Earlier quoted context omitted.
Uber is literally all over the world, though. Google can barely launch a keyboard app outside the US. Or a payment system. Lyft is still constrained entirely to the US and a handful of large Asian cities. I think people severely underestimate Uber's worldwide push in preparing themselves to be a force to be reckoned with when the autonomous vehicle takes off.
Why wouldn't Toyota just launch Toyotas On Demand? If the cost of the car and fuel are the only significant costs, Toyota could probably do it more cheaply than Uber. Uber's network effect is its driver network. It will find it a lot harder to compete if you no longer need drivers, when it has to compete with real car companies that could be able to undercut them on cost.
If car manufacturers tried to clone what Uber has built they'll probably flop on making the technology usable, and the experience may just be overall frustrating.