827 Billion In Market Cap In 2023

Smart Contracts: Powering The Internet-Native Financial System

If financial assets were to migrate to blockchain infrastructure at a rate similar to the adoption of the internet, and the take rates associated with decentralized financial services were a third those of traditional financial services, smart contracts could generate annual fees of more than $450 billion.

$450B Smart Contract Networks Could Generate Fees Of $450 Billion In 2030

Digital Consumers: Transitioning Toward Digital Leisure

According to ARK’s research, spending on digital leisure should take share from physical options and grow 19% at an annual rate during the next seven years, from $7 trillion in 2023 to $23 trillion in 2030.

$23T Spending On Digital Leisure Could Reach $23 Trillion In 2030

Digital Wallets: Closing The Loop With Two-Sided Networks

According to ARK’s research, closed loop consumer payments, merchant banking, and employee payroll/payments will increase select vertical software platforms' revenues by 22-33% at an annual rate during the next seven years, from $7 billion in 2023 to $27-$50 billion in 2030.[2]

$27B+ Digital Wallets Could Grow Select Vertical Software Platforms' Revenues to $27-$50 Billion In 2030

Precision Therapies: Curing Disease More Efficiently And Less Expensively

Based on ARK's research, the enterprise value of companies focused on precision therapies could appreciate 28% at an annual rate during the next seven years, from ~$820 billion in 2023 to ~$4.5 trillion by 2030.

$4.5T The Enterprise Value Of Companies Focused On Precision Therapies Could Reach $4.5 Trillion By 2030

Multiomic Tools & Technology: Translating Biological Insights Into Economic Value

According to ARK’s research, multiomic tools and technology could reduce research and development (R&D) spending per drug by more than 25%.

25% R&D Spending Could Decline By More Than 25% Thanks To Multiomic Tools And Technology

Electric Vehicles: Lower Battery Costs Powering EV Adoption

ARK forecasts that electric vehicle sales will scale 33% at an annual rate during the next seven years, from roughly 10 million in 2023 to 74 million in 2030.

74M EV Sales Could Reach 74 Million In 2030

Robotics: Generalizing Automation Thanks To The Convergence Of AI Software And Hardware

As hardware and software costs decline according to Wright’s Law, AI should continue to improve productivity and create a new market opportunity for generalizable robotics that, at scale, exceeds $24 trillion in revenue annually.

$24T Generalizable Robotics Represent A $24+ Trillion Global Revenue Opportunity

Robotaxis: Transforming Urban Transit Safely And Affordably

According to ARK’s research, robotaxi platforms could redefine personal mobility and generate $28 trillion in enterprise value during the next five to ten years.

$28T Robotaxi Platforms Could Create $28 Trillion In Enterprise Value In 2030

Autonomous Logistics: Reducing Costs And Reshaping Supply Chains

According to ARK’s research, autonomous delivery revenues could scale from essentially nil today to $900 billion in 2030.

$900B Global Autonomous Delivery Revenue Could Reach $900 Billion by 2030

Reusable Rockets: Opening Outer Space For Business

According to ARK’s research, satellite connectivity revenues could reach $130 billion in 2030, still just a fraction of the roughly $2 trillion in telecommunications revenue.

$130B Satellite Connectivity Revenues Could Exceed $130 Billion Per Year In 2030

3D Printing: Reshaping Manufacturing

According to ARK’s research, 3D printing revenues could scale ~40% at an annual rate during the next seven years, from ~$18 billion today to ~$180 billion in 2030.

$180B 3D Printing Revenues Could Grow ~40% At An Annual Rate To $180 Billion By 2030

 

 

 

 

Article - Report Summary:

 

ARK Invest 2024 Big Ideas

The ARK Big Ideas 2024 report is titled 'Disrupting the Norm, Defining the Future' and it highlights 15 big ideas, which are: 

  1. Technological Convergence - The global equity market value associated with disruptive innovation could increase to 60% by 2030.
  2. Artificial Intelligence - Scaling global intelligence and redefining work: AI training costs should continue to fall 75% per year.
  3. Smart Contracts - Powering the internet-native financial system, smart contract networks could generate fees of $450bn in 2030.
  4. Digital Wallets - Digital wallets could grow select vertical software platforms' revenues to $27-$50bn in 2030.
  5. Robotics - Generalizing automation, thanks to the convergence of AI software and hardware. Generalizable robotics represent a $24 trillion-plus global revenue opportunity.
  6. Digital Consumers - Transitioning toward digital leisure, where spending could teach $23 trillion in 2030.
  7. Electric Vehicles - Lower battery costs powering adoption mean EV sales could reach 74 million in 2030.
  8. Robotaxis - Robotaxi platforms could create $28 trillion in enterprise value in 2030.
  9. Multiomic Tools & Technology - Translating biological insights into economic value: R&D spending could decline by more than 25%, thanks to multiomic tools and technology.
  10. Reusable Rockets - Satellite connectivity revenues could exceed $130bn per year in 2030.
  11. Autonomous Logistics - Global autonomous delivery revenue could reach $900bn by 2030.
  12. Bitcoin Allocation - Growing the role of bitcoin in investment portfolios. During the last seven years, bitcoin's annualized return has averaged around 44%.
  13. Bitcoin in 2023 - After challenges in 2022, bitcoin's price surged 155% last year, reaching $827 billion in market cap.
  14. Precision Therapies - Curing disease more efficiently and less expensively. The enterprise value of companies focused on precision therapies could reach $4.5 trillion by 2030.
  15. 3D Printing - Revenues could grow 40% at an annual rate to $180bn by 2030.

 

Summary Source:

https://www.zdnet.com/article/15-big-ideas-that-will-revolutionize-industries-and-economies-led-by-ai/

15 big ideas that will revolutionize industries and economies, led by AI

These innovations will change business during the next decade and beyond, according to ARK Invest, and AI will play a significant role.

 

Written by Vala Afshar, Contributing Writer   2/2024

 

 

Alternate Summary Article:

https://www.cmcmarkets.com/en/opto/ark-invests-big-ideas-for-2024-key-takeaways

Digest:

ARK Invest’s Big Ideas for 2024 - Key Takeaways

 

By OPTO     23 Feb 2024

 

 

 

ARK Invest Performance – past ARK v NASDAQ

https://finance.yahoo.com/quote/ARKK/performance/

2023               67.64%           21.37%

2022               -66.97%         -27.79%

2021               -23.38%         13.05%

2020               152.82%        39.26%

2019               35.58%           32.52%

 

 

 


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