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Did We Underestimate?
ARK Invest· 2026-02-15 15:28
So you can see from this first chart here what our predictions in December of were for really the tech stack as AI was evolving. And you can see here that we saw rapid growth in all three areas of the tech stack. So the infrastructure layer, the platform layer and the application layer.That was true in the four years, five years ended 24 and our expectations for the next five to six years. Now what we also pointed out below is that there were share shifts taking place in terms of incremental growth among th ...