To have a moat, they just need sufficient software/human network/infrastructure/legal infrastructure that competing requires too much investment. All of these

To have a moat, they just need sufficient software/human network/infrastructure/legal infrastructure that competing requires too much investment. All of these things are a PITA, and not immediately replicable by fresh local competitors, even without the self-driving cars. The self-driving cars and consistent platform could seal the deal against the small players entering. That's not to say their valuation is correct, or anything. :)