I'm guessing it goes like this: Customer wants to rent a car. In order for the customer to rent the car, customer is forced to download an app that they may not want on their phone (for obvious tracking and invasion of privacy reasons). If customer does not download the app or deletes it or opts not to use it, they are charged an exorbitant fee. Customer goes to different company.
Now, the obvious questions are, will ALL rental companies use the service (otherwise I could see it as a deterrent to business)? IF a customer opts out, will a portion of the penalty fee go to ONCI or do they ONLY get money for the times a customer opts to use the app? Will the penalty fee be higher than the cost of the app? How will they know if the customer selects that they are a passenger instead of the driver? Will they be able to differentiate between the actual phone number and the number listed on the paperwork (ie. if a google ring to number is used)?
There's so many ways to game the system and so many legal privacy issues here.
At the end of the day, the car is the rental car company's property so they can require whatever they would like. The details of these deals will be interesting. I'm sure these are the exact things that are being hashed out in these meetings.
Onward and upward.