Their value isn't in the driver business, because eventually they'll just have to pay for the marginal cost of damage to the car. If they can optimize pricing between locations better than others, they'll win in the driverless world. (This drives the value, not the spread between what they pay and collect)
That makes sense. I think that also explains why they started their own driverless car program. Whatever company makes the first viable driverless cars, they may decide that rather than selling the cars, they will own them all and operate a ride-sharing service with them. Uber would be screwed.
