{"version":"market-claims.v1","claim":{"id":"mcl_da1958995ce1c76c27","url":"/trace/claims/mcl_da1958995ce1c76c27","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Highest conviction bet of the whole portfolio, the company behind Claude is dominating enterprise coding and growing sales tenfold, with a half-trillion-dollar coding market barely tapped.","confidence":0.72,"expert":{"slug":"alex-sacerdote","displayName":"Alex Sacerdote","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/15e3b3be-7","url":"/trace/experts/alex-sacerdote","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"ANTHROPIC","name":"ANTHROPIC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=DZt1DDmMNGk&t=53s","sourceUrl":"https://youtube.com/watch?v=DZt1DDmMNGk","timecode":"0:53","startMs":53000,"endMs":null,"excerpt":"Alex, you were saying that your highest conviction position is Anthropic right now."},"performance":{"entryPrice":1700,"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":"alex-sacerdote","displayName":"Alex Sacerdote","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/15e3b3be-7","url":"/trace/experts/alex-sacerdote","claimed":false},"source":{"platform":"YOUTUBE","title":"Why the AI Boom Is Just Getting Started","sourceUrl":"https://youtube.com/watch?v=DZt1DDmMNGk","publishedAt":"2026-06-09T12:00:33.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=DZt1DDmMNGk&t=53s","sourceUrl":"https://youtube.com/watch?v=DZt1DDmMNGk","timecode":"0:53","startMs":53000,"endMs":null,"excerpt":"Alex, you were saying that your highest conviction position is Anthropic right now.","quote":"Alex, you were saying that your highest conviction position is Anthropic right now.","speaker":"Alex (Whale Rock)"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"ANTHROPIC","name":"ANTHROPIC","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":1700,"currency":"USD","observedAt":"2026-06-09T12:00:33.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"ANTHROPIC","assetClass":"EQUITY","price":1700,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"vntl:ANTHROPIC","observedAt":"2026-06-09T12:00:33.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}