Keep pulling the thread on Cathie Wood.
ARC predicts that real GDP growth will accelerate to over 7% annually by 2030, driven by the convergence of five major innovation platforms.
ARC forecasts that annual spending on data center infrastructure will grow from approximately $500 billion currently to $1.4 trillion by 2030.
ARC forecasts that the software market will grow between 19% (bear case) and 54% (bull case) annually, a significant acceleration from the 14% annual growth over the last decade.
ARC predicts the market for tokenized assets on public blockchains will grow from $19 billion to $11 trillion, driven primarily by public equities, sovereign debt, and bank deposits.
ARC estimates that Tether generated approximately $50 million in revenue per employee last year.
ARC estimates that a one-time cure for Hereditary Angioedema (HAE), currently in trials by Intellia Therapeutics, would be worth $11 million to the healthcare system and could be priced at approximately $3 million.
ARC has updated its analysis to project that Tesla's cost structure for robotaxis will be 50% lower than Waymo's, an increase from a previous estimate of 35% lower.
ARC forecasts that the global autonomous vehicle ecosystem will generate $34 trillion in market capitalization by 2030.
ARC predicts that drone delivery will reduce costs to less than $1 per delivery, a more than 90% reduction from the current average cost of approximately $15 on platforms like DoorDash.
At ARC, the productivity gains from a $20 per month AI subscription are realized within approximately half a day of work.
Cathie Wood identifies OpenAI, Anthropic, and XAI as key private market leaders in AI, while highlighting Palantir as the public market success story in the platform-as-a-service layer.
Cathie Wood predicts that JPMorgan will successfully navigate disruption from DeFi and blockchain technology and will likely consolidate the traditional financial market.