The long term play isn't to use self driving vehicles anymore. Uber sold off ATG and Lyft just got rid of Level 5. They're dependent on others delivering commercial SDCs for them and anyone with the technical chops to do that isn't going to find the infrastructure of a ride-share service very difficult. As Uber and Lyft have both demonstrated, it's also straightforward to sell VC dollars for pennies to build up transport market share. The dominant theme of leading AV companies seems to be massive capitalizations, so it's hard to imagine the ride-share incumbents being highly competitive there either. It's hard to imagine a situation where their most profitable markets don't get immediately disrupted, leaving Uber and Lyft to figure out profitability with only the long tail low margin areas SDCs won't be deployed to for years afterwards.