Cathie Wood, Founder, CEO, and CIO of ARK Invest known for innovation-focused investing. She discusses AI as a powerful deflationary force. She covers policy and a potential U.S. productivity boom. She explores bitcoin as a hedge amid rising counterparty risk. She highlights convergence among AI, robotics, and blockchain.
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insights INSIGHT
Deflation Is The Bigger Macro Risk
Cathie Wood believes deflation is the bigger macro risk as measured by newer indicators like Truflation falling to 0.8%.
She argues technological innovation, especially AI, is driving durable price declines across many categories.
insights INSIGHT
AI Cuts Costs Exponentially
Wood calls the AI boom 'massively deflationary' because training and inference costs are collapsing rapidly each year.
She quantifies training costs falling ~75% per year and inference costs falling 85–98% per year per industry estimates.
volunteer_activism ADVICE
Position For A U.S. Productivity Boom
Expect policy and corporate shifts to favor U.S. investment via deregulation and tax incentives for manufacturing rebuilds.
Position for higher U.S. return on invested capital as deregulation and accelerated depreciation boost reinvestment.
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Cathie Wood is the Founder, CEO, and CIO of ARK Invest and one of the most influential voices in innovation investing. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Cathie explains why deflation—not inflation—is the bigger macro risk, how AI is becoming a powerful deflationary force, and why productivity gains are being misunderstood by markets and policymakers. We also explore bitcoin’s role as a hedge against both inflation and deflation, the rise of counterparty risk, and how converging technologies like AI, robotics, and blockchain are reshaping the global economy.
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