In a vacuum, Uber Technologies (UBER) is doing really well, says Andy Swan of LikeFolio. When you zoom out, he says autonomous driving is proving to be a true threat. Andy points to Tesla (TSLA) and Waymo from Alphabet (GOOGL) as key headwinds, while DoorDash (DASH) adds pressure on Uber's food delivery prospects. He takes investors through Google and social media trends for Uber to gauge how various disruptions will hit the rideshare giant.