I wouldn't take that as face value.

We know how big the taxi market is and it's growth rate. There is clearly room for a few businesses here alone. Then consider driverless will go beyond taxi to general transportation like trucking which is massive market. Also likely play a significant variable in what cars consumers choose.

I think the risk here is software tends to a winner (or small number of winners) gets all market.

That has to be a major risk/reward concern on the companies investing in this tech.