I suspect car companies will move in at that point to disintermediate the ride companies, possibly spinning up subsidiaries using fleet purchasing to get around

I suspect car companies will move in at that point to disintermediate the ride companies, possibly spinning up subsidiaries using fleet purchasing to get around their dealership networks. It's just as easy to rent a self-driving Camry from Toyota. Oh and then there's the thing where Google and Apple and probably a hundred startup hopefuls scraping APIs will try to disintermediate them at the device.