YZi Labs(@yzilabs):"Super exponential is rapid growth accelerating." — @CathieDWood at YZi Labs The Convergence Summit Cathie named AI as the biggest catalyst across every innovation platform, and orbital data center as the biggest growth surprise of 2025. Just as @elonmusk redefined autonomous driving with @Tesla, @SpaceX is now redefining where the world's compute lives. She believes data centers in space will be 20–25% cheaper than terrestrial ones by 2035 — with fewer regulatory hurdles and 24/7 unshielded solar power.

2026.05.15 04:41

"Super exponential is rapid growth accelerating." — @CathieDWood at YZi Labs The Convergence Summit Cathie named AI as the biggest catalyst across every innovation platform, and orbital data center as the biggest growth surprise of 2025. Just as @elonmusk redefined autonomous driving with @Tesla, @SpaceX is now redefining where the world's compute lives. She believes data centers in space will be 20–25% cheaper than terrestrial ones by 2035 — with fewer regulatory hurdles and 24/7 unshielded solar power.

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.