March 11, 2025· 34 min

Cathie Wood on What Comes Next in AI and Big Tech

Cathie Wood

Orality

Model

72%

Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostTracy Alloway(755 words)

M:94%

HostJoe Weisenthal(663 words)

M:94%

GuestCathie Wood(3,517 words)

M:28%

Oral Indicators

Agonistic39%

literally, completely, very

Engagement68%

you, our, your

Memory Aids100%

listen, now, so

Repetition100%

think (53x), know (27x), going (26x)

Parallelism68%

But we're gonna do it in grand..., So we have Sarah Fuentes from ..., So it should be a really fun n...

Sound Patterns76%

44 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases3%

i mean

Literate Indicators

Hedging11%

quite, apparently, suggests

Passive Voice4%

were impressed, is open, been boosted

Abstract Nouns21%

investment, recommendation, transportation

Subordination14%

because, nonetheless, since

Sentence Length33%

Avg: 13.4 words/sentence

Word Complexity48%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style32%

394 personal pronouns found

Descriptive Style71%

literally, completely, finally

Description

Markets have been selling off, with shares of tech companies like Nvidia down almost 20% so far this year. But even before the recent selloff, DeepSeek rattled the AI market and sparked questions over how US platforms will compete and actually monetize their technology. Despite all these hurdles, some investors remain tech optimists. Cathie Wood, the founder, CEO and chief investment officer of ARK Investment Management, is one of the most prominent, with ARK's Innovation Fund heavily invested in companies like Tesla, Coinbase and Roku. In this conversation, recorded live on stage at Bloomberg Invest, we discuss Cathie's view of potential opportunities in the space, and why she's expecting the Trump administration to create a Reagan Era-esque "golden age" for investors. Read More: Cathie Wood Sees Trump Era as ‘Golden Age’ for Wall Street Cathie Wood May Have Lost $14 Billion. But She’s Interesting Odd Lots is coming to Washington, DC on March 12! Get your tickets for our Jones Act debate here. See omnystudio.com/listener for privacy information.

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