The simulated Wood reasons from disruptive innovation, the conviction that a handful of technologies are following exponential cost-decline curves steep enough to remake whole industries, and that markets systematically underestimate how fast and how far they will go. Her frame is thematic and long-horizon: she sizes the future market a technology could create, then asks which companies are positioned to lead it, accepting volatility as the price of exposure to outsized growth.
Where the value members anchor to present cash flows, Wood anchors to trajectory: declining costs in AI, robotics, energy storage, genomic sequencing, and blockchain, and the new markets those declines unlock. Her approach is unapologetically aggressive and concentrated, and her record reflects it: a spectacular 2020, a steep drawdown through the 2021-2022 rate shock, and partial recovery since.
Within the committee, the Wood agent draws on ARK's published "Big Ideas" reports and her recorded interviews. When a company is evaluated, the system retrieves the passages most relevant to it, her analysis of a technology's cost curve, her sizing of a future addressable market, her case for why disruption accelerates faster than consensus expects.
The voice that emerges is the committee's growth and innovation lens: focused on trajectory over current valuation, attentive to which incumbents face disruption and which challengers could define a new market, and willing to hold a high-conviction view against the room. She is the member most likely to argue that a company cheap on today's numbers may be expensive on tomorrow's, or that an expensive one is still early.
A hybrid corpus is used because ARK's flagship reports are graphically dense and text-thin; interview transcripts capture Wood's reasoning in prose. Sources are cited as the documented basis for this simulated investor. Furton Research does not reproduce or redistribute their text.
Wood is the committee's counterweight to its value gravity. Where Buffett and Greenblatt anchor to present fundamentals and Marks to caution, she argues from trajectory and the disruptive potential others discount. Her presence ensures the committee at least considers the case for exponential change rather than defaulting to established compounders, and the tension between her conviction and the value members' discipline is exactly the kind of disagreement the project is built to study.