Cathie Wood

All of our technologies, so there are five major platforms, they involve 14 different technologies, they're all converging with one another, with AI being the biggest catalyst at the speed of this convergence.

A few, I'm going to say a couple of months ago,

Elon ha postato su X, hey, penso che le mie compagnie convergeranno ancora più di quello che ho capito.

E abbiamo amato sentire questo.

Quindi penso che in termini di Tesla con SpaceX e XAI, vuole ringraziare i shareholder di Tesla per tenere su

e credere nell'opportunità di un'autonomia di taxi, l'opportunità di un'autonomia di robotaxi.

E penso che siamo sorpresi, sorpresi con piacere, di quanto velocemente la scala del mercato robotaxi per Tesla...

In the next year even, in the latest earnings call, Elon said that he expected robotaxis to be in 25 to 50 percent of the large cities in the United States by the end of this year.

Ora, non avranno tutta la copertura di queste città, ma questo sarebbe straordinario.

Bisognerà di qualche aiuto dalla regolazione federale per raggiungere il 50%, ma è chiaro che il segretario di trasporti sta considerando fare questo

federal legislative effort instead of state by state because of course cars do drive from one state to another which would put regulation into federal hands we think.

Yeah, so we're putting a paper out, I would say, in the next couple of weeks about quantum.

In Big Ideas you can see kind of a preliminary thought.

In Big Ideas and in a section called The Great Acceleration by Brett Winton, our chief futurist,

We show the progress in quantum that Google, which is at the bleeding edge of quantum computing, that Google has made.

And it has doubled the most important metric in terms of gauging, are we ready for prime time?

It has doubled the number of qubits in the last four years.

That is slower than Moore's Law scaling, right?

And if it continues at that pace, and typically technologies do continue at the pace at which they start, then quantum computing is not going to be commercially viable until 2064.

If...