{"version":"market-claims.v1","claim":{"id":"mcl_dad32b0a392177cb49","url":"/trace/claims/mcl_dad32b0a392177cb49","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"OpenAI growing 3x while Anthropic does 10x; share math says it loses ground to the faster compounder","confidence":0.72,"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=4oq91rzQcO8%26t%3D2355s&t=3311s","sourceUrl":"https://youtube.com/watch?v=4oq91rzQcO8%26t%3D2355s","timecode":"55:11","startMs":3311000,"endMs":null,"excerpt":"I think Anthropic's now at they seem to have pulled away from Open AI, which is not surprising and something I I predicted."},"performance":{"entryPrice":1321.5,"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":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"source":{"platform":"YOUTUBE","title":"All-In E275: The Pope's AI Encyclical, Anthropic's \"Dr. Frankenstein\" Theory, AI Jobs Debate","sourceUrl":"https://youtube.com/watch?v=4oq91rzQcO8%26t%3D2355s","publishedAt":"2026-05-29T00:00:00.000Z"},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=4oq91rzQcO8%26t%3D2355s&t=3311s","sourceUrl":"https://youtube.com/watch?v=4oq91rzQcO8%26t%3D2355s","timecode":"55:11","startMs":3311000,"endMs":null,"excerpt":"I think Anthropic's now at they seem to have pulled away from Open AI, which is not surprising and something I I predicted.","quote":"I think Anthropic's now at they seem to have pulled away from Open AI, which is not surprising and something I I predicted.","speaker":"David Sacks"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":1321.5,"currency":"USD","observedAt":"2026-05-29T00:00:00.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"OPENAI","assetClass":"EQUITY","price":1321.5,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"vntl:OPENAI","observedAt":"2026-05-29T00:00:00.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}