Thinking about the future of transportation is fun, but tricky. There are three things going on in tech right now that all affect one another: electrification, on-demand access, and autonomous vehicles. It sure looks like every major player with a mind towards autonomous transportation is angling for that lucrative horizontal monopoly layer of the future. But not everybody gets to win. Uber may have to ask some very tough questions of itself: what competitive advantages do they honestly have in this new scenario?