“Deep learning could create 3x the value of the internet: the internet captured 15% of the globe's equity market capitalization over 20 years; if deep learning were to achieve the same rate of adoption, it would add $30 trillion to global equity market capitalizations in the next 20 years.”

Horizon runs to 2039; ARK reaffirmed the $30 trillion figure in its 2020 and 2021 Big Ideas reports, and AI-linked equity value has grown sharply since 2019.