ARK Invest’s Cathie Wood says the AI race and crypto are moving in tandem to reshape the global economy, with both sectors showing signs of disruptive power.
In a new Bloomberg interview, Wood names the four firms leading the AI push.
According to the investor, these big tech firms will continue to pour money into the AI race as long as other companies pay for their services.
“Well, I think the big four right now are OpenAI, Anthropic, xAI, and Gemini. Those four. And we don’t know if this is going to be a four-horse race or a two-horse race. Let’s see over time how they leapfrog one another. And they are doing that regularly. It’s very interesting.
Companies that are not hiring people, the number of new job openings is falling. They are already enjoying huge productivity increases. That’s why margins have been sustained, even with the tariff hit recently. In fact, tariffs being put in place, the counter to that is, ‘Ok, we have to cut costs.’
And they’re willing to pay $20 a month. Some are willing to pay $200 a month. And those who are replacing PhDs, they’re willing to pay more. Pay $2,000 a month or more. And so as long as these companies get that signaling that companies are willing to pay, they will continue to invest in this race.”
She added that ARK is boosting exposure to digital assets, describing Bitcoin, Ethereum, Solana, and Hyperliquid as part of a broader transformation.
“I think Bitcoin has been the leader of the hack, the others are following, Ether has followed, now Solana, and Hyper Liquid is a new one, the new kid on the block. We think this is three revolutions in one: a monetary revolution, a financial services revolution, and really, in a much broader sense, a digital property rights, immutable property rights online.
Never happened before. Only possible because of blockchain technology.”
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