So to play devil's advocate if that's how you believe things will play out... what happens to the existing car companies once new car sales start dropping preci

So to play devil's advocate if that's how you believe things will play out... what happens to the existing car companies once new car sales start dropping precipitously? There are more car manufacturers that will be fighting over the same shrinking pie of new car sales than there are global TNCs. Their valuations will likely drop to the point where they could become an acquisition target for Uber. The only competitive advantage Tesla has is in batteries, and that will likely become a commodity insofar as TNCs are concerned far before it's a competitive advantage. The daily driving distances a battery needs to support for TNC use is a lot lower than an individual looking to do long road trips.