{"version":"market-claims.v1","claim":{"id":"mcl_c8d29fecaba2e9459c","url":"/trace/claims/mcl_c8d29fecaba2e9459c","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"On-site power explodes because turbines are sold out for years, and fuel cells can ramp production fast with a quick payback, so the orders flood in.","confidence":0.72,"expert":{"slug":"dwarkesh-sp","displayName":"Dwarkesh Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/c3263695-7","url":"/trace/experts/dwarkesh-sp","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"BE","name":"BE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=mDG_Hx3BSUE&t=6344s","sourceUrl":"https://youtube.com/watch?v=mDG_Hx3BSUE","timecode":"105:44","startMs":6344000,"endMs":null,"excerpt":"Bloom Energy's doing fuel cells. We've been like very positive on them for like a year and a half now because they have like such a capability to increase their production and their payback period for production increase is like very fast"},"performance":{"entryPrice":154.5099945068,"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":"dwarkesh-sp","displayName":"Dwarkesh Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/c3263695-7","url":"/trace/experts/dwarkesh-sp","claimed":false},"source":{"platform":"YOUTUBE","title":"Dylan Patel — The single biggest bottleneck to scaling AI compute","sourceUrl":"https://youtube.com/watch?v=mDG_Hx3BSUE","publishedAt":"2026-03-13T16:26:57.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=mDG_Hx3BSUE&t=6344s","sourceUrl":"https://youtube.com/watch?v=mDG_Hx3BSUE","timecode":"105:44","startMs":6344000,"endMs":null,"excerpt":"Bloom Energy's doing fuel cells. We've been like very positive on them for like a year and a half now because they have like such a capability to increase their production and their payback period for production increase is like very fast","quote":"Bloom Energy's doing fuel cells. We've been like very positive on them for like a year and a half now because they have like such a capability to increase their production and their payback period for production increase is like very fast","speaker":"Dylan Patel"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"BE","name":"BE","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":154.5099945068,"currency":"USD","observedAt":"2026-03-13T16:26:57.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"BE","assetClass":"EQUITY","price":154.5099945068,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"BE","observedAt":"2026-03-13T16:26:57.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}