Cathie Wood: Block's product velocity is phenomenal since Jack reorganized around AI

CathieDWood · x · 2026-09-05

ARK's Cathie Wood highlighted a roadmap scoresheet tracking Block's Investor Day promises, arguing that product velocity has been phenomenal since Jack Dorsey reorganized the company and activated AI. Delivered: Cash App accounts for ages 6-12, integration with federal child savings programs (Trump Accounts), and deeper Afterpay integration. Still pending: accounts/savings for ages 0-5, with "multiplayer money" social features only partially shipped.

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