ARK Invest(@ARKInvest):"Velocity to market is much more important than the marginal price here... (Anthropic) They're willing to pay a very, very high premium relative to what compute was trading at even last year just to service the customers they've already onboarded."

ARK Invest

@ARKInvest

Free research on 5 key disruptive innovation themes we invest in: AI, robotics, biotech, energy storage, & blockchain. Disclosure:

Joined March 2014

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ARK Invest@ARKInvest

2026.05.16 12:43

"Velocity to market is much more important than the marginal price here... (Anthropic) They're willing to pay a very, very high premium relative to what compute was trading at even last year just to service the customers they've already onboarded." - @wintonARK Watch → 22:34