{"version":"market-claims.v1","claim":{"id":"mcl_020323a122d314ad53","url":"/trace/claims/mcl_020323a122d314ad53","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Jason explicitly stakes a fade: OpenAI is at peak, share is bleeding to Google, Grok, Claude and Meta, and the world takes two-thirds of the market. He even names the trade as betting against OpenAI versus the field.","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=9y7TTU1jIvk&t=633s","sourceUrl":"https://youtube.com/watch?v=9y7TTU1jIvk","timecode":"10:33","startMs":633000,"endMs":null,"excerpt":"I think we're at peak Open AI right now. I said it on the show a couple weeks ago. I think the pair trade is to to bet against every it's Chat GPT versus the world, and I think the world wins two-thirds."},"performance":{"entryPrice":957.04,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"3-12mo","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"source":{"platform":"YOUTUBE","title":"Travis Kalanick & Michael Dell Live from Austin, Texas","sourceUrl":"https://youtube.com/watch?v=9y7TTU1jIvk","publishedAt":"2026-03-17T04:19:52.000Z"},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=9y7TTU1jIvk&t=633s","sourceUrl":"https://youtube.com/watch?v=9y7TTU1jIvk","timecode":"10:33","startMs":633000,"endMs":null,"excerpt":"I think we're at peak Open AI right now. I said it on the show a couple weeks ago. I think the pair trade is to to bet against every it's Chat GPT versus the world, and I think the world wins two-thirds.","quote":"I think we're at peak Open AI right now. I said it on the show a couple weeks ago. I think the pair trade is to to bet against every it's Chat GPT versus the world, and I think the world wins two-thirds.","speaker":"Jason Calacanis"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":957.04,"currency":"USD","observedAt":"2026-03-17T04:19:52.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"OPENAI","assetClass":"EQUITY","price":957.04,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"vntl:OPENAI","observedAt":"2026-03-17T04:19:52.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}