Live Webinar Recap: Big Ideas 2026

Webinar content and commentary led by Cathie Wood (CEO & CIO of ARK Invest) summarizing ARK’s Big Ideas 2026 research.

Live Webinar Recap: Big Ideas 2026 Download the full report at ark-invest.com Greetings, everyone. My name is Cathie Wood, CEO and CIO of ARK Invest. I am here with our research and portfolio team to present to you Big Ideas 2026. The Big Ideas research report, which is 104 pages long and which we will distill for you today, is, we believe, the kind of research that investment bankers used to do in the 80s and 90s, trying to figure out the future of technology after the PC arrived on the scene. The seeds for all of the, well, what we consider a technology revolution, the seeds for this technology revolution were planted back then in the 80s and the 90s, and they have been germinating ever since. And now we are in a full-blown technology revolution, which requires original research, trying to reach into the future and figure out what this revolution is going to cause. So we're here to share this original research with you today, and I'm very happy to introduce two of the newer members of our team, Ovid and Shea. They constitute our multi-omics theme, and I think in Europe, it's called the genomic theme. And we believe that this is the most profound application of AI. Autonomous mobility might be the biggest from a revenue-generating point of view, but the genomic revolution, the multi-omic revolution, we think, is going to be the most profound application of AI. So I'll introduce Ovid, who will then introduce, well, will moderate this event. Ovid hails from RTW, where he specialized in healthcare, of course, especially medical devices, diagnostics tools, and so forth. By education, Ovid has a PhD from Harvard and MIT in medical engineering and medical physics, highly qualified as this world of convergence between healthcare and technology evolves. So Ovid, welcome. Thank you, Cathy. Very excited to be here today with all of you, and good afternoon. I will be the moderator for today's session, and we're really excited to share Big Ideas 2026 and also respond to over 800 questions that we've received. It's great that we're able to have a bit of a dialogue today and provide some reaction to some of the thoughts that we've received. We've distilled the 800 questions down to maybe a dozen or so, and looking forward to responding to each of those. So to start, I would love to introduce the broader team that's here with us. And if I start to my right, we have Brett Winton, our chief futurist, Frank, our director of AI, Shea, we've already spoken about, who's also an analyst on the multi-omics team, Tasha Keeney, our director of investment analysis, and Dan McGuire, an analyst on our autonomous team. So with that, I'd like to pass it off to Brett. If you could speak to, actually starting at the highest level, some of the things we're seeing as different technologies converge and lead into what we call the great acceleration. Sure. So we think that there are five major innovation platforms that are entering the marketplace today. AI as the central dynamo that's accelerating all the other innovation platforms, multi-omics, where Shea and Ovid are going to hold forth, public blockchains, including stablecoins and bitcoins, robotics, including humanoid robots and specialized robots, and reusable rockets, where Daniel's going to speak about today. Let's see. Can I keep track of everything I've hit? Energy storage, including the robo-taxi and autonomous mobility opportunity. And, gosh, I think I've covered them all. So these five innovation platforms are all hitting critical stages of inflection and leading to an unprecedented investment cycle. So if you look at the kind of acceleration in investment and the underlying infrastructure we need technologically, you have to go back to the railroad to see a similar amount of investment in technology as a percent of GDP. This is not only in the immediate term impacting macroeconomic growth and the data centers are driving marginal GDP activity, and the accelerating investment in AI agents is transforming the business landscape, but they're also laying the foundation that is going to cause continued economic growth as we get positive return on investment on this technological infrastructure. Net, we believe this will lead to more than 7% compounded growth real in the global economy through the end of the decade. And this sounds wild and outrageous, but it's actually consistent with economic history when you have major technology transitions that leads to a transformation in the underlying equilibrium rate of growth. So whereas the world thinks we're going to grow at 3%, you know, we think that there's strong evidence that there will be an inflection in macroeconomic growth driven by these technologies, all of which are being accelerated by artificial intelligence. And markets will follow the macros. So we believe that more than 60% of total equity market capitalization globally will accrue to disruptive innovation platforms. And that's the overall message I want you to understand is you need to be exposed to innovation. Imagine having an unprecedented mac

ARK Invest — institutional research and team presentations (Big Ideas 2026), including multi-omics, AI, robotics, blockchains, and reusable rockets.

