> Why would they want to shift from their high-margin B2B sales market to a low-margin consumer service market? I'm not convinced that market is going to exist

> Why would they want to shift from their high-margin B2B sales market to a low-margin consumer service market? I'm not convinced that market is going to exist forever. If self driving cars do take off then you're going to see more people owning less cars. Cars will get consolidated to large companies and they won't have a need for as many. GM has talked with Lyft a number of times and most car manufacturers seem to be working on self driving systems. I think it's a move they'll have to make over the next decade or so.