저자: CathieWood · 외국인
요약 보기
한 줄 결론: 캐시 우드는 AI·로보틱스·에너지저장·멀티오믹스 헬스케어·블록체인 등 5대 혁신 플랫폼에 투자 중이며, 대상 자산(삼성전자, 엔비디아, 비트코인 등)에 대한 단기 가격 방향 예측은 언급하지 않았다. [투자 대상 및 주제] 벤처펀드는 5대 혁신 플랫폼(15개 기술)에 투자하며, AI가 모든 혁신의 가장 큰 촉매라고 주장한다. AI 분야에서는 Anthropic, OpenAI 지분을 직접 보유(cap table 직접 보유)하고 있다고 언급했다. [로보틱스] 휴머노이드 로봇 선도 기업 Figure AI를 언급. 직원이 집 청소를 하며 카메라·센서를 달아 로봇이 학습하게 하는 사례를 들어, 로보틱스 혁명의 핵심 병목은 데이터라고 주장. [에너지 저장·전력] AI 전력 수요를 뒷받침할 배터리 기술과 태양광·풍력 보완이 필요하다고 함. 전력 부족이 가장 큰 병목이며, 소형 모듈형 원자로(SMR)·마이크로 원자로 분야에 집중하고 Radiant를 언급. [헬스케어] 헬스케어가 AI의 가장 큰 응용처라고 주장. 신약 개발 기업 Lyra, 대장암을 1기 단계에서 혈액검사로 진단하는 Freenome 언급. [블록체인] 분산형 금융과 전통 금융의 융합으로 인프라 수요가 크다고 봄. Blockdaemon(인프라), Architect(온체인 무기한 선물 Perps) 언급. 온체인 무기한 선물은 만기가 없어 공개시장 선물과 다르다고 설명. [리스크/조건] 별도 리스크 언급 없음. 장기 혁신 테마 관점의 견해이며 특정 종목·자산의 1~3개월 가격 방향 예측은 없음. [출연자 전망] 전반적으로 AI·혁신 기술의 장기적 기회에 대해 낙관적 입장.
다듬은 글
What are you investing in right now? Uh, in the venture fund, we are investing actually in venture and all of our funds in five major innovation platforms. Uh, and actually that involve 15 different technologies that we think are going to transform the world. So, uh, AI, that's the obvious one and it's the biggest catalyst to everything innovation today.
And what are some of the names in AI that you're investing in? The names in AI, almost everything that we're investing in. So, we own uh, Anthropic and OpenAI and we're direct to cap table, which means we do own the underlying equity, which you will not find in a lot of other venture funds. And you mentioned four other platforms related to, I guess, technology and disruption.
Yes. Uh, so robotics and in the venture fund, uh, one of the premier robotics companies is Figure AI. Uh, for humanoid robots. Uh, in fact, it uh, did something very interesting recently. It uh, is has basically hired people to clean their own houses, uh, but wear cameras and other sensors, so robots can learn from them.
Uh, so uh, that's just telling us that the big need in terms of uh, the robotics revolution is data. Then energy storage, energy storage uh, is really effectively battery technology to enable solar and wind to become a part of the ecosystem supporting power, the power needs associated with AI. Most importantly there, that's uh, one of the biggest shortages.
Um, and also in that realm, power, uh, we have focused a lot on nuclear power uh, and especially small modular reactors and micro reactors. Radiant would be a name focused on that. Uh, then we have multiomics in the healthcare space. Um, we believe that healthcare is the most profound application of AI.
So, curing disease uh, and developing new drugs, as I mentioned uh, with Lyra. Um, Freenome is another name. Diagnosing disease very early, stage one. Uh, is uh, and in this case colorectal cancer with a blood test. And then the fifth platform is blockchain technology. Uh, and there's a huge amount of infrastructure that needs to be built out as the decentralized financial world and the traditional financial world uh, converge.
So, Blockdaemon is a name in in our portfolios on the infrastructure side. Architect is a name uh, focused on one of the fastest growing spaces within blockchain technology is called Perps, uh, perpetual futures. Um, it was invented on chain. We have futures that expire in the public markets. These do not expire.
Uh, so, lots of different companies surfacing to capitalize on what we believe are going to be massive opportunities.
Comments 0