The Future of Delivery

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For real-time delivery, that delivery that you get in a specific window, let's say less than an hour. We expect this could be a $1 to $2 trillion addressable market in 2030. Drones could actually carry a meaningful portion of volume so we think they could carry more than half of the $20 trillion in e-commerce and the $2 trillion that we see in meal purchases in 2030.

Welcome to the Big Ideas Monday Miniseries, brought to you by the For Your Innovation Podcast.

Big Ideas is meant to enlighten investors on the long-term impact of innovation. This annual research report seeks to highlight the technological breakthroughs evolving today and creating the potential for super-exponential growth tomorrow.

We believe that innovation is taking off now, corroborating our original research and boosting our confidence that ARK’s strategies are on the right side of change.

To learn more, view Big Ideas 2023.

This week’s Big Ideas Monday Mini Episode focuses on Autonomous Logistics.

Autonomous logistics—including trucks, drones, and robots—should lower delivery costs and increase convenience.

Based on our updated assumptions on pricing, ARK estimates that autonomous logistics revenue could scale from nearly zero today to $1-2 trillion by 2030. Autonomous delivery charges could range from $0.20 to $10 per trip.

Watch the video version here.