{
  "docId": "019dd923-622c-750b-8b98-455ec9c0494d",
  "docSlug": "a408d79c90df",
  "documentTitle": "Aurora Innovation, Inc. (AUR)",
  "authorId": "53_Kerrisdale_Capital",
  "authorName": "Kerrisdale Capital",
  "documentKindSlug": "research-note",
  "documentKindLabel": "Research note",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2025-08-01 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.77272725,
  "pageNumber": 23,
  "pageCount": 45,
  "prevPage": 22,
  "nextPage": 24,
  "slideType": "research-note",
  "function": "analyze_data",
  "density": "sparse",
  "nDataPoints": 4,
  "notes": "The chart shows a 12-year range of the Intermodal Savings Index with specific lines for 2022, 2023, 2024, and 2025.",
  "elementsJson": [
    "paragraph",
    "bullet_list",
    "line_chart",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b98-455ec9c0494d/23",
  "deckHref": "/decks/019dd923-622c-750b-8b98-455ec9c0494d",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b98-455ec9c0494d.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-455ec9c0494d#slide-23",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "On net, this adds 6-14 hours vs. direct OTR transport, and depending on arrival times and customer schedules, things can get pushed out a further 12 hours to the next day.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-2040-777a-8552-4a0e202a0521",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.54,
        "x": 0.23,
        "y": 0.57
      },
      "kind": "chart",
      "text": "Intermodal Savings Index chart showing 12-year range and annual trends from 2022-2025",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e3132df5-8e6d-4976-946c-29cecd890366",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Intermodal Savings Index",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-2040-777a-8552-4cad0a2fcd4f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.8,
        "x": 0.1,
        "y": 0.09
      },
      "kind": "paragraph",
      "text": "For almost any intermodal route, a shipper can choose instead to ship by truck over-the-road (OTR)...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "509ea352-7afd-4fd6-88c8-196b15915de4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.35,
        "x": 0.23,
        "y": 0.84
      },
      "kind": "source-note",
      "text": "Source: Journal of Commerce, J.P. Morgan estimates",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d37e599c-29a2-495f-9749-0f9922b53288",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}