Investing in Disruptive Innovation

In the late 1800’s, three innovation platforms shaped the world as we know it today: the telephone, electricity, and the internal combustion engine. Today, five powerful innovation platforms are accelerating at the same time: DNA sequencing, robotics, energy storage, deep learning, and blockchain technology. Cathie Wood, CEO and CIO of ArkInvest, is leading the way in investing in disruptive technologies at a time when many investors are holding back due to uncertainty. Azeem Azhar and Cathie discuss the multi-trillion-dollar opportunity in exponentially-developing industries, the role of incumbents, and how investors can shift gears to find comfort in risk. Further Reading: Moore’s Law Isn’t Dead: It’s Wrong — Long Live Wright’s Law (Jan. 2, 2019) On the Road to Full Autonomy with Elon Musk (Feb. 19, 2019) 18 Exponential Changes We Can Expect in the Year Ahead (Dec. 31, 2017) Cathie Wood @CathieDWood Azeem Azhar @azeem www.exponentialview.co