Big Ideas 2020

ARK Invest

Research

81 Pages

ARK Invest’s Big Ideas 2020 explores how disruptive technologies across AI, energy, biotech, and fintech could reshape global markets and economic growth. The paper leans into bold projections, including deep learning potentially creating $30 trillion in value, while arguing innovation is accelerating faster than most investors appreciate.

Key Takeaways

Deep Learning Scale Impact: ARK estimates AI could generate $30 trillion in market value, roughly 3x the impact of the internet’s $10 trillion over two decades.
Electric Vehicle Adoption: EV production could reach 37 million units by 2024, about 6x higher than traditional forecasts, driven by falling battery costs.
Streaming Revenue Expansion: Global streaming revenues are projected to grow to $390 billion by 2024, implying roughly 4x growth as distribution shifts fully digital.
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