Newsroom Shorts Portfolio Convergence

Newsroom Shorts Portfolio Convergence

$UBER

Uber

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Uber operates mobility, delivery and logistics marketplaces that connect users with independent providers.

sentiment mix

bull 66%bear 4%neu 30%

signal summary

latest high-conviction thesis

Jason Calacanis discloses personal investment in Uber alongside Zipline▾

Jason Calacanis discloses he is an investor in Uber, referencing the Zipline partnership as a catalyst for autonomous delivery scale.

jason calacanisT1All-In Podcast2026-08-21

confidence 88 / 100impact High

key themes

Autonomous Vehicles70%
AI Infrastructure48%
AI Applications30%
AI Economics & Business Models30%
Open Source AI23%

bull thesis · 45

87 / 100

•Rory O'Driscoll: Uber smart to re-enter autonomy via $100M Atom investment after pulling back early
•Hoium: Uber COO's $5M insider buy signals conviction in aggregator AV strategy
•Uber owned as autonomous aggregator trading below long-term CAGR at <20x earnings

bear thesis · 3

33 / 100

•Uber COO says Anthropic credits exhausted in 4 months with unmeasurable ROI — enterprise AI skepticism emerging
•Insight passed on Uber at attractive round, calls it a huge mistake
•Waymo expansion correlates with Uber/Lyft driver recruitment stops in mature markets

company research · 9 videos

mentions · 68

20VC Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town1 mentions · 1▲ 0▼ 0○ · 15 days ago

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Asymmetric Investing Uber COO’s Huge Bet: What He Knows That You Don’t1 mentions · 1▲ 0▼ 0○ · 16 days ago

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Bloomberg Tech Nvidia Nears $14 Billion Hugging Face Deal | Bloomberg Tech 09/02/20261 mentions · 0▲ 0▼ 1○ · 23 days ago

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All-In Podcast Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up2 mentions · 1▲ 0▼ 1○ · last month

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The Information Uber is Undervalued. Here’s Why.3 mentions · 3▲ 0▼ 0○ · last month

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20VC Uber President on The Untold Stories: Travis, China & Self-Driving | Andrew Macdonald9 mentions · 5▲ 0▼ 4○ · last month

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20VC The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel1 mentions · 0▲ 0▼ 1○ · 2 months ago

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The Information Lyft CEO on Strong Growth & Autonomous Vehicles, How Dario Amodei Stirred Up Silicon Valley1 mentions · 0▲ 0▼ 1○ · 2 months ago

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The Information Why Lyft is Betting Big on Waymo1 mentions · 0▲ 0▼ 1○ · 2 months ago

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Asymmetric Investing Why Uber Is the #1 Stock Wall Street Is Getting Wrong3 mentions · 3▲ 0▼ 0○ · 2 months ago

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Bloomberg Tech SpaceX's AI Push, Uber's Next Move and Zoox's Milestone | Bloomberg Tech 8/5/20264 mentions · 4▲ 0▼ 0○ · 2 months ago

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Asymmetric Investing 5 Growth Stocks Nobody's Talking About Yet2 mentions · 2▲ 0▼ 0○ · 2 months ago

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Asymmetric Investing Ask Me Anything: July 2026 Edition2 mentions · 2▲ 0▼ 0○ · 2 months ago

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All-In Podcast Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters1 mentions · 1▲ 0▼ 0○ · 2 months ago

0:0010:0020:0030:0040:00

All-In Podcast More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts1 mentions · 1▲ 0▼ 0○ · 3 months ago

0:006:0012:0018:0025:00

Sourcery VC "Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch1 mentions · 1▲ 0▼ 0○ · 3 months ago

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Dumb Money Live GTA 6 Launch Trade: Boom or Bust for Take Two?1 mentions · 1▲ 0▼ 0○ · 3 months ago

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All-In Podcast AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie1 mentions · 0▲ 1▼ 0○ · 3 months ago

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Asymmetric Investing 5 Stocks I Think Could 10x From Here1 mentions · 1▲ 0▼ 0○ · 3 months ago

