{"version":"market-claims.v1","claim":{"id":"mcl_25e240a8b91c11e4e1","url":"/trace/claims/mcl_25e240a8b91c11e4e1","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Hundreds of billions are pouring into AI with no known way to earn it back, the same eyeballs-over-revenue mistake that sank the dot-com darlings.","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":"NVDA","name":"NVDA","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=dAKINNEVs-M&t=2222s","sourceUrl":"https://youtube.com/watch?v=dAKINNEVs-M","timecode":"37:02","startMs":2222000,"endMs":null,"excerpt":"I would approach this, this next super period, uh, in the same way, which would make me very wary of, uh, what now seems to be the cat's meow, which is huge expenditures in areas in which there is no known revenue,"},"performance":{"entryPrice":183.7607513776,"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":"How Barry Diller Built Entertainment Empires","sourceUrl":"https://youtube.com/watch?v=dAKINNEVs-M","publishedAt":"2025-09-23T12:01:23.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=dAKINNEVs-M&t=2222s","sourceUrl":"https://youtube.com/watch?v=dAKINNEVs-M","timecode":"37:02","startMs":2222000,"endMs":null,"excerpt":"I would approach this, this next super period, uh, in the same way, which would make me very wary of, uh, what now seems to be the cat's meow, which is huge expenditures in areas in which there is no known revenue,","quote":"I would approach this, this next super period, uh, in the same way, which would make me very wary of, uh, what now seems to be the cat's meow, which is huge expenditures in areas in which there is no known revenue,","speaker":"Barry Diller"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"NVDA","name":"NVDA","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":183.7607513776,"currency":"USD","observedAt":"2025-09-23T12:01:23.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"NVDA","assetClass":"EQUITY","price":183.7607513776,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:NVDA","observedAt":"2025-09-23T12:01:23.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}