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 monthsRecordings per month over the last 12 months — 5 in all, peaking in Feb 2026 with 3.
Appearances
I may not have that completely.
Well, you think about humanoid robots, it's the same three innovation platforms.
Robotics, it's just 200,000 times more complicated, as we stated there, than a robotaxi.
So robotics, energy storage, and AI.
It's the same three platforms as for a robotaxi.
So Tesla has cut its teeth on the robotaxi, very simple robot,
And while it is scaling that, and the cash flow generation from this subscription model is going to be enormous, and it's going to fund the optimist strategy.
And as you know, they also announced that Tesla invested $2 billion into XAI, whose appetite for chips and power is enormous.
And we've also heard in the last
few days about the possibility of SpaceX and XAI and maybe even Tesla getting together.
You know what he's doing?
Because he's in China, he recognizes how far ahead China is in
capitalizing on this convergence among technologies.
On our brainstorm today, a person who has really good knowledge of inside China said, you know, all of these companies, you hear about them individually, the robotics companies, so Unitary, and the battery companies, CATL, and AI companies, well, all of their hyperscalers now, and DeepSeek.
they're all working together.
And in a way that many of our companies are not.
We're very siloed here in the United States.
And part of the reason, and it's a big flaw when it comes to innovation, part of the reason is the way the traditional asset management world, and even venture capital is set up, is very siloed into...
sectors or industries or even sub-industries.
I mean, there are a lot of asset management firms that are very proud that they have five healthcare analysts.
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