{"version":"market-claims.v1","claim":{"id":"mcl_7152f443b359779a60","url":"/trace/claims/mcl_7152f443b359779a60","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"In the week OpenAI missed both user and revenue targets, Chamath stakes the contrarian case that the misses are a power/compute-supply problem, not a demand problem, and OpenAI's valuation is headed to the trillions from its ~$600B secondary mark.","confidence":0.72,"expert":{"slug":"chamath","displayName":"Chamath Palihapitiya","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/98f72714-d","url":"/trace/experts/chamath","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=fpC4sbawSzQ&t=509s","sourceUrl":"https://youtube.com/watch?v=fpC4sbawSzQ","timecode":"8:29","startMs":509000,"endMs":null,"excerpt":"I think they're going to be fine. I think this is a multi-trillion dollar company. I think Anthropic is a multi-trillion dollar company."},"performance":{"entryPrice":1033.7,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"12mo+","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"chamath","displayName":"Chamath Palihapitiya","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/98f72714-d","url":"/trace/experts/chamath","claimed":false},"source":{"platform":"YOUTUBE","title":"OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze","sourceUrl":"https://youtube.com/watch?v=fpC4sbawSzQ","publishedAt":"2026-05-01T22:08:15.000Z"},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=fpC4sbawSzQ&t=509s","sourceUrl":"https://youtube.com/watch?v=fpC4sbawSzQ","timecode":"8:29","startMs":509000,"endMs":null,"excerpt":"I think they're going to be fine. I think this is a multi-trillion dollar company. I think Anthropic is a multi-trillion dollar company.","quote":"I think they're going to be fine. I think this is a multi-trillion dollar company. I think Anthropic is a multi-trillion dollar company.","speaker":"Chamath Palihapitiya"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":1033.7,"currency":"USD","observedAt":"2026-05-01T22:08:15.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"OPENAI","assetClass":"EQUITY","price":1033.7,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"vntl:OPENAI","observedAt":"2026-05-01T22:08:15.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}