Couple things:<p>Transportation is going to change regardless. Electric self-driving cars are going to be manufactured by several companies, perhaps operated by those same companies (or leased to others).<p>Why would Google provide its tech to Uber when Google already has access to the market through Google Maps? Why would Tesla provide its self-driving cars to Uber when it could build them and sell ridesharing directly (which Elon has specifically indicated he wants to do by his response to said questions during investor calls).<p>Uber is just an app, no more, no less. The Gorillas are the tech companies doing the real work.