> At this point Uber survives because they found enough gullible drivers that waste time and add serious miles to their own cars for Uber's profit. But at some point the bill kicks in.

Absolutely—at some point, the drivers all wise up, there aren't any new gullible people to replace them, the supply of drivers falls, and Uber and Lyft and their ilk have to raise fares. The only real question is whether this happens before autonomous vehicles can replace the drivers entirely. Uber, at least, is betting that it doesn't, and I think they're right.