Is there a big market for $125,000 cars? Who needs a car 40 hours a week?
From ridesharing company PoV right now they are only taking 30%-50% of the revenue, and they have gaps in meeting demand due to resourcing challenges.
The business model is pretty solid if self driving taxis work even if its only in urban and suburbs
Why would then Tesla even sell such cars if they can just compete and outcompete Uber?
Google self driving car division has an agreement with Uber now.
People really do not understand that the Companies like Uber, Airbnb and Deliveroo make a huge amount of money from offloading liability - it's suddenly not Deliveroo's fault that the guy delivering your pizza in London does this on illegal, unroadworthy e-bikewith no insurance, and in case of a crash he is liable. Airbnb routinely rents out apartments in blocks that have this forbidden in the leave / rental agreement.
If the human is gone, then liability offloading is impossible. You have noone to blame. That liability off-load is worth more to deliveroo than is the pittance they pay him.
The pitch Tesla (if you believe them) keeps making is we could rent out our cars when we don't use it to the rental networks. We still own the car ( and the liability ) and unlock RoI.
Both Uber and Lyft[2] run rental businesses already, the model works where you can rent a car on a weekly basis just to drive on their apps, they cover maintenance and other services.
Uber will have to find a way to maintain their growth, and Lyft probably will be acquired by a rental network. The result is the same vertical integration.
[1] Uber's equity investment so far. SaaS startups can be valued lot more even $100s of billions, but pure tech companies do not raise that kind of cash. Stripe for example despite its delayed IPOs and ESOP issues has only raised $8B.
[2] They own some of the inventory and rest are from partners I believe.