Wood Sister Kathy Wood threw out a series of disruptive judgments in the latest episode of "CEO Diaries" podcast: 👇

• Bitcoin will rise to 1.5 million dollars.
• Tesla is not a car company, but the largest AI project on Earth.
• Healthcare will be completely reshaped by AI.
• Future GDP may accelerate to 7.3%
1. The largest AI project on Earth is not OpenAI, but Tesla.
Because of self-developed unmanned taxis, humanoid robots, battery storage, and visual systems...
This is not a car factory, it is the next generation AI operating system.
2. She invested over 2 billion dollars in Tesla, but is not optimistic about Apple.
"Apple could be subverted by AI, and Tesla will be the biggest winner."
She referred to Apple as "the management is seriously off course in the autonomous driving project."
3. Artificial intelligence will raise the annual GDP growth rate from 3% to 7.3%.
She said this is an economic growth rate that humanity has never seen in modern times.
And all of this will burst forth in the next 5 to 10 years.
4. The ultimate goal of Bitcoin: to become the operating system of the global monetary system.
She predicts that the price of BTC will reach 1.5 million dollars by 2030.
It is not just an asset, but also a rule-driven world currency.
5. Ordinary people just need to invest regularly with their eyes closed.
She said that even if it's only 500 or 1000 dollars, she can invest regularly every month.
• Bitcoin
• ARK ETF (holds over 35 technology stocks)
"This is one of the simplest paths to wealth."
6. Stablecoins + Bitcoin will become a lifeline for currencies in emerging markets.
She pointed out that those countries with chaotic fiscal discipline (such as Venezuela),
Ultimately, it may be replaced by USD stablecoins + Bitcoin instead of the local currency system.
7. In the medical field, AI is healing diseases that were previously incurable.
Her fund heavily invests in Crispr Therapeutics:
• Using gene editing technology, a one-time cure for sickle cell disease has been achieved.
• It will expand to areas such as cancer and genetic diseases in the future.
8. What she heavily invests in is not chips, but AI application layer platforms.
Besides Tesla, the other companies she is optimistic about include:
• Palantir: AI + Data Governance Platform
• Roku: Android in the TV
• Roblox: The Virtual Disney of the AI Era
9. She believes that future media and retail will be completely transformed.
• Physical stores are shifting towards personalized social experiences
• Media becomes a personal assistant + AI push
• Personal shopping assistants will predict your spending preferences in advance.
10. Tesla target price: 2600 USD.
And this is just a conservative estimate.
90% of the valuation will come from:
• Unmanned taxi platform
• Humanoid Robot
• Autonomous driving subscription services
The car is just the entrance; data and the platform are the core.
11. The humanoid robot market will grow from 0 to 26 trillion dollars.
She believes this is the biggest platform revolution since the iPhone.
Robots are not science fiction; they are the main force of future productivity.
12. She acknowledged that AI is likely to end some jobs, but it will create many new ones.
Society will not experience unemployment, but rather reconstruction.
Future key occupations will revolve around:
• Creativity
• Human-machine collaboration
• Social companionship and emotional value
13. AI is not a new tool, but a rewrite of the economic structure.
She believes:
"CEOs who don't understand AI in the future are like CEOs who don't understand computers in 1990."
Technological progress is deflationary but will create new growth dividends.
14. Cathie Wood's 10-Year Wealth-Building Advice for Ordinary People:
• Monthly investment in innovative ETFs
• Embrace technology, do not be a bystander
• Spend time researching instead of listening to rumors to trade stocks.
Wealth does not come from speculation, but from trends.
15. The final shocking conclusion:
We are still using outdated valuation methods to assess companies of the new era.
This will miss the biggest opportunity in the future.
If you are still using "traditional valuation" to look at tech stocks, then you are already behind.
The underlying logic of Cathie Wood is:
The essence of investment is to stand on the right side of disruption.
Embrace this way of thinking, and start taking action from now on.📈