I doubt traditional auto companies will spread FUD at first, they are gonna see this as the next shiny new thing. This is their tape -> CD moment, everyone needs to replace their hardware, it's a bonanza.
When they truly understand that it's going to turn them all into taxi makers, that owning a car is completely passé, they'll panic. That will be their DVD -> streaming moment, but it will already be too late.
>> When they truly understand that it's going to turn them all into taxi makers
I'm sure they understand that. Some even do moves in that direction, like Ford ackuiring chariot, the shared ride provider, and Mercedes collaborating with Via.