1) The included press release states these gains are retail sales.
2) LA is not Silicon Valley, if the fleet theory was true why not buy the vehicles locally?
3) I work in Mountain View and have yet to see a Ford with a Google decal slapped on it. Plenty of RXs and Priuises, as well as the weird completely autonomous jellybean car. That thing is an oddball that makes me think of Dr. Seuss.
4) Piggybacking on the eletricification, I have never seen so many Leafs, i3s, Tesla S/X (even spotted a 3 humming around), Fusion Energis, etc around. I didn't even know there was an electric Fiat 500 till I saw one charging in front of my office.