{"version":"market-claims.v1","claim":{"id":"mcl_6f69f4062875e9f441","url":"/trace/claims/mcl_6f69f4062875e9f441","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Gerstner frames OpenAI as the sibling long to his Anthropic position, both riding AI momentum into expected 2026 IPOs. The vntl:OPENAI perp lets you take that valuation-momentum view directly without waiting for the listing.","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":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=HiVej9_fvl8&t=1746s","sourceUrl":"https://youtube.com/watch?v=HiVej9_fvl8","timecode":"29:06","startMs":1746000,"endMs":null,"excerpt":"love your children equally. They're both incredible companies. Anthropic unquestionably has a lot of financial momentum... and Open AI is seeing a lot of momentum themselves."},"performance":{"entryPrice":927.85,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"thru 2026","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=1746s","sourceUrl":"https://youtube.com/watch?v=HiVej9_fvl8","timecode":"29:06","startMs":1746000,"endMs":null,"excerpt":"love your children equally. They're both incredible companies. Anthropic unquestionably has a lot of financial momentum... and Open AI is seeing a lot of momentum themselves.","quote":"love your children equally. They're both incredible companies. Anthropic unquestionably has a lot of financial momentum... and Open AI is seeing a lot of momentum themselves.","speaker":"Brad Gerstner"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":927.85,"currency":"USD","observedAt":"2026-03-13T17:58:37.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"OPENAI","assetClass":"EQUITY","price":927.85,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"vntl:OPENAI","observedAt":"2026-03-13T17:58:37.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}