Ark Invest's Cathie Wood: AI, robots, and self-driving cars will disrupt the world, and Bitcoin is expected to soar to 150K

ARK Invest CEO Cathie Wood released the 2025 major trends report on 2/12, analyzing how technologies such as AI, automation, blockchain, etc., are changing the global economy and market. She predicts that the global GDP growth rate will increase from 3% to over 7%, while the market capitalization of innovative technologies will surge from $12 trillion to $140 trillion within 5 years.

AI technology revolution, software engineering, medical research, and unmanned driving are undergoing comprehensive changes.

Wood first expressed that AI is the most important technological trend in recent years, and its impact will be even more profound by 2025. Currently, AI has driven productivity to unprecedented levels, such as:

Software Development: In 2023, AI can only handle 3% of software development projects, but by the end of 2024, it has soared to 75%, and is expected to soon reach 100%.

Medical research: AI can only test 20 new drugs in 2023, but by 2024, the number has surged to 200, increasing the speed of new drug development by more than 10 times.

Autonomous driving: Tesla (Tesla) is expected to launch its fully autonomous driving (FSD) taxi service in June this year and may quickly expand it nationwide. This will be the largest-scale advancement in autonomous driving since Waymo's listing in 2018.

Robots will enter homes and factories, with a market capitalization of 26 trillion dollars

Wood predicts that humanoid robots (Humanoid Robots) will become the new wave of technological revolution, with applications covering:

Family: Robots will replace household chores such as laundry, cooking, cleaning, etc., similar to how washing machines reduced household chores by 85% back in the day.

Industry: The automation of manufacturing will become even more mature, and efficiency may even surpass the assembly line revolution of 100 years ago.

The rise of the robotics industry comes from AI, energy storage, and robotics technology. The maturity of these technologies will significantly reduce the cost of robots, allowing them to enter the market more quickly.

SpaceX reduces the cost of rocket recovery, and the space business opportunity will reach 1,320 billion baht

Wood said that with the progress of SpaceX's rocket recovery technology, from originally taking 1 year to recover once, to now only taking 2 weeks, and even potentially shortening to 2 days in the future, this will significantly reduce the cost of satellite launches and promote the development of the space economy. Wood estimates that the potential benefits of space business opportunities will reach $132 billion, making global communication and network infrastructure more complete.

Bitcoin attracts institutional funds, and the price is expected to soar to 150K

With the approval of the Bitcoin spot ETF in the United States, and an increasing number of institutional investors incorporating (BTC) into their asset allocations, Bitcoin has officially become an important asset in the global investment market. Wood is optimistic that the future price of Bitcoin will definitely soar to 150K.

In addition, the stablecoin (Stable Coin) market is growing rapidly, with a trading volume of $15 trillion in 2024, surpassing Visa and Mastercard. It is expected to reach $30 trillion in 2025, indicating that DeFi is becoming an important infrastructure for the global economy.

The gene technology revolution has led to faster drug development and significantly reduced treatment costs for diseases

Wood is also particularly concerned about the application of gene editing (CRISPR) and AI in medicine, and believes that this will fundamentally change the medical industry:

Faster and cheaper drug development: By using AI and genetic technology, the failure rate of drug trials can be significantly reduced, allowing more diseases to be cured.

Gene therapy opportunity: CRISPR technology has successfully treated sickle cell anemia and β-thalassemia, and is also actively developing diabetes treatment techniques. Once successful, it will be a major breakthrough in medicine.

The traditional financial market has a more conservative attitude towards 'healing diseases' because it may affect the long-term income of pharmaceutical companies. Wood believes that the value of treating diseases should be 2 to 20 times that of traditional chronic disease treatment, so the return on investment in related industries will jump from 5% to 15-45%.

AI, robots, and blockchain technology will drive global GDP growth to 7%

In conclusion, with the maturation of emerging technologies such as AI, robots, blockchain, etc., global GDP growth rate will increase from the current 3% to 7% or even higher. It also indicates that this economic transformation is similar to the technological revolution over 100 years ago, when the global GDP also grew from 0.6% to 3%.

She said that if these predictions come true, it means:

The market capitalization of the innovative technology sector will soar from $12 trillion to $140 trillion.

Microsoft, Apple, Google, Amazon, Nvidia, Meta, and other US stocks, MAG 6 Market Cap will increase from $16 trillion to $60 trillion.

Innovative technology companies will be the biggest winners in the future stock market, and the market will no longer be limited to just "tech giants," with many emerging enterprises poised for explosive growth.

(Cathie Wood: DeepSeek shocks the dominant position of Huida AI, Trump's policy affects Bitcoin's downturn to 75K)

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