Cathie shares her 2026 predictions on the AI companies and technologies she believes will boom over the next five years. Peter and Cathie also discuss the outlook for the US economy, markets, President Trump and much more. Cathie also discusses the launch of the ARK Venture Fund, which provides access to some of the world’s most influential and fast-growing private companies, including OpenAI, Anthropic, Kalshi and Replit, to name a few. The data behind her contrarian answerTrump and the new Reaganomics: tax cuts, deregulation and the wall of worryChapters00:00 – Introduction02:40 – Tesla, robotaxis and the ultimate AI company08:48 – What is vibe coding? 12:17 – The ARK Venture Fund comes to Australia24:20 – Kalshi and prediction markets31:15 – The US economy, stocks and the boom36:46 – Will AI take your job?