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I think this is a multi-trillion dollar company. I think Anthropic is a multi-trillion dollar company."},"performance":{"entryPrice":1033.7,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_758da9a5782b0ac268","url":"/trace/claims/mcl_758da9a5782b0ac268","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Sacks flags a real catalyst: GPT-5.5 is re-accelerating OpenAI's growth and Codex is taking coding share. That share-take into accelerating growth is what would mark OpenAI's private valuation higher, which the vntl:OPENAI perp tracks.","confidence":0.72,"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=10MdOvK-aG4&t=1122s","sourceUrl":"https://youtube.com/watch?v=10MdOvK-aG4","timecode":"18:42","startMs":1122000,"endMs":null,"excerpt":"We hear very good things about Codex now based on GPT 5.5... Their rate of growth appears to be accelerating now because of 5.5. So, look, there's reason to believe that Open AI can take some share here."},"performance":{"entryPrice":1144,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_dad32b0a392177cb49","url":"/trace/claims/mcl_dad32b0a392177cb49","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"OpenAI growing 3x while Anthropic does 10x; share math says it loses ground to the faster compounder","confidence":0.72,"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=4oq91rzQcO8%26t%3D2355s&t=3311s","sourceUrl":"https://youtube.com/watch?v=4oq91rzQcO8%26t%3D2355s","timecode":"55:11","startMs":3311000,"endMs":null,"excerpt":"if you have one company that's growing at 10x year over year and another company that's growing at 3x year over year, within two years, the first company will have 90% market share."},"performance":{"entryPrice":1321.5,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_31f0cb762fed3bfd42","url":"/trace/claims/mcl_31f0cb762fed3bfd42","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"A trillion in spending commitments on sixty billion in revenue, and the plan is to hope retail picks up the bag, that math does not hold.","confidence":0.72,"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=0umrMuUClC4&t=968s","sourceUrl":"https://youtube.com/watch?v=0umrMuUClC4","timecode":"16:08","startMs":968000,"endMs":null,"excerpt":"It's 100% probable. Look, I'll just say it's been said before, a trillion for spend commitments. On $60 billion of revenue, and now you're going to go to the public and hope that retail is going to pick that up?"},"performance":{"entryPrice":1278.7,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}}]}