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cover of episode Cathie Wood on What Comes Next in AI and Big Tech

Cathie Wood on What Comes Next in AI and Big Tech

2025/3/11
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Odd Lots

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Cathie Wood
以其对创新和增长型公司的投资洞察力而闻名,特别是在科技和数字资产领域。
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Cathie Wood: 我对人工智能领域的未来发展趋势持乐观态度。我认为大型语言模型的开源化将加速技术进步,促进竞争,并最终惠及各个行业。尽管近期市场出现波动,但我认为这并不会改变人工智能技术发展的长期趋势。 我特别关注的是人工智能在医疗保健领域的应用。基因测序、人工智能和CRISPR基因编辑技术的融合正在创造前所未有的医疗突破,这将推动医疗保健领域进入一个新的黄金时代,研发回报率将大幅提高。 关于特斯拉,我不担心埃隆·马斯克分散精力,因为他理解技术融合的重要性以及拥有专有数据对公司竞争力的关键作用。特斯拉正在转型为软件即服务(SaaS)模式,其自动驾驶平台的毛利率将远高于电动汽车业务,这将吸引更多科技投资者关注特斯拉的股票。 至于市场整体,我认为大选后科技股上涨是因为去监管化,这将为创新创造良好的环境。减税、放松管制将重现类似里根革命的经济繁荣,但规模更大,因为现在有五个创新平台和十四种技术同时发展。 虽然我们已经经历了三年多的滚动式衰退,但我认为通货膨胀将出乎意料地低,这将给政府提供很大的政策空间。总的来说,我对未来充满信心,我相信技术创新将推动经济增长,创造新的机遇。

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Markets have been selling off, with shares of tech companies like Nvidia down almost 20% so far this year. But even before the recent selloff, DeepSeek rattled the AI market and sparked questions over how US platforms will compete and actually monetize their technology. Despite all these hurdles, some investors remain tech optimists. Cathie Wood, the founder, CEO and chief investment officer of ARK Investment Management, is one of the most prominent, with ARK's Innovation Fund heavily invested in companies like Tesla, Coinbase and Roku. In this conversation, recorded live on stage at Bloomberg Invest, we discuss Cathie's view of potential opportunities in the space, and why she's expecting the Trump administration to create a Reagan Era-esque "golden age" for investors.Read More: Cathie Wood Sees Trump Era as ‘Golden Age’ for Wall Street)Cathie Wood May Have Lost $14 Billion. But She’s Interesting)Odd Lots is coming to Washington, DC on March 12! Get your tickets for our Jones Act debate here.)

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