ARK Invest’s Big Ideas 2025" is released by ARK Investment Management LLC, exploring innovation trends and investment opportunities in 2025 and beyond. The report posits that the convergence of technological platforms such as artificial intelligence, robotics, energy storage, public blockchains, and multiomic sequencing will drive exponential progress across industries and global economic growth.

1. Technological Convergence and Economic Growth：The convergence of technological platforms accelerates macroeconomic growth. The improvement in computing performance approaches the "second half of the chessboard," and AI drives technological development and creates numerous market opportunities. Historically, technological breakthroughs have fueled economic growth. Today, technologies like AI, autonomous mobility, and humanoid robots are expected to boost productivity and economic growth again. By 2030, disruptive innovation is projected to dominate the global stock market.

2. The Transformation of AI Agents：AI agents will accelerate the adoption of digital applications and reshape human-computer interaction. They can understand intent, plan actions, and learn continuously, driving the development of hardware and software. In the consumer realm, AI agents will revolutionize search and shopping, and digital wallets will also benefit. In enterprises, AI agents can enhance productivity, reduce costs, and reshape the software value chain.

3. Cryptocurrencies and Blockchains：Bitcoin reached an all-time high in 2024, and the spot Bitcoin ETF was successfully launched. Its inflation rate is lower than that of gold, volatility has decreased, trading activity and corporate holdings have increased. Stablecoins are the fastest-growing segment in digital assets, with transaction values exceeding those of Visa and Mastercard. Innovative projects are emerging, and their position in the global monetary system is gradually rising. The applications of blockchains are expanding, and smart contracts are driving innovation across various industries. Ethereum's upgrade has reduced transaction costs, and the development of Layer 2 networks and public chains like Solana has attracted more users and developers.

4. The Transformation of Transportation and Logistics：Electric vehicles continue to gain market share from fuel-powered vehicles. Robotaxis are expected to transform personal mobility, reducing costs and enhancing safety. The United States and China are leading in the robotaxi field, with companies like Tesla and Waymo driving the industry forward, and the market potential is huge. The development of autonomous logistics will lower supply chain costs. Although robot trucks and drones face challenges in commercialization, some companies have made breakthroughs, and autonomous delivery revenue is expected to grow significantly by 2030.

5. The Development of Energy and Robotics：Energy production is crucial for economic growth. The development of nuclear energy, solar energy, and other renewable energy sources will meet the needs of AI and other fields. The application of robots will improve productivity and transform multiple industries. Humanoid robots have broad market prospects, and 3D printing technology will also witness rapid development.

6. Progress in the Space Sector：SpaceX leads in reusable rockets, reducing rocket launch and satellite bandwidth costs and promoting the development of satellite Internet. Satellite connectivity revenue is expected to increase significantly, and the hypersonic flight market has great potential.

7. Multiomics and Medical Transformation：The performance of multiomic technologies will be greatly enhanced, costs will decrease, and data volumes will explode. AI helps multiomics achieve breakthroughs in disease diagnosis, drug research and development, etc., changing the economics of drug research and development, increasing research and development returns, and driving the transformation of the medical industry.