Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package
episodePreviously titled “Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package” — renamed by the publisher on Aug 6, 2026
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One of the most disruptive and innovative forces in the ETF world today. The investor queen, Cathie Wood. The ARK Innovation ETF trading now near a 52-week high. Returned an astounding 148%.
Returning more than 170% last year, now has $17 billion under management. My conviction is so high because of what I do on a day-to-day basis. We are doing original research, trying to figure out these companies that are going to transform the world.
Ladies and gentlemen, please welcome Arc'd Invest's Cathie Wood.
well greetings I'm so delighted to be here my maiden voyage and I am here to talk about how the world's going to transform during the next five to ten years and how much more rapidly we will see real GDP grow and how low inflation is going to be and why. So here we go. Here is a timeline of innovation. And you can see it goes into the 1700s. And our chief futurist, Brett Winton, in conjunction with academics, pulled this together. And what you're seeing here is the impact of innovation on productivity. And you can see in this time we've had two great eras. The first one was in the late 1800s, early 1900s. Telephone, electricity, internal combustion engine. Huge boost in GDP growth. And in fact, prior to that, for the 400 years prior to that, real GDP growth had been averaging about 0.6% per year.
Very slow. After that, we went into a 125-year period of 3% real GDP growth. So a five-fold increase from 0.6 to 3%. You have to move forward to today to see multiple innovation platforms evolving at the same time. 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. Just think about that. one S-curve feeding another S-curve feeding another S-curve.
That's why we're going to see explosive growth. Another example is in the healthcare space. While the autonomous mobility space might be the biggest revenue generator in the short term, We believe that the most profound application of AI is in healthcare. And that's the convergence of sequencing technologies and artificial intelligence and technologies like CRISPR gene editing. And I think this is the sleeper. It's the most inefficiently priced part of the market.
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