Not just commoditization of self-driving tech. Many people will switch from buying cars to hailing self-driving taxis. And nobody really cares about the brand,

Not just commoditization of self-driving tech. Many people will switch from buying cars to hailing self-driving taxis. And nobody really cares about the brand, styling or horsepower of the taxi they take to work. To that degree each manufacturer faces erosion of their competitive advantage.