askARK Where Will The Most Value Be Created In The AI Ecosystem?
ARK Invest·2025-11-25 20:55
We think there's going to be value created up and down the AI stack. If it shakes out like the cloud market, you're likely to see a few big players dominate the lower levels of the stack like chips, infrastructure, and cloud computing like you have Amazon, Microsoft, and Google today. And then you have much more varied winners at kind of the top of stack applications.So companies like Tesla on the physical AI side, companies like Opening Eye and Google on the consumer AI side, and then a company like Palunt ...