Once Uber has autonomous vehicles, they can integrate delivery (driving labor costs) reducing costs. Assuming their market share of users remains high, they can eliminate the competition, by pricing lower, dominating this market. It is a similar play as what they did with Uber (as explained in this Thompson article https://stratechery.com/2015/netflix-and-the-conservation-of-attractive-profits/)
Once Uber has autonomous vehicles, they can integrate delivery (driving labor costs) reducing costs. Assuming their market share of users remains high, they can eliminate the competition, by pricing lower, dominating this market. It is a similar play as what they did with Uber (as explained in this Thompson article https://stratechery.com/2015/netflix-and-the-conservation-of-attractive-profits/)