On-demand mobility sounds great, until demand dramatically outstrips supply and you're left stranded or surge pricing kills the value proposition. Meanwhile, rental vehicle fleets are being squeezed by declining demand, utilization and margins. A couple of veterans of the ride hailing and rental businesses saw opportunity in these two challenges, and are building a platform called Autofleet to redirect underutilized vehicles into ridehailing or delivery services. CEO Kobi Eisenberg joined the show while we were in Tel Aviv to explain his vision for a platform that can spin fleets up and down the way Amazon Web Services spins virtual machines up and down.