With the monthly full money extra, I'm Chris Hill.

When looking at business battles, sometimes it's helpful to widen your gaze.

Take the future of driving, for example.

On the surface, it's easy to look at automakers into Troid on one side and Tesla on the other.

Tony Siba is the co-founder of an independent think tank called Rethink X.

In 2017, they published a report about self-driving electric vehicles.

And when Tony and I talked, he pointed out that the competitive landscape is much bigger

and involves many more players than one might think.

If you look at the gains from the transition to transport as a service, and also if you

look at the companies that they're going to be pushing back against, the largest companies

in the world by market capitalization, are getting Google, Amazon, Apple, and so on,

are basically getting into this game, into this industry.

So essentially, it's not going to be just the large oil companies versus the little

hippies doing an electric vehicle.

It's going to be the large oil companies versus Apple and Google and Tesla and Amazon and

so on.

And then on top of that, when you look at the idea that transport as a service is going

to provide cheap, accessible transportation to a lot of groups that door to door to a lot

of groups who have been left out of the car ownership or even the public transportation

system, the elderly, the disabled, and so on, there you have it.

You're going to have oil companies on one side and you're going to have Apple and Amazon

and ARP and groups loving for disabled and so on on the other side.

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