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Investing.com -- ARK’s Big Ideas 2025 report highlights the pivotal role AI agents are expected to play in the future of digital applications. The report suggests that AI agents will facilitate a significant shift in human-computer interaction, improving through constant learning and iteration.
According to the report, AI is speeding up the adoption of both hardware and software. The report suggests that OpenAI could exceed $10 billion in revenue by 2025, monetizing at a rate quicker than social media companies in the past decade. The rapid demand for new technologies could be driven by AI, as indicated by the adoption of ChatGPT.
AI agents are anticipated to revolutionize consumer search and discovery. Embedded in consumer hardware operating systems, AI agents will enable consumers to delegate all discovery and research to AI, saving significant time. The report predicts that AI-mediated ads could capture more than 54% of the $1.1 trillion digital ad market by 2030.
AI agents are also expected to transform consumer shopping, facilitating nearly $9 trillion in global gross online consumption by 2030. This could account for almost 25% of addressable online sales worldwide. ARK’s research suggests that digital wallets, powered by AI purchasing agents, could represent 72% of all e-commerce transactions by 2030.
The report also posits that digital wallets, like Block, Robinhood (NASDAQ:HOOD), and SoFi (NASDAQ:SOFI), are consolidating financial services and e-commerce, with the market currently valuing these platforms at $1,800 per user. AI purchasing agents could generate global revenue between $40 billion and $200 billion for digital wallet platforms in 2030.
In the enterprise sector, AI agents are expected to increase productivity through software. Companies deploying agents should be able to increase unit volume with the same workforce or optimize their workforce towards higher-value activities. AI cost declines are likely to significantly impact agent economics, with AI agents expected to lower onboarding and hiring costs, as well as seat-based software costs.
The report concludes that AI is reshaping the software value chain, accelerating the software development lifecycle and influencing enterprise decisions. As customer software proliferates, growth in all layers of the software stack should accelerate. AI is also expected to supercharge knowledge work, with global spend on software potentially accelerating from an annual rate of 14% over the last ten years to annual rates of 18% to 48% through 2030.
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