TRACE
Trace a source
tape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
publisheddirectional thesisLONGyoutubenot an explicit trade

KOID directional thesis

Robotics gets revolutionized within a year or two of AI getting good, both designing better robots and controlling them, opening a trillion-dollar market.

$35.83entry snapshot
pendingcurrent snapshot
— pendingsince mention
when, for whatever reason, the models have those skills, then robotics will be revolutionised, both the design of robots because the models will be much better than humans at that, and also the ability to kind of control robots.
78:46claim_id mcl_87e7de7f826cb0d7c4open evidence ↗
Classification directional thesis

Human-reviewed public claim.

Evidence span 78:46

Evidence URL, source timestamp, and excerpt are attached to this permanent claim page.

Correction path available

Creators or reviewers can request reclassification, context, or entity corrections without erasing the source record.

Machine-readable claim
{
  "version": "market-claims.v1",
  "claim": {
    "id": "mcl_87e7de7f826cb0d7c4",
    "url": "/trace/claims/mcl_87e7de7f826cb0d7c4",
    "status": "PUBLISHED",
    "claimType": "DIRECTIONAL_THESIS",
    "direction": "LONG",
    "claimText": "Robotics gets revolutionized within a year or two of AI getting good, both designing better robots and controlling them, opening a trillion-dollar market.",
    "confidence": 0.72,
    "expert": {
      "slug": "dwarkesh-sp",
      "displayName": "Dwarkesh Podcast",
      "kind": "PERSON",
      "status": "UNCLAIMED",
      "avatarUrl": "/api/avatars/c3263695-7",
      "url": "/trace/experts/dwarkesh-sp",
      "claimed": false
    },
    "primaryEntity": {
      "kind": "ASSET",
      "assetClass": "EQUITY",
      "symbol": "KOID",
      "name": "KOID",
      "exchange": null,
      "confidence": 0.78
    },
    "evidence": {
      "evidenceUrl": "https://www.youtube.com/watch?v=n1E9IZfvGMA&t=4726s",
      "sourceUrl": "https://youtube.com/watch?v=n1E9IZfvGMA",
      "timecode": "78:46",
      "startMs": 4726000,
      "endMs": null,
      "excerpt": "when, for whatever reason, the models have those skills, then robotics will be revolutionised, both the design of robots because the models will be much better than humans at that, and also the ability to kind of control robots."
    },
    "performance": {
      "entryPrice": 35.8300018311,
      "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": "dwarkesh-sp",
    "displayName": "Dwarkesh Podcast",
    "kind": "PERSON",
    "status": "UNCLAIMED",
    "avatarUrl": "/api/avatars/c3263695-7",
    "url": "/trace/experts/dwarkesh-sp",
    "claimed": false
  },
  "source": {
    "platform": "YOUTUBE",
    "title": "Dario Amodei — “We are near the end of the exponential”",
    "sourceUrl": "https://youtube.com/watch?v=n1E9IZfvGMA",
    "publishedAt": "2026-02-13T17:11:03.000Z"
  },
  "evidence": {
    "evidenceUrl": "https://www.youtube.com/watch?v=n1E9IZfvGMA&t=4726s",
    "sourceUrl": "https://youtube.com/watch?v=n1E9IZfvGMA",
    "timecode": "78:46",
    "startMs": 4726000,
    "endMs": null,
    "excerpt": "when, for whatever reason, the models have those skills, then robotics will be revolutionised, both the design of robots because the models will be much better than humans at that, and also the ability to kind of control robots.",
    "quote": "when, for whatever reason, the models have those skills, then robotics will be revolutionised, both the design of robots because the models will be much better than humans at that, and also the ability to kind of control robots.",
    "speaker": "Dario Amodei"
  },
  "entities": [
    {
      "kind": "ASSET",
      "assetClass": "EQUITY",
      "symbol": "KOID",
      "name": "KOID",
      "exchange": null,
      "confidence": 0.78
    }
  ],
  "marketData": {
    "entry": {
      "price": 35.8300018311,
      "currency": "USD",
      "observedAt": "2026-02-13T17:11:03.000Z",
      "method": "PASTE_AUTHOR_PRICE"
    },
    "current": null,
    "returnPct": null
  },
  "snapshots": [
    {
      "kind": "ENTRY",
      "symbol": "KOID",
      "assetClass": "EQUITY",
      "price": 35.8300018311,
      "probability": null,
      "currency": "USD",
      "provider": "paste.trade",
      "providerSymbol": "KOID",
      "observedAt": "2026-02-13T17:11:03.000Z",
      "method": "PASTE_AUTHOR_PRICE",
      "returnPct": null,
      "relativePct": null
    }
  ]
}

AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.