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tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
publisheddirectional thesisSHORTyoutubenot an explicit trade

OPENAI directional thesis

OpenAI growing 3x while Anthropic does 10x; share math says it loses ground to the faster compounder

$1,322entry snapshot
pendingcurrent snapshot
— pendingsince mention
“I think Anthropic's now at they seem to have pulled away from Open AI, which is not surprising and something I I predicted.”
55:11claim_id mcl_dad32b0a392177cb49open evidence ↗
Classification directional thesis

Human-reviewed public claim.

Evidence span 55:11

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
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    "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",
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      "avatarUrl": "/api/avatars/acfd1290-a",
      "url": "/trace/experts/allin",
      "claimed": false
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    "primaryEntity": {
      "kind": "ASSET",
      "assetClass": "EQUITY",
      "symbol": "OPENAI",
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      "confidence": 0.78
    },
    "evidence": {
      "evidenceUrl": "https://youtube.com/watch?v=4oq91rzQcO8%26t%3D2355s&t=3311s",
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      "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": {
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      "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": {
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  },
  "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"
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    "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"
  },
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      "kind": "ASSET",
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    }
  ],
  "marketData": {
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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.