{"id":3967,"date":"2025-06-27T16:32:50","date_gmt":"2025-06-27T14:32:50","guid":{"rendered":"https:\/\/blogg.avanza.se\/private-banking\/?p=3967"},"modified":"2025-07-02T11:11:16","modified_gmt":"2025-07-02T09:11:16","slug":"the-unprecedented-convergence-of-disruptive-technologies-is-creating-a-new-era-for-investing","status":"publish","type":"post","link":"https:\/\/blogg.avanza.se\/private-banking\/the-unprecedented-convergence-of-disruptive-technologies-is-creating-a-new-era-for-investing\/","title":{"rendered":"The unprecedented convergence of disruptive technologies is creating a new era for investing"},"content":{"rendered":"<p>A remarkable convergence is occurring among five major innovation platforms: Artificial Intelligence (AI), Robotics, Energy Storage, Multiomic Sequencing, and Public Blockchains. Potentially surpassing the economic activity that occurred 120 years ago, when transformative technologies like the Telephone, Electricity, and the Internal Combustion Engine coalesced, the convergence between and among multiple innovation platforms is poised to reshape industries, societies, and the investment business in profound ways, as shown below.<\/p>\n<h2 style=\"text-align: left;\"><strong>Estimated Economic Impact of General Purpose Technologies<\/strong><\/h2>\n<p><a href=\"http:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/economic-impact-scaled.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3970 size-full\" src=\"http:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/economic-impact-scaled.jpg\" alt=\"Graf \u00f6ver ekonomisk p\u00e5verkan fr\u00e5n stora teknikskiften 1780\u20132030. Visar hur nya innovationer som AI, robotik och blockkedjor f\u00f6rv\u00e4ntas f\u00e5 st\u00f6rre p\u00e5verkan \u00e4n historiska teknologier som \u00e5ngmaskinen, f\u00f6rbr\u00e4nningsmotorn och internet.\" width=\"2560\" height=\"1065\" srcset=\"https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/economic-impact-scaled.jpg 2560w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/economic-impact-300x125.jpg 300w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/economic-impact-1024x426.jpg 1024w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/economic-impact-768x320.jpg 768w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/economic-impact-1536x639.jpg 1536w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/economic-impact-2048x852.jpg 2048w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/economic-impact-1920x799.jpg 1920w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/p>\n<p><em>(Rough Annual Percentage Point Additions to the Economy, inclusive of consumer surplus) <\/em><strong><a href=\"#_ftn1\" name=\"_ftnref1\">[1]<\/a>.<\/strong><\/p>\n<p>Each of the innovation platforms is significant, likely comparable to that of the Internet which, since the turn of the millennium, has generated over $10 trillion in global market capitalization. Now, as the five platforms advance and interact, the potential for economic impact and value creation is likely to be \u2018super exponential\u2019.<\/p>\n<p style=\"text-align: center;\"><ins class=\"dcmads\" style=\"display: inline-block; width: 320px; height: 320px;\" data-dcm-placement=\"N877686.279382DBMPERERINEAVANZA-\/B25775855.399168881\" data-dcm-rendering-mode=\"iframe\" data-dcm-https-only=\"\" data-dcm-api-frameworks=\"[APIFRAMEWORKS]\" data-dcm-omid-partner=\"[OMIDPARTNER]\" data-dcm-gdpr-applies=\"gdpr=${GDPR}\" data-dcm-gdpr-consent=\"gdpr_consent=${GDPR_CONSENT_755}\" data-dcm-addtl-consent=\"addtl_consent=${ADDTL_CONSENT}\" data-dcm-ltd=\"false\" data-dcm-resettable-device-id=\"\" data-dcm-app-id=\"\"><span style=\"font-size: xx-small;\">Annons<\/span><br \/>\n<script src='https:\/\/www.googletagservices.com\/dcm\/dcmads.js'><\/script><br \/>\n<\/ins><\/p>\n<h2><strong>Technological Convergence<\/strong><\/h2>\n<p>Technological convergence is the process in which advances in one field catalyse developments in others, leading to a cascade of progress. The synergies associated with AI are compelling, as it is catalysing and accelerating activities across a range of sectors. For example, AI is proving more critical to unlocking the value of Precision Therapies and Multiomic Technologies. Smart Contract ecosystems are serving as test beds in which autonomous AI agents can be renumerated for sharpening their capabilities. Next Gen Cloud energy demand is pulling forward timelines for Distributed Energy Generation.