Obviously I'm expressing an opinion here. One metric is talent availability. Uber has already hired the available talent. They hired half of CMUs robotics department - presumably with juicy stock options. Apple, being a large public company, isn't in the same position to offer such incentives to lure away the talent. The other metric is data. Uber and to a lesser degree Tesla have been accumulating data for some time. This business is all about talent and data.

I'll also add that this is a service economy, and while Apple get accolades for their physical products, even Apple fans say that their service offerings kind of suck.