Is the Real Uber Threat to Hertz?

It has become commonplace to forecast that Uber, Lyft and other ridesharing services are a strategic threat to car manufacturers. After all, if "everyone" uses Uber, why would they bother owning cars? The problem with that argument is that it assumes that "everyone" lives where Uber and Lyft are headquartered: in a dense urban area with very little parking, going to other places nearby where there is lots of traffic and very little parking.