That kind of "well if we as a single company manage to take over this entire sector that's a $XX Billion/Trillion dollar market" is how the tech world evaluation has been completely broken. It's part of what drove Tesla stock to the insane valuation it's still not coming down from, "well if self driving ever delivers they could take over the car, bus/public transit AND taxi businesses at the same time!" without even demonstrating a real hands off autopilot.