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Cathie Wood Talks Elon Musk at Milken | Bloomberg Businessweek, Sonic AI
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Cathie Wood Talks Elon Musk at Milken | Bloomberg Businessweek
Bloomberg Businessweek
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May 7, 2026
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13:26
Interview
Cathie Wood Talks Elon Musk at Milken | Bloomberg Businessweek
From
Bloomberg Businessweek
Cathie Wood
(CEO, CIO, and Founder, ARK Invest, guest)
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Executive Summary
Elon Musk is pursuing a deep vertical integration strategy across his companies (Tesla, SpaceX, xAI), including building a joint chip factory and planning orbital data centers to control the supply chain and create new markets.
ARK Invest forecasts that Tesla's vertically integrated model will enable its robotaxi network to operate at 25 cents per mile, a cost structure 50% lower than competitors like Waymo by 2030, potentially collapsing the cost of transportation.
The AI hardware landscape is expected to evolve, with experts like AMD's CEO predicting a shift from the current 4-5 GPUs per CPU to a 1:1 ratio, suggesting a significant increase in demand for CPUs for inference and agentic AI workloads.
government is engaging with major AI companies like Google and Microsoft, focusing on vetting models for national security purposes rather than imposing heavy-handed regulation, which is seen as a pragmatic approach to fostering innovation.
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