Yeah, but whoever is first to market on driverless (e.g., Tesla) has already said they will have a separate network for letting others use your Tesla to subsidize your ownership cost. Aka, your Tesla won't be a part of Uber's driverless fleet.

So, at best, they become a 40-billion dollar driver/rider match-making algorithm and a pretty CRUD app. Unless Uber itself is working on autonomous driving technology. It's so easy for drivers and riders to switch between ridesharing apps (e.g., ever see an Uber driver that also has a Lyft sticker on their car? I have, many times), I don't see how any of them can solidify a competitive advantage of sorts long-term.