Read on Twitter
Just read Ark Invest's Big Ideas 2021 report.
A tweet for each idea (big numbers coming)
1/ Deep learning to create $30T of market value by 2037
⢠Automated code writing
⢠AI that "understands" language (GPT-3)
⢠Big Tech spends billions on AI chips, everyone benefits
A tweet for each idea (big numbers coming)
1/ Deep learning to create $30T of market value by 2037
⢠Automated code writing
⢠AI that "understands" language (GPT-3)
⢠Big Tech spends billions on AI chips, everyone benefits
2/ Data centres will be totally transformed
⢠Intel -- powers 90% of data centres -- has fallen behind
⢠Next-gen data centres/PCs will run on ARM standard
⢠GPUs (workhorse for AI) hits run rate of $41B in 2030
⢠Intel -- powers 90% of data centres -- has fallen behind
⢠Next-gen data centres/PCs will run on ARM standard
⢠GPUs (workhorse for AI) hits run rate of $41B in 2030
3/ Virtual world revenue hits $390B by 2025 (>2x today)
⢠Video game monetization shifting to in-app purchases
⢠Games are 3rd places (people spend 90m a day gaming in 2025)
⢠AR market (Snap, FB, Apple) set to explode
⢠Cost of VR (visual immersion) plummeting
⢠Video game monetization shifting to in-app purchases
⢠Games are 3rd places (people spend 90m a day gaming in 2025)
⢠AR market (Snap, FB, Apple) set to explode
⢠Cost of VR (visual immersion) plummeting
4/ Digital wallets a $4.6T opportunity
⢠In US, digital wallets surpassing bank account holders
⢠Digital wallet CAC lower than banks
⢠Fully featured digital wallet (ecomm, payments, insurance, credit, brokerage) worth $20k/user
⢠230m Americans x $20k/user = $4.6T
⢠In US, digital wallets surpassing bank account holders
⢠Digital wallet CAC lower than banks
⢠Fully featured digital wallet (ecomm, payments, insurance, credit, brokerage) worth $20k/user
⢠230m Americans x $20k/user = $4.6T
5/ #Bitcoin 
increases by +$40k if S&P 500 companies put 1% of their balance sheet cash to BTC
⢠Square and Microstrategy set the precedent
⢠If S&P 500 companies make 10% of balance sheet cash, BTC rises by +$400k
increases by +$40k if S&P 500 companies put 1% of their balance sheet cash to BTC⢠Square and Microstrategy set the precedent
⢠If S&P 500 companies make 10% of balance sheet cash, BTC rises by +$400k
6/ Mainstreaming of BTC will make it worth $1-5T
⢠BTC trading volume approaching large cap stocks
⢠Institutions have options to access BTC (e.g., CME futures)
⢠If institutional money (HNW, Pensions, SWF, Insurance) allocate 2.5%-6.5% to BTC, its price could rise $200k-500k
⢠BTC trading volume approaching large cap stocks
⢠Institutions have options to access BTC (e.g., CME futures)
⢠If institutional money (HNW, Pensions, SWF, Insurance) allocate 2.5%-6.5% to BTC, its price could rise $200k-500k
7/ EV sales will explode 20x: 2m (today) to 40m (2025)
⢠Total like-for-like EV ownership fell below Toyota Camry in 2019 (the sticker price will do same by 2025)
⢠"cell-to-vehicle" battery designs will increase volume density by 50% and further drop costs
⢠Total like-for-like EV ownership fell below Toyota Camry in 2019 (the sticker price will do same by 2025)
⢠"cell-to-vehicle" battery designs will increase volume density by 50% and further drop costs
8/ Automation adds 5% (~$1.2T) to US GDP in next 5yrs
⢠Rate of automation in next 5yrs = past 25yrs
⢠Industrial robot demands has hit an inflection point (willing to pay upfront cost for automation)
⢠More automation = higher productivity = higher wages = lower prices
⢠Rate of automation in next 5yrs = past 25yrs
