{"version":"market-claims.v1","claim":{"id":"mcl_758da9a5782b0ac268","url":"/trace/claims/mcl_758da9a5782b0ac268","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Sacks flags a real catalyst: GPT-5.5 is re-accelerating OpenAI's growth and Codex is taking coding share. That share-take into accelerating growth is what would mark OpenAI's private valuation higher, which the vntl:OPENAI perp tracks.","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=10MdOvK-aG4&t=1122s","sourceUrl":"https://youtube.com/watch?v=10MdOvK-aG4","timecode":"18:42","startMs":1122000,"endMs":null,"excerpt":"We hear very good things about Codex now based on GPT 5.5... Their rate of growth appears to be accelerating now because of 5.5. So, look, there's reason to believe that Open AI can take some share here."},"performance":{"entryPrice":1144,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"near-term","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":"Elon's Anthropic Deal, The Next AI Monopoly?, \"FDA for AI\" Panic, Trading the AI Boom","sourceUrl":"https://youtube.com/watch?v=10MdOvK-aG4","publishedAt":"2026-05-08T22:46:01.000Z"},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=10MdOvK-aG4&t=1122s","sourceUrl":"https://youtube.com/watch?v=10MdOvK-aG4","timecode":"18:42","startMs":1122000,"endMs":null,"excerpt":"We hear very good things about Codex now based on GPT 5.5... Their rate of growth appears to be accelerating now because of 5.5. So, look, there's reason to believe that Open AI can take some share here.","quote":"We hear very good things about Codex now based on GPT 5.5... Their rate of growth appears to be accelerating now because of 5.5. So, look, there's reason to believe that Open AI can take some share here.","speaker":"David Sacks"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":1144,"currency":"USD","observedAt":"2026-05-08T22:46:01.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"OPENAI","assetClass":"EQUITY","price":1144,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"vntl:OPENAI","observedAt":"2026-05-08T22:46:01.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}