• Twitter
  • Linkedin
  • Gplus
  • Facebook
ARK Investment Management
  • Advisor Services
    • Strategies
    • Thought Leadership
    • Our Clients
  • Solutions
    • ETFs
    • SMAs
    • Mutual Fund
    • Institutional Investors
  • Research
    • Blogs
    • White Papers
    • Podcast
    • Webinars
    • Newsletter
    • ARK Big Ideas 2019
  • About
    • ARK Philosophy
    • ARK Process
    • ARK Team
    • ARK In The News
  • Contact
  • Search
  • Menu
You are here: Home / Research / Digital
  • cryptocurrencies, bitcoin, blockchain, ark invest research, innovation research, crypto innovation, cryptocurrencies research, monetary system

    Bitcoin: Winner Takes Most, or Winner Takes All: Part 1 of a 3 Part Series

    February 06, 2019 | by Yassine Elmandjra | Digital

    This series, will explore how winner-takes-most or winner-takes-all applies to the cryptocurrency market. In Part I, we will discuss the evolution of monetary systems, including cryptocurrencies, with a focus on the limitations of previous forms of money. In Part II, we will explain why the clear winner, likely bitcoin, should capture most, if not all, market […]

  • big ideas, innovation big ideas 2019

    Big Ideas: Technological Breakthroughs Investors Shouldn’t Miss in 2019

    January 14, 2019 | by Catherine Wood, ARK Invest CEO | Digital Health Industrial

    History is replete with examples of businesses and consumers ignoring or dismissing big ideas, particularly those associated with disruptive innovation. In 1876, for example, when Alexander Graham Bell was granted the official patent for the telephone, many businesses dismissed it as irrelevant or insignificant. Famously, Western Union took a pass on buying the patent.1 Likewise, […]

  • Digital Wallets, fintech, financial transformation, ark invest, fin tech, innovation research, ark fintech, fintech etf

    Will Bank Branches Give Way to Digital Wallets?

    December 20, 2018 | by Bhavana Yarasuri, ARK Analyst | Digital
    Mentioned Companies: AAPL, PYPL, sq

    Digital wallets are emerging and could upend traditional branch-based banking networks globally during the next five to ten years. Already in China and Kenya, Alipay and M-Pesa have on-boarded hard-to-reach customers with digital wallets, offering access to payment platforms, investments, loans, insurance and asset management. Such wallet ecosystems are revolutionizing the delivery of banking products […]

  • accelerator market growth banner

    Accelerator Demand Should Grow Ten-Fold According to Top 500 Supercomputers

    December 04, 2018 | by James Wang, ARK Analyst | Digital
    Mentioned Companies: Intel, Micron, Nvidia

    One of the most widely debated questions in computing today is: what is the addressable market for accelerators such as GPUs (graphic processing units), FPGAs (field programmable gate arrays), and ASICs (application-specific integrated circuits)? Today accelerators are used selectively in servers to speed up workloads such as artificial intelligence (AI), search, and video transcoding. As Moore’s […]

  • Tesla Resembles Apple ARK Invest

    Tesla Through the Lens of Apple

    October 17, 2018 | by James Wang, ARK Analyst | Digital Industrial
    Mentioned Companies: AAPL, F, GM, GOOG, SSNLF, TCEHY, TSLA, VWAGY

    From 2007 to 2018, Apple’s revenue and market capitalization grew roughly tenfold1—making it the most celebrated technology growth story of the 21st century. Apple’s growth was fueled by the most productive period in the company’s history with the release of the iPhone, iPad, Apple Watch, and App Store—each generating sales on par with a Fortune 500 […]

  • tv-ad-spending

    Is TV Advertising About to Collapse?

    October 16, 2018 | by James Wang, ARK Analyst | Digital
    Mentioned Companies: AMZN, DIS, FB, FOXA, GOOG, NFLX, SNAP, T, TWTR

    TV advertising, which has grown almost every year since its introduction in the 1940s1, is facing secular decline during the next decade. Among the forces causing this shift are a generational change in viewing habits, as shown below, and the growth of new digital video ad formats that are both engaging and measurable. TV ad […]

  • internet-advertisting-growth-banner

    How Internet Advertising Can Grow to $600 Billion by 2023

    July 18, 2018 | by James Wang, ARK Analyst | Digital
    Mentioned Companies: AMZN, BKNG, FB, GOOG, MDP, NFLX, NYT, SNAP, SPOT, TWTR, ZG

