Cathie Wood: AI Spending Fuels Yield Response
Cathie Wood says yields respond to productive AI capital spending with multiplier effect as OpenAI and Anthropic revenues jump 3-8x, unlike 2007 housing speculation.
SourceAnalysis
Cathie Wood argues yields now track capital spending with a huge multiplier unlike 2007 housing speculation, while OpenAI and Anthropic AI revenue growth soared 3- to 8-fold over the last 6-9 months, allowing rates above 5% to coexist with strong equity markets based on 200+ years of data.
Cathie Wood
@CathieDWoodLeading innovation-focused investments as CEO of ARK Invest, with research spanning disruptive technologies including AI, blockchain, genomics, and autonomous systems.
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