{"version":"market-claims.v1","claim":{"id":"mcl_b851c0182ab05ac6e1","url":"/trace/claims/mcl_b851c0182ab05ac6e1","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"The model maker's profit margins jumped from 30% to over 72% as demand for its tokens crushes its ability to supply them, and it could double prices and still not lose customers.","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":"ANTHROPIC","name":"ANTHROPIC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=LF3aUIM57uw&t=702s","sourceUrl":"https://youtube.com/watch?v=LF3aUIM57uw","timecode":"11:42","startMs":702000,"endMs":null,"excerpt":"even if you assume all incremental compute they've gotten has gone towards inference, their margins are at a floor of 72%... at the start of the year... 30-something percent gross margins. Where on earth does a business like this grow margins like that?"},"performance":{"entryPrice":1119,"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":"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":"The Supply and Demand of AI Tokens | Dylan Patel Interview","sourceUrl":"https://youtube.com/watch?v=LF3aUIM57uw","publishedAt":"2026-04-23T12:00:39.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=LF3aUIM57uw&t=702s","sourceUrl":"https://youtube.com/watch?v=LF3aUIM57uw","timecode":"11:42","startMs":702000,"endMs":null,"excerpt":"even if you assume all incremental compute they've gotten has gone towards inference, their margins are at a floor of 72%... at the start of the year... 30-something percent gross margins. Where on earth does a business like this grow margins like that?","quote":"even if you assume all incremental compute they've gotten has gone towards inference, their margins are at a floor of 72%... at the start of the year... 30-something percent gross margins. Where on earth does a business like this grow margins like that?","speaker":"Dylan Patel"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"ANTHROPIC","name":"ANTHROPIC","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":1119,"currency":"USD","observedAt":"2026-04-23T12:00:39.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"ANTHROPIC","assetClass":"EQUITY","price":1119,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"vntl:ANTHROPIC","observedAt":"2026-04-23T12:00:39.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}