Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package

All-In with Chamath, Jason, Sacks & Friedberg

Oct 14

Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package

All-In with Chamath, Jason, Sacks & Friedberg

Oct 14

Overview Shownote Highlights Transcript Chapters Pins

Shownote

(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie's bull case for Bitcoin $1M (11:38) Opening up access to innovation for retail (14:32) Cathie explains Ark's strat...

Highlights

In this episode, Cathie Wood shares her insights on the transformative power of innovation and how emerging technologies are set to reshape the global economy. With a focus on long-term disruption, she dives into the investment strategies that have defined her career and the systemic changes needed to democratize access to high-growth opportunities.

05:08

Disruptive innovation to deliver 40%-45% compound annual growth in public equities

09:25

Bitcoin could be worth up to $3.8 million per coin using modern portfolio theory

11:38

A simple accreditation test should allow broader access to private markets, similar to how licenses enable participation in other regulated activities.

16:02

If Musk delivers on humanoid robots, our price target may be too low.

Chapters

Introducing Cathie Wood