[MegaButts]

Both Amazon and Tesla build physical infrastructure to lower their costs in the future. Uber is banking on self-driving cars to save them. The ironic thing though is Uber is racing to spend as much as money as possible before that happens, effectively gaining them nothing more than mindshare. As soon as another company pops up with self-driving vehicles, they can compete with Uber and they haven't wasted $10 billion making everybody hate them.

[jfoster]

This seems to be the biggest risk with Uber.

I think they will probably end up working with the first company to have autonomous cars "ready". The big question is what happens next. Will Uber be at the mercy of that supplier every few years as the contact comes up for renewal, or will autonomous cars become so commodity that there will be multiple players competing to be Uber's supplier? Another possibility is an M&A event.