Cathie Wood

speaker

930 appearances 6 recordings 5 series first heard Jun 2025 last heard 16 Feb

Cathie Wood’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Feb 2026 with 3.

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And while GDP didn't show it, and so if you don't dig beneath that headline growth rate, you can't understand this.

When you talk to companies, you definitely understand it.

Well, the way we analyze what's going on in the tech stack is we look at

the infrastructure layers, so chips and data centers.

We look at platform as a service, poster child there is Palantir.

And then applications, including software as a service.

If you think of SaaS, SaaS was really a one size fits all.

What we can do now with companies like Palantir, or even just internally,

We can customize software to our own needs.

We don't need one size fits all.

Now, this is an oversimplification.

I think what will happen in software as a service, and we called it, we said the share is shifting from SaaS to platform.

That's been absolutely right.

We'll probably end up with one or two major SaaS players as they consolidate the market, sort of like retail.

Walmart kind of consolidated the market as Amazon took enormous share.

JP Morgan and the banking space will probably do the same thing.

So I'm not saying it's death and destruction for everyone.

These companies do have very good installed bases.

They're just going to have to introduce a little more customization, which is different for them.

Yes, so it's an important moment for Tesla.

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