It seems to be w.r.t. self-driving cars Ford et al will just offer "Fords on demand" etc and not need Uber. The self-driving car is the hard part, not the app.

It seems to be w.r.t. self-driving cars Ford et al will just offer "Fords on demand" etc and not need Uber. The self-driving car is the hard part, not the app. Network effects are a lot less of a barrier to entry if you don't need drivers.