All-In with Chamath, Jason, Sacks & Friedberg
Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package
14 Oct 2025
(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI’s once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie’s bull case for Bitcoin $1M (11:38) Opening up access to innovation for retail (14:32) Cathie explains Ark’s strategies for bull and bear markets (16:01) Thoughts on Elon’s trillion-dollar pay package Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana’s global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world’s largest prediction market. https://www.polymarket.com/ Follow Cathie Wood: https://x.com/cathiedwood Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
Full Episode
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
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