{"version":"market-claims.v1","claim":{"id":"mcl_8ddd471cf7d0b37fb6","url":"/trace/claims/mcl_8ddd471cf7d0b37fb6","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Salesforce is way harder to kill than the market thinks, even with AI; ripping it out is brutal heavy lifting, and the panic selling overshoots.","confidence":0.72,"expert":{"slug":"investlikebest","displayName":"Invest Like the Best","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/75a94db5-5","url":"/trace/experts/investlikebest","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRM","name":"CRM","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=ID27juNvAfc&t=457s","sourceUrl":"https://youtube.com/watch?v=ID27juNvAfc","timecode":"7:37","startMs":457000,"endMs":null,"excerpt":"I, I think people are kind of overreacting to that in the stock market and so forth. And that if you look at existing software companies, like people think, oh, they're all dead. Well, some of these guys are extremely hard targets. Like, uh, it's not that easy to take out Salesforce or SAP."},"performance":{"entryPrice":210.8099975586,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"3-12mo","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"investlikebest","displayName":"Invest Like the Best","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/75a94db5-5","url":"/trace/experts/investlikebest","claimed":false},"source":{"platform":"YOUTUBE","title":"Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview","sourceUrl":"https://youtube.com/watch?v=ID27juNvAfc","publishedAt":"2026-02-03T13:00:29.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=ID27juNvAfc&t=457s","sourceUrl":"https://youtube.com/watch?v=ID27juNvAfc","timecode":"7:37","startMs":457000,"endMs":null,"excerpt":"I, I think people are kind of overreacting to that in the stock market and so forth. And that if you look at existing software companies, like people think, oh, they're all dead. Well, some of these guys are extremely hard targets. Like, uh, it's not that easy to take out Salesforce or SAP.","quote":"I, I think people are kind of overreacting to that in the stock market and so forth. And that if you look at existing software companies, like people think, oh, they're all dead. Well, some of these guys are extremely hard targets. Like, uh, it's not that easy to take out Salesforce or SAP.","speaker":"Ben Horowitz"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRM","name":"CRM","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":210.8099975586,"currency":"USD","observedAt":"2026-02-03T13:00:29.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"CRM","assetClass":"EQUITY","price":210.8099975586,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"CRM","observedAt":"2026-02-03T13:00:29.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}