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SpaceX IPO 'Will Be Volatile' Says Ark Invest's Cathie Wood, Sonic AI
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SpaceX IPO 'Will Be Volatile' Says Ark Invest's Cathie Wood
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May 6, 2026
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12:22
Interview
SpaceX IPO 'Will Be Volatile' Says Ark Invest's Cathie Wood
From
Bloomberg
Cathie Wood
(Founder, CEO & CIO, Ark Invest, guest)
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Executive Summary
Elon Musk's strategy of vertical integration across his companies (Tesla, SpaceX, XAI) is seen as a key driver for creating next-generation technologies and dominating future markets.
ARK Invest is highly bullish on Tesla's robotaxi network, forecasting its vertically integrated model will achieve a cost of 25 cents per mile, significantly undercutting competitors like Waymo.
The upcoming SpaceX IPO is met with high demand, and its long-term value could be orders of magnitude higher than current estimates due to the potential of orbital data centers.
The AI hardware market is evolving, with the importance of CPUs expected to grow to a one-to-one ratio with GPUs, signaling a broader investment opportunity in semiconductors beyond just Nvidia.
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Processed May 6, 2026
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