{"version":"market-claims.v1","claim":{"id":"mcl_8a74cc936f074c4000","url":"/trace/claims/mcl_8a74cc936f074c4000","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"AI value lands at the chips and the decision layer, not the models, and a 20 year head start on that decision layer is hard to copy.","confidence":0.72,"expert":{"slug":"ssankar","displayName":"Shyam Sankar","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/2663529f-2","url":"/trace/experts/ssankar","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"PLTR","name":"PLTR","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=EB9V8d3ZYbc&t=4547s","sourceUrl":"https://youtube.com/watch?v=EB9V8d3ZYbc","timecode":"75:47","startMs":4547000,"endMs":null,"excerpt":"We think that the value's gonna accrue at the, at the chips layer and at, at the ontology layer."},"performance":{"entryPrice":154.65,"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":"ssankar","displayName":"Shyam Sankar","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/2663529f-2","url":"/trace/experts/ssankar","claimed":false},"source":{"platform":"YOUTUBE","title":"How AI Is Changing Warfare | Palantir CTO","sourceUrl":"https://youtube.com/watch?v=EB9V8d3ZYbc","publishedAt":"2026-03-10T12:00:32.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=EB9V8d3ZYbc&t=4547s","sourceUrl":"https://youtube.com/watch?v=EB9V8d3ZYbc","timecode":"75:47","startMs":4547000,"endMs":null,"excerpt":"We think that the value's gonna accrue at the, at the chips layer and at, at the ontology layer.","quote":"We think that the value's gonna accrue at the, at the chips layer and at, at the ontology layer.","speaker":"Shyam Sankar"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"PLTR","name":"PLTR","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":154.65,"currency":"USD","observedAt":"2026-03-10T12:00:32.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"PLTR","assetClass":"EQUITY","price":154.65,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:PLTR","observedAt":"2026-03-10T12:00:32.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}