I'm a fan and investor in Tesla, but there's 3 parts to winning the ridesharing, autonomous, BEV future and the most important part is the role that Uber has ri

I'm a fan and investor in Tesla, but there's 3 parts to winning the ridesharing, autonomous, BEV future and the most important part is the role that Uber has right now which is the customer-ridesharing-relationship. The platform technology is going to largely escalate in multiple places simultaneously and thus be the commodity bit. It is definitely an advantage to Tesla if they manage to get the hardware\software right via Tesla Network with a 2-3 year headstart, but the capital required to expand is so high that this head-start is less substantial than say a Facebook style adoption curve. It'll be a battle. We'll see.