Bankless Inside Cathie Wood’s Trillion-Dollar Bets: AI, Musk, Robots & Crypto
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Jul 7, 2025 
Cathie Wood, CEO of ARK Investment Management, and Brett Winton, Chief Futurist at ARK, dive into the future of technology. They discuss Cathie's bold investments in AI, robotics, and crypto, predicting massive market transformations. Learn about Tesla's robotaxis as a potential economic powerhouse and the convergence of Elon Musk’s ventures with AI advancements. The duo also explores Neuralink's groundbreaking innovations and the massive market potential for humanoid robots, all while maintaining a hopeful outlook on economic recovery fueled by these technologies.
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Elon Musk's AI Data Flywheel
- Elon Musk identified AI as the core of a technological convergence, making proprietary data the ultimate competitive advantage.
- Tesla is not just a car company but the largest AI project on earth with a unique data flywheel from its vehicles.
Wright's Law Powers Cost Forecasting
- Wright's Law explains that costs decline by a constant percentage with every cumulative doubling of production volume, providing a better forecast than Moore's Law.
- This law applies across multiple technologies, aiding predictions of cost declines and market growth potentials.
AI's Economic Impact and Cost Decline
- AI's cost declines are driven by massive increases in compute power dedicated to training, dropping training costs 70% annually.
- AI's productivity gains in knowledge work represent a potential $15-20 trillion market opportunity by 2030.