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
Why?
Because it's the convergence of the same three technologies, robotics, energy storage, and AI.
So I think that price target, obviously, if Optimus is successful, and we believe it will be, we think that humanoid robots is evolving into a $26 trillion opportunity, half in the home, half in manufacturing plants.
Well, I think it's constant chipping away.
In his first administration, I think President Trump said, for every regulation you put in place, you have to take away two.
And so it's a mindset in this administration, and I think we have it.
We're seeing amazing deregulation in the healthcare, on the healthcare front.
And I don't think many people understand that the FDA has decided that animal testing is no longer necessary for monoclonal antibodies.
And I don't think they're as aware of how the FDA is harnessing AI itself and encouraging the companies it regulates to start using AI.
So I think it's a mindset shift, and I think it is happening.
I think the most profound deregulation is taking place
uh in the energy uh realm and uh that's not just uh oil and gas and so forth it's nuclear uh if we in the 70s had not started regulating nuclear the way we did and driving construction costs up electricity prices today would be
40% lower than they are.
And so we think as nuclear comes on stream, that it will serve to take some of the edge off of the increase to electricity prices that data centers are causing now.
Well, we have had, year to date I think, our ETFs have roughly a billion dollars in inflows, heavily skewed to space exploration and defense, for obvious reasons, and then autonomous technology and robotics.
I think that autonomous taxis and drones
Very big parts of that fund as well.
And then our flagship strategy is also starting to inflow.
It had been held down by the multi omics theme.
So this is what we used to call the genomic revolution.
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