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Cathie Wood

👤 Speaker
1424 total appearances

Appearances Over Time

Podcast Appearances

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

And in a way that many of our companies are not.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

We're very siloed here in the United States.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

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...

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

sectors or industries or even sub-industries.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

I mean, there are a lot of asset management firms that are very proud that they have five healthcare analysts.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

Well, in the new world, you're going to have to get rid of that siloed world and think in terms of these technologies.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

That's where the silos are, but how they're going to work together.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

to cut across sectors, across industries.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

So we're not set up correctly.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

China has the right mindset.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

Elon knows it.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

We think it's very possible.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

And it would take, especially given our research on

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

how quickly the cost of rocket launches is diminishing, and how much more capable they are of carrying more load.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

So we think it's very possible.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

And you get rid of a number of problems, power problems.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

You know, to hook up to our grid is taking five years now for companies.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

That's why Elon in Memphis, Tennessee just roped together a bunch of generators

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

you know, not the most efficient, but he got the job done because the regulatory hurdles that everyone has to go through are ridiculous.

The Rundown
Cathie Wood on Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom

Now, thank goodness this administration is focused on getting those regulatory hurdles down in a big way, especially on the energy side.