barring a change in interest rates, established companies with the ability to borrow should have effectively limitless capital to deploy. We're arguably at a unique point in history with respect to small businesses ability to add leverage to throw around megacap capex e.g. WeWork

Unless TSLA or Waymo decided that they didn't want to deal with a taxi network there shouldn't be any reason they couldn't form an independent company to absorb the loan risk ( with a PE partner potentially ).