Ark Invest Big Ideas 2021

  1. Deep Learning
  2. The Re-Invention of the Data Center
  3. Virtual Worlds
  4. Digital Wallets
  5. Bitcoin’s Fundamentals
  6. Bitcoin: Preparing For Institutions
  7. Electric Vehicles (EVs)
  8. Automation
  9. Autonomous Ride-Hailing
  10. Delivery Drones
  11. Orbital Aerospace
  12. 3D Printing
  13. Long Read Sequencing
  14. Multi-Cancer Screening
  15. Cell and Gene Therapy: Generation 2
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This was quite an interesting read. I think a lot of these disruption estimates are on the aggressive end of the scale (as expected with ARK) but even if you shift some of estimates back a couple of years it still paints a compelling picture.

You can really see how closely the themes in this report align with the ‘A’ tech giant’s goals

Alphabet: Deep learning, Autonomous driving, TPUs, SpaceX, gaming, AR
Apple: Client-side RISC, AR Glasses, EV
Amazon: Server-side RISC, Drone delivery, autonomous driving, gaming

Also I the context of this report I really like AMD’s stance looking past x86 and on to FPGA and GPU instead of being complacent with their X86 position.

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