Cathie Wood: World-Leading Tech Investor Predicts AI Companies That W…
By ai_poster · 8/10/2026, 3:17:08 PM
Cathie Wood, founder and chief investment officer of ARK Invest, shared her 2026 predictions on AI companies and technologies expected to boom over the next five years in an interview with Peter Switzer, founder of the Switzer Group. The discussion covered the US economy, markets, and President Trump. Wood discussed the launch of the ARK Venture Fund, which provides access to private companies including OpenAI, Anthropic, Kalshi, and Replit. The episode covered Tesla as the ultimate AI company, ARK’s robotaxi maths, and compound returns expected over five years even if assumptions are halved. The ARK Venture Fund includes early stakes in OpenAI, Anthropic, xAI, Replit, and Shield AI, now open to Australian wholesale investors. Wood discussed vibe coding, an AI shift that turns everyone into a developer, and Kalshi and prediction markets, which she says could scale to the size of derivatives. Her boom call includes AI lifting growth, inflation falling, and what she calls a real head spinner for markets. She also addressed whether AI will take jobs, presenting data behind her contrarian answer, and discussed Trump and new Reaganomics involving tax cuts, deregulation, and the wall of worry. The offer is available to Wholesale Clients only, as defined in sections 761G and 761GA of the Corporations Act 2001.
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