Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 14 October 2025
⏱️ 19 minutes
🧾️ Download transcript
Summary
(0:00) Introducing Cathie Wood
(0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more
(9:23) Cathie's bull case for Bitcoin $1M
(11:38) Opening up access to innovation for retail
(14:32) Cathie explains Ark's strategies for bull and bear markets
(16:01) Thoughts on Elon's trillion-dollar pay package
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Transcript
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| 0:00.0 | One of the most disruptive and innovative forces in the ETF world today. |
| 0:06.0 | The Investor Queen Kathy Wood. |
| 0:08.0 | The ARC Innovation ETF trading now near a 52-week high. |
| 0:12.0 | Returned an astounding 148 percent. |
| 0:14.0 | Returning more than 170% last year now has $17 billion under management. |
| 0:20.0 | My conviction is so high because of what I do on a |
| 0:22.6 | day-to-day basis. We are doing original research trying to figure out these companies that are going |
| 0:28.2 | to transform the world. Ladies and gentlemen, please welcome Arc Invest's Kathy Wood. |
| 0:36.7 | Music Please welcome, Arctinvests Kathy Wood. |
| 0:48.0 | Well, greetings. |
| 0:57.8 | I'm so delighted to be here, my maiden voyage, and I am here to talk about how the world's going to transform during the next five to ten years, and how much more rapidly we will see real GDP grow, |
| 1:08.6 | and how low inflation is going to be, and why. So here we go. Here is a timeline of innovation. |
| 1:17.2 | And you can see it goes into the 1700s. And our chief futurist Brett Winton in conjunction |
| 1:24.9 | with academics hold this together. And what you're seeing here is the impact |
| 1:30.3 | of innovation on productivity. And you can see in this time, we've had two great eras. The first one |
| 1:41.2 | was in the late 1800s, early 1900s, |
| 1:46.0 | telephone, electricity, internal combustion engine. |
| 1:50.0 | Huge boost in GDP growth. |
| 1:53.0 | And in fact, prior to that, for the 400 years prior to that, |
| 1:59.0 | real GDP growth had been averaging about 0.6% per year. |
| 2:07.0 | Very slow. |
| 2:08.8 | After that, we went into a 125-year period of 3% real GDP growth. So a five-fold increase from 0.6 to 3%. You have to move |
... |
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