Moonshots with Peter Diamandis Cathie Wood's 2026 Vision: 7% GDP Growth, Rising AI Demand, US vs. China, Robotaxis, and Bitcoin w/ Salim Ismail, AWG & Dave Blundin | EP #226
430 snips
Jan 29, 2026 
Cathie Wood, ARK Invest founder and innovator in disruptive research. Dr. Alexander Wissner-Gross, computer scientist and founder of Reified offering technical AI perspective. Dave Blundin, venture investor and Link Ventures founder tracking deep tech deals. They tackle AI’s collapsing inference costs and surging demand. They debate 7% GDP growth from tech convergence, US vs China investment dynamics, robotaxis and autonomous delivery, and Bitcoin’s evolving role.
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Convergence Will Boost Global GDP
- AI plus four other platforms are converging to create an unprecedented productivity wave across the global economy.
- Cathie Wood expects 7%+ real GDP growth and calls that conservative given the scale and convergence of robotics, energy storage, blockchain, and multi-omics.
Research By Platform, Not By Sector
- Research across technology platforms, not industry silos, to spot convergent disruptions early.
- Build cross‑disciplinary analyst teams so innovations that blur sector lines are visible ahead of mainstream investors.
Deflation From Tech Can Be Growthary
- Falling unit costs cause massive demand expansion that can drive net GDP higher despite deflationary price effects.
- Cathie says productivity-driven deflation is good and can lower measured inflation while increasing real output and incomes.
