And Google and Apple can send a software update that puts their ride-request app on phones across the world. Both also have billions of cash on hand and could easily fund capital expenses with debt.<p>Given how Apple approaches everything, it&#x27;s logical that they&#x27;re going to create an end-to-end experience, meaning they make the tech, they make the cars, and they make the equivalent of Uber.<p>I&#x27;m not sure what Google&#x27;s move is once they have commercially-viable self-driving tech. Would they license it to another automaker or group of automakers? Would their tech plug into whatever request app they make?<p>I think the strategy for Uber is to connect with a manufacturer like Tesla, who seem to be advancing competitively with Google and Apple on self-driving tech. Tesla has less access to cash and debt than Apple. Still, I see Uber&#x27;s value being far less to Tesla than Tesla&#x27;s value to Uber.