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Nicholas Grous
ARK Invest director of research, consumer internet
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
ARK Big Ideas 2026; implicitly bearish incumbent search advertising. EVENT: will, dated ~2031.
We believe AI search can grow from anywhere from 10% today to around 65% of global search traffic over the next five years.
~45x market-size claim by 2030 via commerce take rates and ads. EVENT: will, dated 2030.
we believe that this market is going to grow from around $20 billion today to around $900 billion in 2030, led by these indirect monetization opportunities.
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