Cathie Wood
Appearances
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ich denke, sie werden es irgendwo in Europa beginnen. Vielleicht sogar hier in den USA. In St. Petersburg, Florida, wo wir gebündelt sind, I can go from my house to anywhere and flawlessly the car will take me there. Now, we still have to sit in the driver's seat for now, but in June or soon thereafter, when they turn the system on, if regulators permit, right now we're state by state,
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ich denke, das wird sich ändern, sodass wir eine föderale Regulierung haben, sodass das viel schneller passieren kann. Eine andere Sache bei Tesla ist, dass wir in diesem 2600-Dollar-Nummer nicht viel für humanoide Roboter inkludieren. Und das passiert schneller, als wir dachten. Und der Grund, warum es schneller passiert, ist, dass humanoide Roboter
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
They are the convergence of the same three technologies or innovation platforms as robotaxis, robots, robotics, so actuators and so forth, getting them to work. Energy storage, battery operated. Und AI. Also Tesla ist weit vor dem Spiel an humanoiden Roboten. Und noch haben wir sehr wenig. Elon denkt, dass das Roboter-Business das Robotaxi-Business verdorfen wird.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und wir denken, er ist richtig, aber langfristig. Wie ich schon sagte, erwarten wir... All in, around the world, including China, not just Tesla, but the entire ecosystem, an 8 to 10 trillion dollar market in the next 5 to 10 years. For humanoid robots, we expect a 26 trillion dollar revenue market. Now, that's going to be a little further along.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Robotaxis will happen faster, but it may not be as distant as we were once thinking.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ja. Ja, jetzt, als wir zum Cyber-Cab-Event gingen, gab es dort ein paar robotische Roboter, die da tanzen, aber sie wurden zerstört und sie wurden remote kontrolliert. Ja. Jetzt, Cyber-Cab, glaube ich, war... Etwa ein Jahr ago. Ja, vielleicht. Also seitdem haben sie es geschafft, sie zu zerstören. Und ich glaube, dass das Tanzen-Robot nicht zerstört und nicht remote kontrolliert war.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Laut unserer Forschung werden diese Investitionen in den nächsten fünf bis zehn Jahren mehr als zehnfach erhöht und unglaubliche Möglichkeiten für Investoren erschaffen. Also Nummer eins.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ja, und nur um einen schöneren Hinweis zu geben, Elon wird nicht zufrieden sein, bis diese Roboter eine Nadel schlagen können. Also, da gehen wir hin.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
So, you know, the history of technology is that it has been a net job creator throughout history. But humanoid robots are getting awfully close to what we do, right? So it's a good question. I think creativity is a big part of that, ingenuity and creativity. And, you know, I think there's going to be... Es werden in der Zukunft viele neue Erfindungen geben, also schauen wir mal, was das ist.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Aber auch heute gibt es etwas, was Vibe-Coding heißt. Hast du es gehört? Okay, weil wir in die Welt der natürlichen Sprachprogrammung eingegangen sind,
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Vibe coding means you know a natural language. We all know a natural language. Ours is English for the most part, but it could be any language. We're going to be able to go to ChatGPT or especially now, they just launched, I think last week, something called Codex. replet and anthropics, fantastic for programming. And we'll say, this is what I'm attempting to do in English language.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And I've seen demos of this just internally. We're going to replace some of our software that we're buying from outsiders and customize it for us because we don't have to buy off the shelf anymore. One size fits all. I think there's going to be a lot viel mehr Kustomisierung und Personalisierung und Kreativität.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Es ist interessant, dass das passiert, wenn das demografische Profil der entwickelten Welt so ist. Wir haben in den USA eine sehr niedrige Unabhängigkeitsrate. Ich weiß, dass die Unabhängigkeitsrate in Europa und in den USA viel niedriger ist als dort, wo sie für Jahre gestanden sind. Ich erinnere mich, wow, Doppeldigitale. We have a demographic issue.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
I mean, if you watch what Elon Musk worries about the most, he worries about the population implosion. Collapse. Collapse. Collapse in population in the developed world. Because we're not... Wir produzieren keine Kinder über der Fertilitätsrate. Wir setzen uns für eine Verringerung ein. China geht da hin, Japan geht da hin.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und deshalb brauchen wir Produktivität, um uns zu helfen, wenn wir keine Menschen finden können.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yes, yes. So the robots are going to... Yes, absolutely. Productivity is going to be essential. So as we're looking at real growth ahead, and when you think about real growth... sollte man sich überlegen, ob jemand davon profitiert. Ich werde die Zahlen hier einstellen, um das zu beschreiben, was historisch passiert ist.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Wenn man von 1500 bis 1900 schaut und versucht, herauszufinden, was damals der echte GDP-Wachstum war, der echte wirtschaftliche Wachstum, So gut wie Brett Winton, unser Hauptfuturist, in der Beratung mit Akademikerinnen und Akteuren beurteilen kann, waren es rund 0,6 Prozent pro Jahr. Und dann gab es die Industrie-Revolution. Wir hatten den internen Atemstoffmotor, Telefon-Elektrizität.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und für die letzten 125 Jahre gab es echte GDP-Große. Das sind drei Prozent. Und die meisten Lebensstandards sind über die Zeit erhöht. Einige mehr als andere. Ich weiß, das ist eine Debatte. Aber die meisten sind erhöht.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
As we look forward, based on the five innovation platforms around which we have centered our research and investing, if we're right, real GDP growth in the next five years could accelerate to 7.3%. And that gives you a sense of the economic activity, wealth generation out there.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And when we are presenting to investors, we are actually presenting to them not only because they're investors, but because they have children or grandchildren who need to adapt to this new world. And our mantra in giving away our research, which we do, ist, auf der rechten Seite der Veränderung zu kommen. Wir machen auch Podcasts.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Wir machen viel Ausrichtung, weil wir denken, das ist ein sehr wichtiger Moment in der Zeit. Seht den Moment, nehmt die neuen Technologien mit, weil diese Wachstumsrate mehr als zweimal da ist, wo wir sind. Und wenn ihr auf der rechten Seite der Veränderung seid, We think the opportunities are going to be enormous. Investment opportunities and job opportunities.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
She's fine. Maybe she's not if people decide to do it on ChatGPT. But if they want to be with a group of Ja. Nothing, I shouldn't be this disrespectful, and it's not quite right at all, but so many are just hugging benchmarks, whether it's S&P 500 or MSCI World or the NASDAQ, that a machine can do that. A machine can do that easily. And that is what passive investing is, is machines doing it.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
I think in order to earn a place in the new world, you've got to add a lot of value, more value than a machine can. So in our case, we're saying, okay, well, our stocks are not in those benchmarks. Why can't AI replace what you're doing in terms of... So, and we think about that all the time. So AI can use pattern recognition. It's all based on history, right?
