{"version":"market-claims.v1","claim":{"id":"mcl_1b60574d78fc2c83c3","url":"/trace/claims/mcl_1b60574d78fc2c83c3","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"The biggest mall landlord re-rates higher as it rolls up properties into half-experiential destinations people crave, while no new mall supply gets built and the apocalypse narrative dies.","confidence":0.72,"expert":{"slug":"garyvee","displayName":"Gary Vaynerchuk","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/30811001-e","url":"/trace/experts/garyvee","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SPG","name":"SPG","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=TGtgqm6JHaM&t=4872s","sourceUrl":"https://youtube.com/watch?v=TGtgqm6JHaM","timecode":"81:12","startMs":4872000,"endMs":null,"excerpt":"I have so much pride in his building because he's done such a great job. And New York City-based, when we were always like, NBA is the best. So it's been great to see his pride shine. I think all Anyone who does not realize how substantial the analog opportunities are is really missing the plot of what's happening. And so it gets exciting. It's exciting to think that you can invest in both something that could get as big as, you know, Anthropic in an extreme digital world."},"performance":{"entryPrice":201.3200073242,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":null,"isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"garyvee","displayName":"Gary Vaynerchuk","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/30811001-e","url":"/trace/experts/garyvee","claimed":false},"source":{"platform":"YOUTUBE","title":"Intel Rips, Cursor's Plan, Thrive's Giant Bet, GPT 5.5","sourceUrl":"https://youtube.com/watch?v=TGtgqm6JHaM","publishedAt":"2026-04-24T19:17:29.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=TGtgqm6JHaM&t=4872s","sourceUrl":"https://youtube.com/watch?v=TGtgqm6JHaM","timecode":"81:12","startMs":4872000,"endMs":null,"excerpt":"I have so much pride in his building because he's done such a great job. And New York City-based, when we were always like, NBA is the best. So it's been great to see his pride shine. I think all Anyone who does not realize how substantial the analog opportunities are is really missing the plot of what's happening. And so it gets exciting. It's exciting to think that you can invest in both something that could get as big as, you know, Anthropic in an extreme digital world.","quote":"I have so much pride in his building because he's done such a great job. And New York City-based, when we were always like, NBA is the best. So it's been great to see his pride shine. I think all Anyone who does not realize how substantial the analog opportunities are is really missing the plot of what's happening. And so it gets exciting. It's exciting to think that you can invest in both something that could get as big as, you know, Anthropic in an extreme digital world.","speaker":"Gary Vaynerchuk"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"SPG","name":"SPG","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":201.3200073242,"currency":"USD","observedAt":"2026-04-24T19:17:29.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"SPG","assetClass":"EQUITY","price":201.3200073242,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"SPG","observedAt":"2026-04-24T19:17:29.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}