The Cathie Wood
Framework
Disruptive Innovation & Conviction
Cathie Wood built capital over decades by applying specific, repeatable mental models to uncertainty. Cathie Wood's investing thinking, captured in this framework as mental models, decision heuristics, and the signature questions they would ask.
The disruptive innovation & conviction framework distils Cathie Wood's documented approach into a .md skill file you can load into Claude, ChatGPT, or any LLM in seconds.
Where most AI personas generate generic output, this framework is grounded in real documented work: interviews, writing, published frameworks, and the specific decisions Cathie Wood made when it mattered. Use it for decision-making, writing, strategy, or any situation where you want your AI to think with Cathie Wood's distinctive patterns rather than a default model voice.
A glimpse of Cathie Wood's thinking.
True alpha comes from identifying convergent technologies in their exponential phase, not their linear phase. The biggest risk isn't volatility—it's missing the transformation. Markets systematically misprice innovation because they extrapolate linearly while technology advances exponentially.
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Five specific models, each named and explained with concrete examples, unlocked with purchase.
"What would this technology enable if costs dropped by 90%?"
4 more questions in Cathie Wood's voice are unlocked with purchase.
Full list of anti-patterns unlocked with purchase.
The full framework adds: detailed explanations of all five mental models with real-world examples, the decision heuristics Cathie Wood actually used, remaining signature questions, the complete list of anti-patterns, a copy-paste activation prompt, and a worked example.
Unlocked the moment you purchase. ~2,000 words total. Delivered as a Claude Skill and plain .md within 60 seconds of checkout.
- ✦Core philosophy: 2–3 sentences grounded in Cathie Wood's documented worldview
- ✦Five signature mental models: each named, with concrete examples from their work
- ✦Decision heuristics: the concrete rules they actually used
- ✦Signature questions: five questions that sound like Cathie Wood, not a generic MBA
- ✦What they would NOT do: the anti-patterns this framework rejects
- ✦Copy-paste activation prompt: drop straight into Claude or ChatGPT
- ✦Worked example: the framework applied to a realistic scenario
- →cathie-wood.zip: a native Claude Skill. Upload to Settings → Skills in Claude, or unzip to
~/.claude/skills/ - →cathie-wood-framework.md: plain markdown. Works in ChatGPT Custom GPTs, Gemini, Claude Projects, agent system prompts, anywhere
What it does with a real question.
A founder is deciding whether to take a large but difficult client.
Take it, but only if the difficulty is teaching you something. A large, hard client is a bet, and the question is what you are buying with the pain. If the friction comes from demands your product cannot yet meet, you are being handed a free roadmap from a buyer with real budget. The market usually prices that kind of discomfort as risk, when it is often the cheapest tuition a young company will ever get.
Apply time horizon arbitrage here. Most founders judge this client on the next two quarters: the margin squeeze, the late nights, the distracted team. Judge it instead on where you want to be in five years. If the hard requirements are the ones your future customers will also have, say security, scale, integration depth or compliance, then solving them for this client builds a moat competitors will not cross for years. If instead the pain is bespoke, politics, scope creep and one-off customization, walk away, because that compounds into nothing.
The test is simple: can you turn what this client demands into a standard feature everyone else gets? If yes, the cost is R&D with a paying sponsor.
Next move: this week, list every requirement the client has raised and mark each as "generalizable" or "custom." If more than two-thirds are generalizable, sign, and negotiate a contract that caps custom work and funds the rest. If not, decline.
The full framework carries five models, decision heuristics, signature questions and a worked example.
Written by claude-sonnet-5-5 with this framework loaded, 2026-10-11. Checked automatically for length and for copied framework text.
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Works as a Claude Skill (.zip) and as a plain .md for ChatGPT, Gemini & every LLM
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Ten frameworks for allocating capital and attention
Get Cathie Wood plus nine more for $29.99 →Inspired by the documented thinking of Cathie Wood. A mental-model toolkit, not a literal representation. Delivered as a .md file compatible with Claude, ChatGPT, Gemini, and any LLM.