Director of Investment Analysis and Institutional Strategies, ARK Invest
“By 2030, therefore, we believe personal autonomous travel could add a net $26 trillion to global GDP per year.”
Narrowed from a bundled entry to the single dated $26 trillion figure; robotaxi services remain at pilot scale in a handful of cities, so the 2030 outcome is not yet judgeable.
“According to our research, as autonomy reduces costs and expands the market, robotaxi platforms could scale to ~$4 trillion in net revenue in 2030.”
Narrowed to the single revenue forecast; global robotaxi revenue is still in the low billions, but the 2030 target date has not arrived.
“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'
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.