https://ryanorban.com/categories/disruptive-technology/Recent content in Disruptive-Technology on Ryan OrbanHugoen-usme@ryanorban.com (Ryan Orban)me@ryanorban.com (Ryan Orban)Ryan OrbanMon, 31 Jan 2022 00:00:00 +0000https://ryanorban.com/notes/ark-big-ideas-2022/Mon, 31 Jan 2022 00:00:00 +0000me@ryanorban.com (Ryan Orban)https://ryanorban.com/notes/ark-big-ideas-2022/<h3 id="summary" class="scroll-mt-8 group"> Summary <a href="#summary" class="no-underline hidden opacity-50 hover:opacity-100 !text-inherit group-hover:inline-block" aria-hidden="true" title="Link to this heading" tabindex="-1"> <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="none" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" class="lucide lucide-link w-4 h-4 block" viewBox="0 0 24 24" > <path d="M10 13a5 5 0 0 0 7.54.54l3-3a5 5 0 0 0-7.07-7.07l-1.72 1.71" /> <path d="M14 11a5 5 0 0 0-7.54-.54l-3 3a5 5 0 0 0 7.07 7.07l1.71-1.71" /> </svg> </a> </h3> <p>ARK Invest&rsquo;s annual Big Ideas report is the firm&rsquo;s flagship research document, synthesizing their views on disruptive technology investment across five convergent platforms: genomics, robotics, energy storage, artificial intelligence, and blockchain. Led by Cathie Wood and the ARK research team, the 2022 edition extends themes from prior years while updating the cost-curve projections that drive ARK&rsquo;s conviction — the core methodological claim being that Wright&rsquo;s Law (costs fall predictably as production cumulates) applies to all five platforms simultaneously.</p>