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Cathie Wood argues the Jevons paradox is driving explosive AI growth: inference costs fall 99.99% yearly while usage surges, pushing OpenAI's run rate to $70B and past Anthropic's reported $65B, which she sees as a catalyst for broad GDP growth.
Cathie Wood and Daniel Maguire of ARK Invest discuss how AI could accelerate long-term real GDP growth beyond 7-8% annually, highlighting AI's role as a powerful conversion mechanism in economic activity.
The article discusses ARK Invest's estimate that a single Starship launch could eventually generate around $1 billion in connectivity revenue, referencing Elon Musk's plans for Starship flights.
ARK Invest shares key points on Tesla's potential reduced reliance on China, covering merger timing, AI costs, market winners, and AI hardware in a video breakdown.
The article discusses how agentic AI may shift the computing focus back to CPUs from GPUs, citing OpenAI's CFO and Ark Invest's CEO. It argues that inference for agents involves orchestration and general-purpose tasks that CPUs handle better.