LIVE NOW -- Inside Cathie Wood’s Trillion Dollar Bets: AI, Elon Musk, Robotaxies, Brain Implants, & Crypto
@CathieDWood of @ARKInvest is placing some of the boldest bets in investing history, spanning AI, robotaxis, brain chips, crypto, and even space.
In this episode of Bankless, the ARK Invest CEO joins Chief Futurist @wintonARK to break down her five highest-conviction technologies - opportunities she believes could unlock over $20 trillion in enterprise value.
You’ll hear why Elon Musk’s empire is at the center of it all, how Tesla’s robotaxis could become the biggest AI project on Earth, and why Neuralink, Starship, and stablecoins are converging to spark a new era of productivity and exponential growth.
[TIMESTAMPS]
0:00 Intro
5:05 Elon Musk and the Data Flywheel
11:57 The Power of Wright’s Law
19:27 Forecasting AI’s Trillion-Dollar Impact
23:35 Why ARK Owns $xAI, OpenAI, and Anthropic
29:04 Google and Apple’s AI Blindspots
35:52 Why X Merged with $xAI
44:15 Robotaxis: The Biggest AI Project on Earth
52:02 Robo GDP: AI’s Real-World Economic Boost
55:31 Tesla’s Scaling Advantage
1:01:27 The Humanoid Opportunity
1:10:42 Neuralink: AI, Enhanced
1:15:34 Starlink & SpaceX: The $2.5T Bet
1:22:01 Crypto’s Stablecoin Supercycle
1:33:18 Macro & Trump’s Strategy