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3969 size-full\" src=\"http:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/convergence.jpg\" alt=\"Visualisering av hur olika disruptiva teknologier h\u00e4nger ihop. Neurala n\u00e4tverk st\u00e5r i centrum och kopplas till omr\u00e5den som AI, robotar, blockkedjor, energiteknik, bioteknik och mobilitet. Linjernas tjocklek visar hur starkt de p\u00e5verkar varandra marknadsm\u00e4ssigt.\" width=\"2396\" height=\"1851\" srcset=\"https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/convergence.jpg 2396w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/convergence-300x232.jpg 300w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/convergence-1024x791.jpg 1024w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/convergence-768x593.jpg 768w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/convergence-1536x1187.jpg 1536w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/convergence-2048x1582.jpg 2048w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/convergence-1920x1483.jpg 1920w\" sizes=\"auto, (max-width: 2396px) 100vw, 2396px\" \/> <em>Convergence Is Accelerating The Technology Revolution <a href=\"#_ftn2\" name=\"_ftnref2\">[2]<\/a><\/em><\/p>\n<p>Indeed, the accelerated pace of AI seems poised to surpass the impact of the steam engine on real Gross Domestic Product (GDP) over the next five years, as shown in the chart below.<\/p>\n<p><strong><a href=\"http:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/ai-impact-scaled.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3968 size-full\" src=\"http:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/ai-impact-scaled.jpg\" alt=\"Stapeldiagram som j\u00e4mf\u00f6r BNP-effekten av olika teknologier efter deras inf\u00f6rande. AI (2023\u20132030) f\u00f6rv\u00e4ntas ge st\u00f6rst effekt, \u00f6ver 130\u202f%, f\u00f6ljt av \u00e5ngmaskinen, autonom mobilitet och adaptiv robotik. Industrirobotar och IT har l\u00e4gre p\u00e5verkan.\" width=\"2560\" height=\"1193\" srcset=\"https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/ai-impact-scaled.jpg 2560w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/ai-impact-300x140.jpg 300w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/ai-impact-1024x477.jpg 1024w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/ai-impact-768x358.jpg 768w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/ai-impact-1536x716.jpg 1536w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/ai-impact-2048x954.jpg 2048w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/ai-impact-1920x894.jpg 1920w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/a><\/strong><em>The Impact Of These Technologies On The Economy Should Prove Dramatic <a href=\"#_ftn3\" name=\"_ftnref3\">[3]<\/a>\u00a0<\/em><em>Moreover, the collapse in projected timelines for milestones like artificial general intelligence (AGI) highlights the accelerating pace at which AI is achieving breakthroughs once thought to be decades away.<\/em><\/p>\n<p>ARK\u2019s research suggests, for example, that advances in AI and Advanced Battery Technology will be profound catalysts for Autonomous Mobility and Adaptive Robotics, improving products and reducing costs. The integration of AI with Autonomous Mobility and Energy Storage Systems is setting the stage for more efficient transportation solutions (as shown in the two charts below), likely to revolutionise business and leisure travel, goods transport, and impact logistics, urban planning, and environmental sustainability.<\/p>\n<p><a href=\"http:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/robotaxis.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3972 size-full\" src=\"http:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/robotaxis.jpg\" alt=\"Diagram som visar att Waymos robotaxi ber\u00e4knas kosta \u00f6ver 150\u202f000\u202fUSD att tillverka 2024, j\u00e4mf\u00f6rt med Teslas under 50\u202f000\u202fUSD. Till h\u00f6ger visas att eldrivna robotaxibilar har l\u00e4gre driftkostnad per mile (0,12 USD) j\u00e4mf\u00f6rt med f\u00f6rbr\u00e4nningsmotorer (0,31 USD).\" width=\"2381\" height=\"1191\" srcset=\"https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/robotaxis.jpg 2381w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/robotaxis-300x150.jpg 300w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/robotaxis-1024x512.jpg 1024w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/robotaxis-768x384.jpg 768w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/robotaxis-1536x768.jpg 1536w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/robotaxis-2048x1024.jpg 2048w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/robotaxis-1920x960.jpg 1920w\" sizes=\"auto, (max-width: 2381px) 100vw, 2381px\" \/><\/a><\/p>\n<p>Sources: ARK Investment Management LLC, 2024. This ARK analysis is based on a range of external sources, which may be provided upon request. