{"version":"market-claims.v1","claim":{"id":"mcl_8c9e29bcfd90d44fbd","url":"/trace/claims/mcl_8c9e29bcfd90d44fbd","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"An H100 costs more to rent today than three years ago even with better chips, because AI keeps inventing new uses for compute faster than we run out of them.","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":"NVDA","name":"NVDA","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=dT24XjECL3k&t=167s","sourceUrl":"https://youtube.com/watch?v=dT24XjECL3k","timecode":"2:47","startMs":167000,"endMs":null,"excerpt":"the famous fact here is that an H100 costs more to rent now than it did 3 years ago, even though we have much superior technology. And we have much more compute in the world because as models get smarter, the opportunity cost of compute gets higher."},"performance":{"entryPrice":206.9,"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":"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 GPU Pricing Paradox – Alex Imas and Phil Trammell","sourceUrl":"https://youtube.com/watch?v=dT24XjECL3k","publishedAt":"2026-06-14T13:15:36.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=dT24XjECL3k&t=167s","sourceUrl":"https://youtube.com/watch?v=dT24XjECL3k","timecode":"2:47","startMs":167000,"endMs":null,"excerpt":"the famous fact here is that an H100 costs more to rent now than it did 3 years ago, even though we have much superior technology. And we have much more compute in the world because as models get smarter, the opportunity cost of compute gets higher.","quote":"the famous fact here is that an H100 costs more to rent now than it did 3 years ago, even though we have much superior technology. And we have much more compute in the world because as models get smarter, the opportunity cost of compute gets higher.","speaker":null},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"NVDA","name":"NVDA","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":206.9,"currency":"USD","observedAt":"2026-06-14T13:15:36.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"NVDA","assetClass":"EQUITY","price":206.9,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:NVDA","observedAt":"2026-06-14T13:15:36.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}