Uber is looking to transform its business to driverless, but any well-funded new entrant that starts with self-driving vehicles will outperform Uber because it won't have billions in losses on the books from its early days using humans to drive.
Whether Uber's billions in losses can be amortized over that time so those losses aren't on the books so they can be competitive with a new entrant solely using self-driving cars, remains to be seen.
In any case, the door-to-door 100% driverless tech that Uber/Lyft/etc. require to eliminate drivers is almost certainly many decades away. It seems unlikely they can sustain massive losses for a fraction of that time even if they did have some sort of competitive advantage once that future arrives.