{"version":"market-claims.v1","claim":{"id":"mcl_b6e0b774520ad3293f","url":"/trace/claims/mcl_b6e0b774520ad3293f","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Sacks argues Anthropic is on a clean 10X-a-year exponential that compute deals have now unblocked, so its private valuation only goes one way from here. The pre-IPO synthetic is the one tracked instrument that captures that staked value-up call.","confidence":0.72,"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"ANTHROPIC","name":"ANTHROPIC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=10MdOvK-aG4&t=849s","sourceUrl":"https://youtube.com/watch?v=10MdOvK-aG4","timecode":"14:09","startMs":849000,"endMs":null,"excerpt":"they grew from roughly 10 billion of ARR to 30 billion, so it tripled. And then in April... They went from 30 to 44 billion of ARR... I think it's pretty much a foregone conclusion that they will hit that forecast of 10X this year, exiting the year at call it roughly 100 billion of ARR... unless something about their current trajectory changes, Anthropic will be the most powerful monopoly ever created in human history."},"performance":{"entryPrice":1063.7,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"12mo+","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"source":{"platform":"YOUTUBE","title":"Elon's Anthropic Deal, The Next AI Monopoly?, \"FDA for AI\" Panic, Trading the AI Boom","sourceUrl":"https://youtube.com/watch?v=10MdOvK-aG4","publishedAt":"2026-05-08T22:46:01.000Z"},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=10MdOvK-aG4&t=849s","sourceUrl":"https://youtube.com/watch?v=10MdOvK-aG4","timecode":"14:09","startMs":849000,"endMs":null,"excerpt":"they grew from roughly 10 billion of ARR to 30 billion, so it tripled. And then in April... They went from 30 to 44 billion of ARR... I think it's pretty much a foregone conclusion that they will hit that forecast of 10X this year, exiting the year at call it roughly 100 billion of ARR... unless something about their current trajectory changes, Anthropic will be the most powerful monopoly ever created in human history.","quote":"they grew from roughly 10 billion of ARR to 30 billion, so it tripled. And then in April... They went from 30 to 44 billion of ARR... I think it's pretty much a foregone conclusion that they will hit that forecast of 10X this year, exiting the year at call it roughly 100 billion of ARR... unless something about their current trajectory changes, Anthropic will be the most powerful monopoly ever created in human history.","speaker":"David Sacks"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"ANTHROPIC","name":"ANTHROPIC","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":1063.7,"currency":"USD","observedAt":"2026-05-08T22:46:01.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"ANTHROPIC","assetClass":"EQUITY","price":1063.7,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"vntl:ANTHROPIC","observedAt":"2026-05-08T22:46:01.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}