「Wood Sister」: AI Craze Brings About 「Benign Deflation」, Market is on the 「Flip Side」 of a Bubble

BlockBeats News, February 13th, "WoodSis" Cathie Wood stated yesterday at Bitcoin Investor Week 2026 that current US inflation has dropped to 0.8% and will soon enter negative territory. "When I saw Pepsi reduce the prices of potato chips and Doritos by 15%, I knew the wind had shifted. The latest data shows that the year-on-year increase in second-hand house prices has dropped to 0.9%, new house prices are already falling, and gasoline prices are also declining." This kind of "benign deflation" is driven by innovation. The AI ​​boom actually has a strong deflationary effect: AI training costs are decreasing by 75% annually, while inference costs are plummeting at an annual rate of 85%.

Cathie Wood also stated that the market is currently experiencing the "other side" of a bubble. Robotics, AI, blockchain, energy storage, and multiomics are in a "golden age." It is expected that the next few years will usher in a period of prosperity for US investments.