Moonshots with Peter Diamandis Cathie Wood's 2026 Vision: 7% GDP Growth, Rising AI Demand, US vs. China, Robotaxis, and Bitcoin w/ Salim Ismail, AWG & Dave Blundin | EP #226
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Feb 2, 2026 
Cathie Wood, ARK Invest founder and innovator in disruptive research. Dr. Alexander Wissner-Gross, computer scientist and founder of Reified offering technical AI perspective. Dave Blundin, venture investor and Link Ventures founder tracking deep tech deals. They tackle AI’s collapsing inference costs and surging demand. They debate 7% GDP growth from tech convergence, US vs China investment dynamics, robotaxis and autonomous delivery, and Bitcoin’s evolving role.
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Think Five Years Out For Alpha
- Use forward-looking five‑year research lenses to find disruptive innovation outperformers.
- ARK targets long-term compounding and expects disruptive innovation to drive ~35% annualized returns over five years.
Monitor Open‑Source Projects Aggressively
- Track open-source projects and community forks closely as they can produce rapid, decentralized innovation.
- Treat open-source AI releases as strategic inputs rather than threats, since they diffuse improvements globally.
Bitcoin Use In Iran's Bazaars
- Dave recounts that many marketplace transactions in Iran already use Bitcoin as everyday payment at bazaars.
- He suggests Iran and similar cases act as bellwethers for crypto adoption in unstable economies.
