{"version":"market-claims.v1","claim":{"id":"mcl_c538b22bcea2be5751","url":"/trace/claims/mcl_c538b22bcea2be5751","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"The golden SaaS model breaks when AI piles on heavy running costs, sales stays expensive, and customers can just build it themselves.","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=kAIVualeQjM&t=7099s","sourceUrl":"https://youtube.com/watch?v=kAIVualeQjM","timecode":"118:19","startMs":7099000,"endMs":null,"excerpt":"now you add this AI part of it, you've now added a humongous COGS, right? Your cost of goods sold in any AI software is really hard and really big."},"performance":{"entryPrice":245.1000061035,"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":"Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview","sourceUrl":"https://youtube.com/watch?v=kAIVualeQjM","publishedAt":"2025-09-30T12:01:34.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=kAIVualeQjM&t=7099s","sourceUrl":"https://youtube.com/watch?v=kAIVualeQjM","timecode":"118:19","startMs":7099000,"endMs":null,"excerpt":"now you add this AI part of it, you've now added a humongous COGS, right? Your cost of goods sold in any AI software is really hard and really big.","quote":"now you add this AI part of it, you've now added a humongous COGS, right? Your cost of goods sold in any AI software is really hard and really big.","speaker":"Dylan Patel"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRM","name":"CRM","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":245.1000061035,"currency":"USD","observedAt":"2025-09-30T12:01:34.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"CRM","assetClass":"EQUITY","price":245.1000061035,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"CRM","observedAt":"2025-09-30T12:01:34.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}