{"version":"market-claims.v1","claim":{"id":"mcl_e6e5c30f734024fbbf","url":"/trace/claims/mcl_e6e5c30f734024fbbf","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Salesforce is on the wrong side of AI. Its front-facing tools go head to head with the models instead of feeding them, so it has a harder road than the database players.","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":"CRM","name":"CRM","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=sQVwLUxFdMY&t=7461s","sourceUrl":"https://youtube.com/watch?v=sQVwLUxFdMY","timecode":"124:21","startMs":7461000,"endMs":null,"excerpt":"the front-facing solutions that they offer are more competitive with the models than something like Snowflake. Snowflake's the enabler of the models, whereas I think that Salesforce competes a bit more. So it's going to be more challenging."},"performance":{"entryPrice":191.0200042725,"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":"altcap","displayName":"Brad Gerstner","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/746364e2-3","url":"/trace/experts/altcap","claimed":false},"source":{"platform":"YOUTUBE","title":"John Gruber, Kyle Kuzma, Brad Gerstner","sourceUrl":"https://youtube.com/watch?v=sQVwLUxFdMY","publishedAt":"2026-05-29T20:04:32.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=sQVwLUxFdMY&t=7461s","sourceUrl":"https://youtube.com/watch?v=sQVwLUxFdMY","timecode":"124:21","startMs":7461000,"endMs":null,"excerpt":"the front-facing solutions that they offer are more competitive with the models than something like Snowflake. Snowflake's the enabler of the models, whereas I think that Salesforce competes a bit more. So it's going to be more challenging.","quote":"the front-facing solutions that they offer are more competitive with the models than something like Snowflake. Snowflake's the enabler of the models, whereas I think that Salesforce competes a bit more. So it's going to be more challenging.","speaker":"Brad Gerstner"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"CRM","name":"CRM","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":191.0200042725,"currency":"USD","observedAt":"2026-05-29T20:04:32.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"CRM","assetClass":"EQUITY","price":191.0200042725,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"CRM","observedAt":"2026-05-29T20:04:32.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}