    Internet advertising is the business model that keeps on giving. Since its birth in the mid-nineties, it has mushroomed, generating more than $230 billion in revenues globally last year based on ARK estimates. After such a phenomenal run, many analysts expect a slowdown, with advertising research firm Zenith projecting 11% growth and eMarketer 15% in […]

  • Inside Deep Learning Banner

    Inside Deep Learning: Part I of the Big Ideas 2018 Webcast

    May 21, 2018 | by James Wang, ARK Analyst | Digital
    Mentioned Companies: AAPL, ADBE, AMD, AMZN, BABA, BIDU, BOX, CRM, DE, FANUY, FB, GOOG, GOOGL, IBM, INTC, JD, MSFT, NUAN, NVDA, QCOM

    “Big Ideas” is ARK’s annual publication showcasing a selection of innovations that we believe will accelerate the pace of change. In this webcast, ARK’s Next Generation Internet Analyst, James Wang, takes a look inside deep learning, part one of Big Ideas 2018. Deep learning—a form of artificial intelligence inspired by the human brain—is sweeping across every […]

  • streaming-banner

    How Streaming Could Create a $50 Billion Music Industry

    May 02, 2018 | by James Wang, ARK Analyst | Digital
    Mentioned Companies: AAPL, AMZN, GOOG, NFLX, SPOT, VIAB

    “I know of only two ways to make money—bundling and unbundling.” – Jim Barksdale, Former CEO of Netscape Few industries have felt the disruptive power of the internet like the music business. Global music revenue targeting the consumer market dropped from $24 billion in 1999 to $13B in 2016, a 63% drop when adjusted for inflation, […]

  • netflix-subscribers-banner

    How Netflix Could Reach 400 Million Subscribers by 2023

    April 16, 2018 | by James Wang, ARK Analyst | Digital
    Mentioned Companies: NFLX

    Netflix could triple its subscriber base over the next five years. Assuming continued growth in the US and a moderate inflection in international growth, the number of Netflix subscribers could more than triple to nearly 400 million, two times higher than Wall Street expectations, by 2023. Viewed from the perspective of an S-curve, Netflix has […]

  • the-state-of-deep-learning-banner

    The State of Deep Learning in 2017

    March 08, 2018 | by James Wang, ARK Analyst | Digital
    Mentioned Companies: AMZN, BABA, BIDU, GOOG, INTC, JD, MSFT, NVDA, TCEHY, TSLA

    In early 2017, ARK published “Deep Learning: An Artificial Intelligence Revolution”. This whitepaper made the case for deep learning as a foundational technology that should transform not only technology companies but every sector of the global economy. Since the paper’s publication, deep learning continues to grow at a rapid pace both in research and in […]

  • Bitcoin's-Price-Banner

    $1,700? Even Bitcoin’s Bear Case Is Bullish

    February 12, 2018 | by Catherine Wood, ARK Invest CEO | Digital
    Mentioned Companies: GBTC

    As the first public asset manager to gain exposure to bitcoin at $250 through the Bitcoin Investment Trust,1 ARK Invest faced a number of questions and much ridicule in September 2015. Given our research-based conviction, and the knee-jerk reaction of skeptics, we knew we were on to something big! Ending a near cataclysmic slide from roughly […]

  • digitizing-transactions-banner

    Digitizing Cash Transactions Could Become Quite Profitable

    October 20, 2017 | by Bhavana Yarasuri, ARK Analyst | Digital
    Mentioned Companies: BABA, FB, GOOG, sq, TCEHY

    Digitization is unlocking voluminous amounts of data in every industry around the world. Businesses and individuals now are creating 2.5 quintillion bytes of data daily and, during the past five years, have generated 90% of all of the data ever recorded in human history, as shown below.1 Data aggregators like Facebook, Tencent, and Google have […]

  • gpus, Tpus,

    GPUs vs. TPUs — Can NVIDIA Hold On To Its Lead?

    September 27, 2017 | by James Wang, ARK Analyst | Digital

    Now that deep learning has turbocharged NVIDIA’s data center business by five-fold in the past two years, competition is brewing. As of 2017 nearly a dozen startups have launched, with the goal of building dedicated chips for deep learning applications. In addition, large public tech companies such as Alphabet, Intel, AMD, Qualcomm, and Apple plan […]

  • IBM-Watson-Banner

    How Much Artificial Intelligence Does IBM Watson Have?

