If anyone can just buy the cars and start their own service, margins crash hard. Only the actual manufacturer wins that game.
The strategy of grabbing the whole cab market first and then pivoting to autonomy just didn't land for Uber. They pumped billions into a bet that autonomous driving would be the endgame, but that path failed hard. Instead of doubling down on the tech, they got distracted spreading out into food delivery and other side hustles. It's a stark contrast to how hybrid software-car manufacturers actually
