Cathie Wood expresses optimism about the autonomous taxi ventures of both Tesla and Baidu, and has commenced a modest accumulation of Baidu shares. She anticipates that the market for robotaxis could balloon to a size of $8 to $10 trillion within the next 5 to 10 years. Furthermore, she believes that Baidu is poised to capture a significant share in both domestic and international markets, with its full potential yet to be priced into the stock.
