This is mostly about sensors and geometry. Machine learning has a role, but only in target identification. That's how Waymo does it. The fake it til you make it crowd had the fantasy that you just hook up some cameras to a machine learning system, train it, and you have self driving. Doesn't work. Machine learning is way too dumb.
You can maybe identify "traffic light", "car", "pedestrian", and "deer" with machine learning. That's just used to guess what they're going to do next. It's not used to decide if they're an obstacle. Obstacle detection and avoidance is all sensors and geometry.
Also, "self driving car", "electric car", and "transportation as a service" are all independent. All will be available, but not from the same companies.