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20VC SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR2 mentions · 1▲ 0▼ 1○ · 4 months ago

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Limitless Podcast This is the Only Way to Use AI1 mentions · 0▲ 0▼ 1○ · 4 months ago

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Asymmetric Investing 1 Insanely Cheap Stock You Want to Buy Before 20271 mentions · 1▲ 0▼ 0○ · 4 months ago

0:002:005:007:0010:00

Invest Like The Best Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation1 mentions · 1▲ 0▼ 0○ · 4 months ago

0:002:005:007:0010:00

Asymmetric Investing Stop Buying Mega-Caps: 5 Asymmetric Bets for 10x Gains | $ONON $HIMS $ZETA $UBER $SOFI1 mentions · 1▲ 0▼ 0○ · 4 months ago

0:005:0010:0015:0020:00

20VC OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds1 mentions · 0▲ 1▼ 0○ · 4 months ago

0:003:007:0011:0015:00

Asymmetric Investing The 7 Stocks I'm Buying Before They Explode2 mentions · 2▲ 0▼ 0○ · 4 months ago

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Asymmetric Investing Unleashing 10x Growth: Top 6 Stocks to Watch1 mentions · 1▲ 0▼ 0○ · 5 months ago

0:003:007:0011:0015:00

Asymmetric Investing Wall Street Has Uber All Wrong1 mentions · 1▲ 0▼ 0○ · 5 months ago

0:002:005:007:0010:00

Asymmetric Investing 10 Incredible Stocks to Buy On The Dip1 mentions · 1▲ 0▼ 0○ · 6 months ago

0:007:0015:0022:0030:00

Asymmetric Investing Asymmetric Investing AMA2 mentions · 2▲ 0▼ 0○ · 6 months ago

0:0017:0035:0052:001:10:00

Kleiner Perkins AI Policy Clash: Anthropic and the U.S. Government | DoW Emil Michael1 mentions · 1▲ 0▼ 0○ · 6 months ago

0:003:007:0011:0015:00

Asymmetric Investing The Real Reason Uber & Lyft Stock Soared | Nvidia Connection1 mentions · 1▲ 0▼ 0○ · 6 months ago

0:002:005:007:0010:00

Limitless Podcast Google Stitch Just Destroyed Figma's Stock in One Update (Here's Why)1 mentions · 0▲ 0▼ 1○ · 6 months ago

0:003:007:0011:0015:00

Limitless Podcast Travis Kalanick's New Obsession: Automating Everything Physical1 mentions · 0▲ 0▼ 1○ · 6 months ago

0:007:0015:0022:0030:00

Asymmetric Investing Uber's Unfair Advantage in Autonomous Vehicles | $UBER1 mentions · 1▲ 0▼ 0○ · 6 months ago

0:002:005:007:0010:00

Limitless Podcast Jensen Huang's Biggest Reveal at NVIDIA GTC 2026 (Not DLSS 5)1 mentions · 0▲ 0▼ 1○ · 6 months ago

0:005:0010:0015:0020:00

NVIDIA NVIDIA GTC Keynote 20261 mentions · 1▲ 0▼ 0○ · 6 months ago

0:0036:001:12:001:48:002:25:00

Asymmetric Investing Top Stocks to Double Up on Right Now1 mentions · 1▲ 0▼ 0○ · 7 months ago

0:003:007:0011:0015:00

Asymmetric Investing Is Lyft Stock a Buy After Earnings?1 mentions · 1▲ 0▼ 0○ · 8 months ago

0:003:007:0011:0015:00

The Information Lyft’s Stock Turnaround, Snowflake’s AI Agent Strategy, Building EV Charging Networks | Nov 13, 20252 mentions · 0▲ 0▼ 2○ · 11 months ago

0:003:007:0011:0015:00

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Invest Like The Best 5 Ingredients for the Perfect Investment | Jeff Horing Interview1 mentions · 0▲ 1▼ 0○ · last year

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Michael Sikand This Flying Car Company Could Be The Next Tesla (Joby)1 mentions · 0▲ 0▼ 1○ · last year

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