Lisa Martin says the big question is not demand for Uber Technologies (UBER), Lyft Inc. (LYFT), and DoorDash (DASH), it's the road toward accelerating profits. She explains how these companies are adjusting to a landscape becoming increasingly focused on autonomous driving as Tesla (TSLA) and Alphabet's (GOOGL) Waymo hit the gas on taking market share. Ahead of Uber and Lyft earnings, Lisa weighs how each company can leverage the technology and discusses DoorDash's takeover bid for Instacart. Tom White turns to an example options trade for DoorDash.