Ford and Tesla have gotten pretty cozy, first the charging partnership and then autopilot licensing chatter in interviews... if I had to throw a dart at a stock other than Tesla in this space it'd probably be Ford, any announcement there should pop it at the expense of the rest of legacy auto and rideshare.

The partnership plot makes everyone else look desperate and half-hearted. Might be some acquisition targets there but I can't imagine Waymo-Google paying a premium for a platform when Google already has unlimited distribution.