Artificial Intelligence (AI) training costs appear to be declining at more than twice the rate of Moore’s Law as performance is increasing significantly. By automating the tasks of knowledge workers, AI should boost productivity and lower unit labor costs significantly.
Originally aired on January 25, BIS2022 features in-depth presentations from ARK’s research team and seeks to educate attendees on the impact of breakthrough technologies and the investment opportunities they could create.
Change appears to happen slowly and then all at once. Over time, innovation should displace industry incumbents, increase efficiencies, and gain majority market share. With the right understanding of disruptive innovation and a long-term time horizon, we believe investors will capture exponential growth opportunities, which deserve a strategic allocation in their portfolios. For this reason, ARK focuses on opportunities likely to scale as technologies converge, transforming entire industries.
To enlighten investors on the impact of breakthrough technologies we began publishing Big Ideas in 2017. This annual research report seeks to highlight our most provocative research conclusions for the coming year. We hope you enjoy our Big Ideas for 2022.
