BIS2022 - Autonomous Logistics: Reshaping the Global Supply Chain

Autonomous logistics, including trucks, drones, and rolling robots, could lower costs and offer faster and more convenient delivery of goods.

Originally aired on January 25, Big Ideas Summit 2022 features in-depth presentations from ARK’s research team and seeks to educate attendees on the impact of breakthrough technologies and the investment opportunities they could create.

Change appears to happen slowly and then all at once. Over time, innovation should displace industry incumbents, increase efficiencies, and gain majority market share. With the right understanding of disruptive innovation and a long-term time horizon, we believe investors will capture exponential growth opportunities, which deserve a strategic allocation in their portfolios. For this reason, ARK focuses on opportunities likely to scale as technologies converge, transforming entire industries.

To enlighten investors on the impact of breakthrough technologies we began publishing Big Ideas in 2017. This annual research report seeks to highlight our most provocative research conclusions for the coming year. We hope you enjoy our Big Ideas for 2022.