{"version":"market-claims.v1","claim":{"id":"mcl_faf3f80454057c0235","url":"/trace/claims/mcl_faf3f80454057c0235","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Calacanis recounts a public bet that he bought a lot of Google on the view that it was behind only because it was too precious to ship, and that pressure to release more would close the gap. The catalyst he cites is Sergey pushing the team to release the good stuff.","confidence":0.72,"expert":{"slug":"jason","displayName":"@jason","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/fe5640b6-a","url":"/trace/experts/jason","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOOGL","name":"GOOGL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=-JBhTBu9ZbA&t=3367s","sourceUrl":"https://youtube.com/watch?v=-JBhTBu9ZbA","timecode":"56:07","startMs":3367000,"endMs":null,"excerpt":"And I said I made a bet publicly on the bank. I said, I am buying a bunch of Google because I believe even though they're behind, it's because they're too precious."},"performance":{"entryPrice":302.0599975586,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"12mo+","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"jason","displayName":"@jason","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/fe5640b6-a","url":"/trace/experts/jason","claimed":false},"source":{"platform":"YOUTUBE","title":"Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN","sourceUrl":"https://youtube.com/watch?v=-JBhTBu9ZbA","publishedAt":"2026-03-23T18:11:13.000Z"},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=-JBhTBu9ZbA&t=3367s","sourceUrl":"https://youtube.com/watch?v=-JBhTBu9ZbA","timecode":"56:07","startMs":3367000,"endMs":null,"excerpt":"And I said I made a bet publicly on the bank. I said, I am buying a bunch of Google because I believe even though they're behind, it's because they're too precious.","quote":"And I said I made a bet publicly on the bank. I said, I am buying a bunch of Google because I believe even though they're behind, it's because they're too precious.","speaker":"Jason Calacanis (host)"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOOGL","name":"GOOGL","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":302.0599975586,"currency":"USD","observedAt":"2026-03-23T18:11:13.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"GOOGL","assetClass":"EQUITY","price":302.0599975586,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"GOOGL","observedAt":"2026-03-23T18:11:13.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}