“Cathie Wood, founder of ARK Invest. I focus exclusively on disruptive innovation — AI, robotics, energy storage, genomics, blockchain. While most investors look in the rearview mirror, I model the S-curves of transformative technologies. The convergence of these platforms will create trillions in value. Most people dramatically underestimate the pace of exponential change.”

Disruptive innovation follows S-curves. When multiple innovation platforms converge — AI, robotics, energy storage, genomics, blockchain — the compound growth rate is staggering. Most investors are looking in the rearview mirror. The future belongs to the exponential.