In Full: Cathie Wood Talks DeepSeek Market Lessons

The transcript discusses investment confidence in the AI market, highlighting NVIDIA's role and the impact of AI on sectors like healthcare and autonomous vehicles. It explores Tesla's advancements in autonomous driving and the potential for regulatory changes under Donald Trump. The discussion also covers investment opportunities in the UK and Europe, emphasizing the importance of AI and robotics.

What is the main reason for the decline in AI training and inference costs?

• Higher demand for AI applications

• Government subsidies

• Technological advancements led by NVIDIA

• Increased competition in the market

Which sector is expected to see a significant impact from AI according to the transcript?

• Autonomous mobility

• Retail

• Real estate

• Education

What is the expected global opportunity value for autonomous mobility?

• $1 to $2 trillion

• $15 to $20 trillion

• $3 to $5 trillion

• $8 to $10 trillion

What regulatory change is anticipated for the robo taxi field in the US?

• No regulation

• State-level regulation

• Federal government regulation

• International regulation

What is the main concern regarding Elon Musk's involvement in multiple ventures?

• Lack of innovation

• Spreading himself too thin

• Insufficient funding

• Regulatory challenges

What is Tesla's competitive advantage in the autonomous vehicle market?

• Lower production costs

• Advanced battery technology

• Proprietary data on roads

• Government support

What is the focus of the flagship fund launched by Arc Europe?

• Real estate

• Innovation platforms

• Traditional industries

• Consumer goods

Which two AI companies from the UK are mentioned as significant?

• DeepMind and ARM

• NVIDIA and Intel

• Google and Microsoft

• Apple and Amazon

What is the main regulatory challenge faced by companies like Palantir in Europe?

• Lack of skilled workforce

• Regulatory obstacles and fines

• Strict data privacy laws

• High taxes

What is the UK government's stance on AI and innovation according to the transcript?

• Restrictive

• Indifferent

• Uncertain

• Progressive