Cathie Wood

Wood believes Kevin Warsh will be good for Bitcoin and expects the gold price to fall, pushing store-of-value demand to Bitcoin.

“I believe that Warsh is going to be very good for Bitcoin from this point of view”

Moonshots with Peter Diamandis: Cathie Wood on Tesla-SpaceX Merger, $1M Bitcoin, More AIs Than Humans | EP #296 | Moonshots Live (Sep 29, 2026) · Listen from 57:27

Wood acknowledges stablecoins have taken over a role ARK once expected Bitcoin to play, while maintaining Bitcoin retains its core roles.

“Stablecoins are usurping a role that 10 years ago we thought Bitcoin was going to play”

Moonshots with Peter Diamandis: Cathie Wood on Tesla-SpaceX Merger, $1M Bitcoin, More AIs Than Humans | EP #296 | Moonshots Live (Sep 29, 2026) · Listen from 57:51

Wood argues that regulation halting nuclear power doubled US electricity prices relative to what they would otherwise be.

“if we had not regulated it electricity prices in the United States would be 50% of what they are now”

Moonshots with Peter Diamandis: Cathie Wood on Tesla-SpaceX Merger, $1M Bitcoin, More AIs Than Humans | EP #296 | Moonshots Live (Sep 29, 2026) · Listen from 45:37

Wood says ARK forecasts US real GDP growth accelerating to 7–8% over the next five years.

“We're accelerating in the next five years to 7% to 8% real GDP growth”

Moonshots with Peter Diamandis: Cathie Wood on Tesla-SpaceX Merger, $1M Bitcoin, More AIs Than Humans | EP #296 | Moonshots Live (Sep 29, 2026) · Listen from 5:31

Wood predicts the US dollar will rise, rejecting the narrative that American exceptionalism is dead.

“I think because of everything we've been talking about here, that the dollar is actually going to go up”

Moonshots with Peter Diamandis: Cathie Wood on Tesla-SpaceX Merger, $1M Bitcoin, More AIs Than Humans | EP #296 | Moonshots Live (Sep 29, 2026) · Listen from 56:28

Wood contends the data does not support AI-driven job loss and expects labor shortages instead.

“I actually think we're gonna end up with labor shortages, and that's what we should go out talking about”

Moonshots with Peter Diamandis: Cathie Wood on Tesla-SpaceX Merger, $1M Bitcoin, More AIs Than Humans | EP #296 | Moonshots Live (Sep 29, 2026) · Listen from 48:04

Wood says ARK's research finds humanoid robots far more complex than robotaxis, so it expects scaling a couple of years after Musk's late-2028/2029 estimate.

“compared to a robotaxi, a humanoid robot is 200,000 times more complex, with obviously the hands being the most complicated part”

Moonshots with Peter Diamandis: Cathie Wood on Tesla-SpaceX Merger, $1M Bitcoin, More AIs Than Humans | EP #296 | Moonshots Live (Sep 29, 2026) · Listen from 40:33

Wood considers healthcare the most undervalued and underappreciated area of the AI investment theme.

“I think the healthcare space is the most undervalued, underappreciated space in terms of this theme”

Moonshots with Peter Diamandis: Cathie Wood on Tesla-SpaceX Merger, $1M Bitcoin, More AIs Than Humans | EP #296 | Moonshots Live (Sep 29, 2026) · Listen from 24:36

Wood argues AI productivity gains could be large enough to produce a win-win outcome for China and the US.

“the productivity gains coming out of this AI and just generalized technology revolution are going to be so enormous that we could have a win-win-win here with China and the US”

Moonshots with Peter Diamandis: Cathie Wood on Tesla-SpaceX Merger, $1M Bitcoin, More AIs Than Humans | EP #296 | Moonshots Live (Sep 29, 2026) · Listen from 4:03

Wood says Musk believes the frontier AI leader will be the company with the most and cheapest compute, which he aims to achieve via orbital data centers.

“Elon believes that the leader, the AI leader in terms of frontier models is going to be the company with the most computing capacity and at the cheapest cost”

Moonshots with Peter Diamandis: Cathie Wood on Tesla-SpaceX Merger, $1M Bitcoin, More AIs Than Humans | EP #296 | Moonshots Live (Sep 29, 2026) · Listen from 2:15