Live Webinar Recap: Big Ideas 2026 Download the full report at ark-invest.com Greetings, everyone. My name is Cathie Wood, CEO and CIO of ARK Invest. I am here with our research and portfolio team to present to you Big Ideas 2026. The Big Ideas research report, which is 104 pages long and which we will distill for you today, is, we believe, the kind of research that investment bankers used to do in the 80s and 90s, trying to figure out the future of technology after the PC arrived on the scene. The seeds for all of the, well, what we consider a technology revolution, the seeds for this technology revolution were planted back then in the 80s and the 90s, and they have been germinating ever since. And now we are in a full-blown technology revolution, which requires original research, trying to reach into the future and figure out what this revolution is going to cause. So we're here to share this original research with you today, and I'm very happy to introduce two of the newer members of our team, Ovid and Shea. They constitute our multi-omics theme, and I think in Europe, it's called the genomic theme. And we believe that this is the most profound application of AI. Autonomous mobility might be the biggest from a revenue-generating point of view, but the genomic revolution, the multi-omic revolution, we think, is going to be the most profound application of AI. So I'll introduce Ovid, who will then introduce, well, will moderate this event. Ovid hails from RTW, where he specialized in healthcare, of course, especially medical devices, diagnostics tools, and so forth. By education, Ovid has a PhD from Harvard and MIT in medical engineering and medical physics, highly qualified as this world of convergence between healthcare and technology evolves. So Ovid, welcome. Thank you, Cathy. Very excited to be here today with all of you, and good afternoon. I will be the moderator for today's session, and we're really excited to share Big Ideas 2026 and also respond to over 800 questions that we've received. It's great that we're able to have a bit of a dialogue today and provide some reaction to some of the thoughts that we've received. We've distilled the 800 questions down to maybe a dozen or so, and looking forward to responding to each of those. So to start, I would love to introduce the broader team that's here with us. And if I start to my right, we have Brett Winton, our chief futurist, Frank, our director of AI, Shea, we've already spoken about, who's also an analyst on the multi-omics team, Tasha Keeney, our director of investment analysis, and Dan McGuire, an analyst on our autonomous team. So with that, I'd like to pass it off to Brett. If you could speak to, actually starting at the highest level, some of the things we're seeing as different technologies converge and lead into what we call the great acceleration. Sure. So we think that there are five major innovation platforms that are entering the marketplace today. AI as the central dynamo that's accelerating all the other innovation platforms, multi-omics, where Shea and Ovid are going to hold forth, public blockchains, including stablecoins and bitcoins, robotics, including humanoid robots and specialized robots, and reusable rockets, where Daniel's going to speak about today. Let's see. Can I keep track of everything I've hit? Energy storage, including the robo-taxi and autonomous mobility opportunity. And, gosh, I think I've covered them all. So these five innovation platforms are all hitting critical stages of inflection and leading to an unprecedented investment cycle. So if you look at the kind of acceleration in investment and the underlying infrastructure we need technologically, you have to go back to the railroad to see a similar amount of investment in technology as a percent of GDP. This is not only in the immediate term impacting macroeconomic growth and the data centers are driving marginal GDP activity, and the accelerating investment in AI agents is transforming the business landscape, but they're also laying the foundation that is going to cause continued economic growth as we get positive return on investment on this technological infrastructure. Net, we believe this will lead to more than 7% compounded growth real in the global economy through the end of the decade. And this sounds wild and outrageous, but it's actually consistent with economic history when you have major technology transitions that leads to a transformation in the underlying equilibrium rate of growth. So whereas the world thinks we're going to grow at 3%, you know, we think that there's strong evidence that there will be an inflection in macroeconomic growth driven by these technologies, all of which are being accelerated by artificial intelligence. And markets will follow the macros. So we believe that more than 60% of total equity market capitalization globally will accrue to disruptive innovation platforms. And that's the overall message I want you to understand is you need to be exposed to innovation. Imagine having an unprecedented mac

PC — Premium Catering (Holdings) Limited: through its subsidiary, provides food catering services for functions, events, and workers in Singapore.

