Paul Tudor Jones Compares AI Era to Apple II Dawn

NEW YORK — Hedge fund manager Paul Tudor Jones compared the current artificial intelligence boom to the Apple II era of personal computing and said the AI investment trade remains in early stages, according to Stocktwits. Jones singled out OpenAI’s ChatGPT and Anthropic’s Claude Code as defining products of the current AI wave.

Jones, founder of Tudor Investment Corp. and a prominent macro investor, drew the comparison to Apple’s 1977 personal computer. The Apple II launched a technology shift that took decades to play out.

Jones made the comments as major technology companies continue to pour billions into AI infrastructure, with Nvidia, Microsoft, Alphabet and Amazon among the largest recipients of the buildout. Jones cited Claude Code — Anthropic’s AI-powered software development tool — alongside ChatGPT as key drivers of the AI investment thesis.

Jones’s bullish stance on AI comes as some market observers have raised concerns that AI valuations have become stretched. Jones gained prominence for predicting the 1987 stock market crash.

Tudor Investment Corp. manages billions in assets and Jones’s public commentary on market themes is followed by institutional investors and traders.