PortalsOS

Cathie Wood clarifies that her official bull case for Bitcoin is $1.5 million per coin. The $3.8 million figure comes from using modern portfolio theory, suggesting that if Bitcoin were included in portfolios at its optimal weight, it could reach that value.

Cathie Wood believes that the most profound application of AI will be in healthcare, driven by the convergence of sequencing technologies. This area is currently the most inefficiently priced part of the market, representing a significant opportunity.

Cathie Wood argues that the current system, where only a small percentage of people are accredited investors, is akin to saying you can't drive because you don't make enough money. She advocates for a simple accreditation test to democratize investment opportunities.

Cathie Wood discusses how five major platforms involving 15 different technologies are set to drive explosive growth in the economy. This convergence, particularly in autonomous mobility and healthcare, is expected to significantly uplift productivity and real GDP growth.

Cathie Wood highlights the irony that people can buy lottery tickets or bet on sports, but can't invest in innovative companies like OpenAI. She believes this needs to change to allow broader access to innovation.

Cathie Wood suggests that retail investors should 'average in' every month, a strategy she has recommended to her children, to protect and grow their investments over time.

Cathie Wood predicts that truly disruptive innovation could see a 40 to 45 percent compound annual rate of change in the public equity world. She suggests that the private world might experience even more significant changes.

Cathie Wood explains that from 2019 to 2024, the Mag 6 tripled in valuation while truly disruptive innovation only increased by 30%. This was due to investors playing it safe by investing in large, cash-rich stocks. However, she believes that the time for truly disruptive innovation to shine is now, as risk appetite and time horizons are extending.

Cathie Wood praises Elon Musk's compensation structure, which is milestone-based and physics-driven. She believes it's a huge motivating factor and wishes more CEOs would adopt similar models, as it incentivizes reaching ambitious goals.