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
It can use pattern recognition, maybe, to do what we're doing. What are the three characteristics that define an innovation platform for us? The most important one is they follow something called Wright's Law, which measures the learning curve, how fast the costs are going to decline. with this new technology. Technology is deflationary. Costs fall over time.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And they're passed through into lower prices or better performance, one or the other. That is the most important. A machine can figure that out, I'm sure. But asking the questions are going to be important, like... Es gab nicht, bevor 2014, als wir ARC begonnen haben, viel über autonomes Mobilität oder E-VTOLs, oder um das Thema AI zu sprechen. AI ist jetzt Wissenschaftsfiktion geworden.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Es gab in den letzten Jahren keine Ausbrüche. But then we got some breakthroughs. So Wright's Law is the first to figure out that cost curve decline and see how quickly the technology can proliferate across sectors. That's the other criterion here. The technologies that we are following are going to cut across economic sectors and apply... zu mehr als einer Gruppe von Menschen.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und dann der dritte ist, dass diese Technologien als Launchpads für neue Technologien servieren. Also im Falle von DNA-Sequenzierung, was die Basistechnologie war, mussten wir das vor CRISPR-Gene-Editing brauchen. In fünf oder zehn Jahren... Let's assume we don't have a policy mistake and a recession. So just steady state. I think it will be the same or lower.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And most of this is because those baby boomers are retiring. So they come out of the employment. And the generations following them are smaller. Even now what's happening is we're passing through the baby boom echo, meaning the children of the baby boom. That cohort was smaller. I don't think it was any bigger than the baby boom population.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Well, there's probably not someone overseeing, yes, nearly 30 billion dollars. But I know there are teams out there, including women, that manage maybe a lot more than that.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Gleichzeitig wird das Vibe-Coding steigen. Ich denke also, was passieren wird, und das wird sehr gesund für die Produktivität sein, wir werden viel mehr Experimentationen und Menschen, die Risiken auf sich selbst nehmen werden. Und vielleicht wird sich die Idee eines Korporations, wie wir es kennen, radikal verändern. ist es, distributierte, autonome Organisationen zu ermöglichen. So wie Bitcoin.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Es gibt niemanden, der es regiert. Es ist ein distributierter Netzwerk. And, you know, let's see how these do and how vibe coding and AI integrate into the crypto. And I'm going to stop calling it crypto because it really should be called digital assets world, which legitimizes it more. Crypto sounds nefarious. Digital assets is where, you know, more than young people and I'll say,
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Young people are spending more than half of their discretionary, their free time online. And so property ownership online is becoming more important. It's being legitimized by the way people are spending their time.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Oh, Elon.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Well, I have two points of view.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Invest in companies that are technologically enabled and that are going to transform the world as we know it. Robotics, energy storage, artificial intelligence, blockchain technology and multiomic sequencing in the life science space. The last is the most complicated.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yes, I think that surprised him. So, I have many thoughts about this. Our government has become so bloated. It is scary. And our indebtedness is growing. If we want to remain the reserve currency of the world, we're at risk of losing it. And on our tail is the whole digital asset world, right? So government spending is taxation.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
It's either taxation that's going to happen immediately or will happen in the future or or will happen through inflation, which is the most regressive tax at all. So I think the sentiment was right in terms of getting in there and seeing what technology can do for the government, which is really what's happening. I'm watching it in the FDA, how they're starting to use AI.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
It's phenomenal what's happening. So... Die Frage, die ich normalerweise bekomme, also ich bin sehr froh, dass die Hälfte der Lösung das Problem versteht, dass jemand da ist mit diesem Fokus und Determinierung. Er hat natürlich gesagt, dass er dieses Monat wegsteigen will, um mehr Zeit mit seinen Firmen zu sparen.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Natürlich bin ich froh darüber, aber außerhalb dieser politischen Dynamik denke ich nicht, dass Elon nicht am Tag zu Tag da ist, was das Problem in der ersten Quartier verursacht hat. Es war viel mehr makro. Wir hatten eine negative Quartier in der ersten Quartier der echten GDP-Wachstum. So, Macro, which is hitting everyone, and the overlay of this political dynamic.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
The news cycle, thank goodness, moves fast, and so we'll be through that, I think. And, by the way, there are news reports even this weekend saying those... die darüber nachdenken, wie es mit Doge und One Party zu tun hat, haben eine Veränderung des Herzens. Denn die Betrachtungsrate wird runterkommen, weil wir mehr auf die finanzielle Spende konzentriert sind.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Elon's way of managing his companies is to attract the best and the brightest, not only scientists, engineers, but also business people. These are people who want to solve the hardest problems in the world. He sets a timeline that seems reasonable to him for milestones to occur. Und er interferiert nicht, solange sie diese Meilensteine verlieren oder die Zeitung dieser Meilensteine.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Dann wird er involviert. Und das ist, wo du hörst, er wird rein und er wird einfach Leute verkaufen und, du weißt, und, und, du weißt, das Programm wieder gehen. And he's done that certainly at Tesla. He's done that at all of his companies. And so he's really troubleshooter in chief. Once he understands and has set a strategy, he then becomes troubleshooter in chief.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Oh yes, we did actually. Our first podcast with him was in 2019. Oh, I saw that. During production hell.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And we were so happy. So as you know, we have a social strategy. So we push our research out through social media as we give it away or as we're evolving it. And he liked it. Ein Stück Forschung, das Tasha Keeney damals auf Autonomous veröffentlicht hat. Und ich war auf einer Telefonrunde, ich konnte nicht aufhören, aber ich hörte dieses Wuppen und Schreien durch das Büro.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
