{"version":"market-claims.v1","claim":{"id":"mcl_6561c16ce4e8ea1526","url":"/trace/claims/mcl_6561c16ce4e8ea1526","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"10x token demand against 90% cheaper output tokens, with $10B revenue per gigawatt, scales the leading model lab.","confidence":0.72,"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=kzWbCF_IkHY&t=2038s","sourceUrl":"https://youtube.com/watch?v=kzWbCF_IkHY","timecode":"33:58","startMs":2038000,"endMs":null,"excerpt":"I think you're going to see a 10x in the demand for tokens, but I also think you're going to see a 90% price reduction in the cost of an output token, probably by the end of this year."},"performance":{"entryPrice":658.38,"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":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"source":{"platform":"YOUTUBE","title":"Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot","sourceUrl":"https://youtube.com/watch?v=kzWbCF_IkHY","publishedAt":"2026-02-28T00:00:00.000Z"},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=kzWbCF_IkHY&t=2038s","sourceUrl":"https://youtube.com/watch?v=kzWbCF_IkHY","timecode":"33:58","startMs":2038000,"endMs":null,"excerpt":"I think you're going to see a 10x in the demand for tokens, but I also think you're going to see a 90% price reduction in the cost of an output token, probably by the end of this year.","quote":"I think you're going to see a 10x in the demand for tokens, but I also think you're going to see a 90% price reduction in the cost of an output token, probably by the end of this year.","speaker":"Chamath"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":658.38,"currency":"USD","observedAt":"2026-02-28T00:00:00.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"OPENAI","assetClass":"EQUITY","price":658.38,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"vntl:OPENAI","observedAt":"2026-02-28T00:00:00.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}