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Zaid

👤 Speaker
1564 total appearances

Appearances Over Time

Podcast Appearances

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

The big announcement this week was where they're winding down the Model S and Model X, and then they're going to convert those factories to make Optimus.

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

And so that was huge.

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

And to me, it's like,

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

They're fully pivoting away from just being a car company and really embracing the robotics and AI themes.

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

What's your reaction to that?

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

Because I saw that too.

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

And I'm like, this is, I feel like Elon's like doing some big picture play here to kind of just put everything under one roof.

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

Do you – how do you – what do you think when you hear about all these talks of data centers in space?

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

And I feel like that was kind of one of the reasons he's trying to do this, potentially do this, is because of data centers in space.

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

People have talked about how it might be cheaper to launch these data centers in space than build them here in the U.S., and especially with the cost of rocket launches going down thanks to all the innovation that SpaceX does.

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

By the way, SpaceX, I feel like has the least amount of haters than anyone.

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

Everyone agrees that SpaceX is just like the most marvelous company out there.

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

They're just like doing incredible work.

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

And so I think maybe, you know, when I hear data centers in space, though, that might be a bridge too far, even for me.

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

Yeah, that news started going around a few months ago, and I'm just like, is this really going to happen?

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

But when you lay out the case, especially the concerns around prices of energy going up, especially in the US, everyone's kind of worried.

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

These data centers going into my backyard, that's going to jack up my power bill.

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

And so putting it in space, unlimited energy.

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

Now, I'm still like, how do you maintain a data center in space?

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

All these questions.