According to TechFlow, ARK Invest released a report stating that AI-driven "purchasing agents" will automatically compare products and complete purchases on different platforms in the future, greatly shortening consumers' shopping time. This change may subvert the traditional consumer market and reshape the consumer service industry.

At the same time, the ARK Invest report pointed out that OpenAI's potential valuation could reach $150 billion, which would make it the third most valuable private company ever raised, second only to ByteDance and Ant Group. ARK expects that by 2030, business foundation model providers like OpenAI will earn $3.5 trillion in revenue by helping run $13 trillion worth of AI enterprise software.

The report also shows that venture capital investment in the field of AI continues to heat up. Including OpenAI's round of financing, more than half of venture capital funds in the United States so far this quarter, and more than 40% of funds worldwide have flowed into AI opportunities. Year-to-date, total venture capital funds flowing into AI have reached US$90 billion, an increase of 50% year-on-year, while non-AI venture capital has fallen to its lowest level since 2016.

ARK Invest believes these investments are justified given the scale of the potential opportunity presented by AI, the rise of which could become the most economically significant technological transformation in history.