Merryn Talks Money The Convergence Trade: Cathie Wood’s Boldest Predictions
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Mar 23, 2026 
Cathie Wood, CEO and CIO of ARK Invest known for backing disruptive tech like AI, CRISPR, Bitcoin and Tesla. She discusses AI and robotaxis, biotech convergence with sequencing and CRISPR, energy and space infrastructure, and how these technologies could combine to accelerate growth and reshape markets.
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Convergence Of Five Innovation Platforms
- Major technologies are converging into five innovation platforms that will drive a new wave of growth.
- Cathie Wood lists AI, robotics, energy storage, blockchain and multi-omic tech converging into applications like robotaxis and genomic medicine.
Embodied AI Will Become The Biggest AI Revenue Engine
- Embodied AI (physical + digital) will create the largest AI revenue streams outside productivity tools.
- Example: robotaxis combine AI, robotics and energy storage and are already rolling out with Tesla and Waymo expanding service.
AI And CRISPR Are Remaking Medicine
- AI plus sequencing and CRISPR is transforming healthcare from sick care to curative treatments.
- Wood cites cures in beta thalassemia and sickle cell and CRISPR/Vertex revenue as early proof points.