[abathur]

This seems mostly right.

That said, worth noting that the fleet management/maintenance expertise will be of unknown/unproven value for managing self-driving cars. No domain experience; just spitballing...

- Unmanned SDC might have significantly different refuel/recharge/cleaning/roadside assistance/accident-response needs. - Unmanned SDC availability/hours/mileage patterns are likely to differ significantly over time when they aren't tethered to bodily functions. - The size and location of fixed fleet-management infrastructure may be suboptimal for different patterns; they might start off as an advantage but become a drag as players with less inertia optimize. - SDC sensor maintenance is going to be a big unknown to these companies. - Their liquidity and vehicle retirement/acquisition processes may not be compatible with rapid fleet replacement without outside help. - Even if they do manage a rapid replacement cycle, the throughput of their fleet management processes may be closely tied to their normal acquisition cycles. - Unless they're going to choose that moment to transition to an app-only-ride-request model, they may have to overcome significant design/software/hardware dev challenges of their own to handle non-app customers (i.e., being hailed on the street, taking verbal directions from people who may be drunk or not know where they're going, stop requests, destination changes...).