AI labs are doing about $150 billion a year in a market worth at least $40 trillion. ARK Invest's Brett Winton says AI has room for 100x, and bubble calls only make him more bullish "Ultimately, there is this $40 trillion, at least, knowledge work market that can be penetrated, and collectively across the frontier labs going into the enterprise, they're doing $150 billion in annualized revenue." "The moral of the story is, there's room for 100x. There's at least room for 100x more. We're not going to all die tomorrow, and financial markets aren't going to crash to zero because of AI buildout. That's not my belief." "I think there will be a time when we overbuild, like inevitably what happens with markets. It's just not now." "The fact that every month or two I can go on CNBC and watch somebody just factually say, well, AI is obviously a bubble, gives me great comfort from an investment perspective, because it's like, good, people still doubt this stuff." "It's very clear from the pricing of these assets in the market that people doubt it."