It's been big news today, a new California law is requiring ride-sharing companies to treat their drivers as employees, not contractors, and apparently Uber and Lyft have both decided to stop service in California instead of complying with the law.
It's a little early, but if Tesla can start it's robotaxi fleet in the next few years as they hope, perhaps there will still be a bit of an extra opening in the California market for them. Of course some other company will have likely reclaimed most of Uber and Lyft's Californian market share by then, but I wouldn't be surprised if Tesla still benefits from this if they can roll out the robotaxi fleet in time.
It's a little early, but if Tesla can start it's robotaxi fleet in the next few years as they hope, perhaps there will still be a bit of an extra opening in the California market for them. Of course some other company will have likely reclaimed most of Uber and Lyft's Californian market share by then, but I wouldn't be surprised if Tesla still benefits from this if they can roll out the robotaxi fleet in time.