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Bankless: Inside Cathie Wood’s Trillion-Dollar Bets: AI, Musk, Robots & Crypto
Manage episode 493104055 series 3506872
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Cathie Wood 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 Brett Winton 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.
This isn’t just tech optimism - it’s Cathie Wood’s vision for the future of innovation.
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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
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RESOURCES
Cathie Wood
https://x.com/CathieDWood
Brett Winton
https://x.com/wintonARK
Ark’s SpaceX Report
https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
123 episodes
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