Live Webinar Recap: Big Ideas 2026 Download the full report at ark-invest.com Greetings, everyone. My name is Cathie Wood, CEO and CIO of ARK Invest. I am here with our research and portfolio team to present to you Big Ideas 2026. The Big Ideas research report, which is 104 pages long and which we will distill for you today, is, we believe, the kind of research that investment bankers used to do in the 80s and 90s, trying to figure out the future of technology after the PC arrived on the scene. The seeds for all of the, well, what we consider a technology revolution, the seeds for this technology revolution were planted back then in the 80s and the 90s, and they have been germinating ever since. And now we are in a full-blown technology revolution, which requires original research, trying to reach into the future and figure out what this revolution is going to cause. So we're here to share this original research with you today, and I'm very happy to introduce two of the newer members of our team, Ovid and Shea. They constitute our multi-omics theme, and I think in Europe, it's called the genomic theme. And we believe that this is the most profound application of AI. Autonomous mobility might be the biggest from a revenue-generating point of view, but the genomic revolution, the multi-omic revolution, we think, is going to be the most profound application of AI. So I'll introduce Ovid, who will then introduce, well, will moderate this event. Ovid hails from RTW, where he specialized in healthcare, of course, especially medical devices, diagnostics tools, and so forth. By education, Ovid has a PhD from Harvard and MIT in medical engineering and medical physics, highly qualified as this world of convergence between healthcare and technology evolves. So Ovid, welcome. Thank you, Cathy. Very excited to be here today with all of you, and good afternoon. I will be the moderator for today's session, and we're really excited to share Big Ideas 2026 and also respond to over 800 questions that we've received. It's great that we're able to have a bit of a dialogue today and provide some reaction to some of the thoughts that we've received. We've distilled the 800 questions down to maybe a dozen or so, and looking forward to responding to each of those. So to start, I would love to introduce the broader team that's here with us. And if I start to my right, we have Brett Winton, our chief futurist, Frank, our director of AI, Shea, we've already spoken about, who's also an analyst on the multi-omics team, Tasha Keeney, our director of investment analysis, and Dan McGuire, an analyst on our autonomous team. So with that, I'd like to pass it off to Brett. If you could speak to, actually starting at the highest level, some of the things we're seeing as different technologies converge and lead into what we call the great acceleration. Sure. So we think that there are five major innovation platforms that are entering the marketplace today. AI as the central dynamo that's accelerating all the other innovation platforms, multi-omics, where Shea and Ovid are going to hold forth, public blockchains, including stablecoins and bitcoins, robotics, including humanoid robots and specialized robots, and reusable rockets, where Daniel's going to speak about today. Let's see. Can I keep track of everything I've hit? Energy storage, including the robo-taxi and autonomous mobility opportunity. And, gosh, I think I've covered them all. So these five innovation platforms are all hitting critical stages of inflection and leading to an unprecedented investment cycle. So if you look at the kind of acceleration in investment and the underlying infrastructure we need technologically, you have to go back to the railroad to see a similar amount of investment in technology as a percent of GDP. This is not only in the immediate term impacting macroeconomic growth and the data centers are driving marginal GDP activity, and the accelerating investment in AI agents is transforming the business landscape, but they're also laying the foundation that is going to cause continued economic growth as we get positive return on investment on this technological infrastructure. Net, we believe this will lead to more than 7% compounded growth real in the global economy through the end of the decade. And this sounds wild and outrageous, but it's actually consistent with economic history when you have major technology transitions that leads to a transformation in the underlying equilibrium rate of growth. So whereas the world thinks we're going to grow at 3%, you know, we think that there's strong evidence that there will be an inflection in macroeconomic growth driven by these technologies, all of which are being accelerated by artificial intelligence. And markets will follow the macros. So we believe that more than 60% of total equity market capitalization globally will accrue to disruptive innovation platforms. And that's the overall message I want you to understand is you need to be exposed to innovation. Imagine having an unprecedented mac

Skipped non-finance YouTube video. The content does not contain a clear market or investable-stock discussion.

ARK’s Big Ideas 2026 segment on “AI Productivity” argues that 2025 marked a shift from basic chatbots to more capable AI agents (reasoning models + better developer tooling/frameworks). The core implication is accelerating knowledge-work automation and software-driven productivity gains, which should increase demand for compute (GPUs/accelerators), cloud inference/training, data tooling, and enterprise workflow automation software.

Join us as the ARK team takes a deep dive into our Big Ideas 2026 research report. To follow along, make sure to download the full report at https://www.ark-invest.com/big-ideas-2026 Key...

ARK's Director of Research, Autonomous Technology & Robotics, Sam Korus, takes us through the Reusable Rockets section of ARK's Big Ideas 2026 report. To learn more, download the full report... Hey everyone, we're going to dive into the reusable rockets section of this year's Big Ideas. I'm Sam Korus, the director at ARK Invest and joined by Daniel, who is an analyst on our team and has done great work for this section. Alright, so we believe, and our research indicates, that space is going to be a huge economy. A lot of growth is happening here, but when we look at what is going on right now, it's less of a space story and more of a SpaceX story. And so you can see that reusable rockets have really sparked this, and SpaceX has just absolutely dominated the number of satellites in orbit as well as the upmass in orbit. And so right now, SpaceX, via its Starlink constellation, has more than 9,000 active satellites, which is, you know, 66% of all active satellites orbiting Earth. And so, of course, there are other companies that are actively trying to do this, but SpaceX being the first one to really commercialize orbital reusable rockets has this massive head start in putting mass in

Podcast discussion framing a “great labor shuffle” where large companies (example cited: Block) cut significant headcount rapidly while accelerating AI adoption. The implied investment angle is (1) near-term margin/cost structure changes from layoffs and (2) incremental demand for AI infrastructure/software as firms substitute automation for labor. No specific financial guidance, numbers beyond the cited layoff magnitude, or confirmed corporate disclosures are provided in the excerpt.

On the March episode of ITK, ARK CEO/CIO Cathie Wood explores a productivity-led macro view driven by disruptive technologies like AI and cloud computing, which are expected to enhance long-term...

Podcast episode description only (no transcript/details provided). Hosts discuss AI with Alap Shah (Lotus Technology Management) and co-author of the “Citrini Report,” teasing a “provocative scenario,” but the specific claims, companies, catalysts, and timing are not included in the source text.

ARK Invest (Cathie Wood) webinar recap promoting the 104-page “Big Ideas 2026” research report. The excerpt is thematic (claims a “full-blown technology revolution” requiring original forward-looking research) but provides no concrete data points, catalysts, or company-specific mentions in the provided text.