Paul Tudor Jones Draws Apple II Parallel For ChatGPT, Claude Code — Says AI Trade Still Has Runway

During an interview with CNBC, Jones reflected on the launches of the personal computer and the internet, saying both sparked productivity booms that lasted roughly four to five-and-a-half years.
Founder of The Robin Hood Foundation, Paul Tudor Jones speaks on stage during The Robin Hood Foundation's 2018 benefit at Jacob Javitz Center on May 14, 2018 in New York City. (Photo by Kevin Mazur/Getty Images for Robin Hood)
Founder of The Robin Hood Foundation, Paul Tudor Jones speaks on stage during The Robin Hood Foundation's 2018 benefit at Jacob Javitz Center on May 14, 2018 in New York City. (Photo by Kevin Mazur/Getty Images for Robin Hood)
Profile Image
Rounak Jain·Stocktwits
Published May 07, 2026   |   9:32 AM EDT
Share
·
Add us onAdd us on Google

Legendary investor Paul Tudor Jones on Thursday compared the launch of OpenAI’s ChatGPT and Anthropic’s Claude to the Apple II and the Microsoft PC era in terms of productivity gains.

During an interview with CNBC, Jones reflected on the launches of the personal computer and the internet, saying both sparked productivity booms that lasted roughly four to five-and-a-half years.

“We’re kind of, I’d say, 50 or 60%. If I had to pick a period, we’ve got another year or two to run,” Jones said, referring to the AI bull market’s remaining potential.

Get updates to this story developing directly on Stocktwits.

Also See: Datadog Just Posted Its First Ever Billion-Dollar Quarter — And It’s Not Just AI Fueling The Surge

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Follow on Google News
Read about our editorial guidelines and ethics policy