Ark's Cathie Wood on DeepSeek, AI, Crypto, Trump

This discussion highlights how the decreasing costs of AI innovation are reshaping the tech sector, particularly in the competition between inference and training chips. While industry giants like Nvidia and Microsoft currently dominate, falling costs could enable mid-cap firms to gain market share. Key applications such as autonomous mobility and healthcare advancements are identified as areas where AI is poised to make a major impact. Additionally, the conversation explores the geopolitical dimensions of AI, including US-China tech competition and evolving cryptocurrency regulations.