> For example, do Uber and Lyft need machine learning?

Anyone doing large scale ETA prediction and routing these days is using ML models at various phases in the pipeline, from GPS noise filtering to road network data generation. You might get past the early stages of a rideshare or delivery service with more traditional naive models, but there are still significant efficiency gains to be made in even the most cutting edge systems today. For maps and navigation, this is especially true when you go global and need models that adapt to subtle cultural and behavioral changes across markets.