{"version":"market-claims.v1","claim":{"id":"mcl_46d64d79050e4a0a64","url":"/trace/claims/mcl_46d64d79050e4a0a64","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Palantir gets re-rated as the proven owner of enterprise AI deployment while the biggest labs scramble to copy a playbook it spent 20 years perfecting and just printed 85% revenue growth on.","confidence":0.72,"expert":{"slug":"kevinhartz","displayName":"Kevin Hartz","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/dc684485-e","url":"/trace/experts/kevinhartz","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"PLTR","name":"PLTR","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=-XroYgyoNuU&t=5950s","sourceUrl":"https://youtube.com/watch?v=-XroYgyoNuU","timecode":"99:10","startMs":5950000,"endMs":null,"excerpt":"Category right now? Yeah, well, you know, you really have to turn towards, uh, Palantir and just give them a nod because this forward deploy engineer thing back in 2004 or '05, you know, was, was like universally, you know, hated by, by the world and the investors and so on. And they really gave us 20 years of a look at how to, you know, make that incredibly effective and Generally, though, I think that it's in the early stages that this kind of custom work is, is done."},"performance":{"entryPrice":134.83,"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":"kevinhartz","displayName":"Kevin Hartz","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/dc684485-e","url":"/trace/experts/kevinhartz","claimed":false},"source":{"platform":"YOUTUBE","title":"Trial Update, AI SPVs, Interaction Models, eBay Rejects, BuzzFeed Sold","sourceUrl":"https://youtube.com/watch?v=-XroYgyoNuU","publishedAt":"2026-05-12T19:36:13.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=-XroYgyoNuU&t=5950s","sourceUrl":"https://youtube.com/watch?v=-XroYgyoNuU","timecode":"99:10","startMs":5950000,"endMs":null,"excerpt":"Category right now? Yeah, well, you know, you really have to turn towards, uh, Palantir and just give them a nod because this forward deploy engineer thing back in 2004 or '05, you know, was, was like universally, you know, hated by, by the world and the investors and so on. And they really gave us 20 years of a look at how to, you know, make that incredibly effective and Generally, though, I think that it's in the early stages that this kind of custom work is, is done.","quote":"Category right now? Yeah, well, you know, you really have to turn towards, uh, Palantir and just give them a nod because this forward deploy engineer thing back in 2004 or '05, you know, was, was like universally, you know, hated by, by the world and the investors and so on. And they really gave us 20 years of a look at how to, you know, make that incredibly effective and Generally, though, I think that it's in the early stages that this kind of custom work is, is done.","speaker":"Kevin Hartz"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"PLTR","name":"PLTR","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":134.83,"currency":"USD","observedAt":"2026-05-12T19:36:13.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"PLTR","assetClass":"EQUITY","price":134.83,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:PLTR","observedAt":"2026-05-12T19:36:13.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}