Comment by mschip

Uber will continue to hold a lot of the chips in this race. Consider the Tesla or GM examples - a regression in revenue will not be acceptable. So if they're currently selling x cars at y $ a year they will need to continue that revenue without actually selling cars. This means they'll have to get really good at understanding how many rides over the span of a vehicle will continue that revenue and provide just the right amount of vehicles to meet a regions needs. Uber has that information in spades.