I started when I was 20 years old at a company called Capital Group. And I was introduced to the firm by Art Laffer. Now, Art Laffer, he's one of the most important economists of our time. He created something called the Laffer Curve. He's advised most presidents since President Nixon. And he's advising President Trump as well.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und ich dachte, es klingt gut, es war keine Unabhängigkeit, also musste ich nicht aufhören. Aber ich ging raus und sagte, was ist passiert? Elon! Und ich sagte, okay, frag ihn, ob wir einen Podcast machen können. Und wir waren da die nächste Woche. Oh, unglaublich. Ja.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ich denke, er ist der Thomas Edison unserer Zeit, in Bezug auf seine innovativen Ingenieure. Und ich denke auch daran, dass ich ihn ein paar Mal getroffen habe. I think he's a very good person. He wants to do the right thing. If I had to say one thing, he wants to do the right thing to transform the lot of most of humanity. And he started with Tesla, SpaceX and Tesla.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Tesla, you know, was an environmental move. Ich denke, viele von den Menschen, die seine Autos schießen, sind wahrscheinlich sehr unterstützend für die Umweltbewegung. Sie haben vergessen, dass sie eine Rakete mit Roboter und letztendlich Menschen zu Mars senden. Er denkt, das wird auch die Welt auf der Erde verändern.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Denn, wie wir von der Sprechgeschichte gelernt haben, was wir über Materialwissenschaften und Technologien lernen, die uns helfen, in diese sehr schwierigen Probleme zu lösen, wird uns hier auf der Erde auch helfen. So, I think he's a very good person and wants to do the right thing. If I had to describe him, that's what I'd say, other than genius of our time.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
You know, he says that he does sleep. I think he recommends, I think, if I'm right on this, getting seven hours sleep a night. And yes, but when he is focused... You know it.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
I mean, people even look, there were many pictures of him, whether it was standing with other policy makers, and then he zones into something, and you know he's zoned in, and thinking about only that and a problem that he wants to solve.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Let's see. So it would be roughly, yes.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ja, es war im Sommer 2015. Wir haben ungefähr 250 Dollar reingekommen. Heute sind es ungefähr 104.000 Dollar. Wir haben also sehr früh reingekommen. And we knew we were on to something, really, when people were making fun of us, saying, okay, that's a marketing trick. You're new to our business and, you know, new to the new fund world and you're trying to attract attention.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And we were thinking, wow, they have no idea how much research we've done on this. And Art Laffer, my professor, again from USC, we had him... We had him read our first white paper on Bitcoin. Bitcoin, could it serve the three roles of money? So, means of exchange, what we use every day to buy things.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Wäre eine Wertschätzung wie Gold und die Anzahl der Anzahl der Anzahl der Anzahl der Anzahl der Anzahl der Anzahl der Anzahl der Anzahl der Anzahl der Anzahl der Anzahl Und dann sagte er zu uns, er sagte, das ist das, wofür ich gewartet habe, seit die USA das Goldwindow in 1971 geschlossen haben.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ein regierungsbasierter, globaler, monetarischer System, wie Bretton Woods unter dem Gold-Exchange-Standard. Und ich sagte, Art, das ist eine sehr große Idee. Wie groß ist es? Und er sagte, wie groß ist die monetäre Basis der USA? Damals waren es 4,5 Trillionen. And Bitcoin's market cap or network value was 6 billion. And I said, okay, that's a very big idea.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And we were trying to get it into our portfolios. Regulators were hesitant. But I bought it right then for myself and haven't sold it. And I'm very happy with it.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
$250.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
So we couldn't buy it back then, but we finally got through the regulatory process and we were able to put... The New York Stock Exchange said, okay, you can put a 1% position in the portfolio. And it was of a grant or trust called GBTC. So we did. And we just never sold it. They didn't tell us we had to keep it at 1%. So...
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Oh, ja, es hat geballoniert.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ja, also bei diesem Preis ist es ungefähr ein 2-Trillionen-Dollar-Marktkapital. Und so sind wir halbwegs zu dem ursprünglichen 4,5 Trillionen. Aber unser Preistarget hat sich seitdem geändert, weil es nicht nur ein globales monetäres System ist. It is a new asset class. And that's a very big idea as well. What makes a new asset class? And we haven't had one, truly, since equities in the 1600s.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Now that the world is moving so quickly into this new world and Bitcoin has become so successful an investment, many people are trying to figure out, okay, how do I get involved with the new world? And when I say get on the right side of change, we think there's going to be a lot of disruption to the traditional world order.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Of funding companies, yes.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Nein, es wäre wie Stocks, Bonds, Vermögen, Realität. Das ist eine neue Asset-Klasse. Und die meisten Leute werden damit zufrieden sein, wir haben ein Studium darüber gemacht, wenn dieses Asset nicht wie andere Asset-Klasse funktioniert. In anderen Worten, es bietet Diversifikation für Finanzierungen.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und weil es anders reagiert, müssen die Institutionen es ansehen, weil sie gegen einander kämpfen. Und wenn jemand es einnimmt, wissen sie alle, dass sie gegen einander kämpfen. Andere müssen es ansehen. Und wir glauben, dass diese Part von der Gelegenheit nicht getappt worden ist. Und nur um ein paar Zahlen aufzunehmen. We're approaching 20 million Bitcoin outstanding.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
The number of Bitcoin that have been minted over time by Bitcoin miners.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
There will be at the end of the minting process 21 million. So we have only one million to go. One million would be, what is that? That would be a hundred billion dollars worth, a little more than that right now.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Also, die Institutionen haben wirklich nur angefangen, Bitcoin zu betrachten, weil die SEC das grüne Licht gegeben hat. to Bitcoin with the approval of the spot Bitcoin ETF in January of last year. And it takes a while for institutions to do their research and commit. And so they're just now committing. And there's only $100 billion of new market cap there. Das wird geschaffen werden.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Während sie Trillionen von Dollar unter Management haben. Und deshalb denken wir, dass es eine Menge zunehmender Anforderungen gibt. Und um diese Anforderungen zu erfüllen, wird jemand verkaufen müssen. Das bedeutet, dass der Preis erhöht wird. Ja, wenn Leute nicht verkaufen wollen... Because Bitcoin's been awfully good. And our forecast, right now Bitcoin's around 100,000, 105,000.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Our forecast for 2030 is 1.5 million dollars. And we do that, the building blocks for that, the three biggest building blocks, sind institutionell, das hat noch nie angefangen, Wertschätzung oder digitales Gold. Junge Leute sind viel komfortabler mit digitalem Gold als mit Gold.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ja. Ja. Und dann der sehr wichtige Anwendungsfall, den viele Leute nicht diskutieren, ist, wie wichtig Bitcoin und Stablecoins sind, die von US Treasurys gebackt werden, in den ausländischen Märkten zu werden. In den ausländischen Märkten sind viele von den Politikerinnen und Politiker, who show no discipline in fiscal or monetary policy.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And so they're used to going through booms and busts and booms and bailed out by the IMF. And they need an insurance policy.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Wenn ich das sage, in Bezug auf die Leute, die verstehen, was ich meine, denke ich, dass viele Leute denken, dass Apple ein sehr sauberes Investment ist, weil ein riesiges Verhältnis von Geld, ein sehr erfolgreiches Smartphone, die Nummer eins im Markt für Smartphones in Bezug auf Profitabilität, auf jeden Fall.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Exactly. So stable coins are stable vis-à-vis the dollar. Bitcoin is more of an investment because... Es wird über die Zeit wertvoller. Es ist volatil, keine Frage. Und das ist das erste, was die Leute wissen müssen. Aber es wird weniger volatil, je mehr Investoren es halten.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
