Cathie Wood

Search documents
X @Cathie Wood
Cathie Wood· 2025-08-22 02:15
I am looking forward to an exciting discussion with @realartlaffer at Imagine IF! We will discuss the incredible prospects for Bitcoin and AI, turbocharged by tax cuts and deregulation. Imagine!Bitcoin Park (@bitcoinpark_):What started with tax curves now meets digital rails. Dr. Art Laffer (@realartlaffer) and @CathieDWood will debate how supply-side insights translate to Bitcoin, AI, and energy—and what it means for inflation, investing, and sovereignty at Imagine IF.Learn more: https://t.co/NZUSfe3sH0 ...
X @Cathie Wood
Cathie Wood· 2025-08-20 13:10
RT Daniel Maguire (@DMaguireARK)Tesla Has Launched Its Robotaxi…Now What?Read our latest blog for our thoughts on Tesla’s robotaxi launch and how it could scale from ~20 vehicles today to capture a significant share of what we estimate is a ~$10T opportunity…a thread https://t.co/SQXziVuhBe ...
X @Cathie Wood
Cathie Wood· 2025-08-20 13:10
Market Trend & Innovation - Tesla robotaxis are operating and serving customers today [1] - ARK Invest believes it has new research about what is next for Tesla [1] Company Focus - The research blog by @DMaguireARK discusses how Tesla will fit into the global market [1] - The research blog explores whether Tesla could soon take the lead in the market [1]
X @Cathie Wood
Cathie Wood· 2025-08-15 13:39
AI Agent Development - ARK Invest 分析师 @downingARK 对比了当前 AI Agent 的发展情况与 "Big Ideas 2025" 中预测的差距 [1] - 报告涵盖了新兴产品生态系统和企业采用率的增长 [1]
X @Cathie Wood
Cathie Wood· 2025-08-15 03:00
Supply Dynamics - Ethereum's annual inflation rate is low, at just 0.74% [1] - ETH DATs have purchased 3.57 million ETH since April 2nd, offsetting 4 years of issuance [1] - ETFs have accumulated 2.4 million ETH since April, neutralizing 2.7 years of inflation (6.7 years total with DATs) [1] Market Impact - The combined effect of ETH DATs and ETF accumulation suggests a potential supply shock [1]
X @Cathie Wood
Cathie Wood· 2025-08-07 02:19
Product Announcement - Grok Imagine 可以将儿童绘画变成动画电影 [1] Social Media - Elon Musk 在 Twitter (现为 X) 上推广 Grok Imagine [1]
X @Cathie Wood
Cathie Wood· 2025-08-07 01:41
Based on its earnings report last night, $SHOP seems to be seizing the agentic AI moment in retail. Great foresight and insights in this blog, @GrousARK and @varshikaARK!ARK Invest (@ARKInvest):AI agents may soon make our buying decisions. Will marketplaces adapt or fade into the background? In part two of our series on their evolution, @GrousARK and @varshikaARK explore how marketplaces can compete by optimizing price, inventory, and delivery.https://t.co/PpWVM8kPMj ...
X @Cathie Wood
Cathie Wood· 2025-08-06 12:50
RT ARK Invest (@ARKInvest)AI agents may soon make our buying decisions. Will marketplaces adapt or fade into the background? In part two of our series on their evolution, @GrousARK and @varshikaARK explore how marketplaces can compete by optimizing price, inventory, and delivery.https://t.co/PpWVM8kPMj ...
X @Cathie Wood
Cathie Wood· 2025-08-05 04:55
Market Opportunity & Transformation - Autonomous driving is poised to transform Tesla from a low-margin EV company into a high-margin, recurring revenue SaaS business [1] - The robotaxi opportunity is significantly larger than human-driven ridehail [1] - Robotaxis are expected to become ubiquitous [2] Ridehail Market Penetration - In the most penetrated US geographies, human-driven ridehail accounts for approximately 3% of vehicle miles traveled (VMT) [1] - Even in San Francisco, ridehail only represents about 13% of VMT [1]