Group 1 - Ark Investment Management's "Big Ideas" report suggests that autonomous vehicles could transform ride-hailing into a $10 trillion industry over the long term [1][9] - Tesla is a key player in autonomous technology, with its Cybercab robotaxi set for mass production next year, aiming to create a 24/7 ride-hailing network [2][9] - Uber Technologies operates the largest ride-hailing network globally and has partnered with over 20 companies in the autonomous vehicle space, some of which are already completing thousands of paid trips daily [3][8] Group 2 - Tesla faces challenges in matching Uber's scale, as timely ride availability is crucial for customer satisfaction, which Uber has optimized for its 180 million monthly users [5][6] - Uber's CEO highlighted the company's 15 years of experience in managing ride utilization in major cities, which is essential for profitability in the autonomous era [6][9] - The balance of deploying the right number of cars is critical; too few cars lead to poor user experience, while too many can result in idle vehicles that hurt profit margins [7][9] Group 3 - Uber's partnerships with various companies, including Alphabet's Waymo, enable it to leverage a combination of networks, with Waymo completing over 250,000 paid autonomous trips weekly across five U.S. cities [8][9] - The competitive landscape indicates that while Tesla has developed its autonomous robotaxi, it is lagging in commercialization compared to Uber's established network [9]