I’ve turned around a little on Uber and Lyft. At first I thought Lyft was doomed because of network effect. Then I thought they were both doomed because Tesla

I’ve turned around a little on Uber and Lyft. At first I thought Lyft was doomed because of network effect. Then I thought they were both doomed because Tesla, Waymo et al will just do an end-run around them with self-driving cars. Then I thought maybe Uber would survive, if they can develop their own self driving tech. But now I think, self driving tech will be a market of its own... there will always be a carmaker/software co wiling to sell vehicles and computers to someone with deep pockets. So that brings me back to Lyft and Uber both being viable strategically. Under that lens though, Uber looks a little weird with all of its debt and erratic behavior. Both of them are acquisition targets for anyone who survives the EV/autonomous vehicle production wars.