You're forgetting ride sharing(i.e. uber's UberPool). by sharing rides , one can save 40% (or maybe more, inc case sharign with 3 passenger is available) of cost. And that creates a powerful network effect with the possibility of disrupting the private car.

Since this lower cost sharing dynamic might be appealing to passengers also in a world with self-driving cars, and such network effects would be a powerful effect against commodization for the self-driving car company - it's understandable why the SDC company might be willing to share profits with UBER , just to lock the market.

Of course that's one scenario, but in general, one would guess that UberPool will have some influence on the self driving car market.