{"version":"market-claims.v1","claim":{"id":"mcl_d55289416c5318f3b3","url":"/trace/claims/mcl_d55289416c5318f3b3","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Gerstner walks through Anthropic adding Databricks-plus-Palantir of revenue in a single month and hitting its $30B exit target by March, then stakes a doubling-to-tripling to $80-100B by year end. The implied path is a much higher valuation than the $380B last round.","confidence":0.72,"expert":{"slug":"altcap","displayName":"Brad Gerstner","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/746364e2-3","url":"/trace/experts/altcap","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"ANTHROPIC","name":"ANTHROPIC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=DVBJQQCjgXU&t=2899s","sourceUrl":"https://youtube.com/watch?v=DVBJQQCjgXU","timecode":"48:19","startMs":2899000,"endMs":null,"excerpt":"I would not be shocked if you see Anthropic exiting this year at $80 to $100 billion in revenue."},"performance":{"entryPrice":850.01,"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":"altcap","displayName":"Brad Gerstner","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/746364e2-3","url":"/trace/experts/altcap","claimed":false},"source":{"platform":"YOUTUBE","title":"Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence","sourceUrl":"https://youtube.com/watch?v=DVBJQQCjgXU","publishedAt":"2026-04-10T22:38:57.000Z"},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=DVBJQQCjgXU&t=2899s","sourceUrl":"https://youtube.com/watch?v=DVBJQQCjgXU","timecode":"48:19","startMs":2899000,"endMs":null,"excerpt":"I would not be shocked if you see Anthropic exiting this year at $80 to $100 billion in revenue.","quote":"I would not be shocked if you see Anthropic exiting this year at $80 to $100 billion in revenue.","speaker":"Brad Gerstner"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"ANTHROPIC","name":"ANTHROPIC","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":850.01,"currency":"USD","observedAt":"2026-04-10T22:38:57.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"ANTHROPIC","assetClass":"EQUITY","price":850.01,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"vntl:ANTHROPIC","observedAt":"2026-04-10T22:38:57.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}