[AndrewKemendo]

If you look at the primary ways they keep their market it looks closer to a CPG than a technology company in that it's almost 100% brand recognition and sentiment.

Totally different long term business model and why they are pushing so hard for driverless cars, because that's more of a platform.

I expect that they want to really be an infrastructure player more like Verizon than anything in the very long term where they have lock in through municipal or state mandate for contract vehicles and driving infrastructure.

Given their less than positive relationship with governments I could see a city/state starting with autonomous buses and then moving to cars in a hub and spoke type system for public transport level fares. Uber probably would want those contracts more than anything.

[unpopularidea]

Well they have been getting those contracts in a few municipalities. AFAIK no other player in this market has started signing up municipal governments to use ridesharing to supplement or replace other public transportation options like buses.