    July 12, 2017 | by James Wang, ARK Analyst | Digital
    Mentioned Companies: IBM

    To gauge the future of IBM , one needs to understand its cognitive computing platform, Watson. As its core business declines, IBM is counting on Watson to drive growth in new areas such as analytics, healthcare, internet of things, and security. But, what kind of artificial intelligence (AI) is IBM Watson? And, how does it compare […]

  • Data Center Banner

    How Large Is the Deep Learning Data Center Market?

    June 21, 2017 | by James Wang, ARK Analyst | Digital
    Mentioned Companies: HPQ, IBM, intl, NVDA, QCOM

    Deep learning is having a profound effect on the microprocessor and server markets. In the face of a declining server market during the last six months, NVIDIA tripled its data center revenues. The reason? Deep learning applications like voice search, image recognition, and translation are taking off, and NVIDIA’s graphics processing units (GPUs)1 are the […]

  • Artificial-Intelligence-Banner

    Deep Learning: An Artificial Intelligence Revolution

    June 08, 2017 | by James Wang, ARK Analyst | Digital White Paper

    Deep learning — a form of artificial intelligence inspired by the human brain—is sweeping across every industry around the world. Thanks to this breakthrough, computer vision, voice recognition, speech synthesis, machine translation, game playing, drug discovery, and robotics are setting game-changing performance records. ARK believes that deep learning is one of the most important software […]

  • Best-AI-Chip-Banner

    The Race to Build the Best AI Chip: NVIDIA vs. Google

    June 02, 2017 | by James Wang, ARK Analyst | Digital
    Mentioned Companies: GOOG, NVDA

    The explosion in artificial intelligence has created a new market for specialized processors. Chips like GPUs (graphics processing units) and FPGAs (field programmable gate arrays) are now being used in data centers to help with these new AI workloads. In this podcast, ARK CEO, Cathie Wood, and ARK Internet Analyst, James Wang, discuss the race […]

  • Google_AI_Banner

    Google: The Full Stack AI Company

    May 23, 2017 | by James Wang, ARK Analyst | Digital
    Mentioned Companies: AMZN, APPL, FB, GOOG, IBM, MSFT, NVDA

    Google has become a full stack AI company. It uses its own data to train its own algorithms running on its own chips deployed on its own cloud. The result is that Google is able to innovate very quickly in AI and deploy it ahead of its peers—just like Apple took full control of OS […]

  • Cash_Disruption

    Data from Cash Disruption: A Clear Advantage for Fintech Firms

    May 04, 2017 | by Bhavana Yarasuri, ARK Analyst | Digital
    Mentioned Companies: AAPL, AMZN, BABA, DPZ, FB, MELI, NKE, PYPL

    Cash transactions play a dominant role in the lives of millions of people around the world: Cash is the leading payment instrument for day-to-day purchases such as groceries, petrol, and in some cases, even real estate. For Khin San,[1] a small farmer from Myanmar, cash is central to her livelihood. She often travels with large amounts […]

Subscribe to ARK Research

New Call-to-action
 ARK Original Research

All original research is vetted through ARK’s research ecosystem and by its Director of Research. Every published article is reviewed by ARK’s CEO/CIO Catherine D. Wood.

Follow ARK on Twitter

Tweets by @ARKinvest
Invest in innovation, theme-based ETFs, thematic ETFs, ARK Innovation ETFs

ADVISOR SERVICES

Strategies
Solutions
Thought Leadership
Our Clients

EXPLORE ARK ETFs

RESEARCH

Blogs
White Papers
Podcast
Webinars
Newsletter
Big Ideas 2019

ABOUT ARK

ARK Philosophy
ARK Process
ARK Team
Theme Developers
Board of Directors
Advisory Board

CONTACT

FAQs
Press and Media
Job Opportunities

©2019, ARK Investment Management LLC (“ARK”). All content is original and has been researched and produced by ARK unless otherwise stated. No part of ARK’s original content may be reproduced in any form, or referred to in any other publication, without the express written permission of ARK. The content is available for informational purposes only and is subject to change without notice. All statements made regarding companies or securities or other financial information on this site or any sites relating to ARK are strictly beliefs and points of view held by ARK or the third party making such statement and are not endorsements by ARK of any company or security or recommendations by ARK to buy, sell or hold any security. For a list of all purchases and sales made by ARK for client accounts during the past year that could be considered by the SEC as recommendations, click here. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. For full disclosures, please see the Terms of Use for this site.
  • Privacy Policy
  • Terms of Use
  • PATENT
Scroll to top