It's a very big idea because it is a new asset class. It does represent a global monetary system unlike any other digital asset out there. It is backed by the largest computer network in the world. The layer one, which is the base layer, has not been hacked. Think about that. Since 2009, when it was released... nicht gehackt worden. Wie viele Systeme können das sagen? Und es ist eine Technologie.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Es ist native to the Internet. Und wiederum, Digital Assets oder Bitcoin, Ether, Solana, all of them exist because they're vying to be the native currencies to the Internet and to enable smart contracts and really transform the financial services industry.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Coinbase ist ein Austausch für digitale Assets. Und immer mehr Derivate. Es ist global geworden. Es hat gerade Darabit gekauft, das ist die größte Optionen-Vereinigung dort draußen. Und es hat eine Zukunft. Also geht es wirklich nach dem Derivate-Markt, wo es eine große Anzahl von Aktivitäten gibt, was fantastisch ist, weil es alle digitale Aspekte legitimiert.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And it is the most regulatory compliant exchange in the world. Binance is another major exchange, but has had more run-ins with regulators around the world and really hasn't been allowed into the United States. It also wants to become... Teil der neuen Bezahlungs-Infrastruktur. Und so werden Strategien auch so weiterentwickelt. Wir haben das Management sehr gut kennengelernt.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Sie haben den Kampf gegen Regulierer in einer wunderschönen Art und Weise gewonnen. Und sie haben wichtige politische Anbieter aufgearbeitet, die verstehen, dass diese Innovation, wir haben den Rest des Weltraums fast verloren, wegen unserer Regulierung.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
They've helped policy makers understand that, hey, this infrastructure is what developers did not build into the Internet in the early 90s because they didn't know finance or commerce would take place. That's all this is. It's that simple, right?
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And yet we can tell you, and this was one of what's called the MAG 6 that led the stock market over the last few years. The top six stocks. The top six stocks. The market was very narrowly focused on this ilk of stock. And we were saying, you know what? Apple wird wahrscheinlich von der Artifizierten Intelligenz zerstört werden.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
We had invested in Twilio. They had a management turnover, so we moved away from that. But Palantir... Palantir. Yes, Palantir is a platform as a service company, which we think is not only going to help governments move into the digital age, like our defense department, and now it's moving into other departments, but also these huge, huge enterprises...
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
weil es sie nicht verursacht, irgendetwas zu verwandeln. Sie werden auf der Oberfläche aller Technologien und Infrastrukturen bauen und über die Zeit die Rolle der Legacy-Technologien erzeugen. Es ist also eine sehr wichtige Firma, wie wir denken, in der digitalen Äußerung. Es hat einen sehr großen Rund. Wir haben Profite erzielt. Und während Nvidia einen großen Rund hatte,
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
was selling off, it was down more than 50%. So we put some of our Palantir proceeds back into NVIDIA.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Well, when you're thinking about chip companies in particular, TSM is the platform for chip manufacturing. It doesn't matter who wins. We do think there are going to be many more competitors to NVIDIA. NVIDIA is still number one. Have you heard about Grok? Oh, yes. Grok we are invested in in our private fund.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Do you mean Grok with a Q? Yes, that's in our private fund. We do own Grok. And that's a very important company on the inference side of the equation.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Well, I think you're going to do very well. So, TSM though, is where all the chip manufacturers go for production. It is the most sophisticated manufacturer of chips in the world. There is geopolitical risk there. Most of its business is in Taiwan. It is diversifying into, certainly into the US and I think even into Europe. So I think that will continue to be a very important company as well.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
So I'd have to give you, and they're listed on our website, and I won't go in order, I'm sure. But of course, Tesla, Coinbase... Robinhood. Roku ist ein operating system for connected TVs, highly misunderstood stock. CRISPR Therapeutics, which is gene editing for sickle cell disease and beta thalassemia. Palantir, I think I've mentioned in the AI software space. Archer just moved into the top 10.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
It's the eVTOL company and it also signed a deal, an exclusive deal on both sides, which was quite impressive, with Andoril, which is the most sophisticated defense tech play and is Roblox? Oh, that's the one we're missing. Roblox.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und eines der Gründe, weshalb wir sehr früh Fragen gestellt haben, ist, was das ultimative mobile Gerät ist. Letztendlich wird es ein autonomes Fahrzeug sein. Apple should have been all over that. And they were trying. And we saw one management turnover after another. This is an AI project.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yes, it's a user-generated gaming company. And it's also a social platform. It started for children younger than 13 years old. And what's interesting about it is they've stayed with it because 60% of its user base now is above 13, which is very interesting. It's the largest user-generated platform Content Provider out there.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And what is fascinating about it is, I know one of my friend's daughter has started her own dress shop on Roblox. And what she doesn't understand is that she's learning about business, but she's also learning how to code, especially in this new vibe coding world. So I think it's going to be a very important company going forward. The interesting thing about gaming
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
und Technologietransitionen ist, dass es das einzige Unternehmensmedium ist, das sich nicht mit Technologietransitionen auseinandergesetzt hat. Es ist tatsächlich gestiegen, weil diejenigen, die ihre Spiele von 25 Jahren her lieben, sie immer noch spielen. Es ist gestiegen mit jeder Technologie-Revolution. User-generiertes Content in Gaming ist das nächste große Ding.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
A couple of things. Averaging into... either an ETF. What's an ETF? ETF, Exchange Traded Fund. So it treats a group of stocks like one stock. So ARKK is, it's nearly, it's 35, 36 stocks But you can buy them by purchasing ARKK.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And what we were learning as they were turning that team over time and again is they weren't getting AI right. They were not positioning correctly.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yes.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Right. And ARKK are our highest conviction stocks. And they offer an exposure to all of the innovation platforms that we've talked about. Whereas ARKI here in Europe is focused primarily on artificial intelligence and robotics. Because we think that convergence is going to be pretty explosive. What you don't get there...
