{"version":"market-claims.v1","claim":{"id":"mcl_25dae68ce702a042cf","url":"/trace/claims/mcl_25dae68ce702a042cf","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"AI breaks the old free software economics because every answer costs real money, so products will start charging users by how much computing they burn.","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":"MSFT","name":"MSFT","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=ny4NVhuJWYI&t=2620s","sourceUrl":"https://youtube.com/watch?v=ny4NVhuJWYI","timecode":"43:40","startMs":2620000,"endMs":null,"excerpt":"the previous sort of VC model... was you make a big upfront investment and then you amortize and you get to almost zero marginal cost. That's how software worked. That's not how AI works. The marginal cost is high and you need to cover it."},"performance":{"entryPrice":458.9440155904,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"multi-year","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":"Spotify’s Journey To Profitability","sourceUrl":"https://youtube.com/watch?v=ny4NVhuJWYI","publishedAt":"2025-05-20T13:01:22.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=ny4NVhuJWYI&t=2620s","sourceUrl":"https://youtube.com/watch?v=ny4NVhuJWYI","timecode":"43:40","startMs":2620000,"endMs":null,"excerpt":"the previous sort of VC model... was you make a big upfront investment and then you amortize and you get to almost zero marginal cost. That's how software worked. That's not how AI works. The marginal cost is high and you need to cover it.","quote":"the previous sort of VC model... was you make a big upfront investment and then you amortize and you get to almost zero marginal cost. That's how software worked. That's not how AI works. The marginal cost is high and you need to cover it.","speaker":"Gustav Söderström"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"MSFT","name":"MSFT","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":458.9440155904,"currency":"USD","observedAt":"2025-05-20T13:01:22.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"MSFT","assetClass":"EQUITY","price":458.9440155904,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:MSFT","observedAt":"2025-05-20T13:01:22.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}