March 13, 2024

Cathie Wood on Tesla's AI Upside, Decision to Sell Nvidia, and Bitcoin's Rally

30 minutes

Cathie Wood, Founder and CEO of ARK Invest, explains the decision to trim ARK's $NVDA stake & lays out the competitive risks the company faces. Wood also says she thinks Tesla is the largest AI project in the world, adding that Tesla's AI chip will redefine transportation from human-driven to autonomous. (Recorded 3/11/24)

Chapters

00:00 Monetary Policy's Impact on Tech

5:08 Cyclical Correction for AI?

7:27 Selling Nvidia

11:07 Tesla's AI

12:33 Elon Musk & AI

14:40 Humanoid Robotics

17:40 Reddit IPO

20:23 Social Media

24:17 Investing Overseas

27:27 Bitcoin Rally

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