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results.<\/p>\n<h2><strong>Assessing the Economic Impact<\/strong><\/h2>\n<p>The ripple effects of the convergence between and among the five major innovation platforms also should culminate in a significant acceleration in real economic growth globally. Our research suggests that convergence could create unprecedented global real GDP growth, compounding at 7-8% over the next 5 to 10 years, as shown below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3971 size-full\" src=\"http:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/gdp-growth.jpg\" alt=\"Stapeldiagram som visar global BNP-tillv\u00e4xt fr\u00e5n 100\u202f000 f.Kr. till 2030. Tillv\u00e4xttakten stiger gradvis fr\u00e5n 0,037\u202f% till 3\u202f% \u00e5r 2024. ARK sp\u00e5r 7,3\u202f% tillv\u00e4xt till 2030, medan IMF f\u00f6rutsp\u00e5r 3,1\u202f%.\" width=\"2003\" height=\"1634\" srcset=\"https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/gdp-growth.jpg 2003w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/gdp-growth-300x245.jpg 300w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/gdp-growth-1024x835.jpg 1024w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/gdp-growth-768x627.jpg 768w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/gdp-growth-1536x1253.jpg 1536w, https:\/\/blogg.avanza.se\/app\/uploads\/sites\/4\/2025\/06\/gdp-growth-1920x1566.jpg 1920w\" sizes=\"auto, (max-width: 2003px) 100vw, 2003px\" \/><em>Global Real GDP Growth <a href=\"#_ftn4\" name=\"_ftnref4\">[4].<\/a><\/em><\/p>\n<p>This growth is likely to reshape market capitalizations, with disruptive technologies increasingly central to economic development and investment strategies. As shown in our <a href=\"https:\/\/www.ark-invest.com\/big-ideas-2025\" target=\"_blank\" rel=\"noopener\">Big Ideas 2025 Report<\/a>, our research suggests that the total market capitalization of disruptive innovation could command more than two-thirds of the global equity market, compounding at a 38% rate through 2030. The implication is clear: innovation is not merely gaining ground; it is becoming the dominant force in global markets.<\/p>\n<p>\/\/ Cathie Wood, CEO\/CIO of ARK Invest, and Brett Winton, Chief Futurist of ARK Invest.<\/p>\n<p><a href=\"https:\/\/www.avanza.se\/fonder\/om-fonden.html\/1528539\/avanza-disruptive-innovation-by-ark-invest\" target=\"_blank\" rel=\"noopener\">L\u00e4s mer om fonden Avanza Disruptive Innovation by ARK Invest h\u00e4r.<\/a><\/p>\n<p><em>T\u00e4nk p\u00e5 att det kan sv\u00e4nga! Att spara i fonder, aktier och andra v\u00e4rdepapper har \u00f6ver tid varit ett bra s\u00e4tt att f\u00e5 pengar att v\u00e4xa, men hur det g\u00e5r i framtiden vet ju ingen. Det kan g\u00e5 b\u00e5de upp och ner s\u00e5 det \u00e4r allts\u00e5 inte s\u00e4kert att du f\u00e5r tillbaka pengarna du satte in fr\u00e5n b\u00f6rjan. \u00c5sikter och slutsatser som framkommer i bloggen \u00e4r skribentens egna och skall inte ses som investeringsr\u00e5d och\/eller \u00e5sikter fr\u00e5n Avanza. Fonden f\u00f6rvaltas av Avanza Fonder i samarbete med ARK Invest. F\u00f6r information om hur fonden f\u00f6rvaltas, faktablad &amp; informationsbroschyr se <a href=\"https:\/\/www.avanza.se\/fonder\/vara-egna-fonder\/avanza-disruptive-innovation-by-ark-invest.html\" target=\"_blank\" rel=\"noopener\">avanza.se\/avanzabyark<\/a><\/em><\/p>\n<p><em><strong>References<\/strong><\/em><\/p>\n<p><em>Brynjolfsson, E., &amp; McAfee, A. (2018). \u2018The second machine age: Work, progress, and prosperity in a time of brilliant technologies\u2019. Vancouver, B.C.: Langara College<\/em><\/p>\n<p><em>Crafts, N. 2004. \u2018Steam as a General Purpose Technology: A Growth Accounting Perspective\u2019.\u00a0The Economic Journal.<\/em><\/p>\n<p><em>DeLong, B.1998. \u2018EsFuntar timating World GDP, One Million B.C. \u2014 Present\u2019. Brad De Long\u2019s homepage. Department of Economics, University of California, Berkeley.<\/em><\/p>\n<p><em>Helpman, E. (2010). General Purpose Technologies and Economic Growth. Cambridge, MA: MIT Press<\/em><\/p>\n<p><em>Kurzweil, R. (2016). The Singularity Is Near: When Humans Transcend Biology. Duckworth.<\/em><\/p>\n<p><em>McKinsey Global Institute. 2017. \u2018A Future that Works\u2019.<\/em><\/p>\n<p><em>O\u2019Mahoney, M. and Timmer, P. 2009. \u2018Output, Input and Productivity Measures at the Industry Level: The Eu Klems Database\u2019.\u00a0The Economic Journal.