Cathie Wood is placing some of the boldest bets in investing history, spanning AI, robotaxis, brain chips, crypto, and even space. In this episode of Bankless, the ARK Invest CEO joins Chief Futurist Brett Winton to break down her five highest-conviction technologies - opportunities she believes could unlock over $20 trillion in enterprise value.
You’ll hear why Elon Musk’s empire is at the center of it all, how Tesla’s robotaxis could become the biggest AI project on Earth, and why Neuralink, Starship, and stablecoins are converging to spark a new era of productivity and exponential growth.
This isn’t just tech optimism - it’s Cathie Wood’s vision for the future of innovation.

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TIMESTAMPS

0:00 Intro
3:07 Elon Musk and the Data Flywheel
9:58 The Power of Wright’s Law
17:28 Forecasting AI’s Trillion-Dollar Impact
21:36 Why ARK Owns xAI, OpenAI, and Anthropic
27:05 Google and Apple’s AI Blindspots
33:54 Why X Merged with xAI
42:16 Robotaxis: The Biggest AI Project on Earth
50:03 Robo GDP: AI’s Real-World Economic Boost
53:33 Tesla’s Scaling Advantage
59:28 The Humanoid Opportunity
1:07:08 Neuralink: AI, Enhanced
1:12:00 Starlink & SpaceX: The $2.5T Bet
1:18:27 Crypto’s Stablecoin Supercycle
1:29:45 Macro & Trump’s Strategy

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RESOURCES

Cathie Wood
https://x.com/CathieDWood

Brett Winton
https://x.com/wintonARK

Ark’s SpaceX Report
https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures