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"Today, we're announcing the first production design of a self-driving car that can be built at massive scale," Vogt said. "And more importantly, these vehicles can operate without a driver."
That means they have all the components in place, that "when the software's ready," Vogt added, they can remove the drivers and operate safely on roads.
https://techcrunch.com/2017/09/11/gm-and-cruise-announce-first-mass-production-self-driving-car/
Article says they'll be able to produce hundreds of thousands per year. Uber has about 300,000 drivers in the U.S. Cruise and GM alone will be able to replace every Uber driver their first year of production. Google and Chrysler aren't going to just roll over though. Nor are any of the companies in the SDC game. Yes, they have to get it right but there is also huge pressure to be the first to market. My guess is 2 yrs max before every Uber driver is replaced with SDC's.