VW ships 3M cars per year, let's say a car is used 1h per day. Given all cars are used in this subscription model, we look at $765M MRR, or almost $10B per year, which is already about 10% of their current revenue.

Given that autonomous vehicles do not suck time out of the user's budget, they might even be used more. At 3h/day, we already at $30B yearly revenue - almost half of what they made in 2020.

And software has marginal costs, so once you got over the investment (they recruit developers extremely heavily in Germany right now), you are looking at a more than comfortable income stream.

Not sure about you, but I literally see the level of dopamine floating on the VW management floors right now.

That said, I hope I never need a personal car in my life.