I think Uber's proposed advantage here, the relationship with the driver, is the easiest part of this equation to replace. After the recent Uber debacles I fina

I think Uber's proposed advantage here, the relationship with the driver, is the easiest part of this equation to replace. After the recent Uber debacles I finally switched to Lyft. The switch took me about 4 minutes and has been absolutely painless. If Apple, as an example, suddenly had "Get a ride" from Apple's own self-driving cars in my Maps app, and it charged me through my already connected Apple Pay, I would have no problem switching. I think Apple and Google are best situated to take advantage of this market change as they own the platform that makes the ordering of a ride happen. And they can put their own service front-and-center. Uber's advantage, existing (tenuous) relationships, is the easiest to replace.