Your last point is the most salient. Solving autonomy is a much harder problem than making an app. Anyone who solves autonomy can easily make their own app, or

Your last point is the most salient. Solving autonomy is a much harder problem than making an app. Anyone who solves autonomy can easily make their own app, or can partner with any upstart in the ride-hailing world, who would be desperate to get that autonomy software. Hard to see how Uber or Lyft truly profits unless they're the ones who own the autonomy code.