&gt; Let&#x27;s assume self-driving cars take off in &lt;5 years. That means that this isn&#x27;t &quot;winner take all&quot;. It means its a commodity that&#x27;s going to be driven down to razor thin margins. In that case, neither Lyft nor Uber have much of a business, and VCs are better off burning their money in a barrel.<p>Possibly. But Uber raised 1B at the same time. So that suggests that the VC world still believes in the Uber model (or that they think Uber comes out as one of the winners in self driving cars). The fact that Lyft failed to get any traditional investors suggests that those investors believe there is a significant difference.