⢠Industrial robot demands has hit an inflection point (willing to pay upfront cost for automation)
⢠More automation = higher productivity = higher wages = lower prices
9/ Autonomous ride-hailing profits $1T per year by 2030
⢠Ride hailing already $150B industry
⢠Improvements in AV make economics of robotaxis work
⢠Cost per mile of personally owned vehicle plummeting ($1.70 on a horse, 1871 vs. $0.25 for AV, 2025)
⢠Ride hailing already $150B industry
⢠Improvements in AV make economics of robotaxis work
⢠Cost per mile of personally owned vehicle plummeting ($1.70 on a horse, 1871 vs. $0.25 for AV, 2025)
10/ Drone drastically reduce transportation costs
⢠Revenue by 2030: $275B (delivery), $50B (hardware sales), $12B (mapping)
⢠Cost 10-mile drone delivery (battery price
, AI 
for autonomous flight)
⢠Drones to be cheaper than cars, trucks, bike courier
⢠Revenue by 2030: $275B (delivery), $50B (hardware sales), $12B (mapping)
⢠Cost 10-mile drone delivery (battery price
, AI for autonomous flight)⢠Drones to be cheaper than cars, trucks, bike courier
11/ Orbital space hit $370B annually
⢠Global connectivity via satellites (provide internet for other 50% of population)
⢠Hypersonic point-to-point travel (turn 10hr+ flights into 2-3hr flights)
⢠Re-usable rocket prices dropping (= more satellites)
⢠Global connectivity via satellites (provide internet for other 50% of population)
⢠Hypersonic point-to-point travel (turn 10hr+ flights into 2-3hr flights)
⢠Re-usable rocket prices dropping (= more satellites)
12/ 3D printing worth $120B by 2025
⢠Collapses time from design to production
⢠Shifts power to designers
⢠Reduces supply chain complexity
⢠Penetration levels: 50% in prototypes (market potential = $12.5B), 4% in molds/tools ($30B), 1% in end-use parts ($490B)
⢠Collapses time from design to production
⢠Shifts power to designers
⢠Reduces supply chain complexity
⢠Penetration levels: 50% in prototypes (market potential = $12.5B), 4% in molds/tools ($30B), 1% in end-use parts ($490B)
13/ Next-gen DNA sequencing worth $25B in 2025
⢠Shift from short-read (SRS) to long-read DNA sequencing (LRS) powers genomics revolution
⢠Expanded toolkit gives richer view into biology
⢠Used to be trade-off between accuracy (SRS) to comprehensiveness (LRS)...no more
⢠Shift from short-read (SRS) to long-read DNA sequencing (LRS) powers genomics revolution
⢠Expanded toolkit gives richer view into biology
⢠Used to be trade-off between accuracy (SRS) to comprehensiveness (LRS)...no more
14/ Liquid Biopsies to avert 66k cancer deaths per year
⢠ML-power DNA sequencing will allow liquid biopsies that can find cancer early (before solid tumor stage)
⢠Multi-cancer screening prices dropping
⢠Could prevent 66k deaths a year = 1.4m human life years
⢠ML-power DNA sequencing will allow liquid biopsies that can find cancer early (before solid tumor stage)
⢠Multi-cancer screening prices dropping
⢠Could prevent 66k deaths a year = 1.4m human life years
15/ TAM for oncology gene therapy rise 20x to $250B+
⢠This slide made no sense to me but here it is: "ARK Estimates That Allogeneic.
Cells And Cellular Immunotherapies Could
Create $250 Billion In Incremental Revenues."
⢠This slide made no sense to me but here it is: "ARK Estimates That Allogeneic.
Cells And Cellular Immunotherapies Could
Create $250 Billion In Incremental Revenues."
16/ Smash that FOLLOW for hot biz takes and lots of memes.
Source: https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARK%E2%80%93Invest_BigIdeas_2021.pdf
Source: https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARK%E2%80%93Invest_BigIdeas_2021.pdf
