“AI purchasing agents could generate global revenue between $40 billion and $200 billion for digital wallet platforms in 2030.”
Said Feb 4, 2025Deadline Dec 31, 2030ARK Invest, 'Big Ideas 2025' annual research report, February 4, 2025
ARK valued digital wallet platforms (e.g. Block, Robinhood, SoFi) at ~$1,800 per user at the time; the wide 5x range makes this a weak but still checkable 2030 revenue forecast.