{"version":"market-claims.v1","claim":{"id":"mcl_b7c309e5b5a3cdb355","url":"/trace/claims/mcl_b7c309e5b5a3cdb355","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Chamath argues Anthropic's last mark understates it versus OpenAI on both revenue ramp and product pull, with co-work adoption as the live demand signal. A panelist on the same thread put fair value at 1.5 trillion, far above the 350 billion mark.","confidence":0.72,"expert":{"slug":"chamath","displayName":"Chamath Palihapitiya","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/98f72714-d","url":"/trace/experts/chamath","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"ANTHROPIC","name":"ANTHROPIC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=gzwRflcLPAA&t=3853s","sourceUrl":"https://youtube.com/watch?v=gzwRflcLPAA","timecode":"1:04:13","startMs":3853000,"endMs":null,"excerpt":"I it's undervalued compared to chat GPT. They just added 6 billion in the last month. And I will tell you anecdotally... everyone I talk to is on co-work... Anthropic may actually be fulfilling the promise of AI."},"performance":{"entryPrice":660,"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":"chamath","displayName":"Chamath Palihapitiya","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/98f72714-d","url":"/trace/experts/chamath","claimed":false},"source":{"platform":"YOUTUBE","title":"War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael","sourceUrl":"https://youtube.com/watch?v=gzwRflcLPAA","publishedAt":"2026-03-06T09:50:12.000Z"},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=gzwRflcLPAA&t=3853s","sourceUrl":"https://youtube.com/watch?v=gzwRflcLPAA","timecode":"1:04:13","startMs":3853000,"endMs":null,"excerpt":"I it's undervalued compared to chat GPT. They just added 6 billion in the last month. And I will tell you anecdotally... everyone I talk to is on co-work... Anthropic may actually be fulfilling the promise of AI.","quote":"I it's undervalued compared to chat GPT. They just added 6 billion in the last month. And I will tell you anecdotally... everyone I talk to is on co-work... Anthropic may actually be fulfilling the promise of AI.","speaker":"Chamath Palihapitiya"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"ANTHROPIC","name":"ANTHROPIC","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":660,"currency":"USD","observedAt":"2026-03-06T09:50:12.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"ANTHROPIC","assetClass":"EQUITY","price":660,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"vntl:ANTHROPIC","observedAt":"2026-03-06T09:50:12.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}