The Information's TITV ARK Invest’s Brett Winton on AI’s Next Phase, Amazon Pharmacy Ambitions, iPhone Delay | Nov 11, 2025
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Nov 11, 2025 
Brett Winton, Chief Futurist at ARK Invest, argues that the AI bubble narrative is all wrong, predicting vast user growth and pricing power in the AI sector. Gil Luria from D.A. Davidson discusses Apple's shift to foldable devices amid an iPhone delay. Hannah McClellan Richards of Amazon Pharmacy reveals plans for kiosks and same-day delivery to boost patient access. Oscar Höglund, CEO of Epidemic Sound, shares insights on their new generative AI tool while navigating artist compensation and copyright issues.
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Apple Shifts Toward Foldables
- Apple delayed the next iPhone Air after weak sales and may redesign it with a second camera or foldable focus.
- Gil Luria says Apple will prioritize getting foldable hardware right and likely emphasize foldables next year.
AI User Growth And Pricing Power
- ARK expects AI users to grow from ~1 billion to 4–5 billion by the late 2020s and sees large productivity gains from AI tools.
- Brett Winton argues those gains and pricing power will underwrite massive data-center and compute investment.
Underwrite CapEx With Productivity Gains
- Businesses should view AI as productivity software customers will pay for incrementally, not necessarily full price.
- Brett Winton recommends sizing AI spend against expected productivity gains to justify data-center capex.