Cathie Wood On Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

Cathie Wood On Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

Cathie Wood joins to explain “The Great Acceleration” — how five technologies are converging at once: AI, robotics, energy storage, multiomics, and public blockchain. She lays out why Elon Musk and Tesla sit at the center of this shift and how robotaxis could drive the majority of Tesla’s future value sooner than markets anticipate. Wood also weighs in on space-based data centers, the shakeout in software, and why productivity gains may accelerate faster than investors expect. Plus, she defends ARK’s bold $1.5 million Bitcoin price target by 2030 and explains why Bitcoin and gold aren’t actually competing assets.

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11 Maj 10min

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