It sounds worse when you consider the potential for treble damages due to having knowledge of the infringement. Uber's negotiating position is doubly weakened by the fact that they are dealing with a reputation crisis at the same time as this claim has been brought forward.

If Google has the information they claim they do, they have persuasive arguments to anchor their damages calculations on the basis of Otto's acquisition value. Times three.

This is a sword of Damocles hanging above Uber.