Bloomberg Talks ARK Invest CEO Cathie Wood Talks AI Use in Warfare
Mar 18, 2026
Cathie Wood, ARK Invest founder, CEO and CIO known for investing in disruptive tech and AI. She talks about AI’s use in warfare and how faster, targeted strikes might shorten conflicts. She discusses AI-driven revenue surges, rising willingness to pay for advanced models, and how AI is accelerating research and productivity at ARK.
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Why The Fed Probably Won't Cut Soon
- The Fed is unlikely to cut at the upcoming meeting because the core PCE inflation rose to 3.1% year-over-year.
- Cathie Wood contrasts that with a blockchain-based Truflation at 1.5%, suggesting CPI could fall below 2–3% by year-end if energy pressures don't persist.
AI May Shorten Wars Through Precision
- AI in warfare could shorten conflicts by enabling more precise, faster targeting, potentially saving lives by ending wars sooner.
- Wood frames this as a complex ethical/strategic tradeoff outside her investment expertise but sees faster conflict resolution as positive.
AI Revenue Run Rates Reveal Explosive Demand
- Enterprise adoption shows in revenue run rates: Anthropic rose from $9B to $19B and OpenAI from $[?] to $25B in slightly over two months, indicating explosive demand.
- Wood notes customers now pay far above consumer tiers, justifying $200–$2,000/month seats and replacing junior hires with large language models.