Big Ideas 2026 is ARK Invest’s 10th annual flagship research report on the technologies reshaping the global economy. You can get it HERE.
Mary Meeker’s AI Report of 2025 is HERE. It is 350 slides! You can read highlights HERE and THERE. Mindset points out the 3 big reasons that AI is BIG! (1) The Speed of Growth; (2) Global from Day 1; (3) Potential to Disrupt Everything!
Two reasons so many analysts have reports on it: (1) the shear volume of cash that is being invested in it!; (2) it isn’t merely an emerging tech; it is here and now!
Investors have an invested interest in AI taking flight. Every single person is going to be made to pay back all of the investment. There has been over $300B invested in AI. That’s about $1000 to person in the US.