You don't think that's exactly the market Uber has been going for? There's a reason Uber raided CMU for researchers:
http://www.wsj.com/articles/is-uber-a-friend-or-foe-of-carne...
And that reason became pretty obvious when they started testing self-driving cars recently in Pittsburgh:
http://www.techrepublic.com/article/ubers-driverless-rides-i...
I don't think Uber started out with this plan, but clearly at some point they realized that they had to be a two-stage company like Netflix. Google's doing the same thing, but with a different stage 1.
My bet, though, is that Uber wants to own the market, while Google is going to go after a platform play. I expect it to be sort of like Android. Google will make the software and own important parts of the consumer relationship. But most people who can manufacture cars or otherwise acquire large fleets at low costs will not want to do the software work, so they'll partner with Google.
So yes, in the same way that Android was about taking on Apple in a way that makes decent money and keep Google from getting cut out of an important piece of the tech/human intersection, this is ultimately about taking on Uber.