
Cathie Wood discusses disruptive innovation, exponential growth, and investment principles. She emphasizes that true technology revolutions require going back to the late 1800s and early 1900s, citing the internal combustion engine, telephone, and electricity as examples. Wood also highlights Wright's Law, noting that for every cumulative doubling in the number of units produced by a new technology, costs decline at a consistent percentage rate. She also touches on multiomic sequencing, stating that the most profound application of AI will be in healthcare.
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