Cathie Wood on What Comes Next in AI and Big Tech

Odd Lots

Bloomberg

News, Investing, Business, News Commentary, Business News

4.4 • 1.6K Ratings

🗓️ 11 March 2025

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

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