YouSaid · the spoken record

Cathie Wood

lines on the record
114
first
2025-06-05
most recent
2025-06-05
sittings or episodes
1
sources
podcast

Every line below is reproduced as it was said and linked to the record it came from. Nothing here is summarised or generated. Directory · Search · Corrections

  1. “So that's one big, we think that's going to be the biggest in the short term in terms of revenue generation, the biggest application of AI. We think the most profound application of AI is going to be in healthcare. Because of AI, and this is already beginning to happen, we are able to diagnose cancer with a blood test in stage one. Think about that if you discover cancer in stage one you can save most people”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  2. “A drone, but for people So we own Archer in our portfolio. And of course, AI is a part of this new world as well. And it's a part of the defense world as well as we are trying to save our soldiers and move out there with autonomous drones. So autonomous mobility on the ground, in the skies, ultimately on the water.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  3. “At scale, now this may not be for five to ten years, but this is the direction that Tesla certainly is headed. We believe that Tesla will be able to offer a service for twenty five cents per mile. And because of that, we think there will be much more congestion in the roads. When you cut the price of something, you get more of it. And that led us into the air. And so we've been studying EVTOLs.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  4. “Yes, transportation broadly defined, yes. And it's not just on the ground, of course. As we've studied autonomous taxis moving forward, we believe the cost of transportation will come down fairly dramatically. So in the US today, an Uber costs roughly two to four dollars per mile.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  5. “Yes. So the cyber cabs will launch next year, but in Austin in June, those will be model wise, and I'm looking to buy another model Y because it will in effect be a cyber cab. And if I chose to, I could have my Model Y drive me to work and then let it out for the day and earn money on it, have it pick me up at the end of the night. And some people will do that. And Tesla will provide the platform for that.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  6. “Many people used to invest in AI through one stock that was NVIDIA. That was the check the box. I own the GPU, the chip manufacturer, which is the most important chip manufacturer in the AI age. And its valuation, meaning its price relative to earnings really got up to very heady levels. And we were saying at the time, well, if NVIDIA's valuation is correct, there are going to be a lot of other winners. Who are they? ARK is Tesla. And as we were trying to help people understand why we were swapping away from NVIDIA to stocks like Tesla and Palantina. Which is a software provider. We were trying to explain that this new world around AI is going to happen very quickly. And Tesla is the largest AI project on Earth. I posted that on X and Elon liked it. So it must be true. But it is true if our research is correct. We believe that”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  7. “I think Apple, it has so much cash, it has such a loyal customer base. It will be fine, but maybe its revenue growth has slowed to almost nothing, and so maybe it'll be a mature cash cow. That's not what we do. We invest in technologically enabled, disruptive innovation. AI is the biggest technological disruption in history. And if they're not going to get it right, we're not going to be there.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  8. “The top six stocks the market was very narrowly focused on this ilk of stock, and we were saying you know what? Apple is probably going to be disrupted by artificial intelligence. And one of the reasons we started asking questions very early is what is the ultimate mobile device? Ultimately, it's going to be an autonomous vehicle. Apple should have been all over that, and they were trying, and we saw one management turn over after another. This is an AI project, and what we were learning as they were turning that team over time and again is they weren't getting AI right. They were not positioning correctly.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  9. “Is it going to Now that the world is moving so quickly into this new world and Bitcoin has become so successful an investment, many people are trying to figure out, okay, how do I get involved with the new world? And when I say get on the right side of change, we think there's going to be a lot of disruption to the traditional world order. When I say that in terms of people understanding what I mean, I think many people think Apple is a very safe investment because huge horde of cash, very successful smartphone, you know, number one market share of smartphones in terms of profitability by far. And yet we can tell you, and this was one of what's called the Mag six that led the stock. market over the last few years?”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  10. “I started when I was twenty years old at a company called Capital Group, and I was introduced to the firm by Art Laffer. Now Art Laffer, he's one of the most important economists of our time. He created something called the Laffer Curve. He's advised most president since President Nixon, and he's advising President Trump as well.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  11. “Invest in companies that are technologically enabled and that are going to transform the world as we know it. Robotics, energy storage, artificial intelligence, blockchain technology, and multiomic sequencing in the life science space. The last is the most complicated.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  12. “Well, there's probably not someone overseeing yes, nearly thirty billion dollars, but I know there are teams out there, including women, that manage maybe a lot more than that.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  13. “According to our research, these investments will go up more than tenfold in the next five to ten years and create incredible opportunities for investors. So number one.”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT

  14. “AI is the biggest technological disruption in history. And this incredible rate of change is making people uncomfortable. But if you are on the right side of change, investment opportunities and job opportunities are going to be enormous. But people don't know what to do. For example, many people think Apple is a very safe investment. There's probably going to be disrupted by artificial intelligence. But yet, Tesla is going to be the biggest”

    2025-06-05 · The Diary of a CEO · World's No.1 Investing Expert: The Big Shift Is Coming And This Investment Could Be 15x in 5 Years! - Cathie Wood · IDENTIFIED FROM THE TRANSCRIPT