{"version":"market-claims.v1","claim":{"id":"mcl_770796cfc9351db0ca","url":"/trace/claims/mcl_770796cfc9351db0ca","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"The company that fuses government data into AI targeting and deportation systems gets a much bigger addressable market as cheap multimodal models make watching everyone affordable for the first time.","confidence":0.72,"expert":{"slug":"dwarkesh-sp","displayName":"Dwarkesh Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/c3263695-7","url":"/trace/experts/dwarkesh-sp","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"PLTR","name":"PLTR","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=KBPOTklFTiU&t=291s","sourceUrl":"https://youtube.com/watch?v=KBPOTklFTiU","timecode":"4:51","startMs":291000,"endMs":null,"excerpt":"However, that bottleneck goes away with AI. There are 100 million CCTV cameras in America, and you can get pretty good open-source multimodal models for 10 cents per million input tokens. So if you process a frame every 10 seconds, and if each frame is, say, 1,000 tokens, then for $30 billion, you can process every single camera in America."},"performance":{"entryPrice":151.2,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":null,"isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"dwarkesh-sp","displayName":"Dwarkesh Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/c3263695-7","url":"/trace/experts/dwarkesh-sp","claimed":false},"source":{"platform":"YOUTUBE","title":"The most important question nobody's asking about AI.","sourceUrl":"https://youtube.com/watch?v=KBPOTklFTiU","publishedAt":"2026-03-11T18:57:01.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=KBPOTklFTiU&t=291s","sourceUrl":"https://youtube.com/watch?v=KBPOTklFTiU","timecode":"4:51","startMs":291000,"endMs":null,"excerpt":"However, that bottleneck goes away with AI. There are 100 million CCTV cameras in America, and you can get pretty good open-source multimodal models for 10 cents per million input tokens. So if you process a frame every 10 seconds, and if each frame is, say, 1,000 tokens, then for $30 billion, you can process every single camera in America.","quote":"However, that bottleneck goes away with AI. There are 100 million CCTV cameras in America, and you can get pretty good open-source multimodal models for 10 cents per million input tokens. So if you process a frame every 10 seconds, and if each frame is, say, 1,000 tokens, then for $30 billion, you can process every single camera in America.","speaker":"Dwarkesh Patel"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"PLTR","name":"PLTR","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":151.2,"currency":"USD","observedAt":"2026-03-11T18:57:01.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"PLTR","assetClass":"EQUITY","price":151.2,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:PLTR","observedAt":"2026-03-11T18:57:01.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}