Part 8/14:
Uber and Lyft, both with significant regulatory approval, could theoretically integrate Tesla’s autonomous fleet into their platforms. However, Tesla’s autonomy ambitions—powered by its proprietary AI hardware and software—pose a serious threat to ridesharing giants that rely heavily on human drivers. Tesla’s ability to eliminate driver-related costs and streamline operations offers a compelling economic case, which is likely why Uber’s CEO expressed interest in collaboration but remains wary of losing its core business model.