Cathie Wood
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Cathie Wood· 2025-07-05 14:53
RT Nick Sortor (@nicksortor)🚨 BREAKING: SpaceX will be installing Starlink Minis in ALL Kerr County, TX first responder vehicles TODAY amid catastrophic flooding, Starlink VP @LaurenDreyer confirms to meTHANK YOU @elonmusk!First responders have been STRUGGLING to contact HQ and other Texas flood rescue teams. Even the expensive radios they’ve been given don’t work. So this is INCREDIBLE news.@Starlink saves lives! ...
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Cathie Wood· 2025-07-05 14:33
How did this amount of coinblock destruction compare to the second largest one? The #bitcoin market stabilized fairly quickly, so could this block be part of a government settlement deal? Is it now part of a government Treasury?David Puell (@dpuellARK):The highest single-day amount of coinblock destruction in the history of bitcoin:1.1 million coinyears.6.5 years of holding time value moved in a single day. ...
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Cathie Wood· 2025-07-04 13:52
RT ARK Funds (@ARK_Funds)We believe ARKK’s rally is just getting started, with a mid-year market inflection fueling the recovery. While some worry that rapid gains signal a reversion, our Capital Markets Desk outlines why we see further upside through the 2nd half of 2025. Read.https://t.co/Nqstz6NCXS ...
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Cathie Wood· 2025-07-04 00:32
Economic Factors - Productivity gains, new tax legislation, and AI's impact on the job market are forces that could potentially offset the drag of a rolling recession [1] Technological Impact - AI's impact on the job market is a key consideration [1] Policy Analysis - The interplay of policy, tech, and growth is complex and significant [1] Employment Trends - Employment trends are being analyzed in relation to economic and technological factors [1]
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Cathie Wood· 2025-06-30 15:26
RT ARK Invest (@ARKInvest)Read @GrousARK's analysis here: https://t.co/GA9ZUG8q7V ...
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Cathie Wood· 2025-06-29 00:20
Crypto Market & Investment - Bitcoin holders likely have a large percentage of their net worth in crypto, hindering mortgage qualification [1] - Some Bitcoin holders may shift Bitcoin to Coinbase as collateral for home loans [1] - Individuals with significant Bitcoin holdings often prefer self-custody, limiting the impact on centralized platforms [1] Bitcoin & Crypto Ethos - Centralized holdings go against the core principles of Bitcoin/crypto [1]
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Cathie Wood· 2025-06-28 14:05
.@Pulte’s directive could bolster both crypto and housing significantly. I do not believe that the ramifications of this move are well-understood. Find @GrousARK’s early analysis in our ARK Disrupt newsletter on Monday at https://t.co/4GzS1p9lDa.Pulte (@pulte):After significant studying, and in keeping with President Trump’s vision to make the United States the crypto capital of the world, today I ordered the Great Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset fo ...
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Cathie Wood· 2025-06-28 13:52
Developer Tools & Accessibility - Developers primarily operate within the terminal environment [1] - Command Line Interface (CLI) offers more extensive access to local context and tools compared to a browser-based interface [1] - CLI provides deeper integration capabilities for developers [1]
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Cathie Wood· 2025-06-28 13:51
Fascinating! How can @GOOG be underperforming Anthropic on this metric? Google has so much of our personalized information and some of the best AI engineers in the world. What explains this disconnect?Frank Downing (@downingARK):Its funny to me that Claude does a better job of answering questions about my Gmail that Google's Gemini does.Latest versions of Gemini crush it on benchmarks and have heard annectodaly that they're great at coding, but real world use of the Gemini app has never matched up for ...
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Cathie Wood· 2025-06-28 13:47
Competitive Advantage - The robotaxi market presents a winner-take-most opportunity in the US [1] - Tesla possesses major competitive advantages in the robotaxi market [1] - Tesla's crowdsourced fleet model, similar to Airbnb, allows owners to "opt in" for autonomous rides [2] - Waymo's robotaxi model requires partnerships and fleet control [2] Company Strategy - ARK Invest highlights distinctions between Waymo and Tesla in "The Brainstorm" [2]