Yes i think i over inflated the number of cars required . https://www.businessofapps.com/data/uber-statistics/#4 going through the data there are about 5 million drivers in Uber in 2019 . i will admit 100B$ in capex is a reasonable assumption But I cant imagine for practical reasons google , apple , Amazon putting a large % of their savings into still unproven tech with regulatory risk. Keep in mind that they would still have to compete with Tesla at somepoint which has a best car platform vs < X car company> in the market. Not to mention they already have close to 1 million cars with all the hardware(their claim, i still feel tesla TPU v2 with TSMC 7nm is a must have) and they are on track to producing 500k cars in US with these capabilities. while no other car company is even trying to integrate < X lidar autonomy startup> in mass production Today . Not to mention that currently the primary hindrance for Tesla is software which can scale much better in comparison to a ground up redesign of a car plant to accommodate lidar based systems .