zBattle Blog Technology Cathie Wood says AI in one big field is the ‘sleeper’ opportunity Wall Street is missing
Technology

Cathie Wood says AI in one big field is the ‘sleeper’ opportunity Wall Street is missing

  • Cathie Wood says AI in healthcare could deliver massive returns.

  • The investor known for bold bets on disruptive tech called the sector “the sleeper.”

  • “It’s the most inefficiently priced part of the market,” Wood said.

Cathie Wood says Wall Street is overlooking AI’s biggest payoff.

The CEO of Ark Invest said at the All-In Summit 2025 in September that the real AI revolution is happening in hospitals and labs — and investors are barely paying attention.

“The most profound application of AI is in healthcare,” Wood said in a discussion posted Tuesday.

She added that combining AI with advances in gene sequencing and CRISPR technology — a technology scientists use to selectively modify the DNA of living organisms — could spark a medical transformation.

“This is the sleeper. It’s the most inefficiently priced part of the market,” Wood said.

Wood said that five major technologies — AI, robotics, energy storage, blockchain, and genomics — are each entering their steep growth phase. When one advances, it accelerates the others.

That convergence is why healthcare could deliver massive gains for investors willing to bet early, Wood said. Smarter algorithms make gene sequencing faster; cheaper sequencing gives AI more data to learn from; and breakthroughs in gene editing can open the door to new treatments.

It’s not the first time Wood has gone against the grain — her funds became famous for early bets on Tesla and Roku.

Wood also said some of the so-called “MAG 6” tech giants — Microsoft, Nvidia, Meta, Apple, Amazon, and Alphabet — could see slower growth in the next five years. These giants tripled in valuation in market cap from 2019 to 2024 “because investors were playing it safe, and they were investing only in the largest, most cash-rich stocks.”

“That was a very difficult time for innovation for venture capital generally,” Wood said, referring to the years when investors stuck with Big Tech. “Now we think it is truly disruptive innovation’s time to shine in the market,” she added.

Wood did not respond to a request for comment from Business Insider. Her firm managed over $13 billion in May, according to its most recent filing.

AI is quickly reshaping the healthcare industry, and tech’s biggest players are racing to stake their claims.

Microsoft has been integrating AI into its cloud solutions to automate hospital operations. Earlier this year, Microsoft said its medical AI system diagnosed cases more accurately than human doctors by a wide margin in a study.



Source by [author_name]

  • Cathie Wood says AI in healthcare could deliver massive returns.

  • The investor known for bold bets on disruptive tech called the sector “the sleeper.”

  • “It’s the most inefficiently priced part of the market,” Wood said.

Cathie Wood says Wall Street is overlooking AI’s biggest payoff.

The CEO of Ark Invest said at the All-In Summit 2025 in September that the real AI revolution is happening in hospitals and labs — and investors are barely paying attention.

“The most profound application of AI is in healthcare,” Wood said in a discussion posted Tuesday.

She added that combining AI with advances in gene sequencing and CRISPR technology — a technology scientists use to selectively modify the DNA of living organisms — could spark a medical transformation.

“This is the sleeper. It’s the most inefficiently priced part of the market,” Wood said.

Wood said that five major technologies — AI, robotics, energy storage, blockchain, and genomics — are each entering their steep growth phase. When one advances, it accelerates the others.

That convergence is why healthcare could deliver massive gains for investors willing to bet early, Wood said. Smarter algorithms make gene sequencing faster; cheaper sequencing gives AI more data to learn from; and breakthroughs in gene editing can open the door to new treatments.

It’s not the first time Wood has gone against the grain — her funds became famous for early bets on Tesla and Roku.

Wood also said some of the so-called “MAG 6” tech giants — Microsoft, Nvidia, Meta, Apple, Amazon, and Alphabet — could see slower growth in the next five years. These giants tripled in valuation in market cap from 2019 to 2024 “because investors were playing it safe, and they were investing only in the largest, most cash-rich stocks.”

“That was a very difficult time for innovation for venture capital generally,” Wood said, referring to the years when investors stuck with Big Tech. “Now we think it is truly disruptive innovation’s time to shine in the market,” she added.

Wood did not respond to a request for comment from Business Insider. Her firm managed over $13 billion in May, according to its most recent filing.

AI is quickly reshaping the healthcare industry, and tech’s biggest players are racing to stake their claims.

Microsoft has been integrating AI into its cloud solutions to automate hospital operations. Earlier this year, Microsoft said its medical AI system diagnosed cases more accurately than human doctors by a wide margin in a study.

Exit mobile version