The Future of Logistics

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An autonomous electric truck could price at $0.03 per 10 mile, that's less than half the cost of a human-driven diesel truck today. For local batch delivery, this is a robot that travels in integrated traffic. We see prices of $5 to $10 today for Amazon Whole Foods, DoorDash, Uber Eats and misfresh in China. Drones will still be, by far and large, a less expensive option, but they will be dramatically less expensive in countries with high fees.

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.