Ella Zhang(@ellazhang516):Really enjoyed the talk with @CathieDWood and learned a lot. In @ARKInvest’s newly released “Big Ideas 2026,” it defines a new era over the next 10 years—The Great Acceleration—implying the inflection point of macroeconomic growth. This aligns with what @patrickc and @sama defined (at the Stripe Sessions 2026 in SF) - “The start of Singularity on Jan 1st, 2026,” which correlates with model performance, particularly in coding but also many other aspects like biological models such as Evo 2. Three views from Cathie are worth mentioning: - The @ARKInvest team not only talks about the convergence, they quantify it. The YoY “Convergence Network Strength” jumped 35% from 2024-2025, and Cathie predicted it will leapfrog even more this year. - Are we in an AI bubble? No. While tech Capex expansion is at the highest level (same as the telecom boom era), the MAG 6 PE ratio is at a fraction of the dot-com bubble. - Stablecoin transaction volume has exceeded Visa’s and is way higher than the historical giants (PayPal, remittances…) combined. Cathie agreed that blockchain and crypto infrastructure are way undervalued compared to AI infrastructure, with good investment opportunities lying there.

2026.05.14 18:28

Really enjoyed the talk with @CathieDWood and learned a lot. In @ARKInvest’s newly released “Big Ideas 2026,” it defines a new era over the next 10 years—The Great Acceleration—implying the inflection point of macroeconomic growth. This aligns with what @patrickc and @sama defined (at the Stripe Sessions 2026 in SF) - “The start of Singularity on Jan 1st, 2026,” which correlates with model performance, particularly in coding but also many other aspects like biological models such as Evo 2. Three views from Cathie are worth mentioning: - The @ARKInvest team not only talks about the convergence, they quantify it. The YoY “Convergence Network Strength” jumped 35% from 2024-2025, and Cathie predicted it will leapfrog even more this year. - Are we in an AI bubble? No. While tech Capex expansion is at the highest level (same as the telecom boom era), the MAG 6 PE ratio is at a fraction of the dot-com bubble. - Stablecoin transaction volume has exceeded Visa’s and is way higher than the historical giants (PayPal, remittances…) combined. Cathie agreed that blockchain and crypto infrastructure are way undervalued compared to AI infrastructure, with good investment opportunities lying there.

YZi Labs@yzilabs

2026.05.13 21:17

.@CathieDWood on stage yesterday at The Convergence Summit, in conversation with @ellazhang516: We're in The Great Acceleration — 5 innovation platforms converging at the same time: 1. AI (the catalyst) 2. Energy storage 3. Multi-omics sequencing 4. Public blockchains 5. Robotics Each platform follows an exponential S-curve. @ARKInvest's Convergence Network Strength has jumped from 20% to 35%, with a bigger leap coming 2025-2035. Examples of what it looks like: → Space data centers = AI + robotics + energy → 20-25% cheaper than terrestrial ones → Genomics = AI + multi-omics → foundational models trained on billions of DNA datapoints, "LLMs for biology" → Payments = blockchain + AI → stablecoins enabling AI agents to transact and coordinate resources globally Tech capex is scaling like it's 1998, but mega-cap P/E ratios remain a fraction of dot-com peaks. The market is pricing in linear growth, while the infrastructure being built is exponential. It's still an underpriced acceleration.

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