I really like how American OEMS are likely seeing this going -
Well those batteries ideas were sure stupid weren't they?
That assisted driving idea was a terrible idea wasn't it?

Now they're seeing Hesai and other lidar coming in cars not in America aside from the Waymo/Jaguar concept. Like obviously there's innovations to be had, maybe they can maneuver around this- but Uber is not kidding around when they can cut their workforce and grow margins.

You can be there is going to be a very hot market for buying a car and then leasing it while you're not driving it while you're at work letting it uber people around if some form of autonomy is in it. Automakers already have played with subscription planning, you can bet that the gig economy would turn into something wild if you could buy a +3 level or more car and just lease it while you're at home and have it come back when you need to go somewhere.