Cathie Wood: “Most People Have No Idea What Is Coming”
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Cathie Wood thinks robots could become a $26 trillion business in the next 10 to 15 years, and that the biggest fear about AI right now is wrong. Speaking from the Kennedy Space Center days after the midterm elections, the ARK Invest founder and CEO explains why she sees a labor shortage rather than mass job losses, her call for 7% real GDP growth, why AI costs are collapsing 99% a year, and what is really behind the credit panic hitting AI companies like CoreWeave.
✅ The $26 trillion humanoid robot opportunity, plus $10 trillion in robotaxis
✅ Why she thinks SpaceX AI and orbital computing could surprise everyone
✅ Her answer to Anthropic’s warnings about AI jobs and extinction
✅ Why shortages of power, chips and data centers could make this boom healthier
✅ The 7% growth call: real GDP from 3% to 7%, even 9% by 2035
✅ The Uber lesson: why regulation won’t stop AI
✅ The labor data: wages, the savings rate and her read on the midterms
✅ Mortgage buy-downs and falling new-home prices
✅ AI inference costs dropping 99% a year: fact-checked
✅ Hardware vs. software: where the next AI gains come from
✅ The CoreWeave credit panic: default swaps above 1,000 basis points
✅ Her bond market warning for retirees
This video is for educational purposes only and is not financial advice. Always do your own research.