"Big Ideas 2026 marks the 10th annual edition of ARK Invest's flagship research report, designed to identify and contextualize the technologies reshaping the global economy. In this year's report, ARK explored 13 Big Ideas spanning artificial intelligence, robotics, energy, blockchain, space, and biology. According to ARK, the report is not a forecast of incremental change, but a framework for understanding step-function changes in growth."
"ARK's 13 Big Ideas for 2026 cover: the great acceleration, AI infrastructure, the AI consumer operating system, AI productivity, bitcoin, tokenized assets, decentralized finance applications, multiomics, reusable rockets, robotics, distributed energy, autonomous vehicles, and autonomous logistics. ARK said five major innovation platforms, AI, public blockchains, robotics, energy storage, and multiomics, are becoming increasingly interdependent as performance advances in one platform unlock new capabilities in others. AI remains the critical enabling innovation platform, and the importance of robotics as a catalyst changed in 2025:"
Thirteen Big Ideas span artificial intelligence, robotics, energy, blockchain, space, and biology, highlighting step-function technological changes. The ideas include AI infrastructure, AI consumer operating systems, bitcoin, tokenized assets, decentralized finance, multiomics, reusable rockets, robotics, distributed energy, autonomous vehicles, and autonomous logistics. Five major innovation platforms—AI, public blockchains, robotics, energy storage, and multiomics—are becoming increasingly interdependent as performance advances in one unlock capabilities in others. AI remains the critical enabling platform, with robotics' catalytic role shifting in 2025. Capital investment catalyzed by these platforms could add about 1.9% to annualized real GDP growth this decade. Quantum computing is unlikely to be immediately disruptive.
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