<\/em><\/p>\n<p><em>OpenPhilanthropy. 2025.<\/em><\/p>\n<p><em><a href=\"#_ftnref1\" name=\"_ftn1\">[1]<\/a> ARK developed this chart based on the relative impact of an innovation scaled by the degree of consensus between economic historians that a particular innovation should be considered an innovation platform. The underlying data assumes that all innovation platforms follow a characteristic investment and realization cycle of similar duration. The above chart is based on a variety of criteria and assumptions, which might vary substantially, and involve significant elements of subjective judgment and analysis that reflect our own expectations and biases, which might prove invalid or change without notice. It is possible that other foreseeable events that were not taken into account could occur. Source: ARK Investment Management LLC, 2018, based on data from Helpman 2010; Brynjolfsson, and McAfee 2018; Kurzweil 2016. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results. Forecasts are inherently limited and cannot be relied upon.<\/em><\/p>\n<p><em><a href=\"#_ftnref2\" name=\"_ftn2\">[2]<\/a> Note: \u201cNetwork density\u201d measures the degree of interconnectedness between nodes relative to the maximum potential interconnectedness. In our research, if every technology were expected to catalyze another technology to increase in value by an order of magnitude or more, that would equate to a fully interconnected network. Source: ARK Investment Management LLC, 2025. This ARK analysis draws on a range of external data sources as of December 31, 2024, which may be provided upon request. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results. Forecasts are inherently limited and cannot be relied upon.<\/em><\/p>\n<p><em><a href=\"#_ftnref3\" name=\"_ftn3\">[3]<\/a> *Adaptive Robotics, Autonomous Mobility, and AI Impact are ARK Invest estimates. AI estimate includes consumer surpluses that may not be captured in traditional economic statistics. IT productivity impact likely also undercounts consumer surplus. Industrial Robot and IT impact measures impact on US, Europe, and Japanese economies. Steam Engine impact is measured against the UK economy. Sources: ARK Investment Management LLC, 2024, based on data from Crafts 2004, O\u2019Mahony et al. 2009, and McKinsey Global Institute 2017. Forecasts are inherently limited and cannot be relied upon. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results.<\/em><\/p>\n<p><em><a href=\"#_ftnref4\" name=\"_ftn4\">[4]<\/a> Note: Real GDP: Aggregate Global Production adjusted for changes in price levels. Source: ARK Investment Management LLC, 2025. This ARK analysis draws on a range of external data sources including DeLong 1998 and Open Philanthropy as of December 31, 2024, which may be provided upon request. For informational purposes only and should not be considered investment advice or a recommendation to buy, sell, or hold any particular security. Past performance is not indicative of future results. Forecasts are inherently limited and cannot be relied upon.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A remarkable convergence is occurring among five major innovation platforms: Artificial Intelligence (AI), Robotics, Energy Storage, Multiomic Sequencing, and Public Blockchains. Potentially surpassing the economic activity that occurred 120 years ago, when transformative technologies like the Telephone, Electricity, and the Internal Combustion Engine coalesced, the convergence between and among multiple innovation platforms is poised to reshape industries, societies, and the investment business in profound ways, as shown below.<\/p>\n","protected":false},"author":38,"featured_media":3976,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3],"tags":[],"class_list":["post-3967","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-avanza"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/posts\/3967","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/comments?post=3967"}],"version-history":[{"count":3,"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/posts\/3967\/revisions"}],"predecessor-version":[{"id":3991,"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/posts\/3967\/revisions\/3991"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/media\/3976"}],"wp:attachment":[{"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/media?parent=3967"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/categories?post=3967"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogg.avanza.se\/private-banking\/wp-json\/wp\/v2\/tags?post=3967"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}