{"version":"market-claims.v1","claim":{"id":"mcl_5652b7cc02d2171ce2","url":"/trace/claims/mcl_5652b7cc02d2171ce2","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Gerstner picks Anthropic at a $380B mark over OpenAI at $840B and says he keeps adding, framing the $6B February revenue month as proof the model is augmenting labor budgets rather than IT budgets. He expects both names to IPO in 2026, which converts the private mark into a tradeable equity.","confidence":0.72,"expert":{"slug":"altcap","displayName":"Brad Gerstner","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/746364e2-3","url":"/trace/experts/altcap","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"ANTHROPIC","name":"ANTHROPIC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=HiVej9_fvl8&t=1724s","sourceUrl":"https://youtube.com/watch?v=HiVej9_fvl8","timecode":"28:44","startMs":1724000,"endMs":null,"excerpt":"Anthropic unquestionably has a lot of financial momentum... I bought a lot more since then, Jason. I bought a lot more since then."},"performance":{"entryPrice":648.71,"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":"altcap","displayName":"Brad Gerstner","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/746364e2-3","url":"/trace/experts/altcap","claimed":false},"source":{"platform":"YOUTUBE","title":"Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare","sourceUrl":"https://youtube.com/watch?v=HiVej9_fvl8","publishedAt":"2026-03-13T17:58:37.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=HiVej9_fvl8&t=1724s","sourceUrl":"https://youtube.com/watch?v=HiVej9_fvl8","timecode":"28:44","startMs":1724000,"endMs":null,"excerpt":"Anthropic unquestionably has a lot of financial momentum... I bought a lot more since then, Jason. I bought a lot more since then.","quote":"Anthropic unquestionably has a lot of financial momentum... I bought a lot more since then, Jason. I bought a lot more since then.","speaker":"Brad Gerstner"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"ANTHROPIC","name":"ANTHROPIC","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":648.71,"currency":"USD","observedAt":"2026-03-13T17:58:37.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"ANTHROPIC","assetClass":"EQUITY","price":648.71,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"vntl:ANTHROPIC","observedAt":"2026-03-13T17:58:37.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}