Cathie Wood 深度访谈

Cathie Wood outlines her five innovation platforms: robotics, energy storage, AI, blockchain technology, and multiomic sequencing. She oversees nearly $30 billion investing in technologically enabled companies that will transform the world as we know it.

Wood's contrarian view: Apple, despite its cash hoard and loyal customer base, is vulnerable to AI disruption. The ultimate mobile device is an autonomous vehicle, and Apple's management turnover in their car project suggests they're not getting AI right.

Wood explains why Ark has invested over $2 billion in Tesla — not as a car company but as the largest AI project on Earth. Tesla's autonomous driving, robotics, and energy businesses make it the convergence point of multiple innovation platforms.

Wood's bullish case for Bitcoin: a new asset class representing a global monetary system, backed by the largest computer network in the world, never hacked since 2009. She believes Bitcoin could multiply 15x in the next 5 years.

Wood shares her top public stock picks: Tesla, Coinbase, Robinhood, Roku, CRISPR Therapeutics, Palantir, Nvidia, TSMC, and others. She emphasizes getting on the right side of change and that these investments will go up more than tenfold in 5-10 years.