Cathie Wood Predicts Robotaxis as Next Major AI Opportunity, Highlights Tesla as Key Player

Cathie Wood, CEO of Ark Invest, has identified robotaxis as the next significant frontier in artificial intelligence. "2025 is shaping up to be the year of the robotaxi," according to a recent Ark Invest report. The firm notes a threefold improvement in safety since mid-2024, bringing autonomous vehicles closer to matching human accident rates in the U.S.

The rapid advancements stem from aggressive AI adoption in the autonomous driving sector. While many investors overlook its AI potential, Wood forecasts one company will emerge as a dominant force in the AI landscape by 2030. Though unnamed in the excerpt, context suggests Tesla remains a focal point for both Wood and Wedbush analyst Dan Ives.

Ives projects a $2 trillion combined market opportunity for AI and robotaxis by 2026, fueled by Big Tech capital expenditures and enterprise adoption. "The AI Revolution is entering its next growth phase," he stated, with Tesla positioned as a primary beneficiary. The electric vehicle Maker constitutes a major holding in Ark Invest’s portfolios.