ARK Invest CEO Cathie Wood compared Anthropic’s Claude AI to the early days of the personal computer revolution, calling it a "True PC" moment. Speaking on the In the Know series, she likened Claude’s development to IBM’s first personal computer and Apple’s 1983 Lisa release. Wood described how a finance worker used Claude to automate multiple internal workflows that had been planned for months, generating detailed tables, graphs, and calculations that were checked against manual calculations. Last week, Claude beat ChatGPT to become the top free US app on Apple. This rise occurred as Anthropic faced growing scrutiny from the Pentagon after refusing to allow military access to users’ data for Pentagon-linked projects and mass surveillance. Wood noted that cloud computing, deep learning, and transformer models were important steps leading to current AI innovation. Last week, ARK Invest put more money into AI and computing companies including Baidu, CoreWeave, and Advanced Micro Devices, continuing to allocate funds to AI infrastructure and platforms.