{"version":"market-claims.v1","claim":{"id":"mcl_e44605ce00283c9635","url":"/trace/claims/mcl_e44605ce00283c9635","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Against the chorus of OpenAI FUD (departures, secondary marks below the last round, the New Yorker rehash), Gerstner makes a present-tense buy call, betting the imminent Spud model and Codex ramp put OpenAI firmly back on the wave.","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":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=DVBJQQCjgXU&t=3621s","sourceUrl":"https://youtube.com/watch?v=DVBJQQCjgXU","timecode":"1:00:21","startMs":3621000,"endMs":null,"excerpt":"I'm a buyer of the shares today, notwithstanding all of the vibes that you describe."},"performance":{"entryPrice":852.01,"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=3621s","sourceUrl":"https://youtube.com/watch?v=DVBJQQCjgXU","timecode":"1:00:21","startMs":3621000,"endMs":null,"excerpt":"I'm a buyer of the shares today, notwithstanding all of the vibes that you describe.","quote":"I'm a buyer of the shares today, notwithstanding all of the vibes that you describe.","speaker":"Brad Gerstner"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"OPENAI","name":"OPENAI","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":852.01,"currency":"USD","observedAt":"2026-04-10T22:38:57.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"OPENAI","assetClass":"EQUITY","price":852.01,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"vntl:OPENAI","observedAt":"2026-04-10T22:38:57.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}