Zaid

So in today's episode, we're gonna take a look at what SanDisk actually does, why AI has turned this boring storage company into the hottest stock in the world, the bull and bear case moving forward, and if the stock has any gas left in the tank, or if it's just another AI-fueled bubble waiting to burst.

We got a great one for you today.

Let's dive in.

Welcome back to the Rundown interview edition.

Today, we are talking to Kathy Wood, the CEO of ARK Invest.

Kathy is a legend in the investing space.

She's known for investing in disruptive technologies.

So in today's conversation, we talked about the big themes for 2026, including AI, robotics, and robo-taxis.

We also talked about Tesla's advantages moving forward, why Elon might merge XAI and SpaceX, and a fun debate about Bitcoin versus gold.

I got to say, this was one of my favorite interviews I've ever done.

I think you guys are really going to enjoy this one.

So let's get into it.

Kathy Wood, welcome to The Rundown.

I'm super excited to talk to you.

This is a big moment for me.

And I wanted to start off by talking about the yearly ARK Big Idea Report.

I look forward to it every year, and you guys just posted it last week.

And the theme from this report is the Great Acceleration.

Now, I like the title, but I feel like we've been moving pretty fast the last few years.

So what's interesting is you guys think that we're going to move even faster.