Live Webinar Recap: Big Ideas 2026

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

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

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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

Discussion touches on Apple WWDC/Siri AI positioning (long-term AI strategy), AI model/cloud partnerships that may be short-term (Anthropic/Google), and large-scale data center buildouts (xAI/SpaceX mentioned but private). Actionable public-market read-through is mainly: AAPL (on-device AI/WWDC), major cloud platforms (GOOGL, MSFT, AMZN), and AI data-center supply chain (NVDA).

ARK Big Ideas 2026 segment on tokenized assets references U.S. regulatory momentum ("GENIUS Act" in June 2025) and cites JPMorgan announcements around tokenized stocks on its platform. Content is high-level and lacks concrete details (no specific products, timelines, volumes, or economics), limiting near-term trade actionability.

Video-style commentary featuring Cathie Wood riding in a Tesla Robotaxi in Austin and arguing the Robotaxi rollout is shifting from slow progress to rapid adoption (“slowly…then all at once”), emphasizing safety vs human driving and long-term (10-year) disruption. The content is thematic and promotional; it provides limited hard catalysts/dates but supports a medium/long-horizon autonomy thesis centered on Tesla.

Transcript-style macro discussion (Cathie Wood context) touching on: strong jobs report vs weak market, USD (DXY) dynamics, foreign selling of US Treasuries, gold selling by some countries, M2 leading indicators pointing to disinflation/deflation, long-bond yield implications, OPEC “splintering”/UAE production, PPI/core PPI cooling, decelerating corporate revenue growth (margin implications), and housing buyer/seller imbalance. Content is thematic but low on concrete timing/levels.

The source is a fragmented discussion about large private-company revenue/ARR milestones (e.g., “$30B ARR”), comparisons to early NASDAQ-era growth, and a broad “historic IPO wave” framing, with mentions of SpaceX, xAI/Grok, Anthropic, and OpenAI. It contains no concrete timing, pricing, filing details, or specific IPO candidates beyond speculative references, so actionable trading signal is limited.

Podcast-style discussion with Bryan Johnson framed around “don’t die”/longevity: prioritizing interventions that extend healthspan, skepticism toward many supplements (NMN/NR, B12 shots), importance of sleep architecture, and a view that AGI/ASI could become a major driver of longevity progress. No company-specific catalysts, products, trials, or investable signals are provided; ARK disclaimers included.

Podcast discussion: Blue Origin rocket explosion and implications for space-launch competition (SpaceX vs. Blue Origin) plus debate on AI infrastructure/GPU demand, pricing, supply constraints, and bubble/off-balance-sheet concerns. Mentions are thematic; no specific public-company tickers are explicitly cited. Actionable angle comes from mapping themes to liquid, tradable public proxies in aerospace/launch and AI infrastructure semis.

ARK Invest discussion frames SpaceX/Starlink as a large, long-duration space/AI connectivity platform opportunity (orbital data centers, AI satellites by ~2028), emphasizes SpaceX cost/scale advantages (Wright’s Law, vertical integration), and notes industry risks/competition (e.g., Blue Origin mishap) and SpaceX-specific risk factors. Direct tradability is limited because SpaceX is private; the actionable angle is via public proxies in launch/satellite comms, aerospace incumbents, and compute/semis tied to space-based networking/compute narratives.