Ah, understood. Fair point and one which I also touched on in mentioning other competitors for this space. I think this is especially true for Car2Go, which isn't conventionally seen as an Uber competitor, but which is perhaps better positioned to take advantage of self-driving vehicles because they already maintain fleets of custom vehicles and all that goes with that. I could definitely see some urban transit systems deciding to incorporate self-driving vehicles of varying capacities. That's an interesting angle.

So I well agree that Uber's technology, for which there are already multiple equivalents, isn't important. The contest will be entirely about business models and execution. IMO, that can be a lot harder to predict, at least without considerably more depth than I currently have on the players in this market.