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UBER · Uber Technologies, Inc.Uber Technologies, Inc.
📋 Uber is unlikely to partner with Waymo in all cities; instead, it may partner with Avride (partially owned by NBIS) to avoid creating a standalone competitor
medium convictionFirst mentioned Dec 3, 2025
Uber is unlikely to partner with Waymo in all cities; instead, it may partner with Avride (partially owned by NBIS) to avoid creating a standalone competitor.
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Current Price
$70.92
via cornerstones
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entry Dec 3, 2025
Thesis Lifecycle
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watchedDec 3, 2025
Market anomaly: UBER rallies on self-driving car news while NBIS (parent of its self-driving partner) drops, suggesting mispricing or irrationality.
source ↗📝
updatedDec 3, 2025
Uber's market cap gain from self-driving cars is illogical because NBIS, which owns the self-driving car company (Avride) that Uber uses, actually dropped in value.
source ↗📝
updatedDec 4, 2025
Uber is unlikely to partner with Waymo in all cities; instead, it may partner with Avride (partially owned by NBIS) to avoid creating a standalone competitor.
source ↗💤
dormantMay 29, 2026
No qualifying thesis event for 45+ days.