{"version":"market-claims.v1","claim":{"id":"mcl_86ba8c8e02f86ea167","url":"/trace/claims/mcl_86ba8c8e02f86ea167","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"In two years a model could just build you a Workday off the bat, and that leaves legacy software companies looking like the mailroom.","confidence":0.72,"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"WDAY","name":"WDAY","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=6MEAhyh6BtQ&t=10467s","sourceUrl":"https://youtube.com/watch?v=6MEAhyh6BtQ","timecode":"174:27","startMs":10467000,"endMs":null,"excerpt":"And what if your model, not today, but in 2 years, can just build you a Workday right off the bat. Yeah. Um, what does that mean for Workday? Does that mean their data is more valuable? Yeah. In on the left-hand side, or no, does that mean they get fully wiped out?"},"performance":{"entryPrice":127.5100021362,"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":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"source":{"platform":"YOUTUBE","title":"Tokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong, Citrini","sourceUrl":"https://youtube.com/watch?v=6MEAhyh6BtQ","publishedAt":"2026-04-07T20:50:32.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=6MEAhyh6BtQ&t=10467s","sourceUrl":"https://youtube.com/watch?v=6MEAhyh6BtQ","timecode":"174:27","startMs":10467000,"endMs":null,"excerpt":"And what if your model, not today, but in 2 years, can just build you a Workday right off the bat. Yeah. Um, what does that mean for Workday? Does that mean their data is more valuable? Yeah. In on the left-hand side, or no, does that mean they get fully wiped out?","quote":"And what if your model, not today, but in 2 years, can just build you a Workday right off the bat. Yeah. Um, what does that mean for Workday? Does that mean their data is more valuable? Yeah. In on the left-hand side, or no, does that mean they get fully wiped out?","speaker":null},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"WDAY","name":"WDAY","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":127.5100021362,"currency":"USD","observedAt":"2026-04-07T20:50:32.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"WDAY","assetClass":"EQUITY","price":127.5100021362,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"WDAY","observedAt":"2026-04-07T20:50:32.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}