ARK: Top quarter of knowledge workers hold $25T of $41T AI software market
rohanpaul_ai · x · 2026-10-01
ARK research estimates a $41 trillion AI software market opportunity, assuming superintelligence delivers a 10x productivity boost for knowledge workers and businesses pay 10% of the productive value to software vendors.
- Just 224M well-paid knowledge workers — a quarter of the total — represent over $25T of that market, nearly two-thirds of the opportunity
- These top earners are mostly in North America and Europe
- Takeaway: the money in AI software is heavily concentrated at the top
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