Technological innovation is accelerating at an unprecedented pace, creating significant opportunities for investors, businesses, and society in general. ARK Invest, with its “Big Ideas 2025” report, highlights the major transformations underway and their implications for the future.
The report focuses on the convergence of five technological innovation platforms:
- Artificial Intelligence (AI): AI agents, capable of understanding intent through natural language, planning, acting, and improving, are poised to revolutionize human-computer interaction and accelerate the adoption of digital technologies. These agents will transform consumer search and discovery, with AI-mediated ads expected to capture the largest share of digital ad revenue by 2030. Furthermore, AI is projected to facilitate approximately $9 trillion in global online spending by 2030.
- Robotics: Automation through robotics is transforming sectors such as agriculture, manufacturing, and logistics. Humanoid robots, in particular, represent a significant market opportunity due to their versatility.
- Energy Storage: The demand for energy for AI hardware is growing rapidly. Nuclear energy, with the support of clear regulations, is emerging as a competitive and timely solution.
- Public Blockchains: Bitcoin hit an all-time high in 2024. The introduction of the Runes protocol has caused the number of transactions on Bitcoin to spike. In addition, stablecoins surpassed Mastercard and Visa in transaction value in 2024. Innovation in this field is flourishing, with projects like Ethena Labs reaching $6 billion in total value locked in the first twelve months. The use of stablecoins is growing, driven by lower costs and greater efficiency of Layer 2s.
- Multiomics Sequencing: Advances in sequencing, AI, and single-cell technologies are enabling us to read, model, and predict biological complexity. The use of AI is accelerating drug discovery.
These interconnected platforms will generate significant macroeconomic growth through productivity gains and new investment opportunities. ARK’s analysis suggests that the adoption of AI-enabled technologies will accelerate hardware sales.
Here are some key points to consider:
- Exponential Growth: Growth is shifting towards the “second half of the chessboard,” where compounding produces impressive results. Computing hardware is improving rapidly, with exponential growth in computing power per dollar.
- AI Adoption and Monetization: AI monetization is outpacing that of social media. The adoption of AI-enabled hardware is expected to accelerate starting in 2025.
- Robotaxis and Autonomous Mobility: Robotaxis are poised to transform personal mobility by reducing costs and increasing safety. The adoption of autonomous vehicles is expected to increase steadily in the coming years.
- Autonomous Logistics: Autonomous vehicles, both land-based and aerial, could drastically reduce supply chain costs.
- Bitcoin and Stablecoins: Bitcoin is becoming an increasingly mature asset, with solid fundamentals and growing institutional adoption. Stablecoins, in particular, are gaining popularity due to their efficiency and low transaction costs. Stablecoins are now a rapidly growing segment in digital assets.
- Blockchain Scaling: Layer 2 blockchains are helping to reduce costs and enable new use cases. Solana is gaining market share due to adoption by retail investors.
- Multiomics and Drug Discovery: DNA sequencing is becoming increasingly affordable, while AI is improving the ability to predict protein structure. AI and Self-Driving Labs are revolutionizing drug discovery, reducing time and costs.
In conclusion, the ARK Invest report provides an illuminating view of the future of technological innovation, with significant implications for various sectors. The convergence of AI, robotics, energy storage, blockchain, and multiomics promises exponential growth and the creation of new opportunities for all. It is essential to stay informed and adapt to this rapidly evolving landscape.
