http://techcrunch.com/2015/08/06/listen-to-elon-musks-awkwar...
TL;DR Based on Elon's response, they're considering released an Uber competitor with their own self-driving electric cars.
EDIT: Uber has an app and drivers. Tesla is going to have enough manufacturing capacity to build 100K cars/year. Numbers I've found indicate that 90-95% of the time, cars are in a garage or parked. That's a lot of idle capacity society doesn't need out there.
What does that mean? Tesla doesn't need to churn out enough cars to replace existing cars being sold; they just need enough that can replace current miles traveled by people.