Owning a fleet is mostly a problem when they are laying around depreciating without being used. Higher capacity factor of self-driving cars will make the econom

Owning a fleet is mostly a problem when they are laying around depreciating without being used. Higher capacity factor of self-driving cars will make the economics a lot better. The main issue would be if one player owns the self-driving IP they can capture that surplus. So investing to develop that IP is an good opportunity.