Nicholas Grous

Research director at ARK Invest covering consumer AI adoption and product dynamics, explaining consumer-facing narratives and the competitive landscape for AI assistants.

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Jan 7, 2026 • 47min

The Most Underestimated AI Market Heading Into 2026 w/ ARK Invest

Frank Downing and Nicholas Grous from ARK Invest delve into the underappreciated AI market set to thrive by 2026. They discuss the sustainability of AI growth, addressing concerns about market bubbles and pricing. The conversation highlights consumer AI competition, particularly between ChatGPT and Gemini, and explores the potential of personal assistants in shopping. They predict a staggering $9 trillion market in AI-assisted shopping by 2030 and emphasize the transformative role of AI in life sciences and genomics.

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