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And you do get in ARKK, we also have in another very focused fund, ARKG, which is really healthcare applications of AI and other healthcare names that we think are going to be pretty transformative in the new world as regulators really understand how important AI is going to become to discovery, research, trials, development, to diagnostic tests and to curing disease.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yes, we have, well, in our public funds we've put them, I don't think we can own them here in the UK yet, but in the US we have them in some of our funds, both of them. Sie sind die Schlüssel zur Finanzversicherungsrevolution. Um die Menschen zu verstehen und sich damit zu fühlen, nennen wir es nicht die Kryptorevolution.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ich denke, Apple hat so viel Geld. Sie hat eine so leistungsvolle Kundenbasis. Es wird gut sein, aber vielleicht... Ihr Wachstum hat sich zu fast nichts gedreht. Und vielleicht wird es eine mature Cash Cow sein. Das ist nicht, was wir tun. Wir investieren in technologisch ermöglichte, disruptiven Innovationen. Die AI ist die größte technologische Disruption in der Geschichte.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Es ist die Digital-Assets-Revolution und es ist einfach die Finternet, die finanzielle Internet. Okay, also das, also wir tun, wir tun.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yes, we think Bitcoin is the biggest idea. It serves the three revolutions. Global monetary system, they do not. New asset class, they are part of a new asset class, but Bitcoin is going to be the biggest. And new technology, it's the most secure blockchain technology out there.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
So Ether and Solana, so the big three, those are the big three. And we think they'll all be successful, all three of them. Bitcoin the most. We're very interested in stable coins, but that's just like cash. And, you know, there are millions of crypto assets out there. We think most of them die.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
So, indirectly, right now, it is through Coinbase. They have a deal with Circle. Any revenue that Circle generates, its stablecoin is USDC. Any revenue, they split 50-50 in the US. Circle itself has announced that it is going public. And so we're looking forward to that.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Depends what you've bought. If you buy a strategy like ours, which would be in the aggressive growth strategy, put it, you know, averaging in over time, just like with Bitcoin, as I mentioned earlier, averaging in over time.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Averaging in means, you know, buy a little every month, maybe every payday. I think one of my daughters was buying Bitcoin every week, but not a Bitcoin, she couldn't do that, a Satoshi. And close your eyes. This is a long-term investment, if we're right, according to our analysis. Now, this is our research, our analysis, no promises, we can't do that.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yes, and my conviction is so high because of what I do on a day-to-day basis.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
But according to our research, the technologies around which we have centered our research, and which have focused our investments, they, we believe, will go up more than tenfold in the next five to ten years. Und das ist, wie viel explosiven Wachstum wir vor uns haben, als diese Technologien konvergen und unglaubliche Möglichkeiten für Investoren erzeugen.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und ich höre viele Menschen, als sie investieren, natürlich haben sie ihre Tagesjob, aber once they have accrued enough, So, wenn du recht bist, bedeutet das, dass ich mit deinem Fund 1.000% Rechnung machen würde? Ja. Yes, no promises, but this is all based on research and you can find it in our Big Ideas. Big Ideas 2025 is on our website, arc-invest.com.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And you can find a lot more information about our funds on arc-funds.com.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
It is not. And I want to make sure... Do your own research.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yes.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
But that's why we put ARK-Invest separate from the fund site, because that's just research. Learn. Learn what you're investing in. Or learn why we've invested... The way we have. You know, that's what we do all day long is we try and help. Well, first of all, we're doing the research. We are making the investments.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
But I think one of the most important things we do is communicate what we're doing and why we're doing it.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
If you look at what happened to the equity market when Trump was elected... The stock market. Yes, the stock market. It went crazy to the upside, as did our strategy. And why? The promise was deregulation. And that, I think, is underestimated, how important it is, because we're strangling in regulation. It's just... This is not our DNA. We've got to get out from under this. Lower taxes...
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und wenn sie es nicht richtig machen, werden wir nicht da sein.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Lower interest rates is what he wants, of course. And lower tariffs. What he didn't tell us was exactly how he was going to go about that process. And it has felt chaotic. And I've had to go out and explain what's going on, try to explain what's going on,
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und ich muss Ihnen sagen, es hat mich schrecklich gefühlt, zu sehen, was da los war, weil ich wusste, dass die Unternehmen paralysiert waren und dass wir eine Messe auf unseren Händen haben könnten. And I certainly communicated through my channels. Art communicated through his channels. In fact, I think in one publication he said, I have never been more scared in my career.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
We were trying to really... get into Trump's head. And I know President Trump listens to Art, but he also listens to a lot of other people, one of whom was Peter Navarro, who seemed to have a hold on Trump when it came to tariffs. And yet, when I saw Treasury Secretary Besant really push aside Navarro – and that could only happen with Trump – Ich wusste, wir werden in Ordnung sein.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ich wusste, wir werden in Ordnung sein. Denn durch all diesen Chaos, denke ich, was er versucht, zu tun, ist, nicht nur die Tarife in den USA über die Welt zu reduzieren, but maybe more important, get non-tariff trade barriers down. Like, for example, I didn't even know the UK would not accept our beef or ethanol. Well, now you're accepting our beef and ethanol.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
I don't know if people in the supermarkets will buy it, but anyway. But other countries, many, many more non-tariff trade barriers. And so he is just trying to Bust that up. Make it more visible. For example, Canada, I think they charged a 250% tariff on our milk. And one of President Trump's promises was to take care of the farmers. Okay, that's why you see the rhetoric around Canada.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Now, do I agree with his style? I would never do it that way. I'd never do it that way. And it was unfathomable, you know, for me, because he is sensitive to business and he must have known that everything was going to stop. But he also knows that he has to sound credible. So do you think it's going to work out? I do. And I think the stock market is beginning to smell it.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Many people used to invest in AI through one stock. That was NVIDIA. That was the check the box. I own the GPU, the chip manufacturer, which is the most important chip manufacturer in the AI age. And its valuation, meaning... Es ist ein Preis in Bezug auf die Einkommen. Es ist wirklich sehr hoch.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Okay, well, I have to give you our topic. So it would be Tesla? It would be Tesla, if I had to give you one stock.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Because think about it. It is a convergence among three of our major platforms. So robots, energy storage, AI. And it's not stopping with robo-taxis. There's a story beyond that with humanoid robots. And our $2,600 number has nothing for hobos. What are you concerned about in terms of the way that the world is going and everything that's happening?
