KPMG predicts an 85% fall in the number of cars required (long term). Who do you think GOOG will turn to for the driverless cars? A big player or a little guy

KPMG predicts an 85% fall in the number of cars required (long term). Who do you think GOOG will turn to for the driverless cars? A big player or a little guy that can still grow in a shrinking market?