Tech is destroying old business models everywhere. But there may be hope for rental-car companies, which could partner with tech giants entering the race to develop driverless cars.

That’s because tech companies, including Alphabet (GOOGL, GOOG) and Apple (AAPL), don’t have the full fleet of capabilities they need to scale in the driverless market. And original equipment manufacturers (OEMs) like Ford (F) and General Motors (GM) developing driverless car technology need fleet management help, according to analysts.

This is where the rental car companies step up.

“[Rental car companies] have experience in financing, buying, and reselling large numbers of vehicles, and have the real estate and physical urban presence to maintain, clean, and potentially (in an electric car context) run fleets,” according to Goldman Sachs’ Stefan Burgstaller.

America’s established rental car companies already have in place the infrastructure that could enable these new technologies to get to scale overnight.

That’s why recent partnership announcements have been met with such optimism by the market. On Monday, Waymo — the self-driving car unit of Alphabet — announced a partnership with Avis (CAR) for the rental company to service (i.e. clean, change oil, rotate tires) its initial fleet of 600 Chrysler Pacifica minivans. And the same day, documents showed that Hertz (HTZ) is leasing three vehicles to Apple to test self-driving technology.

While those deals may sound like small potatoes, analysts say these updates (particularly the Alphabet-Avis partnership) could speak to something larger. This could mean the survival of the car rental business, where many had predicted a dark end disrupted by autonomous vehicles and ride sharing.

“The rental car companies can exist as a going concern, because of their fleet acquisition / management / maintenance / disposition capabilities,” said Credit Suisse’s Anjaneya Singh. “We believe that in a driverless future, there is definitely a possibility that the rental car companies become fleet owners and operators — a business model that would not be too different from their core competency today.”

Both rental car companies’ stocks shot up on the news of their new partnerships, each rising 14% on Monday. While these specific deals may not be material in and of themselves, they suggest a viable business model for the future.

“This agreement may stir up interest from longer-term investors that have largely shunned rental car stocks because of the belief that these businesses will not survive the disruption that may be coming to the autos ecosystem,” Singh said of the Avis news.