meta_pixel
Tapesearch Logo
Log in
Bankless

Inside Cathie Wood’s Trillion-Dollar Bets: AI, Musk, Robots & Crypto

Bankless

[email protected]

Tech News, News, Technology

4.81.1K Ratings

🗓️ 7 July 2025

⏱️ 98 minutes

🧾️ Download transcript

Summary

Cathie Wood is placing some of the boldest bets in investing history, spanning AI, robotaxis, brain chips, crypto, and even space. In this episode of Bankless, the ARK Invest CEO joins Chief Futurist Brett Winton to break down her five highest-conviction technologies - opportunities she believes could unlock over $20 trillion in enterprise value. You’ll hear why Elon Musk’s empire is at the center of it all, how Tesla’s robotaxis could become the biggest AI project on Earth, and why Neuralink, Starship, and stablecoins are converging to spark a new era of productivity and exponential growth. This isn’t just tech optimism - it’s Cathie Wood’s vision for the future of innovation. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE https://bankless.cc/binance --- TIMESTAMPS 0:00 Intro 5:05 Elon Musk and the Data Flywheel 11:57 The Power of Wright’s Law 19:27 Forecasting AI’s Trillion-Dollar Impact 23:35 Why ARK Owns xAI, OpenAI, and Anthropic 29:04 Google and Apple’s AI Blindspots 35:52 Why X Merged with xAI 44:15 Robotaxis: The Biggest AI Project on Earth 52:02 Robo GDP: AI’s Real-World Economic Boost 55:31 Tesla’s Scaling Advantage 1:01:27 The Humanoid Opportunity 1:10:42 Neuralink: AI, Enhanced 1:15:34 Starlink & SpaceX: The $2.5T Bet 1:22:01 Crypto’s Stablecoin Supercycle 1:33:18 Macro & Trump’s Strategy --- RESOURCES Cathie Wood https://x.com/CathieDWood Brett Winton https://x.com/wintonARK Ark’s SpaceX Report https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Transcript

Click on a timestamp to play from that location

0:00.0

We believe that real GDP growth is going to accelerate in the years ahead. We think in the

0:08.5

next five years to seven percent. Now, you know, we have five innovation platforms evolving with

0:14.7

AI turbocharging, all of them, robotics, energy storage, AI, blockchain technology, and multiomic sequencing.

0:23.2

So we should see a much more rapid acceleration this time around than last time.

0:28.9

We're being conservative when we say 7%.

0:31.2

Welcome to Bankless, where we explore the frontier of AI, robotics, brain implants, and crypto.

0:40.9

This is Ryan Sean Adams. I'm here with Josh Kale today, so not David. Josh is the co-host from our new

0:45.9

Limitless podcast. And today we've got an exciting episode. We are chatting with Arc Invest founder and

0:51.0

CEO, Kathy Wood, along with Brett Winton. These are two people whose job it is to predict tomorrow and to buy the future.

0:59.3

They got a message for us, and I think it's one that bankless listeners need to hear.

1:02.8

It's not enough to be a siloed investor.

1:05.4

You can't just be an AI investor or a crypto investor because frontier technologies, they're converging. And to invest well,

1:12.5

you need to identify all of the intersection points. That's what we do in today's episode.

1:16.9

So in this episode, you're about to hear a bunch of topics, how Elon's Empire forms history's

1:20.6

biggest AI data flywheel, writes law, which is the model that allows us to project the collapsing

1:24.9

cost of AI, robotis, humanoid robots.

1:32.3

There's a $20 trillion dollar battle happening between OpenAI, XAI, and Anthropic, and Arkhapp and All Three. The trillion dollar markets that are birthed by Starship's ultra-cheap

1:36.5

launches, we have Neurrelink, mind control robots, and then finally, stable coins and how they ignite

1:41.0

a bullish 2026 productivity super boom. If that literally sounds like all the things, it's because it is.

1:47.1

Now, usually we publish these episodes on Limitless, our Frontier Technology podcast,

1:52.0

but we wanted you to hear this on Bankless too.

1:53.9

But if you're not subscribed to Limitless, go do that now.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from [email protected], and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of [email protected] and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.