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
I am such an optimist. I really do have to dig down deeply. If you had asked me this a few weeks ago, I would have said, you know, this tariff situation is going to blow the global economy up if we're not careful. So I'm much more settled about that right now. I'd have to say I am concerned that there are going to be people caught out von diesen neuen Technologien.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und für jede Art und Weise nicht bereit, sich anzupassen. Denn es werden große Möglichkeiten geben, wenn sie da sind. Und einer der Gründe, warum wir unsere Forschung abgeben, ich bin sehr erfreut, einen Podcast wie diesen zu machen, ist, diese Worte herauszufinden. Es gibt so viel Informationen. Ihr könnt einfach auf unsere Website gehen und unsere Podcasts hören.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und wenn euch etwas inspiriert, dann geht es. Denn die Möglichkeiten werden enorm sein.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Retailers in like shops and stuff and... Yes, although if they adapt with more social personal experiences, I think that anything physical you'll want to have a social dynamic associated with it. But in terms of what I think is going to happen to retail is we're going to have our personal shopping assistants. Und sie werden antizipieren, was wir wollen. Ich kann nicht warten, ich hasse Shopping.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Sie werden antizipieren, was wir wollen. Oder sie werden sozusagen etwas flaggen, was sie wissen würden, wenn wir es gewusst hätten, dass es vorhanden ist. Und sie werden all die traditionellen Ressourcen entgegensteuern, weil sie überall in der Welt gehen können. Ja, das ist mein Wunsch auch.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Aber ich denke, wenn wir helfen können, dass die Menschen verstehen, dass sie viel Kontrolle über das haben, Wenn sie bereit sind zu lernen und zu träumen und ihre Vorstellungen zu nutzen. Nicht jeder ist das. Nicht jeder ist das, wie du weißt. Aber sie müssen es zumindest für ihre Kinder tun.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ja.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und wir sagten damals, wenn die Valuierung von NVIDIA richtig ist, werden es viele andere Gewinner sein. Wer sind sie? Well, our largest position in the flagship strategy ARKK is Tesla.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
But that's why we're out there. And the important word that you used was initiative. Because I really think, you know, when people hear the word inequality, they like to blame something, right? There will be no reason for this. I'm sure someone's going to come back at me for saying that. But of course there are people who we have to help along the way. No question about it.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Aber für diejenigen, die gesund sind und diesen Podcast hören und sagen, ich weiß nicht genau, worüber sie spricht, aber ich werde anfangen, auf einige dieser neuen Wege, Dinge zu tun, zu lesen und sicherzustellen, dass sie es zumindest verstehen. Ich denke, mit dieser Art von Initiative werden sie es finden. Sie werden es einfach finden. Es wird so viele Möglichkeiten geben.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Es wird so spannend werden. Und ich denke, wiederum, Kreativität und vor allem junge Menschen, die ihre Vorstellungen verwenden, sie werden nicht von irgendwelchen vorgelegten Vorstellungen zurückgehalten.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
You know what's really good about that? That will motivate you.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Of course it does. It's great.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And as we were trying to help people understand why we were swapping away from Nvidia to stocks like Tesla and Palantir, which is a software provider, we were trying to explain that this new world around AI is going to happen very quickly. Und Tesla ist das größte AI-Projekt auf der Erde. Ich habe das auf X gepostet und Elon hat es genossen, also muss es wahr sein.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Du weißt, wir haben viel gelernt von dem alten Spiel von Go.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Also, Sie haben über AlphaGo gehört, das war Google, das Alphabet, das im Grunde eine Programme besetzt, um gegen die Go-Champions zu kämpfen. Go ist viel komplizierter als Chess.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
So I think the champion of the world at the time was a South Korean. And he was sure he was going to beat this machine. Well, the machine beat him. And he was crestfallen. And then he got his chutzpah, to use New York word, back. And he said, wait a minute. I'm gonna start playing against machines. Und jetzt spielt er gegen Maschinen.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Sein Spiel ist so viel besser, als wenn er gegen Menschen kämpft. Und diese Wettbewerbe sind die wichtigsten. Wenn er gegen andere Menschen kämpft, hat die Maschine ihn als Champion gehalten. Und natürlich benutzt jeder die Maschine. Also werden wir... Artifizierte Intelligenz... Aber er kann noch nicht gegen eine Maschine kämpfen, kann er?
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Nein, er kann es nicht. Ich meine, er kann es manchmal. Aber Menschen wollen nicht, dass Maschinen gegen Maschinen kämpfen.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Right, right, right. But then your robot and your AI is really focused on the past, right? That's what it's ingested.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Pattern recognition.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
But that's why we chose the word disruptive. Disruptive means the traditional world order and patterns, therefore, that the robots and others will recognize, is going to change. Right?
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
So, when we're doing our research... We have a white sheet of paper. There's no history for this. Right? And so we're doing a lot of original research. So AI machines might use our research because we put it out there.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
zwei Jahre weg. Und es scheint, dass wir jetzt PhDs und Rocket-Wissenschaftler in der AI-Welt generieren können. Also ist er wahrscheinlich richtig. Aber ich denke auch daran, dass wir das als Superintelligenz geben. Könnte Chat-GBT das tun, was wir getan haben? Vielleicht, ich weiß es nicht. Eigentlich ist es ein sehr interessanter Übergang.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ich werde unseren Team dazu bitten, das zu tun, bevor wir es rausnehmen. Um ein Modell zu machen, ein SpaceX-Modell, ein Finanzmodell. Einkommensstatement, Börsenschein, Cashflow-Statement zwischen jetzt und 2050, wenn wir haben, in den 2040s, Elon erwartet, wenn nicht später, Mars zu kolonisieren. Ich werde sehen, welches Modell es mit zurückkommt.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
In terms of how correct it is and what it uses to get there.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
A financial model. Or income statement.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Income statement.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yes, in the private fund, yes.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And now, with over 40 years of market insight, she's showing you how and where to invest too. Die Technologie ist die größte technologische Veränderung in der Geschichte. Und diese unglaubliche Zahl der Veränderungen macht die Menschen ungeheuer. Aber wenn man auf der rechten Seite der Veränderung ist, werden die Investitionen und die Arbeitsangelegenheiten enorm sein.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yes.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yeah. This will be very interesting.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Aber es ist wahr, wenn unsere Forschung korrekt ist. Wir glauben, dass... Das gesamte Ökosystem, das mit autonomen Taxi-Netzwerken verbunden ist, wird 8 bis 10 Trillionen Dollar wert sein in Bezug auf die Revenue-Generation in den nächsten fünf bis zehn Jahren. Und wenn Sie das in den Kontext stellen wollen, ist die gesamte Welt-GDP heute rund 130 Trillionen.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yes. I'm not sure if you asked the question that way. Did you say...
