{"version":"market-claims.v1","claim":{"id":"mcl_1a5a9781965e7de9d8","url":"/trace/claims/mcl_1a5a9781965e7de9d8","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Consumer AI is the next giant prize and almost no one is building it, with Google sitting on Gemini but afraid to cannibalize its own search money.","confidence":0.72,"expert":{"slug":"investlikebest","displayName":"Invest Like the Best","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/75a94db5-5","url":"/trace/experts/investlikebest","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOOGL","name":"GOOGL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=eURcW5_uS60&t=947s","sourceUrl":"https://youtube.com/watch?v=eURcW5_uS60","timecode":"15:47","startMs":947000,"endMs":null,"excerpt":"The next wave of AI is going to be consumer AI. Consumer AI is going to be the big prize. Can you think of a consumer AI company? You know, maybe OpenAI, but most of their energy is now going to Codex. Google. Yeah, with Gemini, but most of it's still going to search. They don't want to cannibalize their business."},"performance":{"entryPrice":384.85,"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":"investlikebest","displayName":"Invest Like the Best","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/75a94db5-5","url":"/trace/experts/investlikebest","claimed":false},"source":{"platform":"YOUTUBE","title":"How Brian Chesky Is Redesigning Airbnb for the AI Era","sourceUrl":"https://youtube.com/watch?v=eURcW5_uS60","publishedAt":"2026-05-05T12:01:17.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=eURcW5_uS60&t=947s","sourceUrl":"https://youtube.com/watch?v=eURcW5_uS60","timecode":"15:47","startMs":947000,"endMs":null,"excerpt":"The next wave of AI is going to be consumer AI. Consumer AI is going to be the big prize. Can you think of a consumer AI company? You know, maybe OpenAI, but most of their energy is now going to Codex. Google. Yeah, with Gemini, but most of it's still going to search. They don't want to cannibalize their business.","quote":"The next wave of AI is going to be consumer AI. Consumer AI is going to be the big prize. Can you think of a consumer AI company? You know, maybe OpenAI, but most of their energy is now going to Codex. Google. Yeah, with Gemini, but most of it's still going to search. They don't want to cannibalize their business.","speaker":"Brian Chesky"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOOGL","name":"GOOGL","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":384.85,"currency":"USD","observedAt":"2026-05-05T12:01:17.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"GOOGL","assetClass":"EQUITY","price":384.85,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:GOOGL","observedAt":"2026-05-05T12:01:17.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}