

Cathie Wood: Turning Failure Into Innovation
16 snips Sep 24, 2025
Cathie Wood, Founder and CEO of ARK Invest, discusses her bullish optimism on Tesla and AI, emphasizing why she believes failure fuels innovation. She praises Elon Musk as the greatest innovator and shares insights on the potential of robotaxis. Reflecting on the 80% drawdown of her funds, she highlights the importance of understanding investments and maintaining conviction. Cathie also addresses the growing competition in AI and robotics, asserting the vital role of founder-led companies in navigating disruptive markets.
AI Snips
Chapters
Books
Transcript
Episode notes
Founder-Led Firms Drive Rapid Innovation
- Founder-led companies set culture and enable rapid innovation in turbulent times.
- Cathie Wood says visionary founders are essential when disruption accelerates.
Bitcoin Validated ARK's Early Vision
- Early Bitcoin exposure helped ARK break through in 2017 as prices surged.
- Cathie Wood credits Bitcoin's 2017 rally with validating ARK's innovation focus.
Policy Shifts Boost U.S. Innovation Returns
- Deregulation and corporate tax cuts in the U.S. should raise return on invested capital and support the dollar.
- Cathie Wood argues these policy shifts help explain strong U.S. market performance.