People really do not understand that the Companies like Uber, Airbnb and Deliveroo make a huge amount of money from offloading liability - it's suddenly not Deliveroo's fault that the guy delivering your pizza in London does this on illegal, unroadworthy e-bikewith no insurance, and in case of a crash he is liable. Airbnb routinely rents out apartments in blocks that have this forbidden in the leave / rental agreement.

If the human is gone, then liability offloading is impossible. You have noone to blame. That liability off-load is worth more to deliveroo than is the pittance they pay him.

Both Uber and Lyft[2] run rental businesses already, the model works where you can rent a car on a weekly basis just to drive on their apps, they cover maintenance and other services.

Uber will have to find a way to maintain their growth, and Lyft probably will be acquired by a rental network. The result is the same vertical integration.

[1] Uber's equity investment so far. SaaS startups can be valued lot more even $100s of billions, but pure tech companies do not raise that kind of cash. Stripe for example despite its delayed IPOs and ESOP issues has only raised $8B.

[2] They own some of the inventory and rest are from partners I believe.

Google self driving car division has an agreement with Uber now.