{"version":"market-claims.v1","claim":{"id":"mcl_72e2b0a5f0e4179928","url":"/trace/claims/mcl_72e2b0a5f0e4179928","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Uber shares keep bleeding as robotaxis from Waymo and Tesla scale and a $10B fleet spend turns the asset-light model into a capital-heavy defensive bet.","confidence":0.72,"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"UBER","name":"UBER","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=AsShiDx44nY&t=4085s","sourceUrl":"https://youtube.com/watch?v=AsShiDx44nY","timecode":"68:05","startMs":4085000,"endMs":null,"excerpt":"the stock has been trading down as Waymo and Tesla expanded services. It sold off, Uber sold off. And when Waymo raised $16 billion, Uber sold off again... The stock is down 23% in the past 6 months and investors are starting to get concerned about autonomous vehicles."},"performance":{"entryPrice":77.8550033569,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":null,"isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"tbpn","displayName":"TBPN","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/f01e70d9-d","url":"/trace/experts/tbpn","claimed":false},"source":{"platform":"YOUTUBE","title":"AI-birds, Snap's Next Chapter, Amazon + Globalstar, Uber & Waymo, The Smart Glasses War","sourceUrl":"https://youtube.com/watch?v=AsShiDx44nY","publishedAt":"2026-04-15T19:04:10.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=AsShiDx44nY&t=4085s","sourceUrl":"https://youtube.com/watch?v=AsShiDx44nY","timecode":"68:05","startMs":4085000,"endMs":null,"excerpt":"the stock has been trading down as Waymo and Tesla expanded services. It sold off, Uber sold off. And when Waymo raised $16 billion, Uber sold off again... The stock is down 23% in the past 6 months and investors are starting to get concerned about autonomous vehicles.","quote":"the stock has been trading down as Waymo and Tesla expanded services. It sold off, Uber sold off. And when Waymo raised $16 billion, Uber sold off again... The stock is down 23% in the past 6 months and investors are starting to get concerned about autonomous vehicles.","speaker":"John Coogan"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"UBER","name":"UBER","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":77.8550033569,"currency":"USD","observedAt":"2026-04-15T19:04:10.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"UBER","assetClass":"EQUITY","price":77.8550033569,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"UBER","observedAt":"2026-04-15T19:04:10.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}