Anyone building autonomous vehicles can in theory disrupt Uber/Lyft, including GM, Ford, Tesla (which Elon Musk plans to do); the future of on-demand/ridesharing is autonomous vehicles; question is will Uber/Lyft become big enough rapidly in the meantime to acquire GM, Ford…
2. Now that Musk has dangled Tesla ridesharing, for “traditional” automakers to remain relevant they’ll also need to build autonomous vehicles that can double as autonomous ridesharing vehicles that can make their owners $. Will Uber/Lyft be allowed to lease such vehicles?
3. An alternative future is one where no humans buy/finance vehicles - they’ll just get one on-demand and those vehicles will be autonomous. It’s the vision Uber’s founders had at launch. This could mean huge disruptions to banks that rely on people buying/leasing automobiles.
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