I am not smart , but before the phoenix accident that statement may have some basis but after that the uber autonomous car is tainted to an extent couple that with theft of intellectual property from Alphabet autonomous trucking and the subsequent deal made, it is hard to argue Uber is going to lead the autonomous revolution when it happens. Their current moat is their driver network (one of the moats), once that is gone Waymo and Tesla can pretty much pull what Uber does.