“ARK's research suggests that autonomous technology platforms will capture the vast majority of the ~$34 trillion in enterprise value by 2030.”
Director of Research, Autonomous Technology & Robotics, and Director of Investment Analysis, ARK Invest; research note 'Robotaxis Are Coming For Your Commute'
Said Apr 16, 2026Deadline Dec 31, 2030ARK Invest Substack, 'Robotaxis Are Coming For Your Commute,' April 16, 2026
Narrowed from a three-part claim to the enterprise-value forecast; ARK repeated the '~$34 trillion enterprise value opportunity for robotaxi platforms by 2030' figure in its newsletter, an update to its earlier $14 trillion robotaxi value estimate.