Cathie Wood

So for the first time in 125 years.

This time there are five platforms, not three major platforms, and they involve 15 different technologies.

This is very important in terms of how to research and analyze the world.

It's not going to be by sector or industry anymore.

It is going to be by technology, because technology is permeating every sector, every industry, and blurring the lines between them.

So you can see five here.

We believe that the productivity uplift here is going to be so strong during the next five to 10 years.

And I think President Trump's tax package is going to turbocharge this.

That real GDP growth will accelerate from that 3% where it has been for the last 125 years

towards seven percent plus and we think that could be conservative that's a little more than two times as opposed to the five-fold uplift before so get ready but the other thing that we think is going to happen is that inflation is going to surprise significantly on the low side of expectations we would not be surprised to see zero percent inflation or less

as we exit the tariffs here and and the way they're uh getting through the indexes and move forward into this new age of technological explosion one of the reasons for this explosion is not just the five platforms so i should have named them robotics energy storage

artificial intelligence, blockchain technology, and multi-omic sequencing.

Five major platforms involving 15 different technologies.

And here you can see why we think we're going to see explosive growth.

It is the convergence between and among these technologies.

So just to give you two examples of convergence.

In the autonomous mobility space, that is the convergence of robotics, energy storage, and artificial intelligence.

Now, each one of those technologies or platforms is following its own S-curve.

And we are moving into the sweet spot of the S-curve now that autonomous taxis are debuting in the case of Tesla in Austin and San Francisco.

Waymo's been there for a while.