> However, once cars are fully automated, the entire game will change. Market leaders of today will be up-ended. That's when I believe Tesla, Google, and anyone else who has driverless technology will take over the industry.

> That goes double for the taxi companies like Uber, Lyft, Juno, etc.

The interesting thing is that you didn’t mention Mercedes Benz.

Mercedes Benz owns a few carsharing and Taxi apps in Europe, almost all Taxi operators lease cars from Mercedes Benz (which, in return, gets better deals with them), Mercedes Benz licensed the entire Tesla IP and has used it already in one model, and they’ve got their own electric cars and self-driving prototypes as well as self-driving trucks.

Mercedes Benz is the most likely candidate to build a vertically integrated Taxi solution. They’ve got deals with all major cities, with Taxi operators, they own the IP, they’ve got the apps and the infrastructure, and they’ve got the required prototypes.