I often wonder what is the natural market price of these services? Basically, without massive VC money distorting everything, how much would a Lyft or Uber ride really cost? I have a feeling it would be much higher than now. Despite all the hype, true level 5 self driving is decades away. When the VC money stops, what are these companies going to do?

I think the only viable option for them is Lyft Line/Uber Pool. It benefits from network effects (more using the service, better it gets) which also prevents newcomers. It could become a monopoly like Facebook. They should be pushing this harder than unrealistic dreams of level 5 self driving.