Moonshots With Peter Diamandis: Cathie Wood on AI Agents, Bitcoin & a Tesla-SpaceX Merger

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This episode with Peter Diamandis and Cathie Wood feels less like theory and more like a live market thesis. They're diving into Elon Musk's next moves, AI, tokenization, and why the future may be arriving faster than anyone expects. And Wood doesn't hold back. She actually says a Tesla and SpaceX merger could happen, linking it to Musk's larger ambition. Mars is the ultimate goal in her view, with businesses like broadband, orbital data centers, xAI, and maybe even Neocloud as milestones along the way.

She explicitly says, “We do believe a merger will happen.” Though she notes Musk is carefully navigating China, defense, and geopolitics.

But here's where it gets really interesting—the AI discussion.

Right, and she makes this bold claim: "There will be more AI agents than humans on the internet by next year." Think about that. Every person could soon have thousands of agents working for them, eventually becoming full economic actors that negotiate and transact with each other. Which raises huge infrastructure questions. Wood says that future will require new systems for identity, provenance, and incentive checks. And blockchain becomes a natural fit—persistent public logs, stablecoins, smart contracts, making capital formation nearly instantaneous.

She even points to regulatory experiments in places like Argentina, where President Milei has signaled openness to AI-friendly policy. But the bigger questions are fascinating: How will AI entities incorporate? Who carries liability? Could they raise capital or create their own tokens and economies?

That connects to her vision of DAOs and the metaverse, which she doesn't see as a game world, but as a living digital economy. She says the metaverse is really about "the layers of intelligence waiting to be discovered in the world," extending to digital property rights that could lift people out of poverty. On finance, Wood argues tokenization will unlock 24/7 markets, greater liquidity, and more global participation in U.S. assets. She's talking about stablecoins like USDC, faster settlement, tokenized treasuries, bonds, even venture funds reshaping capital markets. But she's not overhyping the near-term. Humanoid robots are harder than robo-taxis, she admits, though battery power, electric propulsion, and AI are converging. And despite more machine work, human experience will matter more than ever. That optimism extends to healthcare. Wood says AI's most profound application may be in life sciences, calling AI and longevity the two biggest markets on the planet. Her mission is countering fear with data-driven optimism.

And she closes with Bitcoin. Despite flash crashes and quantum-computing worries, Wood says, "I am still bullish about the million-dollar price target." Stablecoins may handle practical uses, but Bitcoin remains the original internet-native currency and distinct asset class. Her message is clear: the economy is becoming more automated, more tokenized, more global. The challenge isn't whether the future is coming—it's how quickly institutions can adapt to it.