{"version":"market-claims.v1","claim":{"id":"mcl_5e84a4a50eeb3321af","url":"/trace/claims/mcl_5e84a4a50eeb3321af","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Code generation is the first AI use case with real money behind it, Anthropic went from 200 million to over 4 billion in revenue in a single year, growth never seen in business software.","confidence":0.72,"expert":{"slug":"martin-escobari","displayName":"Martin Escobari","kind":"PERSON","status":"UNCLAIMED","avatarUrl":null,"url":"/trace/experts/martin-escobari","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"ANTHROPIC","name":"ANTHROPIC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=a34VyGpf8s4&t=875s","sourceUrl":"https://youtube.com/watch?v=a34VyGpf8s4","timecode":"14:35","startMs":875000,"endMs":null,"excerpt":"as soon as we see a use case with real ROI, and real revenue to the provider of the service, and you can sort of model what the economics... then we pounce."},"performance":{"entryPrice":333.96,"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":"martin-escobari","displayName":"Martin Escobari","kind":"PERSON","status":"UNCLAIMED","avatarUrl":null,"url":"/trace/experts/martin-escobari","claimed":false},"source":{"platform":"YOUTUBE","title":"Inside General Atlantic: How a $100B Growth Equity Firm Invests","sourceUrl":"https://youtube.com/watch?v=a34VyGpf8s4","publishedAt":"2025-11-25T13:00:00.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=a34VyGpf8s4&t=875s","sourceUrl":"https://youtube.com/watch?v=a34VyGpf8s4","timecode":"14:35","startMs":875000,"endMs":null,"excerpt":"as soon as we see a use case with real ROI, and real revenue to the provider of the service, and you can sort of model what the economics... then we pounce.","quote":"as soon as we see a use case with real ROI, and real revenue to the provider of the service, and you can sort of model what the economics... then we pounce.","speaker":"Martin Escobari"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"ANTHROPIC","name":"ANTHROPIC","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":333.96,"currency":"USD","observedAt":"2025-11-25T13:00:00.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"ANTHROPIC","assetClass":"EQUITY","price":333.96,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"vntl:ANTHROPIC","observedAt":"2025-11-25T13:00:00.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}