Cathie Wood: Price Elasticity of Demand for AI Is Enormous
CathieDWood · x · 2026-09-12
ARK's Cathie Wood weighed in on AI economics, arguing that the price elasticity of demand for AI is enormous. The core point: the frontier keeps moving out on cost, not just capability — every new efficient-point plot shows that cheaper intelligence gets used more, reinforcing her long-standing cost-decline-drives-adoption thesis.
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