I'm not sure I see the advantages Uber and Lyft have in the race to make AV's. Intel and Nvidia have a hardware advantage. Ford, GM, Tesla etc have the advanta

I'm not sure I see the advantages Uber and Lyft have in the race to make AV's. Intel and Nvidia have a hardware advantage. Ford, GM, Tesla etc have the advantage of making their own vechicles. Google is Google. What do Uber and Lyft have that makes it likely they can figure it out before the market is conquered by others? Maybe their assumption is that if driverless tech is widely available then their brand names will get them more business?