“Based on our updated assumptions on pricing, ARK estimates that autonomous logistics revenue could scale from nearly zero today to $1-2 trillion by 2030.”
Said Jan 31, 2023Deadline Dec 31, 2030ARK Invest, Big Ideas 2023 — Autonomous Logistics, January 31, 2023
Autonomous delivery revenue remains negligible as of early 2026; ARK itself cut the figure to ~$900 billion by 2030 in Big Ideas 2024, so the 2030 outcome is still open.