Bloomberg Businessweek Bloomberg Businessweek Weekend: May 8th, 2026
10 snips
May 9, 2026 
John Hope Bryant, financial-inclusion advocate and author, talks market-based solutions to unlock economic opportunity. Kathy Wood, founder of ARK Invest and thematic tech investor, explores AI, SpaceX/Tesla vertical integration, GPUs vs CPUs, robotaxi cost dynamics, SpaceX IPO prospects and crypto/regulation. They dive into convergence, supply chains, national-security vetting and scaling new industries.
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Tesla's Vertical Edge Will Crush Robo‑Taxi Costs
- Kathy Wood predicts Tesla's vertical integration will deliver far lower robo‑taxi costs than competitors, collapsing cost per mile from $3+ toward $0.25.
- Her model estimates Waymo's 2030 cost structure will be about 50% higher because it relies on external suppliers.
SpaceX IPO Could Spark A Volatile Surge And New Space Economies
- Kathy Wood expects a volatile pop at a potential SpaceX IPO but sees voracious demand and a long‑term reawakening of public interest in space.
- ARC Invest holds SpaceX as the largest venture position and models orbital data centers could multiply revenues 10x–20x for related firms.
Orbital Data Centers Could Complement Earthside Buildout
- Kathy Wood rejects 1999‑style hype, arguing orbital data centers are plausible infrastructure for a much larger tech revolution.
- She notes Elon prefers off‑earth sites to avoid local NIMBY, and ARC has not yet added orbital data centers to models but sees big upside.