I think Toyota as the world's largest auto manufacturer is in danger of being disrupted due to their status as an incumbent, and not a quick and nimble startup.

Tony Seba has the best research I've encountered on technological trends, and he predicts massive decreases in car ownership due to autonomous EV ride hailing services becoming the norm, i.e. transportation as a service (TaaS), and costs being driven down to very low levels.

As for Tesla, I'll be interested to see if their robotaxi service will be viable. Currently Waymo has the best technology, and Elon doesn't agree with their approach, but Waymo certainly has a much better safety record and is currently ahead, so we'll see.