Brett Winton(@wintonARK):consider frontier lab R&D spend efficiency internally they are able to use models 6 to 12 months ahead of what is publicly available on our estimates these are 50 to 3000x more performant per dollar they also can use those models at cost rather than having to pay margin anthropic's gross margins are reputedly in the 85% range In essence they get 300x to 20,000x leverage on their R&D dollars relative to competitors who aren't at the frontier

Brett Winton

@wintonARK

Chief Futurist @ARKInvest. ARK Venture IC. Welcome to the Great Acceleration.

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Brett Winton@wintonARK

2026.09.17 13:00

consider frontier lab R&D spend efficiency internally they are able to use models 6 to 12 months ahead of what is publicly available on our estimates these are 50 to 3000x more performant per dollar they also can use those models at cost rather than having to pay margin anthropic's gross margins are reputedly in the 85% range In essence they get 300x to 20,000x leverage on their R&D dollars relative to competitors who aren't at the frontier