{"version":"market-claims.v1","claim":{"id":"mcl_54685c05d6766d46e0","url":"/trace/claims/mcl_54685c05d6766d46e0","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Waymo scaling from 3,000 vehicles displaces drivers; the non-ownership ride market grows through the shift","confidence":0.72,"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOOGL","name":"GOOGL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=4oq91rzQcO8%26t%3D2355s&t=4211s","sourceUrl":"https://youtube.com/watch?v=4oq91rzQcO8%26t%3D2355s","timecode":"1:10:11","startMs":4211000,"endMs":null,"excerpt":"If you look at self-driving, that's obviously happening with Waymo with 3,000 vehicles and there'll be many more on the roads."},"performance":{"entryPrice":389.85,"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":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"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"},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=4oq91rzQcO8%26t%3D2355s&t=4211s","sourceUrl":"https://youtube.com/watch?v=4oq91rzQcO8%26t%3D2355s","timecode":"1:10:11","startMs":4211000,"endMs":null,"excerpt":"If you look at self-driving, that's obviously happening with Waymo with 3,000 vehicles and there'll be many more on the roads.","quote":"If you look at self-driving, that's obviously happening with Waymo with 3,000 vehicles and there'll be many more on the roads.","speaker":"Jason Calacanis"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOOGL","name":"GOOGL","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":389.85,"currency":"USD","observedAt":"2026-05-29T00:00:00.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"GOOGL","assetClass":"EQUITY","price":389.85,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:GOOGL","observedAt":"2026-05-29T00:00:00.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}