[_pmf_]

> Think of it this way: as soon as someone else has an automated fleet, Uber is finished unless it has its own. This is an existential requirement.

But the converse is not true, i.e. even if Uber is the first large scale company operating autonomous cars, this is by no means a guarantee for success. This is where the whole "betting on Uber" investment scheme kind of falls flat in my opinion: even if all goes according to plan, Uber does not have anything special (since by that time, autonomous driving will be open to its competitors, too). They probably bet on "hacking" the regulatory process to allow only their cars for a certain period, but this merely delays the issue of competition a bit.