Tesla has lots of hurdles to jump before launching driverless rides, but an overlooked barrier is car insurance.

Tesla’s Robotaxi event should raise the profile of self-driving technology. That can benefit shares of other companies investing in or adopting robotaxis. Uber is one of those potential beneficiaries,

Jefferies ( JEF) analysts called Tesla’s $30,000 robotaxi, dubbed the Cybercab, a “toothless taxi” in a note to investors Friday morning, adding that Tesla has “ambitious targets" with “little evidence of feasibility.” “We believe TSLA potentially underappreciates the obstacles to scaling a robotaxi fleet,” they wrote.