On point 3: The business model for self driving is still quite uncertain. Will they own the cars? if so, that's quite a substantial investment, and it will chan

On point 3: The business model for self driving is still quite uncertain. Will they own the cars? if so, that's quite a substantial investment, and it will change completely the economics of the offer. If they rent them from Ford? then it will be interesting to watch which company will extract more value (profit) from this. Even at that stage, they will have competition from other autonomous drive systems (Waymo)