Inside Cathie Wood’s Trillion-Dollar Bets: AI, Musk, Robots & Crypto
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 7 July 2025
⏱️ 98 minutes
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| 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. |
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