저자: CathieWood · 외국인
요약 보기
AI가 역사상 가장 큰 기술 변화이며, 로보틱스·에너지저장·AI·블록체인·멀티오믹스 등 혁신 플랫폼에 투자한다는 주장. 테슬라를 '가장 큰 AI 프로젝트'로 꼽고 로보택시 생태계가 5~10년 내 8~10조 달러 매출을 낼 것이라 주장. 애플은 AI로 파괴될 가능성이 있다고 보며, 엔비디아 이후 테슬라·팔란티어로 이동했다고 설명. 구체적 목표 수익률로 5~10년 내 10배 이상을 언급.
다듬은 글
제목과 채널은 'Cathie Wood Reveals the Investment That'll Be Worth $1.5 Million by 2030'과 Tower Insights입니다. 원문은 음성인식 자막이라 일부 표현을 바로잡았습니다.
I've read through a decade of your research to figure out what the best investment is, so anyone can get rich in the future. And you predicted that this will grow by at least 5,000%. Yes, and my conviction is so high because of what I do on a day-to-day basis. Is there a woman on planet Earth that manages more money from an investing capacity than you?
Maybe not. I'm overseeing nearly $30 billion. Okay, so I might have $500. What should I be doing with that? So this is all you need to know. Cathie Wood built a multi-billion-dollar fund by spotting trends before anyone else. And now, with over 40 years of market insight, she's showing you how and where to invest, too.
AI is the biggest technological disruption in history. And this incredible rate of change is making people uncomfortable, but if you are on the right side of change, investment opportunities and job opportunities are going to be enormous. But people don't know what to do. For example, many people think Apple is a very safe investment, but it's probably going to be disrupted by artificial intelligence.
But yet, Tesla's going to be the biggest. You've invested just over 2 billion in Tesla. Yeah, because Tesla is the largest AI project on Earth. So AI has to be a top priority, not an afterthought. So if I've got questions, what's your top 10 public stocks that anybody can invest in? What's the philosophy towards investing that will make one rich over time?
And then if I want to invest in AI, how should I be investing my money? According to our research, these investments will go up more than tenfold in the next 5 to 10 years and create incredible opportunities for investors.
So number one, this has always blown my mind a little bit. 53% of you who listen to the show regularly haven't yet subscribed. So could I ask you for a favor before we start? If you like the show and what we do here and you want to support us, the free, simple way to do that is by hitting the subscribe button. My commitment to you is that if you do that, I'll do everything in my power, me and my team, to make sure this show is better for you every single week. We'll listen to your feedback, find the guests you want me to speak to, and keep doing what we do. Thank you so much.
Cathie Wood, is there a woman on planet Earth that manages more money from an investing capacity than you? Well, there's probably not someone overseeing, yes, nearly $30 billion. But I know there are teams out there, including women, that manage a lot more than that.
What is it that you do? We invest in companies that are technologically enabled and that are going to transform the world as we know it. Robotics, energy storage, artificial intelligence, blockchain technology, and multiomic sequencing in the life science space. The last is the most complicated.
And how long have you been an investor? I started when I was 20 years old at a company called Capital Group. I was introduced to the firm by Art Laffer. Art Laffer is one of the most important economists of our time. He created something called the Laffer Curve. He's advised most presidents since President Nixon, and he's advising President Trump as well.
How will these five big innovation platforms you speak of affect the average person's life? Why do they need to know this stuff? How will it change their decision-making and their career? Now that the world is moving so quickly into this new world, and Bitcoin has become such a successful investment, many people are trying to figure out how to get involved with the new world.
When I say get on the right side of change, we think there's going to be a lot of disruption to the traditional world order. Many people think Apple is a very safe investment: a huge hoard of cash, a very successful smartphone, and by far the number one share of smartphone profitability. And yet, this is one of the so-called Mag 6 that led the stock market over the last few years, the top six stocks. The market was very narrowly focused on this group of stocks.
We were saying, you know what? Apple is probably going to be disrupted by artificial intelligence. One of the reasons we started asking questions very early is: what is the ultimate mobile device? Ultimately, it's going to be an autonomous vehicle. Apple should have been all over that, and they were trying, but we saw one management turnover after another. This is an AI project. As they kept turning that team over, what we were learning is that they weren't getting AI right. They were not positioning correctly.
You're concerned for Apple? I think Apple has so much cash and such a loyal customer base that it will be fine. But maybe its revenue growth has slowed to almost nothing, so maybe it'll be a mature cash cow. That's not what we do. We invest in technologically enabled disruptive innovation. AI is the biggest technological disruption in history. If they're not going to get it right, we're not going to be there.
If I want to invest in AI, and I agree with you, Kathy, that AI is the biggest technological wave coming ashore and the biggest opportunity, how should I be investing my money? In your view, how are you investing your money to capitalize on AI?
Many people used to invest in AI through one stock, Nvidia. That was the check-the-box: I own the GPU, the chip manufacturer that matters most in the AI age. Its valuation, meaning its price relative to earnings, got up to very heady levels. We were saying at the time that if Nvidia's valuation was correct, there were going to be a lot of other winners. Who are they?
Our largest position in the flagship strategy, ARKK, is Tesla. As we were trying to help people understand why we were swapping away from Nvidia into stocks like Tesla and Palantir, a software provider, we were explaining that this new world around AI is going to happen very quickly. Tesla is the largest AI project on Earth. I posted that on X and Elon liked it, so it must be true. But it is true if our research is correct.
We believe the entire ecosystem associated with autonomous taxi networks will be worth 8 to 10 trillion dollars in revenue in the next 5 to 10 years. To put that in context, the entire world GDP today is about 130 trillion. So 10 trillion is going to move the needle.
Tesla is launching its first cyber taxi, I believe, in Austin, potentially in June? Yes. The cyber cabs will launch next year, but in Austin in June, those will be Model Ys. I'm looking to buy another Model Y because in effect it will be a cyber cab. If I chose to, I could have my Model Y drive me to work, then let it out for the day to earn money, and have it pick me up at the end of the night. Some people will do that, and Tesla will provide the platform for it.
Comments 0