Cathie Woods Interview on The Diary of a CEO YouTube Channel

5 themes she is investing in.
Robotics
Energy Storage
AI
Blockchain Technolog
Multiomic Sequencing
A 1 hour and 41 minutes interview.
you might wish to check it out.
[https://www.youtube.com/watch?v=ZznpMh0DegE]

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What was her 2025 ytd? Or can she even measure it?

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Yep no change from last year.

I think she is nutty. A rising market in AI? How could you go wrong? What? The bottom will fall out?

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Woods and Musk “forsee” where the RoboTaxi will make Tesla EV sales passe and meaningless. Of course that will depend on a REAL FSD development that will be based on an AI breakthrough. I believe that can be accomplished. But when? She & Elon believe by 2030. And they visualize the cost to decline from $2/mile that Uber/Lyft charge to 25 cents/mile. If that occurs revenue will explode.

And they are banking on humanoid robots to be even a bigger revenue driver.
She has placed a 10% bet on TSLA. And 5% bets on CRSP-gene editing TEM-AI/healthcare synergy & ROKU in her ARKK ETF.

FSD is ready for prime time now. The accident rate is so low, it is much less costly than having human drivers.