Ark Invest Big Ideas 2023 Full Report:
ark-invest.com/big-ideas-2023/
Dear Copiers/Followers,
Today I wanted to summarize you and interesting article published by Ark invest (link above).
According to Ark Invest's Big Ideas 2023 report, there are 14 different sectors that could experience exponential growth over the next 12 months, including artificial intelligence and cryptocurrency. The report begins by discussing the risks associated with investing in innovation, such as uncertainty, regulatory hurdles, political or legal pressure, and a competitive landscape.
The main big idea for 2023 is technological convergence, which consists of multiple technologies interacting with each other to create exponential growth. The author says that we should invest in innovation as an edge against existing institutions being replaced by technology. The five categories of disruptive technologies that the authors believe will converge are cryptocurrencies, artificial intelligence, genetic sequencing, robotics, and energy storage. The authors predict that global economic growth in the coming decades will be significantly higher than what is currently being projected by international organizations such as the World Bank, as technological growth will lead to economic growth. The authors also project a total market cap of 300 trillion in 2030, with 200 billion from tech-related companies, and identify the three largest categories as artificial intelligence, energy storage, and cryptocurrency. However, they stress that the report is not financial or investment advice.
The second big idea is that the cost of training AI models has been decreasing and this will result in a significant increase in worker productivity. AI will disrupt human creativity and big tech companies with access to proprietary data could become dominant players in AI.
The third big idea is that AI-related productivity gains will lead people to spend more time online consuming short-form content and playing immersive virtual games. They also believe that non-fungible tokens (NFTs) will be a significant part of the immersive gaming experience and will accrue significant value, with most revenue in this sector coming from fees.
The fourth big idea is about digital wallets. The authors predict that 65% of the world's population will use digital wallets by 2030, and the pandemic has accelerated the shift towards digital payments. Digital wallets can eliminate middlemen in some cases, creating profits for providers at the expense of traditional financial institutions. Closed-loop transactions, which are common in China, will become more popular worldwide and will create massive profits for digital wallet providers.
The fifth big idea is about cryptocurrencies and their potential for three technological revolutions: the money revolution, the financial revolution, and the internet revolution. Bitcoin is highlighted for its censorship-resistant transactions, inflation resistance, and transparency. Defy is noted for eliminating financial intermediaries, being global, interoperable, auditable, and possibly censorship resistant. Web 3.0 is characterized as being owned by users, relying on protocols, enabling new methods of monetization, and causing a convergence between consumption and investment. The authors predict that the total market cap of cryptocurrency will be 25 trillion in 2030.
The sixth big ideas is that Bitcoin will reach a value of 1 million US dollars by 2030. They argue that the BTC bottom is in even if the data on long term BTC that they presented shows that BTC will not rally anytime soon.
The seventh big idea in the article is about smart contracts as an alternative to centralized intermediaries in cryptocurrency. The authors discuss the most popular smart contract use cases on Ethereum, such as NFTs and DeFi, and touch on the potential deflationary effects of the merge on Ethereum's supply.
The eighth big idea is about precision therapies, which target the root cause of diseases using technologies like AI, DNA sequencing, and gene editing.
The ninth big idea is about molecular cancer diagnostics, which can lead to early diagnosis and treatment.
The tenth big idea is about electric vehicles, and the authors discuss how the efficiency of EVs will continue to rise as costs come down.
The eleventh big idea is about autonomous ride-hail, and the authors believe that costs will come down with autonomous vehicles, leading to a decline in car sales and the frequency of short distance flights.
The twelfth big idea is about autonomous logistics, which involves automated delivery with drones, and the authors suggest that it could make everything cheaper by replacing humans with robots in supply chains.
Have a great day,
Marco... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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