Bloomberg Talks Ark Invest CEO and CIO Cathie Wood Talks Tech, Tesla and Deregulation
Jan 22, 2026
Cathie Wood, Founder and CIO of ARK Invest, is known for her bold predictions on disruptive technologies. In this discussion, she unveils her 'Big Ideas 2026' report, predicting over 7% GDP growth driven by a technology revolution. Wood anticipates an entrepreneurial explosion in the U.S. and emphasizes AI’s impact on productivity and data center investments. She also highlights Tesla's evolution into robotics and robo-taxis while advocating for deregulation in healthcare and energy, which she believes will lower costs and spur innovation.
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Tax Changes Could Supercharge U.S. Investment
- Wood highlights U.S. tax changes (full first-year depreciation) will sharply lower effective corporate tax rates.
- She argues this will boost U.S. returns on invested capital and spur capital investment and innovation domestically.
Data Centers Must Scale Dramatically
- Data center spending surged to about $500 billion, a 2.5x rise from trend levels last year.
- Wood says that must expand to ~$1.4 trillion in five years to support the AI boom and productivity gains.
Five-Platform Tech Revolution
- Cathie Wood calls today's shift a five-platform technology revolution driving sustained productivity gains.
- She forecasts real GDP growth averaging more than 7% annually by the decade's end due to robotics, energy storage, AI, blockchain, and multi-omics.