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
I wonder how long it's going to think.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yeah, it's going to think a long time, I have a feeling. And then it's going to take you through. And I think, you know, it was interesting, DeepSeek. The breakthrough it had on the reasoning side was it kept asking questions so it could get to the right answer faster. I think they're all adopting it now because DeepSeek is open source.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Das ist, was sie sagten. Sie sagten, 6 Millionen Dollar, trainiert auf einer hochwertigen Werkstatt. Und das hat natürlich einen Trillionen-Dollar-Wert von Schaden im US-Markt mit NVIDIA, einer der größten Verletzungen, weil die Leute sagten, warte mal. Wir machen diese Datenzentren. Ich meine, wir brauchen nicht all diese großen Datenzentren-Server, um dieses Werk zu machen.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Wir könnten eine hochwertige Werkstatt für 6 Millionen Dollar machen. Die Antwort ist, das Prätraining für das Modell wurde auf einem 50.000 GPU-Kluster gemacht, das der Hedgefonds hatte. Und der letzte Schritt des großen Sprachmodells war der 6-Millionen-Dollar-Step.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
All right. And I have to, to be honest, I haven't seen the last stage of this model. We haven't, that would be very interesting. I'd love to get a copy of that, if you could send it to me, can you?
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Mein Vorschlag an alle jungen Menschen, die in ihren ersten Job, aber auch späteren Jobs kommen, ist, dass meine Mission, als ich angefangen habe, war, meinen Boss brillant zu machen. Warum sage ich das? Es ist heute viel mehr möglich als damals, als es damals war, als es keine Computers und keine Smartphones gab, als ich angefangen habe. But what did I do? My boss wanted to communicate.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
He was an economist. He wanted to communicate in charts that he couldn't find. So I figured out a way. I went to our time-sharing system. Das war alles, was man damals machen konnte. Zeitschreibung ist eine ältere, mainframe Technologie. Und ich habe eine Art und Weise herausgefunden, diese Charts zu machen und ihn zu erfreuen. Und ich habe es lieb gemacht und ich habe gelernt.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ich habe gelernt über Technologie und über die Ökonomie durch ihn. Das war die erste Sache. Warum ist es wichtig, deinen Boss gut zu machen? Well, I think because if you do make him look good, first of all, you owe him a debt of gratitude if he turns around and gives you more growth opportunities. But if he or she doesn't...
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Dann ist es Zeit, in den nächsten Ort zu gehen, wo man den nächsten Boss brillant machen kann und vielleicht die Größertrajectorie hat. Ich hatte Bossen, die liebten den Fakt, dass ich das, was ich tue, liebte, dass ich so eine hohe Überzeugung hatte, was ich tue. Und ich gebe Art Laffer viel Kredit für das. Als ich in die finanzielle Welt ging,
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
I knew more about economics than most of the people in the room. And that was a great source of confidence, a great source of confidence. And when I was leaving that firm, someone said, my boss at the time said, I was moving from L.A. to New York, my boss said, You've only been doing this for three years. You're not ready to become their economist. And I just thought I was ready.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Also wird 10 Trillionen die Niedel bewegen.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And more important, the company to which I was going thought I was ready. And as I was leaving, both he and others said, remember, you know more about economics than anyone else in the room. So take that with you. And I did. And I think that sense of confidence... in der Wahrnehmung, wie die Welt funktioniert, aus einer makroökonomischen Sicht, war kritisch wichtig.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Als ich in New York kam, konnte ich nicht mal den Namen von Art Laffer sprechen. Denn die Laffer-Kurve sagt, dass man, wenn man zu hohe Ausgaben zahlt, mehr Revenue bekommt. And what had happened is Ronald Reagan had cut tax rates, but Paul Volcker at the Fed was trying to starve the economy of inflation. So we were in back-to-back recessions and no, the government wasn't getting more revenue.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
So Art Laffer was, you know, on, I couldn't say anything, but... Das war in Ordnung. Ich wusste, dass er richtig sein wird. Und wir waren richtig. Das war die Geschichte der 80er und 90er Jahre. Und das ist der Grund, warum die Genison Associates und der Chef-Investor dort, Sig Sigalis, mir die Gelegenheit gab, in die Recherche zu gehen. Ich wollte wachsen. Ich liebte den Stockmarkt.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ja, also die Cybercabs werden nächstes Jahr lanciert. Aber in Austin im Juni, das werden Model Ys sein. Und ich suche, ein weiteres Model Y zu kaufen, weil es im Endeffekt ein Cybercab sein wird. Und wenn ich es wählen würde, könnte ich meinen... Model Y fährt mich zur Arbeit und dann lasse ich es für den Tag laufen und erhalte Geld darauf, habe es mich am Ende der Nacht aufgehoben.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und er liebte meine Überzeugung. Und so hat er mich auf zyklische Firmen gestartet, über die ich natürlich viel wissen würde. Aber Janison war primär eine technologieorientierte Firma. Und natürlich wollte ich, das zu wissen, den Boss zu erfreuen. Ich wollte in die Technologien hineingehen. Und ich habe es mein Geschäft gemacht, so viel über sie zu wissen.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und ich war die Einzige, die sich bereit war, Stoffe außerhalb der USA zu recherchieren. Denk daran jetzt.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ja.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Oh, we did?
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Er war so wichtig für meine Karriere. Jetzt werde ich ein wenig weinen, aber ich gab ihm 1% meiner Firma, als ich angefangen habe. Und er hat es verdient. Er hat es verdient, weil er mir einen großen Break gegeben hat. Er glaubte an mich zuerst. Was macht dich emotional? I don't know. We have. We've gone through our life together.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
And what's so interesting now is, so interesting and fun, is Bitcoin has rejuvenated art. He's 85 years old or 84. Ich sehe seine Enttäuschung und er will die Worte weltweit verbreiten. Und jetzt gehen wir zusammen in Stablecoins. Und er hat gerade einen Account auf X gestartet. Er hat ein Flipphone. Er macht kein E-Mail, aber er hat gerade einen Account auf X gestartet.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und jetzt haben wir diese Technologie-Verhältnisse, weil er nicht in die Technologie gegangen ist. Aber er weiß, er sieht, wie ARK insgesamt, wir haben 3,3 Millionen Follower. Und er sieht den Zugang. Das X hat. Und er ist auch, ich denke, die andere Sache, und ich habe deine Frage nicht beantwortet, es war einfach sehr schön von ihm, das zu tun.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ich sehe, es ist eine gezeichnete eine Seite und sehr süß.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Well, there are just a few, one thing that it's not that crazy, but it just gives you a sense of how not obvious in the early days of ARC. I remember saying, I remember saying, well, you know, autonomous vehicles are robots. And I was in a research meeting and everybody said, no, they're not. Natürlich sind sie es. Es ist eine verrückte Idee. Es gibt einige Dinge, die ich sagen würde.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und das, was von unserer Sicht wichtig ist, ist diese Konvergenz-Idee. Robotik, KI, Energieversorgung. Warte mal, das ist eine sehr große Idee. So it seemed like, no, I was like, I think it is. And so it was like we were, you know, feeling our way in the dark because that was 2014 and nobody was really talking about them. And there was something like that very recently.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und einige Leute werden das tun. Und Tesla wird die Plattform dafür bieten.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Oh, we were talking, it's not a crazy idea, it's just we're trying to solve problems. Someone... As we were going on and on at our brainstorm on Friday about humanoid robots, someone, he's our, what do we call him, curmudgeon. No, good way, in a good way.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Curmudgeon means... Contrarian? Contrarian-like, yeah, yeah, yeah, that's not going to work. Humanoid Robots, he said, I don't think that's going to be a thing. He said, we really need robots that are going to be able to carry a lot more in terms of weight than those things will on those stilts. And in my mind kind of flashed, Ich weiß, dass das nicht so verrückt klingt, aber...
