Tesla is apparently planning to launch their own car service, which from an economic standpoint may be poised to win. It will involve Tesla owners being able to add their car to a public fleet and essentially have their car make money for them.
It's plausible the Tesla model will win out because, in the majority of hours, only about 20% of the fleet is used in a car service. RideAustin, as a nonprofit, has publicly available ride data to support this. So with a dedicated fleet, you'll often have a lot of unused cars that will be quite inefficient. With the Tesla model, however, the money-making portion is a secondary purpose for the car's ownership, with the primary one being the owner's own convenience when needed.
Hope this is explained accurately!