I don’t see anything in your conclusion about all the data Uber has collected on traffic patterns and consumer behavior. Is there perhaps not value that can be derived from all they have learned in this area over the years?
I think it is a bit of a hard sell to assume that all Auto OEMs have the capability to develop their own apps/services in this on-demand driving future. This is why the Daimler strategy of aquisitions and investments makes a lot of sense to me.
Uber certainly has partnerships that can be leveraged in the future, much in the same way that Lyft and GM have formed a partnership.