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
I just imagining the future, going to Disneyland when I'm 11 years old. We had just come over from Ireland and seeing someone holding a phone on the carousel for progress and, you know, saying, I'm going to have one of those. It sounded crazy at the time and I felt a little crazy, but always... So you think we're going to have transformer robots? Yeah.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yeah, and everybody laughed at me. But I think that's going to happen. Another one was, and this was on, these are just little ideas in terms of how things hit my brain, but someone was talking about boring, which is another one of Elon's companies, the underground transportation.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yeah, I forget what someone said in a post on X. Aber meine Antwort war natürlich Mars. Und die Leute lachen darüber. Und dann, als sie darüber gesprochen haben, sagten sie, natürlich werden sie das Verkehrssystem unter dem Boden legen. Wir haben gelernt, warum man es nicht auf dem Boden von der Erde haben sollte. Also nur kleine Dinge, die mich in einer lustigen Weise fangen.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Es ist nicht der verrücktste. Sie sind einfach so, oh, vielleicht ist das die Art, wie Dinge funktionieren werden.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ja, die Transporte, breit definiert, ja. Und es ist nicht nur auf dem Boden, natürlich. Als wir die Autonomie von Taxis studiert haben, glauben wir, dass die Kosten des Verkehrs ziemlich dramatisch runterkommen werden. Also in den USA kostet ein Uber heute ungefähr zwei bis vier Dollar pro Meile.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Er bringt uns so weit weg, dass, du weißt, es wird nur ein Rundweg sein, den er für Jahre und Jahre geschaffen hat. Denk daran, Mars 2040, 2050, du weißt.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Thank you, Stephen. Thank you for doing what you do. And it's been an honor and a privilege. And I know you have an incredible audience. You've built a fantastic business here. And I have a feeling that this new world that you're fearing is going to be very good to you.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yes. Thank you.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
At scale, now this may not be for 5 to 10 years, but this is the direction that Tesla certainly is headed. We believe that Tesla will be able to offer a service for 25 cents per mile. Und dadurch denken wir, dass es in den Straßen viel mehr Verschmutzung geben wird. Wenn man den Preis von etwas zahlt, bekommt man mehr davon. Und das hat uns in die Luft gebracht.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Und deshalb haben wir E-VTOLs studiert. Was ist ein E-VTOL? Ein E-VTOL ist ein elektrisches Fahrzeug, das auf und ab landet.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
in Phase 1. Denkt daran, dass wenn Sie in Phase 1 den Krebs entdecken, Sie die meisten Menschen retten können. Und vielleicht sogar vor Phase 1. Warum? Das ist die Konvergenz von Sequenztechnologien, also DNA, RNA, Protein-Sequenz. Und die dritte Technologie, die bereits einen Unterschied macht, ist CRISPR-Gen-Editing. Die Konvergenz dieser drei Technologien beginnt, Krankheiten zu heilen.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Eine Firma namens CRISPR Therapeutics, eine der größten in unserem ARKG-Fund und in den Top 10 in unserem ARKK-Fund, Er hat eine Therapie entwickelt, um die Krankheitszellen- und Beta-Thalassemie zu retten. Beide sind blutrelevanten Krankheiten mit einer Therapie. Denkt daran. Die Prä-Konditionierung für das ist schrecklich. Es ist fast wie Chemotherapie, die sich verändern wird.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Aber es gibt eine große Anforderung dafür. Diese Menschen gehen in die Emergency Room. Also es gibt drei oder vier verschiedene Firmen, die du hier erwähnt hast. Tesla, der andere war Archer. Archer ist die E-VTOL-Familie, ja.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ja.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Right, on the old stock.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Aber die Leute wissen nicht, was sie tun. Zum Beispiel denken viele, dass Apple ein sehr sicheres Investitionen ist. Es wird wahrscheinlich von der Artifizierten Intelligenz überwacht. Aber ja, Tesla wird das Größte sein.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Yes, well, we were right about two years or Tesla got to where we believed it would go two years before most expected. You know, in 2018 and 19, many people, as Elon was described, discussing and describing production hell for the Model 3, many people thought the company would go bankrupt. And yet we knew that if Elon Musk could create a reusable rocket
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
die auf einem Barsch im Wasser landen könnte, würde er herausfinden, wie er die Model 3 auf der Bühne produzieren kann. Das war für uns eine einfache Schlussfolgerung. Nun, im Hinterkopf, als wir von Tesla lernen, war die Produktion ein Schmerz. Und sie selbst waren überrascht. Das ist, weshalb Elon auf dem Boden in der Produktionsfabrik schlief und einfach maniakal involviert wurde.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Das ist, wie er funktioniert. Und jetzt ist unsere Prediktion, ich werde nicht genau richtig sein, 270, 280 Dollar, unsere Prediktion in fünf Jahren ist 2.600. Und 90 Prozent dieser Wertung kommt nicht aus dem elektrischen Fahrzeug, sondern aus dieser Robotaxi-Plattform. Because the electric car, if you think about it, is a one-shot sale.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Sell and hope they come back when they're replacing their car.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
Ja, weil Tesla das größte AI-Projekt auf der Erde ist. Also muss AI eine Top-Priorität sein, nicht ein Nachdenken.
The Diary Of A CEO with Steven Bartlett
World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood
It probably could be, you could subscribe to the network or they could, you know, maybe it could be either or subscription or a la carte if you don't think you're going to use it that much. So. Jetzt, wenn ich hier in den USA und Europa bin, glauben viele Menschen nicht daran, was du gerade gesagt hast. Und sie glauben nicht daran, weil deine Regulierer hier kein FSD ermöglichen.